- BMO Financial Group (San Francisco, CA)
- …relationships and deliver the desired customer experience. + Uses a consultative sales process to develop strong customer relationships; acts as client's trusted ... customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities. + Makes key recommendations on products, pricing, and services;… more
- Citigroup (Pleasant Hill, CA)
- …responsible for providing full leadership and direction to a team of employees, grow sales and client base in coordination with the consumer sales team . ... of this role is to lead a team grow sales , build customer loyalty and recommend the development of...experience preferred + Registered or willing to register as mortgage loan originator with Nationwide Mortgage Licensing… more
- Mastercard (San Francisco, CA)
- …partnerships with acquirers, processors, Payment Service Providers (PSPs), credit platforms, mortgage enablers, and technical integrators. This role is all about ... and revenue-driving programs. The ideal candidate brings deep expertise in joint sales strategy, referral programs, co-marketing, and enabling partner sales … more
- Anywhere Real Estate (Sacramento, CA)
- …of the Coldwell Banker leadership team, they are responsible for all aspects of sales , profits, employee and agent relations within their territory. + As a Regional ... territory by mentoring and developing effective Branch Managers while supervising their sales and management activities. + You are team builders, who identify and… more
- BMO Financial Group (San Francisco, CA)
- …customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on ... Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer...Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the SAFE Act). This position will… more
- Bank of America (Woodland Hills, CA)
- …them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging ... 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 (San Francisco, CA)
- …serving in a financial advisory capacity + Experience in a proactive, successful sales and service role in the financial services industry + Strong analytical and ... 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
- City National Bank (Los Angeles, CA)
- …the Bank. * Key person involved in the collateral performance and review for sales and purchases of residential mortgage loans. * Back-up individuals within the ... Bachelor's Degree or equivalent * 5-10 years broad based residential mortgage origination, servicing, operations and underwriting competencies. Including but not… more
- City National Bank (Los Angeles, CA)
- …conventional jumbo and government-insured loans (FHA, VA, USDA). Provide oversight on mortgage secondary marketing activities, including whole loan sales , bulk ... and ensure alignment to risk appetite. * Assess emerging risks in mortgage portfolios and ensure alignment to Regulatory requirements including OCC, FDIC, FRB… more
- Lincoln Financial (Sacramento, CA)
- …and Tax basis. They will be responsible to perform more complex mortgage loan and limited partnership research, analysis, and proper accounting treatment of ... and compliance with accepted accounting policies and principles. + Builds mortgage loans and limited partnership accounting knowledge and expertise and navigates… more