Head of Lending Advisory, West Coast
Core
Lead the West Coast Lending Advisor Team to establish and execute expansion strategy, delivering creative lending solutions to UHNW clients as part of broader Wealth Management goals.
Role type
Senior leadership lending advisor (team lead)
Builds
Bespoke loan proposals and lending portfolio growth for UHNW clients
Domain
Private banking / Wealth management lending
Deliverable
client delivery
Required skills
UHNW lending experience, team leadership, financial markets knowledge, loan structuring, negotiation, market analysis, compliance management
Preferred skills
Credit training program completion, Series 7/66 licenses
Technologies
N/A
Responsibilities
Lead team expansion strategy, mentor team members, partner with Private Bankers to identify opportunities, advise clients on optimal loan structures, manage lending pipeline, ensure compliance, act as subject matter expert for lending inquiries
Seniority
Senior, hands-on IC with leadership responsibilities