- City National Bank (Los Angeles, CA)
- …correctly. * Attend client meetings at PB, Sales Manager , or Credit Manager 's request to facilitate delivery of credit product and/or assist in problem ... good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must...balanced and appropriate credit guidance to PB and Sales Manager and collaborate in determining appropriate credit strategy. *… more
- TD Bank (New York, NY)
- …sale representatives, educating end clients on the variety of uses for the product including but not limited to: estate planning, life purchases, tax planning, ... Act, 12 CFR Part 1026.36; and the definition of Mortgage Loan Originator as defined under the Secure and...have regular career, development, and performance conversations with your manager , as well as access to an online learning… more
- Carrington (Oklahoma City, OK)
- …guidelines following company's policies and procedures under general supervision. Our loan product offers extremely competitive rates and terms- the best in the ... A thorough knowledge of **Non Agency or NON QM** mortgage loan underwriting. + Maintains highly confidential information concerning...in the most efficient manner possible. + Professional account manager 's partner with you and your brokers to add… more
- Liberty Bank (Middletown, CT)
- …to Four years' experience in secondary market, loan shipping or closing area. * Product knowledge to include all types of mortgage loans. Ability to effectively ... initiatives and investment. SUMMARY OF THE JOB: Reporting to the Secondary Market Manager , the incumbent is responsible for the successful delivery of loans to the… more
- Bank of America (Durham, NC)
- …align with the client's unique priorities * Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering ... is responsible for originating loans for clients with residential mortgage needs and is the primary lending specialist working...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Palm Beach, FL)
- …relationships that serve as a recurring source of referrals for new mortgage lending opportunities from Bank of America Merrill Financial Advisors. Key ... borrowers, determining customer financing objectives, and advising customers of product /pricing policies and guidelines, while maintaining regulatory and compliance… more
- Carrington (Anaheim, CA)
- …a hybrid schedule in our Anaheim or Aliso Viejo, CA offices.** The Mortgage Senior Financial Analyst will be responsible for conducting and providing quantitative ... and analyzes financial information for assigned accounts, products or product lines, or business units in order to track...a lead or subject matter expert in absence of manager . + Support the development of presentations for senior… more
- Bank of America (Chicago, IL)
- …managers/advisors. He/she must demonstrate strong credit/underwriting skills with a deep level of mortgage product knowledge, and an ability to work within GWIM ... approach, the RRES facilitates structure and pricing of the product (s) that best fits the clients overall financial objectives....custom mortgage guidelines. The RRES has a minimum of 10… more
- Truist (Orlando, FL)
- …**Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the ... of a broad range of retail solutions including banking, mortgage , planning, investments, and insurance services. Leverage the Truist...time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell,… more
- Berkshire Bank (Whitesboro, NY)
- Division: Retail Banking Department: Various Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 6 Pay Range: $19.00 - $31.86 Actual ... and account maintenance. Key Accountabilities: + Advises clients on product selection, capitalizes on relationship building opportunities, and establishes new… more