- Cushman & Wakefield (Los Angeles, CA)
- …**Job Description** **Essential Duties** + Lead the execution of more complex Broker financial analysis/modeling requests, which may include serving as a project ... financial analysis, as applicable + Communicate with Brokers and Broker teams to confirm request scope and review analysis...discuss their analyses + Draft and prep Offering Memorandums, Broker Opinion of Value, and/or Request for Proposals and… more
- AON (San Francisco, CA)
- Aon is looking for a Broker Manager / Team Lead As part of...our colleagues and clients succeed. Your impact as a Broker Manager - Team Lead What the day will ... look like + The Property Broking Group the Team Broker Manager is responsible for carrying out the Aon...policies. #LI-JS2 #LI-Hybrid 2569949 Aon is looking for a Broker Manager / Team Lead As part of an… more
- Carrington (Anaheim, CA)
- **Come join our amazing team!** Responsible for developing and maintaining broker /seller relationships to sell wholesale and correspondent mortgage loan products. ... mortgage brokers and sellers. + Establishes and continues the broker /seller relationship and ensure a steady flow of loan...loan lock procedures. + Acts as liaison with outside broker , and internal broker coordinator, processor, processing,… more
- Atria Wealth Solutions (Dublin, CA)
- …to execute and measure the plans following the credit union and the broker dealer's guidelines. Responsibilities + Develop each employee to their highest potential ... Credit Union compliance training and those mandated by the broker -dealer. + Serve as a liaison between Patelco Financial...departments. + Ensure that the program adheres to all broker -dealer and regulatory requirements. + Ensure that the goals… more
- RxBenefits (Los Angeles, CA)
- …drug trend. + Maintains awareness of drug pipeline and proactively consults broker /client on appropriate drug category management approaches. + Proactively consults ... broker /client on recommended benefit design and formulary approaches. +...+ Ensures modeling and reporting are sufficient to support broker /client needs and decision-making. + Maintains a deep understanding… more
- Carrington (Anaheim, CA)
- …amazing team ** Responsible for the management of Account Executives and broker relationship building within a Sales area, focusing on wholesale and correspondent ... specialty lending products. Provide day-to-day mentoring, coaching, training, and broker relationship building, sales region development and management guidance to… more
- CRC Insurance Services, Inc. (Concord, CA)
- …travel throughout NorCal and Colorado. The role is responsible for managing the broker experience throughout the new build and renewal process. This role involves ... Collaborate with all pre- and post-sale/service groups to manage broker experience as a point of contact throughout new...additional training if needed, and build a relationship with broker . * Enhance sales for assigned markets and improve… more
- Carrington (Anaheim, CA)
- …**What you'll do:** + Main contact of communication and support between the Broker and the various departments and individuals of the company throughout the process ... letters, cancellation and declinations. + Monitors incoming documents from Broker verifying the data collected and submitted by brokers....updates the Account Executive daily. + Communicates with the Broker at a minimum of every other day and… more
- Vylla Home (Long Beach, CA)
- …marketing and customer relationship management tools to 24/7 training, face-to-face broker support, qualified leads and referrals and much more. Vylla's national ... roof! We offer our agents: + Up to 100% Broker Split - keep your commission and set your...marketing support, social media training and more + Face-to-face broker support and coaching - true mentorship + Dedicated… more
- CoStar Realty Information, Inc. (Irvine, CA)
- …ensure complete and organized due diligence is available to buyers, and support the broker 's buyer engagement as needed to sell the property at an auction. As a ... pivotal in effectively communicating auction strategies to each seller, broker and buyer that you engage with. Educating each... and buyer that you engage with. Educating each broker and seller as to the structure of how… more