- Citigroup (Jacksonville, FL)
- …+ Proactively source, acquire and expand customer relationships by maximizing sales and service opportunities. + Make securities recommendations and provide ... of industry experience + Experience in a proactive, successful sales and service role in the financial services industry...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage … more
- BMO Financial Group (Naples, FL)
- …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
- Fifth Third Bank, NA (Englewood, FL)
- …a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the ... Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or… more
- MyFlorida (West Palm Beach, FL)
- …financial services companies, insurance companies, securities dealers or investment advisers, mortgage brokers or lenders, or money services businesses is required. ... of their activities are complied with: Chapter 494 - Mortgage Brokering and Lending Act Chapter 516 - Consumer...- Consumer Finance Act Chapter 520 - Retail Installment Sales Act Chapter 537 - Title Loan Act Chapter… more
- Bank of America (Lighthouse Point, FL)
- …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
- Lincoln Financial (Tallahassee, FL)
- …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
- Citigroup (Boca Raton, FL)
- …**Qualifications:** + 5-8 years of experience + Experience in a proactive, successful sales and service role in the financial services industry + Strong analytical ... 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
- First Horizon Bank (Fort Myers, FL)
- …in job posting. **SUMMARY:** This position is responsible for the overall sales , production, profitability and regulatory compliance of a banking center. It is ... involved in the local market/community through civic organizations or community groups. Sales and business development + Implement and coach advice driven sales… more
- DR Horton, Inc. (Fort Myers, FL)
- …for the entry-level and first time move-up markets. The Company also provides mortgage financing and title services for homebuyers through its mortgage and ... President to develop and manage its marketing and communication plan. Support sales area managers, marketing personnel, and relevant division personnel to ensure… more
- First Horizon Bank (Fort Myers, FL)
- …to existing clients to deepen relationships. Perform related duties ie outbound sales calls as required to achieve banking center goals (meet/exceed sales ... and provide support to banking center management. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Sales and service + Provide both teller and platform support as needed… more