Client Data Processing Associate

Department: Advisory Services
Location: Remote
Reports To: VP, Advisory Services

Salary: $25-$32 per hour
Employment Type: This is a temporary-to-hire position, with performance evaluated after 90 days for potential conversion to a permanent role. The position will begin as a part-time role at 28 hours per week. Hours will be increased upon conversion to permanent employment, subject to business needs and performance.
Description of Job Duties:
The Client Data Processing Associate is a member of the Advisory Services team responsible for processing, validating, reconciling, and preparing client data for final review, reporting, and model-related activities. The role supports accurate, timely, and consistent client processing by ensuring data is received, documented, and handled in accordance with established procedures and client-specific requirements.
The Associate works closely with internal team members to obtain information, confirm balances, investigate discrepancies, resolve routine data-processing and application issues, and prepare materials for final quality review. This position requires strong attention to detail, organization, communication skills, proficiency with data files and web-based applications, and the ability to follow documented procedures and quality-control standards.
Duties and Responsibilities:
  • Process, validate, reconcile, and prepare client data files for final review, reporting, and model-related activities.
  • Review client data for completeness, accuracy, formatting, balance consistency, and compliance with documented processing requirements.
  • Coordinate with internal team members to obtain missing information, confirm balances, clarify data questions, and resolve routine processing exceptions.
  • Troubleshoot and resolve introductory to moderately complex application and data-related issues, escalate complex issues to the appropriate internal teams.
  • Maintain accurate documentation, processing records, client communications, checklists, issue logs, and status tracking.
  • Process data, perform reconciliations, run models and prepare reports for final quality review.
  • Follow documented procedures, client-specific instructions, quality-control standards, data-security requirements, and established service-level expectations.
  • Identify and recommend process improvements that enhance data quality, processing consistency, client service, and operational efficiency.
  • Maintain current knowledge of supported applications, internal procedures, and applicable regulatory guidance.
Education/Skills/Experience:
  • Basic familiarity with FASB and regulatory expectation regarding CECL/ALLL, relationship profitability and loan portfolio stress testing
  • Experience supporting complex accounting or other financial systems.
  • Experience Providing superior client service in technical help desk or accounting environment
  • Proficient in Microsoft Office Suite and Adobe Pro
  • Excellent oral and written communication skills with all levels of client management
  • Strong attention to detail with the ability to review and organize qualitative and quantitative data for senior review
  • Bachelor’s degree in accounting or finance or related field or equivalent experience preferred
  •  2-3 years working experience in operating financial models 
  • Proficient in MS Office Suite; SQL or MySQL experience preferred
  • Banking or Credit Union experience a plus

Physical Demands/Work Environment:

The physical demands/work environment described here is a representation of what must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand or sit; use hands/arms/fingers to handle, feel or reach, talk/hear, position self to move and have visual acuity to determine accuracy, neatness, and thoroughness of the work assigned. The employee may be required to lift and /or move up to 25 pounds. The noise level in the work environment is usually moderate.

icon apply for a position with pcbb

To Apply

Email Human Resources

PCBB is an equal opportunity employer and will consider qualified applicants for employment without regard to race, color, national origin, ancestry, sex, gender, gender identity, gender expression, religious creed, disability (mental and physical), medical condition, genetic information, age, marital status, sexual orientation, military and veteran status, or any other characteristics protected by federal, state or local law.