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Loan Specialist

Posted 28 days ago

  • Expiry Date: 06 October 2023
  • Referral:

"All candidates must be directly contracted by ASK Consulting on their payroll and cannot be subcontracted. We are unable to provide sponsorship at this moment".

Job Description:

This position will be hybrid: 3 days in office, 2 work from home. Will start in office.

Top 3 Skills:

  • Proficiency in MS Office (Excel, PowerPoint)

  • Detail oriented

  • Strong work ethic

Overtime will be required during times of heavy volume

  • Global Wealth Management Operations provides brokerage, investment and financial services to hundreds of thousands of individual investors. We apply our expertise in serving institutional clients to create new opportunities for people to achieve their personal financial goals. Client has one of the largest retail brokerage networks, with numerous worldwide representatives and retail locations. Our services are tailored to each client's investment objectives, risk tolerance, and financial needs. Products include mutual funds, stocks, bonds, and alternative investments where appropriate, as well as banking, mortgages, insurance and annuities. The Analyst within High Net Worth Lending Loan Operations - Liquidity Access Line (LAL), is responsible for processing LAL loan applications and providing operational support for all loan related requests.

  • The associate will be part of a team of analysts and specialists with responsibilities that include but are not limited to:

  • Reviewing client collateral to provide loan recommendations to MS Bank.

  • Data entry of client information into various loan system

  • Client Documentation management- Monitor and respond to activation and servicing requests from Wealth Management branch offices

  • Review risk reports

  • Participate in various testing initiatives and projects

  • Updating and maintaining department metrics

  • Periodic updates of policies and procedures

  • Escalation of issues to management

  • Support the incoming telephone calls to the LAL Operations hotline adhering to script guidelines

  • Assist in enhancement projects, participate in discussions to explain teams process to our counterparts such as technology, business unit, and other areas as needed

Skills Required:

  • Strong knowledge of Microsoft Office

  • Strong writing skills

  • Ability to work well under pressure and to meet deadlines

  • Excellent communication, organization and interpersonal skills

  • Ability to drive change and improve efficiencies on the team

  • Self-motivated and willing to assume responsibility

  • Ability to prioritize between competing projects and be able to deliver by deadlines

About ASK: ASK Consulting is an award-winning technology and professional services recruiting firm servicing Fortune 500 organizations nationally. With 5 nationwide offices, two global delivery centers, and employees in 42 states-ASK Consulting connects people with amazing opportunities

ASK Consulting is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all associates.