Asset & Wealth Management - Operations - Private Lending - Analyst
Title : Asset & Wealth Management - Operations - Private Lending - Analyst
Location : Dallas, TX
Duration : 6 Months
Shift : Monday to Friday 9 to 6 or 8 to 5 normal business hours
Duties :
The Private Lending Services (PLS) team is a high-value control middle office team in PWM operations that supports the PWM Private Lending organization by originating new loans through Client BANK USA and Client International Bank to PWM clients and Private Equity Firms in the Americas, EMEA and Asia.
Additionally, the PLS team ensures clients are in compliance with federal regulations at the time of origination, funding and ongoing maintenance through the life of the loan.
How you will fulfill your potential
- Prepare to gain a comprehensive understanding of the private lending organization by interacting with Regional Lending Managers, Private Lending Underwriters, Credit, Legal, Global Client Financing, and other operations teams in the Americas, EMEA and Asia
- Partner with PWM PWAs and WMPS to assist clients in the application, origination and ongoing servicing of loans within the portfolio
- Showcase strong control and risk management strategies to ensure compliance with Client Bank USA (the most regulated entity at Client) while still providing excellent client service to PWM and Institutional clients
- Develop strategies and opportunities for process efficiencies to reduce manual tasks while increasing control in a rapidly growing business
Skills :
- Proven client service skills, teamwork and a sense of urgency to fulfill time sensitive and highly confidential tasks
- Ability to develop and nurture relationships with senior business leaders within cross divisional a team
- Self-motivated and proactive team player who takes ownership and accountability for projects, has strong organizational skills as well as the ability to effectively manage competing priorities
- Flexible and able to work well under pressure in a team environment
Education :
- Bachelor's degree
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