Note: The job is a remote job and is open to candidates in USA. PCBB is seeking a Client Data Processing Associate to support its Advisory Services team. The role processes, validates, reconciles, and prepares client data for reporting, modeling, and final quality review while coordinating with internal teams, resolving data issues, maintaining documentation, and following quality-control and security procedures.
Responsibilities
- Process, validate, reconcile, and prepare client data files for final review, reporting, and model-related activities
- Review client data for completeness, accuracy, formatting, balance consistency, and compliance with documented processing requirements
- Coordinate with internal team members to obtain missing information, confirm balances, clarify data questions, and resolve routine processing exceptions
- Troubleshoot and resolve introductory to moderately complex application and data-related issues, escalate complex issues to the appropriate internal teams
- Maintain accurate documentation, processing records, client communications, checklists, issue logs, and status tracking
- Process data, perform reconciliations, run models and prepare reports for final quality review
- Follow documented procedures, client-specific instructions, quality-control standards, data-security requirements, and established service-level expectations
- Identify and recommend process improvements that enhance data quality, processing consistency, client service, and operational efficiency
- Maintain current knowledge of supported applications, internal procedures, and applicable regulatory guidance
Skills
- Basic familiarity with FASB and regulatory expectation regarding CECL/ALLL, relationship profitability and loan portfolio stress testing
- Experience supporting complex accounting or other financial systems
- Experience Providing superior client service in technical help desk or accounting environment
- Proficient in Microsoft Office Suite and Adobe Pro
- Excellent oral and written communication skills with all levels of client management
- Strong attention to detail with the ability to review and organize qualitative and quantitative data for
- 2-3 years working experience in operating financial models
- Proficient in MS Office Suite; SQL or MySQL experience preferred
- Banking or Credit Union experience a plus
- Bachelor's degree in accounting or finance or related field or equivalent experience preferred
Benefits
- Remote work is available, subject to providing a designated workspace free from noise and distractions.
Company Overview
Company H1B Sponsorship