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Lending Operations Analyst

Lancesoft

New York, NY

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JOB DETAILS
SALARY
$42.75
SKILLS
Background Investigation, Communication Skills, Cross-Functional, Detail Oriented, Documentation, Field Trials, Financial Services, Frequently Asked Questions (FAQ), High School Diploma, Loan Operations, Loans, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Microsoft Word, Operational Audit, Operations Processes, Performance Metrics, Presentation/Verbal Skills, Problem Solving Skills, Product Lifecycle, Project Tracking, Record Keeping, Securities Lending, Trend Analysis, Vendor/Supplier Selection, Writing Skills
LOCATION
New York, NY
POSTED
5 days ago
Job Title: Lending Operations Analyst
Work Location: New York, NY - Hybrid
Pay: $40-$45/ hour

Duties:             
  • 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.
Education:     
  • High school graduate

About the Company

L

Lancesoft

We are a $125 Million, NMSDC-certified Minority & Woman owned Workforce Solutions Company headquartered in the DC metro area with presence across US with global presence - Canada, Mexico, India, UK, Malaysia, Indonasia, Hongkong, Singapore, UAE. We are specialized in providing Workforce Solutions, SOW project delivery, Engineering Solutions, Creative Services. We currently support 100+ Fortune companies globally and across multiple industry segments. We are currently supporting several massive programs across industry segment nationally/globally (Intel, Ally, AMD, QUALCOMM, Morgan Stanley, Kraft/ Mondelez, MNP, Amdocs, Dell, SanDisk, Medtronic, Becton Dickinson, GE, Lockheed Martin, UTC, L-3 Communications, Caterpillar, BMW, Mercedes Benz, National Grid, Dominion, Energy Future Holdings, PSEG, 3M, Fidelity, Aetna, Humana, Johnson & Johnson, Pfizer, Merck etc). 

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, identity, national origin, disability, or protected veteran status.

COMPANY SIZE
2,000 to 2,499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2000
WEBSITE
http://www.lancesoft.com/

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