- City National Bank (Santa Monica, CA)
- …in the assigned business segment and/or geographic areas. Actively engages in the sales process of the assigned Region to ensure the attainment of Regional and ... good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and be...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and… more
- City National Bank (Beverly Hills, CA)
- …program.Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the ... "Nationwide Mortgage Licensing System and Registry"; or must be able...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and… more
- Sacramento Credit Union (Sacramento, CA)
- TITLE: FINANCIAL SERVICE SPECIALIST III (PERSONAL BANKER) STATUS: NON-EXEMPT DEPARTMENT: H-STREET BRANCH REPORTS TO: BRANCH MANAGER PAY SCALE: $21.44 - $26.80 PER ... to customers and possesses excellent communication skills for our Financial Service Specialist III (Banker) position at our H-Street branch. An individual who… more
- BMO Financial Group (Los Angeles, CA)
- …and customers. + May act as lead relationship manager. + Supports the sales process and client experience, identifying gaps, issues and best practices. + Ensures ... and concerns, both internal and external. + Performs client sales & service support activities as required to meet...Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies… more
- Citigroup (Inglewood, CA)
- …clients to the appropriate partners as necessary (eg leverage video conference for FA, mortgage specialist , etc.) + Take full ownership of clients' problems to ... (eg deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) but also leads, coaches,… more
- Bank of America (San Francisco, CA)
- …managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service ... existing client relationships. He or she provides specialized support as a Specialist /Manager in any one of the teams specialized roles of Business Development,… more
- Bank of America (Beverly Hills, CA)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in ... without direct authority + Minimum of 5 years' experience performing specialist /analyst level responsibilities or equivalent industry experience **Skills** : +… more
- JPMorgan Chase (Los Angeles, CA)
- …you with the opportunity to take your career to the next level. As a Lending Specialist in the US Private Bank, you will work with our team to advise clients on ... in the financial services industry + In-depth knowledge of bank loan, deposit, mortgage and credit products + Ability to understand the overall credit capabilities… more
- CBRE (Los Angeles, CA)
- …countries. CBRE serves clients through four business segments: Advisory (leasing, sales , debt origination, mortgage serving, valuations); Building Operations & ... structure. + Proven experience in Client Care/Client Relations/Investor Relations/Product Specialist role within an investment management firm. + Prior experience… more