- PennyMac (Moorpark, CA)
- …of homeownership through the complete mortgage journey. A Typical Day The Pipeline Accounts Manager is responsible for operational management of loans ... is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production...all loan level and strategic fulfillment issues. As the Pipeline Accounts Manager , you… more
- PennyMac (Moorpark, CA)
- …aspirations of homeownership through the complete mortgage journey. A Typical Day The Pipeline Accounts Manager II partners with internal Sales teams to ... is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production...external customers on loan quality and operational efficiencies. The Pipeline Accounts Manager will :… more
- Carrington (Anaheim, CA)
- **Come join our amazing team !** Responsible for overseeing Wholesale Pipeline management. Monitor the pipeline , identify bottlenecks, and develop and implement ... solutions to expedite the pipeline . Serve as a subject matter expert in resolving...aged loans. + Resolve Mavent/QM errors with Relationship Managers ( Account Managers) and Sales Managers. + Monitor processing workflows… more
- Carrington (Anaheim, CA)
- …of the loan process is handled in the most efficient manner possible. + Professional account manager 's partner with you and your brokers to add value every step ... developing and maintaining broker/seller relationships to sell wholesale and correspondent mortgage loan products. Calls on potential or existing brokers/sellers as… more
- Carrington (Anaheim, CA)
- …to resolve outstanding issues. + Communicates with Sales Management, Account Executives, Operations Manager , Disclosure Department, Underwriting Department, ... (ie, loan applications, credit documents, appraisals, etc.) to process and complete mortgage loan files. Perform all duties in accordance with the company's policies… more
- Umpqua Bank (Rocklin, CA)
- …Client Service Standards. + Primary associate in the branch to open new deposit accounts and to originate consumer loans. + Originates consumer loans and some small ... consumer and small business customers. May partner with branch Manager to do outbound business development meetings in the...business development meetings in the community. + Develops a pipeline of prospects from in branch and outbound business… more
- PNC (Corona, CA)
- …have an opportunity to contribute to the company's success. As a Relationship Manager within PNC's Healthcare Business Banking organization, you will be based in ... meets with internal business partners to communicate and review business results and pipeline management. PNC Employees take pride in our reputation and to continue… more
- Bank of America (Downey, CA)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in ... + Obtained your insurance licenses + Bilingual Spanish Preferred **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and Client… more
- Bank of America (Sacramento, CA)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in ... Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management + Client Management + Client… more
- Bank of America (Anaheim, CA)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in ... year of financial services industry or sales experience **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral… more
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