Job Description
Job Title:Â Lending Operations Analyst
Work Location: New York, NY - Hybrid
Pay: $40-$45/ hour
Duties:Â Â Â Â Â Â Â Â Â Â Â Â Â
Work Location: New York, NY - Hybrid
Pay: $40-$45/ hour
Duties:Â Â Â Â Â Â Â Â Â Â Â Â Â
- 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
- 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.
- High school graduate
Numbers & Facts
| Location | New York, NY |
| Industry | Staffing/Employment Agencies |
| Salary | $42.75 |
| Company Size | 2,000 to 2,499 employees |
| Year Founded | 2000 |
| Website | http://www.lancesoft.com/ |
About Company
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).Â
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.
Skills
- Background Investigationunmatched
- Communication Skillsunmatched
- Cross-Functionalunmatched
- Detail Orientedunmatched
- Documentationunmatched
- Field Trialsunmatched
- Financial Servicesunmatched
- Frequently Asked Questions (FAQ)unmatched
- High School Diplomaunmatched
- Loan Operationsunmatched
- 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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