• Merrill Financial Solutions Advisor (Partially…

    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 ... specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA._ **Responsibilities:** + Learns how to...communities around the world by connecting them to the lending , investing and giving they need to remain vibrant… more
    Bank of America (04/12/25)
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  • Merrill Financial Solutions Advisor - San Diego…

    Bank of America (Carlsbad, CA)
    …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA. **Responsibilities:** + Provides tailored and personalized advice… more
    Bank of America (04/01/25)
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  • VP, Financial Consultant

    Charles Schwab (Mission Viejo, CA)
    …Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry ... clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning +… more
    Charles Schwab (06/01/25)
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  • Member Service Representative (Part-Time) - North

    Navy Federal Credit Union (Temecula, CA)
    …discrepancies related to member accounts/loans + Assist members with submitting consumer/ mortgage /equity loan , overdraft protection and credit card applications ... as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking… more
    Navy Federal Credit Union (05/31/25)
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  • Financial Advisor

    BMO Financial Group (Covina, CA)
    …products and providing fee-based advice. + In-depth understanding of deposit and loan (including mortgage ) products and banking services. + Technical proficiency ... referrals for personal and commercial banking products (eg personal banking, lending , and investments). + Implements a relationship management plan in collaboration… more
    BMO Financial Group (05/17/25)
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  • Client Services Specialist

    Banc of California (Santa Ana, CA)
    …and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California ... 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
    Banc of California (05/15/25)
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  • Wealth Management Specialist - NPD (FP)

    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 ... relationships by maintaining a thorough knowledge of wealth management and Enterprise lending + Executes on the team service model, including engaging with… more
    Bank of America (05/07/25)
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  • FP&A Manager

    Banc of California (Santa Ana, CA)
    …and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California ... 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
    Banc of California (05/03/25)
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  • AVP, Product Manager, Deposit Products

    Banc of California (Santa Ana, CA)
    …and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California ... 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
    Banc of California (04/12/25)
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  • VP, Finance Manager

    Banc of California (Santa Ana, CA)
    …and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California ... 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
    Banc of California (03/04/25)
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