- Wells Fargo (Summit, NJ)
- **About this role:** Wells Fargo is seeking a Private Mortgage Banker (SAFE) **In this role, you will:** + Participate in soliciting residential mortgages ... and take applications for a dwelling-secured transaction within the Private Mortgage Banking Sales functional area +...and Alcohol Policy to learn more. **Company:** WELLS FARGO BANK **Req Number:** R-339758 **Updated:** Tue May 07 00:00:00… more
- Wells Fargo (Summit, NJ)
- …some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance ... in the job expectations below **Required Qualifications:** + 2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one… more
- JPMorgan Chase (Mount Freedom, NJ)
- …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 ... and services for their needs + Partners with Specialists ( Private Client Advisors, Mortgage Bankers and Business...and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable… more
- Wells Fargo (New York, NY)
- …is seeking a **In this role, you will:** + Work under the guidance of a senior Private Mortgage Banker to produce high quality jumbo residential mortgage ... in the job expectations below **Required Qualifications:** + 6+ months of Private Mortgage Banking Sales experience, or equivalent demonstrated through one… more
- City National Bank (New York, NY)
- ** PRIVATE BANKER ** **WHAT IS THE OPPORTUNITY?** Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families ... good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must...good standing under the Safe Act. **Wealth Management Division: Private Banking** As a member of City National's Wealth… more
- US Bank (New York, NY)
- …Island, NY!_** The responsibilities of this role include the following: + Originate mortgage loans in an assigned non- bank territory. + Take applications, ... their time conducting their sales activities away from US Bank locations. This position requires National Mortgage ...for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors, as gained through on the job training… more
- M&T Bank (Iselin, NJ)
- …bank products or to alternative lending vehicles, as needed. + Cultivates new mortgage business. Markets, services and promotes the bank 's mortgage ... estate market, as well as the changing rules and regulations pertaining to both private and government-insured mortgages. + Represents the bank in the community… more
- US Bank (New York, NY)
- …at least 50% of their time conducting their activities away from US Bank locations. This position requires National Mortgage Licensing System (NMLS) registration ... At US Bank , we're on a journey to do our...you excel at-all from Day One. **Job Description** Originates mortgage loans in an assigned metropolitan territory. Takes applications,… more
- TD Bank (New York, NY)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch point of client contact ... clients who maintain smaller balances with TD. The Associate Private Client Relationship Manager I will serve as the...effectively with other departments within TD Wealth and TD Bank , America's Most Convenient Bank + Personalized… more
- TD Bank (New York, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist will act as a high-touch point of client contact ... client service to achieve greater share of wallet. The Private Client Service Associate will support other team members...manages all aspects of the clients relationships with TD Bank + Executes a differentiated service model/experience for HNW… more
- City National Bank (New York, NY)
- …by providing credit and loan underwriting expertise to a team of Private Bankers. Analyzes prospective loan transactions and credit worthiness of borrowers. ... good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must...credit structure and terms; fully underwrite CRR consistent with Bank format, policies and procedures; determine sources and uses… more
- Mizuho Corporate Bank (Jersey City, NJ)
- …Administration Section; ensures accurate and timely administration / servicing of the Bank 's agented loan portfolio; ensures daily activity comply with state and ... federal laws, regulations and Bank lending policies and procedures; ensures department activities run...products such as ABL, equity fund finance and residential mortgage , as well as service Left Lead Institutional Term… more
- Mizuho Corporate Bank (Jersey City, NJ)
- …is responsible for ensuring accurate and timely administration / servicing of the Bank 's loan portfolio; ensures daily activity comply with state and federal laws, ... regulations and Bank lending policies and procedures; ensures department activities run...products such as ABL, equity fund finance and residential mortgage . PRINCIPLE DUTIES AND RESPONSIBILITIES: General Duties + Act… more
- Morgan Stanley (New York, NY)
- …cash management, annuities, insurance, retirement, and trust services. Morgan Stanley Private Bank , National Association ("MSPBNA") provides cash management and ... Management or Financial Product Management experience *Lending product knowledge (preferred) * Private Bank experience (preferred) *Experience in risk assessments… more
- Morgan Stanley (New York, NY)
- …cash management, annuities, insurance, retirement, and trust services. Morgan Stanley Private Bank , National Association ("MSPBNA") provides cash management and ... Risk Management or Financial Product Management experience *Lending product knowledge (preferred) * Private Bank experience (a plus) *Experience in the execution… more
- Morgan Stanley (New York, NY)
- …cash management, annuities, insurance, retirement, and trust services. Morgan Stanley Private Bank , National Association ("MSPBNA") provides cash management and ... risk program for lending products including Securities Based Lending, Tailored Lending, Private Share Lending and Residential Mortgage . The BCU Associate will… more
- Morgan Stanley (New York, NY)
- …deposits & cash management, annuities, insurance, retirement and trust services. Morgan Stanley Private Bank , NA is seeking a high potential candidate to help ... development and lending. ** *Job Description/Position Responsibilities:* ** *Partner with Private Banker and Financial Advisor/ Private Wealth Advisor… more
- Citigroup (New York, NY)
- …The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments ... through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace...new clients with the goal of bringing in new bank and brokerage assets . Deepen relationships with existing… more
- State of New York Mortgage Agency (New York, NY)
- …and community development. We partner regularly with a variety of public and private stakeholders. Achieving this mission requires a wide range of skills and ... as well as for the State of New York Mortgage Agency ("SONYMA") and for the New York State...("SONYMA") and for the New York State Municipal Bond Bank Agency ("MBBA") and its subsidiary, the Tobacco Settlement… more
- Citigroup (New York, NY)
- …The Wealth business serves ultra-high-net-worth individuals and family offices through Citi Private Bank (CPB), operates in the affluent and high-net worth ... specifically supports the Wealth Lending businesses, looking across the Private Bank , Wealth at Work, and Citigold/CPC...experience in lending related products including wholesale lending and mortgage lending a plus + Prior FP&A experience or… more