• Financial Solutions Advisor Stage- Consumer…

    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 ... Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds...at least one year experience working in the financial service industry and/or a sales environment where goals were… more
    Bank of America (05/16/25)
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  • Investment Consultant II - Merrill Premium

    Bank of America (Fort Worth, TX)
    …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key… more
    Bank of America (04/11/25)
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  • VP, Financial Consultant - Austin, TX (National…

    Charles Schwab (Austin, TX)
    …Management. + Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and ... 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 (05/25/25)
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  • Merrill Financial Solutions Advisor: Greater…

    Bank of America (College Station, TX)
    …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... advisor + Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor… more
    Bank of America (05/21/25)
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  • Financial Solutions Advisor I - Registration…

    Bank of America (Kingwood, TX)
    …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... in the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in on-going… more
    Bank of America (05/29/25)
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  • Advisor Development Program Financial Solutions…

    Bank of America (Waco, TX)
    …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... environment. * A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *… more
    Bank of America (04/30/25)
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  • Financial Sales Consultant

    PNC (Houston, TX)
    …for establishing connections between clients and PNC partners (ie. PNC Investment, PNC Mortgage , and other consumer loan solutions) based on clients' financial ... of education, job specific certification(s), and experience (including military service ) may be considered. **Education** Associates **Certifications** No Required… more
    PNC (05/20/25)
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  • Home Loan Specialist III

    PennyMac (Plano, TX)
    …goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Home Loan Specialist III 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 (05/30/25)
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  • Purchase Licensed Loan Officer

    PennyMac (Plano, TX)
    …of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Purchase Loan Officer is ... is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production...our Servicing Portfolio with their current and future purchase loan needs. As a Loan Officer ,… more
    PennyMac (04/26/25)
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  • Senior Associate, SBA Loan Documentation…

    Capital One (Plano, TX)
    …Closing experience (Express, 7a and 504) + At least 2 years of customer service experience in a consumer, mortgage , or commercial lending support role ... Senior Associate, SBA Loan Documentation & Closing Specialist Small businesses are...and 504) + At least 5 years of customer service experience in a consumer, mortgage , or… more
    Capital One (04/18/25)
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