Lending Transaction Manager – Lending and Banking Services
Job in
New Bedford, Bristol County, Massachusetts, 02746, USA
Listed on 2026-07-14
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Risk Manager/Analyst, Banking & Finance
Job Description & How to Apply Below
Responsibilities
- Serve as a trusted lending expert for financial advisors, guiding live business cases with confidence and judgment.
- Proactively partner with advisors to identify lending strategies that enhance liquidity, optimize balance sheets, and support broader wealth goals.
- Own every transaction end to end, from opportunity assessment and solution design through underwriting, approval, and funding.
- Translate sophisticated credit concepts into actionable guidance that accelerates momentum and builds advisor confidence.
- Bachelor’s degree.
- FINRA Series 7 at time of application or must obtain within 90 days of hire.
- 6+ years’ financial services experience; including at least 4 years of both lending management experience.
- lending strategies
- credit concepts
- underwriting
- transaction management
- solution design
- trusted expert
- guidance
- confidence
- judgment
- proactive partnership
- Bachelor’s degree
- FINRA Series 7
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