Client Success Analyst
Core
Provide day-to-day execution and administrative support for new deal activity, closing, funding, collateral diligence, and portfolio servicing within an art lending environment.
Role type
Analyst, Client Success (Art Lending)
Builds
Loan transactions, collateral portfolios, and servicing activities for art and luxury object collectors
Domain
Financial Services / Art Lending
Deliverable
client delivery
Required skills
transaction execution, collateral management, compliance coordination, documentation maintenance, stakeholder coordination, analytical skills, financial data handling, process improvement
Preferred skills
art market experience, automotive industry knowledge, CRM proficiency, second language fluency
Technologies
Microsoft Excel, PowerPoint, Salesforce
Responsibilities
Support setup, execution, closing, and funding of new loans and renewals; prepare and maintain transaction materials and checklists; coordinate borrower and collateral diligence; maintain accurate records of collateral location and condition; track outstanding items and escalate delays; assist with Credit Committee and portfolio review preparation.
Seniority
Junior to Mid-level, hands-on IC
