Lending Solutions Lead for Advisor Support

LPL Financial; Tempe (AZ); Vor Ort; USD 65.000 - 95.000; Vollzeit

Zusammenfassung

LPL Financial in Tempe seeks a Lending Specialist to support Secured Credit and margin lending, serving as the subject-matter expert for Advisors and coordinating with service teams to resolve client issues.

You will guide product use through loan origination, draws, payments, and closures, while ensuring compliance and delivering strong client service. A Bachelor's in Finance or related field, 5+ years in financial services, and a Series 7 license are ideal.

Qualifikationen

• Bachelor's in Finance or related field.
• 5+ years in financial services.
• Series 7 license.

Aufgaben

• Act as subject-matter expert for Advisors on Secured Credit Account and margin lending.
• Coordinate with service teams to resolve client issues and ensure seamless service.
• Guide product use across loan origination, draws, payments and closures while maintaining compliance.

Kenntnisse

Financial services experience

Ausbildung

Bachelor's in Finance or related field

Tools

Series 7 license

Jobbeschreibung

LPL Financial in Tempe seeks a Lending Specialist to support Secured Credit and margin lending, serving as the subject-matter expert for Advisors and coordinating with service teams to resolve client issues.

You will guide product use through loan origination, draws, payments, and closures, while ensuring compliance and delivering strong client service. A Bachelor's in Finance or related field, 5+ years in financial services, and a Series 7 license are ideal.