- Banc of California (Anaheim, CA)
- …Bank Portfolio. Provides accurate, timely and extensive information for all client inquiries and requests, ensuring retention of profitable clients. Works with ... Letters of Intent for Borrower execution. + Interface with the prospective client , if directed, to collect all necessary financial information and formation… more
- Wells Fargo (New York, NY)
- …trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our ... four reportable operating segments: Consumer Banking and Lending , Commercial Banking, Corporate and Investment Banking, and Wealth and Investment Management. Wells… more
- Fannie Mae (Washington, DC)
- …business or legal decisions. *THE IMPACT YOU WILL MAKE* The Multifamily Legal - Associate General Counsel - Principal role will offer you the opportunity to work ... * Provide legal advice combining skill and knowledge in multifamily and commercial mortgage finance, real estate law, and corporate law with sound business acumen… more
- Umpqua Bank (Redmond, OR)
- …day to day operational excellence in the branch, supervising and leading the Client Service Specialists, and by providing Breakthrough Client Service. The ABM ... goals, and coach other team members to deepen customer relationships using Client and Business Financial Review. + Develops and maintains strong, long-term… more
- The Hartford (Hartford, CT)
- …detailed research on missing or late security payments, working with loan servicers or lending agents on payment details for Commercial Mortgage Loans or Bank ... is the pursuit of investment excellence centered on each client 's success, and we have developed a culture that...of Derivatives or Alternative Asset Sectors, such as Commercial Mortgage Loans, Private Equity, Private Direct Lending ,… more
- Fiserv (Frisco, TX)
- …Title** DNA PS Implementation Support, Loan Consultant **What does a successful Lending Implementation Consultant do?** Fiserv has a PS Lending Implementation ... core functions are easily transitioned while we prepare the client to manage their system independently. The Candidate will...system. + 2+ years of experience with SQL. + Associate degree or higher. + 2+ years of experience… more
- Access Dubuque (Dubuque, IA)
- …Industries Consultant - Governmental Advisory Services - Remo Eide Bailly Mortgage Lending Representative (Pennsylvania) Dupaco Community Credit Union Teller ... + Identify and refer potential leads for specialized services, such as Mortgage Loans, Business Loans, Business Services, Dupaco Insurance Services, Dupaco Financial… more
- Flatirons Bank (Longmont, CO)
- …includes Personal and Business Banking services, Professional Services Banking, Treasury Management, Mortgage Lending , and Commercial Real Estate Lending ... and document retention. The specific responsibilities are further outlined below: Client Service + Actively participate with the Treasury Management Manager,… more
- Berkshire Bank (Boston, MA)
- …memorable customer experiences and digital engagement. Supervise all Customer Service Associate (CSA) and Universal Banker positions to ensure the efficient and ... opportunities, including new deposit accounts for customers. Key Accountabilities: + Client Service (Teller) Line Supervision and Operations 40% + Coordinates CSA… more
- Truist (Ephrata, PA)
- …**Please review the following job description:** Responsible for providing an industry leading client service experience both in person and on the phone through the ... development and expansion of new and existing client relationships. Provides financial solutions that meet ...training classes and web-based learning. 6. Advises on consumer lending options and takes loan applications. 7. Adheres to… more