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Support Service Specialist in Pennington, NJ at Pionear

Date Posted: 6/11/2019

Job Snapshot

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Job Description

  • This position handles day to day support of the LMA Servicing and Operations Team, supporting Financial Advisors and client associates, and Bankers in support of the Loan Management Account (LMA), a loan collateralized by securities accounts.
  • Primary function is to handle 50-70 phone call inquiries per day from branch offices, providing support related to account opening, LMA account eligibility, interest rates and various features, loan applications and supplemental documents for retail/business/Trust applicants
  • The role involves direct interaction with Underwriting Team, internal management, and Finance, as well as LMA Business partners, and Global Risk Management.
  • The Operations functions performed by the team involve ensuring all loan balance inflows and outflows are settled properly each day between MLPF&S and BANA through various settlement procedures, and that all LMA payouts are in compliance with Regulation W. Ability to perform in a high pressure, high service skill, and high risk environment is critical.

Job Requirements


• Excellent verbal communication and service skills 

• Understanding of equity markets, products and lending products (i.e. mortgages, rates, etc…) 

• Good at prioritizing workload with online and offline functions 

• Able to work quickly in high volume call center environment 

• Willingness to learn additional functions over time and accept ad hoc assignments. 

• Prefer experience with Excel, PowerPoint 

• College degree required.


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