- PNC (Irvine, CA)
- …on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. **Job Description** + Performs or assists in banking activities, ... including relationship management and/or product suite activities. Works under supervision and may have...any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the… more
- BMO Financial Group (Covina, CA)
- …+ Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the sales of ... a relationship management plan in collaboration with the lead relationship manager . + Implements business development strategies to acquire new business (eg… more
- Bank of America (Los Angeles, CA)
- …and other tools and resources. Provide technical expertise in certain product areas (eg Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation) ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in… more
- University of Southern California (Los Angeles, CA)
- …limited to: + Develops and executes USCCU's top level lending strategies . + Product manager for all lending products, services and sources of lending related ... our lending operations across a comprehensive portfolio that includes consumer, auto, mortgage , commercial, and collection services. In this pivotal role, the CLO… more
- Bank of America (San Mateo, 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 ... team's client book segmentation strategy + Works with Portfolio Managers, Product Specialists, Wealth Planners, and/or Investment Management Specialists to support… more
- LTD Global (Livermore, CA)
- …full range of financial products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based ... and community engagement. Position Overview Reporting to the Special Assets Manager , the Senior Special Assets C&I Underwriter is responsible for underwriting… more
- Bank of America (Sunnyvale, 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 **Required** **Qualifications** : + Currently holds Series 7 &… more
- Bank of America (San Mateo, 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 ... + Manages risk proactively in every aspect of business, product , and service transaction leveraging available tools **The Advisor...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Roseville, 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 **Required** **Qualifications** : + Currently holds Series 7 &… more
- Bank of America (San Francisco, 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 **Required** **Qualifications** : + Currently holds Series 7 &… more