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Job description
Financial Services Consultant – Loan IQ
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
Benefits
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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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.