- Citigroup (San Francisco, CA)
- …of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio ... Consultants and Home Lending Officers. **Job Responsibilities:** . Build relationships with new...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage … more
- Bank of America (Newport Beach, CA)
- …estate property types across the US and Canada. RESF also focuses on commercial mortgage balance sheet lending , commercial real estate backed CLOs and securities ... institutions on asset and platform acquisitions and dispositions; and opportunistic lending situations. RESF focuses on the origination, structuring and distribution… more
- LTD Global (Livermore, CA)
- …a full range of financial products including personal and business banking, mortgage lending , and wealth management. It distinguishes itself through ... in coordination with legal counsel and the Special Assets Manager . + Advise lending staff on early intervention strategies for deteriorating credits not… more
- Wells Fargo (Foothill Ranch, CA)
- …to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial advisors to understand ... secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is… more
- Carrington (Anaheim, CA)
- …experience. + Two to four years loan setup experience **Our Company:** Carrington Mortgage Services-Wholesale Lending is part of The Carrington Companies. We ... to assure accuracy. + Submits file to Wholesale Account Manager for processing. + Assists departmental support staff when...provide third-party originators, mortgage brokers and financial institutions with access to government… more
- BMO Financial Group (Covina, CA)
- …referrals for personal and commercial banking products (eg personal banking, lending , and investments). + Implements a relationship management plan in collaboration ... with the lead relationship manager . + Determines client needs and provides solutions though...advice. + In-depth understanding of deposit and loan (including mortgage ) products and banking services. + Technical proficiency gained… more
- Financial Partners Credit Union (Downey, CA)
- …profitability, including vendor oversight and reporting. + Prepares pricing models for consumer, mortgage , and business lending for ALCO review and approval. + ... goals. ESSENTIAL RESPONSIBILITIES: + Supports numerous databases including Profitstar, Budget Manager , Tableau, and Visible Equity. + Prepares weekly ALCO reports… more
- LTD Global (Livermore, CA)
- …a full range of financial products including personal and business banking, mortgage lending , and wealth management. It distinguishes itself through ... used Network Monitoring Technology + SolarWinds Orion + Network Performance Manager (NPM) - Monitoring and alerting/reporting + Network Configuration Manager… more
- Banc of California (Murrieta, CA)
- …schedules, providing necessary training & guidance. At times may act as Team Manager during his/her absence. + Assists with escalated issues from Community Banking, ... position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home… more
- Bank of America (San Mateo, CA)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in ... maintaining a thorough knowledge of wealth management and Enterprise lending + Executes on the team service model, including...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more