- Regions Bank (Clearwater, FL)
- …broad range of bank products and services (trust, insurance, deposits, credit, mortgage , investment, etc.) to affluent clients. This role is responsible for ... transactions + Enters and maintains appropriate client records in CRM tools, loan closing document preparation and assistance + Responds to client requests for… more
- PNC (Dallas, TX)
- …and work within Agile crews focused on solving business challenges related to First Mortgage and Home Equity products. This role is critical in guiding design and ... configuration solutions within the Empower Loan Origination System (LOS) and ensuring high-quality, customer-impacting changes. Documents Integration knowledge on… more
- PNC (Pittsburgh, PA)
- …Originations with Agile crews that solve for business problems related to First Mortgage and Home Equity products. The Software Engineer will be guiding the crews ... as well as responsible for design and configuration changes within the Empower Loan Origination System (LOS). Participate in crew ceremonies, such as daily stand… more
- M&T Bank (Getzville, NY)
- …and processing needed. + Understand difference between the claim types: Short Sales , Foreclosure Claims, Third Party Claims, Charge Off, Security Claims, Loss ... all invoices are included with the claim. + Research loan history for advances and deposits. + Contact various...clarification on advances. + Review and Consult with the Mortgage Insurance department regarding refunds. Review and consult with… more
- Bank of America (Newport Beach, CA)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... certain specified criminal history for the position: FDIC, Safe Act/ Loan Originators and FINRA. **Responsibilities:** + Leads the Client...proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be… more
- CBRE (San Francisco, CA)
- …countries. CBRE serves clients through four business segments: Advisory (leasing, sales , debt origination, mortgage serving, valuations); Building Operations & ... and reviewing investment summaries, redlining agreements (term sheet, JV documents, loan agreements), and participate in presentations to capital as well as… more
- Anywhere Real Estate (Everett, WA)
- …**Reliable supporter:** Providing outstanding assistance to the closing representative, so that sales go smoothly and we retain their business through white glove ... service. + **Document processor:** Preparing loan documents for signing, including vesting amendments when applicable, present loan documents and other records… more
- Bank of America (New York, NY)
- …and manage the closing process for both the buying and selling of CRE loan portfolios + Assist in preparing sales presentations for existing and potential ... Tier 1 investment bank. This junior/mid-level role would work alongside the senior loan /credit trader to analyze and price credit opportunities across a variety of … more
- BMO Financial Group (Scottsdale, AZ)
- …products and providing fee-based advice. + In-depth understanding of deposit and loan (including mortgage ) products and banking services. + Technical proficiency ... customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds,...referrals to business partners. + Supports the achievement of sales and performance targets for new asset sales… more
- Eastern Bank (Dorchester, MA)
- …Account Representative Duties: + Opens deposit accounts + Prepares and processes loan applications for various lending units ( mortgage , consumer, small business, ... all monetary instruments. + Process foreign currency purchases and sales . + Process various types of loan payments and credit card cash advances. + Relative to… more