- 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
- Huntington National Bank (Akron, OH)
- …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
- Access Dubuque (Dubuque, IA)
- Financial Services Admin Assistant **Dupaco Community Credit Union** 1 Positions ID: FINAN002730 Posted On 11/14/2024 **Job Overview** As the Financial Services ... Administrative Assistant you will assists the Dupaco Financial Services (DFS)...greeting members, assist with scheduling appointments, working with clients, client files, performing data entry, supports other team members… more
- Berkshire Bank (Ludlow, VT)
- …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
- Scotiabank (Houston, TX)
- …team, committed to results, in an inclusive and high-performing culture. **Executive Assistant , Mortgage Capital Management - Houston, TX** **Global Banking and ... Executive Assistant **Requisition ID:** 206264 **Salary Range:** 59,400.00 -...equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed income products, derivatives, energy,… more
- Bank of America (Carrollton, TX)
- Financial Center Assistant Manager Carrollton, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... for the financial center when teammates are absent. Responsibilities: * Manages client traffic, engaging and appropriately routing clients, and fosters client … more
- Bank of America (Winston Salem, NC)
- Financial Center Assistant Manager - Triad Market Greensboro, North Carolina;Winston Salem, North Carolina **Job Description:** At Bank of America, we are guided by ... for the financial center when teammates are absent. Responsibilities: * Manages client traffic, engaging and appropriately routing clients, and fosters client … more
- Bank of America (Las Vegas, NV)
- Financial Center Assistant Manager- bilingual Spanish required Las Vegas, Nevada **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
- UMB Bank (Overland Park, KS)
- …home equity loans and lines of credit, unsecured personal loans, auto loans and mortgage referrals + Creating sales opportunities and growing UMB's customer base ... Personal Banker, you'll receive extensive training on UMB's products and services, the sales process, and offering financial solutions. You can also expect to work… more
- First Utah bank (Lehi, UT)
- …$500 Signing Bonus Offered Required Experience: Leadership: + Manage the service, sales , and operations to achieve the strategic goals and growth of the ... established authority. Customer Service: + Resolve and responds to complex client service issues, complaints, and escalated questions. + Establish, expand, and… more
- Aston Carter (Newton, NJ)
- …memo to investment partners. * Prepare calculations and wires for Management fees and mortgage loan payments * Manage all the insurance needs for the Company as well ... actual construction costs vs. budget. * Generated and track ST-8 forms for sales tax expansion where applicable. Additional Skills & Qualifications: + 5+ years… more
- Truist (Houston, TX)
- …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
- PennyMac (Moorpark, CA)
- …of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Assistant Vice President, TPO ... partners + Utilize external/internal levers to quickly resolve issues escalated by the client , sales , or management + Coach associates in conducting effective … 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 (Sheffield, 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 (Pittsfield, MA)
- …- 66 West 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 (Queensbury, NY)
- …using relationship building tools. + Participate in outbound calling to identify sales and service opportunities. + Handles complex client issues while ... - 183 Quaker Rd 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
- Access Dubuque (Dubuque, IA)
- …+ Support all aspects of client account servicing and onboarding. + Organize client files and work alongside AEs and sales staff. + Continuously develop ... **About the Roles** **Account Executives (AE):** + Build and manage client relationships with an entrepreneurial spirit. + Design and recommend comprehensive… more
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