- City National Bank (Newport Beach, CA)
- …and promoting solutions to client needs, and actively embracing the Bank 's segmentation strategy by referring new business to the appropriate segment/business ... good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must...new client relationships and deepen existing client relationships; provide senior support and act as a role model to… more
- City National Bank (Los Angeles, CA)
- *PROCESS DEVELOPMENT & TRAINING LEAD* WHAT IS THE OPPORTUNITY? The Senior Policy & Procedure Writer will be responsible to develop, update, and maintain policies, ... capability to translate complex processes into clear, user-friendly documentation. The Senior Policy & Procedure Writer will collaborate with stakeholders across the… more
- City National Bank (Los Angeles, CA)
- …jumbo and government-insured loans (FHA, VA, USDA). Provide oversight on mortgage secondary marketing activities, including whole loan sales, bulk loan trades ... and exception lending trends to ensure alignment with the bank 's risk appetite. WHAT WILL YOU DO? * Review...alignment to risk appetite. * Assess emerging risks in mortgage portfolios and ensure alignment to Regulatory requirements including… more
- City National Bank (Los Angeles, CA)
- …commercial banking, entertainment banking, and private banking segments. Follows Bank segmentation policy and collaborates with the appropriate Relationship Managers ... Team Leaders at the various business units within the Bank when closing deals and implementing banking services. Documents...all calling activity in SalesForce and provides reports to Senior BDO Team Lead in an accurate and timely… more
- Bank of America (San Francisco, CA)
- …to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific ... growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the… more
- Bank of America (Carlsbad, CA)
- …to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific ... 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
- Bank of America (North Hollywood, CA)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/North-Hollywood/Financial-Center-Assistant-Manager\_25040060) **Job Description:** _At Bank of America, we are ... of flexibility for our teammates and businesses based on role-specific considerations._ _At Bank of America, you can build a successful career with opportunities to… more
- BMO Financial Group (Newport Beach, CA)
- …(the SAFE Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the ... decisions as a trusted advisor. + Makes recommendations to senior leaders on strategy and new initiatives, based on...investment. + Establishes strong partnerships with BMO colleagues and senior leaders in the designated market. + Acts as… more
- City National Bank (San Francisco, CA)
- …with the City National Bank 's ("CNB") and Business Control Officer ("BCO") and Senior Business Control Manager for US Mortgage Banking and will partner with ... with team members to contribute concise reporting and communication materials for senior management. Develop presentations for internal and external meeting that are… more
- BMO Financial Group (San Jose, CA)
- …(the SAFE Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the ... financial progress by understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned… more