Lending Transactor (LT) - Executive Director
Core
Advising on and executing large, complex securities-based lending transactions for high-net-worth clients in the Private Bank Group.
Role type
Senior IC lending transactor (securities-based lending)
Builds
Securities-based loan products (margin and bank loans) for HNW clients
Domain
Wealth Management / Private Banking / Securities Lending
Required skills
Securities-based lending underwriting, deal structuring, credit policy analysis, liquidity analysis, exception pricing approval, non-resident client handling, workflow management, stakeholder partnership
Preferred skills
Private Bank experience, formal credit training, people leadership
Technologies
None stated
Responsibilities
Execute and close securities-based loans for HNW clients; manage the lending underwriting pipeline and workflow; prepare senior management reports on liquidity analyses; make recommendations to enhance credit policy; develop structuring recommendations within firm credit policy; act as SME for internal clients analyzing financial information; manage exception pricing approvals; build product awareness among Financial Advisors and Private Bankers.
Seniority
Executive Director, Senior IC