- Bank of America (Monterey, 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 ... licenses.** + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. + Minimum of one year… more
- PNC (Irvine, CA)
- …team member accountability and participation. + Maintains timely, accurate and complete sales administration tasks as determined by the business. Expected to train, ... Capital Management, Credit Risk Analysis, Equity Valuations, Investment Banking, Sales **Competencies** Business Acumen, Customer Experience Management., Decision Making… more
- PNC (Walnut Creek, CA)
- …after initial introduction. + Maintains timely, accurate and complete sales /client relationship management administration tasks as determined by the business. ... Relationship Building, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Customer Experience Management., Customer Service Management,… more
- PNC (Ontario, CA)
- …may be performed remotely, at manager's discretion. **Job Description** + Provides sales , service and execution support for new and ongoing client relationships. May ... Managing Multiple Priorities, Problem Management Process, Products and Services, Sales Support and Administration **Work Experience** Roles at this level… more
- Anywhere Real Estate (Ventura, CA)
- …and industry policies and procedures. He/She would work closely with the sales representative and senior leadership to increase revenue and profits, manage expenses, ... contact if she is not available + Review the sales contract; order demands + Process incoming mail and...relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures.… more
- Bank of America (San Diego County, 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 ... experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *… more
- PNC (San Francisco, CA)
- …reviews, loan offerings, loan documentation and fulfillment, prescreen) and sales functions (pre-call planning, client research, pitchbooks, relationship reviews, ... applying knowledge learned to drive business results (eg, deal, sales , process support, internal or external customer interaction, or...any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the… more
- PNC (Calabasas, CA)
- …reviews, due diligence reviews, loan documentation and fulfillment) and sales functions (pre-call planning, client research, pre-screen, relationship reviews, and ... applying knowledge learned to drive business results (eg, deal, sales , process support, internal or external customer interaction, or...any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the… more
- Bank of America (Oxnard, 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 ... experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +… more
- Bank of America (Paso Robles, 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 ... career journey. **Required Qualifications:** + Displays confidence working in a sales role + Builds strong client relationships through effective communication and… more