- PennyMac (Tampa, FL)
- …(NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of ... US mortgage loans and the management of investments related to...+ Functional understanding of applicable Federal, state and local lending regulations + Basic software proficiency including Microsoft Office… more
- JPMorgan Chase (Palm Beach, FL)
- …passionate about building and maintaining high-net-worth client relationships across banking, lending , and investments? This is a unique opportunity to manage and ... for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at… more
- JPMorgan Chase (Jacksonville, FL)
- …Join our fun, high-energy team as a Closing Specialist III in Chase Home Lending and put your exceptional knowledge and understanding of home lending products ... throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in...and no performance management + Excellent working knowledge of mortgage originations, specifically mortgage ops + Strong… more
- JPMorgan Chase (Jacksonville, FL)
- …services for their needs + Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts ... within 180 days of starting the role + Compliance with Dodd Frank/Truth in Lending Act* + High school degree, GED, or foreign equivalent + Adherence to policies,… more
- JPMorgan Chase (Jacksonville, FL)
- …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
- FirstBank PR (Miami, FL)
- …to achieve desired revenue and service hurdles. + Provide Treasury and Lending specialists with qualified referrals for cross-sell. + Conduct sales initiatives ... changes. + Promote and answer questions regarding the various lending products the bank offers. + Resolve customer problems...all requirements related to the Secure and Fair Enforcement Mortgage Licensing Act of 2008 (SAFE Act) and its… more
- Wells Fargo (Bradenton, FL)
- …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
- Truist (Orlando, FL)
- …delivery of a broad range of retail solutions including banking, mortgage , planning, investments, and insurance services. Leverage the Truist referral network ... designated to support client service and development efforts (eg banking, mortgage , planning, investments, and insurance services). Ensure an integrated and seamless… more
- Citigroup (Jacksonville, FL)
- …making investment/banking referrals, as well as managing and fulfilling banking and lending needs. This role involves handling equal distribution of both inbound and ... limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.) + Manage client...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage … more
- Citigroup (Palm Springs, FL)
- …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