• Wealth Relationship Manager- Safe ACT

    Citigroup (Plantation, FL)
    …if not already held. + This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and ... to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)… more
    Citigroup (04/25/25)
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  • Senior Wealth Advisor SAFE Act - Boca & Coral…

    Citigroup (Boca Raton, FL)
    …+ Group 1 insurance + This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and ... (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.) + Acquire new clients through converting referral leads. +… more
    Citigroup (04/23/25)
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  • Relationship Banker - Verandah Branch

    Wells Fargo (Fort Myers, FL)
    …secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is ... Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in...customers + Knowledge and understanding of financial services consumer lending products + Ability to educate and connect customer… more
    Wells Fargo (05/29/25)
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  • Senior Wealth Management Banking Coordinator…

    Wells Fargo (Miami, FL)
    …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 ... As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations....Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in… more
    Wells Fargo (05/16/25)
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  • Senior Commercial Relationship Manager

    First Horizon Bank (Orlando, FL)
    …to analyze the credit strengths and weaknesses of prospective borrowers and make loan decision recommendations, make recommendations on loan pricing which are ... these needs + Maintain a thorough knowledge of bank's lending policies and regulatory requirements + Provide mentoring and...Finalize any required conditions precedent as needed to ensure Loan Closing has all items needed + Responsible for… more
    First Horizon Bank (05/30/25)
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  • Commercial Relationship Manager III

    First Horizon Bank (North Palm Beach, FL)
    …to analyze the credit strengths and weaknesses of prospective borrowers and make loan decision recommendations, make recommendations on loan pricing which are ... these needs + Maintain a thorough knowledge of bank's lending policies and regulatory requirements + Maintain proper house-holding...Finalize any required conditions precedent as needed to ensure Loan Closing has all items needed + Responsible for… more
    First Horizon Bank (04/24/25)
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  • Senior Manager, Business Controls - Corporate…

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …existing processes and procedures (eg Sales Practices, Reg W, Reg U, Fair Lending , Reg B, mortgage regulations, etc.). + Leads through compliance updates/changes ... testing of compliance related policy and procedures. + Responsible for any loan origination system related testing impacting Corporate Banking with a compliance… more
    Raymond James Financial, Inc. (05/30/25)
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  • Business Banking Relationship Manager

    First Horizon Bank (Jacksonville, FL)
    …and risk management. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Responsible for loan and deposit growth through client portfolio, centers of influence and ... appropriate opportunities to sell the bank's products. + Determines best loan structure for prospects/customers' financial needs, and present solutions to sell… more
    First Horizon Bank (05/28/25)
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  • Senior Consumer Relationship Banker (Indian…

    Regions Bank (Satellite Beach, FL)
    …to include more complex, affluent solutions, wealth opportunities, investments, lending , debt consolidation, and in-depth saving conversations. Regions' mission is ... customers on Regions' Consumer and Business products and services, including all loan and deposit types, annuities, and life insurance + Educates customers on… more
    Regions Bank (05/31/25)
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  • Relationship Banker / Senior Relationship Banker…

    Truist (New Port Richey, FL)
    …meetings and applicable training classes and web-based learning. 6. Advises on consumer lending options and takes loan applications. 7. Adheres to internal ... in basic computer applications, such as Microsoft Office 6. Must be SAFE ( Mortgage Licensing Act) compliant within 30 days of employment in this role, including… more
    Truist (05/31/25)
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