- Wells Fargo (Melville, NY)
- …some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance ... in the job expectations below **Required Qualifications:** + 2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one… more
- JPMorgan Chase (New York, NY)
- …and lead a team that supports Deposit and Mortgage finance functions at the Global Private Bank . **Job Summary** As the Global Private Bank Deposit & ... management. **Job Responsibilities** + Serve as a strategic partner to the Global Private Bank Deposits & Mortgage Leadership Team by providing analytics and… more
- JPMorgan Chase (Kings Park, NY)
- …with colleagues and worked as part of a team to achieve business results. As a Private Client Banker , you are the main point of contact for a select group ... the best products, services for their needs + Partner with Specialists ( Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to… more
- JPMorgan Chase (Babylon, NY)
- …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 ... and services for their needs + Partners with Specialists ( Private Client Advisors, Mortgage Bankers and Business...and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable… more
- CIBC (New York, NY)
- …and deliver analysis of new business trends and achievements to the Head of US Private Banking and Mortgage , Private Banking group leaders and peers. + ... We're building a relationship-oriented bank for the modern world. We need talented,...please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Regional Manager, East Region, will be responsible… more
- Wells Fargo (New York, NY)
- …+ Coach, direct, and manage the sales activities of a small group of residential Private Mortgage Bankers under the direction of a Non-Producing Private ... to ensure high level of customer service, timely completion, quality, and compliance in Private Mortgage Banking Sales + Produce high quality loans that meet… more
- US Bank (Greenwich, CT)
- …responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management. This position requires National Mortgage ... At US Bank , we're on a journey to do our...what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Private Banking is… more
- US Bank (New York, NY)
- …and discover what you excel at-all from Day One. **Job Description** Originates mortgage loans in an assigned non- bank territory. Takes applications, conducts ... of their time conducting their activities away from US Bank locations. This position requires National Mortgage ...for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors, as gained through on the job training… more
- Wells Fargo (Syosset, NY)
- …experience in one or a combination of the following: corporate, consumer, mortgage , investments, brokerage, or private banking + Experience recommending ... role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as...services + Identify client needs and goals for business, mortgage , retirement, and investment services, then partner closely with… more
- M&T Bank (Melville, NY)
- …bank products or to alternative lending vehicles, as needed. + Cultivates new mortgage business. Markets, services and promotes the bank 's mortgage ... estate market, as well as the changing rules and regulations pertaining to both private and government-insured mortgages. + Represents the bank in the community… more
- Truist (New York, NY)
- …job description:** Deliver customized, complex banking and capital markets solutions to private real estate developers and investors nationwide. Banker is the ... plan. 3. Regularly engage with product partners across the bank including Capital Markets, Treasury, Agency, Mortgage ...the bank including Capital Markets, Treasury, Agency, Mortgage Banking and Marketing to in an effort to… more
- Arena Investors LP (Purchase, NY)
- … mortgage -backed securities (RMBS), and private label commercial mortgage -backed securities (CMBS) and secondary market syndicated Bank Debt. + ... inflows and outflows from new and existing investments + Support secondary market bank debt trading, closing, and settlement across a range of high touch markets… more
- Bank of America (New York, NY)
- …include advising on the client's financial needs and the full array of Private Bank 's capabilities, establishing and deepening relationships with internal and ... SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system...Present to clients a holistic approach, leveraging the entire Private Bank platform + A high touch,… more
- Scotiabank (New York, NY)
- Senior Analyst, Mortgage Capital Markets - Fixed Income Middle Office **Requisition ID:** 209376 **Salary Range:** 67,400.00 - 125,200.00 _Please note that the ... trade detail, and instruction discrepancies with clients. + Understand how the Bank 's risk appetite and risk culture should be considered in day-to-day activities… more
- US Bank (Greenwich, CT)
- …skills and discover what you excel at-all from Day One. **Job Description** US Bank Private Wealth Management (PWM) helps clients identify and achieve their ... At US Bank , we're on a journey to do our...specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing,… more
- City National Bank (New York, NY)
- …remain in good standing under the Safe Act. What you will do * Support Private Banker in all areas of new business development by coordinating colleagues and ... good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must...and meeting with prospective clients jointly. * Partner with Private Banker in profiling across the full… more
- City National Bank (Melville, NY)
- …OFFICER* WHAT IS THE OPPORTUNITY? Sources and develops new business for the bank in assigned sales territory. Analyzes needs of prospects and provides information ... about Bank products and services that can enhance prospect's financial...good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must… more
- Bank of America (Garden City, NY)
- …with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in… more
- Citizens (Melville, NY)
- … Mortgage , Business Banking, Commercial Team, etc.) to grow Private Client Banking business and facilitate integrated business development opportunities and ... and grows with its clients. Within Citizens Core Banking Division, Citizens Private Client provides personalized, world class financial planning and advice to help… more
- Banco Popular Puerto Rico (New York, NY)
- …your regular work location on a weekly basis to perform your duties. Sell mortgage products to existing and potential bank clients and non-clients contacted ... These duties generally include to promote and sell certain mortgage products to increase mortgage product use...internal partners and external referral sources. + Coordinates with private bankers, financial consultants and other Bank … more