SBL Loan Analyst

    • Tampa, FL

RESPONSIBILITIES:
Kforce has a client in search of an SBL Loan Analyst in Tampa, FL. This role is currently 100% remote and will switch back to office environment when COVID-19 ramps down. Definition of Security: A security, in financial context, is a certificate or other financial instrument that has monetary value and can be traded Securities are generally classified as either equity securities, such as stocks, or debt securities, such as bonds and debentures. Definition of Securities-Based Lending: the practice of making loans using securities as collateral. SBL provides ready access to capital that can be used for almost any purpose such as buying real estate, purchasing personal property, or investing in a business. Financial Advisors have clients who have securities in their accounts. Some clients request loans on these securities. This person would be involved with the processing of these types of loans. This will include, but is not limited to:

  • Customer fills out a loan application and sends it into RJ, an analyst assigns application to another loan analyst; The assigned analyst will then review the application, pull credit, verify customer identity (Address, DOB, name, Social), creates files for each client loan, and pull client documents out of said folders, as needed
  • Will also enter security loan into an Excel report
  • Perform various duties as assigned


REQUIREMENTS:
  • 2-5 years loan processing experience or a Bachelor's degree with 1 year of processing experience
  • Experience working with securities loans is a big plus but not required
  • Must have experience manage a loan pipeline (handling several loans at once)
  • Basic Excel skills
  • Clear and professional written and verbal communication skills (ability to use proper grammar and spelling at all times)
  • Customer service oriented
  • Everyone is 100% team player, will jump in and help
  • Highly organized, ability to meet deadlines, sense of urgency, high attention to detail
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

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