Jobs - Banking & Lending Consultant
Company Overview
Primatics Financial is a medium sized DC-based consulting practice that designs and implements customized solutions for companies in the financial services industry. We specialize in Fixed Income Processing and Mortgage Banking Activities. We offer world-class business process re-engineering, project management, and technology enablement services. Our current clients include large capital market firms, investment managers and banks. Our consultants are highly experienced, dedicated, and creative professionals — many are the best and brightest in the field.We are currently searching for a Banking & Lending Consultant to serve on one of our client engagements. Job responsibilities and requirements are as follows:
Responsibilities
- Easily Interpret the needs of clients in the banking, finance, audit and technology environment
- Assist with project planning and control processes for engagement
- Provide top-quality results on all deliverables in a timely fashion and within project cost targets
- Facilitate efficient meetings regarding project goals or client updates
- Serve as a lead role in developing a strong working relationship between Primatics Financial Consulting and the client
- Assist with the recruiting and hiring process for assigned team
- Demonstrates proficiency in all MS office programs, specifically MS Excel, MS Access, and MS Visio
Requirements
- Bachelor’s degree in Accounting and/or Finance
- CPA or CFA certified and/or MBA preferred
- 4+ years of related industry experience
- Specific working experience with commercial and consumer lending processes and products a plus
- Knowledge of technology and systems that support financial reporting
- Experience with documenting and developing functional business requirements for front, middle, and back-office operations
- Excellent oral, written, interpersonal and presentation skills a must
- Flexibility to travel
- Ability to weigh different views and make quick decisions
- Working experience including skills in reconciliation, invoice preparation, processing financial transactions, and preparing financial budgets, etc.
- Ability to interface and negotiate with senior executives
- Must be committed to achieving results - ability to understand both strategic impact of decisions yet able to operate at a tactical level to accomplish tasks with proven ability to take initiative to solve problems independently
If you are interested in joining the Primatics team, please submit a resume and cover letter to careers@primaticsfinancial.com.
Primatics Financial, LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, national origin, religion, color, gender, sexual orientation, age, non-disqualifying physical or mental disability or any other basis covered by law. Employment decisions are based solely on qualifications, merit and business need.
Apply Now
If you are interested in joining the Primatics team, please submit a resume and cover letter to careers@primaticsfinancial.com.
Testimonials
Chris Lorek
Senior Consultant
"Primatics is committed to fostering my development as a consultant. They have thoroughly supported my endeavors to further my industry knowledge and pursue the chartered financial analyst (CFA) designation. This is an organization that works hard, but also understands the importance of a work/life balance."
Minah Song, CPA
Manager
"Working for Primatics has been a great experience thus far. I enjoy a team-oriented environment, receiving great mentorship, and being rewarded and recognized for my hard work. I also love the feel of a small company but with comparable benefits of a large firm."

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