- Wells Fargo (Red Bank, NJ)
- …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)
- …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
- Wells Fargo (New York, 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
- 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 (Old Greenwich, CT)
- …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 (New York, 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
- City National Bank (New York, NY)
- …senior mortgage Relationship Manager role, which in addition to servicing the mortgage needs of Private Banking clients includes the negotiating of complex ... This position is responsible for referral-based sales of first mortgage and concurrent second loan products to existing and...and concurrent second loan products to existing and potential private banking and high net worth clients. By partnering… more
- JPMorgan Chase (New York, NY)
- …business is a leading mortgage provider to Ultra High & High Net Worth Global Private Bank individuals with balance growth of ~25% over the past 4 years. The ... **About the Global Mortgage Solutions Business** The Global Mortgage ...the US and EMEA clients of the Global JPMorgan Private Bank (GPB) for residential mortgages secured… 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
- 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
- Citizens (New York, NY)
- Description The Client Relations Associate supports Private Bank 's residential loan and commercial real estate loan products. They will focus on processing, ... origination process as well as servicing channels for Residential mortgage and deposit requests. The CRA also assists with...of intent. + Support the underwriting needs for the Private Bank 's product offering ensuring turnaround time… more
- State of New York Mortgage Agency (New York, NY)
- …professional accounting and additional duties including: + Processing of mortgage transactions including mortgage billing, reconciliation, cash verification, ... follow-up with banks on outstanding items + Verification of bank transactions to source documents + Perform month-end closing...and preparation of month-end reports + Daily processing of mortgage receipts + Assist in preparation of Single Family… 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
- US Bank (New York, NY)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...and retaining full-service relationships with high income/high net worth private banking clients. Builds a team of Banking, Trust… more
- Citigroup (New York, NY)
- …optimization. With the recent re-organization, Wealth business constitutes of Citigold, Citi Private Bank (CPB) and Wealth at Work (WaW) business segments. ... footprint in NY, London, Hong Kong and Malaysia. NAM Mortgage Business Treasury role - C12 sits in the...interest rate risk management of consolidated Citigroup, CBNA and non- bank entities. + May focus on securities investment strategies… more
- Scotiabank (New York, NY)
- Senior Analyst, Mortgage Capital Markets - Fixed Income Middle Office **Requisition ID:** 209376 **Salary Range:** 69,400.00 - 129,000.00 _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
- City National Bank (Melville, NY)
- …NY* 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
- TD Bank (New York, NY)
- …asset management, securities, investment advisory and insurance) through multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth ... the Trust Advisors support both personal and corporate trust. The Wealth Mortgage Lending Officers (WMLO) and the Wealth Lending Advisors (WLA) support the… more
- Citizens (New York, NY)
- …mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to ... professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our… more
- Citigroup (Queens, NY)
- …The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments ... through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace...new clients with the goal of bringing in new bank and brokerage assets + Deepen relationships with existing… more