Sr. USDA Loan Analyst supporting Small Business Capital in originating USDA loans for Byline Bank. Guiding customers through loan processes while collaborating with various internal teams.
About the role
- Investment Product Consultant managing investment offerings on the Envestnet platform for MML Investors Services. Collaborating with legal and compliance to ensure best-in-class offerings.
Responsibilities
- Manage the current Envestnet platform investment offerings in the various WMS programs.
- Monitor for Field Escalation issues.
- Work with legal, compliance, trading, and operations to ensure MMLIS investment offerings are best in class.
- Participate in driving the strategy for new offerings on the WMS platform and ensure all offerings have a best in class product shelf to support them.
- Liaison with the Banking and Lending segment of the business and assist in integrating their product offerings into the overall Orion technology platform.
Requirements
- 7+ years’ experience in the financial services industry
- Series 7 at time of application or must obtain within 1 year of hire
- 3+ years' participating in product implementation projects
- 3+ years' experience in relationship management
- 7+ years in the use of configuration, implementation and enhancement of product technology platforms
- Proven capabilities in design that can give the broker dealer a competitive edge
- Persuasive communication and presentation skills
- Strong problem-solving skills
- Proficient in the Microsoft suite of products (Excel, PowerPoint, and Word)
- Proven capabilities in building out investment advisory enhancements and programs that are cutting-edge within the investment advisory marketplace
Benefits
- Regular meetings with the Team
- Focused one-on-one meetings with your manager.
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups
- Access to learning content on Degreed and other informational platforms
- Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
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