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Lending Solutions Jobs (NOW HIRING)

Truist

Wealth Lending Advisor III

Charlotte, NC · On-site

This includes presenting innovative sales ideas and tailored lending solutions to prospective and existing clients. The role involves developing and delivering compelling sales strategies to attract ...

Truist

Wealth Lending Advisor III

Atlanta, GA · On-site

This includes presenting innovative sales ideas and tailored lending solutions to prospective and existing clients. The role involves developing and delivering compelling sales strategies to attract ...

Truist

Wealth Lending Advisor III

Orlando, FL

This includes presenting innovative sales ideas and tailored lending solutions to prospective and existing clients. The role involves developing and delivering compelling sales strategies to attract ...

Truist

Wealth Lending Advisor III

Fort Lauderdale, FL · On-site

This includes presenting innovative sales ideas and tailored lending solutions to prospective and existing clients. The role involves developing and delivering compelling sales strategies to attract ...

Truist

Wealth Lending Advisor III

Atlanta, GA · On-site

This includes presenting innovative sales ideas and tailored lending solutions to prospective and existing clients. The role involves developing and delivering compelling sales strategies to attract ...

Truist

Wealth Lending Advisor III

Miami, FL · On-site

This includes presenting innovative sales ideas and tailored lending solutions to prospective and existing clients. The role involves developing and delivering compelling sales strategies to attract ...

Truist

Wealth Lending Advisor III

Richmond, VA

This includes presenting innovative sales ideas and tailored lending solutions to prospective and existing clients. The role involves developing and delivering compelling sales strategies to attract ...

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All JobsLending Solutions Jobs

Lending Solutions information

See salary details

$25K

$42.1K

$63K

How much do lending solutions jobs pay per year?

As of Jun 9, 2026, the average yearly pay for lending solutions in the United States is $42,087.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,000.00 and $45,000.00 per year, depending on experience, location, and employer.

What is the difference between Lending Solutions vs Loan Officer?

AspectLending Solutions
Primary RoleProvides financial products and solutions, including advising clients on loan options and structuring financing packages.
CertificationsTypically requires mortgage or financial advisor licenses, such as NMLS or CFP.
Work EnvironmentWorks in banks, financial institutions, or mortgage companies, often in client-facing roles.
FocusFocuses on offering a range of lending products and financial planning.

While Lending Solutions professionals focus on providing comprehensive lending options and financial advice, Loan Officers primarily originate and process individual loan applications. Both roles require similar certifications and often work within the same industry environments, but Lending Solutions offers a broader scope of financial services beyond just loan origination.

What jobs make 3000 a month without a degree?

In lending solutions, roles such as loan processors, customer service representatives, or sales agents can earn around $3,000 monthly without a degree, especially with experience and strong communication skills. These positions often require on-the-job training, familiarity with financial products, and proficiency with computer software, and may involve flexible schedules or remote work options.

What are some common challenges faced by professionals in Lending Solutions, and how can they be addressed?

Professionals in Lending Solutions often encounter challenges such as balancing risk assessment with customer satisfaction, staying updated with regulatory changes, and efficiently managing a high volume of loan applications. To address these issues, it's important to maintain open communication with underwriting and compliance teams, invest in ongoing training, and utilize the latest lending technologies to streamline processes. Building strong relationships with both internal teams and clients can also help navigate complex situations and ensure successful loan outcomes.

What are Lending Solutions?

Lending solutions refer to a range of financial products and services designed to help individuals and businesses obtain loans or lines of credit. These solutions can include personal loans, business loans, mortgages, auto loans, and credit lines, as well as the technology and software platforms that facilitate the lending process. Lending solutions are offered by banks, credit unions, online lenders, and fintech companies, and are tailored to meet the diverse needs of borrowers. They also often involve risk assessment, credit evaluation, and loan servicing to ensure responsible lending and repayment.

What are the key skills and qualifications needed to thrive in Lending Solutions, and why are they important?

Success in Lending Solutions requires a solid understanding of financial products, credit analysis, and regulatory compliance, often supported by a degree in finance or business. Familiarity with loan origination systems (LOS), risk assessment tools, and relevant certifications such as Certified Lending Professional are highly beneficial. Strong interpersonal skills, attention to detail, and problem-solving abilities help professionals build client trust and navigate complex transactions. These skills ensure accurate loan processing, regulatory adherence, and positive client experiences in a competitive financial environment.
More about Lending Solutions jobs
What states have the most Lending Solutions jobs? States with the most job openings for Lending Solutions jobs include:
What job categories do people searching Lending Solutions jobs look for? The top searched job categories for Lending Solutions jobs are:
Lending Solutions jobs near you
Infographic showing various Lending Solutions job openings in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $42,087 per year, or $20.2 per hour.
Citi Wealth - Lending Advisor - Vice President

Citi Wealth - Lending Advisor - Vice President

Citigroup, Inc.

San Francisco, CA • On-site

$157K - $235K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 29 days ago

Job description

Citi Wealth Lending provides competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our Lending Advisors serve as dedicated and trusted partners to Wealth Advisors, Regional Directors, and Group Executives, helping them to deliver lending solutions that support clients' liquidity objectives and drive regional growth.
The Vice President, Lending Advisor serves as a regionally aligned lending specialist supporting the Citigold and Citi Private Client (CGCPC) segments. Lending Advisors provide advice across a variety of lending solutions with a particular emphasis on driving scaled securities-based loan adoption and growth. They also promote best practices and build awareness of broader and more customized lending capabilities for high-net-worth clients. The VP Lending Advisor balances client-centric advisory excellence, disciplined risk management, and data-driven growth execution within the CGCPC loan portfolio.
Responsibilities include:
  • Partner with CGCPC Wealth Advisors to integrate lending solutions into their books of business through strategic engagement and opportunity reviews
  • Join regional advisor team meetings, as well as client and prospect meetings to position lending as a tactical component of holistic wealth and capital management
  • Guide clients to appropriate loan structures, terms, and strategies aligned with their liquidity, investment, and risk objectives
  • Act as the first line of control and subject-matter expert for regional lending activity
  • Drive efficient, high-quality execution by managing timelines, expectations, and communication across clients, Advisors, and internal partners
  • Identify lending opportunities using data-driven insights, portfolio analytics, and proactive client segmentation
  • Monitor market trends, competitive dynamics, product gaps, escalating insights and opportunities to Wealth Lending leadership
  • Provide ongoing education on lending solutions, sales strategies, and best practices. Build awareness of lending capabilities across Citi Wealth, with particular focus on SBL and Structured Lending
  • Establish a reputation for execution excellence, strong risk judgment, and trusted partnership with Wealth Advisors, regional managers, and Underwriting and Risk partners
  • Maintain responsibility for a healthy, compliant regional loan portfolio, ensuring adherence to regulatory, credit, and control standards

Qualifications
  • 5+ years' experience in wealth management or private bank lending, including origination, structuring, and credit analysis
  • Demonstrated experience advising Affluent, HNW, and UHNW clients on lending solutions
  • Strong expertise in Securities-Based Lending along with a general understanding of Structured Lending and complex collateral preferred
  • Ability to advise clients on optimal loan structures and think creatively in delivering market leading solutions.
  • Solid understanding of financial markets, investments, and wealth management
  • Data-driven, strategic approach to opportunity identification and pipeline management
  • Strong credit acumen with disciplined risk judgment
  • Comfort operating in a fast-paced, growth-oriented, regulated environment
  • Excellent oral and written communication skills
  • Strong initiative, accountability, and collaboration
  • Desire to drive growth in a dynamic business.
  • Completion of a formal credit training program preferred
  • Bachelor's Degree required (or equivalent experience)
  • Licenses: Series 7, 66 (or 63/65) preferred.

Job Family Group:
Private Client Product Services
Job Family:
IF Lending Generalist
Time Type:
Full time
Primary Location:
San Francisco California United States
Primary Location Full Time Salary Range:
$157,040.00 - $235,560.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
May 18, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.

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