Financial Service Consultant - LoanIQ

United States·New Yorkmid

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Overview

Financial Services Consultant – Loan IQAt ABeam Consulting, you will be a part of the next digital revolution. ABeam's success is created from the contributions of each of our valued employees.

Technical Tools

OtherConsultant

Financial Services Consultant – Loan IQ

At ABeam Consulting, you will be a part of the next digital revolution. ABeam's success is created from the contributions of each of our valued employees. At ABeam, you are not just a number! Our employees work together with all tiers of the organization. Through our collective efforts, we provide optimal opportunities for growth and development. Each day, you will be presented with a series of challenges that will position you for your personal growth and your professional advancement.
At ABeam Consulting, you will work with a successful client base across a broad spectrum of industries and applications.
If this exciting vision feels right for you, we invite you to apply!

Position Overview

Candidate will be responsible for supporting data migration activities for the Loan IQ system. The role involves preparing structured data from source documents (such as PDFs and Excel files) and migrating the data into Loan IQ using an automated migration tool developed with UiPath. This position requires strong attention to detail and accuracy.

Minimum Qualifications
• Experience as a consultant, IT vendor, or employee of a financial institution (preferably a bank), with experience in one or more of the following areas for or within financial institutions (particularly banks):

Business transformation initiatives
Core banking system implementation or modernization
Operational efficiency improvement initiatives
Ability to analyze data discrepancies and identify root causes
Strong attention to detail and ability to handle data accurately
Ability to follow defined procedures and work independently in a structured environment
Strong willingness and ability to learn new systems, processes, and tools
Basic logical thinking and analytical skills — able to structure information and identify inconsistencies
Basic consulting skills: organized work habits, quality-conscious, and able to take ownership of assigned tasks
Clear and professional communication skills — able to interact with IT and business stakeholders in a respectful and structured manner
Ability to document and report work progress and findings in a clear, concise manner
Proficiency in Microsoft Office tools, especially Excel (data entry, formatting, and basic functions)
Ability to travel as needed

Desired Qualifications

Understanding of loan lifecycle and lending operations (origination, booking, servicing, repayment)
Knowledge of loan product structures (term loan, revolver, syndicated loan)
Basic familiarity with Loan IQ data model and key entities (deal, facility, circle, outstanding)
Experience in data migration or system implementation projects
Basic knowledge of lending operations or loan-related data
Familiarity with UiPath or other RPA tools
Experience working with structured/unstructured data sources (e.g., PDF, Excel)
Ability to quickly learn and adapt to new tools, systems, and business processes
Bachelor’s degree or higher, OR equivalent practical experience.

Technical Certifications

Microsoft Office Specialist (Excel) or equivalent certification - Nice to have
Certification in data analytics, data handling, or process automation - Nice to have
Robotic Process Automation (RPA) related certifications - Nice to have
Basic IT or data-related certifications (e.g., database or data processing fundamentals) - Nice to have

ABeam offers a comprehensive benefits package to our full-time employees
•            Medical
•            Dental
•            Vision
•            Disability & Life Insurance
•            Flexible spending accounts
•            Flextime off
•            401(k) with employer match
ABeam Consulting provides all qualified applicants consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, protected veteran status, or any other legally protected class, in accordance with applicable law. ABeam Consulting participates in E-Verify.
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