- Citigroup (O'Fallon, MO)
- The M **ortgage Representative Loan Advisor ** (SAFE Act) performs relatively complex assignments. Has direct impact on the business by ensuring the quality of ... + Conducts inbound/outbound sales calls consulting customers on available loan products while exercising independent judgment by pre-qualifying financial clients.… more
- United Federal Credit Union (St. Joseph, MI)
- 2nd Shift Member Service Advisor - Loan Queue Job Details Level Entry Job Location Team United HQ - St. Joseph, MI Position Type Full Time Education Level High ... General Summary(What is done and why) The Member Service Advisor (MSA) Member Service Center Loan Queue...Member Service Advisor (MSA) Member Service Center Loan Queue reinforces and builds member relationships through efficient… more
- DriveTime (Mesa, AZ)
- …Create long term solutions to help customers maintain the quality of their loan while meeting or exceeding production goals. + Make inbound and outbound contact ... + Monitor and ensure regular follow up on all loan repayment agreements and analyze all customer accounts, Oversee...skip tracing. + Maintain positive working relationships with the Loan Servicing team . **Knowledge, Skills and Abilities (The… more
- JPMorgan Chase (Bellevue, WA)
- …take complete applications, request documentation from borrowers and review with Home Loan Advisor (s). + Discuss products and pricing at the request ... work in unison with one or more Home Lending Advisor (s) to create an outstanding customer experience for home...and dedication to provide exceptional support in facilitating the loan process to positively impact the customer experience for… more
- CIBC (New York, NY)
- …and executes purchases and sales. These activities support CIBC's leading position in the loan markets as an advisor and debt arranger for core clients, both ... about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **Business Unit Description** Loan Syndications ("LSG") US includes syndicate and sales functions… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …delays. + Develop relationships with LOB and Credit Risk Partners as a trusted advisor for construction loan administration. + Order and review title updates or ... career in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Construction Loan Portfolio manager is intimately involved in all aspects of closing and… more
- Regions Bank (Charlotte, NC)
- …ensuring that all required documentation is submitted and acceptable, per Regions' construction loan policy and Real Estate Banking Advisor guidelines + Assists ... section of the system. **Job Description:** At Regions, the Corporate Loan Fulfillment Construction Monitoring Analyst position is responsible for managing risk… more
- Citizens (Osterville, MA)
- …segment partners, based on their financial goals, including but not limited to Financial Advisor , Wealth Advisor , Home Loan Officer, Small Business Partners, ... Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor ,...Financial Advisor or High Net Worth Wealth Advisor , and Certified Financial Planners(R), create the Citizens Private… more
- TD Bank (New York, NY)
- …**Line of Business:** TD Wealth **Job Description:** The Senior Wealth Lending Advisor is responsible for business development and relationship management on behalf ... of TD Bank with regards to Registered Investment Advisor firms [RIAs], independent advisors and end consumers within...end clients + Responsible for assigned goals in new loan originations on an annual basis + Acts as… more
- Bank of America (Redding, CA)
- Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Redding Merrill Office Redding, California **Job Description:** Merrill Wealth ... resilient, results focused and effective. Job Description: As a **Financial Solutions Advisor within the centralized segment of the Advisor Development… more