Wealth Lending Solutions Consultant

Responsibilities

• 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
• Educate 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

• 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
• Detail-oriented and analytical with the ability to organize data and think critically
• Adaptable and capable of working both independently and collaboratively