- Wells Fargo (Bryan, TX)
- …solutions and services + Identify client needs and goals for business, mortgage , retirement, and investment services, then partner closely with peers in Business ... Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet...Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in… more
- First Horizon Bank (Dallas, TX)
- …deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. ... performs moderately complex to complex tasks. **ESSENTIAL DUTIES AND RESPONSIBILITIES** ** Sales and Business Development** + Proactive Sales Engagement: Engage… more
- CBRE (Dallas, TX)
- …countries. CBRE serves clients through four business segments: Advisory (leasing, sales , debt origination, mortgage serving, valuations); Building Operations & ... to perform all due diligence vital to make informed recommendations to CBRE's loan committee regarding the risks and mitigates for securing multifamily bridge loans… more
- First Horizon Bank (Sugar Land, TX)
- …site at location listed in job posting **Summary** Supports Bank clients and sales staff by performing moderately complex daily clerical functions, to maintain the ... needs + Assist with maintaining Relationship Managers' portfolios - clear loan , collateral and deposit exceptions, credit exceptions, assist with past dues… more
- First Horizon Bank (Dallas, TX)
- …to existing clients to deepen relationships. Perform related duties ie outbound sales calls as required to achieve banking center goals (meet/exceed sales ... and provide support to banking center management. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Sales and service + Provide both teller and platform support as needed… more
- CBRE (Austin, TX)
- …countries. CBRE serves clients through four business segments: Advisory (leasing, sales , debt origination, mortgage serving, valuations); Building Operations & ... You'll Do:** + Evaluate information to prepare various reports, opinions, and loan packages. + Examine financial statements, information, and market research to… more
- Bank of America (Dallas, TX)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the...proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be… more
- PNC (Dallas, TX)
- …for establishing connections between clients and PNC partners (ie. PNC Investment, PNC Mortgage , and other consumer loan solutions) based on clients' financial ... Description** + Builds the retail customer base through proactive, outbound quality sales conversations. Creates customer loyalty and grows customer share of wallet… more
- Wells Fargo (Murphy, TX)
- …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
- CBRE (Austin, TX)
- …countries. CBRE serves clients through four business segments: Advisory (leasing, sales , debt origination, mortgage serving, valuations); Building Operations & ... and FHA lending. + Oversee the preparation of FHA loan submission packages in coordination with analysts, ensuring compliance...field. + Minimum of five years of experience in mortgage banking with a focus on affordable housing. Exposure… more