- City National Bank (San Diego, CA)
- *RELATIONSHIP MANAGER II* WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing ... good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must...key areas of client needs. * Improve Sales & Banking Acumen - committed to continuously developing stronger … more
- US Bank (Los Angeles, CA)
- …to lead and manage branch(es) to ensure that goals are met and to ensure compliance with all banking laws and regulations. This role will regularly coach, ... financial goals through collaboration with partners including wealth, business banking , mortgage , or payment services. Acts as...volunteer time and engage with the community. 11. Ensures compliance with all banking laws and regulations… more
- Banc of California (San Diego, CA)
- …BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of ... the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed… more
- Banc of California (Los Angeles, CA)
- …BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of ... the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed… more
- Wells Fargo (San Diego, CA)
- …taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related ... understanding of role expectations in order to successfully transition into branch manager role + Execute on learnings and commitments from formal and informal… more
- Robert Half The Creative Group (San Diego, CA)
- …preferably in correspondent or non-delegated channels. + Strong understanding of mortgage compliance requirements and investor guidelines. + Proven experience ... Description We are recruiting for an Operations & Growth Manager for an amazing mortgage company based...investor inquiries promptly. + Provide training and guidance on banking , compliance , and operational requirements via webinars,… more
- JPMorgan Chase (Los Angeles, CA)
- …developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking , you will help your ... you passionate about building and maintaining high-net-worth client relationships across banking , lending, and investments? This is a unique opportunity to manage… more
- BMO Financial Group (San Leandro, CA)
- …service activities to meet strategic customer experience and profitability goals in compliance with legal and regulatory requirements and the Bank's policies and ... by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the SAFE Act). This position will require a Federal registration… more
- Citigroup (San Francisco, CA)
- …the support of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals to provide holistic financial ... limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client bonding. +… more
- Citigroup (Merced, CA)
- …With the support of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals in order to provide holistic ... limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client bonding. +… more