Specialist, Conventional Trust (LA)

Required Skills & Experience

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

Nice to Have Skills & Experience

Experience with process improvement, automation, system testing, or product enhancements

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.