- US Bank (Los Angeles, CA)
- …products such as trust, investments, etc. and sends profile to appropriate product line support for follow-up sales calls. Provides customer service responding to ... and promotes alternative products and services Basic Qualifications - Requires National Mortgage Licensing Service (NMLS) registration under the terms of the SAFE… more
- JPMorgan Chase (Salinas, CA)
- …phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. + Engage in clear, polite, consultative ... Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act… more
- JPMorgan Chase (Irvine, CA)
- …gifts, coordinating open houses or inviting clients to events. + Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening ... Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act… more
- Financial Partners Credit Union (Costa Mesa, CA)
- …Provide excellent service to all members of the credit union by identifying product and service solutions to meet their financial needs. Assist members with ... business. Make referrals to CUSO for financial planning, investments, insurance and mortgage loan products. Take advantage of all opportunities to complete the… more
- Anywhere Real Estate (Riverside, CA)
- …change enablement + Partner with cross-functional teams (eg, Marketing, Legal, Product ) to ensure alignment + Translate complex initiatives into actionable, ... brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports… more
- PNC (San Francisco, CA)
- …and client-facing skills across many industries and develop deep understanding of PNC's product suite. You will enter the program as part of a cohort giving ... (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority… more
- Anywhere Real Estate (San Diego, CA)
- …Drive cross-functional collaboration Partner with stakeholders across Learning & Development, Product , and Talent orgs to align learning with business goals. ... brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports… more
- PNC (Ontario, CA)
- …require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 4+ years of related ... (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority… more
- Bank of America (San Diego County, CA)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in ... to referral partners based on knowledge of client needs and potential product services recommended Schedule: * Monday - Fridays and rotating Saturdays Required… more
- PNC (San Diego, CA)
- …in mentoring, job shadowing and community outreach, to ensure appropriate foundations in product and sales. + Participates in formal learning to develop the skills ... (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority… more