Lending Transaction Manager - Lending and Banking Services
Jobtailor
Responsibilities Serve as a trusted lending expert for financial advisors, guiding live business cases with confidence and judgment. Proactively partner with advisors to identify lending strategies that enhance liquidity, optimize balance sheets, and support broader wealth goals. Own every transaction end to end, from opportunity assessment and solution design through underwriting, approval, and funding. Translate sophisticated credit concepts into actionable guidance that accelerates momentum and builds advisor confidence. Requirements Bachelor’s degree. FINRA Series 7 at time of application or must obtain within 90 days of hire. 6+ years’ financial services experience; including at least 4 years of both lending management experience. Hard Skills lending strategies credit concepts underwriting transaction management solution design Soft Skills trusted expert guidance confidence judgment proactive partnership Certifications & Qualifications Bachelor’s degree FINRA Series 7 #J-18808-Ljbffr
Vacancy posted 4 days ago
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