- Bank of America (San Francisco, CA)
- …to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific ... Wealth Planner and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior… more
- Bank of America (Beverly Hills, CA)
- …Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Beverly-Hills/Private-Client-Advisor-II\_25020985) **Job Description:** At Bank of America, we are ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system… more
- JPMorgan Chase (Los Angeles, CA)
- …risk experience, ideally in the financial services industry + In-depth knowledge of bank loan, deposit, mortgage and credit products + Ability to understand ... first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are...the underwriting of the client. **Required Qualifications, Capabilities, and Skills ** + Bachelor degree + Series 7 & 66… more
- City National Bank (Los Angeles, CA)
- …for the assessment, development, implementation, and training for the US Mortgage Banking Operations areas. This person will provide instructional design, coordinate ... methodologies. * Collaborate with other stake holders such as Product Managers, Sales & Operations Trainers and other change originators to deliver programs and… more
- City National Bank (Los Angeles, CA)
- …Previous experience with reporting tools preferred * Previous experience with Mortgage , Consumer, or Commercial sales origination platforms/systems preferred ... other related Business Intelligence tools * Excellent verbal and written communication skills * Demonstrated ability to manage multiple projects and priorities and… more
- Anywhere Real Estate (San Jose, CA)
- We are looking for a driven, motivated, and organized entry-level ** Sales Development Representative (SDR) - Strategic Partnerships** to support the growth of ... You Bring** : + 1-3 years of experience in sales development, business development, partnerships, or a client-facing role...platforms. Experience with HubSpot a plus. + Strong communication skills (written and verbal) with the ability to engage… more
- Anywhere Real Estate (Saratoga, CA)
- …great?** We're looking for a **Regional Support Specialist (RSS)** to join our Coldwell Banker team. This role is the heartbeat of our offices. You'll support our ... closely connected with our regional support team, our Coldwell Banker Agents and Brokerage Leadership. No two days are...looking for a role where you can grow your skills , make a real impact, and be part of… more
- Citigroup (Chula Vista, CA)
- …Mortgage Lending Officer** is an **experienced position** responsible for driving mortgage sales and client relationships through engagement with community ... key referral relationships (Realtors, CPA's, Builders, etc). to drive mortgage business into the bank . + Appropriately... Mortgage experience required + 3+ years previous mortgage sales experience required + Established relationships… more
- Anywhere Real Estate (Riverside, CA)
- …Cultivate and maintain strong relationships with Referral Network members and Coldwell Banker branch offices to drive engagement, loyalty, and long-term value. + ... Bachelor's degree preferred. + 2-5 years of experience in real estate, recruiting, sales , or business development. + Proven track record of achieving growth or… more
- Anywhere Real Estate (San Francisco, CA)
- …the home buying and selling journey while leading the industry into the future. Coldwell Banker Realty has an exciting opportunity for you to be a part of it! We ... ensuring quality work from team members. + Excellent verbal and written communication skills . + A people first approach. Ability to coach team on providing… more