- PNC (Naples, FL)
- …and have an opportunity to contribute to the company's success. As an Onboarding Specialist within PNC's Linga organization, you will be based in Naples, FL. Key ... follow-up actions in CRM systems. * Collaborate closely with Sales , Support, and Onboarding Leadership to ensure handoff consistency...any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the… more
- Anywhere Real Estate (Boca Raton, FL)
- **Ready to be part of something great?** We're looking for a **Regional Support Specialist (RSS)** to join our Coldwell Banker team. This role is the heartbeat of ... Manager with maintaining office promotional items, preparing for and coordinating sales meetings, leading new agent orientations, supporting office culture, and… more
- Anywhere Real Estate (Fort Myers, FL)
- …24+ years and we are looking for an enthusiastic and strategic Field Marketing Specialist to support local real estate agents by helping them build their business ... coaching, culture and helping them build personal wealth) + Helping real estate sales agents create a digital marketing strategy using social media (organic and paid… more
- SitusAMC (Tallahassee, FL)
- …changes to the data warehouse as needed + Notating and alerting of loan sales and transfers + Develop, document, and maintain standards, best practices, or system ... + Proficient with Microsoft Office Word and Excel + 1-2 years of mortgage experience is desired + Capable of creating and manipulating spreadsheets, including pivot… more
- Bank of America (Fort Lauderdale, FL)
- …Description:** This job is responsible for originating loans for clients with residential mortgage needs and is the primary lending specialist working full time ... within the financial center. Key responsibilities include delivering First Mortgage and HELOC lending products in person or by telephone and providing products such… more
- TD Bank (Tequesta, FL)
- …customer relationships, putting the customer first and referring them to the right Specialist to ensure we are meeting their needs and providing the best advice ... closings + Maintains an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) **Education & Experience:** + Undergraduate degree… more
- First Horizon Bank (Tampa, FL)
- …to support client service and business development efforts (eg credit, mortgage , planning, investment, trust and fiduciary services, and insurance services) in ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
- Truist (Bal Harbour, FL)
- …delivery of a broad range of retail solutions including banking, mortgage , planning, investments, and insurance services. Leverage the Truist referral network ... and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery… more
- Truist (Jupiter, FL)
- …to support client service and business development efforts (eg credit, mortgage , planning, investment, trust and fiduciary services, and insurance services) in ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
- Citigroup (Fort Lauderdale, FL)
- …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