Loan Consultant

Work directly with the Head of MMLIS Advisor Loans and Transitions to develop practice assessment capabilities for wealth recruits and practice acquisition candidates
Conduct detailed financial assessments, loan structures, break-even analyses, and sensitivity analyses
Coordinate assessment efforts across necessary home office partners
Analyze, report, and solve problems related to advisor loan programs administered through MMLIS
Produce detailed reports and summaries through the recruit deal generation process
Collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy
Interpret loan profitability requirements into meaningful insights for rapid decision-making
Identify and develop key performance indicators for analysis
Profile, categorize, and analyze data; derive insights through visualizations for the governance team
Develop presentation materials and meeting collateral for Advisor Loan programs
Consult with and provide directional guidance to data users
Perform reporting and system testing for system enhancements within scheduled time frames
Collaborate with Recruiting, Operations, product areas, and other Mass Mutual organizations

• 4+ years’ experience in a client-facing role within financial services (e.g., wealth management, financial planning, private banking, or investment solutions)
• 3+ years' experience working with Microsoft Excel
• 1+ years of experience working cross-functionally with field partners, with a focus on relationship management
• High School Diploma
• Must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA
• Experience in client-facing analytics, strategy consulting, or financial analysis
• Experience working with clients, advising on marketing/business performance, and influencing decisions with insights and measurement
• Ability to analyze datasets, identify actionable insights, and communicate findings via presentations and/or dashboards
• Ability to present simple and compelling stories to audiences of all levels
• Excellent written and verbal communication skills
• Tableau and/or SAS software experience
• Excel VBA experience

Demonstrates expertise in financial analysis, client-facing analytics, and strategic consulting, with a strong ability to derive actionable insights from data and present findings effectively. Proficient in developing performance indicators and collaborating across teams to enhance advisor loan programs.

• Financial Analysis
• Client-Facing Analytics
• Microsoft Excel
• Tableau
• Excel VBA

• Financial Assessment
• Loan Structures
• Break-Even Analysis
• Sensitivity Analysis
• Data Analysis
• Performance Indicators
• Data Visualization
• Reporting
• System Testing
• Presentation Development

• Communication Skills
• Relationship Management
• Attention to Detail
• Problem Solving
• Collaboration

• High School Diploma
• FINRA Background Check

• Wealth Management
• Financial Planning
• Private Banking
• Investment Solutions
• Advisor Loan Programs

• Tableau
• SAS
• Microsoft Excel