Loan Transaction Associate
About The Position
This is a unique opportunity to help us grow our Loan Transaction Network. This position will serve as a relationship manager with a strong financial acumen and ability to communicate investment and balance sheet strategies to the client. The day-to-day duties of the position can be categorized as follows: Maintain and expand market knowledge in order to discuss and educate clients on changes in the market/economy Present and discuss quantitative analyses to clients Consult with clients on balance sheet strategies appropriate to their risk appetite and comply with policy architecture Manage loan-level datasets, develop and enhance LTN analytics tools using programming languages, and support loan pool modeling and analysis within ALM software under guidance.
Requirements
- Possess excellent communication and organizational skills and have a proficiency in Microsoft Office. Must be comfortable selling to financial institutions.
- Sales/marketing experience in the financial services industry required with a focus on back office organization.
- PC/Windows-based software experience required with proficiency in Word, Excel and PowerPoint.
- Familiar with operational task designed to improve overall transaction efficiency.
Responsibilities
- The LTN Associate with supporting LTN transaction and ensuring transactions are completed in a timely manner.
- Identify, develop, and evaluate marketing/sales strategy for our LTN network
- Develop and maintain data models, dashboards, and analytics tools to support loan trading, portfolio optimization, and market intelligence.
- Collaborate with internal teams to enhance LTN platform analytics, including matching logic, performance metrics, and reporting.
- Prospecting and networking via telephone calls and face-to-face meetings with prospective clients.
- Develop LTN presentations for delivery to prospective clients
- Utilize company resources as needed to secure commitments.
- Once a transaction is underway, ensure the timely and successful completion of the transaction
- Attend industry events and trade shows for the purpose of generating leads and closing sales
- Stay informed on industry trends, changes in industry regulations and the competitive landscape
- Work with management and product development team to refine existing products as needed
- Other duties as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
