Financial Service Consultant - LoanIQ
New York, NY
Full Time
Experienced
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):
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.
Working At Abeam Consulting - Company Culture (jwplayer.com)
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
- 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.
- 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.
Working At Abeam Consulting - Company Culture (jwplayer.com)
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