- Citigroup (New York, NY)
- Citibank, NA seeks an FP&A Group Manager for its New York, NY location. Duties: Perform analysis of forecasts, strategic, and operating plans. Participate in ... in support of CEO and CFO reviews including business initiatives. Develop relationships with key partners and senior management to influence behavior and… more
- TD Bank (Medford, NY)
- …by low to moderate complexity/risk + Establishes and nurtures Customer relationships by consistently displaying product knowledge, actively listening to Customer ... issues, errors and problems, escalating when necessary + Builds working relationships with customers and explains detailed and/or complicated information. + Requires… more
- TD Bank (Syosset, NY)
- …Explains detailed and/or complicated information within the team + Builds working relationships with customers and related teams + Requires full proficiency gained ... intake + Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) **Education & Experience:** + HS Diploma or… more
- M&T Bank (Buffalo, NY)
- …Corporation** is a wholly-owned subsidiary of M&T Bank. As a full-service mortgage banking company, we specialize in providing competitive financing nationwide for ... loans, life company, debt funds and other capital source relationships Our parent company, M&T Bank, is one of...on an agency or life company execution Our long-standing relationships with numerous life insurance company investors gives us… more
- Raymond James Financial, Inc. (New York, NY)
- …Consumer, and Small Business lending portfolios. * Supports the Home Mortgage Disclosure Act (HMDA) compliance program by reviewing reportable transactions, ... collaboratively within a team environment. * Establish and maintain effective working relationships at all levels of the organization. * Maintain confidentiality. *… more
- Bank of America (Staten Island, NY)
- …difference. Join us! This job is responsible for managing the end-to-end consumer mortgage referral requests primarily for Low to Moderate Income (LMI) clients in ... influence (ie financial center partners, realtors, etc.) to originate mortgage transactions, identifying relationship deepening opportunities with clients, and… more
- Carrington (Albany, NY)
- …join our amazing team!** Responsible for developing and maintaining broker/seller relationships to sell wholesale and correspondent mortgage loan products. ... + Responsible for identifying, contacting, and gaining approval for new mortgage brokers and sellers. + Establishes and continues the broker/seller relationship… more
- Bank of America (Bronx, NY)
- …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 (New York, NY)
- …of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio ... you to review your options. **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
- Bank of America (Rochester, NY)
- …**Job Description:** At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we ... 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