- Wells Fargo (Milpitas, CA)
- **About this role:** Wells Fargo is seeking an CA-WA Private Mortgage Banker ( SAFE ) in Consumer Lending as part of Home Lending. Learn more about our ... independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies,...transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and… more
- US Bank (San Diego, CA)
- …responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management. This position requires National Mortgage ... what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Private Banking is...Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or… more
- US Bank (Ventura, CA)
- …of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, ... At US Bank , we're on a journey to do our...at-all from Day One. **Job Description** The Wealth Management Banker in the affluent segment is responsible for the… more
- JPMorgan Chase (Saratoga, CA)
- …lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact ... the best products and services for their needs + Partners with Specialists ( Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to… more
- Umpqua Bank (Newport Beach, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Encino, California Los Angeles, California Newport Beach, California **Description** ... partners. + Profile the full spectrum of needs of Private Bank target clients and provide tailored...which is defined as an individual authorized by the Bank to take mortgage loan applications, offer… more
- US Bank (Los Angeles, CA)
- …minimum of 50% of their time conducting their activities away from US Bank locations. This position requires National Mortgage Licensing System (NMLS) ... of originating residential loans through ongoing sales efforts. Takes mortgage applications, conducts preliminary underwriting reviews, and submits loan...Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or… more
- US Bank (Encino, CA)
- …at least 50% of their time conducting their activities away from US Bank locations. This position requires National Mortgage Licensing System (NMLS) registration ... you excel at-all from Day One. **Job Description** Originates mortgage loans in an assigned metropolitan territory. Takes applications,...Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or… more
- Wells Fargo (San Lorenzo, CA)
- …in the US **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker ( SAFE ) in Consumer and Small Business Banking, as part of Branch Banking. ... divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . Upon required licensing and SAFE registration, the Senior Branch Premier Banker … more
- Bank of America (Newport Beach, CA)
- …enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank 's capabilities and services to meet ... present to clients a holistic approach, leveraging the entire Private Bank platform * High touch, client-focused...Bank of America premises and to provide a safe work environment. To view Bank of… more
- Bank of America (San Jose, CA)
- …enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank 's capabilities and services to meet ... Present to clients a holistic approach, leveraging the entire Private Bank platform * A high touch,...Bank of America premises and to provide a safe work environment. To view Bank of… more