Support day-to-day execution of the Securities-Based Lending (SBL) program, including tracking pipeline activity, documentation, and follow-ups.
Able to enter loan estimates and handle operations processes to review new submitted business
Work independently with little supervision and partner across the lending team to advance lending initiatives, resolve open issues, and help move high-priority opportunities forward.
Assist with product workflows, advisor inquiries, and new opportunity sourcing.
Maintain accurate records, project tracking, KPI, and reporting to ensure operational business continuity.
Help monitor KPIs, evaluate utilization reporting, identify usage trends, and receive field feedback; document and summarize findings for the team to make product improvements.
Deliver clear, actionable product materials to advisors– process guides, FAQs, toolkits – designed to build advisor confidence in lending programs
Skills:
Demonstrated ability to learn new lending tools quickly, understand the full product lifecycle, and adapt to a fast-growing product segment.
Ideally have prior experience in financial services, specifically lending products (securities-based lending, margin, credit-based products, etc.)
Strong attention to detail with the ability to deliver on tight turnaround times.
Strong written and verbal communication skills; comfortable working with cross-functional partners.
Proficiency in Microsoft Office (Word, Excel, PowerPoint, Copilot).
Ability to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA.
EEO: “Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.”
Numbers & Facts
Location
New York, NY
Salary
$37.93–$42.75 Per Hour
Skills
Background Investigationunmatched
Business Developmentunmatched
Communication Skillsunmatched
Consultingunmatched
Cross-Functionalunmatched
Detail Orientedunmatched
Documentationunmatched
Field Trialsunmatched
Financial Servicesunmatched
Frequently Asked Questions (FAQ)unmatched
Loansunmatched
Microsoft Excelunmatched
Microsoft Officeunmatched
Microsoft PowerPointunmatched
Microsoft Wordunmatched
Operational Auditunmatched
Operations Processesunmatched
Performance Metricsunmatched
Presentation/Verbal Skillsunmatched
Problem Solving Skillsunmatched
Product Lifecycleunmatched
Project Trackingunmatched
Record Keepingunmatched
Securities Lendingunmatched
Trend Analysisunmatched
Vendor/Supplier Selectionunmatched
Writing Skillsunmatched
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