- M&T Bank (Buffalo, NY)
- **Overview:** Serves as credit and lending expert to High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients and is primarily responsible for sourcing, ... transactions for UHNW clients. **Primary Responsibilities:** + Serve as credit and lending subject matter expert and provide advice and guidance to clients and… more
- Eastern Bank (Salem, MA)
- …the following activities: + Opens deposit accounts + Prepares and processes loan applications for various lending units (mortgage, consumer, small business, ... loans for customers for applicable business lines (ie consumer lending ) + Makes referrals to other bank business lines...currency purchases and sales + Process various types of loan payments and credit card cash advances + Relative… more
- Chartway Federal Credit Union (St. George, UT)
- …and support economic growth. + Partner with internal teams to refer small business lending and commercial real estate (CRE) loan opportunities to the business ... Vice President of Retail and collaborates closely with the VP of Commercial Lending . Responsible and Accountable for: + Lead business development efforts to acquire,… more
- Eastern Bank (Winchester, MA)
- …the following activities: + Opens deposit accounts + Prepares and processes loan applications for various lending units (mortgage, consumer, small business, ... loans for customers for applicable business lines (ie consumer lending ) + Makes referrals to other bank business lines...currency purchases and sales + Process various types of loan payments and credit card cash advances + Relative… more
- Eastern Bank (Bedford, NH)
- …Account Representative Duties: + Opens deposit accounts + Prepares and processes loan applications for various lending units (mortgage, consumer, small business, ... loans for customers for applicable business lines (ie consumer lending ) + Ability to process ATM, ITM, TCR and...currency purchases and sales. + Process various types of loan payments and credit card cash advances. + Relative… more
- Eastern Bank (Norwell, MA)
- …the following activities: + Opens deposit accounts + Prepares and processes loan applications for various lending units (mortgage, consumer, small business, ... loans for customers for applicable business lines (ie consumer lending ) + Ability to process ATM, ITM, TCR and...currency purchases and sales. + Process various types of loan payments and credit card cash advances. + Relative… more
- Bangor Savings Bank (Bangor, ME)
- …+ Document lending decisions and complete required screens in the loan origination system that include accurate completion of the underwriting documents as well ... + Perform a detailed review of the residential mortgage and consumer loan application and documentation as submitted to determine services, disclosures and actions… more
- Truist (Greensboro, NC)
- …Fundamental duties include ensuring that the risk philosophy, risk appetite, and lending strategies are adhered to while maintaining a high level of client ... a wide variety of financial structures, credit scenarios. Ensure commercial lending activities are executed according to Truist's policies and procedures. Builds… more
- Bank of America (Newport Beach, CA)
- …loans for clients with residential mortgage needs and is the primary lending specialist working full time within the financial center. Key responsibilities include ... delivering First Mortgage and HELOC lending products in person or by telephone and providing...the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry… more
- PenFed Credit Union (Phoenix, AZ)
- …Digital Sales Loan Officers and recommend strategies to the Home Lending Executive team. + Develop, execute, and communicate production plans across the channels ... the strategy, growth, and performance of the Digital Directors, Managers, and Loan Officers as they support sales production, conversion rates, LO efficiency,… more