- Banc of California (Santa Ana, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...customer setups; prepares contracts and maintains customer files; tracks sales records, monitors product usage and systems authority. +… more
- Banc of California (Santa Ana, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...or clients. Acts in an independent fashion from the sales teams to structure and evaluate credit requests. Is… more
- Banc of California (Santa Ana, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...or clients. Acts in an independent fashion from the sales teams to structure and evaluate credit requests. Is… more
- Wells Fargo (Ontario, CA)
- **About this role:** Wells Fargo is seeking a Community Mortgage Bank Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. For additional ... **In this role you will:** + Sit within assigned bank branches and originate mortgage loans. Collaborate...experience, or education **Desired Qualifications:** + 2+ years of mortgage retail sales experience + Expertise of… more
- Wells Fargo (Santa Ana, CA)
- …a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the ... **Copied R-458039 5/15/2025** **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of… more
- Citigroup (Santa Ana, CA)
- …partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real ... and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services...+ 2-5 years relevant experience + 3+ years previous mortgage sales experience required + Residential … more
- Zions Bancorporation (Irvine, CA)
- …production and the overall sales effort of the assigned team. + Conducts mortgage sales staff meetings and educates staff on new and existing products and ... Associates at California Bank & Trust work in a relationship-centered culture...finance or related field and 4+ years of banking, mortgage lending, sales and/or public relations or… more
- City National Bank (Ontario, CA)
- …the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as ... good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must...target client segment. * Good understanding of all the bank 's products and service and the overall sales… more
- City National Bank (Ontario, CA)
- …CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales , networking, and community presence activities that generate the ... plan that is consistently applied and incorporates a disciplined sales and service practice. They will focus on acquisition...client contact - networking & being visible in the community , representing the Bank by actively participating… more
- City National Bank (Ontario, CA)
- …the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as ... business segment and/or geographic areas. Actively engages in the sales process of the assigned Region to ensure the...good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and be… more
- City National Bank (Irvine, CA)
- …and Credit policies and procedures as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending ... be achieved through proactive and consultative client engagement, delivering the Bank 's exemplary level of service, and identifying tailored banking solutions to… more
- BMO Financial Group (Woodland Hills, CA)
- …(the SAFE Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the ... and preferred banking channels while recommending tailored solutions addressing both sales and service needs (eg everyday banking, retail investments, lending… more
- PNC (Irvine, CA)
- …tactics including portfolio management, client selection, advisory services, sales efforts, underwriting/credit analysis, transaction vetting, marketing and more. ... and analysis, and understanding the capital markets' and our bank competitors' approach to and views on the industry....management activities with new and/or existing clients to grow sales , revenue and market share. Typically works with clients… more
