- Citigroup (Bronxville, NY)
- …and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment ... This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage ...a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a… more
- Truist (Orlando, FL)
- …delivery of a broad range of retail solutions including banking, mortgage , planning, investments, and insurance services. Leverage the Truist referral network ... and maintain excellent working relationships with various Truist teammate product and service specialists (Integrated Relationship Management [IRM] partners) who… more
- Berkshire Bank (Whitesboro, NY)
- …and account maintenance. Key Accountabilities: + Advises clients on product selection, capitalizes on relationship building opportunities, and establishes new ... accounts. Originates/closes consumer loans and second mortgage products, ensures proper documentation for all account maintenance, and handles safe deposit rentals… more
- JPMorgan Chase (Plano, TX)
- …in large organizations + Demonstrated proficiency in technical solutions, vendor product knowledge, managing vendor relations, and implementing solutions + Advanced ... of Encompass including how to configure the system for mortgage workflows + Experience leading a team within the... workflows + Experience leading a team within the mortgage technology space + Experience in working with vendors… more
- Truist (Tampa, FL)
- …and advice delivery model with clients and prospects * Partners with Truist product specialists, including investments, trust, mortgage , insurance, etc., using a ... to support client service and business development efforts (eg credit, mortgage , planning, investment, trust and fiduciary services, and insurance services) in… more
- Bank of America (Newton, MA)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in ... and other tools and resources. Provide technical expertise in certain product areas (eg Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation)… more
- Truist (Charlotte, NC)
- …Serve as a technical expert in particular area(s) of specialization. Support Mortgage and HELOC lines of business with Originations activities, including Agency ... Portfolio loans, Construction/Perm Lending and Assumptions, and including Correspondent Mortgage Lending activities. Partner with Compliance and Risk partners in… more
- Citigroup (Boca Raton, FL)
- …and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment ... This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage ...a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a… more
- Bank of America (Brooklyn, NY)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in ... exceptional client experience **Required Qualifications:** + Minimum of 2 years of mortgage origination experience. In lieu of this requirement, has previously held… more
- JPMorgan Chase (Columbus, OH)
- …financial products. **Job Responsibilities** + Convert warm inbound and outbound leads into mortgage loan applications. + Utilize our CRM tool to log all customer ... selling techniques in a call center environment. + Recommend optimal product /rate program combinations to prospects. + Ensure compliance with applicable statutes… more