Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Operations Advisor Senior - Investor Reporting - Midland

$63.75k - $106.25k
Full-time

PNC Bank

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As an Operations Advisor Senior within PNC's Midland organization, you will be based within the PNC Midland footprint.

As a Senior Operations Advisor, this role leads critical Investor Reporting activities, ensuring accurate reporting and remittance of funds, oversight of complex transactions, and successful execution of strategic initiatives. The position strengthens operational integrity by proactively managing risk and ensuring compliance with regulatory and servicing requirements.

The ideal candidate will possess the following qualifications, skills, and attributes necessary to be successful in Investor Reporting:

• Minimum of six years of loan servicing experience, preferably within investor reporting; equivalent experience in complex financial operations will be considered
• Strong understanding of financial calculations, cash movement processes, and the ability to analyze and resolve reporting discrepancies
• Exceptional time management and prioritization skills, with the ability to effectively manage multiple competing deadlines in a fast-paced environment
• Highly organized and detail-oriented, with a proven commitment to accuracy, quality, and operational excellence
• Demonstrated ability to independently identify issues, analyze root causes, and implement effective solutions
• Sound decision-making skills, with the ability to assess risk, escalate concerns when appropriate, and drive timely resolution
• Ability to work independently while maintaining strong collaboration and communication across business partners and stakeholders
• Strong analytical and critical-thinking skills, with the ability to interpret complex data, identify trends, and support informed business decisions
• Demonstrated leadership by serving as a trusted advisor on complex reporting and reconciliation matters, mentoring peers, and advancing team objectives. Proactively monitors production workflows to identify risks, quality concerns, and operational inefficiencies, escalating issues when necessary and driving sustainable corrective actions to resolve systemic challenges, strengthen controls, and enhance overall operational performance.This position may be eligible for remote work in select geographic locations, subject to approval by PNC. If approved, work must be conducted from a quiet, secure, and confidential home-based workspace. Occasional in-office participation may be required based on business needs.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

  • Leads a critical operational support service, process, capability or initiative within an operational unit and ensures performance and/or risk indicators are met. Provides training and mentoring support to the team.
  • Establishes process performance measurements and oversees business impact. May implement critical business support services. Communicates performance statistics to internal stakeholders and senior management.
  • Promotes and monitors the production workflow and assists team members with complex escalation process issues. Independently identifies and resolves exceptions and serves as a point of escalation.
  • Monitors effectiveness and efficiency of production and/or process. Determines and/or drives change and improvement efforts in production and/or processes. Actively seeks out business partners and team members for collaboration.
  • Ensures the business adheres to policies, procedures and regulatory standards. Independently resolves compliance issues and drives risk mitigation activities.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred Skills

Accountability, Customer Solutions, Ensure Compliance, Personal Initiative, Process Improvements, Results-Oriented, Risk Mitigation Strategies, Standard Operating Procedure (SOP)

Competencies

Accuracy and Attention to Detail, Consulting, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Operational Functions, Problem Solving, Process Management, Products and Services, Standard Operating Procedures

Work Experience

Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

No Required License(s)

Language Assessments

No Required or Preferred Language Assessments

Application Window

Generally, this opening is expected to be posted for two business days from 06/03/2026, although it may be longer with business discretion.

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com .

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at View email address on aiapply.co. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call View phone number on aiapply.co and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.


At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)


PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Operations Advisor Senior - Investor Reporting - Midland in Charlotte, NC vacancy
  •  ...Investor Relations Intern WE WILL BE ACCEPTING APPLICATIONS THROUGH DECEMBER 2026...  ...exposure to investor communications, fund operations, reporting, and the day-to-day work that helps...  ...Required Qualifications Rising Junior or Senior pursuing a bachelor's degree in Real... 
    Operations
    Full time
    Contract work
    Summer work
    Internship
    Summer internship
    Work at office

    Grubb Properties

    Charlotte, NC
    3 days ago
  •  ...and business. Support current investors as well as build rapport with...  ...Compile data into actionable reports and prepare pitch and...  ...presentation materials. Work collaboratively with senior leadership. Think strategically about improving company operations. #J-18808-Ljbffr... 
    Operations

    Mach Partners

    Charlotte, NC
    17 hours ago
  • $116.2k - $229.1k

    Position Summary Cornerstone Technical Senior ConsultantOur Human Capital practice is...  ...learning and talent service delivery operations, and identifying value drivers across...  ...schedule, budget, risks, weekly status reporting, and stakeholder governance4+ years of Big... 
    Operations
    Senior
    Local area

    Deloitte

    Charlotte, NC
    2 days ago
  • $112k - $116k

     ...DescriptionWe are seeking a highly motivated Senior Consultant to join our Financial...  ...organizations. You will act as a strategic advisor, AI operator , and execution partner, using AI to...  ...assessments, process documentation, status reports, meeting outputs, and stakeholder... 
    Operations
    Senior
    Work experience placement
    Work at office
    Immediate start
    Worldwide
    3 days per week

    Sia Partners

    Charlotte, NC
    17 hours ago
  •  ...DescriptionProSidian is a Management and Operations Consulting Services Firm focusing on...  ...Consulting at .Job DescriptionProSidian Seeks a Senior Financial Consultant | Finance [COC00412...  ....Prepare and present high-level reports.The role(s) are located in the Mid Atlantic... 
    Operations
    Senior
    Full time
    Contract work
    Temporary work
    For contractors
    Work at office
    Remote work
    Flexible hours

    Prosidian Consultng

    Charlotte, NC
    1 day ago
  • Position Senior Advisor - LLC/S-Corp position - up to 90% travel (US - based) Job Overview At...  ...industrial leaders to solve complex operational challenges, delivering measurable results...  ...roadmaps, dashboards, cost‑benefit analyses, reports, and executive presentations Support... 
    Operations
    Senior
    For contractors

    FTE Factory Advisors

    Charlotte, NC
    5 days ago
  •  ...expanded utilization of the product in order to achieve operational efficiency, risk management, client and advisor experience, and asset and revenue goals....  ...lists, process and procedure documentation, SLAs, reporting etc.. Work with SME partners to ensure all regulations... 
    Operations
    Senior
    Full time
    Part time
    Work at office
    Shift work
    Day shift

    Truist

    Charlotte, NC
    3 days ago
  •  ...evaluating mission, governance, board oversight, operating model, program performance, fundraising...  ...structuring.Span of Control: No direct reports, but encompasses regular communication...  ....Problem Complexity: Very complex. Senior Portfolio Managers will be assigned more... 
    Operations
    Senior
    Full time
    Part time
    Seasonal work
    Shift work
    Day shift

    Truist

    Charlotte, NC
    1 day ago
  • $128k - $252.5k

     ...organizations execute deals and capture value. As a Senior Consultant in M&A Finance & Operations (M&A Finance), you will work across finance, accounting...  ...helping clients address critical operational and reporting needs throughout the transaction lifecycle.Recruiting... 
    Operations
    Senior
    Local area

    Deloitte

    Charlotte, NC
    2 days ago
  •  ...Healthcare Financial/Actuarial Senior Director As a Healthcare...  ...actionable insights and client-ready reporting. Risk Management Expertise...  ..., serving as a trusted advisor to drive engagement and...  ...Identification 202602631 Job Category Operations Strategy and Management... 
    Operations
    Senior
    Full time
    Contract work
    Temporary work
    Local area
    Visa sponsorship
    Work visa
    Flexible hours

    Willis Towers Watson

    Charlotte, NC
    4 days ago
  • $170k - $200k

     ...following job description:Provides senior leadership level risk...  ...execution of the EDRO Coverage and Operating Model including risk advisory...  ...Operates as a strategic risk advisor and business partner to the...  ...when needed data risk reporting and metrics to effectively reflect... 
    Operations
    Senior
    Full time
    Contract work
    Part time
    Work at office
    Shift work
    Day shift

    Truist

    Charlotte, NC
    3 days ago
  •  ...Product Marketing, Content, and Marketing Operations to ensure campaign coherence, consistent...  ...with monthly adjustments. Monitor and report on KPIs including pipeline contribution,...  ...present strategy and results clearly to senior leadership. High energy, proactive self-... 
    Operations
    Senior
    16 hours
    Full time
    Temporary work
    Local area
    Remote work

    AvidXchange

    Charlotte, NC
    5 hours ago
  •  ...Role Wells Fargo is seeking a Senior Lead Technology Risk Officer....  ...transforming complex risk, operational, and portfolio data into actionable...  .... The role serves as a key advisor to senior leaders, driving...  ...the management disciplines and reporting needed to support... 
    Operations
    Senior
    Full time
    Work experience placement
    Relocation package

    Wells Fargo

    Charlotte, NC
    1 day ago
  • $122k - $240.5k

     ...professionals reimagining and re-engineering operations and processes that are critical to...  ...you’ll doAs an Engineering Transformation Senior Consultant on the Engineering as a...  ...management tools (Confluence, JIRA) and reporting in a consulting and/or technology environment... 
    Operations
    Senior
    Work at office
    Local area
    Visa sponsorship
    Flexible hours
    Shift work

    Deloitte

    Charlotte, NC
    2 days ago
  •  ...who wants to transition into the investment industry and gain exposure to fund operations, financial reporting, loan portfolios, valuations, and investor reporting.Working alongside senior finance and investment professionals, you'll play a key role in supporting investment... 
    Operations
    Senior
    Work at office

    TalentsBridge

    Charlotte, NC
    3 days ago
  • $115k - $175k

     ...public sector solutions implementation and operations improvement firm that partners with...  ...EducationEquitable EducationRecovery ServicesThe Sr. Advisor provides leadership, vision, and...  ...agency data ingestion process including reporting and other technology services.Provides... 
    Operations
    Senior
    Full time
    H1b
    Work at office
    Local area

    PCG Public Consulting Group

    Charlotte, NC
    17 hours ago
  • $79k - $119k

     ...than 7,800 employees, BWXT has 14 major operating sites in the U.S., Canada and the U.K. We...  .... Position Overview: The Investor Relations Analyst will play an important...  ...Officer, as well as other members of BWXT’s senior leadership team, including the Chief Executive... 
    Operations
    For contractors
    Local area
    Flexible hours

    BWXT

    Charlotte, NC
    7 days ago
  • $100.4k - $197.9k

     ...collaborative environment? As an experienced Fund Reporting and Treasury Manager, you will have the...  ...and unlock new levels of financial and operational excellence..Work you’ll doThe Fund...  ...From entry-level employees to senior leaders, we believe there’s always room... 
    Operations

    Deloitte

    Charlotte, NC
    5 hours ago
  • $105k - $207k

     ...unlock value. Your work may span strategy, operations, process design, and technology as we...  ...02/2026. Work You’ll Do As a OneStream Reporting Specialist Developer on the Business Finance...  ...From entry-level employees to senior leaders, we believe there’s always room... 
    Operations
    Senior
    Local area

    Deloitte

    Charlotte, NC
    1 day ago
  • $95.55k - $195.25k

     ...Deloitte brand.Recruiting for this role ends on May 31, 2027Work you’ll do As a Tax Strategy and Transformation Senior Consultant supporting Transformation in Operations/Finance, you will collaborate with Tax subject matter specialists, technologists, and key stakeholders.... 
    Operations
    Senior
    Work at office
    Local area
    Visa sponsorship

    Deloitte

    Charlotte, NC
    4 days ago
  • TIAA’s Corporate Controller group is looking for an experienced Senior Manager to lead statutory accounting and financial reporting activities across our insurance and reinsurance operations. This role is responsible for ensuring the accuracy of the statutory accounting... 
    Operations
    Senior
    Full time
    Work at office

    Teachers Insurance and Annuity Association

    Charlotte, NC
    4 days ago
  • $110.7k - $218.3k

     ...financial leaders face increasing demands to enhance business performance, drive shareholder value, and optimize operational efficiency. As an Oracle Senior Consultant at Deloitte, you will help clients define their cloud strategy, design and implement solutions aligned... 
    Operations
    Senior
    Visa sponsorship

    Deloitte

    Charlotte, NC
    1 day ago
  • $148.2k - $292.3k

     ...As part of Deloitte’s Finance Operate team, you will work with CFOs...  ..., strengthen controls and reporting, and drive better business outcomes...  ...role ends 12/31/2026. As a Senior Manager, Solution Delivery in...  ....Serve as a senior advisor to clients and Deloitte leadership... 
    Operations
    Senior
    Local area

    Deloitte

    Charlotte, NC
    1 day ago
  •  ...responsibilities of the Investment Banking Consulting Senior Manager may include:Lead the design,...  ...investment banks, spanning business, operational, regulatory, and digital operating model...  ...client requirements.Act as a trusted advisor to senior and executive sell-side... 
    Operations
    Senior
    Full time
    Live in
    Work at office
    Local area

    Accenture

    Charlotte, NC
    4 days ago
  • $64.2k - $116.4k

     ...accurate, consistent, timely and insightful financial and operational information/advice that helps build a better working world...  ...decisions. The opportunity In the Engagement Business Advisor (EBA) - Senior Associate role, you will be an experienced, finance... 
    Operations
    Senior
    Contract work
    Work experience placement
    Summer holiday
    Work at office
    Flexible hours

    EY

    Charlotte, NC
    4 days ago
  • $93.4k - $128.4k

     ..., with a focus on regulatory reporting, controls, committee governance...  ...designed, documented, and operating effectively to mitigate operational...  ...tracking and reporting, senior leader and process owner certifications...  ...our stakeholders — clients, advisors, employees and shareholders.... 
    Operations
    Senior
    Full time
    Contract work
    H1b
    Work at office
    Work from home
    Visa sponsorship
    1 day per week

    Ameriprise Financial

    Charlotte, NC
    1 day ago
  • $116.2k - $229.1k

     ...works with clients to transform their technology services and operations. We partner with CIOs, tech executives, and service owners (HR,...  ...Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities... 
    Operations
    Senior
    Local area
    Shift work

    Deloitte

    Charlotte, NC
    1 day ago
  •  ...finance industry together.The Investor Relations team is part of the...  ...the investment community. Reporting to Investor Relations leadership...  ...This role offers exposure to senior leadership, including the...  ...performance, strategic priorities, and operational execution.Help ensure... 
    Full time
    Relocation

    The Charles Schwab Corporation

    Charlotte, NC
    2 days ago
  • $112k - $210k

     ...laws and regulations and the adequacy of operational controls and processes in mitigating...  ...of REA team on projects and testing. The Senior Manager must have a strong understanding...  ...and testing, analysis of findings, and reporting to ensure effective, sustainable risk management... 
    Operations
    Senior
    Full time
    Work at office
    Flexible hours
    Shift work

    KeyBank

    Charlotte, NC
    4 days ago
  •  ...to achieve business objectives. From strategy to technology to operations, and across workforce, risk, assurance, and tax, Deloitte helps...  ...role ends on 12/01/2026Work you'll doAs a Finance Analytics & AI Senior Consultant, you’ll work with the best in the business to solve... 
    Operations
    Senior
    Local area
    Visa sponsorship

    Deloitte

    Charlotte, NC
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Operations Advisor Senior - Investor Reporting - Midland. Be the first to apply!