- JPMorgan Chase (Irvine, CA)
- …presentations and knowing and verifying the identity of clients. + Manage the lending process by completing with loan application with clients, quoting rates, or ... degree + Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs. This role will report in the office on a hybrid… more
- Wells Fargo (Hawthorne, CA)
- …solutions and services + Identify client needs and goals for business, mortgage , retirement, and investment services, then partner closely with peers in Business ... Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet...customers + Knowledge and understanding of financial services consumer lending products + Ability to interact with integrity and… more
- JPMorgan Chase (San Francisco, CA)
- …and investment goals. + Partners with licensed bankers, financial advisors, mortgage bankers, and business relationship Managers to connect customers to experts ... adhering to policies, procedures, and regulatory banking requirements **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in … more
- Wells Fargo (Los Angeles, CA)
- …Fargo is seeking a Senior Wealth Management Banking Coordinator (SAFE) in Banking, Lending and Trust. Learn more areas and lines of business at wellsfargojobs.com ... routine and low complexity Affluent client relationship portfolio, in lending , credit and deposit products and services + Assist...As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations.… more
- JPMorgan Chase (Long Beach, CA)
- …work together + Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts ... conviction history, including pretrial diversions or program entries. **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in … more
- JPMorgan Chase (San Francisco, CA)
- …the Commercial Real Estate sector? If so, the Commercial Real Estate Commercial Term Lending team is the perfect place for you! This is a unique opportunity to ... Client Associate on our sales team. The Commercial Term Lending (CTL) Group is driven by a strong entrepreneurial...valuation, model various financial scenarios to select the best mortgage product for the client, and guide the loan… more
- Citigroup (San Francisco, CA)
- …such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. **Job Responsibilities:** + Build relationships with new clients ... (including, but not limited to Small Business Partners, Home Lending Officer, etc.) + Acquire new clients through converting...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage … more
- BMO Financial Group (Modesto, CA)
- …product experts and process all banking solutions, including checking, savings, and lending needs. As a **Licensed Senior Premier Relationship Manager** at BMO, you ... months of role start date). + Advanced understanding of deposit, loan (including mortgage ) and banking products and practices, cash flow analysis, lending … more
- Citigroup (San Francisco, CA)
- …and prioritization + Cultivate relationships with partners, including Small Business, Home Lending and Personal Wealth Management, enabling you to fulfill or provide ... with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small..._This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage … more
- Citigroup (Downey, CA)
- …such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. **Job Responsibilities:** . Build relationships with new clients ... (including, but not limited to Small Business Partners, Home Lending Officer, etc.) . Acquire new clients through converting...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage … more