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Lending Operations Analyst
Job Description
Work Location: New York, NY - Hybrid
Pay: $40-$45/ hour
Duties:
- Support day-to-day execution of the Securities-Based Lending (SBL) program, including tracking pipeline activity, documentation, and follow-ups.
- Able to enter loan estimates and handle operations processes to review new submitted business
- Work independently with little supervision and partner across the lending team to advance lending initiatives, resolve open issues, and help move high-priority opportunities forward.
- Assist with product workflows, advisor inquiries, and new opportunity sourcing.
- Maintain accurate records, project tracking, KPI, and reporting to ensure operational business continuity.
- Help monitor KPIs, evaluate utilization reporting, identify usage trends, and receive field feedback;document and summarize findings for the team to make product improvements.
- Deliver clear, actionable product materials to advisors–process guides, FAQs, toolkits –designed to build advisor confidence in lending programs
- Demonstrated ability to learn new lending tools quickly, understand the full product lifecycle, and adapt to a fast-growing product segment.
- Ideally have prior experience in financial services, specifically lending products (securities-based lending, margin, credit-based products, etc.)
- Strong attention to detail with the ability to deliver on tight turnaround times.
- Strong written and verbal communication skills;comfortable working with cross-functional partners.
- Proficiency in Microsoft Office (Word, Excel, PowerPoint, Copilot).
- Ability to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA.
- High school graduate
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Staffing Leader of the Year Anju Abel
CEO, LanceSoft
LanceSoft is proud to announce that its Chief Executive Officer, Anju Abel, has been honored with the prestigious "Staffing Leader of the Year" award at the 2025 TIARA Staffing Awards US. The award recognizes her visionary leadership and significant contributions to improving staffing processes, employee engagement, and workforce outcomes.
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