Elite Wealth Lending Specialist

TD Bank, N.A.; New York (NY); On-site; USD 73,757,000 - 118,804,000; Full time

Job summary

TD Bank, N.A. in New York, NY is hiring for a senior-adjacent Wealth Lending Advisor support role focused on high-net-worth client lending.

The role partners with senior bankers and external advisors to facilitate new lending, onboarding and loan servicing while maintaining client satisfaction. The position requires a 4-year degree preference and 3+ years in client support or lending, with strong communication and relationship-building skills.

Qualifications

• 4-year degree preferred
• 3+ years related experience in production or client support, with lending or loan-book responsibilities
• Registration Series 7 encouraged but not required

Responsibilities

• Support 20-40 new securities-based loan originations per month, with client onboarding
• Assist loan modification requests and documentation
• Coordinate loan structuring, pricing, underwriting, documentation, closing and booking
• Maintain compliance with applicable regulations and risk controls

Skills

Communication skills

Relationship management

Financial services knowledge

Education

Bachelor's degree

Tools

Microsoft Office

Job description

TD Bank, N.A. in New York, NY is hiring for a senior-adjacent Wealth Lending Advisor support role focused on high-net-worth client lending.

The role partners with senior bankers and external advisors to facilitate new lending, onboarding and loan servicing while maintaining client satisfaction. The position requires a 4-year degree preference and 3+ years in client support or lending, with strong communication and relationship-building skills.