- Raymond James Financial, Inc. (Pittsburgh, PA)
- **Summary of the** **Position:** The Treasury Management Specialty Sales Officer ("TMO") will execute the Treasury Management Specialty Sales Strategy. The TMO is ... **Requirements:** + Bachelor's Degree or equivalent + Certified treasury Professional (CTP) preferred but not required + 5+ years of experience in one or… more
- Wells Fargo (Charlotte, NC)
- …(IRA). **About this role:** Wells Fargo is seeking an Associate Estate Trust Officer - Associate Fiduciary Specialist focused on Estate Services within the Banking, ... experience and education. **Desired Qualifications:** + JD, CFP, or CTFA preferred + Knowledge and understanding of trust administration practices, fiduciary… more
- Citizens (West Palm Beach, FL)
- …are followed, while meeting sales goals and objectives. As a Mortgage Loan Officer your primary responsibilities include: + Go above and beyond for customers: Aspire ... Qualifications + BA/BS degree or equivalent experience in residential mortgage sales preferred + Three plus years of retail residential mortgage sales experience… more
- Wells Fargo (Austin, TX)
- …military experience, education **Desired Qualifications:** + JD, LLM, CFP or CTFA preferred + 2+ years of direct experience in administering estates and deceased ... grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including tax strategies + Ability to read, interpret and explain… more
- SMBC (Los Angeles, CA)
- …Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices ... for regulatory interactions and exam management for US regulators. The Regulatory Officer , Associate works with the Regulatory Relations team to implement and… more
- UNUM (Chattanooga, TN)
- …one or more direct reports in the form of a more junior level loan officer and/or analyst; as such, this position could entail helping to train, develop, and mentor ... related field, such as MBA, CFA, CPA, or JD preferred + 10 years minimum work experience in commercial...lending; solid knowledge of real estate finance, valuation and credit analysis, as well as real estate documentation +… more
- Rock Family of Companies (AZ)
- …communication, time management, results driven, teamwork and critical/strategic thinking skills ** Preferred Qualifications** + 3 years of experience in mortgage loan ... in an entrepreneurial environment **Job Summary** The Executive Loan Officer is the face of Rocket Mortgage to our...+ Evaluate client financial status and documents including their credit , employment, income, assets and property to ensure they… more
- Fifth Third Bank, NA (Akron, OH)
- …+ Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses, and transmitting the loan to LOMAS. + Collect ... + High school diploma or equivalent mandatory. Four-year college degree preferred . + Knowledge of conventional and/or government lending guidelines. + Knowledge… more
- Sam Houston State University (Huntsville, TX)
- … I: High school graduate or GED equivalent. Sixty semester hours of college credit preferred . Completed basic police training as required by Texas Commission on ... Law Enforcement ( TCOLE ), or currently completing TCOLE certification. Must successfully pass FEMA 100leb, 200b, 700a, and 800b. Must stay up-to-date with any continuing education, training, or recertification processes necessary to keep required… more
- Zions Bancorporation (Idaho Falls, ID)
- …needs, desires and other information.; obtain and review pertinent financial and credit data. + Be responsible for assisting customers with information about loan ... college degree and 4+ years of mortgage lending origination experience preferred , including residential construction experience or other directly related experience.… more