Leader Bank · 7 hours ago

Securities-based Lending Solutions Desk Representative

United States

Full-time

Remote

Mid Level

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Responsibilities

Understand the full SBL product offering and lifecycle, and help develop related solutions procedures and communications.

Provide day-to-day assistance to customers and financial representatives by coordinating across various departments.

Support the Credit Risk and Operations team by handling issues related to loan applications and existing lines of credit.

Perform outbound communications at the direction of other departments for purposes of obtaining additional client information.

Help with management and resolution of collateral maintenance calls.

Conduct oversight and reporting duties as required, including preparation of any regulatory or management reporting.

Present analysis and proposals around servicing improvements to senior leadership.

Additional responsibilities as needed to support a growing business line.

Qualification

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Securities-based lendingClient service experience