Financial Institutions Consultant
External
Ascendtogether · Orlando, FLPrepare for this interview
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Responsibilities
- As a Financial Institution Consultant, you wil l:
- Perform Loan Compliance Risk Reviews and Loan Operations Internal Audits.
- Work with clients in scoping and planning Loan Compliance or Operations engagements .
- C ommunicate with clients and team members to best utilize available resources and achieve established objectives.
- Communicate with clients to determine root causes of exceptions and make recommendations to assist clients in improving or enhancing their operational processes or compliance performance.
- Serve as a resource to our clients and assist our team with maintaining cutting-edge awareness of current operational issues, regulatory compliance issues, legislative developments, and industry trends.
- Develop and participate in the provision of periodic training on applicable laws and regulations, policies, and procedures.
- Have or earn and maintain professional association membership and participate in events that promote interaction with clients and prospects.
- Regularly exercise discretion and good judgment in the performance of essential job functions.
Requirements
- The ideal candidate will have :
- An associate or bachelor's degree , and/or a banking compliance, risk or operations certification.
- A combination of at least four-year targeted education or related work experience; and familiarity with loan compliance requirements and/or loan operations.
- Ability to demonstrate effective research and analytical skills.
- Ability to communicate professionally, both written and verbally.
- Ability to autonomously self-manage multiple projects.
- Appreciates and is fanatical about attention to detail in all deliverables.
- Self-initiated and attentive to detail in planning, prioritizing, working independently, executing, and organizing work effectively and within expected timelines.
- Flexibility to work remotely with ability to travel locally and overnight as needed.
- A proven track record of mentoring and delivering exceptional client service .
- Proficiency in Microsoft Office .
Benefits
Additional Information
About Ascend Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today's industry challenges to reach their full potential. For more information, visit www.ascendtogether.com . This position would be employed directly by Saltmarsh, a partner firm with Ascend. Elevate your career at Saltmarsh! Saltmarsh is looking for Financial Institution Consultant to join our team! This is your opportunity to grow with a firm that values personal and professional development, supports career advancement, and fosters a collaborative, people-first culture. At Saltmarsh, we take pride in delivering legendary service to our clients while investing in our relationships with both clients and colleagues. This is an opportunity to make a difference to the financial institutions clients we serve by meeting their ever-expanding compliance and risk management needs. If you're passionate about excellence and looking to take your career to the next level, this role is for you. We are willing to provide training to motivated and enthusiastic individuals!
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