- BMO Financial Group (San Francisco, CA)
- …processes for adherence to national standards. + Provides technical training and support to branch employees to maintain operational and sales effectiveness ... Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the SAFE Act). This position will...with BMO partners to grow the business and maximize branch revenues, sales, and customer satisfaction, and minimize operating… more
- Anywhere Real Estate (Sacramento, CA)
- …including mortgage , title, home warranty, insurance and relocation to support region's annual targets. Motivates sales associates to appreciate, support ... driving force behind the success of up to 6-7 branch managers in the Sacramento/Tahoe region! As a member...relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures.… more
- BMO Financial Group (Modesto, CA)
- …an assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to identify new opportunities and ... focuses on providing you with all the tools and support necessary for your success. + Work with your...an assigned portfolio of mass affluent clients across multiple branch locations. + Acts as the primary client contact… more
- City National Bank (Westlake Village, CA)
- *RELATIONSHIP MANAGER BUSINESS BANKING II* *Oxnard Branch or Westlake Village Branch * WHAT IS THE OPPORTUNITY? Develops and manages relationships with business ... to be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and be registered/licensed with the "Nationwide… more
- City National Bank (Irvine, CA)
- *RELATIONSHIP MANAGER BUSINESS BANKING SR* *Irvine Branch * WHAT IS THE OPPORTUNITY? Develops and manages relationships with business banking clients in the assigned ... to be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and be registered/licensed with the "Nationwide… more
- Citigroup (Loma Linda, CA)
- The Wealth Relationship Mgmt. ( Branch ) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a...are strictly adhered. + Partner with all roles on branch team to ensure all clients have a positive… more
- 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 development ... and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a...strictly adhered to + Partner with all roles on branch team to ensure all clients have a positive… more
- 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 ... office located in Newport Beach, CA.** **_Key Responsibilities:_** + Provide day-to-day support to the Branch Manager while effectively representing the team… more
- Wells Fargo (Fullerton, CA)
- …means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in ... is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small &...As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations.… 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 ... Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the SAFE Act). This position will...as a key member of a collaborative and versatile branch and market team. + Probes to understand customer… more