Senior Officer, Administration - Specialized Lending

Senior Officer, Administration

DUCA is looking for a Senior Officer, Administration to join our growing team!

Job Purpose & Summary

The Senior Officer, Administration (Specialized Lending) will fulfill day‑to‑day operations regarding all aspects of credit up to the point of funding for Specialized Lending. The incumbent will process credit requests for Investment Loans and Margin Secured Lines of Credit, margin accounts, gather information and prepare preliminary review documentation in support of annual reviews, calculate the payment of trailers to advisors and overrides to MGAs and investment dealers; and provide ongoing advisor and Member service interactions via phone and email in the spirit of service excellence.

The Senior Officer, Administration skillfully and tactfully manages internal and external stakeholder relationships, fulfilment of critical, time‑sensitive processes and ongoing support of advisors and related parties. As a specia...