• Wealth Management Lending Officer

    Bank of America (Palm Beach, FL)
    Wealth Management Lending Officer Palm Beach, Florida **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... relationships that serve as a recurring source of referrals for new mortgage lending opportunities from Bank of America Merrill Financial Advisors. Key… more
    Bank of America (05/26/25)
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  • Business Relationship Officer - Waterford

    FirstBank PR (Miami, FL)
    …issues. Coordinate the loan processing of commercial loans and real estate mortgage loan applications under the loan officer 's responsibility. Maintain and ... counsel existing and prospective customers, on commercial loans and commercial mortgage loans, explain and discuss available options and programs, obtaining… more
    FirstBank PR (04/25/25)
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  • Business Risk and Control Officer - C13

    Citigroup (Jacksonville, FL)
    The Business Risk and Control Officer is a senior-level position responsible for leading execution efforts for Audit and Reviews in adherence to USPB AML KYC ... ensure readiness efforts across 1st line USPB functions and Compliance for KYC (Know Your Client) program at Citi....AML KYC for Brands, Retail Services, Retail Bank, and Mortgage . + Serve as single point of contact and… more
    Citigroup (04/08/25)
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  • Fiduciary Advisor III (Trust Advisor/Trust…

    PNC (Vero Beach, FL)
    …guardian or agent. Administers more complex fiduciary accounts and ensures compliance with all legal and fiduciary regulations, policies and procedures. Possesses ... procedure. + Handles risk management and the resolution of legal and compliance -related issues for assigned accounts. Communicates with clients, solves problems and… more
    PNC (04/11/25)
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  • Treasury Management Sales Officer Senior

    First Horizon Bank (Orlando, FL)
    …for the market; communicating new or enhanced product capabilities, legal/regulatory/ compliance matters, sharing sales success, and competitive or client ... wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the… more
    First Horizon Bank (03/20/25)
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  • Loan Processor, Wholesale, Submission

    Carrington (Jacksonville, FL)
    …(ie, loan applications, credit documents, appraisals, etc.) to process and complete mortgage loan files. Perform all duties in accordance with the company's policies ... (ie, loan applications, credit documents, appraisals, etc.) to process and complete mortgage loan files. + Organizes and inputs loan information received into the… more
    Carrington (05/09/25)
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  • Loan Processor, II, Retail

    Carrington (Jacksonville, FL)
    …processand complete mortgage loan files. + Ensures the quality and compliance of work with Company policies, procedures, and investorguidelines. + Ensures that ... Manager as required toresolve outstanding issues + Communicates with escrow officer /settlement agent, title officer as required to resolved outstandingissues.… more
    Carrington (05/16/25)
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  • Wealth Solutions Advisor

    Citigroup (Jacksonville, FL)
    …but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer , Digital Wealth Solutions, etc.) + Manage client follow-up and adhere to all ... Regulatory and Compliance operating procedures...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage more
    Citigroup (05/09/25)
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  • Senior Wealth Advisor SAFE Act - Boca & Coral…

    Citigroup (Boca Raton, FL)
    …but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer , etc.) + Acquire new clients through converting referral leads. + Manage ... client follow-up and adhere to all Regulatory and Compliance operating procedures + Ensure that KYC/AML and other...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage more
    Citigroup (04/23/25)
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  • Branch Manager Greater Tampa Bay

    Wells Fargo (Clearwater, FL)
    …taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related ... banking + Knowledge and understanding of banking industry laws and regulations, compliance controls, risk management and loss prevention + Ability to interact with… more
    Wells Fargo (06/06/25)
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