NewMortgage Advisor-CGS Weichert, RealtorsMortgage Advisor-CGSCherry Hill, NJThe MA-CGS is responsible for prospecting, pipeline and funnel metrics based on target goals established by the SVP of Sales, including but not limited to, contact %’s, mortgage pre-approvals, mortgage applications, closed loan % and closed loans. The MA-CGS is responsible for originating residential mortgage loans generated by the Company through Weichert Realtor’s Open Houses, QR Code Open House App, Weichert Lead Network and other Company Generated Leads (as defined by the Company).
Mortgage Loan Originator Jet Direct MortgageMortgage Loan OriginatorPhiladelphia, PAWe believe in empowering our originators, which is why weve implemented cutting-edge tools, including: World-Class Origination Software & CRM Intuitive Mobile Mortgage Application Technology Advanced Marketing Automation Platform Comprehensive Data Reporting & Analytic Software. Your Role and What Youll Bring to Our Team We are looking for experienced, ethical, and passionate professionals ready to join us as Mortgage Loan Officers/Originators (MLOs).
Mortgage Loan Originator Mid Penn BankMortgage Loan OriginatorPAProficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations, communicative, and sales skills; thorough knowledge of current mortgage lending regulations; a working knowledge of operating policies and procedures which impact mortgage loan services; a thorough knowledge of the features and benefits of all mortgage loan products and services; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
Mortgage Loan Originator - NJ or Philadelphia Mid Penn Bancorp IncMortgage Loan Originator - NJ or PhiladelphiaPAProficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations, communicative, and sales skills; thorough knowledge of current mortgage lending regulations; a working knowledge of operating policies and procedures which impact mortgage loan services; a thorough knowledge of the features and benefits of all mortgage loan products and services; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.
Mortgage Loan Originator First Heritage Mortgage ServicesMortgage Loan OriginatorFeasterville-Trevose, PAFull timeProviding high quality counseling, advisement and educational prospective for borrowers regarding mortgage programs, rates and documentation requirements by conducting in-depth telephone and occasional face to face interviews. Candidates must possess a thorough understanding of FNMA, FHA and PHFA programs and guidelines, relationship marketing experience, well-developed communication skills and the ability to identify and cultivate existing and future business opportunities.
Loan Originator Become a part of our amazing teamLoan OriginatorPhiladelphia, PennsylvaniaThe ideal candidate will have a proven track record of funding $3 million or more in monthly origination volume in areas such as fix-and-flip, ground-up construction, single-family rental, and short-term bridge financing. This role is ideal for individuals with a strong background in exceeding sales targets, building strategic relationships, and driving revenue growth within the investment real estate sector.
Retail Mortgage Loan Originator Truist Financial CorpRetail Mortgage Loan OriginatorPhiladelphia, PAGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance products.
Retail Mortgage Loan Originator Truist BankRetail Mortgage Loan OriginatorPhiladelphia, PennsylvaniaUp to 75% General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance products.
Mortgage Loan Originator U.S. BankMortgage Loan OriginatorPhiladelphia, PennsylvaniaIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. - Working knowledge of underwriting requirements for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors, as gained through on the job training or some real estate brokerage experience.
Mortgage Loan Originator U.S. BancorpMortgage Loan OriginatorPhiladelphia, PAIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Working knowledge of underwriting requirements for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors, as gained through on the job training or some real estate brokerage experience.
Mortgage Loan Officer- Philadelphia PA TD BankMortgage Loan Officer- Philadelphia PAExton, PennsylvaniaThis position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Mortgage Loan Officer - 180 BPS - 104 Investors - Remote - W-2 or 1099 Tag Lending GroupMortgage Loan Officer - 180 BPS - 104 Investors - Remote - W-2 or 1099Philadelphia, PennsylvaniaRemoteWe're a Non-Delegated Correspondent Wholesale Mortgage Lender with access to 104+ investors , AI-powered technology, dedicated operations, and a proprietary mortgage platform designed to help you grow your business faster. From lead nurturing to borrower updates, our automated workflows keep clients engaged and files moving, allowing MLOs to focus on production, not follow-ups.
Remote Mortgage Loan Officer (Philadelphia, PA) Zillow IncRemote Mortgage Loan Officer (Philadelphia, PA)Philadelphia, PARemoteThese include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness and professionalism, and safeguard business operations and the Company's reputation. Zillow was named one of FORTUNE 100 Best Companies to Work For in 2025, and included on the PEOPLE Companies That Care 2025 list, reflecting our commitment to creating an innovative, inclusive, and engaging culture where employees are empowered to grow.
Mortgage Loan Officer- Philadelphia PA The Toronto-Dominion BankMortgage Loan Officer- Philadelphia PAExton, PAOCC Language: This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Mortgage Loan Officer- US East Coast The Toronto-Dominion BankMortgage Loan Officer- US East CoastPA$11.54–$17.95 / hourOCC Language: This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Remote Mortgage Loan Officer (Philadelphia, PA) ZillowRemote Mortgage Loan Officer (Philadelphia, PA)Philadelphia, PennsylvaniaRemoteThese include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness and professionalism, and safeguard business operations and the Company’s reputation. Zillow was named one of FORTUNE 100 Best Companies to Work For® in 2025 , and included on the PEOPLE Companies That Care® 2025 list, reflecting our commitment to creating an innovative, inclusive, and engaging culture where employees are empowered to grow.
Mortgage Originator Manufacturers and Traders TrustMortgage OriginatorRadnor, PennsylvaniaPrimarily responsible for working with customers interested in identifying and obtaining permanent FHA/VA and conventional mortgage loans and other residential mortgage programs that best meet the customer’s financial needs and objectives, and adhering to the requirements of federal registration under the SAFE Act. Interviews applicants to collect and analyze information regarding their income, assets, debts and credit data as well as their needs, desires, and earnings to assist in determining whether the loan will be an acceptable risk; obtains and analyzes pertinent financial and credit data.
NewResidential Mortgage Originator Tompkins Financial CorpResidential Mortgage OriginatorPlymouth Meeting, PAActively participate in the business development activities of the bank including JOC events, homebuyers' seminars, home shows, Realtor trade shows, Realtor office meetings, Sales Blitz events and other home financing workshops. Expected to provide direct mortgage loan services to bank customers and potential customers; promote and cross-sell all bank services; respond to inquiries and questions regarding mortgage loan services, including MortgageBot leads.
Mortgage Originator M&T Bank CorpMortgage OriginatorCherry Hill, NJEducation and Experience Preferred: Technical Skills: General knowledge of personal computers and software programs utilized by Residential Mortgage Department Proven sales ability Strong mathematical skills Self-motivated, well-organized individual Excellent verbal and written communication skills Ability to interact with individuals at all income levels and peers in a professional manner Demonstrated ability to work independently and to follow through on details to completion Ability to work under critical time constraints. Overview: Primarily responsible for working with customers interested in identifying and obtaining permanent FHA/VA and conventional mortgage loans and other residential mortgage programs that best meet the customer's financial needs and objectives, and adhering to the requirements of federal registration under the SAFE Act.
Bilingual Mortgage Loan Processor Wsfs FinancialBilingual Mortgage Loan ProcessorBryn Mawr, Pennsylvania$42,289–$69,475We are the premiere, locally headquartered bank and wealth management company in the region and are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.
Mortgage Loan Officer LeadlingMortgage Loan OfficerPhiladelphia, PennsylvaniaWe are working with one of the most LO-friendly mortgage platforms in the country and are selectively speaking with originators who want to run their own business and keep more of what they earn. We are being highly selective and are primarily speaking with: Retail Loan Officers producing at a high level.
Bilingual Mortgage Loan Processor WSFS BankBilingual Mortgage Loan ProcessorBryn Mawr, Pennsylvania$42,289–$69,475We are the premiere, locally headquartered bank and wealth management company in the region and are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.
Loan Officer Associate Lennar CorpLoan Officer AssociatePhiladelphia, PA$15.92–$23 / hourGeneral Overview of Compensation & Benefits: We reasonably expect the base compensation offered for this position to range from an hourly rate of $15.92 - $23, subject to adjustment based on business-related factors such as employee qualifications, geographic pay differentials (e.g., cost of labor/living, etc.), and operational considerations. This role goes beyond support-you will actively contribute to lead conversion, pipeline growth, and customer experience while learning the daily behaviors, metrics, and decision‑making of top‑performing Loan Officers.
Licensed Mortgage Loan Officer L'attitudeLicensed Mortgage Loan OfficerCherry Hill, New JerseyRemoteYou’ll step into a system designed to help you close with qualified borrowers every day, with real training, expert backend support, and leadership that understands what it takes to succeed in today’s shifting market. That’s why we’re partnering with a nationally recognized mortgage team based in Marlton, NJ, built around one simple idea: When Mortgage Loan Officers are supported, they thrive, and so do their clients.
Loan Officer Assistant NewRez LLCLoan Officer AssistantPASupport comes from assisting in the day to day front end process including communicating with customers, collect documents, analyzing documents and submitting files to our operations team. The position is designed to be a 10-12 month program with the end goal of obtaining their loan officer license by passing SAFE and then being promoted to a producing loan officer.
Reverse Mortgage Inside Sales Loan Officer Mutual of Omaha MortgageReverse Mortgage Inside Sales Loan OfficerPhiladelphia, PARemoteFull timeAt Mutual of Omaha Reverse Mortgage, Loan Officers are trained to listen and build rapport, in addition to understanding and analyzing the full financial situations of our customers. The Home Equity Conversion Mortgage (HECM) was designed to utilize the equity in the home as a means to assist a peaceful and secure transition to one’s retirement years.
NewCommercial Loan Officer GpacCommercial Loan OfficerMedia, PA100000–130000GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. Commercial Loan Officers work to help business owners obtain funds needed to fund their businesses, purchase property, equipment, and more.
Mortgage Loan Officer- Delaware Wsfs FinancialMortgage Loan Officer- DelawareWilmington, Delaware$35,563At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. The Mortgage Loan Officer will originate mortgage loans (purchase and refinances including Conventional loans, FHA, USDA, VA, First Time Home Buyers) in the Delaware area.
Mortgage Loan Officer- Cape May County, NJ Wsfs FinancialMortgage Loan Officer- Cape May County, NJCherry Hill, New Jersey$48,416–$79,541.75The Mortgage Loan Officer will originate mortgage loans (purchase and refinances including Conventional loans, FHA, USDA, VA, First Time Home Buyers) in the New Jersey area. At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive.
Mortgage Loan Officer- Atlantic County, NJ Wsfs FinancialMortgage Loan Officer- Atlantic County, NJCherry Hill, New Jersey$48,416–$79,541.75The Mortgage Loan Officer will originate mortgage loans (purchase and refinances including Conventional loans, FHA, USDA, VA, First Time Home Buyers) in the New Jersey area. At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive.
Mortgage Loan Officer Univest Financial CorpMortgage Loan OfficerPAIf you're a self‑motivated lender with a proven production track record, a passion for building strong community relationships, and the desire to grow your business within a collaborative, reputable financial institution, we invite you to bring your expertise and entrepreneurial spirit to Univest. Demonstrated verbal and written communication skills, including: oComplete, professional, timely communication oAbility to simply explain loan programs, terms, features and benefits to customers and referral sources.
NewCommercial Loan Officer - Financial Services HumaresoCommercial Loan Officer - Financial ServicesKing of Prussia, PA$50,000–$65,000 / yearThe Loan Officer serves as a trusted advisor, helping organizations evaluate financing options, capital planning strategies, and related financial solutions that support their mission and long-term sustainability. Our client is a mission-focused financial services organization dedicated to helping faith-based institutions finance growth, expansion, construction, renovation, and long-term ministry initiatives.
Senior Commercial Loan Officer GpacSenior Commercial Loan OfficerWest Chester, PA150000–225000As a Senior Vice President, Commercial Loan Officer you will be in charge of evaluating loan applications and documentation by confirming credit worthiness, improve loan applications and documentation by informing applicant of additional requirements and reject loans by explaining deficiencies to applicants. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990.
Mortgage Loan Officer NVR IncMortgage Loan OfficerPhiladelphia, PAPositively impact the customer experience, while maintaining weekly contact with all borrowers, brokers, NVR Mortgage staff, and NVR Homebuilding partners to answer questions regarding specific loans, share loan status, and build relationships. As the parent company of Ryan Homes, NVHomes and Heartland Homes, NVR is a Top 5 US homebuilder and Fortune 500 company that has been helping families build their happily ever after since 1948.
Mortgage Loan Officer- Atlantic County, NJ WSFS BankMortgage Loan Officer- Atlantic County, NJCherry Hill, New Jersey$48,416–$79,541.75The Mortgage Loan Officer will originate mortgage loans (purchase and refinances including Conventional loans, FHA, USDA, VA, First Time Home Buyers) in the New Jersey area. At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive.
Mortgage Loan Officer- Cape May County, NJ WSFS BankMortgage Loan Officer- Cape May County, NJCherry Hill, New Jersey$48,416–$79,541.75The Mortgage Loan Officer will originate mortgage loans (purchase and refinances including Conventional loans, FHA, USDA, VA, First Time Home Buyers) in the New Jersey area. At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive.
Mortgage Loan Officer- Delaware WSFS BankMortgage Loan Officer- DelawareWilmington, DEAt WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. The Mortgage Loan Officer will originate mortgage loans (purchase and refinances including Conventional loans, FHA, USDA, VA, First Time Home Buyers) in the Delaware area.
Loan Officer Caliver Beach MortgageLoan OfficerBear, DelawareProven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. · Analytical mindset with the ability to assess complex financial information.
Philadelphia Regional Loan Officer Caliver Beach MortgagePhiladelphia Regional Loan OfficerPhiladelphia, PennsylvaniaProven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. · Analytical mindset with the ability to assess complex financial information.
Senior Mortgage Loan Officer-Home Lending Center relocation The PNC Financial Services Group IncSenior Mortgage Loan Officer-Home Lending Center relocationPA$37,440–$44,990 / yearPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Mortgage Loan Officer The PNC Financial Services Group IncMortgage Loan OfficerKing Of Prussia, PAPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Senior Mortgage Loan Officer Outside Sales Fulton Financial CorpSenior Mortgage Loan Officer Outside SalesPASpends 80% or more of working time outside of Fulton office locations building relationships and soliciting first mortgages with realtors, builders, accountants and other external referral sources to obtain mortgage loan applications. Works with prospective customers to assist them in identifying and securing a mortgage loan that is appropriate for their individual financial circumstances and is designed to help them achieve their financial goals, including home ownership.
Commercial Loan Officer Mid Penn Bancorp IncCommercial Loan OfficerMalvern, PACompiles loan packages and facilitates negotiation of loan structure with applicant; ensures loan agreements are complete and accurate according to Bank policy; ensures timely loan closing and funding activities; approves loans within established lending authority. Interviews loan applicants and collects and analyzes financial and related data to determine the general creditability of the prospect and the merits of the specific loan request; establishes and negotiates the terms under which credit will be extended, including the costs, repayment, and collateral requirement.
Commercial Loan Officer - Philadelphia City Mid Penn BankCommercial Loan Officer - Philadelphia CityPhiladelphia, PACompiles loan packages and facilitates negotiation of loan structure with applicant; ensures loan agreements are complete and accurate according to Bank policy; ensures timely loan closing and funding activities; approves loans within established lending authority. Interviews loan applicants and collects and analyzes financial and related data to determine the general creditability of the prospect and the merits of the specific loan request; establishes and negotiates the terms under which credit will be extended, including the costs, repayment, and collateral requirement.
Mortgage Loan Officer | National Lender - PA LeadlingMortgage Loan Officer | National Lender - PAPhiladelphia, PARemote$75,000–$200,000Leadling is actively searching for seeking experienced Mortgage Loan Officers ready to increase earnings, scale nationally, and gain full control of their business with a National Mortgage Lender. Most Loan Officers never see the true value of the loans they close.
NewLicensed Loan Officer - REMOTE - Cherry Hill, New Jersey TrueFinancialLicensed Loan Officer - REMOTE - Cherry Hill, New JerseyCherry Hill Township, New JerseyRemoteMarketing and Branding Support: Call and Close Compliant provided leads while also creating your own referral network with Realtors, Builders, Investors, etc. GET PAID: Multiple flexible pay plans for discussion - New Loan Officers - Get Paid AT FUNDING while you build your pipeline - Receive a commission check FAST.
Mortgage Banking Advisor Wsfs FinancialMortgage Banking AdvisorBryn Mawr, Pennsylvania$44,146At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.
Mortgage Banking Advisor WSFS BankMortgage Banking AdvisorBryn Mawr, Pennsylvania$44,146At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.
Premier Banker- Rittenhouse TD BankPremier Banker- RittenhousePhiladelphia, PennsylvaniaProactively engages in client outreach (via phone, email, appointments, and other means) and regularly meets with clients to conduct needs-based conversations, review and analyze financial information, suggest appropriate solutions and/or service options, and coordinate introductions/interactions with appropriate partners. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Premier Banker- Haddonfield TD BankPremier Banker- HaddonfieldHaddonfield, NJ$25.75–$38.50 / hourProvides ongoing coaching and ongoing feedback to bank staff on effective methods to articulate the program's value and make Premier referrals for mass affluent clients + Responsible for understanding and adhering to regulations, TD Bank & TD Wealth Policies and Procedures + Responsible for implementing TD’s client Identification Program (CIP) by collecting and verifying required customer identification information and performing other client Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures **Education & Experience:** + HS Diploma or GED (required) + Bachelor's / University degree or equivalent experience preferred + 2+ years financial / banking experience + Successful completion of the Securities Industry Essentials Exam (SIE) strongly preferred + Life & Health license preferred + Understanding and experience with retail and small business banking; experience interacting with Mass Affluent and high net worth clients + Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) upon hire + Consultative sales experience required **Customer Accountabilities:** + Delivers the TD Premier program to eligible Clients + Knowledgeable in products and services to be able act as an educator and advisor to clients + Requires established client service skills to perform a broad range of both routine and multi-step Customer transactions + Establishes and nurtures client relationships through proactive outreach, ongoing engagement, consistent display of product knowledge, actively listening to client needs and offering advice based solutions or partner referrals. **Depth & Scope:** + Works in a bank location and will be accountable to grow, deepen, and retain strong relationships with a mass affluent book of business by proactively managing and addressing their banking needs with an advice-based approach + Demonstrates proficiency and in-depth knowledge in banking and credit products, offerings, and processes to fluently explain banking solutions to a client and to act as an experienced liaison with internal partners in small business, wealth, commercial and lending + Acquires, retains and deepens relationships with new mass affluent clients by converting referrals, leads, and outbound prospecting + Proactively engages in client outreach (via phone, email, appointments, and other means) and regularly meets with clients to conduct needs-based conversations, review and analyze financial information, suggest appropriate solutions and/or service options, and coordinate introductions/interactions with appropriate partners + Delivers excellent client service, reviews moderately complex clients concerns, and escalates banking related issues/risks when appropriate + Adheres to all relevant Retail/Wealth policies, procedures, FINRA and regulatory banking requirements + Engages in conversations with clients about loan products; facilitates the application intake.