Lending Specialist

2 days ago


Salt Lake, Utah, United States eTeam Full time
About the Role

We are seeking an experienced analyst to join our Margin Lending team within the Operations Division. As a key member of the team, you will be responsible for monitoring margin exposure for Private Wealth Management (PWM) clients.

Key Responsibilities
  • Margin Call Calculation and Issuance: Calculate and issue margin calls for PWM clients in a timely and accurate manner.
  • Margin Call Validation: Validate all margin calls to ensure they are issued correctly and on time.
  • Client Query Resolution: Respond to all incoming client queries and interact with various areas of the bank, including Risk, Credit, and Technology.
  • Process Enhancement: Proactively work on enhancing the team's processes and controls to improve efficiency and effectiveness.
  • Client Dispute Resolution: Resolve and escalate all client disputes and queries in a professional and timely manner.
  • Project Management: Participate in project and initiative management within the team and across all regions.
Requirements
  • Strong Organizational Skills: Ability to balance competing priorities and meet deadlines.
  • Exceptional Understanding of Products and Risks: Strong understanding of products, risks, controls, and escalations processes across Operations.
  • Excellent Problem-Solving Skills: Ability to deal with large datasets and strong numerical aptitude.
  • Motivated and Enthusiastic: Strong motivation to succeed, both as an individual and as a team.
  • Desire for Continued Improvement: Desire for continued improvement and new challenges, both on a business and personal level.
  • Excel Skills: Proficiency in Excel is an advantage.
  • Excellent Communication Skills: Excellent communication and interpersonal skills with a strong appreciation of client service.
  • Bachelor's Degree: Bachelor's degree required.
Preferred Qualifications
  • Good Working Knowledge of Product Flows and Systems: Good working knowledge of product flows and systems, including OTC derivatives and intercompany processes.
  • Prior Experience with Margin Lending: Prior experience with the Margin Lending business, systems, flows, products, and client base.


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