Operations Advisor – Investor Reporting

PNC

. Support critical operational support services, processes, capabilities, or initiatives within an operational unit .

Posted 9/28/2026full-timeUnited StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in loan servicing and financial operations, with a strong focus on compliance, risk mitigation, and performance measurement. Capable of independently resolving complex issues while providing leadership and support to team objectives.

Highest-signal resume keywords

Loan Servicing ExperienceFinancial CalculationsRegulatory ComplianceAnalytical SkillsLeadership Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Performance MeasurementProcess ImprovementRisk MitigationFinancial ReportingData Analysis

Soft Skills

Time ManagementProblem SolvingDecision MakingOrganizational SkillsDetail Orientation

Certifications & Qualifications

Job-Specific Certification

Industry Keywords

FDIASAFE ActFINRAInvestor ReportingOperational Controls

About the role

Key responsibilities & impact

Support critical operational support services, processes, capabilities, or initiatives within an operational unit
Ensure performance and risk indicators are met
Establish and monitor process performance measurements and business impact
Prepare performance statistics and reports for internal stakeholders and senior management
Monitor production workflow and assist team members with escalated process issues
Independently identify and resolve exceptions and serve as a point of escalation
Monitor production and process effectiveness and efficiency
Determine and drive change and improvement efforts in production and processes
Ensure adherence to policies, procedures, and regulatory standards
Independently resolve compliance issues and drive risk mitigation activities
Accurately and timely report and remit funds according to servicing agreements for assigned contracts
Mitigate risk by meeting regulatory and compliance requirements

Requirements

What you’ll need

Minimum four years of loan servicing experience, preferably in investor reporting; equivalent experience in complex financial operations will be considered
Strong understanding of financial calculations and cash movement concepts
Exceptional time management and prioritization skills
Highly organized and detail oriented
Demonstrated independent problem solving capability
Sound decision making skills
Ability to work independently
Strong analytical skills
Demonstrated leadership skills, including mentoring peers, providing guidance on complex reporting and reconciliation issues, and proactively supporting team objectives, operational controls, and risk mitigation efforts
Bachelor's degree; in lieu of a degree, a comparable combination of education, job-specific certification(s), and experience may be considered
No employment visa sponsorship or STEM OPT
Must satisfy applicable FDIA, SAFE Act, and/or FINRA requirements where applicable

Benefits

Comp & perks

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 plan
Stock purchase plan
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid
Robust wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
9 occasional absence days each year, unless otherwise required by law
15 to 25 vacation days each year, depending on career level and years of service
Potential remote work in select geographic locations, subject to approval
Quiet, secure, and confidential home-based workspace for approved remote work