- First Horizon Bank (Wilkesboro, NC)
- …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 (Columbia, SC)
- …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
- Wells Fargo (Miami Beach, FL)
- …to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial advisors to understand ... As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations....Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in… more
- Amalgamated Bank (Washington, DC)
- …to OFAC, LexisNexis and various AML systems 14.Start all Commercial Real Estate loan packages by processing initial deposit, assigning mortgage number, creating ... team to provide client support where required 2.Perform all new account openings and account maintenance within Commercial Banking based on client request and… more
- DR Horton, Inc. (Vienna, VA)
- …for the entry-level and first time move-up markets. The Company also provides mortgage financing and title services for homebuyers through its mortgage and ... tasks of the Escrow Receptionist * Prepare and send opening letters and "thank you" acknowledgements to all parties...provide wiring instruction * Clear title requirements * Prepare loan packages for return to lender * Prepare simple… more
- BMO Financial Group (Naperville, IL)
- …to clients/prospects. + Participates in activities for client meetings and account opening documentation. + Assists with the development of client communications as ... account administration as per guidelines. + Verifies and processes loan drawdowns, ensuring they are within the terms of...activities. + Identifies, records and advises banker / relationship manager of any credit &/or risk management issues +… more
- JPMorgan Chase (Chicago, IL)
- …Client Manager on pipeline status and updating borrowers on the status of their loan . + Assist the Client Manager in building customer and real estate broker ... locking interest rates at the request of the Client Manager . + Develop a working knowledge of treasury services...products and process in order to assist customers with opening accounts. + Collaborate with the Treasury Management Officer… more
- UMB Bank (Rust, MI)
- …what the Banker can do to assist our customers-which include (not limited to) opening accounts, accepting loan applications and processing wire transfers. As we ... and standard branch transactions such as: address changes, check cashing, deposits and opening deposit and loan accounts. + Collaborating with internal partners,… more
- DR Horton, Inc. (Kirkland, WA)
- …for the entry-level and first time move-up markets. The Company also provides mortgage financing and title services for homebuyers through its mortgage and ... tasks of the Escrow Receptionist * Prepare and send opening letters and "thank you" acknowledgements to all parties...provide wiring instruction * Clear title requirements * Prepare loan packages for return to lender * Prepare simple… more
- Fifth Third Bank, NA (Newnan, GA)
- …They will also spend some of their time alongside the Financial Center Manager engaging in outside business development. GENERAL FUNCTION: Selected candidates are ... + Establish close working relationships with assigned Business Partners ( Mortgage , Small Business, Commercial and Investment), referring customers when appropriate… more