- Cyprus Credit Union (West Jordan, UT)
- …paid vacation/holidays, tuition reimbursement and more! Cyprus Credit Union has an opening for a Mortgage Advisor 3 , this position is located at our West ... established time frames. + Notifies member if loan is referred back to Mortgage Advisor because of problem ratios or credit ratings. + Advises members of loan… more
- 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 the ... This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage ...on file with NMLS Registry that are less than 3 years old. This position further requires that you… more
- Vibe Credit Union (Novi, MI)
- …referral relationships, and meeting or exceeding production goal s . As a trusted advisor , the Mortgage Loan Originator guid es members through the mortgage ... reach and impact. Essential Duties + Actively pursues opportunities to generate new mortgage business through strategic outreach and resource use. + Adheres to all … more
- JPMorgan Chase (Nashville, TN)
- …+ Bachelor's degree or equivalent work experience in sales and/or real estate + 3 + years of mortgage lending and proven sales experience in retail banking ... our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional...strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well… more
- Truist (Norcross, GA)
- …integrated delivery of a broad range of retail solutions including banking, mortgage , planning, investments, and insurance services. Leverage the Truist network to ... profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset… more
- Truist (Boca Raton, FL)
- …range of wealth products and services to affluent and high net worth individuals. 3 . Focus on identifying prospects for the Advisor teams to support business ... Truist Wealth solutions. 2. Work in close partnership with Truist Wealth Advisor teammates to coordinate comprehensive wealth management advice and solutions by… more
- PNC (Phoenix, AZ)
- …to contribute to the company's success. As an Retirement Plan Education Advisor within the PNC's Institutional Asset Management organization, you will be based ... Phoenix, AZ or Denver, CO. The Retirement Plan Education Advisor works with our clients to design and deliver...level typically require a university / college degree, with 3 + years of relevant / direct industry experience. Certifications… more
- Truist (Dallas, TX)
- …plan in conjunction with a service delivery plan for clients and prospects. 3 . Proactively originate new business via leads and referrals via Centers of Influence, ... committee level within non-profits in local market. 10. Support Wealth Advisor teammates through collaborative relationship strategies and teamwork. 11. Develop… more
- First National Bank of Omaha (Frisco, TX)
- …and coworkers. It is anticipated that an incumbent in this role will work onsite for 3 or more days a week and will have a dedicated workspace when working onsite. ... referral partners span departments including Commercial & Business Banking, Retail Banking & Mortgage , and Trust & Private Wealth Reserve. Join us, and benefit from… more
- US Bank (Clayton, MO)
- …capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client ... Wealth Management's strategic partners in the region. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the SAFE Act… more