• Analyst, Investment Accounting Operations

    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
    Lincoln Financial (10/03/25)
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  • Investment Account Support Specialist Safe ACT,…

    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
    Citigroup (09/20/25)
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  • Senior Wealth Advisor SAFE Act - Arlington & Main

    Citigroup (Arlington Heights, IL)
    …+ Group 1 insurance + This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and ... years of experience + 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
    Citigroup (08/13/25)
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  • Relationship Banker - Clemson Main

    Wells Fargo (Clemson, SC)
    …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...to make client calls and actively participate in the sales development process + Knowledge and understanding of retail… more
    Wells Fargo (10/16/25)
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  • Relationship Banker - North Orange County District

    Wells Fargo (La Habra, 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...to make client calls and actively participate in the sales development process * Knowledge and understanding of retail… more
    Wells Fargo (10/11/25)
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  • Wealth Management Specialist

    Bank of America (San Antonio, TX)
    …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... Specialist role. This position operates in a marketing and sales development role by implementing and executing the Elite...the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the… more
    Bank of America (10/11/25)
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  • Advisor Development Program - Financial Solutions…

    Bank of America (Redding, CA)
    …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... changes. + Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. We're a culture that + Believes in… more
    Bank of America (08/08/25)
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  • Assisting Banking Center Manager

    First Horizon Bank (Chattanooga, TN)
    …Promote a positive work culture by increasing and supporting associate engagement. ** Sales and business development** * Implement and coach advice driven sales ... all other deposit product services at the client's request. * Take loan applications for retail/small business loans as required. * Explain product benefits,… more
    First Horizon Bank (10/04/25)
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  • Bilingual Spanish - Mobile Banking Personal Banker

    PNC (Cleveland, OH)
    …for establishing connections between clients and PNC partners (ie. PNC Investment, PNC Mortgage , and other consumer loan solutions) based on clients' financial ... Description** + Builds the retail customer base through proactive, outbound quality sales conversations. Creates customer loyalty and grows customer share of wallet… more
    PNC (10/04/25)
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  • Member Contact Center Representative (Costa Mesa…

    Financial Partners Credit Union (Costa Mesa, CA)
    …business. + Make referrals to CUSO for financial planning, investments, insurance and mortgage loan products. + Take advantage of all opportunities to complete ... for all products + Process check orders, wire requests, loan payments, stop payments, VODs, etc. + Attend training...on pre-approval status and process. + Consistently meet assigned sales goals by minimum of 75% + Take secured… more
    Financial Partners Credit Union (09/20/25)
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