- Anywhere Real Estate (Newport Beach, CA)
- We're seeking a proactive **Office Administrator** to support the Branch Manager at Coldwell Banker's Newport Beach, CA office. This full-time, onsite role at our ... The Office Administrator will play a critical role and oversee daily branch operations, managing a wide range of administrative, logistical, and independent project… more
- BMO Financial Group (San Francisco, CA)
- …that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve ... by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the SAFE Act). This position will require a Federal registration… more
- Citigroup (San Francisco, CA)
- …strict adherence to KYC/AML and other compliance norms + Partner with all roles on branch team to ensure all clients have a positive in- branch experience + ... Outlook, and Word) and experience in financial planning software preferred + Basic understanding of investment and financial planning...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage … more
- Citigroup (Downey, CA)
- …strict adherence to KYC/AML and other compliance norms . Partner with all roles on branch team to ensure all clients have a positive in- branch experience . ... Outlook, and Word) and experience in financial planning software preferred . Basic understanding of investment and financial planning...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage … 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 for ... good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must...in a highly proficient, polished manner fitting expectations of Preferred clients such as corporate executives. WHAT DO YOU… more
- JPMorgan Chase (San Jose, CA)
- …the dream of homeownership. **Job responsibilities** + Coaches and mentors the branch team by providing training on products and services. + Works together ... Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal… more
- US Bank (Costa Mesa, CA)
- …greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new ... our clients with operational excellence and accuracy. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the SAFE Act… more
- US Bank (Inglewood, CA)
- …both reactively and proactively - Experience in the financial services industry preferred This position requires National Mortgage Licensing System (NMLS) ... greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new… more
- PNC (Stockton, CA)
- …and required certifications/licensures needed to be successful in this position. ** Preferred Skills** Accountability, Banking, Branch Banking, Client Loyalty, ... Retail organization, you will be based in Stockton, CA. Bilingual Spanish preferred . **Job Description** + Delivers a unique customer experience aimed at improving… more
- PNC (San Diego, CA)
- …and services to consumer and small business customers serviced through our branch network, solution centers, ATMs, call centers, online banking and mobile channels. ... was launched designed to grow customers with digitally led banking and an ultra-thin branch network in markets outside of our existing retail branch network.… more