Private Lending Services Analyst

Job Title

Private Lending Services Analyst

Dallas, TX

6 months

$23/HR (W2 Only)

• This role supports the Private Lending organization as a high-value control middle office function, handling the origination of new loans and the ongoing servicing and maintenance of the loan portfolio.
• The position ensures compliance with applicable federal regulations at the time of origination, funding, and throughout the life of the loan while delivering excellent client service.
• Prepare to gain a comprehensive understanding of the private lending organization by interacting with Regional Lending Managers, Underwriters, Credit, Legal, Global Client Financing, and other operations teams across regions.
• Partner with Private Wealth Advisors and Wealth Management Professionals to assist clients with the application, origination, and ongoing servicing of loans within the portfolio.
• Showcase strong control and risk management strategies to ensure regulatory compliance while maintaining high standards of client service.
• Develop strategies and opportunities for process efficiencies to reduce manual tasks and increase controls in a rapidly growing business.
• Fulfill time-sensitive and highly confidential tasks with proven client service skills, teamwork, and a sense of urgency.
• Develop and nurture relationships with senior business leaders across divisions.
• Take ownership and accountability for projects as a self-motivated and proactive team player.

• Bachelor's Degree
• 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 teams
• Self-motivated and proactive team player who takes ownership and accountability for projects
• Strong organizational skills and the ability to effectively manage competing priorities
• Flexible and able to work well under pressure in a team environment
• Demonstrated control and risk management capabilities
• Strong interpersonal, written, and oral communication skills
• Highly self-motivated and directed with keen attention to detail