- Citigroup, Inc. (Forest Hills, NY)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage … more
- Regions Financial Corporation (Clearwater, FL)
- …At Regions, the Associate Wealth Advisor , through the mentorship of a senior advisor , will build foundational skills, knowledge and expertise needed to ... Wealth Advisor role. Primary Responsibilities Under the guidance of senior Wealth Advisors, serves as a relationship management point of contact, delivering… more
- First Horizon (Chattanooga, TN)
- …you have found your home with First Horizon Advisors. As a Financial Advisor , you will be responsible for developing client relationships and partnerships with ... the tools and proven methods that will lead to Advisor and Client success. If you are ready to...trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as… more
- City National Bank (New York, NY)
- RELATIONSHIP MANAGER SENIOR 6th Avenue, New York, NY WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible ... personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs...good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must… more
- Fifth Third Bank (Cincinnati, OH)
- …provides feedback on telephone quality monitoring through side-by-side observations of each Advisor . * Partners with quality analysts to review and discuss quality ... image and commanding the respect of staff, peers, and senior management. * Ability to multi-task and be flexible....registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Retail Direct Sales Team Manager… more
- First Financial Bank (Dayton, OH)
- …and by referring, as appropriate, to internal business partners such as Mortgage , Wealth, Small Business Banker Commercial, and Treasury Management. Job Description ... and provide a fIRST Class Client Experience. Function as client's personal trusted advisor by adding value and building deep client relationships by utilizing the… more
- Goldman Sachs, Inc. (Los Angeles, CA)
- …customers around the world to reach their financial goals. Our advisor -led wealth management businesses provide financial planning, investment management, banking ... existing loans along with overall liability management. Our lending advisors and mortgage specialists provide a wide range of creative borrowing solutions against… more
- Greysteel Company LLC (Raleigh, NC)
- …Smart investments begin with sustainable relationships. Greysteel is a leading advisor for private, middle market, and institutional real estate investors. Our ... spanning all commercial property investment activities, from asset dispositions to senior loans and structured financings. Our reputation as market creators has… more
- Fifth Third Bank, NA (Grand Ledge, MI)
- …+ Works with senior leadership to develop coach and train assigned Mortgage Loan Advisor on behaviors and activities required to development and sustain ... external referral sources. + Works with senior leadership to educate Mortgage Loan Advisor on all aspects and components of the mortgage loan originator… more
- JPMorgan Chase (Nashville, TN)
- **Summary** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home...strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well… more
- FirstBank PR (GU)
- Mortgage Audit & Risk Assessment Manager - Mortgage...At FirstBank PR, we strive to be a trusted advisor to our clients and our employees are the ones ... number one place for you. A Brief Overview The Mortgage Regulatory & Credit Risk Manager is responsible for...and best practices. + Escalates to unit managers and/or senior management exceptions that may have a legal, financial,… more
- JPMorgan Chase (New York, NY)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of ... making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home...strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and can function… more
- FirstBank PR (GU)
- FIRSTBANK PR INVESTOR ACCOUNTANT MORTGAGE ACCOUNTING Our Company At FirstBank PR, we strive to be a trusted advisor to our clients and our employees are the ones ... other Accounting Units (Cash Accounting, Reconciliation, Disbursement) within the Mortgage Accounting Department, including more complex accounting matters. Prepare… more
- Citigroup (Hewlett, NY)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage … more
- Citigroup (Downey, CA)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage … more
- Citigroup (Boca Raton, FL)
- The Senior Wealth Advisor SAFE Act is...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage ... opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.)… more
- M&T Bank (Williamsville, NY)
- The Mortgage Division at M&T Bank is a leading...team in Amherst, NY, and serve as a trusted advisor , bringing HR solutions to attract, retain and engage ... for a strategic HR Business Partner to support our Mortgage Originations, Mortgage Servicing and Mortgage...in this business(es). The jobholder interacts with middle to senior level managers and supports them through all their… more
- PNC (Tampa, FL)
- …to the company's success. We are looking to hire a Credit Risk Review Advisor Senior in Credit Risk Review within PNC's Independent Risk Management organization. ... Risk Committee of the Board of Directors. As CRR Advisor Senior you will join a highly...any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the… more
- Huntington National Bank (Oak Lawn, IL)
- Description Summary: The HHFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial ... prospective customers. + Responsible for partnering with every line of business ( Mortgage , Business Banking, Private Bank, etc.) to provide clients with best… more
- PNC (Washington, DC)
- …valued and have an opportunity to contribute to the company's success. As a Senior Investment Advisor within the PNC Private Bank organization, you will be ... (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority… more
