Quality Assurance and Application Specialist

Department: Advisory
Location: Remote
Reports To: Senior Implementation and QA Manager

Salary: $71,400-$94,400

Summary Job Description:
The Quality Assurance and Application Specialist for Advisory Services is a key contributor responsible for ensuring the functional quality, reliability, and usability of the CECL FIT solution used by community financial institutions. This role combines hands-on manual testing and defect identification with application specialist responsibilities, including user support, documentation, and training. The position focuses on validating CECL FIT’s web-based features and workflows, helping to ensure that new enhancements and releases meet defined business and regulatory requirements while also enabling users to adopt and utilize the application effectively. Working closely with the Senior Implementation and QA Manager, product owners, financial analysts, Advisors, and developers, this role supports the broader implementation and optimization efforts of Advisory Services by providing rigorous, repeatable testing, clear user-facing guidance, and practical training throughout the software delivery lifecycle.

Duties and Responsibilities:
  • Execute detailed manual testing for CECL FIT features and enhancements, following defined test plans and timelines to support on-time, high-quality releases and to ensure users receive stable, well-understood functionality.
  • Create, maintain, and organize test cases and test scripts for CECL FIT based on business requirements, configuration specifications, and implementation plans provided by the Senior Implementation and QA Manager.
  • Validate end-to-end CECL FIT workflows, including data inputs, calculations, and outputs, to ensure results align with documented business rules and community financial institution use cases.
  • Log, track, and retest defects in coordination with the Senior Implementation and QA Manager and development teams, providing clear reproduction steps, impact assessment, and verification of fixes.
  • Support UAT for CECL FIT by preparing test scenarios and data, assisting internal stakeholders during UAT execution, capturing feedback, and consolidating issues for review and prioritization.
  • Perform exploratory testing on new CECL FIT functionality and configurations to uncover edge cases, usability issues, and workflow gaps that may not be covered by scripted tests.
  • Assist in maintaining and improving CECL FIT QA documentation, including test case repositories, regression checklists, and simple runbooks that align with evolving implementation and optimization processes.
  • Act as an application specialist for CECL FIT, becoming a go-to resource for internal users and supporting Advisors in understanding how the application is configured and used in different client contexts.
  • riage user-reported issues by reproducing behaviors in CECL FIT, distinguishing between software defects, configuration gaps, and training opportunities, and routing them appropriately.
  • Create and update CECL FIT user-facing documentation, including user guides, quick reference materials, and release notes that clearly explain new features, changes, and known impacts.
  • Draft and maintain internal enablement materials (such as Advisor FAQs, configuration tips, and “how-to” instructions) to support consistent use of CECL FIT across Advisory and internal stakeholders.
  • Support and occasionally deliver CECL FIT training sessions for clients and internal teams, including new feature walk-throughs, workflow demonstrations, and basic user onboarding in partnership with Advisors.
Skills Required: 
  • Demonstrated experience creating clear, structured test cases and test scripts from requirements, user stories, or business rules, and executing them independently.
  • Strong attention to detail, with the ability to identify edge cases, inconsistencies, and subtle UI or workflow issues in complex financial or business applications.
  • Proficiency in defect documentation and lifecycle management: accurately reporting issues, tracking status, retesting fixes, and verifying regression impact.
  • Experience working with task or project tracking tools (e.g., Monday.com, Jira) and using spreadsheets (Excel or similar) for test tracking or results analysis.
  • Solid understanding of core QA concepts: test design techniques, functional vs. regression vs. smoke testing, risk-based testing, and basic SDLC/Agile practices.
  • Ability to read and understand business requirements and translate them into test conditions and acceptance criteria; comfortable asking clarifying questions to analysts and SMEs.
  • Strong written communication skills for documenting test cases, defects, and simple test summaries for leadership and stakeholders.
  • Comfortable working primarily with internal stakeholders (analysts, developers, senior VPs), including joining calls to listen, take notes, and follow up on testing-related action items.
Nice to Have:
  • Experience testing applications in banking, financial services, risk management, or accounting domains; familiarity with CECL, credit risk, or related regulatory concepts is a plus but not required.
  • Interest in test automation and modern QA tooling (e.g., UI automation frameworks, API testing tools, or low-code/AI-driven test solutions), with a willingness to learn as the team introduces automation.
  • Exposure to Jira and Confluence for test case management, defect tracking, and documentation, especially in an Agile or iterative delivery environment.
  • Experience validating reports or dashboards (e.g., comparing summarized outputs to known inputs or scenarios) in a finance or analytics context.
  • Basic familiarity with API concepts (requests, responses, status codes) and tools
  • Prior experience in a growing QA function where processes, tooling, and documentation were being built out, and comfort contributing to that maturation.
Education/Experience Requirements:
  • Bachelor’s degree in a related field
  • 3–5 years of hands-on software QA or software testing experience, with a focus on web applications and business workflows.

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.