- PNC (Fremont, CA)
- …managing financial transactions by leveraging technology, tools and resources. + Applies product and procedural knowledge to solve customer's problems. + Adheres to ... of wallet through a differentiated customer experience. Applies basic product and procedural knowledge to help identify, mitigate and...any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the… more
- US Bank (Carmichael, CA)
- …our clients with operational excellence and accuracy. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the SAFE Act ... of sales experience Preferred Skills/Experience - Basic knowledge of retail product philosophy, policy, procedures, documentation and systems - Basic knowledge of… more
- PNC (Riverside, CA)
- …financial transactions by leveraging technology, tools and resources. + Applies product and procedural knowledge to identify, mitigate and solve customer problems ... diploma or GED, but do require related experience or product knowledge to accomplish primary duties. Typically requires 1+...any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the… more
- PNC (Lincoln, CA)
- …financial transactions by leveraging technology, tools and resources. + Applies product and procedural knowledge to identify, mitigate and solve customer problems ... or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+...any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the… more
- PNC (Stockton, CA)
- …managing financial transactions by leveraging technology, tools and resources. + Applies product and procedural knowledge to solve customer's problems. + Adheres to ... high school diploma, GED, or any significant experience or product knowledge to accomplish primary duties. Prior experience is...any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the… more
- BMO Financial Group (Santa Monica, CA)
- …effectively with sales management and sales force to keep them informed of product developments and initiatives. + Coaches and advises others on the team by ... conducting joint appointments and sharing product knowledge and sales tips. + Builds effective relationships...advice. + In-depth understanding of deposit and loan (including mortgage ) products and banking services. + Technical proficiency gained… more
- SitusAMC (San Francisco, CA)
- …banks, private equity investors, pension funds, secondary market guarantors, non-bank mortgage originators and servicers, among others. Preferred locations are CA ... of our solutions. Provide actionable insights from the field to influence product roadmap and positioning. + **Sales Planning & Forecasting** : Maintain pipeline… more
- Banc of California (Santa Ana, CA)
- …Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit ... drawn cover all necessary terms and conditions appropriate for the approved credit product . + Familiar with IBS (or similar) loan system preferred. + Current… more
- Citigroup (El Monte, CA)
- …various marketing tools and digital technology available in the branch to present product offers and financial solutions to existing and potential clients (eg sales ... to the appropriate partners as necessary (eg leverage video conference for FA, mortgage specialist, etc.) + Take full ownership of clients' problems to resolve… more
- City National Bank (San Francisco, CA)
- …implement software enhancements. * Collaborate with Credit Administration, BATS, Legal, Product Management and others to create and implement correct forms, products ... servicing/operations environment required *Additional Qualifications* * Prior experience in Mortgage and production support/ help desk experience. * Excellent… more