- Lincoln Financial (Albany, NY)
- …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
- Berkshire Bank (New Lebanon, NY)
- …- Hwy 20 & 22 Purpose/Objective: Identify customer needs to make needs-based sales and build customer loyalty. Consistently strives to satisfy customers by providing ... clients to refer partnership solutions such as Wealth, Insurance, Cash Management and Mortgage . + Is proficient in the digital banking space and can assist clients… more
- City National Bank (New York, NY)
- …South Branch* WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, and ... and business development calling efforts. Actively engages in the sales process of the branch to ensure attainment of...good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must… more
- JPMorgan Chase (Syracuse, NY)
- …work together + Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts ... qualifications, capabilities, and skills** + 1+ year of experience in Retail banking sales , Financial services sales , Consultative relationship sales role in… more
- Wells Fargo (New York, NY)
- …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
- Berkshire Bank (Albany, NY)
- …to refer partnership solutions such as Wealth, Insurance, Cash Management and Mortgage . Lead through lobby management, ensure prompt welcomes of assistance to ... and account maintenance. 35% + Assists Financial Center Manager in building/managing sales culture to achieve branch goals and Bank-wide initiatives. Bring out the… more
- Anywhere Real Estate (Buffalo, NY)
- …with Cross-Functional Teams** : Work with engineering, business partners, operations, and sales to deliver exceptional solutions. **What You Need to Succeed:** + ... seamlessly with cross-functional teams, including engineering, marketing, operations, and sales . + **Adaptability** : You're comfortable working in a fast-paced,… more
- Citigroup (New York, NY)
- …(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
- Anywhere Real Estate (Rochester, NY)
- …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
- M&T Bank (Getzville, NY)
- …responsible for managing the foreclosure process for an assigned portfolio of mortgage loans, contested foreclosures or loans in other litigation to ensure ... according to investor guidelines and ensure proper bidding for sales where M&T's lien is not in first position....environment. Knowledge of bank and departmental systems. Understanding of mortgage product including home equity loans and lines of… more