- VentureTech Solutions (Plantation, FL)
- …Mitigation and Foreclosure Prevention Counseling Services, Rental Counseling, Reverse Mortgage , Financial Literacy Programs, as well as Debt Counseling, Budgeting ... counseling, foreclosure prevention, loss mitigation, rental counseling, and financial management /budgeting. HUD Certified Housing Counselor Duties: + Work closely… more
- Truist (Jupiter, FL)
- …in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and ... support client service and business development efforts (eg credit, mortgage , planning, investment, trust and fiduciary services, and insurance...* 8 or more years of sales and client management experience in Wealth Management and a… more
- Truist (Jupiter, FL)
- …integrated delivery of a broad range of retail solutions including banking, mortgage , planning, investments, and insurance services. Leverage the Truist network to ... and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery of… more
- Bank of America (Lighthouse Point, FL)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in ... unique priorities + Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs… more
- Carrington (Jacksonville, FL)
- …is responsible for planning, forecasting, managing, monitoring, reporting, and resource management within Carrington's call center and dialer operations. Focus on ... Dialer Support and Operations teams and successful monitoring of the workforce management system for designated business units within the organization. + Carry out… more
- Lincoln Financial (Tallahassee, FL)
- …and investment accounting for the General Account Invested Assets on a Statutory, GAAP, Management and Tax basis. They will be responsible to perform more complex ... mortgage loan and limited partnership research, analysis, and proper accounting treatment of Lincoln Financial (LF) investment positions to support strategic… more
- MyFlorida (West Palm Beach, FL)
- …financial services companies, insurance companies, securities dealers or investment advisers, mortgage brokers or lenders, or money services businesses is required. ... course of study in accounting, finance, economics, business, insurance, or risk management . Preference: Preference will be given to individuals who have a Master's… more
- First Horizon Bank (Starke, FL)
- …and trust management , retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's ... activities, including: CECL, stress testing, loss forecasting, origination, portfolio management , and economic capital. First Horizon's Consumer portfolio is… more
- First Horizon Bank (Homestead, FL)
- …and trust management , retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's ... and make referrals to bank partners, including but not limited to mortgage , wealth, private client, and business banking + Proactive Client Outreach: Conduct… more
- Carrington (Jacksonville, FL)
- …case management system, preferably Legal Tracker. **Our Company:** Carrington Mortgage Holdings is a holding company whose primary businesses include asset ... you'll do:** + Open and maintain matters in case management system, including handling incoming mail and service of...written communication skills. + A solid working knowledge of mortgage servicing, lending and litigation. + Proficient with Excel,… more