Finastra
Overview
At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending, Payments, Treasury and Capital Markets, and Universal Banking. Proudly serving over 8,000 customers, including 45 of the world\'s top 50 banks, we aim to boost financial inclusion for all. Join us and be part of a vibrant company that embraces diverse perspectives, and is committed to doing well by doing good. Responsibilities
Interact with clients consultatively to determine project requirements and needs analysis. Configure system parameters and controls based on the client\'s business practices and processes; review setup with clients and gain client acceptance. Conduct data analysis and mapping activities for assigned applications; analyze source data files and map data to the target application for use by technical resources to develop programs. Provide on-site or remote support during client conversions as applicable. Test and troubleshoot system configuration and functionality; validate new system input, output, and connectivity; identify, research, and assist in resolving issues with technical resources. Facilitate converted database validation work sessions with clients; assess and report risks and participate in mitigation plans; follow project management standards. Communicate project scope, status, and risks to all stakeholders; record accurate and timely accounting of time spent on project activities; complete post-implementation tasks and update internal documentation. Provide subject matter expertise to internal staff including sales, development, support, and training; participate in the development of implementation or training content; conduct software training and reinforce prior training to clients and internal staff. Maintain and broaden knowledge of software applications and industry practices; serve as a subject matter expert on the Loan IQ platform; lead Loan IQ implementation, integration, and migration projects. Engage clients and stakeholders to gather requirements, collaborate with cross-functional teams, and advise on best practices to improve loan operations and servicing, ensuring alignment with global financial regulations and trends. Address complex challenges with analytical and creative thinking; assess business risks and propose mitigation strategies. Required Experience
Minimum of 10 years of experience in a relevant area of expertise, preferably for a financial institution or an industry software company. Client-facing service experience required. Software implementation, support, or training experience strongly preferred. Experience with project management disciplines preferred. Experience with Finastra Loan IQ. Benefits
Flexibility: Unlimited vacation (location and business priorities), hybrid working arrangements, and inclusive time-off policies. Well-being: Employee Assistance Program, coaching, and support resources. Medical, life & disability insurance, retirement plan, and other benefits; volunteering and donation matching. DEI: Participation in multiple DE&I groups. Career Development: Online learning and accredited courses via Skills & Career Navigator. Recognition: Finastra Celebrates and regular employee surveys. Specific benefits may vary by location. Applicants for this position need to be located in the posted location or surrounding areas. The posting notes that it is not open to applicants residing in New York City or California.
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At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending, Payments, Treasury and Capital Markets, and Universal Banking. Proudly serving over 8,000 customers, including 45 of the world\'s top 50 banks, we aim to boost financial inclusion for all. Join us and be part of a vibrant company that embraces diverse perspectives, and is committed to doing well by doing good. Responsibilities
Interact with clients consultatively to determine project requirements and needs analysis. Configure system parameters and controls based on the client\'s business practices and processes; review setup with clients and gain client acceptance. Conduct data analysis and mapping activities for assigned applications; analyze source data files and map data to the target application for use by technical resources to develop programs. Provide on-site or remote support during client conversions as applicable. Test and troubleshoot system configuration and functionality; validate new system input, output, and connectivity; identify, research, and assist in resolving issues with technical resources. Facilitate converted database validation work sessions with clients; assess and report risks and participate in mitigation plans; follow project management standards. Communicate project scope, status, and risks to all stakeholders; record accurate and timely accounting of time spent on project activities; complete post-implementation tasks and update internal documentation. Provide subject matter expertise to internal staff including sales, development, support, and training; participate in the development of implementation or training content; conduct software training and reinforce prior training to clients and internal staff. Maintain and broaden knowledge of software applications and industry practices; serve as a subject matter expert on the Loan IQ platform; lead Loan IQ implementation, integration, and migration projects. Engage clients and stakeholders to gather requirements, collaborate with cross-functional teams, and advise on best practices to improve loan operations and servicing, ensuring alignment with global financial regulations and trends. Address complex challenges with analytical and creative thinking; assess business risks and propose mitigation strategies. Required Experience
Minimum of 10 years of experience in a relevant area of expertise, preferably for a financial institution or an industry software company. Client-facing service experience required. Software implementation, support, or training experience strongly preferred. Experience with project management disciplines preferred. Experience with Finastra Loan IQ. Benefits
Flexibility: Unlimited vacation (location and business priorities), hybrid working arrangements, and inclusive time-off policies. Well-being: Employee Assistance Program, coaching, and support resources. Medical, life & disability insurance, retirement plan, and other benefits; volunteering and donation matching. DEI: Participation in multiple DE&I groups. Career Development: Online learning and accredited courses via Skills & Career Navigator. Recognition: Finastra Celebrates and regular employee surveys. Specific benefits may vary by location. Applicants for this position need to be located in the posted location or surrounding areas. The posting notes that it is not open to applicants residing in New York City or California.
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