SCA Lending Specialist for Wealth Advisors

LPL Financial LLC; Fort Mill (SC, FL); On-site; USD 71,664,000 - 119,344,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial LLC is seeking an Associate Lending Specialist to support our Secured Credit Account and margin lending solutions within the Banking & Lending team. You will assist advisors, manage inquiries, and help ensure a smooth client experience throughout loan life cycles.

The role requires a finance‑driven background, strong communication, and a focus on resolving issues quickly in a dynamic wealth management environment. This is a full‑time on‑site position in a fast‑paced team.”

Qualifications

• 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.

Responsibilities

• Serve as SCA and margin product expert and support advisor inquiries, including key product characteristics, benefits, and risks; use of 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.

Skills

Communication

Problem solving

Organization

Active listening

Learning agility

Education

Bachelor's degree in Finance or related field

Job description

LPL Financial LLC is seeking an Associate Lending Specialist to support our Secured Credit Account and margin lending solutions within the Banking & Lending team. You will assist advisors, manage inquiries, and help ensure a smooth client experience throughout loan life cycles.

The role requires a finance‑driven background, strong communication, and a focus on resolving issues quickly in a dynamic wealth management environment. This is a full‑time on‑site position in a fast‑paced team.”