- Fifth Third Bank, NA (Bradenton, FL)
- …a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the ... Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or… more
- Lincoln Financial (Tallahassee, FL)
- …Management and Tax basis. They will be responsible to perform more complex mortgage loan and limited partnership research, analysis, and proper accounting ... and compliance with accepted accounting policies and principles. + Builds mortgage loans and limited partnership accounting knowledge and expertise and navigates… more
- 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 ... years of experience + Experience in a proactive, successful sales and service role in the financial services industry...Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on… more
- Wells Fargo (Palm Bay, 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...to make client calls and actively participate in the sales development process + Knowledge and understanding of retail… more
- Wells Fargo (Mount Dora, FL)
- …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
- Bank of America (Ponte Vedra Beach, FL)
- …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
- BMO Financial Group (West Palm Beach, FL)
- …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
- Regions Bank (Tampa, FL)
- …broad range of bank products and services (trust, insurance, deposits, credit, mortgage , investment, etc.) to affluent clients. This role is responsible for ... transactions o Enters and maintains appropriate client records in CRM tools, loan closing document preparation and assistance o Responds to client requests for… more
- SitusAMC (Tallahassee, FL)
- …data changes to the data warehouse as needed + Notating and alerting of loan sales and transfers + Develop, document, and maintain standards, best practices, ... + Candidate should have a good working knowledge of mortgage terms and documents. 1-2 years of mortgage... mortgage terms and documents. 1-2 years of mortgage experience is desired + Capable of creating and… more
- Carrington (Jacksonville, FL)
- …homeowners insurance documents and updates as needed, verification of mortgage /rent, tax transcripts, condo questionnaires, subordination requests, etc. o Follow ... concerning borrower's confidential information. + Provide additional support to Processing and Sales teams as needed. + Performs other duties as assigned **What… more