- Citigroup (Downey, CA)
- …Group 1 Insurance License . This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and ... of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio… more
- Financial Partners Credit Union (Costa Mesa, CA)
- …the business. Make referrals to CUSO for financial planning, investments, insurance and mortgage loan products. Take advantage of all opportunities to complete ... rate for all products Process check orders, wire requests, loan payments, stop payments, VODs, etc. Attend training offered...and Development for your position or approved by your Manager as required. Provide solutions to member financial needs… more
- JPMorgan Chase (El Segundo, CA)
- …Client Manager on pipeline status and updating borrowers on the status of their loan . + Assist the Client Manager in building customer and real estate broker ... locking interest rates at the request of the Client Manager . + Develop a working knowledge of treasury services...and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation… more
- KeyBank (San Francisco, CA)
- …closely with critical enterprise stakeholders including Loan Servicing, Commerical Mortgage , Compliance, and Finance. The Underwriting Manager must have ... development opportunities. + Support and influence the deal team (Relationship Manager , Underwriter, Asset Manager , Closing Officer, Syndication) to solve… more
- Banc of California (Camarillo, CA)
- …and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California ... of banking services and implementation processes. + Assists with loan portfolio, maintenance, including: tickler system management; past-due collections; financial… more
- Wells Fargo (Capitola, CA)
- …to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial advisors to understand ... As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations....Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in… more
- Wells Fargo (San Clemente, CA)
- …partners, and stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers with annual gross sales ... As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations....Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in… more
- Wells Fargo (Ontario, CA)
- …to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs * Partner with financial advisors to understand ... As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations....Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in… more
- Wells Fargo (Seal Beach, CA)
- …to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial advisors to understand ... As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations....Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in… more
- Bank of America (San Francisco, CA)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... changes. + Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. We're a culture that + Believes in… more