- Citigroup (Brooklyn, NY)
- …across products and coordinate underwriting/credit practices. **Responsibilities:** + Deliver mortgage lending services to clients in consultation with assigned Home ... process to include: collecting borrower information, consulting a borrower on mortgage options; quoting rates/terms from the system, and addressing follow-ups on… more
- Newtown Savings Bank (Bridgeport, CT)
- …basic applications with the assistance of the VP, Residential Lending Assistant Sales Manager. + Understand the online mortgage application process. + Become ... Bridgeport, CT Newtown Savings Bank is seeking a results-oriented, sales professional for the role of Junior Mortgage...Three): Working closely with the Vice President, Residential Lending Assistant Sales Manager: + Develop a basic… more
- City National Bank (Phoenix, AZ)
- * MORTGAGE LOAN PROCESSOR II* WHAT IS THE OPPORTUNITY? The Mortgage Loan Processor II is responsible for managing a pipeline of purchase and/or refinance ... transactions. The Mortgage Loan Processor II is also responsible for ensuring...service levels. * Acts as the primary liaison between Sales , Title, Escrow & Centralized Services. * Effectively manage… more
- Huntington National Bank (Downers Grove, IL)
- …Summary: The Personal Production Assistant position provides administrative support for a sales function or one or more MLOs and is responsible for the day to ... day activities and interaction between the client and Huntington, in terms of the establishment, documentation,...at all times. + Provides administrative support for the mortgage retail sales department by supporting high… more
- Truist (Boca Raton, FL)
- …**Please review the following job description:** Responsible for assisting high volume Mortgage Loan Originator(s) by providing lending sales and support ... 2. Maintain a complete and thorough knowledge of Truist Mortgage policies and procedures as well as loan guidelines...based on need. Assist with research and solution of client complaints. 6. Conduct loan pipeline reviews to ensure… more
- Berkshire Bank (East Longmeadow, MA)
- …to refer partnership solutions such as Wealth, Insurance, Cash Management and Mortgage . Lead through lobby management, ensure prompt welcomes of assistance to ... clients, and genuinely thank clients for their business. Resolves routine and complex client issues or problems. Is proficient in the digital banking space and can… more
- Bank of America (Santa Fe, NM)
- Financial Center Assistant Manager Santa Fe, New Mexico **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... for the financial center when teammates are absent. Responsibilities: * Manages client traffic, engaging and appropriately routing clients, and fosters client … more
- Bank of America (Meriden, CT)
- Financial Center Assistant Manager - Meriden Financial Center Meriden, Connecticut **Job Description:** At Bank of America, we are guided by a common purpose to help ... for the financial center when teammates are absent. Responsibilities: * Manages client traffic, engaging and appropriately routing clients, and fosters client … more
- Truist (Doral, FL)
- …experience and related training. 3. Experience in the securities industry and/or a sales assistant role. 4. Knowledge of securities markets and brokerage ... leads. Use product and industry knowledge to identify existing client , account, and product attributes that present sales...as Microsoft Office software products. 13. Must be SAFE ( Mortgage Licensing Act) compliant within 30 days of employment… more
- Blue Foundry Bank (Parsippany-Troy Hills, NJ)
- …state and local real estate and finance laws + Strong understanding of mortgage products (agency and private investor), pricing, sales techniques, borrower ... deals to meet customer needs. This role involves managing the entire mortgage and home equity loan application process, providing exceptional customer service, and… more
- Berkshire Bank (Pittsfield, MA)
- …clients to refer partnership solutions such as Wealth, Insurance, Cash Management and Mortgage . Resolves routine and complex client issues or problems. Lead ... and may open and process incoming mail. Provides backup to Financial Center Manager, Assistant Banking Center Manager, or client service line as needed and… more
- Berkshire Bank (Milford, MA)
- …- 91 Main St Purpose/Objective: Identify customer needs to make needs-based sales and build customer loyalty. Consistently strives to satisfy customers by providing ... Key Accountabilities: + Customer Service 50% + Creates an exceptional client experience by demonstrating Berkshire Banks BeFIRST values displaying energy and… more
- Citigroup (San Francisco, CA)
- …responsible for providing full leadership and direction to a team of employees, grow sales and client base in coordination with the consumer sales ... of this role is to lead a team grow sales , build customer loyalty and recommend the development of...growth by identifying opportunities to deepen relationships and increase client acquisition and ensure clients receive optimal service and… more
- Berkshire Bank (Southwick, MA)
- …using relationship building tools. + Participate in outbound calling to identify sales and service opportunities. + Handles complex client issues while ... - 608 College Hwy Purpose/Objective: Identify customer needs to make needs-based sales and build customer loyalty. Consistently strives to satisfy customers by… more
- FirstBank PR (San Juan, PR)
- …situations accordingly. .Perform greeter duties when needed. .Support the Branch Sales Assistant Manager with administrative tasks, as requested. .Assists ... projects and assignments. .Participates in PEBO reviews by supporting the Branch Sales Assistant Manager gathering required information. Also responsible for… more
- Anywhere Real Estate (Los Gatos, CA)
- …area. The ideal candidate must have experience as an escrow officer or senior escrow assistant with the ability to cover a desk in the absence of the Branch Manager ... providing escrow support in the absence of the Escrow Officer/ Assistant and/or Branch Manager. Floaters are responsible for following...One year of escrow closing experience. + An existing client base that will follow them to our company.… more
- Access Dubuque (Dubuque, IA)
- …Fax ###@careerpros.com Email True True True **Job Details** Categories Banking/ Mortgage /Financial Services Customer Service Sales /Service Location Asbury, IA ... Banker provides exceptional in-branch customer experience through teller transactions, sales , and service. This position is responsible for processing account… more
- Access Dubuque (Dubuque, IA)
- …Services Automotive Service Technician or Mechanic Sedona Staffing Services CUSTOMER SERVICE- SALES ASSISTANT Sedona Staffing Services Client Service ... Fax ###@bankfidelity.com Email False False True **Job Details** Categories Banking/ Mortgage /Financial Services Customer Service Location Guttenberg, IA Job Type… more
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