- PennyMac (Moorpark, CA)
- …(NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of ... US mortgage loans and the management of investments related to...Assumption Inquiries. The Qualified Assumptions Specialist will : + Receive/ service inbound calls from customers + Review Assumption inquiries… more
- Wells Fargo (San Jose, CA)
- …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
- PennyMac (Moorpark, CA)
- …(NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of ... US mortgage loans and the management of investments related to...repayment or forbearance plan, HHF/EHLP, SCRA program or general loan servicing questions + Direct outbound call campaigns to… more
- PennyMac (Moorpark, CA)
- …(NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of ... US mortgage loans and the management of investments related to...on their review, trial plan, post modification or general loan servicing questions + Conduct outbound call campaigns to… more
- LTD Global (Livermore, CA)
- …full range of financial products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based ... service , local decision-making, and support for regional economic growth...and managing adversely graded loans within the Bank's classified loan portfolio. This includes secured and unsecured commercial loans,… more
- City National Bank (Irvine, CA)
- …financial advice & consistently connecting client needs with CNB's products and service offerings.Will have a clearly defined business development plan that is ... consistently applied and incorporates a disciplined sales and service practice. They will focus on acquisition of new...fee income growth from both new and existing portfolios, loan and line volume that includes but is not… more
- City National Bank (Newport Beach, CA)
- …assigned branch with particular emphasis on managing a client-driven sales and service environment. This may be accomplished through active calling efforts and ... from existing clients, providing the CNB exemplary level of service , identifying and promoting solutions to client needs, and...fee income growth from both new and existing portfolios, loan and line volume that includes but is not… more
- City National Bank (Westlake Village, CA)
- …of product solutions to client needs. Provides responsive quality service . Approves transactions within delegated authority. Manages overall relationship ... divisions, and by providing the CNB exemplary level of service , identifying and promoting solutions to customer needs, and...good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and be… more
- City National Bank (Santa Monica, CA)
- …of product solutions to client needs. Provides responsive quality service . Approves transactions within delegated authority. Manages overall relationship ... divisions, and by providing the CNB exemplary level of service , identifying and promoting solutions to customer needs, and...good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and be… more
- Wells Fargo (Corte Madera, CA)
- …Fargo (wellsfargojobs.com) **.** **In this role, you will:** + Manage and service a moderately complex affluent and high net worth client relationship portfolio ... in lending, credit, and deposit products and services + Proactively identify service improvement opportunities for affluent and high net worth client relationships,… more