- JPMorgan Chase (San Diego, CA)
- …advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking , you are the main point of contact for a select group of Chase's affluent ... well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to… more
- BMO Financial Group (Lockeford, CA)
- …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 ... with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct...complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales… more
- JPMorgan Chase (St. Helena, CA)
- …of cross-training opportunities. As an Associate Relationship Banker in our Branch Banking team, you'll take a lead role in delivering an outstanding experience ... such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs, whenever, wherever, and however they want. + Meets with branch assigned… more
- Wells Fargo (La Habra, 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 ... share the value of digital banking + Knowledge and understanding of banking industry laws and regulations, compliance controls, risk management and loss… more
- Bank of America (Beverly Hills, CA)
- …guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan. Key responsibilities include ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in… more
- Carrington (Anaheim, CA)
- …Bachelor's Degree or equivalent work experience. + Ten (10) or more years' experience in mortgage banking or related industry. + Two (2) to four (4) years' ... mortgage industry concepts, practices and procedures. + Knowledge of mortgage guidelines, regulations, compliance , and due diligence practices. + Knowledge… more
- JPMorgan Chase (Mission Viejo, CA)
- …estate + 3+ years of mortgage lending and proven sales experience in retail banking + Knowledge of real estate market in local area + Excellent written and oral ... Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal… more
- JPMorgan Chase (Los Angeles, CA)
- …you passionate about building and maintaining high-net-worth client relationships across banking , lending, and investments? This is a unique opportunity to manage ... experience. As a Relationship Manager in Consumer and Community Banking , you will help your clients explore the full...continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator… more
- City National Bank (Santa Clarita, CA)
- …in targeted segments including business and professional segments, and Preferred Banking as defined, through proactive outside calling efforts and cultivating strong ... appropriate to clients. * Assist clients with their branch banking transactions as needed and directed by branch management....good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must… more
- Citigroup (San Francisco, CA)
- …firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying ... of relevant experience + Experience in people management, business banking (retail banking preferred) and cash/treasury management...be registered or be willing to register as a mortgage loan originator with the Nationwide Mortgage … more