- JPMorgan Chase (Bellevue, WA)
- …thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore ... the opportunity to take initiative, act entrepreneurially, and contribute to the Bank 's growth in a team environment. **Job responsibilities** + Develop new and… more
- Vibe Credit Union (Ferndale, MI)
- …Program (CIP), Customer Due Diligence (CDD) and Secure and Fair Enforcement for Mortgage Licensing Act (SAFE) daily to ensure compliance with current ... team is trained and compliant with policy, procedures and regulations as related to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification… more
- Capital One (Mclean, VA)
- …to overseeing and managing the operational aspects of Fannie Mae and Freddie Mac multifamily mortgage loan closings. Must be able to handle the pressure of a busy ... mortgage finance company and meet strict corporate and GSE...payoffs and subordinations * Confirm loan information in all bank and GSE delivery systems/portals are accurate. * Review… more
- Capital One (Mclean, VA)
- …and managing the operational aspects of Fannie Mae and Freddie Mac multifamily mortgage loan closings. Able to analyze issues and process information for sound ... be able to handle the pressure of a busy mortgage finance company and independently meet strict corporate and...prior to settlement. + Confirm loan information in all bank and GSE delivery systems/portals are accurate. + Review… more
- Citizens (Plano, TX)
- …with exciting new challenges and opportunities to stretch yourself! As the Home Mortgage Consumer Direct Sales Manager , you will be responsible for providing ... which is focused on generating sales of Citizens' home lending products including mortgage and home equity loans through leads and applications. These will be… more
- Citigroup (New York, NY)
- …business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through ... Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance...new clients with the goal of bringing in new bank and brokerage assets + Deepen relationships with existing… more
- BMO Financial Group (Los Angeles, CA)
- …makes credit recommendations/decisions in accordance with sound credit-granting principles and compliance with the Bank 's philosophy and principles outlined in ... members and customers. + May act as lead relationship manager . + Supports the sales process and client experience,...position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank … more
- Truist (Greensboro, NC)
- …**Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the ... of a broad range of retail solutions including banking, mortgage , planning, investments, and insurance services. Leverage the Truist...time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell,… more
- Banc of California (Los Angeles, CA)
- …due diligence items and legal documents required to ensure accurate closings and compliance with bank and regulatory requirements and procedures. + Identify any ... in place. Collecting and reviewing evidence of insurance to confirm coverage is in compliance with bank and regulatory requirements. May Perform final review of… more
- BMO Financial Group (Chanhassen, MN)
- …Complies with legal and regulatory requirements for the jurisdiction. + Protects the Bank 's assets in compliance with all regulatory, legal, and ethical ... (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… more