- Citigroup (Chino Hills, CA)
- …Group 1 Insurance License . This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and ... of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio… more
- Citigroup (San Francisco, CA)
- …Group 1 Insurance License + This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and ... of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio… more
- Wells Fargo (Palm Desert, CA)
- …to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial advisors to understand ... 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 (San Francisco, 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
- Wells Fargo (Downey, CA)
- …internal partners, and stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers with annual gross ... sales between $500k and $2MM in an assigned territory...As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations.… more
- BMO Financial Group (Los Angeles, CA)
- …of accounts for team members and customers. + May act as lead relationship manager . + Supports the sales process and client experience, identifying gaps, issues ... 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 (Beverly Hills, CA)
- …products and providing fee-based advice. + In-depth understanding of deposit and loan (including mortgage ) products and banking services. + Technical proficiency ... interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap… more
- Bank of America (Walnut Creek, 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
- Bank of America (El Segundo, CA)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA._ **Responsibilities:** + Learns how to...Experience working in the financial service industry and/or a sales environment where goals were met or exceeded +… more
- Bank of America (Anaheim, CA)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA. **Role Specifics:** As an Advisor Development Program… more