- City National Bank (Sun Valley, CA)
- …IS THE OPPORTUNITY? This position is responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, and ... and business development calling efforts. Actively engages in the sales process of the branch to ensure attainment of...good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must… more
- Citigroup (Jacksonville, FL)
- …making investment/banking referrals, as well as managing and fulfilling banking and lending needs. This role involves handling equal distribution of both inbound and ... products, services and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking, credit,… more
- Wells Fargo (Bronx, NY)
- …means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in ... solutions and services + Identify client needs and goals for business, mortgage , retirement, and investment services, then partner closely with peers in Business… more
- Main Street Bank (Pepperell, MA)
- …and provides referrals to other areas of the Bank, such as Commercial and Mortgage Lending , to help fully develop banking relationships. + In the performance ... actively ensure the teller line operates at peak performance, including staffing, sales , and service functions. They may delegate responsibilities and assignments as… more
- Wells Fargo (Farmington, UT)
- …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...customers * Knowledge and understanding of financial services consumer lending products * Ability to interact with integrity and… more
- First Horizon Bank (Greensboro, NC)
- …Relationship Manager will provide business depository, treasury management, and business lending solutions to those individuals. In addition, you are responsible for ... effectively work with various specialists and partners who are designated to support client service and business development efforts (eg credit, mortgage ,… more
- Banc of California (Santa Ana, CA)
- …supporting organizations that provide financial literacy and job training, small business support , affordable housing, and more. At Banc of California, our success ... on specific industries or clients. Acts in an independent fashion from the sales teams to structure and evaluate credit requests. Is responsible for determining the… more
- LTD Global (Livermore, CA)
- …a full range of financial products including personal and business banking, mortgage lending , and wealth management. It distinguishes itself through ... relationship-based service, local decision-making, and support for regional economic growth through philanthropic initiatives and community engagement. Position… more
- Advancial (Dallas, TX)
- …Mortgage and Midwest. Provide support to upper management to provide mortgage documents for loan participations and sales within the deadlines provided. ... loan payments. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Function as a Subject Matter Expert (SME) on Mortgage Loans providing service and support to Advancial … more
- City National Bank (Atlanta, GA)
- …in the assigned business segment and/or geographic areas. Actively engages in the sales process of the assigned Region to ensure the attainment of Regional and ... good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and be...banking experience required. * Minimum 8 years of commercial lending experience within the segment required. * Minimum 5… more