Connor Lloyd
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Connor Lloyd Email & Phone Number

Client Relationship Associate at Vanguard at Vanguard
Location: Greater Philadelphia, United States 7 work roles 3 schools
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Role
Client Relationship Associate at Vanguard
Location
Greater Philadelphia, United States

Who is Connor Lloyd? Overview

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Quick answer

Connor Lloyd is listed as Client Relationship Associate at Vanguard at Vanguard, based in Greater Philadelphia, United States. AeroLeads shows a matched LinkedIn profile for Connor Lloyd.

Connor Lloyd previously worked as Client Relationship Associate at Vanguard and Mortgage Loan Officer NMLS#2214901 at Toll Brothers Mortgage. Connor Lloyd holds Bachelor Of Arts - Ba, Economics, Minors In Sociology And American Studies from Middlebury College.

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Email format at Vanguard

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Vanguard

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Profile bio

About Connor Lloyd

Connor Lloyd is a Client Relationship Associate at Vanguard at Vanguard.

Current workplace

Connor Lloyd's current company

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Vanguard
Vanguard
Client Relationship Associate at Vanguard
Valley Forge, PA
Website
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7 roles

Connor Lloyd work experience

A career timeline built from the work history available for this profile.

Client Relationship Associate

Current

Valley Forge, Pa, Us

Mar 2023 - Present

Mortgage Loan Officer Nmls#2214901

Toll Brothers Mortgage

 Analyzed potential borrowers’ credit history, income and assets to determine eligibility for various loan products Communicated extensively with borrowers to ensure full understanding of loan process and risks/benefits associated Demonstrated the highest level of professionalism and costumer service towards all TBM customers

Dec 2021 - Sep 2022

Jr. Loan Officer

Toll Brothers Mortgage

 Assisted loan officers in the review and evaluation of borrowers’ loan structure for submission to underwriting Coordinated the acquisition of verifications of employment and mortgage from employers and lenders for TBM borrowers Organized and actioned loan portfolio compliance spreadsheets for company-wide transition to the new Uniform Residential Loan Application

Oct 2020 - Dec 2021

Assistant Leasing Manager

Hipsuite

 Extensively collaborated with tenants of the property portfolio on maintenance requests, lease terms and rent checks Developed marketing collateral and maintained the company’s website to advertise available units Processed tenant applications and generated lease documents, renewals and addenda with attention to detail

May 2020 - Oct 2020

Finance Accounting Intern

Philadelphia, Pa, Us

 Helped to manage the firm’s trusts, expense statements and banks accounts  Maintained spreadsheets for firm bank reconciliation reports and the general ledger of firm accounts Assisted attorneys and paralegals with projects including document indices, case budgets and litigation research

Jun 2019 - Sep 2019

Finance Intern

Philadelphia, Pa, Us

 Assisted Escrow Department with payment distribution, system administration and accounts system data integrity  Created unallocated funds reports and balance sheet snapshots for department executives Maintained a firm-wide report of open and inactive cases for prioritization and further action

Jun 2018 - Sep 2018

Human Resources Intern

Philadelphia, Pa, Us

 Supported personnel with new employee orientation and benefits system administration  Spearheaded the reorganization of the firm’s personnel and benefits filing system

Jun 2017 - Sep 2017
Team & coworkers

Colleagues at Vanguard

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3 education records

Connor Lloyd education

Bachelor Of Arts - Ba, Economics, Minors In Sociology And American Studies

Middlebury College

Education record

Westminster School

Education record

Lasalle College High School
FAQ

Frequently asked questions about Connor Lloyd

Quick answers generated from the profile data available on this page.

What company does Connor Lloyd work for?

Connor Lloyd works for Vanguard.

What is Connor Lloyd's role at Vanguard?

Connor Lloyd is listed as Client Relationship Associate at Vanguard at Vanguard.

Where is Connor Lloyd based?

Connor Lloyd is based in Greater Philadelphia, United States while working with Vanguard.

What companies has Connor Lloyd worked for?

Connor Lloyd has worked for Vanguard, Toll Brothers Mortgage, Hipsuite, and Cozen O'Connor.

Who are Connor Lloyd's colleagues at Vanguard?

Connor Lloyd's colleagues at Vanguard include Collin Mckay, Mike Mastrocola, Tyler Hakel, Carl Cogan, and Carrie Cieless.

How can I contact Connor Lloyd?

You can use AeroLeads to view verified contact signals for Connor Lloyd at Vanguard, including work email, phone, and LinkedIn data when available.

What schools did Connor Lloyd attend?

Connor Lloyd holds Bachelor Of Arts - Ba, Economics, Minors In Sociology And American Studies from Middlebury College.

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