Entry Level Loan Operations
ApTask, New York, NY, United States
Successful candidates will have an interest or familiarity in one or more of the following: AML/KYC, Cash Management, Loan Servicing, Regulatory Reporting, Business Management, Projects, Wealth Management and Client Services.
In this Role You will establish and maintain effective relationships in order to deliver world class service to internal teams across multiple securities-based lending products. Internal interaction to include supporting the department’s Phone Hotline and answering email correspondence related to the firm’s Liquidity Access Line & Express Credit Line lending products. Internal client interactions are provided to Financial Advisors, Private Bankers, Branches, and other internal employees.
Skills and Experience We are looking for resourceful and dedicated candidates with one to three years of work experience who possess the following attributes:
Required
This is a hybrid position, 3 days in office attendance is required
Ability to work Operational hours starting at 8:00 A.M. local time, including occasional weekends and overtime when needed
Ability to balance multiple priorities, operating in a demanding and fast-paced environment while demonstrating flexibility, adaptability, and personal accountability
Convey disciplined work ethic and have an enthusiastic ‘can do’ attitude while delivering white collar service
Strong written and verbal communication skills with the ability to clearly communicate information to a range of audiences
Detail oriented and ability to adhere to strict timelines
Strong organizational and time management skills
Ability to critically evaluate information gathered from multiple sources
Ability to proactively contribute towards continued improvements in control, operational efficiency, and industry initiatives
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In this Role You will establish and maintain effective relationships in order to deliver world class service to internal teams across multiple securities-based lending products. Internal interaction to include supporting the department’s Phone Hotline and answering email correspondence related to the firm’s Liquidity Access Line & Express Credit Line lending products. Internal client interactions are provided to Financial Advisors, Private Bankers, Branches, and other internal employees.
Skills and Experience We are looking for resourceful and dedicated candidates with one to three years of work experience who possess the following attributes:
Required
This is a hybrid position, 3 days in office attendance is required
Ability to work Operational hours starting at 8:00 A.M. local time, including occasional weekends and overtime when needed
Ability to balance multiple priorities, operating in a demanding and fast-paced environment while demonstrating flexibility, adaptability, and personal accountability
Convey disciplined work ethic and have an enthusiastic ‘can do’ attitude while delivering white collar service
Strong written and verbal communication skills with the ability to clearly communicate information to a range of audiences
Detail oriented and ability to adhere to strict timelines
Strong organizational and time management skills
Ability to critically evaluate information gathered from multiple sources
Ability to proactively contribute towards continued improvements in control, operational efficiency, and industry initiatives
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