- JPMorgan Chase (Wilmington, DE)
- Home Lending Product team is seeking a hands-on Product Analyst who will dive head-first into creating innovative solutions focused on modernizing. The Product ... challenging (but exciting) customer problems, then we are looking for you! Home Lending Platform will focus in delivering enriching customer experience in US … more
- Morgan Stanley (New York, NY)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Associate , Mortgage Pricing & Analytics* **Location:** *New ... Division includes one of the world's largest networks of Financial Advisors, with client assets of more than $2 trillion and almost 16,000 Financial Advisors. In… more
- Citizens (San Francisco, CA)
- …to contribute to the growth of a private bank focused on delivering exceptional client service and tailored financial solutions. The Associate will sit in our ... is seeking a highly organized and motivated Business Insights Associate to assist in the management of multiple high-impact...with senior leadership on a variety of initiatives including mortgage , HELOC, commercial lending , C&I, unsecured … more
- Huntington National Bank (Oak Park, IL)
- …and book of business + Bachelor's degree preferred + Knowledge of mortgage loan products (conventional, FHA/VA, construction lending and portfolio programs) ... Description Summary: The Mortgage Loan Officer develops profitable and quality residential...approval and closing process. Keeps up to date on lending policies/regulations pricing and product information. Cross sells customers.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …documents to terms of loan commitment. * May prepare financial advisor and client communications regarding loan and loan terms. * May be responsible for reviewing ... Principles of banking and finance. * Financial markets and products. * For Mortgage position, Fannie Mae, and Freddie Mac underwriting guidelines. * For Mortgage… more
- TD Bank (Andover, MA)
- …worth segment with a focus on clients who maintain smaller balances with TD. The Associate Private Client Relationship Manager I will serve as the central point ... more specific details for this role. **Job Description:** of client contact accountable to serve the unique and complex...partners with other RMs, IAs, Wealth Strategists and Wealth Lending Advisors. The job will also be responsible for… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Act reporting requirements implemented under Reg C applicable to RJ Bank residential mortgage lending and purchased residential mortgage loans * Conducts ... in the financial services industry to ensure that Private Client Banking (PCB) business operations are conducted in a...etc. * Consumer banking products and services including residential mortgage lending and asset based lending… more
- BMO Financial Group (Chicago, IL)
- Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of banking ... and lending specialists, and relationship managers. Provides technical expertise for...or presentations to clients/prospects. + Assists in preparing for client meetings and account opening documentation. + Assists with… more
- Bank of America (Brooklyn, NY)
- …lieu of this requirement, has previously held the role of: + Home Service Specialist II, Lending Client Associate , Lending Client Support Manager, ... is responsible for originating loans for clients with residential mortgage needs and is the primary lending ... client 's unique priorities * Presents potential home lending product solutions, submits the mortgage application,… more
- Morgan Stanley (Vancouver, WA)
- …including brokerage, investment advisory, financial and wealth planning, credit & lending , deposits & cash management, annuities, insurance, retirement and trust ... services. We are seeking a high potential candidate (" Associate Private Banker" or "APB") to join our Sales...to assess opportunities and provide suitable cash management and lending solutions for their clients * Partner with their… more
- Morgan Stanley (San Diego, CA)
- …including brokerage, investment advisory, financial and wealth planning, credit & lending , deposits & cash management, annuities, insurance, retirement and trust ... services. We are seeking a high potential candidate (" Associate Private Banker" or "APB") to join our Sales...to assess opportunities and provide suitable cash management and lending solutions for their clients * Partner with their… more
- Morgan Stanley (Louisville, KY)
- …including brokerage, investment advisory, financial and wealth planning, credit & lending , deposits & cash management, annuities, insurance, retirement and trust ... services. We are seeking a high potential candidate (" Associate Private Banker" or "APB") to join our Sales...to assess opportunities and provide suitable cash management and lending solutions for their clients . Partner with their… more
- BankOnBuffalo (Buffalo, NY)
- …from opening accounts to consumer, home equity loans/lines, and mortgage lending through four levels of universal associate training and beyond. Training ... lending at a high level. Enforce to associate policies, procedures, and client service standards....conducted. Obtainment of a Unique Identifier from the Nationwide Mortgage Licensing System (NMLS). We will ensure that individuals… more
- Morgan Stanley (Waukesha, WI)
- …with the Associate Private Banker(s) to provide FA and their client (s), Private Banking products/solutions, distribution and service support * Act as the subject ... including brokerage, investment advisory, financial and wealth planning, credit & lending , deposits & cash management, annuities, insurance, retirement and trust… more
- Morgan Stanley (Los Angeles, CA)
- …with the Associate Private Banker(s) to provide FA and their client (s), Private Banking products/solutions, distribution and service support . Act as the subject ... including brokerage, investment advisory, financial and wealth planning, credit & lending , deposits & cash management, annuities, insurance, retirement and trust… more
- TEKsystems (Coppell, TX)
- Description: Our client is a Microsoft shop and have several...loan, mortgage industry, mortgage bank, mortgage servicer, mortgage lending , Sql, ... c++,c++ programming,c++ language, mortgage , mortgage loan, mortgage industry, mortgage bank, mortgage servicer, mortgage lending ,Sql,sql server… more
- Regions Bank (Nashville, TN)
- …into the careers section of the system. **Job Description:** At Regions, the Associate Wealth Advisor, through the mentorship of a senior advisor, will build ... and expertise needed to further their advancement to an advisor role. The Associate Wealth Advisor will focus on growing legacy banking and small Investment… more
- Banc of California (New York, NY)
- …originations team prior to loan closing to prepare for the transfer of the new client loan account to the Associate + Ensure loans are performing by tracking ... employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Associate is expected to independently monitor the performance of assigned borrowers,… more
- Umpqua Bank (Templeton, CA)
- …and development of store associates. Responsible for developing and maintaining client relationships, utilizing the full spectrum of banking services. + Manages ... of time managing high value relationships. + Originates consumer and small business lending credits up to $250,000. + Implements sales and promotional programs with… more
- Citizens (Stamford, CT)
- Description Citizens Bank is seeking an Associate or Vice President level candidate to join the Asset-Backed Securitization (ABS) business line within the Asset ... The candidate will work with ABS team members in support of non- mortgage securitization origination, with a focus on execution of asset-backed securitization loan… more