- Citigroup (Palo Alto, CA)
- The Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... and make client onboarding and account opening a seamless and differentiated experience + Act as the main point of contact / guidance for clients going through the… more
- Citigroup (San Ramon, CA)
- …basis, and provide your unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Job Family Group:** ... The Mortgage Lending Officer role is a developing professional role. This...interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales… more
- Bank of America (San Jose, CA)
- …and contacting with clients and partners virtually or in-person. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act ... Community Lending Officer - Willow Glen...and remain in good standing. Since this position requires SAFE Act registration, employees are required to… more
- Citigroup (Oakland, CA)
- …basis, and provide your unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Job Family Group:** ... The ** Community Mortgage Lending Officer ** is an...+ Self-motivated and able to work independently + Strong relationship development and management skills + Expertise of general… more
- Citigroup (Sunnyvale, CA)
- …and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures **Education:** . ... needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists,… more