- Oriental Bank (San Juan, PR)
- The Advisor , Mortgage Servicing (USVI) is responsible for providing & spearheading excellent customer service matters, primarily related to the Mortgage ... and requests. Position works on-site and reports to our St Thomas Branch in Altona. MAIN DUTIES & RESPONSIBILITIES:...+ Serves as main liaison with Puerto Rico Credit/Loan Servicing Department. + Designs and implements tools and procedures… more
- Truist (St. Petersburg, FL)
- …delivery of a broad range of retail solutions including banking, mortgage , planning, investments, and insurance services. Leverage the Truist referral network ... profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset… more