Security Backed Lending Product Support Specialist

UBS
US - New Jersey - Orange
May 25, 2024
Financial

*Security Backed Lending Product Support Specialist*

United States - New Jersey

Product Management and Development

Global Wealth Management

Job Reference #

245073BR

City

Weehawken

Job Type

Full Time

Your role

The Product Support Specialist is a member of the Security Backed Lending product team. The individual will be responsible for daily tasks and ongoing assignments that support the branch in originating loans. These tasks help the branch establish the client's loan structure and obtain loan approval to suit the client's needs.

Key responsibilities include:

working with the branches to perform document review to ensure proper authorized signers are on the loan agreements

performing loan modifications (increases/decreases and adding additional pledged accounts)

performing loan payoff requests to and from UBS AG NY to UBS FSI

completing loan documentation packages which includes loan payoff letter when applicable

performing ongoing monitoring and maintenance of our private equity programs

Key functional priorities include:

loan payoffs

respond to branch inquiries

onboard existing clients to UBS Bank USA & UBS FSI

assist with loans that are pending branch action through our credit line wizard

Your Career Comeback

We are open to applications from career returners. Find out more about our program on .

Your team

The Securities Backed Lending team is part of the Banking Group within UBS Wealth Management USA.

Your expertise

financial services experience

proficiency with Microsoft Office applications, particularly Excel and PowerPoint

excellent organizational skills with attention to detail

able to interact with all levels of staff and management

able to prioritize workload and meet deadlines

able to effectively communicate, work with, and build relationships with both internal and external clients

detail oriented and careful about quality of work

UBS is the worlds largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

Join us

From gaining new experiences in different roles to acquiring fresh knowledge and skills, at UBS we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together were more than ourselves.

Disclaimer / Policy Statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

* Security Backed Lending Product Support Specialist | UBS - Experienced professionals - job boards*

Associated topics: broker, broker dealer, brokerage, buy, derivatives, ira, market, nasdaq, purchase, risk

Read the full job description and apply online on the recuiter's web-site

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