Senior Operations Advisor – Investor Reporting

PNC

. Lead critical Investor Reporting activities .

Posted 9/21/2026full-timeUnited StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in Investor Reporting and complex financial operations, with a strong focus on compliance, risk management, and operational excellence. Proven ability to lead teams, mentor peers, and drive process improvements while ensuring accuracy and quality in reporting.

Highest-signal resume keywords

Investor ReportingOperational Risk ManagementFinancial CalculationsData AnalysisLeadership and Mentoring

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan ServicingComplex Financial OperationsReporting Discrepancy ResolutionProcess Performance MeasurementCash Movement Processes

Soft Skills

Time ManagementDetail-OrientedAnalytical ThinkingDecision-MakingCollaboration

Industry Keywords

Regulatory ComplianceOperational ExcellencePerformance IndicatorsWorkflow MonitoringRisk Mitigation

About the role

Key responsibilities & impact

Lead critical Investor Reporting activities
Ensure accurate reporting and remittance of funds
Oversee complex transactions
Execute strategic initiatives
Proactively manage operational risk and ensure compliance with regulatory and servicing requirements
Lead an operational support service, process, capability, or initiative within an operational unit
Ensure performance and risk indicators are met
Provide training and mentoring support to the team
Establish process performance measurements and oversee business impact
Implement critical business support services as needed
Communicate performance statistics to internal stakeholders and senior management
Promote and monitor production workflow
Assist team members with complex escalation process issues
Identify and resolve exceptions independently and serve as a point of escalation
Monitor production and process effectiveness and efficiency
Drive change and improvement efforts in production and processes
Collaborate with business partners and team members
Ensure adherence to policies, procedures, and regulatory standards
Resolve compliance issues independently and drive risk mitigation activities
Monitor workflows to identify risks, quality concerns, and operational inefficiencies
Drive sustainable corrective actions to resolve systemic challenges, strengthen controls, and enhance operational performance

Requirements

What you’ll need

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 and cash movement processes
Ability to analyze and resolve reporting discrepancies
Exceptional time management and prioritization skills
Highly organized and detail-oriented, with commitment to accuracy, quality, and operational excellence
Ability to independently identify issues, analyze root causes, and implement effective solutions
Sound decision-making skills and ability to assess risk, escalate concerns, and drive timely resolution
Ability to work independently while collaborating and communicating across business partners and stakeholders
Strong analytical and critical-thinking skills
Ability to interpret complex data and identify trends
Demonstrated leadership serving as a trusted advisor on complex reporting and reconciliation matters
Ability to mentor peers and advance team objectives
University/college degree typically required for roles at this level, with 3+ years of relevant/direct industry experience
In lieu of a degree, a comparable combination of education, job-specific certifications, and experience may be considered
Bachelor's degree listed under Education
No required certifications
No required licenses
No required or preferred language assessments
Must not require employment visa sponsorship; PNC will not provide sponsorship or participate in STEM OPT

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
Between 15 to 25 vacation days each year, depending on career level
Remote work may be available in select geographic locations, subject to approval
Quiet, secure, and confidential home-based workspace when working remotely