Job Title: AWM - Operations - Private Lending Services - Analyst
Duration: 6 months
Location: Dallas, TX, 75201

Summary:

• The Private Lending Services (PLS) team is a high-value control middle office team in PWM operations that supports the PWM Private Lending organization by originating new loans through Client and client’s International Bank to PWM clients and Private Equity Firms in the Americas, EMEA, and Asia.
• Additionally, the PLS team ensures clients are in compliance with federal regulations at the time of origination, funding, and ongoing maintenance through the life of the loan.

Job Duties:

• Prepare to gain a comprehensive understanding of the private lending organization by interacting with Regional Lending Managers, Private Lending Underwriters, Credit, Legal, Global Client Financing, and other operations teams in the Americas, EMEA, and Asia.
• Partner with PWM PWAs and WMPS to assist clients in the application, origination, and ongoing servicing of loans within the portfolio.
• Showcase strong control and risk management strategies to ensure compliance with  Bank USA while still providing excellent client service to PWM and Institutional clients.
• Develop strategies and opportunities for process efficiencies to reduce manual tasks while increasing control in a rapidly growing business. 

Skills:

• Proven client service skills, teamwork and a sense of urgency to fulfill time sensitive and highly confidential tasks.
• Ability to develop and nurture relationships with senior business leaders within cross divisional team.
• Self-motivated and proactive team player who takes ownership and accountability for projects, has strong organizational skills as well as the ability to effectively manage competing priorities.
• Flexible and able to work well under pressure in a team environment. 

Must-Haves:

• Bachelor's degree required.

 

 


At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $23.00/hr.