- JPMorgan Chase (Rochester, NY)
- …work together + Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts ... skills** + 1+ year of experience in Retail banking sales , Financial services sales , Consultative relationship ...the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this… more
- Wells Fargo (Minneapolis, MN)
- …Support more experienced level Private Bankers with account administration, sales activities, risk management, and relationship management, supporting multiple ... client correspondence and customized professional client presentation materials to support sales and marketing efforts + Research and resolve operational issues… more
- First Horizon Bank (Knoxville, TN)
- …site at location listed in job posting **Summary** Supports Bank clients and sales staff by performing moderately complex daily clerical functions, to maintain the ... needs + Assist with maintaining Relationship Managers' portfolios - clear loan , collateral and deposit exceptions, credit exceptions, assist with past dues… more
- Fifth Third Bank, NA (Kenwood, OH)
- …a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the ... Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or… more
- M&T Bank (Buffalo, NY)
- …developing markets. + Maximize the Department's profitability by maintaining a high-quality loan portfolio. Lead the Associates on deal analysis, due diligence, and ... with Closing and Compliance team to ensure accuracy and compliance around all loan closings. + Understand and adhere to the Company's risk and regulatory standards,… more
- Rock Family of Companies (Detroit, MI)
- …for maximum engagement and conversion + Partner closely with the product and sales teams to build in process nurturing journeys + Build deep understanding of ... of Benefits and Perks (https://www.myrocketcareer.com/working-here/benefits/) . **About us** **Rocket Mortgage (R)** was founded in 1985. Today, we're a Detroit-based,… more
- Citigroup (Greenburgh, NY)
- …Group 1 Insurance License + This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and ... serving in a financial advisory capacity + Experience in a proactive, successful sales and service role in the financial services industry + Strong analytical and… more
- Lincoln Financial (Des Moines, IA)
- …Management and Tax basis. They will be responsible to perform more complex mortgage loan and limited partnership research, analysis, and proper accounting ... and compliance with accepted accounting policies and principles. + Builds mortgage loans and limited partnership accounting knowledge and expertise and navigates… more
- Citigroup (Chino Hills, CA)
- …Group 1 Insurance License . This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and ... serving in a financial advisory capacity . Experience in a proactive, successful sales and service role in the financial services industry . Strong analytical and… more
- Citigroup (San Antonio, TX)
- …63 (Series 66 preferred). + This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and ... a team setting. + Experience in a proactive, successful sales and service role in the financial services industry...Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on… more