• Sr. Mortgage Loan Officer , Miami

    Citigroup (North Miami Beach, FL)
    lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business ... The Senior Mortgage Lending Officer role drives mortgage sales...needs for the purpose of helping them achieve their home ownership goals. * Collect and analyze information about… more
    Citigroup (08/29/24)
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  • Senior Wealth Advisor SAFE Act - Aventura

    Citigroup (North Miami Beach, FL)
    …to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients through ... and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Citi has many locations across the United… more
    Citigroup (07/06/24)
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  • Financial Crimes Risk Field Advisory Associate

    Morgan Stanley (Miami, FL)
    …brokerage, investment advisory, financial and wealth planning, credit and lending , deposits and cash management, annuities, insurance, retirement, and trust ... Certain higher risk exception requests are escalated to the home office. The role of the Review Associate is...client risk factors, etc.; . Liaising with the Risk Officer , and second line partners where necessary; . Asses… more
    Morgan Stanley (08/29/24)
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