Loan Consultant

Jobtailor; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

MassMutual is seeking a data-driven professional to work with the Head of MMLIS Advisor Loans and Transitions to develop practice assessment capabilities for wealth recruits and loan programs.

You will conduct detailed financial analyses, create decision-ready reports, and collaborate with Recruiting, Operations, and product teams to optimize advisor loan programs. Excellent communication and cross-functional collaboration are essential.

Qualifications

• 4+ years’ experience in a client-facing role within financial services (e.g., wealth management, financial planning, private banking, or investment solutions).
• 3+ years' experience working with Microsoft Excel.
• 1+ years of experience working cross-functionally with field partners, with a focus on relationship management.
• Must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA.
• Experience in client-facing analytics, strategy consulting, or financial analysis.
• Experience working with clients, advising on marketing/business performance, and influencing decisions with insights and measurement.
• Ability to analyze datasets, identify actionable insights, and communicate findings via presentations and/or dashboards.
• Ability to present simple and compelling stories to audiences of all levels.
• Excellent written and verbal communication skills.
• Tableau and/or SAS software experience.
• Excel VBA experience.

Responsibilities

• Develop practice assessment capabilities for wealth recruits and practice acquisition candidates.
• Conduct detailed financial assessments, loan structures, break-even analyses, and sensitivity analyses.
• Coordinate assessment efforts across necessary home office partners.
• Analyze, report, and solve problems related to advisor loan programs administered through MMLIS.
• Produce detailed reports and summaries through the recruit deal generation process.
• Collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.
• Interpret loan profitability requirements into meaningful insights for rapid decision-making.
• Identify and develop key performance indicators for analysis.
• Profile, categorize, and analyze data; derive insights through visualizations for the governance team.
• Develop presentation materials and meeting collateral for Advisor Loan programs.
• Consult with and provide directional guidance to data users.
• Perform reporting and system testing for system enhancements within scheduled timeframes.
• Collaborate with Recruiting, Operations, product areas, and other MassMutual organizations.

Skills

Financial Analysis

Client-Facing Analytics

Microsoft Excel

Excel VBA

Data Visualization

Reporting

Education

High School Diploma

Tools

Tableau

SAS

Excel VBA

Job description

Work directly with the Head of MMLIS Advisor Loans and Transitions to develop practice assessment capabilities for wealth recruits and practice acquisition candidates
Conduct detailed financial assessments, loan structures, break-even analyses, and sensitivity analyses
Coordinate assessment efforts across necessary home office partners
Analyze, report, and solve problems related to advisor loan programs administered through MMLIS
Produce detailed reports and summaries through the recruit deal generation process
Collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy
Interpret loan profitability requirements into meaningful insights for rapid decision-making
Identify and develop key performance indicators for analysis
Profile, categorize, and analyze data; derive insights through visualizations for the governance team
Develop presentation materials and meeting collateral for Advisor Loan programs
Consult with and provide directional guidance to data users
Perform reporting and system testing for system enhancements within scheduled timeframes
Collaborate with Recruiting, Operations, product areas, and other MassMutual organizations

Requirements

• 4+ years’ experience in a client-facing role within financial services (e.g., wealth management, financial planning, private banking, or investment solutions)
• 3+ years' experience working with Microsoft Excel
• 1+ years of experience working cross-functionally with field partners, with a focus on relationship management
• High School Diploma
• Must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA
• Experience in client-facing analytics, strategy consulting, or financial analysis
• Experience working with clients, advising on marketing/business performance, and influencing decisions with insights and measurement
• Ability to analyze datasets, identify actionable insights, and communicate findings via presentations and/or dashboards
• Ability to present simple and compelling stories to audiences of all levels
• Excellent written and verbal communication skills
• Tableau and/or SAS software experience
• Excel VBA experience

Core Competencies

Demonstrates expertise in financial analysis, client-facing analytics, and strategic consulting, with a strong ability to derive actionable insights from data and present findings effectively. Proficient in developing performance indicators and collaborating across teams to enhance advisor loan programs.

Highest-signal resume keywords

• Financial Analysis
• Client-Facing Analytics
• Microsoft Excel
• Tableau
• Excel VBA

Hard Skills

• Financial Assessment
• Loan Structures
• Break-Even Analysis
• Sensitivity Analysis
• Data Analysis
• Performance Indicators
• Data Visualization
• Reporting
• System Testing
• Presentation Development

Soft Skills

• Communication Skills
• Relationship Management
• Attention to Detail
• Problem Solving
• Collaboration

Certifications & Qualifications

• High School Diploma
• FINRA Background Check

Industry Keywords

• Wealth Management
• Financial Planning
• Private Banking
• Investment Solutions
• Advisor Loan Programs

Tools & Technologies

• Tableau
• SAS
• Microsoft Excel