LPL Financial
Lending Specialist
Tempe · Senior
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About the role
- The Lending Specialist is a critical role within the Banking & Lending organization.
- Our aspiration at LPL is to be the best firm in Wealth Management.
- You will be part of a team that plays a critical role in the day-to-day operation of SCA and the delivery of an exceptional Advisor experience.
Responsibilities
- Serve as SCA and margin product expert and support Advisor inquiries, including, but not limited to:
- How to use the systems and technology that support these products over the product life cycle from loan origination, loan draws, loan payments, to account closure
- Serve as first point of contact to help Advisors with inquiries and requests impacting other LPL service and support teams and to resolve client issues, concerns, and time-sensitive requests.
- Support Advisors in client meetings related to SCA and Margin.
- Manage interest rate discount requests for SCA and Margin.
- Manage lending product policy exception requests and escalations.
- Collaborate with Regional Banking and Lending Consultants to help new Advisors transition external client loans to LPL.
- We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
- How to use the systems and technology that support these products over the product life cycle from loan origination, loan draws, loan payments, to account closure; and
- And they have the freedom to manage their client relationships, because they know their clients best.
Requirements
- Bachelor's degree in Finance, Business Administration, or a related field.
- 5+ years of experience within financial services (preferably in a wealth management context) with strong knowledge of securities-backed lending and margin.
- Strong desire and ability to solve problems and find creative solutions to meet Advisor and client needs.
- Highly organized with proven ability to prioritize multiple tasks.
- Ability to listen carefully and respond emphatically and effectively.
- Ability to learn, assimilate, and communicate information effectively.
- Ability to work in a fast-paced, dynamic environment with a focus on results.
Nice to have
- Series 7 License or ability to obtain within 90 days (preferred).
Compensation
- $63,242.00 - $105,369.00
- Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.
Benefits
- Key product characteristics, benefits, risks, and positioning
Company info
- We're looking for strong collaborators and team players who thrive in fast-paced, team-oriented environments.
This listing is sourced directly from LPL Financial's careers page and normalized into a canonical job model.