- 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 Feb 06 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 (Morristown, 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
- 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
- Morgan Stanley (New York, NY)
- …(" Private Bankers" or "PB") to join our National Sales Team in the Private Banking Group. The Private Banker will build Advisor product awareness ... structuring client transactions or offer constructive alternatives * Partner with the Associate Private Banker (s) to provide FA and their client(s), Private … more
- US Bank (Hackensack, NJ)
- …and discover what you excel at-all from Day One. **Job Description** _We're hiring non- bank mortgage sales supervisors in Cedar Knolls and all of northern New ... and event issues. + Establish collaborative partnerships within US Bank Home Mortgage and other business lines...for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors, as gained through on the job training… more
- M&T Bank (Paramus, 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
- Banco Popular Puerto Rico (New York, NY)
- …and mortgage products and services, and deposit solutions. Cultivate private banking clients and establish new relationships by calling on prospective clients ... Senior International Private BankerApply now " Apply now + Apply...focus on collaborating with other internal partners such as Mortgage , Investment, and other banking specialists to develop and… more
- PNC (West Caldwell, NJ)
- …as a COI. Works across a broad range of ecosystem partners, including PNCI, PNC Private Bank , Business Banking and Mortgage . Identifies the resource or team ... lead management and referral generation--Leverages experience and acquired knowledge of bank products and services and positions appropriately to grow share of… 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
- Bank of America (Brooklyn, NY)
- …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 ... SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system...Present to clients a holistic approach, leveraging the entire Private Bank platform * A high touch,… more
- Bank of America (New York, NY)
- Private Wealth Relationship Manager New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… 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
- Citizens (Morristown, NJ)
- Description The Private Client Wealth Advisor thrives in a culture defined by a shared vision of always placing client interests first while coaching and developing ... self and others. The Private Client Wealth Advisor understands financial planning strategies and wealth management practices. Overarching duties include building,… 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
- Santander US (New York, NY)
- …managing counterparty credit risk to a global portfolio of Hedge Funds, Mortgage Originators, Financial Institutions, Asset Managers, and Private Equity Funds ... experience in banking/financial institutions with expertise in Commercial and Residential Mortgage Originators, alternative funds (hedge funds, private equity… more