- JPMorgan Chase (New York, NY)
- …qualifications, capabilities and skills:** + Minimum 2 years' experience in mortgage lending, with inside sales /customer service background. + Excellent ... Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will...why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver… more
- JPMorgan Chase (New York, NY)
- …client experience excellence? Come join JPMorgan Private Client as a Client Experience Specialist to help support a team that is dedicated to delivering unparalleled ... service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division,...needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of… more
- First Horizon Bank (Raleigh, NC)
- …site at location listed in job posting **Summary** Supports the clients and sales staff by performing moderate complex daily clerical functions to maintain the ... + Assist with maintaining Relationship Managers portfolios - clear loan , collateral and deposit exceptions, credit exceptions, assist with...and 3 - 5 years experience in a Client Specialist position + 5+ years customer service experience in… more
- Regions Bank (Orlando, FL)
- …of the system. **Job Description:** At Regions, the Private Wealth Management Relationship Specialist assists in the coordinated delivery of a broad range of bank ... products and services (trust, insurance, deposits, credit, mortgage , investment, etc.) to affluent clients. This role is...Enters and maintains appropriate client records in CRM tools, loan closing document preparation and assistance + Responds to… more
- First Horizon Bank (Sugar Land, TX)
- …site at location listed in job posting **Summary** Supports Bank clients and sales staff by performing moderately complex daily clerical functions, to maintain the ... needs + Assist with maintaining Relationship Managers' portfolios - clear loan , collateral and deposit exceptions, credit exceptions, assist with past dues… more
- SitusAMC (Tallahassee, FL)
- …data changes to the data warehouse as needed + Notating and alerting of loan sales and transfers + Develop, document, and maintain standards, best practices, ... + Proficient with Microsoft Office Word and Excel + 1-2 years of mortgage experience is desired + Capable of creating and manipulating spreadsheets, including pivot… more
- Bank of America (Culver City, CA)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system ... is responsible for originating loans for clients with residential mortgage needs and is the primary lending specialist...loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email,… more
- TD Bank (Flanders, NJ)
- …Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for ... the customer first and referring them to the right Specialist to ensure we are meeting their needs and...+ Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide… more
- Columbia Bank (Kent, WA)
- …as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage , arrange a mortgage , assist ... The ABM also processes transactions, places clients in appropriate account and loan products, cross-sells other bank services and makes referrals to other… more
- Columbia Bank (San Luis Obispo, CA)
- …as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage , arrange a mortgage , assist ... The ABM also processes transactions, places clients in appropriate account and loan products, cross-sells other bank services and makes referrals to other… more