Lending Solutions Associate - Securities-Backed Credit Expert

LPL Financial; Charlotte (NC); Vor Ort; USD 34.000 - 57.000; Vollzeit

Benefits dieser Stelle

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Zusammenfassung

LPL Financial is seeking an Associate Lending Specialist to support Secured Credit Account (SCA) initiatives and provide direct support to Advisors in a fast-paced banking and lending environment.

You will become a subject-matter expert on SCA and margin products, helping Advisors navigate product characteristics, policies, and lifecycle processes from origination to closure, while collaborating with cross-functional teams to enhance Advisor experiences.

Qualifikationen

• Bachelor’s degree in Finance, Business Administration, or a related field.
• 3+ years of experience within financial services (preferably in a wealth management context) with knowledge of securities-backed lending and margin.
• Experience providing exceptional support and service to client-facing financial professionals and their teams.

Aufgaben

• Serve as SCA and margin product expert and support Advisor inquiries, including, but not limited to: Key product characteristics, benefits, and risks; How to use the systems and technology that support these products over the product life cycle from loan origination, loan draws, loan payments, to account closure; and Product policies and procedures.
• Serve as first point of contact to help Advisors with inquiries and requests to resolve client issues, concerns, and time-sensitive needs.
• Escalate lending product policy exception requests.
• Support the transition of external client loans to LPL.
• Provide feedback and suggestions for continuous improvement to the Product Manager, Lending Solutions.

Kenntnisse

Verbal communication

Written communication

Problem solving

Organization

Active listening

Adaptability

Ausbildung

Bachelor’s degree in Finance, Business Administration, or a related field

Jobbeschreibung

LPL Financial is seeking an Associate Lending Specialist to support Secured Credit Account (SCA) initiatives and provide direct support to Advisors in a fast-paced banking and lending environment.

You will become a subject-matter expert on SCA and margin products, helping Advisors navigate product characteristics, policies, and lifecycle processes from origination to closure, while collaborating with cross-functional teams to enhance Advisor experiences.