- Bank of America (Brooklyn, NY)
- …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
- JPMorgan Chase (New York, NY)
- …Minimum three years of mortgage lending and proven sales experience in retail banking + Knowledge of real estate market in local area + Excellent written and ... Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and can function well within formal… more
- JPMorgan Chase (Hartsdale, NY)
- …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
- Berkshire Bank (Queensbury, NY)
- …as well ongoing compliance training. + Oversees the execution of daily banking procedures as related to the CSA line and ATM. + Responsible for oversight ... of the teller line audit process. Ensures compliance of teller line with all related ...Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE… more
- M&T Bank (Mount Kisco, NY)
- …schedules, how to optimize/educate all types of consumer debt scenarios, Mortgage /HELOC, Business Banking products, TM and Merchant Services products) ... understanding and knowledge of products and services offered by Business Banking . + Evaluate financing requests, recommend loan structure, and submit complete… more
- Berkshire Bank (North Greenbush, NY)
- …with clients to refer partnership solutions such as Wealth, Insurance, Cash Management and Mortgage . + Is proficient in the digital banking space and can assist ... facilitates and participates in branch staff meetings. + Ensures compliance with all banking laws, rules, regulations,...Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE… more
- City National Bank (New York, NY)
- …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
- JPMorgan Chase (Rye, NY)
- …through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience ... work together + Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts… more
- Carrington (Albany, NY)
- …account administration, maintaining signatories, unclaimed property reporting and compliance activities. Provide ongoing support of Treasury-related processes. ... management initiatives and projects, such as bank account management, banking service enhancements, system reconciliations, and system administration. Perform all… more
- M&T Bank (Mamaroneck, NY)
- …from mass affluent customer segment, primarily Retail and Business Banking . Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD ... and Mortgage to deliver advice-based solutions and alternative investment and...solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals. + *Provide services… more
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