Posted on: 08/10/2022
Job ID: YATS082022MOR2JP00010801
Job Description:
The Analyst 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.
Responsibilities:
- Review 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 activation and servicing requests from Wealth Management branch offices
- Review risk reports
- Participate in various testing initiatives and projects
- Update and maintain department metrics
- Periodic updates of policies and procedures
- Escalation of issues to management
- Support the incoming telephone calls to the LAL Operations hotline adhering to script guidelines
- Assist in enhancement projects, participate in discussions to explain teams process to our counterparts such as technology, business unit, and other areas as needed
Required Skills:
- 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
- Ability to prioritize between competing projects and be able to deliver by deadlines
- Bachelor’s Degree