- Wells Fargo (Charlotte, NC)
- …and private corporations. **About this role:** Wells Fargo is seeking a Transaction Manager supporting its Commercial Mortgage Loan & Securities Finance ... capital markets and advisory solutions, including a full complement of sales , trading and research capabilities, to corporate, government and institutional clients.… more
- 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...and Development for your position or approved by your Manager as required. + Provide solutions to member financial… more
- Newtown Savings Bank (Newtown, CT)
- …collaboratively when working with other bank partners including Commercial Lending Officers, Mortgage Loan Officers, and other Retail Banking employees to ... Assist in account opening when needed and accept business loan applications within the scope of the Small Business...with assigned branches. In conjunction with the Customer Experience Manager , participate in supporting regular branch sales … 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 ... of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio… more
- Citigroup (Ridgewood, NJ)
- …Group 1 Insurance License + This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and ... of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio… 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 ... to Lending Consultants and Wealth Solutions Advisors, Small Business Partners, Relationship Manager , etc.) + Anticipate the complex financial needs of the client and… more
- Wells Fargo (Palm Desert, CA)
- …to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial advisors to understand ... As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations....Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in… more
- Bank of America (San Francisco, 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
- Hills Bank (North Liberty, IA)
- …the highest standard. + Receive and process checking and savings account transactions, mortgage and consumer loan payments, credit card transactions, etc. + ... account transactions, as well as customer services such as sales of money orders. The teller has primary responsibility...As needed, purchase working money supply from Assistant Branch Manager /Branch Manager + Count and verify currency.… 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 ... the branch. This role proactively generates new deposit accounts, loan applications and investment referrals and will proactively generate...Manager to drive staff to achieve operational and sales goals. Lead in the absence of the Customer… more