Private Banking Operations Analyst

Tailored Lending Operations

Tailored Lending Operations is responsible for the onboarding, servicing, and ongoing operational support of Tailored Lending loans. Key responsibilities include:

• Loan origination support
• Loan documentation review, execution, and control of disbursement and payment requests
• Financial reconciliation
• Document management
• Issue research and resolution
• Audit-related data and documentation support
• Coordination with Field, Product, Technology, Finance, Credit, and external vendors supporting the loan platform

Internal Client Interactions

The Analyst will also support the following activities:

• Internal client interactions provided to Financial Advisors, Private Bankers, Branches, Transactors, Asset Managers, and other internal employees
• Reviewing control reports
• Participating in projects and testing initiatives
• Maintaining departmental metrics
• Updating policies and procedures
• Supporting automation and transformation initiatives

Skills and Experience

• Required: Hybrid position, 3 days in office attendance required
• Operational hours starting at 8:30 A.M. local time, including occasional weekends and overtime when needed
• Balancing multiple priorities in a demanding and fast-paced environment while demonstrating flexibility, adaptability, and personal accountability
• Disciplined work ethic and enthusiastic 'can do' attitude while delivering white glove service
• Strong written and verbal communication skills with the ability to clearly communicate information to a range of audiences
• Adaptable team player, detail oriented, and able to adhere to strict timelines
• Strong organizational and time management skills
• Ability to critically evaluate information gathered from multiple sources
• Proactive contribution towards continued improvements in control, operational efficiency, and industry initiatives
• Strong Microsoft Office skills

Technical Skills

• Potential: Familiarity with the financial markets and current regulatory landscape
• Potential: Project management experience
• Potential: Business analysis skills
• Preferred: PowerBI, UI Path, Python, Power Automate, LoanIQ