- JPMorgan Chase (New York, NY)
- …thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore ... minimum of five years of financial services or service sales experience, established high net worth referral network and...the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this… more
- Bank of America (New York, NY)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... Private Wealth Relationship Manager New York, New York **To proceed with...and Investment Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor… more
- M&T Bank (Rochester, NY)
- …documenting and initiating the funding process for a variety of commercial equipment lease/ loan products. They assist the sales staff and other internal ... loans and the Master documents for each lease and loan type with commercial and municipal customers. **Primary Responsibilities:**...and authority level and recommend process changes to their manager and others within the group as necessary. +… more
- Citigroup (New York, NY)
- …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
- Bank of America (New York, NY)
- …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
- Bank of America (New York, NY)
- …and manage the closing process for both the buying and selling of CRE loan portfolios + Assist in preparing sales presentations for existing and potential ... Tier 1 investment bank. This junior/mid-level role would work alongside the senior loan /credit trader to analyze and price credit opportunities across a variety of … more
- Bank of America (New York, NY)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be...Attention to Detail + Collaboration + Decision Making + Loan Structuring **Minimum Education Requirement:** High School Diploma /… more
- Arrow Financial Corporation (Glens Falls, NY)
- …> Excellent Customer Service and Communication Skills > Relationship Building and Sales > Excels in a detail-oriented, regulatory environment > Account Management ... products/services with the goal of converting service opportunities into sales events. This position is located in Glens Falls,...all Federal, State, and local consumer protection laws governing loan origination including the SAFE Act and SAFE Act… more
- PNC (New York, NY)
- …master PNC's product set to excel in analytics, credit, relationship management, sales and financial modeling. Geographic flexibility is important to your success in ... applying knowledge learned to drive business results (eg, deal, sales , or process support, internal or external customer interaction,...79 and 63 within 180 days of employment. DCM ( Loan Syndications & Equipment Finance) - SIE, Series 79,… more
- Bank of America (Northport, NY)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
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