- Citigroup (Riverside, CA)
- The Wealth Relationship Mgmt. ( Branch ) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client...strictly adhered to + Partner with all roles on branch team to ensure all clients have a positive… more
- City National Bank (Los Angeles, CA)
- *RELATIONSHIP MANAGER II* *Bunker Hill Branch * WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible ... in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" ( Safe Act) and must be registered/licensed with the "Nationwide … more
- Umpqua Bank (Rocklin, CA)
- …to current and prospective consumer and small business customers. May partner with branch Manager to do outbound business development meetings in the community. ... Breakthrough Client Service Standards. + Primary associate in the branch to open new deposit accounts and to originate...as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage , arrange… more
- Wells Fargo (South Lake Tahoe, CA)
- …for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing ... this role:** Wells Fargo is seeking a Relationship Banker ( SAFE ) for our National Branch Network as...and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial… more
- BMO Financial Group (San Francisco, CA)
- …as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the SAFE Act). This position will require a Federal ... the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired...registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct… more
- Citigroup (San Francisco, CA)
- …of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio ... other compliance norms + Partner with all roles on branch team to ensure all clients have a positive...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage … more
- Citigroup (Downey, CA)
- …of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio ... other compliance norms . Partner with all roles on branch team to ensure all clients have a positive...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage … more
- Bank of America (Chico, CA)
- …is responsible for working with high-net worth clients in a Merrill branch with annual revenues of $100k-$5mm. Key responsibilities include identifying needs, ... career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE... Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system… more
- Bank of America (Monterey, CA)
- …advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees ... engaged in residential loan mortgage originations must register with the federal registry system...and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and… more