• Merrill Financial Solutions Advisor - San Diego…

    Bank of America (Carlsbad, 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:** + Provides tailored and personalized advice… more
    Bank of America (04/01/25)
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  • Merrill Team Financial Advisor

    Bank of America (Pasadena, CA)
    …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... on referrals, assessing customer needs, referring customers to the appropriate service provider, and executing highly customized solutions to meet the customer… more
    Bank of America (05/28/25)
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  • Personal Banking Officer

    Financial Partners Credit Union (Brea, CA)
    …Primary duties of this unique opportunity are as follows: DUTIES: + Process mortgage and consumer loan applications, prepare documentation as appropriate and ... Branch. As a Personal Banker, you will be assisting members with various loan options, explaining features of all our products and services, opening accounts and… more
    Financial Partners Credit Union (04/22/25)
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  • Senior Premier Relationship Manager Licensed

    BMO Financial Group (Truckee, CA)
    …within six months of role start date). + Advanced understanding of deposit, loan (including mortgage ) and banking products and practices, cash flow analysis, ... + Executes work to deliver timely, accurate, and efficient service . + Focus is primarily on business/group within BMO;...Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the SAFE Act). This position will… more
    BMO Financial Group (05/24/25)
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  • Wealth Management Specialist - NPD (FP)

    Bank of America (San Mateo, CA)
    …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role...client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to… more
    Bank of America (05/07/25)
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  • Relationship Manager - EGP

    Bank of America (Newport Beach, CA)
    …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with client meetings related… more
    Bank of America (05/06/25)
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  • Wealth Management Specialist

    Bank of America (Beverly Hills, CA)
    …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... or relationship management. Key responsibilities include providing quality client service , and operations support and executing problems where extensive analysis… more
    Bank of America (05/03/25)
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  • Private Wealth Relationship Manager

    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 ... Management Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team...Manager to develop, implement, and monitor the team's client service model. This position is subject to SAFE Act… more
    Bank of America (05/20/25)
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  • VP, Financial Consultant

    Charles Schwab (Corte Madera, CA)
    …Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry ... volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and...volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family… more
    Charles Schwab (05/10/25)
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  • Home Loan Specialist I, Guideline Review

    PennyMac (Moorpark, CA)
    …goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Home Loan Specialist II is a ... skilled role supporting various Channels within the Mortgage Fulfillment Division (MFD). As the Home ...efficient and effective processes that support business and customer service objectives. The Home Loan Specialist will… more
    PennyMac (05/16/25)
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