- JPMorgan Chase (Long Beach, CA)
- …phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations + Makes personal connections, engages and educates ... work together + Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts… more
- Banc of California (San Diego, CA)
- …TOGETHER WE WIN(R) **THE OPPORTUNITY** Responsible for treasury, deposit, and non-loan product sales on behalf of assigned business unit partner(s) (ie, Commercial ... Maintains up to date and superior expertise in treasury product suite and working knowledge of bank offering to...(Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act… more
- Wells Fargo (Pacific Palisades, CA)
- …of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit, deposit and servicing ... secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is… more
- JPMorgan Chase (San Francisco, CA)
- …and investment goals. + Partners with licensed bankers, financial advisors, mortgage bankers, and business relationship Managers to connect customers to experts ... with strong follow-up skills + Exude confidence with clients when sharing product knowledge and solutions + Experience adhering to policies, procedures, and… more
- BMO Financial Group (Saratoga, CA)
- …by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the SAFE Act). This position will require a Federal registration ... with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct...+ Advanced knowledge of competitive marketplace and trends in product offerings. + Working knowledge of branch operational processes… more
- Bank of America (San Francisco, CA)
- …provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability ... changes. + Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. We're a culture that + Believes in… more
- Sacramento Credit Union (Sacramento, CA)
- …referrals, and investment referrals). + *Opens Business Accounts. + *As a Mortgage Loan Originator, must register with NMLS Registry and keep registration ... information current. + *Meets or exceeds established goals in product sales and service quality as assigned by the Branch Manager. + *Submit, process and fund… more
- SolomonEdwards (Sacramento, CA)
- …SolomonEdwards is looking for a Home Loan Specialist II for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. ... Complete appraisal eligibility tasks. - Evaluate loan applications for compliance with product guidelines. - Perform other related duties as required and assigned. -… more
- DR Horton, Inc. (Redding, CA)
- …for the entry-level and first time move-up markets. The Company also provides mortgage financing and title services for homebuyers through its mortgage and ... waste, & theft * Support the construction schedule and ensure the highest quality product is delivered on time and within budget * Provide a superior level of… more
- BMO Financial Group (San Francisco, CA)
- …implementation of structural market risk (SMR) models (eg valuation of embedded product options, customer behavioral models, Earnings at Risk and economic valuation ... methodologies, etc.). + Liaise with lines of business and product owners to develop a full understanding of the terms and conditions of an existing or new product… more