- BMO Financial Group (Chino, CA)
- …of new mortgage business and increase BMO's share of the home financing market . Actively identifies sales opportunities and refers to BMO colleagues as appropriate. ... Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G,...creation of national partnerships and/or creates local partnerships to lead client and realtor discussions and sell real estate… more
- Navy Federal Credit Union (Murrieta, CA)
- …such as checking, savings, certificate, IRA, revocable trust and estate accounts + Lead cash operations and branch self-auditing efforts to keep credit union assets ... employee training, establishing team development goals and eliminating inefficiencies + Lead outside marketing and promotional activities for members and potential… more
- PNC (Hemet, CA)
- …review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies ... and skills; ability to identify and engage potential customers in the market . Build relationships and create opportunities. Plan, strategize and target the right… more