Company:
Paladin Consulting, Inc
Location: Dallas
Closing Date: 22/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
Paladin Consulting is currently hiring a PWM Private Lending Services Analyst to join our team working onsite at our client's office located in Dallas, TX.
We work with companies that offer environments for our employees to contribute, learn, and advance their career. We treat you like you are part of the family.
Job Title: Private Lending Services Analyst
Work Location: Dallas, TX
Duration: Long-term contract
Education/Experience Required: Bachelor's degree with ideally three years experience in financial services
Job Description:
The Private Lending Services (PLS) team is a high-value control middle office team in PWM operations that supports the PWM Private Lending organization by originating new loans through our client to PWM clients and Private Equity Firms in the Americas, EMEA and Asia. Additionally, the PLS team ensures clients are in compliance with federal regulations at the time of origination, funding and ongoing maintenance through the life of the loan.
Responsibilities :
Prepare to gain a comprehensive understanding of the private lending organization by interacting with Regional Lending Managers, Private Lending Underwriters, Credit, Legal, Global Client Financing, and other operations teams in the Americas, EMEA and Asia
Partner with PWM PWAs and WMPS to assist clients in the application, origination and ongoing servicing of loans within the portfolio
Showcase strong control and risk management strategies to ensure compliance with the client while still providing excellent client service to PWM and Institutional clients
Develop strategies and opportunities for process efficiencies to reduce manual tasks while increasing control in a rapidly growing business
Skills & Qualifications :
Proven client service skills, teamwork and a sense of urgency to fulfill time sensitive and highly confidential tasks
Ability to develop and nurture relationships with senior business leaders within and across divisional teams
Self-motivated and proactive team player who takes ownership and accountability for projects, has strong organizational skills as well as the ability to effectively manage competing priorities
Flexible and able to work well under pressure in a team environment
Bachelor's degree with ideally three years experience in financial services
For more information or to view other opportunities, visit us at
Paladin is an EEOC employer.
We work with companies that offer environments for our employees to contribute, learn, and advance their career. We treat you like you are part of the family.
Job Title: Private Lending Services Analyst
Work Location: Dallas, TX
Duration: Long-term contract
Education/Experience Required: Bachelor's degree with ideally three years experience in financial services
Job Description:
The Private Lending Services (PLS) team is a high-value control middle office team in PWM operations that supports the PWM Private Lending organization by originating new loans through our client to PWM clients and Private Equity Firms in the Americas, EMEA and Asia. Additionally, the PLS team ensures clients are in compliance with federal regulations at the time of origination, funding and ongoing maintenance through the life of the loan.
Responsibilities :
Prepare to gain a comprehensive understanding of the private lending organization by interacting with Regional Lending Managers, Private Lending Underwriters, Credit, Legal, Global Client Financing, and other operations teams in the Americas, EMEA and Asia
Partner with PWM PWAs and WMPS to assist clients in the application, origination and ongoing servicing of loans within the portfolio
Showcase strong control and risk management strategies to ensure compliance with the client while still providing excellent client service to PWM and Institutional clients
Develop strategies and opportunities for process efficiencies to reduce manual tasks while increasing control in a rapidly growing business
Skills & Qualifications :
Proven client service skills, teamwork and a sense of urgency to fulfill time sensitive and highly confidential tasks
Ability to develop and nurture relationships with senior business leaders within and across divisional teams
Self-motivated and proactive team player who takes ownership and accountability for projects, has strong organizational skills as well as the ability to effectively manage competing priorities
Flexible and able to work well under pressure in a team environment
Bachelor's degree with ideally three years experience in financial services
For more information or to view other opportunities, visit us at
Paladin is an EEOC employer.
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