- Truist (Jacksonville, FL)
- …6. Stay up to date and knowledgeable of local real estate market conditions, mortgage product and process trends, and competitive position. Provide feedback and ... and Truist teammates. 5. Champion effective partnerships between sales team and operations , as needed assist Mortgage Loan Fulfillment with client, attorney,… more
- First Horizon Bank (Bradenton, FL)
- …for ensuring compliance of all policies and procedures affecting the day-to-day operations . Perform related duties as required to assist in achieving banking center ... knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Sales and service +… more
- TD Bank (Largo, FL)
- …and communication ensuring the team is offering proactive advice by making product recommendations by highlighting product features and benefits based on ... + Leads and coaches advisory team on advice giving strategies and overall product and services acumen + Establishes work direction and role ownership on delivering… more
- TD Bank (Pembroke Pines, FL)
- …Customer experience + Requires a broad knowledge and understanding of the full product suite, services and processes of business area, and could be characterized by ... + Establishes and nurtures Customer relationships by consistently displaying product knowledge, actively listening to Customer needs while engaging in… more
- TD Bank (Sarasota, FL)
- …managers + Requires deep expert knowledge of the business, banking and bank operations + Requires deep expert process management knowledge and deep expert knowledge ... closings + Maintains an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) **Education & Experience:** + Undergraduate degree… more
- Raymond James Financial, Inc. (FL)
- …team. Works in partnership with Internal Banking Consultants (IBCs), Cash, SBL and Mortgage Consultant(s), and Operations to ensure consistent and high quality ... all Private Client Banking (PCB) products which includes Cash Solutions, Mortgage , Securities Based Lending (including Margin) and Tailored Lending. Responsible for… more
- 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 ... you'll do:** + A thorough knowledge of **Non Agency or NON QM** mortgage loan underwriting. + Maintains highly confidential information concerning loan applicants. +… more
- Citigroup (Jacksonville, FL)
- …and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking, credit, life insurance, ... utilizing online resources + Resolving client issues escalated by Operations and Account Opening teams + Qualify banking referrals...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage … more
- First Horizon Bank (Miami Lakes, FL)
- …opening checking accounts, savings accounts, and provide all other deposit product services. + Identify client needs through consultative conversations and recommend ... knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Compliance and risk… more
- First Horizon Bank (Bradenton, FL)
- …opening checking accounts, savings accounts, and provide all other deposit product services. + Identify client needs through consultative conversations and recommend ... to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. **Compliance and risk… more
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