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Business Development Consultant 5
Mindlance
🇺🇸 United States
Hybrid
2 weeks ago
$37.93 – $42.75 / hour
- Excel
- PowerPoint
- Copilot
2 weeks ago
- Support day-to-day execution of the Securities-Based Lending (SBL) program, including tracking pipeline activity, documentation, and follow-ups.
- Able to enter loan estimates and handle operations processes to review new submitted business
- Work independently with little supervision and partner across the lending team to advance lending initiatives, resolve open issues, and help move high-priority opportunities forward.
- Assist with product workflows, advisor inquiries, and new opportunity sourcing.
- Maintain accurate records, project tracking, KPI, and reporting to ensure operational business continuity.
- Help monitor KPIs, evaluate utilization reporting, identify usage trends, and receive field feedback; document and summarize findings for the team to make product improvements.
- Deliver clear, actionable product materials to advisors– process guides, FAQs, toolkits – designed to build advisor confidence in lending programs
Skills:
- Demonstrated ability to learn new lending tools quickly, understand the full product lifecycle, and adapt to a fast-growing product segment.
- Ideally have prior experience in financial services, specifically lending products (securities-based lending, margin, credit-based products, etc.)
- Strong attention to detail with the ability to deliver on tight turnaround times.
- Strong written and verbal communication skills; comfortable working with cross-functional partners.
- Proficiency in Microsoft Office (Word, Excel, PowerPoint, Copilot).
- Ability to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA.
Business Development Consultant 5 · Mindlance