• Disclosure Analyst

    NFM Lending (Encinitas, CA)
    …for preparing the initial Closing Disclosure (CD) on behalf of NFM Lending prior to consummation (closing). In addition, the Pre-Closing Analyst is responsible ... for ensuring all lending files meet federal, state, program, and NFM ...are, what weve experienced, and how we navigate the mortgage industry with focused intention. We work to attract,… more
    NFM Lending (04/08/25)
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  • Relationship Banker - North Central San Diego…

    JPMorgan Chase (Poway, CA)
    …work together + Works in partnership with Specialists (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
    JPMorgan Chase (06/11/25)
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  • Associate Relationship Banker - Railroad and Adams

    JPMorgan Chase (St. Helena, CA)
    …and investment goals. + Partners with licensed bankers, 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 (06/11/25)
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  • Commercial Real Estate Senior Client Associate

    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
    JPMorgan Chase (06/11/25)
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  • Senior Branch Premier Banker - Crown Valley…

    Wells Fargo (Laguna Niguel, 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
    Wells Fargo (06/12/25)
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  • Senior Premier Relationship Manager Licensed

    BMO Financial Group (Stockton, 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
    BMO Financial Group (06/12/25)
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  • Senior Wealth Advisor

    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
    Citigroup (05/25/25)
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  • Senior Wealth Advisor - International Personal…

    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
    Citigroup (05/21/25)
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  • Personal Banker SAFE Act- One California Branch-…

    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 (05/01/25)
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  • MIM - Analyst - Debt Production

    MetLife (San Francisco, CA)
    …maintaining relationships with key industry contacts and referral sources. The mortgage portfolio and equity portfolio units are organized according to specialty, ... and they actively manage MetLife's portfolio of mortgage loans and equity investments in agricultural, office, apartment, retail, industrial, and hotel properties.… more
    MetLife (05/30/25)
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