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Sr Associate, Client Tech Support Engineering

Sr Associate, Client Tech Support Engineering

Fiserv

3 - 6 years

5 - 8 Lacs

pune

Posted:4 days ago| Platform:

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Skills Required

loans application support loan servicing loan operations finance diversity and inclusion ms office technical support crm core banking

Work Mode

Work from Office

Job Type

Full Time

Job Description

This role is essential in ensuring the accuracy, compliance, and efficiency of both deposit and loan servicing functions within a credit union environment. The ideal candidate will have a strong understanding of U.S. banking and credit union regulations, transaction processing, and loan documentation, along with excellent problem-solving and communication skills.

What will you do:

Deposit Operations

Process ACH transactions, wire transfers, NSF checks, stop payments, and mobile deposits.
Reconcile daily transactions including ATM activity, branch capture, and general ledger suspense accounts.
Manage exception items such as non-posted transactions, stopped payments, and Federal Reserve adjustments.
Monitor and maintain member accounts, including dormant status and fraud alerts.
Provide support for online banking and remote deposit capture systems.

Loan Operations

Perform loan boarding, modifications, payoffs, and escrow analysis.
Resolve loan exceptions and discrepancies in a timely manner.
Maintain accurate collateral documentation and vault records.
Assist with year-end reporting, including 1099 and 1098 forms.
Support servicing commercial, mortgage, and installment loans.

What you will need to have:

This position requires working in night shifts. Candidates must be comfortable working US timings.
The candidate will follow the U.S. federal holiday schedule as part of their work calendar
Credit Union & Banking Compliance: Familiarity with NCUA, FDIC, OFAC, CIP, CTR, and other regulatory frameworks.
Core Banking Systems: Experience with platforms such as Jack Henry, Fiserv, or credit union-specific systems like Symitar.
Manage and respond to inbound calls from clients, ensuring timely and accurate information is provided.
Real-time account balances and transaction history
Member Service Orientation: Ability to handle inquiries and resolve issues professionally.
Problem Solving & Decision Making: Especially in exception handling and regulatory compliance.
Team Collaboration: Comfortable working across departments and with auditors.
Financial Reconciliation: Strong accounting and transaction balancing capabilities.

What would be nice to have:

CRM Systems: Experience with member interaction and tracking tools.
Microsoft Office Suite: Proficiency in Excel for reporting and analysis.
Good to have knowledge of AI-Powered Chatbots & Virtual Assistants.

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Sr Associate, Client Tech Support Engineering