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PNC Financial Services

Runs a national bank for people and businesses

Operations Advisor Senior - Investor Reporting

Financial AccountingConfirmed live in the last 24 hours
Full-timeNo salary listed

About the Job

Requirements

  • A minimum of six years of loan servicing experience is required; experience in investor reporting is preferred, and equivalent experience in complex financial operations may be considered.
  • Strong understanding of financial calculations and cash movement processes, with the ability to analyze and resolve reporting discrepancies.
  • Ability to manage multiple competing deadlines in a fast-paced environment.
  • Ability to independently identify issues, analyze root causes, and implement effective solutions.
  • Ability to assess risk, escalate concerns when appropriate, and drive timely resolution.
  • Ability to work independently and collaborate and communicate across business partners and stakeholders.
  • Strong analytical and critical-thinking skills, including interpreting complex data, identifying trends, and supporting informed business decisions.
  • Ability to serve as a trusted advisor on complex reporting and reconciliation matters, mentor peers, and advance team objectives.
  • Ability to monitor production workflows, identify risks, quality concerns, and operational inefficiencies, escalate issues, and drive sustainable corrective actions.
  • Ability to meet the role’s typical education and experience profile: a university or college degree and three or more years of relevant industry experience; comparable education, job-specific certifications, and experience may be considered in lieu of a degree.
  • A quiet, secure, and confidential home-based workspace is required if remote work is approved.

Responsibilities

  • Lead a critical operational support service, process, capability, or initiative within an operational unit, ensuring performance and risk indicators are met.
  • Provide training and mentoring support to the team.
  • Establish process performance measurements and oversee business impact; implement critical business support services as needed.
  • Communicate performance statistics to internal stakeholders and senior management.
  • Promote and monitor production workflow and assist team members with complex escalation process issues.
  • Independently identify and resolve exceptions and serve as a point of escalation.
  • Monitor the effectiveness and efficiency of production and processes; drive changes and improvements.
  • Collaborate with business partners and team members.
  • Ensure business adherence to policies, procedures, and regulatory standards.
  • Independently resolve compliance issues and drive risk-mitigation activities.
  • Ensure accurate investor reporting and remittance of funds, oversee complex transactions, and execute strategic initiatives.
  • Proactively manage risk and ensure compliance with regulatory and servicing requirements.

Desired Qualifications

  • Investor reporting experience is preferred.
  • Certifications are often desired.

About the Company

PNC Financial Services

Runs a national bank for people and businesses

PNC Financial Services runs one of the largest banks in America, serving households and businesses of every size through branches, apps, and corporate bankers. Acquisitions turned it from a regional lender into a coast-to-coast bank, notably its purchases of National City during the 2008 financial crisis and BBVA USA in 2021. Consumers keep checking and savings accounts, such as Virtual Wallet with its built-in budgeting tools, and take out mortgages and credit cards, while companies borrow and manage cash through PNC. It earns most of its money on the gap between loan interest and deposit costs, and the rest from fees. PNC traces its roots to a savings bank founded in 1845 and is based in Pittsburgh, Pennsylvania.

Company size
10,001+
Company stage
IPO
Headquarters
Pittsburgh, PA
Founded
1845

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