- Wells Fargo (Seal Beach, CA)
- …secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is ... needs + Ability to make client calls and actively participate in the sales development process + Knowledge and understanding of retail compliance controls, risk… more
- Wells Fargo (Los Angeles, CA)
- …client correspondence and customized professional client presentation materials to support sales and marketing efforts + Research and resolve operational issues ... and stores to execute daily transactions for bankers in sales and credit support + Interpret policies, procedures, and...As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations.… more
- Bank of America (San Francisco, CA)
- …changes. + Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. We're a culture that + Believes in ... evolving needs. **Required Qualifications:** + Displays confidence working in a sales role + Builds strong client relationships through effective communication and… more
- Sacramento Credit Union (Sacramento, CA)
- …referrals, and investment referrals). + *Opens Business Accounts. + *As a Mortgage Loan Originator, must register with NMLS Registry and keep registration ... information current. + *Meets or exceeds established goals in product sales and service quality as assigned by the Branch Manager. + *Submit, process and fund… more
- JPMorgan Chase (Irvine, CA)
- …and dedication will be reflected in your team's ability to achieve strong sales results. **Job responsibilities** + Utilize your understanding of the home loan ... skills** + Bachelor's degree or equivalent work experience in sales and/or real estate + A minimum of four...+ A minimum of four years' work experience in mortgage loan processing + Intermediate computer skills (familiar with… more
- Citigroup (San Francisco, CA)
- …(eg deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) but also leads, coaches, ... Universal Bankers and Tellers by modeling excellent service behaviors and mentoring on sales , service, and compliance routines. + Guide both clients and team members… more
- Citigroup (El Cajon, CA)
- …deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen ... client relationships. . **Responsibilities:** + Exhibits strong sales and service skills, presenting products and services while proactively educating clients on… more
- BMO Financial Group (Santa Monica, CA)
- …interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap ... solutions indirectly through referrals to business partners. + Supports the achievement of sales and performance targets for new asset sales , joint appointments,… more
- Citigroup (Pleasant Hill, CA)
- …deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen ... client relationships. . **Responsibilities:** + Exhibits strong sales and service skills, presenting products and services while proactively educating clients on… more
- Anywhere Real Estate (San Jose, CA)
- …experience. **Experience** + Minimum of 2 years real estate, mortgage , title, transaction coordination/processing experience strongly preferred or solid experience ... approximately 2,800 franchise and company owned offices and over 99,000 independent sales associates in the United States, Canada and 40 other countries. Coldwell… more