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Securities-Based Lending Representative

Securities-Based Lending Representative

VirtualVocationsOrange, California, United States
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A company is looking for a SBL Solutions Desk Representative.

Key Responsibilities

Understand the SBL product offering and assist in developing related procedures and communications

Provide daily support to customers and financial representatives by coordinating across departments

Assist the Credit Risk and Operations team with loan application issues and collateral maintenance calls

Required Qualifications

Proactive self-starter with accountability in a developing business line

Client-centric individual capable of teamwork

Previous experience in a client service role, preferably in securities-based lending or financial services

Ability to make quick decisions in a fast-paced environment

Experience in oversight and reporting duties is a plus

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Representative • Orange, California, United States

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