• Financial Analyst

    Conifer Realty LLC (Rochester, NY)
    …and financial documents (including property operating statements, audits, loan documents, regulatory agreements, organizational documents, etc.). + Communicate, ... deals along + Perform analysis related to tax credit syndication and mortgage placement. Evaluate debt and equity proposals and make recommendations. + Coordinate… more
    Conifer Realty LLC (08/20/25)
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  • Universal Banker - Arrow Main Office

    Arrow Financial Corporation (Glens Falls, NY)
    …Building and Sales > Excels in a detail-oriented, regulatory environment > Account Management About this position: Responsible for performing a complete range of ... all Federal, State, and local consumer protection laws governing loan origination including the SAFE Act and SAFE Act...appropriate to co-workers and customers. > Act in Branch Manager 's absence as needed. > Able to travel, using… more
    Arrow Financial Corporation (08/14/25)
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  • Wealth Management Specialist - NPD (FP)

    Bank of America (Gilbert, AZ)
    …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... to research escalated client issues for response/resolution​ **Skills:** + Account Management + Business Acumen + Client Management +...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
    Bank of America (08/08/25)
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  • Merrill Financial Solutions Advisor - Mountain…

    Bank of America (Bozeman, MT)
    …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... Counselor (CRPC) + Obtained insurance licenses ​ **Skills:** + Account Management + Client Investments Management + Client Management...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
    Bank of America (07/22/25)
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