- Citigroup (New York, NY)
- …role is to assist in providing a full range of support services to sales people and client segments. **Responsibilities:** + Answer, route, or handle inbound ... The Sales Support Representative SAFE Act is an entry...sale leads efficiently and with a high level of client satisfaction + Evaluate and select appropriate solution to… more
- Dickinson Financial Corporation (Overland Park, KS)
- …and HUD guidelines **Education & Experience** + Three plus years of recent mortgage sales experience + Demonstrated experience of closing minimum $500,000 in ... 30 days. **Responsibilities** + Originate loans based on outside sales activity. + Meet minimum funding requirement starting the...starting the third full month of employment. + Supervise Mortgage Loan Assistant , if one is assigned… more
- PNC (Houston, TX)
- …respected, valued and have an opportunity to contribute to the company's success. As a Sales Assistant within PNC Investments, you will be based at a PNC branch ... or service center. **Job Description** + Provides sales , service and execution support for new and..., service and execution support for new and ongoing client relationships. + Gathers required documentation. Prepares, reviews and… more
- Umpqua Bank (Benicia, CA)
- Assistant Branch Manager Retail Banking Group Benicia, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a unique brand ... day to day operational excellence in the branch, supervising and leading the Client Service Specialists, and by providing Breakthrough Client Service. The ABM… more
- PennyMac (Westlake Village, CA)
- …of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Assistant Vice President Margin ... is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production...color and create strategies to maximize revenue on a client level + Support sales team by… more
- First Horizon Bank (Little Rock, AR)
- …posting. **Summary** : The Administrative Assistant role supports the Director of Mortgage Sales . The incumbent in this position provides sales ... and organizations that the executives is involved with. * Manage Director of Mortgage Sales contacts. * Assist in preparing and managing presentations and… more
- Huntington National Bank (Columbus, OH)
- …Summary: The Personal Production Assistant position provides administrative support for a sales function or one or more MLOs and is responsible for the day to ... day activities and interaction between the client and Huntington, in terms of the establishment, documentation,...at all times. + Provides administrative support for the mortgage retail sales department by supporting high… more
- Citigroup (San Antonio, TX)
- …partners, and clients, they handle escalated customer inquiries and ensures client requests/problem resolution is handled promptly and seamlessly. The Wealth Service ... resource, and partners with process specialists to research and resolve client requests + Supports an expansive and/or diverse array of products/services… more
- Berkshire Bank (Westfield, MA)
- …to refer partnership solutions such as Wealth, Insurance, Cash Management and Mortgage . Lead through lobby management, ensure prompt welcomes of assistance to ... clients, and genuinely thank clients for their business. Resolves routine and complex client issues or problems. Is proficient in the digital banking space and can… more
- PNC (Hamilton, NJ)
- …valued and have an opportunity to contribute to the company's success. As an Assistant Branch Manager within PNC's retail banking organization, you will be based in ... in an omni channel environment. Manages, coaches and executes a proactive client experience within an omni channel environment. Provides solutions and advice to… more