- JPMorgan Chase (Columbus, OH)
- …knowledge to build deep relationships within the community. As a Community Home Lending Advisor , you have an opportunity to deliver strong production results ... support as you partner with other specialists such as Affordable Lending Relationship Managers, Community Relationship Bankers, and Community Relationship Managers,… more
- JPMorgan Chase (Tempe, AZ)
- **Summary** As a Consumer Direct Home Lending Advisor in Chase Home Lending , you will guide your clients through the process of home ownership, ensuring ... strong sales results. Utilizing your extensive knowledge and understanding of home lending products, you will act as the primary point of contact for your… more
- JPMorgan Chase (Columbus, OH)
- Join our fun, high-energy team as a Consumer Direct Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of ... making a significant impact on our business. As a Consumer Direct Home Lending Advisor ...clients through the process of home ownership, ensuring strong sales results. Utilizing your extensive knowledge and understanding of… more
- JPMorgan Chase (Kissimmee, FL)
- **Summary** As a Community Home Lending Advisor , you will have the opportunity to use your passion for homeownership and your knowledge to build deep ... You will partner with other specialists such as Affordable Lending Relationship Managers, Community Relationship Bankers, and Community Relationship Managers,… more
- Citigroup (New York, NY)
- …successful candidate for this high impact role requires expertise in consumer lending , negotiation, relationship management, strategic thinking, people ... convenient, and more rewarding. Citibank serves as a trusted advisor to our retail, mortgage, small business, and wealth...working with external partners and solution providers to transform consumer lending strategy. + Partner with Operations… more
- Citizens (Binghamton, NY)
- …entrepreneurial spirit + Experience using financial planning tools + Familiarity with consumer lending and banking solutions + Digital literacy and experience ... proactive outreach, they are poised to meet and exceed sales goals. Primary responsibilities include + Identify client objectives...and deepen affluent client relationships in investment, deposit, and lending + Become a trusted advisor who… more
- Copper State Credit Union (Goodyear, AZ)
- …system changes/entries are completed. Forward all documents and title documentation to the Consumer Lending Department + Through the use of "warm" calling, make ... and results orientation to ensure the credit union maximizes lending and sales opportunities with members. +...appropriate credit union products and services. + Knowledge of consumer lending and account opening and closing… more
- Copper State Credit Union (Goodyear, AZ)
- …making sure all system changes/entries are completed. Forward all documents to the Consumer Lending Department + Actively cross-sell credit union products and ... strong results orientation to ensure the credit union maximizes lending and sales opportunities with members. +...appropriate credit union products and services. + Knowledge of consumer lending and account opening and closing… more
- Umpqua Bank (Tacoma, WA)
- …time managing high value relationships. + Originates consumer and small business lending credits up to $250,000. + Implements sales and promotional programs ... the skills required for their level of role, including technical expertise of consumer and small business lending . + Ensures operational efficiency, compliance… more
- Citigroup (New York, NY)
- …with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction ... services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our… more
- Commerce Bank (Lenexa, KS)
- …it can vary by market, targeted companies generally include those with annual sales up to $5MM. Essential Functions + Participate in calling activities with targeted ... across a full range of products and services, including lending , deposit, and payment products/services + Establish/manage a referral...of Centers-of Influence (COI's) + Serve as the primary advisor for an assigned portfolio of diverse and complex… more
- SMBC (Sacramento, CA)
- …International Services **JOB SUMMARY** As a Relationship Manager in the Franchise Finance lending vertical of the bank, the RM will source and build a franchise ... include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, including cross selling… more
- JPMorgan Chase (Rochester, NY)
- …position has high internal and external visibility, reporting to the Region Sales Director, and collaborating with Dealer Relationship Managers to help drive ... business development responsibilities. You are seen as a trusted advisor to both your existing and prospective clients in...partners in accordance with risk guidelines and prudent commercial lending principals + As a senior member of the… more
- Financial Partners Credit Union (Downey, CA)
- …all loan participation sale activities including mortgage, commercial and consumer loan participations. This includes developing and maintaining relationships with ... hedge coverage on an ongoing basis. Provide detailed analytics to hedging advisor related to operational turn times, margin strategies and pull-through ratios.… more
- Access Dubuque (Dubuque, IA)
- …and looking for opportunities to better the members' financial status. + Provide consumer lending services by analyzing a members financial position to determine ... all necessary loan documents for completeness and accuracy + Stay on top of lending and deposit trends as well as regulatory requirements Find out more about DuTrac… more
- City National Bank (Beverly Hills, CA)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's products ... business development plan that is consistently applied and incorporates a disciplined sales and service practice. They will focus on acquisition of new relationships… more
- BMO Financial Group (Centennial, CO)
- …product experts and process all banking solutions, including checking, savings, and lending needs. As a **Licensed Senior Premier Relationship Manager** at BMO, you ... relationships and deliver the desired customer experience. + Uses a consultative sales process to develop strong customer relationships; acts as client's trusted … more
- BMO Financial Group (Chicago, IL)
- …identify and make referrals. US Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair ... of clients with the objective of becoming their trusted advisor . + Leads a deal team to meet client...and relevant legal, regulatory and technology requirements. + Ensures lending and non- lending decisions, prospecting activities are… more
- BMO Financial Group (Chicago, IL)
- …identify and make referrals. US Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair ... worth clients with an objective of becoming their trusted advisor . + Leads a deal team to meet client...and relevant legal, regulatory and technology requirements. + Ensures lending and non- lending decisions, prospecting activities are… more
- SMBC (San Jose, CA)
- …range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees ... of companies with at least $2 million in gross sales with more emphasis on customers with higher revenues...customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met.… more