- Access Dubuque (Dubuque, IA)
- …banking inquiries both in person and over the phone. **Performance Expectations** + Successful sales of new loan and deposit products by attaining personal ... Opening of Business and Consumer New Deposit, Safe Deposit Box and Loan Accounts. + Process transfer requests, maintenance recurring transactions and other routine… more
- Newtown Savings Bank (Newtown, CT)
- …and enhance profitability. Accurately respond to customer inquiries and identify new sales opportunities. Refer customers to Commercial Lending, Mortgage and ... operation of the branches. This role proactively generates new deposit accounts, loan applications and investment referrals and will proactively generate leads for… more
- Bank of America (Duluth, GA)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. We're a culture that...put your mind to. * Is comfortable in a sales role, finding ways to nurture strong relationships with… more
- BMO Financial Group (Los Angeles, CA)
- …and customers. + May act as lead relationship manager. + Supports the sales process and client experience, identifying gaps, issues and best practices. + Ensures ... and concerns, both internal and external. + Performs client sales & service support activities as required to meet...of execution. + Oversees the set-up, maintenance, advances / loan drawdowns and related account administration within the terms… more
- Bank of America (Pittsburgh, PA)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. + We're a culture...put your mind to. + Is comfortable in a sales role, finding ways to nurture strong relationships with… more
- Regions Bank (Indianapolis, IN)
- …broad range of bank products and services (trust, insurance, deposits, credit, mortgage , investment, etc.) to affluent clients. This role is responsible for ... transactions o Enters and maintains appropriate client records in CRM tools, loan closing document preparation and assistance o Responds to client requests for… more
- SitusAMC (New York, NY)
- …with securitization offering documents (Securitization Term Sheets, OC/OMs, etc.), mortgage loan legal documents including Third-Party reports (Appraisals, ... materials including standalone term sheets, conduit top 10 large loan write ups and roadshow sales notes...10 large loan write ups and roadshow sales notes + Stratify financial information for standalone and… more
- Federal Home Loan Bank of Boston (Boston, MA)
- …Boston Apply Now (https://phh.tbe.taleo.net/phh01/ats/careers/v2/applyRequisition?org=FHLBBOSTON&cws=38&rid=446) The Federal Home Loan Bank of Boston is a leading ... 420 financial institutions across the region. The Federal Home Loan Bank of Boston is committed to making New...credit policies, risk frameworks, and regulatory requirements within the sales team and serve as the liaison between the… more
- Berkshire Bank (Arlington, VT)
- …internal committees, programs, and initiatives.40% + Manages Financial Center Sales & Operations:stays abreast of new products/services/promotions. Educates and ... center goals and objectives.20% + Serves as part of Loan Origination Process:answers client inquiries, collects information, processes ...Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE… more
- Eastern Bank (Sharon, MA)
- …the following activities: + Opens deposit accounts + Prepares and processes loan applications for various lending units ( mortgage , consumer, small business, ... of all monetary instruments + Process foreign currency purchases and sales + Process various types of loan payments and credit card cash advances + Relative to… more