- Wells Fargo (Ontario, CA)
- …Fargo is seeking a **In this role, you will:** + Sit within assigned bank branches and originate mortgage loans; collaborate with branch leadership, participate ... in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes; perform miscellaneous duties as needed and required +… more
- Citigroup (Whittier, 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
- City National Bank (Whittier, 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 (Long Beach, 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
- BMO Financial Group (Huntington Beach, 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 ... relationships. + Develops and maintains a network in the community to enhance the Bank 's visibility and...market. + Resolves customer related issues using knowledge of bank services, products, and processes. + Fulfills sales… more
- City National Bank (Newport Beach, CA)
- …the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as ... manner for reporting purposes. + Maintains collaboration with all sales partners. + Complies fully with all Bank...and procedures as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client, Community … more
- Bank of America (Van Nuys, CA)
- …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 ... their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. This position… more
- Bank of America (Woodland Hills, CA)
- …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 ... perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and...opportunities for advisors to pursue a career within the bank . This position is subject to SAFE Act registration… more
- Bank of America (Newport Beach, CA)
- Private Client Advisor II Newport Beach, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- Citigroup (Anaheim Hills, CA)
- …Officer** is an **entry level position** responsible for driving mortgage sales and client relationships through engagement with community clients, diverse ... key referral relationships (Realtors, CPA's, Builders, etc). to drive mortgage business into the bank . + Appropriately... Mortgage experience required + 3+ years previous mortgage sales experience required + Established relationships… more
- Wells Fargo (Laguna Niguel, CA)
- …work-life balance and well-being. It means being rewarded for investing in your community , celebrated for being your authentic self, and empowered to grow. And we're ... solutions and services + Identify client needs and goals for business, mortgage , retirement, and investment services, then partner closely with peers in Business… more
- Banc of California (Newport Beach, CA)
- …**Responsibilities** + Supports the Branch Manager instilling and maintaining a positive sales environment through education of the Bank 's products and services; ... **Overview** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of… more
- Banc of California (Fullerton, CA)
- **Overview** 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...ensure exceptional customer experience as well as focusing on sales and service. Performs all duties in accordance with… more
- BMO Financial Group (Santa Ana, 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
- Banc of California (Santa Ana, CA)
- **Overview** 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...overseeing and shadow monitoring of the Payment Facilitators (PFs)/Independent Sales Organizations (ISOs) transactions on a daily basis. This… more