- Carrington (Jacksonville, FL)
- …flags and clear inconsistencies. + Reviews and evaluates credit information on mortgage loan documents to determine acceptability for specific loan programs. + ... conditions, stipulations or pre-funding requirements received. + Communicates with clients, sales teams and operations teams to resolve outstanding issues as they… more
- Truist (Bal Harbour, FL)
- …**Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the ... of a broad range of retail solutions including banking, mortgage , planning, investments, and insurance services. Leverage the Truist...time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell,… more
- Fifth Third Bank, NA (Parrish, 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 ... the Retail Personal Banker job family. The Retail Personal Banker II role is a sales position with a primary focus on sales development and relationship building… more
- Fifth Third Bank, NA (Ocoee, 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
- BMO Financial Group (Apollo Beach, FL)
- …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
- Wells Fargo (Fort Lauderdale, FL)
- …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
- DR Horton, Inc. (Palm Bay, 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 ... new sites, understand site characteristics, conduct initial feasibility, track land sales data, and collect competitive market data. *Essential Duties and… more
- PNC (Tampa, FL)
- …participate in STEM OPT for this position. **Job Description** + The Virtual Treasury Manager is a regional sales position working within multiple markets. This ... As a Regional Treasury Management Officer I within PNC's Treasury Management Commercial Sales organization, you will be based in Philadelphia PA or Tampa FL. This… more
- Wells Fargo (Orlando, FL)
- …internal partners, and stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers with annual gross ... sales between $500k and $2MM in an assigned territory...As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations.… more
- Bank of America (Naples, FL)
- …of clients. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant ... the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry...proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be… more