- Wells Fargo (Santa Ana, CA)
- **About this role:** Wells Fargo is seeking a Mortgage Bank Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. For additional information ... **In this role you will:** + Sit within assigned bank branches and originate mortgage loans; collaborate...job expectations below **Required Qualifications:** + 2+ years of sales experience, or equivalent demonstrated through one or a… more
- Wells Fargo (Long Beach, 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
- BMO Financial Group (Anaheim, 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 ... real estate lending products and insurance that meet the Bank 's mortgage growth and profitability objectives. +...referrals from existing relationships. + Establishes and enhances the Bank 's community presence by participating in trade… more
- BMO Financial Group (Newport Beach, CA)
- …referrals and originations from existing relationships. + Establishes and enhances the Bank 's community presence by participating in trade shows, conferences, ... BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate....position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank … more
- City National Bank (Irvine, CA)
- …the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as ... and Credit policies and procedures as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending… more
- City National Bank (Newport Beach, 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 (Irvine, CA)
- …OFFICER** **WHAT IS THE OPPORTUNITY?** Sources and develops new business for the bank in assigned sales territory. Analyzes needs of prospects and provides ... Bank when closing deals and implementing banking services. Interacts with Bank colleagues to discuss prospects/referrals and formulates sales strategies.… more
- City National Bank (Irvine, CA)
- …CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales , networking, and community presence activities that generate the ... contribute to the market and regional strategy. From the sales and relationship management perspective, will assist clients to...and procedures as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client, Community … 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
- Enterprise Bank & Trust (Anaheim, CA)
- …companies, we provide our clients with the personal relationship afforded at a small community bank .** **By remaining steadfast in our mission, we now have over ... **Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community . From the small mom-and-pop coffee shop to the large construction company… more
- Bank of America (Brea, CA)
- …their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Merrill ... + The strength and name recognition of Merrill and Bank of America. + World class training throughout their...candidates have at least three years of full time sales experience in ever more challenging environments. The … 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
- BMO Financial Group (Brea, 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 ... compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience. +… more
- Citigroup (Fountain Valley, CA)
- …business leads and close business opportunities. Through extensive involvement, create local community awareness that the bank is critically focused on ... Influence (COI) network by engaging in business networking and community activities. They will actively represent Citibank in business...clients. Spend majority of time in the field, on sales appointments, generating leads to new to bank… more
- Banc of California (Laguna Hills, CA)
- …complex transactions. + Supports the Branch Manager instilling and maintaining a positive sales environment through education of the + Bank 's products and ... **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
- BMO Financial Group (Irvine, 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
- 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...communicating with internal and external entities, members of the sales team and other risk units. + Responsible for… 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...segment specific product packages, and provide product support to sales and our branch network. + Evaluate the current… more
- JPMorgan Chase (Newport Beach, CA)
- …exceptional client experience. As a Relationship Manager in the Firm's Consumer and Community Banking division, you will help your clients explore the full financial ... the opportunity to take initiative, act entrepreneurially, and contribute to the Bank 's growth in a team environment. **Job Responsibilities** + Develop new and… more