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Kellton - South Jordan, UT

posted 2 months ago

Full-time - Entry Level
South Jordan, UT

About the position

The Entry Level Brokerage / Trading Operations Analyst position is designed for recent graduates with a Bachelor's degree who are looking to start their career in financial services. This role supports the Private Banking Operations team by providing operational assistance for lending products and services, ensuring accurate processing and servicing of client accounts, and identifying potential risks in lending operations. The position requires strong communication skills and proficiency in Microsoft Office applications, as well as the ability to adapt to new systems and processes.

Responsibilities

  • Accountable for daily operations and servicing for the Security-Based Lending product ETRADE Line of Credit
  • Perform functions related to maintaining and processing key client accounts updates
  • Review specific loans/borrowers analytically looking for potential credit risks
  • Follow the required actions as outlined in the Risk Governance Framework Policies & Procedures and other risk management processes
  • Establish and maintain relationships with key stakeholders
  • Perform other duties as assigned by the team

Requirements

  • Bachelor's Degree (REQUIRED)
  • Proficient in Microsoft Office applications (Outlook, Excel, Word, etc.) and Adobe Acrobat
  • Strong internal and external customer focus
  • Highly effective oral, written, and interpersonal communication skills
  • Detail-oriented and keen to identify and mitigate risk within a process

Nice-to-haves

  • Prior experience in Lending Operations within a Financial Services company is preferred
  • Technically adapt to working with new systems
  • Proactive self-starter with strong problem-solving skills and the ability to make quick decisions in a fast-paced environment
  • Quick learner to be able to grasp concepts to perform the functions required
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