- Bank of America (Melville, NY)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management +… more
- Charles Schwab (Mount Kisco, NY)
- …will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your ... in additional to furthering your own professional development in Wealth Management . Pursuant to SAFE Act requirements,...to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the… more
- City of New York (New York, NY)
- … for an assigned group of projects, including financial underwriting and project management through the loan commitment, loan closing, construction and ... of Development creates and preserves affordable homes to facilitate generational wealth -building, maintain housing quality, and address the legacy of discrimination,… more
- Wells Fargo (New York, NY)
- …with complex financial goals. + Proven success supporting Financial Advisors and Wealth Management professionals, particularly in consultative and sales support ... a defined region or business channel, driving growth in loan volume and product adoption. This role involves partnering...Wells Fargo is seeking a Lending Director within the Wealth and Investment Management division, supporting the… more
- Carrington (Albany, NY)
- …case management system, preferably Legal Tracker. **Our Company:** Carrington Mortgage Holdings is a holding company whose primary businesses include asset ... to $95,000.00 **What you'll do:** + Open and maintain matters in case management system, including handling incoming mail and service of process. + Assist in… more
- Carrington (Albany, NY)
- …Proven consultation and influencing skills in a business environment required. + Mortgage loan servicing and/or originations experience highly preferred. + ... & Development Manager will be part of the Learning & Leader Development management team, this role is responsible for developing and driving the strategy and… more
- Arrow Financial Corporation (Glens Falls, NY)
- …across northeastern New York, including online and mobile banking, wealth management , money market and deposit accounts, and mortgage , consumer and ... variety of administrative functions associated with the processing of indirect loan documents, disbursement of funds to dealerships, lien perfection processing… more
- JPMorgan Chase (Latham, NY)
- …of today and the future, you will collaborate with our partners in Chase Wealth Management , Business Banking and Home Lending to provide a seamless experience ... College degree or military equivalent + 2+ years of management or Retail Banking experience + Strong desire and...the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this… more
- Arrow Financial Corporation (Glens Falls, NY)
- …across northeastern New York, including online and mobile banking, wealth management , money market and deposit accounts, and mortgage , consumer and ... Falls, New York headquarters. ESSENTIAL JOB FUNCTIONS : > Contact past due loan customers via phone and mail according to department guidelines. Record customer… more
- Arrow Financial Corporation (Glens Falls, NY)
- …across northeastern New York, including online and mobile banking, wealth management , money market and deposit accounts, and mortgage , consumer and ... accurately reflected. > Ensure that all accounting sub-processes (Allowance for Loan and Lease Losses (ALLL)/Current Expected Credit Losses (CECL), Financial… more