Lending Specialist
Core
Support LPL's Secured Credit Account (SCA) and margin products by serving as an expert for financial advisors, handling inquiries, managing policy exceptions, and facilitating client loan transitions.
Role type
Lending Specialist (Secured Credit Account & Margin)
Builds
Securities-based lines of credit (SCA) and margin products for financial advisors to support client liquidity.
Domain
Wealth Management / Financial Services / Securities Lending
Deliverable
client delivery
Required skills
Securities-backed lending knowledge, margin expertise, product policy management, system navigation for loan lifecycle, stakeholder support for financial advisors
Preferred skills
Series 7 License, wealth management experience, problem-solving, continuous improvement mindset
Technologies
LPL lending systems, loan origination and management platforms
Responsibilities
Serve as SCA and margin product expert for advisor inquiries; Manage interest rate discount requests; Manage lending product policy exception requests and escalations; Support advisors in client meetings related to SCA and Margin; Collaborate with Regional Banking Consultants to transition external client loans to LPL; Provide feedback for product improvement.
Seniority
Mid-level, hands-on IC