Asset Operations Senior Professional (Travel Consultant)

About Us

SolomonEdwardsGroup, LLC (“SolomonEdwards”) is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world’s most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, and collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards

Position Summary:

We are seeking an Asset Operations Senior Professional to join a leading financial services organization with operations across the United States. This consulting opportunity supports project-based engagements focused on asset servicing, operational reporting, financial administration, and process improvement initiatives within highly regulated financial institution environments. The ideal candidate brings strong financial operations expertise, advanced reporting capabilities, and the ability to support and guide operational teams while ensuring accuracy, compliance, and efficiency.

This position is project-based and requires travel to client financial institution locations throughout the United States as needed.

Essential Duties:

Operational Reporting and Asset Administration

· Manage reporting functions related to asset servicing, operational activities, and project deliverables.

· Coordinate activities with junior operations personnel to ensure timely completion of assignments and adherence to established policies and procedures.

· Support special projects and ad hoc operational requests as needed.

· Monitor project workflows and identify opportunities to improve operational efficiency and reporting accuracy.

Data Management and Analysis

· Utilize advanced Excel and Word skills to analyze, manipulate, and report on large volumes of financial and operational data.

· Prepare, review, and validate detailed reports to ensure accuracy, completeness, and consistency.

· Develop reporting tools and processes that enhance visibility into operational performance and asset activity.

· Identify process improvement opportunities and recommend solutions to enhance reporting effectiveness.

Team Leadership and Training

· Provide day-to-day guidance and support to junior operations staff.

· Review of work products, documentation, and reporting prepared by team members to ensure quality and accuracy.

· Assist in training team members on operational procedures, reporting requirements, and internal controls.

· Foster a collaborative and accountable team environment.

Financial Processing and Controls

· Ensure reporting and operational activities align with established financial controls and procedures.

· Apply knowledge of general ledger systems, accounts payable processes, and loan servicing systems to support operational accuracy.

· Investigate and resolve operational discrepancies or reporting issues as they arise.

· Collaborate with cross-functional teams to maintain the integrity of financial and operational processes.

Qualifications:

· Bachelor’s degree in business, Accounting, Finance, or a related field, and/or a minimum of two (2) years of experience within a financial institution or financial operations environment.

· Experience with financial processing controls and procedures within banking, financial services, or mortgage operations.

· Advanced proficiency in Microsoft Office Suite, particularly Excel and Word.

· Strong analytical, organizational, written, and verbal communication skills.

· Working knowledge of general ledger systems, accounts payable processes, and loan servicing platforms.

· Demonstrated ability to train, mentor, and review the work of team members.

Skills and Job-Specific Competencies:

· Experience working within highly regulated financial institution environments.

· Familiarity with regulatory policies, operational controls, and reporting standards applicable to financial institutions.

· Knowledge of FDIC policies and procedures is a plus.

Travel Requirements: This role requires up to 100% travel to client financial institution locations nationwide. Travel assignments are project-based and may occur at various locations throughout the United States. Travel-related expenses, including airfare, extended-stay accommodations, and per diem for meals and incidental expenses, are covered by SolomonEdwards.

Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices.

Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $55 – 60.

Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k). 

Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated.

We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives and to be their whole selves.

Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy. 

Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise.

Place of Work

Hybrid

Requisition ID

118

Job Type

Contract

Application Email

View email address on click.appcast.io