Lending Solutions Specialist for Advisors

LPL Financial

Tempe (AZ)

In loco

USD 65.000 - 95.000

Tempo pieno

14 giorni+

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Descrizione del lavoro

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.

Competenze

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

Mansioni

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.

Conoscenze

Financial services experience

Formazione

Bachelor's in Finance or related field

Strumenti

Series 7 license

Descrizione del lavoro

The Lending Specialist at LPL Financial in Tempe will support our Secured Credit Account and margin lending offerings, acting as the subject-matter expert for Advisors and coordinating with service teams to resolve client issues. You will guide product use across loan origination, draws, payments, and closures while ensuring compliance and strong client service.

Ideal candidates hold a Bachelor's in Finance or related field, 5+ years in financial services, and a Series 7 license.

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