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Lending Specialist

2 months ago


Salt Lake, Utah, United States eTeam Full time
{"title": "Margin Lending Specialist", "subtitle": "Join our team as a Margin Lending Specialist and contribute to the success of our Operations Division.", "content": "

As a Margin Lending Specialist, you will be responsible for monitoring margin exposure for our Private Wealth Management (PWM) business. You will work closely with our Risk, Credit, and Technology teams to ensure timely and accurate margin calls are issued to our clients.

Key responsibilities include:

  • Calculating and issuing margin calls for PWM clients
  • Validating and ensuring all margin calls are issued on a timely basis
  • Responding to client queries and interacting with various bank departments
  • Enhancing team processes and controls
  • Resolving client disputes and queries
  • Managing projects and initiatives within the team and across regions

Requirements:

  • Strong organizational and multi-tasking skills
  • Exceptional understanding of products, risks, and controls
  • Excellent problem-solving skills and numerical aptitude
  • Motivated and career-focused individual
  • Desire for continued improvement and new challenges

Preferred qualifications include:

  • Good working knowledge of product flows and systems
  • Prior experience with Margin Lending business, systems, and client base

We offer a dynamic and challenging work environment, with opportunities for growth and development. If you are a motivated and detail-oriented individual with a passion for Operations, we encourage you to apply for this exciting opportunity.", "requirements": "

  • Strong organizational and multi-tasking skills
  • Exceptional understanding of products, risks, and controls
  • Excellent problem-solving skills and numerical aptitude
  • Motivated and career-focused individual
  • Desire for continued improvement and new challenges
", "preferred_qualifications": "
  • Good working knowledge of product flows and systems
  • Prior experience with Margin Lending business, systems, and client base
", "education": "Bachelor's Degree"}