Associate Lending Specialist (Securities-Based Lending)

Location: Fort Mill/Charlotte, United States

Salary: $25.01–$41.65 per hour

Company

hirify.global is a U.S. wealth management firm supporting financial advisors and institutions with investment solutions, lending products, fintech tools, and practice management services.

What you will do

• Support advisors with secured credit account and margin lending product inquiries.
• Explain product characteristics, benefits, risks, policies, procedures, and supporting systems.
• Guide advisors through loan origination, draws, payments, and account closure.
• Act as the first point of contact for client issues, concerns, and time-sensitive requests.
• Escalate lending policy exceptions and support the transition of external client loans to LPL.
• Provide product feedback and continuous improvement suggestions to the Lending Solutions Product Manager.

Requirements

• Bachelor’s degree in Finance, Business Administration, or a related field.
• 3+ years of experience in financial services, preferably wealth management.
• Knowledge of securities-backed lending and margin products.
• Experience supporting client-facing financial professionals and their teams.
• Strong communication, organization, prioritization, problem-solving, and issue-resolution skills.
• Ability to work effectively in a fast-paced, results-focused environment.

Culture & Benefits

• Collaborative, team-oriented work environment focused on continuous improvement.
• 401(k) matching and health benefits.
• Employee stock options.
• Paid time off and volunteer time off.
• Culture emphasizing integrity, creativity, client success, and shared accountability.