- Amalgamated Bank (San Francisco, CA)
- …to OFAC, LexisNexis and various AML systems 14.Start all Commercial Real Estate loan packages by processing initial deposit, assigning mortgage number, creating ... such as scheduling, meeting management, and record keeping 23.Support the retail branch by performing both teller and customer service functions according to needs… more
- City National Bank (Los Angeles, CA)
- …engages in the sales process of the strategy to ensure attainment of branch and individual goals and objectives. Responsible for finding, identifying and developing ... good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must...leadership in conjunction with the Personal & Business Integration Manager in achieving sales and operational goals and objectives… more