- Wells Fargo (Pacific Palisades, CA)
- …partners, and stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers with annual gross sales ... secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is… more
- Wells Fargo (Capitola, CA)
- …to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial advisors to understand ... secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is… more
- Wells Fargo (Ontario, CA)
- …to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs * Partner with financial advisors to understand ... secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is… more
- Wells Fargo (Seal Beach, CA)
- …to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial advisors to understand ... secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is… more
- Anywhere Real Estate (Novato, CA)
- …of transactional issues. + Database entry and updates - MLS, Transaction Manager + Ensure our agent's transactions are complete for compliance, commission payments ... and adjustments are avoided + Systems review of Trident and transaction manager , issue resolutions submitted through OnBase **Branch Leader Support (includes, but… more
- Anywhere Real Estate (San Diego, CA)
- …**Who you are:** + **Sales Consultant:** Ownership of the designated market including franchise sales prospect generation, cultivating, and ultimately conversion to ... services team's support and assets to be knowledgeable on Brand FDD, market trends, data/analytics. Optimally partner with sales enablement and growth teams to… more
- Banc of California (Santa Ana, CA)
- …banks focused on providing banking and treasury management services to small, middle- market , and venture-backed businesses. Banc of California offers a broad range ... and reviewed. + Coordinate insurance needs with customer, insurance brokers, Relationship Manager to ensure proper insurance is received and collected in a timely… more
- Banc of California (Camarillo, CA)
- …banks focused on providing banking and treasury management services to small, middle- market , and venture-backed businesses. Banc of California offers a broad range ... diligence and BSA documentation. + Works in tandem with the Relationship Manager to review and participate in negotiation of potentially complex legal documentation… more
- PNC (Irvine, CA)
- …field on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. In this position, you will consult with prospects to identify ... to train, coach and/or mentor other team members in market if applicable. PNC Employees take pride in our...any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the… more
- PNC (Corona, CA)
- …have an opportunity to contribute to the company's success. As a Relationship Manager within PNC's Healthcare Business Banking organization, you will be based in ... a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with...any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the… more