Operations Support

New York, NY

Posted: 02/27/2019 Industry: FIN Consulting Job Number: 11916050
Wealth Management Operations:

  Skills Required 
- Strong knowledge of Microsoft Office 
- Strong writing skills 
- Ability to work well under pressure and to meet deadlines 
- Excellent communication, organization and interpersonal skills 
- Ability to drive change and improve efficiencies on the team 
- Self-motivated and willing to assume responsibility 

The Associate within High Net Worth Lending Loan Operations - Liquidity Access Line (LAL), is responsible for processing LAL loan applications and providing operational support for all loan related requests. The associate will be part of a team of analysts and specialists with responsibilities that include but are not limited to: 

- Reviewing client collateral to provide loan recommendations to MS Bank
- Data entry of client information into various loan systems 
- Client Documentation management 
- Monitor and respond to servicing requests from Wealth Management branch offices 
- Review risk reports 
- Participate in various testing initiatives and projects 
- Updating and maintaining department metrics 
- Periodic updates of policies and procedures 
- Escalation of issues to management 
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