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 *