- Commerce Bank (St. Louis, MO)
- …Trust is a division of Commerce Bank. About This Job The main purpose of the Estate Settlement Advisor (ESA) is to serve our clients and partner with our Private ... Essential Functions + Manage an assigned portfolio of accounts through the estate settlement process of which a high percentage will be low to moderately… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Support the Estate Settlement team in every aspect of servicing the client base to ... + Normal office environment. + Extending viewing of computer screens. Estate Settlement Associate At Fifth Third, we understand the importance of recognizing… more
- Wells Fargo (Irvine, CA)
- …+ Solid understanding of trust administration practices, fiduciary responsibilities, estate settlement processes, and applicable tax considerations + ... asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset...Philanthropic services. * Closely held asset management. * Real estate and loan asset management. * Oil, gas and… more
- PNC (PA)
- …Tax Liaison, you will work within the Fiduciary liaison team (trust tax) and the Estate Liaison team ( estate settlement ). You will work and communicate with ... returns. The following qualifications are needed for this role: - Trust and Estate Tax experience - Generation Skipping Tax review experience - ability to analyze… more
- Eastern Bank (Manchester, NH)
- …and regulations. Assists with business development opportunities specific to trust and estate settlement . **PROBLEM SOLVING & DECISION MAKING** **:** In ... and regulations. Assists with business development opportunities specific to trust and estate settlement .** In accordance with Bank's policies and procedures, as… more
- Thrivent Financial (Appleton, WI)
- …a technical resource to colleagues within and outside of the Personal Trust & Estate Settlement team. + Coordinate the collection, valuation, and distribution of ... Completion of Juris Doctor Degree. + 10+ years of trust administration, estate planning, estate settlement , tax or related experience with direct client… more
- CRC Insurance Services, Inc. (NY)
- …of title insurance and provide guidance in the performance of real estate settlement services. + Provide underwriting support, counsel, and authorization ... + Provide guidance to company personnel in the performance of real estate settlement services. + Issue underwriting standards and guidelines in accordance with… more
- PenFed Credit Union (San Antonio, TX)
- …years experience complying with federal consumer protection laws, to include, the Real Estate Settlement Procedures Act. + Deep understanding of the residential ... PenFed Home Contact Center Experience Platform. The platform integrates real estate brokerage, mortgage, home equity, property and casualty insurance, and ancillary… more
- Wells Fargo (Winston Salem, NC)
- …+ Solid understanding of trust administration practices, fiduciary responsibilities, estate settlement processes, and applicable tax considerations + ... asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset...Philanthropic services. * Closely held asset management. * Real estate and loan asset management. * Oil, gas and… more
- Banc of California (Santa Ana, CA)
- …Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), ... + Open escrow and title as needed, coordinate to schedule closings and ensure escrow settlement is accurate prior to funding and closing on the loan. + Review and… more
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