- Wells Fargo (Seal Beach, CA)
- …secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is ... Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in...customers + Knowledge and understanding of financial services consumer lending products + Ability to educate and connect customer… more
- Berkshire Bank (Worcester, MA)
- …needed, for the servicing of checking, money market, commercial, consumer, mortgage , insurance, merchant services, cash management and wealth management. Maintains ... personalized, convenient and confidential customer service; coordinates account openings, loan documentation processing and ongoing account transactions to ensure… more
- SitusAMC (New York, NY)
- …investigation and/or revision Participate in presentations and discussions with clients, mortgage brokers, loan syndication partners, rating agencies, B buyers ... Oversee a deal origination team to prepare and present lending packages for internal credit approval and rating agency/...and mezz lenders regarding loan structure, sponsorship, legal, property, market, pricing, and underwriting… more
- First Horizon Bank (Scottsdale, AZ)
- …decisions and ensure proper document storage. + Review commitment letters, loan documentation, past dues (particularly maturing and renewing credits). + Provide ... of credit decisions, account issues, and answering questions. + Work with the loan administration and client specialists to manage loan maintenance including… more
- First Horizon Bank (Raleigh, NC)
- …to maintain the office and document processing. **Responsibilities** + Provide Commercial Lending Support to Commercial Relationship Managers + Review and Fund Loans ... + Assist with maintaining Relationship Managers portfolios - clear loan , collateral and deposit exceptions, credit exceptions, assist with past dues + Be able to… more
- Banc of California (Menlo Park, CA)
- …and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California ... and individual origination activities to appropriately grow on balance sheet deposits, loan commitments, loan outstandings, and non-interest income, all while… more
- Banc of California (San Luis Obispo, CA)
- …and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California ... position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home… more
- Insight Global (San Diego, CA)
- …with Encompass Loan Origination System (LOS) Experience working in the mortgage or financial services industry Moderate level of proficiency with data entry, ... a number of activities related to the companys Construction Lending Team and Assumption Lending Team functions. The role is primarily responsible, under general… more
- Zions Bancorporation (Phoenix, AZ)
- …for making appropriate referrals for other bank products and services, including commercial lending products. + Follows up with clients as needed. + May be ... or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education… more
- Truist (Charlotte, NC)
- …including: FAs, Insurance Specialists, Wealth Lending Officers, Small Business Specialists, Mortgage Loan Officers, etc. The Wealth Private Advisor will be ... should have working knowledge and experience in investments, banking, insurance, and lending products to provide appropriate recommendations to meet client needs and… more