• Credit Officer I PB

    City National Bank (Los Angeles, CA)
    …granted. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the ... "Nationwide Mortgage Licensing System and Registry"; or must be able...calculated correctly. * Attend client meetings at PB, Sales Manager , or Credit Manager 's request to facilitate… more
    City National Bank (05/13/25)
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  • Credit Solutions Advisor

    Bank of America (Beverly Hills, CA)
    …expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging expertise. This position is subject to ... 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
    Bank of America (05/09/25)
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  • Residential Real Estate Specialist

    Bank of America (Los Angeles, CA)
    …He/she must demonstrate strong credit/underwriting skills with a deep level of mortgage product knowledge, and an ability to work within GWIM custom ... mortgage guidelines. The RRES has a minimum of 10...confidentiality * Highly organized and detail oriented * Strong relationship management skills; proactively building and maintaining relationships across… more
    Bank of America (05/30/25)
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  • Senior Wealth Advisor

    Citigroup (San Francisco, CA)
    …financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage ...a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a… more
    Citigroup (05/25/25)
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  • Senior Wealth Advisor - International Personal…

    Citigroup (San Francisco, CA)
    …financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage ...a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a… more
    Citigroup (05/21/25)
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  • Financial Advisor

    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 ... Implements a relationship management plan in collaboration with the lead relationship manager . + Implements business development strategies to acquire new… more
    BMO Financial Group (05/17/25)
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  • Financial Solutions Advisor Registration…

    Bank of America (Bell, CA)
    …through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for ... 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
    Bank of America (06/07/25)
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  • Advisor Development Program - Financial Solutions…

    Bank of America (Redding, CA)
    …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... financial growth. + A strong referral base from across the business through our relationship with one in every two households. + Managing a portfolio of clients by… more
    Bank of America (04/23/25)
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  • Financial Solutions Advisor Registration…

    Bank of America (San Francisco, CA)
    …through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for ... 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
    Bank of America (03/25/25)
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  • Wealth Management Specialist - Non-Registered

    Bank of America (Los Angeles, CA)
    …to study and obtain all required registrations. The **Elite Growth Practice (EGP) Relationship Manager ** position may be filled at a Trainee, Specialist or ... to be eligible for Specialist position. This **Elite Growth Practice (EGP) Relationship Manager ** is responsible for supporting the Financial Advisor (FA)… more
    Bank of America (06/04/25)
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