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 counterparty’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 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 acumenStrong 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 #J-18808-Ljbffr Jobtailor