- FirstBank PR (Deerfield Beach, FL)
- …issues. Coordinate the loan processing of commercial loans and real estate mortgage loan applications under the loan officer's responsibility. Maintain ... counsel existing and prospective customers, on commercial loans and commercial mortgage loans, explain and discuss available options and programs; obtaining… more
- Middlesex Savings (Worcester, MA)
- …Representative I is responsible for the origination of residential and consumer loan products within assigned areas of the bank, in conformance with established ... support for sales activities, in order to increase consumer loan production and residential loan referrals. +...+ Provides coverage for other lending representatives and/or the Mortgage Center as assigned and may be needed to… more
- Wells Fargo (San Jose, CA)
- …solutions and services + Identify client needs and goals for business, mortgage , retirement, and investment services, then partner closely with peers in Business ... Banking Advisory Services, Mortgage , and Wealth and Investment Management to best meet...Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in… more
- Trustco Bank (Longwood, FL)
- …be finalized. The closing coordinator is also responsible for scheduling the mortgage loan closing with all parties. **ESSENTIAL DUTIES AND RESPONSIBILITIES** ... and works with an attorney for review. + Performs all steps of the mortgage closing process, ensuring that final closing conditions are met. + Ensures mortgage… more
- Raymond James Financial, Inc. (VA)
- …**Work Experience** General Experience - 6 to 10 years **Certifications** National Mortgage License (Any State) - Various State Agencies, Securities Industry ... all Private Client Banking (PCB) products which includes Cash Solutions, Mortgage , Securities Based Lending (including Margin) and Tailored Lending. Responsible for… more
- First Horizon Bank (Boca Raton, FL)
- …Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for the ... annual review, renewal, loan covenant compliance reviews and financial collection process within...**CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license , etc)** **None required** **About Us** First Horizon Corporation… more
- First Horizon Bank (Brentwood, TN)
- …and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications. * ... and make referrals to bank partners, including but not limited to mortgage , wealth, private client, and business banking. * Proactive Client Outreach: Conduct… more
- First Horizon Bank (Tampa, FL)
- …and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications + ... referrals to bank partners, including but not limited to mortgage , wealth, private client, and business banking + Proactive...**CERTIFICATES, LICENSES, REGISTRATIONS** (Ex: CPA, Series 6 or 7 license , etc) None required. **Hours** : + Monday -… more
- First Horizon Bank (Johnson City, TN)
- …complete data integrity reviews of all covered loans in compliance with the Home Mortgage Disclosure Act (HMDA) and the Community Reinvestment Act (CRA) in order to ... contribute to the data reported on the annual CRA Loan Register and HMDA Loan Application Register...**CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license , etc)** None required **About Us** First Horizon Corporation… more
- M&T Bank (Philadelphia, PA)
- …to business owners). Build relationships with non-branch business partners (eg business bankers, mortgage loan originators). + Perform basic sales duties. + May ... and services offered by Business Banking. + Evaluate financing requests, recommend loan structure, and submit complete loan application packages. + Research… more
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