Loan Operations Specialist
About the Role
The Wealth Management Operations Associate assist clients and financial advisors with various aspects of Securities-Based Lending, and ongoing servicing for Supernova Lending products. They focus on helping grow the business with independent financial advisors, independent broker dealers and large financial enterprises that adopt our solutions. Responsibilities will involve servicing clients and advisors with loans, handling incoming requests, and performing other day-to-day loan operations duties. Our end-to-end loan processing starts from setup, to application decisioning, to the ongoing servicing for our lending products. Our loan platform is technology focused and the service team plays a key role in product development and ongoing enhancement.
Qualifications
- Bachelor’s Degree in Business, Finance or other fields of study related to finance, banking, lending, and wealth management OR an equivalent combination of education and experience.
- 2-3 years of experience working in banking or wealth management preferred
- Proficient in Microsoft Office Suite programs, especially Excel
- Experience working with financial advisors and their clients
- Excellent organizational skills and the ability to multitask and prioritize competing requests
- Understanding of financial investment products
- Effective verbal and written communication
- Punctual and hard working
Benefits
- Multiple medical, dental, and vision insurance plans with coverage for employees and dependents
- HSA and FSA accounts for tax-advantaged health and dependent care expenses
- Life and disability insurance with employer-paid basic coverage and options for additional voluntary coverage
- $60,000 - $80,000 annual compensation
- 401(k) plan with employer contributions
- Employee Assistance Program (EAP) for confidential support services, including free therapy sessions
- Flexible PTO policies
Pay
$60,000 - $80,000 per year
Schedule
Not specified