- Bank of America (New York, NY)
- …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
- City National Bank (New York, NY)
- …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 (New York, NY)
- …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
- Citigroup (Brooklyn, NY)
- …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
- Citigroup (New York, NY)
- …clients to the appropriate partners as necessary (eg leverage video conference for FA, mortgage specialist , etc.) + Take full ownership of clients' problems to ... deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen… more
- Bank of America (New York, NY)
- …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
- CBRE (New York, NY)
- …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