Job Description

Position Overview:

We are seeking a highly motivated Analyst to join our Private Lending Operations team within the Asset & Wealth Management division. The Analyst will play a key role in supporting the Private Lending business by managing loan operations and ensuring operational efficiency.

Responsibilities :

• Work closely with the Private Lending team to support loan origination, servicing, and closing processes.
• Perform credit analysis and due diligence on prospective borrowers.
• Monitor loan portfolios and assess risk exposures.
• Collaborate with internal stakeholders to resolve issues and improve processes.
• Prepare reports and presentations for senior management.

Qualifications :

• Bachelor's degree in finance, accounting, or related field.
• 1-3 years of experience in operations, preferably in private lending or asset management.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to thrive in a fast-paced, dynamic environment.

Location:
Dallas, TX

Pay rate:
$20 starting pay

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