- PNC (Pittsburgh, PA)
- …and have an opportunity to contribute to the company's success. As a Senior Estate Settlement Manager within the PNC Private Bank organization, you will be ... Description** + Oversees fiduciary decision-making for an assigned team, including estate settlement trusts and other estate -related trusts. Ensures the… more
- Commerce Bank (St. Louis, MO)
- …Trust is a division of Commerce Bank. About This Job The main purpose of the Estate Settlement Advisor (ESA) is to serve our clients and partner with our Private ... Essential Functions + Manage an assigned portfolio of accounts through the estate settlement process of which a high percentage will be low to moderately… more
- Fifth Third Bank, NA (Grand Rapids, MI)
- …step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Support the Estate Settlement team in every aspect of servicing the client base to ... + Normal office environment. + Extending viewing of computer screens. Estate Settlement Associate At Fifth Third, we understand the importance of recognizing… more
- Wells Fargo (Irvine, CA)
- …+ Solid understanding of trust administration practices, fiduciary responsibilities, estate settlement processes, and applicable tax considerations + ... asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset...Philanthropic services. * Closely held asset management. * Real estate and loan asset management. * Oil, gas and… more
- Eastern Bank (Manchester, NH)
- …and regulations. Assists with business development opportunities specific to trust and estate settlement . **PROBLEM SOLVING & DECISION MAKING** **:** In ... and regulations. Assists with business development opportunities specific to trust and estate settlement .** In accordance with Bank's policies and procedures, as… more
- Thrivent Financial (Appleton, WI)
- …a technical resource to colleagues within and outside of the Personal Trust & Estate Settlement team. + Coordinate the collection, valuation, and distribution of ... Completion of Juris Doctor Degree. + 10+ years of trust administration, estate planning, estate settlement , tax or related experience with direct client… more
- PenFed Credit Union (San Antonio, TX)
- …years experience complying with federal consumer protection laws, to include, the Real Estate Settlement Procedures Act. + Deep understanding of the residential ... PenFed Home Contact Center Experience Platform. The platform integrates real estate brokerage, mortgage, home equity, property and casualty insurance, and ancillary… more
- Banc of California (Santa Ana, CA)
- …Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), ... + Open escrow and title as needed, coordinate to schedule closings and ensure escrow settlement is accurate prior to funding and closing on the loan. + Review and… more
- US Bank (Seattle, WA)
- …National Trust School Program **Preferred Skills/Experience:** + Considerable knowledge of estate settlement , income, estate and multi-generational taxation ... we will also consider candidates with 3-4 years of experience practicing trusts and estate law. If there's anything we can do to accommodate a disability during any… more
- Banc of California (Camarillo, CA)
- …Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), ... accounts as appropriate. + If applicable will primarily support the Commercial Real Estate Relationship Managers with the management of the Commercial Real Estate… more
- Banc of California (San Diego, CA)
- …Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), ... business unit partner(s) (ie, Commercial Banking, Business Banking, Real Estate Banking, Specialty Banking and/or Community Banking). Presents customers with… more
- Banc of California (Woodland Hills, CA)
- …Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), ... including, but not limited to asset-based lending, term loans, and commercial real estate loans. * Performs independent credit analysis and risk assessment of new… more
- M&T Bank (Buffalo, NY)
- …federal laws and regulations such as the Truth in Lending Act (TILA), Real Estate Settlement Procedures Act (RESPA), Fair Debt Collection Practices Act (FDCPA), ... guidelines + Have familiarity with title reports, recording requirements, and real estate transfer matters + Provide legal advice to M&T's Residential Mortgage… more
- Banc of California (San Luis Obispo, CA)
- …Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), ... Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA). + Intermediate math skills;… more
- Banc of California (Santa Ana, CA)
- …Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), ... Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA). + Knowledge of deposit, check,… more
- Banc of California (Santa Ana, CA)
- …Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), ... Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti- Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA), Consumer Financial Protection… more
- Bank of America (Newark, DE)
- …Sales, Licensed Supervision, Registration & Licensing, Data Management, Trust and Estate Settlement Services, Philanthropic Solutions, among other Wealth ... Management areas. Additional activities would include data extraction from multiple sources, documenting audit work, and validation of business remediation activities associated with open issues. Typically works on projects of moderate to high complexity that… more
- Banc of California (Santa Ana, CA)
- …Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), ... Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA). + Ability to work in a… more
- Thrivent Financial (Appleton, WI)
- …business or related field. + Minimum of 3 years banking, trust administration and/or estate settlement experience in a bank, law firm or trust department ... environment or related financial experience. + Ability to be an effective team player across multiple affiliates/departments. + Detail oriented problem-solver who effectively prioritizes workflow and multiple priorities. + Ability to understand and work… more
- Cherry Bekaert (Little Rock, AR)
- …+ Home Mortgage Disclosure Act (HMDA) + Community Reinvestment Act (CRA) + Real Estate Settlement Procedures Act (RESPA) + Fair Debt Collection Practices Act ... (FDCPA) + Servicemembers Civil Relief Act (SCRA) + Military Lending Act (MLA) + Electronic Fund Transfer Act (EFTA) + Expedited Funds Availability Act (EFA) + Truth In Savings Act (TISA) **What you bring to the role:** + Bachelor's degree in accounting,… more
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