Specialist, Conventional Trust (LA)

Job Description

This individual will support the day-to-day processing and servicing of Non-Purpose Lending accounts and transactions. They will work directly with clients and advisors to address lending-related questions, research complex issues, and ensure requests are processed accurately and on time. The role will monitor documentation, approvals, collateral/account requirements, and exceptions to ensure established controls and service levels are met. They will partner closely with internal teams to resolve processing issues and deliver a consistent client experience. The Senior Specialist will also support reporting and analytics while identifying opportunities to streamline or automate lending processes. They may participate in system testing, product enhancements, and broader process-improvement initiatives. As a senior team member, they may also review completed work, provide guidance or training, and perform designated approval activities.

Skills and Requirements

5+ years of experience in lending, brokerage, client service, or financial services operations Experience supporting Non-Purpose Lending, securities-backed lending, or similar lending products Knowledge of pledged accounts, collateral management, and/or brokerage processing Strong client-facing experience handling complex inquiries, transactions, exceptions, and issue resolution Strong analytical and organizational skills with a solid understanding of risk controls, documentation, and approvals Experience with process improvement, automation, system testing, or product enhancements

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].