Associate Lending Specialist
Core
Support LPL's Secured Credit Account (SCA) and margin products by serving as an expert for financial advisors, resolving client issues, and managing the product lifecycle from origination to closure.
Role type
Associate Lending Specialist (Securities-Based Lending)
Builds
LPL's portfolio of lending solutions (Secured Credit Accounts and margin products) for financial advisors and their clients.
Domain
Wealth Management / Financial Services / Securities-Based Lending
Deliverable
client delivery
Required skills
Securities-backed lending knowledge, margin expertise, loan origination and lifecycle management, policy interpretation, client issue resolution, system navigation for lending products
Preferred skills
Wealth management context experience, supporting client-facing financial professionals
Responsibilities
Serve as SCA and margin product expert to support Advisor inquiries regarding product characteristics, benefits, risks, and system usage; Act as first point of contact to resolve client issues and time-sensitive needs; Escalate lending product policy exception requests; Support the transition of external client loans to LPL; Provide feedback for continuous improvement to the Product Manager.
Seniority
Mid-level, hands-on specialist