Menu

Conversion Analyst

at Fiserv in Dover, Delaware, United States

Job Description

What does a great Conversion Analyst do?

About the Role :

You will be the primary application liaison between Fiserv and the Client to work together to help the Client to understand the process and requirement details involved in data conversions, product implementations, and occasional professional service projects. Working with new and existing Fiserv clients you will provide analysis, consultation and guidance on projects to ensure an accurate data conversion and enable clients to best function on the Fiserv system. Your efforts will be rewarded with a successful quality conversion, client satisfaction, and a positive post conversion survey.

About our Business:

Our Bank Solutions team delivers technology products and services for community, regional and large financial institutions through an outsourced service center. The Conversions team is responsible for the conversion of Client data, the implementation of products, and client support on the Fiserv bank servicing platform, Cleartouch. This platform enables Clients to improve their customer service and streamline back-office operations by providing mission-critical banking functionality while also serving as a delivery channel for an array of other advanced, value-adding Fiserv solutions.

Essential Job Responsibilities :

+ Determine and clearly document client requirements (conversion procedures) to ensure thorough understanding by the client and programming staff. Document field level conversion requirements via the system study document, verify converted data, balance applications and achieve the goal of the Client being self-supporting.

+ Conduct review(s) of system study document(s) with clients to communicate all changes to data, parameter settings and process changes as required. Take ownership of your application(s) communications to maintain an open regular dialogue with client staff to discuss requirements, process changes and what to expect throughout the conversion process and after conversion.

+ Identify clients’ training needs through the system study process and discuss these items with the Fiserv application trainer. Follow up with the client after completion of application training to address any outstanding items discussed during training.

+ Work with client to identify internal procedures that may need to be changed prior to conversion to accommodate system differences. Provide consultation to clients before, during and after conversion, including the development of new department procedures necessitated by the conversion.

+ Ensure balancing of all applications to GL are completed during the conversion process and are discussed/reviewed with the client and the Accounting Systems analyst during post-conversion support.

+ Communicate progress and any potential problems to Conversion Project Manager and Conversion Resource Manager for awareness and/or resolution.

+ Continuously examine procedures, processes and tools for maximum effectiveness and efficiency. Look to eliminate, consolidate and improve the process wherever possible.

+ Provide additional application training to the client before, during and after the conversion, including daily application balancing procedures. The Fiserv Training Department provides the initial application training for the client.

+ Other duties as assigned by the manager. These may include, but are not limited to: existing client parameter reviews, QA assistance with new releases, conducting training sessions for clients or internal associates, etc.

The above statements are intended only to describe the general nature of the job, and should not be construed as an all-inclusive list of position responsibilities.

Required Qualifications :

+ 4-year college degree preferred or equivalent experience; or other schooling/certifications supported with 3-5 years relevant financial industry experience and/or application knowledge

+ Requires five years of banking/lending application experience and/or related functions such as data analysis, data mapping, client service support or business analysis for financial industry applications

+ Good knowledge of MS Office – Word and Excel

Preferred Skills, Experience, and Education:

+ Previous conversion experience

+ Accounting or Loan Servicing experience in a financial institution, fintech, or data processing provider

+ Other Banking/data processing background

+ 3+ years in a related job function (i.e., experience as a Product Support Representative in primary application is desirable. Other related roles: Product/System Analyst, Programmer, Trainer, or Quality Assurance)

+ Knowledge of Cleartouch products

Physical Requirements:

+ Repetitive use of hands (keyboarding, notetaking)

+ Involves long periods (6 or more hours) of sitting at computer/desk; Multi-day client review sessions

+ Involves traveling, carrying items (luggage, boxes, laptop, etc., 30-50 lbs.)

Work Environment:

+ Travel Required: Approximately 10% travel required to provide onsite client support after conversion.

+ Weekend work required during conversion events. Remote (at home) work may be an option based on the right candidate’s experience and background; alternate/remote locations may be considered

Travel required : 10-15% travel required

Who We Are: Our Bank Solutions team delivers technology products and services for community, regional and large financial institutions through an outsourced service center. The Conversions team is responsible for the conversion of Client data, the implementation of products, and client support on the Fiserv bank servicing platform, Cleartouch. This platform enables Clients to improve their customer service and streamline back-office operations by providing mission-critical banking functionality while also serving as a delivery channel for an array of other advanced, value-adding Fiserv solutions.

Learn more about Fiserv:

To support the total well-being of our associates, Fiserv takes a broad approach to our benefits. We offer a comprehensive benefits package that provides flexibility and affordability with a variety of medical, dental, vision, life insurance and disability options.

We are #FISVProud of our benefits and well-being programs. Our commitment to wellness, wellness education, preventive services and fitness activities are designed to meet you where you are.

Life moves fast. And as it does, we know most people aren’t thinking about “financial services”. But we are.

We help people and businesses move money and information every minute of every day. Our solutions connect financial institutions, corporations, merchants and consumers to one another, millions of times a day, behind the scenes, reliably and securely.

We’re Fiserv, a global leader in Fintech and payments enabling innovative financial services experiences that are in step with the way people live and work today. The company’s approximately 44,000 associates proudly serve clients in more than 100 countries, so their customers, members and consumers can move money when and where they need it, at the point of thought.

Our Aspiration is to move money and information in a way that moves the world. As a FORTUNE™ 500 company and one of FORTUNE Magazine World’s Most Admired Companies for the seventh consecutive year, we are committed to excellence and purposeful innovation.

We welcome and encourage diversity in our workforce. Fiserv is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran

Explore the possibilities of a career with Fiserv and Find Your Forward with us.

Copy Link

Job Posting: JC202815872

Posted On: Jan 24, 2022

Updated On: Jan 31, 2022