LMI Partnership Specialist

5 days ago


Dallas, Texas, United States Tolleson Wealth Management Full time
Job Description

Tolleson Wealth Management seeks a highly skilled LMI Partnership Specialist to develop and maintain strong partnerships in low-to-moderate income (LMI) communities.

The estimated salary for this position is $85,000 - $115,000 per year, depending on experience.

Key Responsibilities:
  • Works with community partners to drive community mortgage lending, community development lending, and investment opportunities.
  • Develops and executes strategic plans to ensure the success of the bank's Community Development and Lending Programs.
  • Maintains a positive working relationship with clients, staff, local professionals, centers of influence, and community organizations.

Requirements:

  • 3-5 years relevant work experience in commercial lending, community development lending, or mortgage lending.
  • Excellent communication and analytical skills to assess borrower creditworthiness and simplify data into concise reports.
  • NMLS license is a plus.


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