• Loan / Mortgage Specialists

    Robert Half Accountemps (Plano, TX)
    …Derivatives, all fully secured by high quality marketable securities with standard loan documentation. The Team is responsible for enhancing the client experience by ... facilitating swift credit approvals and expediting delivery of loan documentation. The group combines a focus on credit...collateral, and overall preparation for grading and pricing the loan + Analyze client data across multiple systems and… more
    Robert Half Accountemps (10/26/24)
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  • Loan / Mortgage Specialists

    Robert Half Accountemps (Plano, TX)
    …of Credit all fully secured by high quality marketable securities with standard loan documentation. Job Description: The SBL Lender's primary objective is to manage ... a specific credit portfolio. Core responsibilities include: + Analyzing, structuring, pricing, risk-grading and documenting lines of credit, term loans and standby letters of credit + Providing guidance to market partners with questions on client needs and how… more
    Robert Half Accountemps (10/26/24)
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  • Supervisory Loan Specialist

    Small Business Administration (Fort Worth, TX)
    …- PDC in Fort Worth, Texas. The incumbent is responsible for supervising subordinate Loan Specialists and related support staff performing loan processing ... reviewing and passing upon applications for agricultural, commercial, bank or mortgage loans; servicing a loan portfolio of a bank or other loan association;… more
    Small Business Administration (11/13/24)
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  • AVP, TPO Client Escalation

    PennyMac (Plano, TX)
    …(NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of ... US mortgage loans and the management of investments related to...Escalation will : + Lead a team of Escalation Specialists to complete daily work assignments including capacity planning,… more
    PennyMac (10/15/24)
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  • Relationship Banker II - SB - Garland/Rockwall…

    JPMorgan Chase (Murphy, TX)
    …make our One Chase products work together + Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to ... is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on… more
    JPMorgan Chase (11/02/24)
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  • Private Client Banker - Lake Forest and Eldorado…

    JPMorgan Chase (Mckinney, TX)
    …the best products and services for their needs + Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) ... is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on… more
    JPMorgan Chase (11/11/24)
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  • Private Client Advisor II

    Bank of America (Dallas, TX)
    …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the...Ability to work and identify the need for team specialists ; collaborate closely with other team members * Takes… more
    Bank of America (09/21/24)
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  • Merrill Financial Solutions Advisor: Greater…

    Bank of America (Frisco, TX)
    …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... and high net worth client acquisition and provide access to partners who are specialists in their field. + Marketing strategies to reach wider audiences with greater… more
    Bank of America (10/26/24)
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  • Relationship Banker/Senior Relationship Banker…

    Truist (Dallas, TX)
    …or referring more complex client needs or financial goals to other internal specialists . 4. Participates fully in all components of the established Truist Retail ... and web-based learning. 6. Advises on consumer lending options and takes loan applications. 7. Adheres to internal controls, operational procedures and risk… more
    Truist (11/05/24)
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  • VP - Senior Wealth Consultant- Private Wealth…

    Charles Schwab (Westlake, TX)
    …UHNW experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system ... AUM, Wealth Management solutions, and client promoter scores + Partner with wealth specialists to offer solutions including banking, lending and trust + Take an… more
    Charles Schwab (11/07/24)
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