- Tri counties bank (Redwood City, CA)
- …of: Consumer Checking Accounts Consumer Savings Accounts Certificates Of Deposit Online Banking Bill Pay Mobile Banking Debit Cards Overdraft Privilege Coverage ... Bank financial services professionals providing specialized services in: Home mortgage lending Investment Advisory Commercial Lending Business Corporate & Purchasing… more
- Bank of Montreal (Sierra Madre, CA)
- …Deadline: 08/01/2025 Address: 100 W. Sierra Madre Blvd. Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. ... to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and… more
- Wescom Credit Union (La Habra, CA)
- …including applications for home equity products and referrals for first mortgage real estate services. ESSENTIAL POSITION FUNCTIONS: Consistently provides a high ... includes but is not limited to all mobile, contact and online banking services. Conducting wellness calls from lists including pre-approvals, new member engagement… more
- Tri counties bank (San Francisco, CA)
- …small business customers can save money, make more money, or make their banking more convenient by utilizing Tri Counties Bank services and products. Employ ... and proven high performance. 5 Years of Business-to-business sales or Business Banking financial services sales experience. 5 Years of Business Lending Experience,… more
- Citigroup, Inc. (Palo Alto, CA)
- …the support of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals to provide holistic financial ... This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage ...a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a… more
- Western Alliance Bancorporation (Los Angeles, CA)
- …policies and procedures, as well as all applicable state and federal banking regulations. Along with the Vice President, Commercial Banker interface with clients ... equivalent experience required. Intermediate to advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management… more
- Exchange Bank (Rohnert Park, CA)
- …Abilities: Knowledge of modern managerial principles, practices and techniques. Knowledge of banking and lending laws and practices. Basic knowledge of State and ... Federal banking regulations. Knowledge of local economic market. Thorough knowledge...a valid CA driver's license. This position requires National Mortgage Licensing System (NMLS) registration in accordance with the… more
- Humanidei (Modesto, CA)
- …Our tagline, "Making Good Happen," reflects a commitment to going beyond traditional banking services to impact the community and the lives of our members ... This role requires eligibility to obtain and maintain registration with the Nationwide Mortgage Licensing System (NMLS) and Registry, as defined by the SAFE Act, due… more
- CommonWealth Central Credit Union (San Jose, CA)
- …support and ensure compliance with the following regulations: Fair Lending, Home Mortgage Disclosure Act (HMDA), Equal Credit Opportunity Act (ECOA), Truth in ... will have a minimum of ten to 15 years of credit union or banking experience, with a minimum of 10 years in a compliance-related role. Previous… more
- Helpmates (Santa Ana, CA)
- …management to ensure to meet all deadlines Document Prep, Scanning, sorting, or all mortgage files Sort documents by vendor in an Alpha Numeric Order Sort or Wet/Dry ... never request sensitive personal information-such as your Social Security number or banking details-outside of our secure onboarding system. This system is the only… more
