- PennyMac (Tampa, FL)
- …programs, and services as well as all fulfillment issues, status questions, and loan level problem solving. The Pipeline Accounts Manager will : + Conduct daily ... providing reporting highlighting items requiring action, work with clients to solve open loan level items and document system of record with actions taken + Manage… more
- Comerica (FL)
- …and develop customer relationships, new business, and periodic review of existing loan arrangements. Negotiate proper loan structures, selling the Bank's credit ... university + Completion of a Commercial Credit Training Program + 3 years commercial lending experience + 2 years managing a portfolio of clients + 2 years financial… more
- Truist (Miami, FL)
- …imposed by the Loan Originator Compensation rule of the Truth in Lending Act 6. Proven success in the acquisition of new personal client relationships. 7. ... 2 is responsible for origination and on-going management of a profitable loan , deposit, fee income, and non-interest income portfolio from attorneys and small… more
- First Horizon Bank (Fort Lauderdale, FL)
- …and risk management. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Responsible for loan and deposit growth through client portfolio, centers of influence and ... appropriate opportunities to sell the bank's products. + Determines best loan structure for prospects/customers' financial needs, and present solutions to sell… more
- Regions Bank (Jacksonville, FL)
- …to include more complex, affluent solutions, wealth opportunities, investments, lending , debt consolidation, and in-depth saving conversations. Regions' mission is ... customers on Regions' Consumer and Business products and services, including all loan and deposit types, annuities, and life insurance + Educates customers on… more
- TD Bank (Jacksonville, FL)
- …pricing, OTS pipeline risk management, mortgage hedging strategies, whole loan trading program, trade operations &delivery, investor relationship and strategic ... for creating and enhancing products that offer a range of home lending solutions for customers that are purchasing, building or refinancing. TD's mortgage… more
- Bank of America (Orlando, FL)
- …as needed **Required Qualifications:** + 5+ years experience in commercial lending , business development, commercial credit and portfolio management in business ... + Account Management + Financial Analysis + Leadership Development + Loan Structuring + Referral Identification + Credit Documentation Requirements + Pipeline… more
- Charles Schwab (Orlando, FL)
- …clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning + ... Management. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain… more
- Citigroup (Boca Raton, FL)
- …to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) ... role. + This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and… more
- Navy Federal Credit Union (Kissimmee, FL)
- …as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking ... related to member accounts/loans + Assist members with submitting consumer/mortgage/equity loan , overdraft protection and credit card applications + Counsel current… more