- Main Street Bank (Marlborough, MA)
- …loans and pipeline reports to senior management, actively participating in discussions with Loan Origination staff, Loan Committee, and other stakeholders. + ... reporting and compliance with CFPB standards. + Maintain working knowledge of loan origination and processing systems, supporting the development and refinement… more
- Bangor Savings Bank (Andover, MA)
- …under the directives and goals set forth by the Regional Mortgage Development Manager , each MLO is responsible for the production of mortgage originations within ... ACCOUNTABILITIES: New Residential Mortgage Originations: + Meets assigned mortgage origination sales quotas. + Develops, maintains and leverages referral source… more
- PNC (Rehoboth, MA)
- …**Competencies** Customer Experience Management., Effective Communications, Financial Analysis, Loan Origination , Matrix Management, Mortgage Products., Sales ... and have an opportunity to contribute to the company's success. As a Mortgage Loan Officer within PNC's Mortgage organization, we have opportunities in SE PA, S… more
- TD Bank (Worcester, MA)
- …sources, third parties, and internal partners for utilization in key tasks within the loan origination and portfolio management systems. During each phase of an ... assist with analysis memos + Input necessary information into loan origination system to generate loan...have regular career, development, and performance conversations with your manager , as well as access to an online learning… more
- Berkshire Bank (Westborough, MA)
- …to meet financial center goals and objectives.20% + Serves as part of Loan Origination Process:answers client inquiries, collects information, processes loan ... Department: Various Branch Network Reports to: FVP , Regional Financial Center Manager Status: Exempt/Officer Grade: 9 Salary Range: $52,000 - $103,330 Actual… more
- Robert Half Finance & Accounting (Needham, MA)
- …$100MM. Responsibilities: * Build and nurture relationships with middle-market clients, handling loan requests from origination to funding. * Perform detailed ... Description We are looking for an experienced Relationship Manager specializing in Structured Finance to join our...to $10MM. * Prepare comprehensive credit approval reports and loan reviews for internal decision-making processes. * Represent the… more
- Robert Half Finance & Accounting (Needham, MA)
- …$10MM. Responsibilities: * Build and nurture relationships with middle-market clients, handling loan requests from origination to funding. * Perform detailed ... Description We are looking for an experienced Relationship Manager specializing in Small Business to join our...to $10MM. * Prepare comprehensive credit approval reports and loan reviews for internal decision-making processes. * Represent the… more
- Citizens (Boston, MA)
- …to detail and exceptional communication skills + Thorough understanding of the loan origination process, assisting the client through preapproval stage, ... delivering white glove experience to clients. The Private Bank Client Relations Manager assists with relationship management for a portfolio of business and consumer… more
- Citizens (Boston, MA)
- …+ The senior lending specialist will have more access and authority in the loan origination system than more junior Lending Specialists. Hours & Work Schedule ... long-term client loyalty. The Sr Private Bank Lending Specialist supports the Relationship Manager with their loan portfolio with extraordinary care and service.… more
- Deloitte (Boston, MA)
- …needs of large portfolios of fixed income investments. Work You'll Do As a Manager in this group, you will manage relationships, ensure timely reporting of milestone ... data providers, and credit agreements to research asset level debt origination terms for corporate bond portfolios, mortgage-backed security portfolios, and mortgage… more
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