- Wells Fargo (Chicago, IL)
- **About this role:** Wells Fargo is seeking a Private Mortgage Banker ( SAFE ) in Consumer Lending as part of Home Lending. Learn more about our career ... independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies,...transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and… more
- US Bank (Chicago, IL)
- …of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, ... At US Bank , we're on a journey to do our...and are making significant investments to expand our affluent banker base and deliver an outstanding client experience. With… more
- US Bank (Orland Hills, IL)
- … mortgage industry knowledge and event issues. Establishes collaborative partnerships within US Bank Home Mortgage and other business lines within US Bank ... origination functions for a small team of New Market Mortgage Loan Originators. Ensures that documents required for processing,...Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or… more
- JPMorgan Chase (Chicago, IL)
- …lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact ... the best products and services for their needs + Partners with Specialists ( Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to… more
- Huntington National Bank (Chicago, IL)
- Description The Private Bank Wealth Advisor IV is a...NOTE: This position may be considered to be a Mortgage Loan Originator under the SAFE Act and ... primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth Plan.… more
- BMO Financial Group (Chicago, IL)
- …as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the SAFE Act). This position will require a Federal ... + Maintains detailed knowledge and understanding of the integrated private banking services and offerings and lending procedures. +...registration with the Nationwide Mortgage Licensing System and Registry. The Bank … more
- Bank of America (Chicago, IL)
- …enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank 's capabilities and services to meet ... Private Client Advisor II Chicago, Illinois **Job Description:**...Bank of America premises and to provide a safe work environment. To view Bank of… more
- Fifth Third Bank, NA (Chicago, IL)
- …Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate ... management, and trust services. Ensures delivery and execution of Private Bank experience and client service standards....PowerPoint, CRM or related systems. + This position requires SAFE Act registration at the time of employment through… more
- Citigroup (River Forest, IL)
- The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and ... new clients with the goal of bringing in new bank and brokerage assets. + Deepen relationships with existing...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage … more