Wealth Lending Solutions Advisor

• Promote the benefits of Personal Credit Line (PCL) along with digital self-service capabilities for origination, line draws and general account servicing for clients

• Manage the day-to-day workflow of loan packages across multiple systems and application types

• Work closely with our counter party’s Regional Lending Specialist

• Serve as a resource for our Financial Professionals to develop strategies to incorporate lending into their wealth management practices

• Educates Financial Professionals on all aspects of the product benefits and use

• Provide customer service support to Financial Professionals

• Maintain knowledge of competitive information on securities-based lending

• Contribute to routine reporting and general portfolio/client database maintenance

• Promote a consistently exceptional client experience

• Serve as Subject Matter Expert (SME) for the securities-based lending market, including competitive offerings and comparative reviews

• Assist in problem resolution when necessary

• May perform other responsibilities as assigned.

Requirements

• 5+ years of relevant experience in the Financial Services, Banking, Mortgage and/or Lending industry
• Bachelor’s degree in related field is required, preferably Finance or Business concentration, or relevant work experience
• Intermediate banking & lending literacy
• Basic understanding of traditional investment assets;
  Mutual funds, stocks & bonds
• Experience in wealth management a plus
• Solid investment and business acumen
• Strong interpersonal and communication skills
• Proficient in Microsoft Office, Excel & Adobe acrobat
• Demonstrated ability to establish priorities and meet performance goals in a results-oriented fast-paced environment
• Detailed-oriented and analytical with the ability to organize data and think critically
• Adaptable and capable of working both independently and collaboratively.

🔍 ATS Optimization Keywords
Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility. This unique feature helps candidates tailor their applications more effectively — a feature exclusive to Job Tailor job listings.

Hard Skills

• banking literacy
• lending literacy
• investment acumen
• wealth management
• securities-based lending
• portfolio management
• data organization
• critical thinking

Soft Skills

• interpersonal skills
• communication skills
• adaptability
• problem resolution
• detail-oriented
• analytical skills
• prioritization
• collaboration