- Wells Fargo (Irvine, CA)
- …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...registration + Experience working with UHNW clients + Excellent sales and relationship management skills + Strong knowledge of… more
- Bank of America (Redding, CA)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... changes. + Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. We're a culture that + Believes in… more
- Financial Partners Credit Union (Costa Mesa, CA)
- …business. + Make referrals to CUSO for financial planning, investments, insurance and mortgage loan products. + Take advantage of all opportunities to complete ... for all products + Process check orders, wire requests, loan payments, stop payments, VODs, etc. + Attend training...on pre-approval status and process. + Consistently meet assigned sales goals by minimum of 75% + Take secured… more
- Financial Partners Credit Union (Orange, CA)
- …the selection and opening of all credit union accounts and loans. Process mortgage and consumer loan applications, complete documentation as appropriate and fund ... Type Full Time Job Description PURPOSE OF JOB: Drives the in-branch sales , outside business development of assigned territory, branch member service and branch… more
- Wells Fargo (Van Nuys, CA)
- …relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship ... 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 (Los Angeles, CA)
- …initiatives across a defined region or business channel, driving growth in loan volume and product adoption. This role involves partnering with Financial Advisors ... within the Wealth and Investment Management division, supporting the National Sales organization. This role is ideal for a strategic, relationship-driven… more
- City National Bank (Los Angeles, CA)
- …manner. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the ... "Nationwide Mortgage Licensing System and Registry"; or must be able...consisting of CRE brokers, CPA's, RE Attorneys, and Equipment Sales Representatives * Independently creates new sales … more
- BMO Financial Group (Los Angeles, CA)
- …and customers. + May act as lead relationship manager. + Supports the sales process and client experience, identifying gaps, issues and best practices. + Ensures ... and concerns, both internal and external. + Performs client sales & service support activities as required to meet...of execution. + Oversees the set-up, maintenance, advances / loan drawdowns and related account administration within the terms… more
- BMO Financial Group (Sacramento, CA)
- …products and providing fee-based advice. + In-depth understanding of deposit and loan (including mortgage ) products and banking services. + Technical proficiency ... customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds,...referrals to business partners. + Supports the achievement of sales and performance targets for new asset sales… more
- Bank of America (Newport Beach, 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:** + Leads the Client...proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be… more