- 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
- Truist (Philadelphia, PA)
- …with specific go-to-market strategies to increase market share. This role manages Sales Leaders who lead Bankers across multiple segments (Commercial, Middle Market, ... activities may change from time to time. 1. Assume overall responsibility for sales management for the region, optimizing resources and tools to enable sales… more
- JPMorgan Chase (Los Angeles, CA)
- …and skills** + A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence + ... record of delivering an exceptional client experience + Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines… more
- KeyBank (Ambler, PA)
- …will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals (required) + Demonstrated ... in-person branch team, ensuring understanding of Key's products and services, Key's sales and service process and the competitive landscape, while instilling Key's… more
- Truist (Belleair Bluffs, FL)
- …proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and ... to meeting or exceeding client service as well as individual and branch sales targets by offering products and services and developing, expanding and retaining… more