- Wells Fargo (Weston, FL)
- …in addition to regular portfolio reviews to manage risk and lead problem loan resolutions, where applicable + Strategically lead all levels across the enterprise and ... strategy **Required Qualifications:** + 8+ years of secured or specialized lending for relationship management or portfolio management or leadership experience, or… more
- Charles Schwab (Orlando, FL)
- …management, retirement planning, education planning, active trading, banking, insurance, and lending needs. + Manage a practice of primarily Ultra-HNW clients; ... promoter scores + Partner with wealth specialists to offer solutions including banking, lending and trust + Take an in-depth consultative approach to analyze, assess… more
- JPMorgan Chase (Fort Myers, FL)
- …client experience, and risk management; provide expertise to team on loan structuring, pricing, and developing customized solutions; help team identify solutions ... relationships with partners across lines of business - Chase Wealth Management, Home Lending , Branch Teams, Commercial Bank, and Private Bank - to foster a One… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …as assigned **Knowledge, Skills, and Abilities** **Knowledge of** + Mortgage lending products, processes, and regulatory requirements (eg RESPA, TILA, TRID, HMDA) ... and operational issues with professionalism and efficiency + Using loan origination platforms and productivity tools + Conducting effective...minimum of ten (10) years of experience in mortgage lending with a minimum of five (5) years of… more
- Citigroup (Jacksonville, FL)
- …making investment/banking referrals, as well as managing and fulfilling banking and lending needs. This role involves handling equal distribution of both inbound and ... but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.) + Manage client follow-up and adhere… more
- PNC (Jacksonville, FL)
- …participate in STEM OPT for this position** The role will work within Home Lending Originations with Agile crews that solve for business problems related to First ... as well as responsible for design and configuration changes within the Empower Loan Origination System (LOS). Participate in crew ceremonies, such as daily stand… more
- Republic Finance, LLC (Pensacola, FL)
- …including: the Republic Way sales and customer service approach, compliance training, loan closing, leadership training as well as one or more branch operations ... start post graduation! Republic Finance is a leading consumer lending company serving 250+ communities across the US. We...of the Assistant Branch Manager Program to learn the loan process and all necessary regulatory training. + Assist… more
- OneMain Financial (Naples, FL)
- …impact in the community. You will lead by example, empowering their team to offer loan products that meet our customers' needs. Your success will be based on your ... all options are presented to for review in the lending process + Manage collection activities including consulting with...+ Manage collection activities including consulting with customers on loan payments for past due accounts + Attract and… more
- PennyMac (Tampa, FL)
- …loans within an assigned client segment and is the external contact for all loan level and strategic fulfillment issues. As the Pipeline Accounts Manager , you will ... focus on feedback to both internal and external customers on loan quality and operational efficiency as well as client consulting and advocacy. The Pipeline Accounts… more
- PennyMac (Tampa, FL)
- …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 discussion with a loan officer. The individual is a key contributor to facilitating efficient and… more