Loan Servicing Analyst

Job Overview:

LPL Financial is seeking a strong candidate to join our Loan Servicing Team. As a trusted business partner, you will initiate/prepare loan closing documents for our advisors.  You will partner with colleagues within our finance to follow through with loan funding, underwriting, billing and other areas as needed.  The ideal candidate has a combination of strong business acumen, technical and corporate finance knowledge, high attention to detail and organization, and excellent communication skills.  The ability to work within a team, take initiative, and interact effectively with business partners and all levels of management is critical.

The Loan Servicing group plays an instrumental role in the loan financing for advisors for LPL.  Another primary responsibility is working with business partners across LPL as related to loan servicing for active and inactive loans, document preparation, funding, payoff quotes and financial reporting for billing and loan trends.  Lastly, this group is tasked with collecting delinquent loans and legal referrals.

Responsibilities:

• Work closely with cross-functional business partners to deliver world class service

• Prepare and deliver loan documents and solutions for a variety of loan servicing issues

• Track divisional headcount changes and provide insight into the resulting financial impact

• Identify areas of improvement and implement effective solutions

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• 3-5 years of finance-related experience

• Closing/Funding loan experience

• High level of proficiency in Excel and PowerPoint

Core Competencies:

• Strong communication, listening, presentation, and writing skills

• Detail oriented with insight to determine applicability of big picture analysis

• Ability to work comfortably with incomplete information and ambiguity in a fast-paced environment

• Ability to work within a team and work with minimal oversight

• Strong organization skills, ability to prioritize and to manage multiple ongoing work streams

• Proactive problem solver, expected to present problems and recommendations simultaneously

• Positive attitude, commitment to excellence and integrity

• High level of motivation and initiative

Preferences:

• BA/BS in Finance, Business, Economics or related discipline

• Experience with enterprise systems, Fiserv, Salesforce, Oracle

• Prior loan servicing, loan closing, loan funding experience

#LI-PA

Pay Range:

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

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