- Citigroup (Palm Springs, FL)
- …retaining relationships, growing their book of business and ensuring a world-class customer experience for all current and prospective clients. The overall objective ... services. This role is responsible for the execution of sales and service activities in coordination with key internal partners. **Responsibilities:** + Grow your… more
- Citigroup (Jacksonville, FL)
- …open client issues and monitor progress + Proactively source, acquire and expand customer relationships by maximizing sales and service opportunities. + Make ... which includes account opening and asset gathering, providing exceptional service , making investment/banking referrals, as well as managing and fulfilling… more
- JPMorgan Chase (Jacksonville, FL)
- …to manage multiple tasks and meet deadlines. + Proven ability to provide superior customer service and consultative selling. + Ability to adhere to an in-office ... Responsibilities** + Convert warm inbound and outbound leads into mortgage loan applications. + Utilize our CRM tool to...applications. + Utilize our CRM tool to log all customer contacts and schedule follow-ups. + Employ consultative selling… more
- Wells Fargo (Miami Beach, FL)
- …outlined in the job expectations below **Required Qualifications:** + 2+ years of customer service experience, or equivalent demonstrated through one or a ... As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations....for immediate FINRA registration + State Insurance license(s) + Customer service focus with experience handling transactions… more
- VentureTech Solutions (Plantation, FL)
- …before starting work (Required) Experience: + Inside sales: 1 year (Preferred) + Customer service : 1 year (Preferred) Language: + Bilingual (Preferred) Work ... An added plus for an inside salesperson would be to have financial service experience. We provide an in-house training program!! Job Type: Full-time Inside Sales… more
- BMO Financial Group (Sarasota, FL)
- …media, tablets, Smart phones, online tools, and applications. + Experience in a consultative customer service or sales role, with a drive to deliver a personal ... service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial...Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the SAFE Act). This position will… more
- Citigroup (Boca Raton, FL)
- …opportunities to grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer ... This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage ...a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a… more
- Citigroup (Plantation, FL)
- …opportunities to grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer ... This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage ...a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a… more
- PennyMac (Tampa, FL)
- …key contributor to facilitate efficient and effective processes that support business and customer service objectives. The Home Loan Specialist will : + Perform ... Home Loan Specialist II is a skilled role supporting various Channels within the Mortgage Fulfillment Division (MFD). As the Home Loan Specialist, you will act as a… more
- JPMorgan Chase (Jacksonville, FL)
- … ops + Strong Trouble-shooting and problem-solving skills + Excellent Communication skills/ Customer Service + Ability to collaborate well with internal and ... School diploma or equivalent is required + Minimum 4 years experience in mortgage loan processing/closing Chase is a leading financial services firm, helping nearly… more