- Carrington (Jacksonville, FL)
- …guidelines following company's policies and procedures under general supervision. Our loan product offers extremely competitive rates and terms- the best in the ... A thorough knowledge of **Non Agency or NON QM** mortgage loan underwriting. + Maintains highly confidential information concerning...in the most efficient manner possible. + Professional account manager 's partner with you and your brokers to add… more
- Bank of America (Palm Beach, FL)
- …relationships that serve as a recurring source of referrals for new mortgage lending opportunities from Bank of America Merrill Financial Advisors. Key ... borrowers, determining customer financing objectives, and advising customers of product /pricing policies and guidelines, while maintaining regulatory and compliance… more
- Bank of America (Jupiter, FL)
- …align with the client's unique priorities * Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering ... is responsible for originating loans for clients with residential mortgage needs and is the primary lending specialist working...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Miami, FL)
- …managers/advisors. He/she must demonstrate strong credit/underwriting skills with a deep level of mortgage product knowledge, and an ability to work within GWIM ... approach, the RRES facilitates structure and pricing of the product (s) that best fits the clients overall financial objectives....custom mortgage guidelines. The RRES has a minimum of 10… more
- Truist (Orlando, FL)
- …**Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the ... of a broad range of retail solutions including banking, mortgage , planning, investments, and insurance services. Leverage the Truist...time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell,… more
- First Horizon Bank (Tampa, FL)
- …promote sales, product knowledge and customer service. Assist Banking Center Manager with training personnel. + Assist banking center management with "on the job ... and make referrals to bank partners, including but not limited to mortgage , wealth, private client, and business banking + Proactive Client Outreach: Conduct… more
- Bank of America (Jupiter, FL)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in ... exceptional client experience **Required Qualifications:** + Minimum of 2 years of mortgage origination experience. In lieu of this requirement, has previously held… more
- First Horizon Bank (Orlando, FL)
- …+ Attend Relationship Manager sales meetings regularly and serve as key product partner for new treasury management sales, and joint calls on prospects and ... **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + Works with Treasury Management (TM) Sales Manager to develop and execute market sales strategy and achieve sales… more
- Bank of America (Ponte Vedra Beach, FL)
- …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
- Citigroup (Tampa, FL)
- …+ 6-10 years of project management experience - preferably from a mortgage or financial services environment + PMP certification strongly preferred, Six Sigma ... issues, remove barriers, resolve minor project issues and escalate to immediate manager where required. + Proficient in MS Office applications, MS Project, VISIO,… more
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