- PNC (Walnut Creek, CA)
- …clients by maintaining highly effective relationships with service partners throughout the Bank . CSSs assists the deal team with providing superior client servicing, ... documentation, initiating funding and booking of loans, research regarding bank products, providing various reports to the deal team...any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the… more
- Truist (Los Angeles, CA)
- …plans for presentations to institutional clients, center of influences (COIs), and bank partners. 3. Develop relationships with appropriate COIs that can refer CTES ... and schedule calling activities for COIs, current clients, prospects, bank partners to produce sales of CTES solutions. 5....at Truist include the Secure and Fair Enforcement for Mortgage Licensing (SAFE) Act, Regulation Z of the Truth… more
- Citigroup (Encinitas, CA)
- …sales, relationship, and credit strategies that are aligned with the Retail Bank 's priorities, execute business plan to achieve expected goals in all business ... experience preferred + Registered or willing to register as mortgage loan originator with Nationwide Mortgage Licensing...register as mortgage loan originator with Nationwide Mortgage Licensing + Obtain or willing to obtain unique… more
- PNC (San Francisco, CA)
- …contribute to the company's success. As a Relationship Strategist II within PNC's Private Bank organization, you will be based in San Francisco Bay area in CA. This ... execute strategies for proactively sourcing new relationships for the bank . Serves as point of communication and contact with...any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the… more
- SitusAMC (Los Angeles, CA)
- …originate CRE conduit loans in accordance with market standards and the bank 's origination guidelines and risk parameters Develop and maintain strong productive ... achieve optimal terms for both the client and the bank Provide independent, succinct and objective in-depth analysis of...Strong network of contacts in the CRE industry including mortgage brokers and key decision makers at potential borrowers… more
- PNC (San Francisco, CA)
- …in pitch materials and analysis, and understanding the capital markets' and our bank competitors' approach to and views on the industry. This position can be ... and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range...any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the… more
- JPMorgan Chase (Los Angeles, CA)
- …the opportunity to take initiative, act entrepreneurially, and contribute to the Bank 's growth in a team environment. **Job responsibilities** + Develop new and ... Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act… more
- PNC (CA)
- …and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and ... (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority… more
- Insight Global (Moorpark, CA)
- …Encompass Experience Knowledgeable/up to speed on the guidelines 2 years of mortgage processing experience Ability to review income documents, and analyze bank ... statements, W2s, and paystubs Proficient with Google Office Suite more
- Robert Half Finance & Accounting (San Francisco, CA)
- …the general ledger, verifying calculations and reconciling discrepancies. * Conduct bank reconciliations, process wire transfers, and monitor mortgage payments ... and distributions. * Review budgets, expenses, payroll, and invoices, resolving inconsistencies and maintaining financial control. * Evaluate financial trends and recommend budget adjustments to optimize resource allocation. * Support property transactions,… more