• Medical Wealth Advisor II

    Truist (Charlotte, NC)
    …by the Loan Originator Compensation rule of the Truth in Lending Act. **Required Qualifications:** The requirements listed below are representative of the ... Partners with other Truist Wealth product specialists, including investments, trust, mortgage , insurance, etc., using a team approach to deliver solutions to… more
    Truist (04/08/25)
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  • Middle Market Banker

    First Horizon Bank (Charlotte, NC)
    …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 (05/06/25)
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  • Private Bank Wealth Advisor III

    Huntington National Bank (Winston Salem, NC)
    …or ultra-high net worth clients. + NOTE: This position may be considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the ... Truth in Lending Act. If applicable, registration and additional qualifications required. Preferred Qualifications: + Securities and life insurance licenses. + Demonstrated success working with high net worth clients. + Proven ability to build strong… more
    Huntington National Bank (05/24/25)
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  • Relationship Banker or Senior Relationship Banker…

    Truist (Raleigh, NC)
    …meetings, 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 (05/30/25)
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  • VP, Financial Consultant

    Charles Schwab (Wilmington, NC)
    …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 (05/30/25)
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  • Merrill Financial Solutions Advisor - Raleigh…

    Bank of America (Chapel Hill, NC)
    …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... dedicated to supporting communities around the world by connecting them to the lending , investing and giving they need to remain vibrant and vital. **Required… more
    Bank of America (04/01/25)
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  • Merrill Financial Solutions Advisor - Charlotte…

    Bank of America (Huntersville, NC)
    …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... dedicated to supporting communities around the world by connecting them to the lending , investing and giving they need to remain vibrant and vital. **Required… more
    Bank of America (04/01/25)
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