Job Summary:

The Loan Consultant’s most important role is to work with our clients in a consultative manner to help them achieve top performance on the Fiserv Premier® (Navigator®) Core Loan platform. There are many other responsibilities, but they all revolve around this core mission…which is a pretty awesome mission. Other responsibilities include researching system reports and evaluating our client’s systems, troubleshooting issues, articulating solutions and best practices, partnering to ensure progress on deliverables, creating meaningful resources, staying on top of industry information, and generating new client relationships. Ideal candidates would have a strong knowledge of the Fiserv Premier® Core software.  Some remote only positions are available.

Common Responsibilities:

• Articulate Peak Consulting values and services to prospective clients
• Research and analyze system reports to determine efficiency gaps
• Deliver effective and relevant lending software solutions
• Travel to client locations and manage itinerary, expenses, and reports
• Safeguard sensitive client and company information
• Help cultivate a fun and productive work culture
• Learn new software functionality
• Train clients and other staff members on various subjects
• Speak to small groups and manage projects
• Answer customer support inquiries
• Responsible for developing existing relationships and generating new business

Ideal Attributes:

• Thrive in a client focused, team environment of awesome individuals
• Professional attitude and demeanor
• Great communication and written skills
• Strong troubleshooting and analytical skills
• Working knowledge of the Fiserv Premier® Core Loan platform
• Bachelor’s Degree in Business, Accounting, Management, Information Systems, or equivalent
• Adaptation to always changing conditions in technology, deliverables, and regulations
• Project management and multitasking skills
• Ability to think “outside the box” and be creative
• Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook)
• Willingness to travel (some remote only positions are available)
• Willingness to build client base and participate in nationwide client events
• Possesses a strong client center focus

Preferred Experience (not required for application review):

• Core software conversions
• Loan operations experience within a bank
• Knowledgeable in Escrow processing
• Business Analytics® experience

The above descriptions are intended to describe the general nature of the job and not an all-inclusive list of descriptions, responsibilities, and attributes.

Interested candidates can submit a cover letter and resume to careers@peakconsultingllc.com. Please refer to the job title in your cover letter as well as in the subject line of your email.

Job Summary:

The Deposit Consultant’s most important role is to work with our clients in a consultative manner to help them achieve top performance on the Fiserv Premier® (Navigator®) Core deposit platform. There are many other responsibilities, but they all revolve around this core mission…which is a pretty awesome mission. Other responsibilities include researching system reports and evaluating our client’s systems, troubleshooting issues, articulating solutions and best practices, partnering to ensure progress on deliverables, creating meaningful resources, staying on top of industry information, and generating new client relationships. Ideal candidates would have a strong knowledge of the Fiserv Premier® Core software. Some remote only positions are available.

Common Responsibilities:

• Articulate Peak Consulting values and services to prospective clients
• Research and analyze system reports to determine efficiency gaps
• Deliver effective and relevant deposit software solutions
• Travel to client locations and manage itinerary, expenses, and reports
• Safeguard sensitive client and company information
• Help cultivate a fun and productive work culture
• Learn new software functionality
• Train clients and other staff members on various subjects
• Speak to small groups and manage projects
• Answer customer support inquiries
• Responsible for developing existing relationships and generating new business.

Ideal Attributes:

• Thrive in a client focused, team environment
• Professional attitude and demeanor
• Great communication and written skills
• Strong troubleshooting and analytical skills
• Working knowledge of the Fiserv Premier® Core deposit platform
• Bachelor’s Degree in Business, Accounting, Management, Information Systems, or equivalent
• Adaptation to always changing conditions in technology, deliverables, and regulations
• Project management and multitasking skills
• Ability to think “outside the box” and be creative
• Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook)
• Willingness to travel (some remote only positions are available)
• Willingness to build client base and participate in nationwide client events
• Possesses a strong client center focus

Preferred Experience (not required for application review):

• Core software conversions
• Deposit operations experience within a bank
• Digital banking experience (ebanking, cards, ect)
• Experience with Business Process Manager® (BPM)
• Business Analytics® experience

The above descriptions are intended to describe the general nature of the job and not an all-inclusive list of descriptions, responsibilities, and attributes.

Interested candidates can submit a cover letter and resume to careers@peakconsultingllc.com. Please refer to the job title in your cover letter as well as in the subject line of your email.

Job Summary:

The Executive Assistant role is to support our executive team. You will manage tasks such as invoicing, processing payments, Scope of Work creation, Summary of Findings documents, arranging client calls, and putting together client resources. Other tasks include report creation, and organizing travel and accommodations. To excel in this role, you should have a detailed understanding of the full Microsoft Office suite, strong ability to take initiative, be extremely fast at problem solving and have experience as an executive or administration assistant.

For the Office Manager role, you will help take care of our office and our co-working facility. We offer suites to professional tenants that we manage. Responsibilities include watering plants, light cleaning, distributing mail, upkeep of the exterior grounds, maintaining supplies, interviewing tenant candidates, etc.

There is a nice variety of duties that go along with this position. Some are detail oriented and more technical while others get you outside and moving around.

Common Responsibilities:

• Preparing financial statements, reports, memos, invoices, letters, and other documents.
• Handling basic bookkeeping tasks.
• Filing and retrieving corporate records, documents, and reports.
• Researching and conducting data to prepare documents for review and presentation by boards of directors, committees, and executives.
• Helping prepare for meetings.
• Using various software, including word processing, spreadsheets, databases, and presentation software.
• Reading and analyzing incoming memos, submissions, and distributing them as needed.
• Making travel arrangements for executives.
• Manage executive calendars; schedule meetings, follow up calls and customer support.
• Performing office duties that include ordering supplies and managing a records database.
• Experience as a virtual assistant.
• Opening, sorting and distributing incoming mail, emails, and other correspondence.
• Provide general administrative support.
• Create and redline contracts for executive business.

Ideal Attributes:

• Proven experience as an executive assistant or other relevant administrative support experience preferred.
• Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Experience utilizing Smartsheet technology preferred.
• Experience using an Invoicing Software preferred.
• High school diploma required.
• Ability to organize a daily workload by priorities.
• Project management and multitasking skills.
• Must be able to meet deadlines in a fast-paced quickly changing environment.
• A proactive approach to problem-solving with strong decision-making skills.
• Professional level verbal and written communications skills.
• Professional attitude and demeanor.
• Possess a strong client center focus.
• Take pride in creating an ideal working environment for both teammates and tenants.
• Possess an ability to keep things working smoothly and efficiently

The above descriptions are intended to describe the general nature of the job and not an all-inclusive list of descriptions, responsibilities, and attributes.

Interested candidates can submit a cover letter and resume to careers@peakconsultingllc.com. Please refer to the job title in your cover letter as well as in the subject line of your email.