- 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)
- …of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio ... financial advisory capacity + 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
- 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 ... investor reporting and fulfillment requirements at the direction of the Secondary Marketing Manager and/or Traders. * Primarily responsible for much of the ad hoc… more
- Citigroup (Downey, CA)
- …of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio ... financial advisory capacity . 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 (Woodland, CA)
- …and preferred banking channels while recommending tailored solutions addressing both sales and service needs (eg everyday banking, retail investments, lending ... applications. + Experience in a consultative customer service or sales role, with a drive to deliver a personal...Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the SAFE Act). This position will… more
- BMO Financial Group (Sacramento, 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
- JPMorgan Chase (El Segundo, CA)
- …qualifications, capabilities and skills:** + Minimum 2 years' experience in mortgage lending, with inside sales /customer service background. + Excellent ... why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver...locking interest rates at the request of the Client Manager . + Develop a working knowledge of treasury services… more
- Wells Fargo (Capitola, CA)
- …to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial advisors to understand ... As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations....to make client calls and actively participate in the sales development process + Knowledge and understanding of retail… more
- Wells Fargo (Ontario, CA)
- …to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs * Partner with financial advisors to understand ... As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations....to make client calls and actively participate in the sales development process * Knowledge and understanding of retail… more
- Wells Fargo (Seal Beach, CA)
- …to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial advisors to understand ... As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations....to make client calls and actively participate in the sales development process + Knowledge and understanding of retail… more