- City National Bank (Santa Monica, CA)
- …client to develop solutions to minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and Relationship Managers ... risk management guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service....good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and be… more
- Bank of America (Woodland Hills, 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 ... exceptional client experience **Required Qualifications:** + Minimum of 2 years of mortgage origination experience. In lieu of this requirement, has previously held… more
- Bank of America (San Francisco, CA)
- …existing client relationships. He or she provides specialized support as a Specialist /Manager in any one of the teams specialized roles of Business Development, ... in an effort to promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management … more
- Citigroup (Walnut Creek, CA)
- …clients to the appropriate partners as necessary (eg leverage video conference for FA, mortgage specialist , etc.) + Take full ownership of clients' problems to ... various marketing tools and digital technology available in the branch to present product offers and financial solutions to existing and potential clients (eg sales… more
- Citigroup (Pleasant Hill, CA)
- …clients to the appropriate partners as necessary (eg leverage video conference for FA, mortgage specialist , etc.) + Take full ownership of clients' problems to ... various marketing tools and digital technology available in the branch to present product offers and financial solutions to existing and potential clients (eg sales… more
- Citigroup (El Cajon, CA)
- …clients to the appropriate partners as necessary (eg leverage video conference for FA, mortgage specialist , etc.) + Take full ownership of clients' problems to ... various marketing tools and digital technology available in the branch to present product offers and financial solutions to existing and potential clients (eg sales… more