girl looking into her desktop
Back to search results

Operations Project Consultant / Portfolio Uploads Specialist

Chicago, Illinois

Job Description:

LOB Specific Job Description:

Primarily responsible for ensuring purchased portfolios are uploaded to the System of Record in a timely and accurate manner.  Individual will interface regularly with internal business partners to facilitate the compilation of: Accounting, Billing, Credit and Pricing data into an Excel template, for each portfolio purchased .  Individual will import such Excel templates into an Access database for various edit checks with the goal of loading a clean file into our System of Record,  Individual is also responsible for updating the base Excel template and Access database for any changes resulting from a change in the business or regulatory environment.

Required Skills:

3-5 years of financial services experience with an Accounting or Pricing focus

Expert proficiency in Excel and Access

Undergraduate degree in Accounting or Finance or equivalent work experience  

Enterprise Job Description:

Responsible for medium - large projects for an operations department, product or business unit. Provides consulting expertise to line managers on productivity issues, analyzes market and operational impact in the business brought about by the project parameters. Researches and documents organizational reviews, workflow analysis, management and staff analysis. Develops project plans including estimates of cost and resources required. Defines project scope to others outside of operations that may become involved in or impacted by the project. Requires a thorough knowledge of the operations area.

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

LOB Specific Job Description:

Primarily responsible for ensuring purchased portfolios are uploaded to the System of Record in a timely and accurate manner.  Individual will interface regularly with internal business partners to facilitate the compilation of: Accounting, Billing, Credit and Pricing data into an Excel template, for each portfolio purchased .  Individual will import such Excel templates into an Access database for various edit checks with the goal of loading a clean file into our System of Record,  Individual is also responsible for updating the base Excel template and Access database for any changes resulting from a change in the business or regulatory environment.

Required Skills:

3-5 years of financial services experience with an Accounting or Pricing focus

Expert proficiency in Excel and Access

Undergraduate degree in Accounting or Finance or equivalent work experience  

Enterprise Job Description:

Responsible for medium - large projects for an operations department, product or business unit. Provides consulting expertise to line managers on productivity issues, analyzes market and operational impact in the business brought about by the project parameters. Researches and documents organizational reviews, workflow analysis, management and staff analysis. Develops project plans including estimates of cost and resources required. Defines project scope to others outside of operations that may become involved in or impacted by the project. Requires a thorough knowledge of the operations area.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22013811

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Robin Bennett

Referral Bonus:

0

Street Address

Primary Location:
540 W Madison St, IL, Chicago, 60661