Loan Transaction Associate

Jobtailor; Dallas (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

A financial advisory firm is seeking a Loan Transaction Network Associate in Dallas, Texas. This role involves relationship management and requires strong communication and financial acumen to educate clients on investment strategies. Key responsibilities include maintaining market knowledge, developing analytics tools, and ensuring timely transaction completion. The ideal candidate has a Bachelor's degree in a business-related field and experience in sales/marketing within financial services. Proficiency in Microsoft Office is essential.

Qualifications

• Proficient in Microsoft Office and comfortable selling to financial institutions.
• Sales/marketing experience in the financial services industry required.
• Familiar with operational tasks designed to improve transaction efficiency.

Responsibilities

• Maintain and expand market knowledge to educate clients.
• Develop and maintain data models and analytics tools.
• Collaborate with teams to enhance LTN platform analytics.
• Prospect new clients via calls and meetings.
• Ensure timely completion of transactions.

Skills

Excellent communication skills

Organizational skills

Sales/marketing expertise

Proficiency in Microsoft Office

Knowledge of financial services

Education

Bachelor’s degree in business related fields

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

About Us

ALM First Financial Advisors is a leading, trusted strategic partner for depository institutions, offering an array of financial advisory services. Since 1995, our expertise in asset liability management, fixed income portfolio management and hedging, has allowed us to deliver deeper insights into financial institutions’ balance sheets, strengthening their financial performance and building efficiencies. With more than $78 billion of investments under management. ALM First is an SEC-registered investment advisor, acting as an unbiased third party, offering commission‑free, fee‑based services to over 350 financial institutions nationwide.

Job Summary

This is a unique opportunity to help us grow our Loan Transaction Network. This position will serve as a relationship manager with a strong financial acumen and ability to communicate investment and balance sheet strategies to the client.

The day-to-day duties of the position can be categorized as follows:

• Maintain and expand market knowledge in order to discuss and educate clients on changes in the market/economy
• Present and discuss quantitative analyses to clients
• Consult with clients on balance sheet strategies appropriate to their risk appetite and comply with policy architecture
• Manage loan‑level datasets, develop and enhance LTN analytics tools using programming languages, and support loan pool modeling and analysis within ALM software under guidance.

Responsibilities

The LTN Associate with supporting LTN transaction and ensuring transactions are completed in a timely manner.

• Identify, develop, and evaluate marketing/sales strategy for our LTN network
• Develop and maintain data models, dashboards, and analytics tools to support loan trading, portfolio optimization, and market intelligence.
• Collaborate with internal teams to enhance LTN platform analytics, including matching logic, performance metrics, and reporting.
• Prospecting and networking via telephone calls and face‑to‑face meetings with prospective clients.
• Develop LTN presentations for delivery to prospective clients
• Utilize company resources as needed to secure commitments.
• Once a transaction is underway, ensure the timely and successful completionn
• Attend industry events and trade shows for the purpose of generating leads and closing sales
• Stay informed on industry trends, changes in industry regulations and the competitive landscape
• Work with management and product development team to refine existing products as needed
• Other duties as assigned

Qualifications

• Possess excellent communication and organizational skills and have a proficiency in Microsoft Office. Must be comfortable selling to financial institutions.
• Sales/marketing experience in the financial services industry required with a focus on back office organization.
• PC/Windows‑based software experience required with proficiency in Word, Excel and PowerPoint.
• Familiar with operational task designed to improve overall transaction efficiency.

Minimum Education Qualification

• Bachelor’s degree in business related fields

ALM FIRST STATEMENT ON DIVERSITY & INCLUSION

ALM First believes deeply in equality and strongly supports diversity and inclusion. We will continue our driven dedication to financial inclusion for all Americans as we serve the clients providing critical financial resources to the communities that need them most. We are always looking at ways to challenge our diversity of thought, improve our own policies and practices to encourage diversity through the use of our designated committee.