- Wells Fargo (San Jose, CA)
- **About this role:** Wells Fargo is seeking an CA-WA Private Mortgage Banker ( SAFE ) in Consumer Lending as part of Home Lending. Learn more about our ... independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies,...transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and… more
- Wells Fargo (Irvine, CA)
- …some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance ... transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and...job expectations below **Required Qualifications:** + 2+ years of Private Mortgage Banking Sales experience, or equivalent… more
- City National Bank (Los Angeles, CA)
- * PRIVATE BANKER * WHAT IS THE OPPORTUNITY?...good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" ( Safe Act) ... good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" ( Safe Act)...* Superior knowledge of credit policies and procedures, and bank operations policies and procedures. * Demonstrated sales and… more
- JPMorgan Chase (Berkeley, CA)
- …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 ... the best products and services for their needs + Partners with Specialists ( Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to… more
- Wells Fargo (San Jose, CA)
- …US Join us! **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker ( SAFE ) in Consumer and Small Business Banking, as part of Branch Banking. ... divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . Upon required licensing and SAFE registration, the Senior Branch Premier Banker … more
- US Bank (El Cajon, CA)
- …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 ...Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or… more
- US Bank (San Jose, CA)
- …at least 50% of their time conducting their activities away from US Bank locations. This position requires National Mortgage Licensing System (NMLS) registration ... you excel at-all from Day One. **Job Description** Originates mortgage loans in an assigned metropolitan territory. Takes applications,...Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or… more
- Columbia Bank (Newport Beach, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Newport Beach, California Phoenix, Arizona **Description** **About Us:** At Columbia, ... partners. + Profile the full spectrum of needs of Private Bank target clients and provide tailored...which is defined as an individual authorized by the Bank to take mortgage loan applications, offer… more
- Bank of America (Newport Beach, CA)
- …enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank 's capabilities and services to meet ... present to clients a holistic approach, leveraging the entire Private Bank platform * High touch, client-focused...Bank of America premises and to provide a safe work environment. Bank of America is… more
- Bank of America (San Francisco, CA)
- Private Wealth Relationship Manager San Francisco, California **To...Bank of America premises and to provide a safe work environment. Bank of America is ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Francisco/ Private -Wealth-Relationship-Manager--FP-\_25025589-2) **Job Description:** Merrill Wealth Management is a leading… more
- PNC (San Francisco, CA)
- …to contribute to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you can be based in San Francisco, San Jose ... executes strategies for proactively sourcing new relationships for the bank . Owns communication and contact with existing clients to...any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 ( SAFE Act)… more
- PNC (Irvine, CA)
- …to contribute to the company's success. As a Banking Market Manager within PNC's Private Bank organization, you will be based in Denver, Irvine, San Francisco ... any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 ( SAFE Act)...Enforcement for Mortgage Licensing Act of 2008 ( SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA),… more
- Comerica (Costa Mesa, CA)
- Job Description Regional Director- Private Banking Responsible for the strategic development, growth, quality and profitability for assigned market. May have ... responsibility for other offices as needed. Directs activities and manages private bankers in analyzing and structuring credit facilities for new and existing… more
- US Bank (Sacramento, CA)
- … mortgage industry knowledge and event issues. Establishes collaborative partnerships within US Bank Home Mortgage and other business lines within US Bank ... to loan origination functions for a small team of Mortgage Loan Originators. Ensures that documents required for processing,...Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or… more
- JPMorgan Chase (Los Angeles, CA)
- …registration requirements of registration can be found at: http:// mortgage .nationwidelicensingsystem.org/ SAFE /Pages/default.aspx Employer Description Chase is a ... the opportunity to take initiative, act entrepreneurially, and contribute to the Bank 's growth in a team environment. **Job responsibilities** + Develop new and… more
- City National Bank (Los Angeles, CA)
- …into the consumer, business banking, commercial banking, entertainment banking, and private banking segments. Follows Bank segmentation policy and collaborates ... Team Leaders at the various business units within the Bank when closing deals and implementing banking services. Documents...good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" ( Safe Act)… more
- Bank of America (Los Angeles, CA)
- …drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with ... insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office...marketing and organizational support. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE… more
- Truist (San Francisco, CA)
- …that may limit employment at Truist include the Secure and Fair Enforcement for Mortgage Licensing ( SAFE ) Act, Regulation Z of the Truth in Lending Act, ... and escrow solutions available to institutional clients: public and private corporations, financial institutions, non-profits, and government entities. 2. Develop… more