- Comerica (Costa Mesa, CA)
- …base.Position Responsibilities: Portfolio and Risk Management Retain and manage existing loan portfolio, taking ownership of all reviews and renewals for existing ... an opinion of whether such relationships continue to be an acceptable risk. Decides loan terms and conditions if within own credit limits or makes recommendations to… more
- PNC (Calabasas, CA)
- …Finance industry through PNC's Fannie Mae DUS, Freddie Mac Optigo, and FHA lending platforms. In addition to agency lending , we offer construction, bridge, ... to underwriting (portfolio administration, periodic reviews, due diligence reviews, loan documentation and fulfillment) and sales functions (pre-call planning,… more
- TEKsystems (Pasadena, CA)
- …Experience Specialist I is an entry-level customer service role supporting the Consumer Direct Lending team. This individual serves as the primary point of ... contact for consumers following their licensed discussion with a loan officer, guiding them through the loan ...a loan officer, guiding them through the loan origination process. The role contributes to efficient operations… more
- PennyMac (Moorpark, CA)
- …point of contact for clients for all fulfillment issues, status questions, and loan level problem solving. Provide prompt and efficient service to customer as ... closely with Operations to request and validate documentation to properly satisfy loan requirements. Provides feedback to both internal and external customers on … more
- PennyMac (Pasadena, CA)
- …customer service role, operating in a call center environment and supporting Consumer Direct Lending . The individual acts as the primary consumer contact to ... guide a consumer through the loan origination process after the licensed...of 36 months of mortgage processing experience preferably with direct customer contact in a call center environment is… more
- Wells Fargo (Pasadena, CA)
- …Fargo. It all begins with outstanding talent. It all begins with you. **Banking, Lending , & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services ... and families based on needs related to banking, custom lending , and trust services. These bank specialists leverage resources,...* Closely held asset management * Real estate and loan asset management * Oil, gas and mineral management… more
- PennyMac (Pasadena, CA)
- …customer service role, operating in a call center environment and supporting Consumer Direct Lending . The individual acts as the primary consumer contact to ... guide a consumer through the loan origination process after the licensed...of mortgage experience preferably in a processing role with direct customer contact in a call center environment is… more
- City National Bank (San Diego, CA)
- …clients, deposit and fee income growth from both new and existing portfolios, loan and line volume that includes but is not limited to CRA-eligible fundings, ... of updates to policies and procedures, stay within delegated lending authorities. Ensures that decisions made are consistent with...Bachelor's Degree or equivalent * Minimum 5 years of direct sales experience required. * Minimum 5 years of… more
- City National Bank (Newport Beach, CA)
- …the branch. As a leader & coach, the Branch Manager will enable their direct reports to be successful in their respective roles, providing regular coaching and ... fee income growth from both new and existing portfolios, loan and line volume that includes but is not...Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.) * KEY CAPABILITIES… more
- Zions Bancorporation (San Diego, CA)
- …loans, and performing client services issues. + Resolve client concerns through direct personal action or by referring clients to an alternative bank department ... for making appropriate referrals for other bank products and services, including commercial lending products. + Follows up with clients as needed. + May be… more
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