Technical Professional Services - Advisor II
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What you'll do
- Configure and implement DNA core processing functionality for lending and related client workflows.
- Evaluate client readiness for conversion activities and document implementation decisions, requirements, and action items.
- Support client training, workflow assessments, and system setup to align operational processes with DNA capabilities.
- Map financial transactions to the general ledger using DNA tools and support institution parameter and system setting configuration.
- Test new DNA product functionality, validate custom configurations, and support client testing for applicable custom code.
- Diagnose implementation issues, recommend corrective actions, and resolve assigned service cases while escalating complex issues as needed.
- Provide pre-conversion remote and on-site support to help maintain data integrity, including support for applicable third-party interfaces.
What they're looking for
- 6+ years of experience implementing core banking, lending, or financial services technology solutions in a banking, credit union, or professional services environment.
- 6+ years of experience working with DNA core processing, other core implementation platforms, or comparable account processing systems.
- 6+ years of experience supporting client-facing implementation, training, workflow analysis, or conversion activities with internal and external stakeholders.
- Experience using Microsoft Office tools to document requirements, track implementation activities, and communicate project status.
- Experience analyzing business processes, identifying system configuration needs, and recommending measurable solutions to operational issues.
- Experience with lending operations in areas such as consumer lending, commercial lending, mortgage servicing, investor or participation lending, or back-office processing.
- Associate's degree or higher in business, finance, information systems, or a related field, or equivalent combination of education, related experience and/or military experience.
Nice to have
- Experience with Structured Query Language (SQL) for data review, validation, or troubleshooting.
- Experience supporting bank or credit union conversion projects.
- Experience assisting clients with business specifications for custom processes.
- Experience with DNA general ledger mapping and financial workflow design.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Calling all innovators – find your future at Fiserv.
We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day – quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we’re involved. If you want to make an impact on a global scale, come make a difference at Fiserv.
Job Title
Technical Professional Services - Advisor IIAbout your role:
As a Technical Professional Services - Advisor II, you will support lending implementations for DNA core processing and related professional services engagements. You will work with clients, internal implementation teams, and product stakeholders to configure solutions, guide readiness activities, and support successful conversions. This role helps clients adopt DNA workflows, maintain data integrity, and prepare to manage their environment independently.
What you'll do:
Configure and implement DNA core processing functionality for lending and related client workflows.
Evaluate client readiness for conversion activities and document implementation decisions, requirements, and action items.
Support client training, workflow assessments, and system setup to align operational processes with DNA capabilities.
Map financial transactions to the general ledger using DNA tools and support institution parameter and system setting configuration.
Test new DNA product functionality, validate custom configurations, and support client testing for applicable custom code.
Diagnose implementation issues, recommend corrective actions, and resolve assigned service cases while escalating complex issues as needed.
Provide pre-conversion remote and on-site support to help maintain data integrity, including support for applicable third-party interfaces.
Responsibilities listed are not intended to be all-inclusive and may be modified as necessary.
Experience you'll need to have:
6+ years of experience implementing core banking, lending, or financial services technology solutions in a banking, credit union, or professional services environment.
6+ years of experience working with DNA core processing, other core implementation platforms, or comparable account processing systems.
6+ years of experience supporting client-facing implementation, training, workflow analysis, or conversion activities with internal and external stakeholders.
Experience using Microsoft Office tools to document requirements, track implementation activities, and communicate project status.
Experience analyzing business processes, identifying system configuration needs, and recommending measurable solutions to operational issues.
Experience with lending operations in areas such as consumer lending, commercial lending, mortgage servicing, investor or participation lending, or back-office processing.
Associate's degree or higher in business, finance, information systems, or a related field, or equivalent combination of education, related experience and/or military experience.
Experience that would be great to have:
Experience with Structured Query Language (SQL) for data review, validation, or troubleshooting.
Experience supporting bank or credit union conversion projects.
Experience assisting clients with business specifications for custom processes.
Experience with DNA general ledger mapping and financial workflow design.
How you'll work:
This role is on-site Monday through Friday. Fiserv considers in-person collaboration to be an essential part of this role as in-person office experiences help you with your overall onboarding experience and leads to stronger productivity.
This role requires use of a computer and audio equipment.
Travel: This role require frequent travel (25%+). Approximately 60% travel off-site or to other office locations is expected.
Sponsorship:
You must currently possess valid and unrestricted U.S. work authorization to be considered for this role. Individuals with temporary visas including, but not limited to, F-1 (OPT, CPT, STEM), H-1B, H-2, or TN, or any candidate requiring sponsorship, now or in the future, will not be considered for this role.
Benefits at Fiserv:
Fuel Your Life program to support your physical, financial, social, and emotional well-being.
Paid holidays and generous time away policies.
No-cost mental health support through Employee Assistance Programs.
Living Proof program to recognize your peers’ extra effort with points redeemable for rewards.
Eight Employee Resource Groups to foster a collaborative culture and expand your network.
Unparalleled professional growth with training, development, and internal mobility opportunities.
Medical, dental, vision, life, and disability insurance options available from day one.
Retirement planning including 401k match and discounted shares with the Employee Stock Purchase Plan.
Tuition assistance and reimbursement program.
Paid parental and military leave.
This role is not eligible to be performed in Colorado, California, District of Columbia, Hawaii, Illinois, Massachusetts, Maryland, Minnesota, New Jersey, New York, Nevada, Rhode Island, Vermont, Virginia, Maine or Washington.
It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.
Please note that salary ranges provided for this role on external job boards are salary estimates made by outside parties and may not be accurate.
Thank you for considering employment with Fiserv. Please:
- Apply using your legal name
- Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).
Our commitment to Equal Opportunity:
Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.
If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact AskHR.US@fiserv.com. Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv’s Disability Accommodation Policy for additional information.
Note to agencies:
Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.
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Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.
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