Lending Specialist
Core
Support the Secured Credit Account (SCA) and margin product portfolio by serving as an expert resource for advisors, managing loan lifecycle inquiries, and driving product adoption.
Role type
Lending Specialist (Secured Credit Account & Margin)
Builds
Securities-based lines of credit (SCA) and margin products for financial advisors
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Securities-backed lending knowledge, margin expertise, loan origination and lifecycle management, policy exception handling, stakeholder coordination
Preferred skills
Series 7 License, wealth management context experience
Technologies
LPL lending systems and technology platforms
Responsibilities
Serve as first point of contact for advisor inquiries regarding SCA and margin products; Manage interest rate discount requests and policy exception escalations; Support advisors in client meetings related to lending products; Collaborate with regional consultants to transition external client loans to LPL; Provide feedback for product improvement.
Seniority
Mid-level, hands-on specialist
