Wealth Lending Advisor - New York, New York
Description
The Wealth Lending Advisor at TD Bank is a credit and sales role responsible for originating mortgage and consumer loans within a designated Wealth region. This involves creating scenarios, taking and processing applications, and ensuring a positive client experience. Advisors also have a shared lending goal, build external networks, identify cross-sell opportunities, and manage various pipelines. They work with high-net-worth clients, understanding complex financial statements and legal structures to propose customized lending solutions, while maintaining strong internal and external relationships and ensuring regulatory compliance.
Ce que nous recherchons
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Candidat idéal
Bachelor's degree or progressive work experience.,4+ Years' experience structuring, processing and closing mortgages, home equity products for High Net Worth Individuals.,Ability to work in a fast paced, highly regulated mortgage and consumer lending space.,Conversant in all aspects of Mortgage and Home Equity Lending.,Ability to understand and discuss with high end clientele, adjustable rate, fixed jumbo loans, construction loans, home equity lines of credit and home equity loans.,Background in Debt To Income, Debt Service Ratio, Non Standard Income and Asset Depletion underwriting methodologies.,Cross Border knowledge working with Canadian clients having second homes in the US (can be acquired on the job).
Éducation minimale
Bachelor's Degree or progressive work experience
Compétences techniques
Compétences interpersonnelles
Heures de travail
40 hours/week
Avantages
Engagements spéciaux
May cover multiple geographic markets, Ensures compliance with applicable laws, regulations and guidelines.
À propos de l'entreprise
The Toronto-Dominion Bank
La Banque Toronto-Dominion et ses filiales sont collectivement connues sous le nom de Groupe Banque TD, l'une des plus grandes banques en Amérique du Nord. La TD offre une vaste gamme de produits et de services bancaires personnels, commerciaux et d'investissement à plus de 27 millions de clients dans le monde. Basée à Toronto, au Canada, la banque exerce ses activités par l'entremise de secteurs clés, notamment les services de détail au Canada et aux États-Unis, ainsi que les services bancaires de gros.
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