- Bank of America (San Francisco, CA)
- …plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions 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
- Citigroup (Downey, CA)
- …of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio ... Consultants and Home Lending Officers. **Job Responsibilities:** . Build relationships with new clients with the goal of bringing...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage … more
- Citigroup (San Francisco, CA)
- …of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio ... Consultants and Home Lending Officers. **Job Responsibilities:** + Build relationships with new clients with the goal of bringing...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage … more
- Wells Fargo (Pacific Palisades, CA)
- …Banker (SAFE) you will be responsible for building, maintaining, and growing relationships with small business banking clients in the branches. Individuals have ... stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers with...the bank + Work proactively to build and grow relationships with new customers and engage with existing customers… more
- Bank of America (Yuba City, CA)
- …an impact. Join us! At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with ... needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice… more
- City National Bank (Los Angeles, CA)
- …investor reporting and fulfillment requirements at the direction of the Secondary Marketing Manager and/or Traders. * Primarily responsible for much of the ad hoc ... performance and review for sales and purchases of residential mortgage loans. * Back-up individuals within the LOB to...and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of… more
- Wells Fargo (San Diego County, CA)
- …to your team in delivering an exceptional customer experience focused on building relationships . **In this role you will:** + Participate in less complex initiatives ... coursework and mentorship, under the supervision of a hiring manager , program manager and a mentor. Apprenticeships...As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations.… more
- Wells Fargo (Morgan Hill, CA)
- …(SAFE) role and perform the following duties: + Participate in building relationships with customers and spend time understanding required needs + Identify ... and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial...As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations.… more
- Wells Fargo (Azusa, CA)
- …(SAFE) role and perform the following duties: * Participate in building relationships with customers and spend time understanding required needs * Identify ... and connect customer with the appropriate partner or relationship manager to meet their needs * Partner with financial...As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations.… more
- Bank of America (Redding, CA)
- …needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice ... affluent and high net worth clients, identifying needs, developing relationships , reviewing investment goals, and preparing investment recommendations that align… more