- Navy Federal Credit Union (Long Beach, CA)
- …related to member accounts/loans + Assist members with submitting consumer/mortgage/equity loan , overdraft protection and credit card applications + Counsel current ... negotiable instruments are handled properly + Identify opportunities to cross service products and increase product penetration + Perform platform banking functions… more
- Financial Partners Credit Union (Orange, CA)
- …individual with a proven track record of success to join our team as a Member Service Officer at our Orange Branch. The Member Service Officer will greet members ... IRA's following credit union policies and procedures. + Identify and refer loan opportunities to PBO, Branch Manager or MLC. + Proactively identify opportunities… more
- Wells Fargo (Fresno, CA)
- …high quality loans which are compliant and provide excellent customer service + Build relationships with realtors, builders, financial professionals, bank stores, ... and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs + Review and analyze low to… more
- SF Fire Credit Union (San Francisco, CA)
- …innovation of products and services, competitive rates, and excellent member service . These qualities foster a true sense of member-ownership and strengthen ... also value real work/life balance. Is This the Career for You? Financial Service Consultants are accountable for handling all in-person requests from our members… more
- Financial Partners Credit Union (Costa Mesa, CA)
- …Ask for the business Move routine calls to eQuest and other self- service channels Process secured and unsecured loan applications Effectively, accurately ... all contact channels (phone, e-mail, chat, etc.). Provide excellent service to all members of the credit union by...rate for all products Process check orders, wire requests, loan payments, stop payments, VODs, etc. Attend training offered… more
- Banc of California (Escondido, CA)
- …and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full- service branches throughout ... of flood and /or insurance. Work in conjunction with Relationship Managers, Loan Servicing/Bording, Loan Administration and Loan Documentation. Performs… more
- Capital One (Newport Beach, CA)
- …timely feedback to clients & internal stakeholders + Knowledge of Agency loan programs and relevant agency underwriting experience + Executing brokered transactions ... + Input historical operating statements and rent rolls into Loan Calc Models + Size and structure loans based...for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp.… more
- Umpqua Bank (Walnut Creek, CA)
- …collaborations with the Lending Unit and Credit Administrators on loan structuring, underwriting, documentation, and closing of prospect/existing borrower accounts. ... lending units in prospect pre-screening, existing credit renewal, client visits, loan structuring, documentation review, pre-funding requirements, and loan … more
- Umpqua Bank (Roseville, CA)
- …second, primarytouch-pointbetween Bank and Client. Responsible for identifying additional loan , deposit, and core fee income opportunities (products; services; ... satisfy client needs and establish/deepen complete relationships. Makes recommendations on loan structure& terms and refers these issues to the next appropriate… more
- Bank of America (San Francisco, CA)
- …identifying relationship deepening opportunities with clients, and facilitating the loan process from application to close. Job expectations include providing ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain… more