- Unknown (Columbia, SC)
- Vice President of Sales About the Company Well-established title agency Industry Real Estate Type Privately Held About the Role The Company is seeking a Vice ... expanding the company's footprint, and delivering exceptional service throughout the settlement process. This role is pivotal in leveraging established relationships… more
- Unknown (New York, NY)
- …President, Asset Based Financing Operations About the Company Globally renowned real estate investment firm Industry Real Estate Type Privately Held, Private ... whole loan space, providing allocations to clients for proper funding and settlement , and overseeing the booking, capturing, and reconciling of trades. Additionally,… more
- PNC (Baltimore, MD)
- …valued and have an opportunity to contribute to the company's success. As an Estate Settlement Advisor, you will work within the PNC Private Bank organization. ... Bank, NA is a named corporate fiduciary or agent, our experienced estate settlement officers offer a skillset to professionally administer estates and trusts,… 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust and estate settlement process. + May participate as a voting member of ... **Essential Duties and Responsibilities** + Administers trust and estate settlements in accordance with statutes and regulations. + Participates in the income tax… more
- Robert Half Legal (Philadelphia, PA)
- …team represents executors, trustees, and beneficiaries in all areas of trust and estate administration - including estate settlement , tax return preparation ... well-established law firm is seeking a permanent Trust and Estate Administration Paralegal to support its Private Client, Trusts,...will have 5+ years of experience in trust and estate administration, advanced knowledge of estate and… more
- Wells Fargo (Charlotte, NC)
- …+ Knowledge and understanding of trust administration practices, fiduciary responsibilities, estate settlement processes, and applicable tax considerations + MS ... 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
- Commonwealth of Pennsylvania (PA)
- …policies, and procedures related to the potential transfer, sale, or lease of real estate for public use. Presents and explains settlement offers for the ... terms of offers for the transfer, sale, or lease of real estate to negotiate a settlement . + B. I have experience presenting and explaining terms of offers… more
- TD Bank (Boston, MA)
- …as identifying opportunities to introduce and onboard clients for trustee appointment and estate settlement services. A second, but equally important role is to ... management and lending engagements + Partners with TD Wealth trust and estate settlement groups to identify and onboard clients for trust and estate… more
- Robert Half Legal (Washington, DC)
- Description We are looking for a skilled Real Estate Settlement Attorney to join our client's dynamic team in the Washington-DC area. In this role, you will ... communication. * Stay informed about local and state real estate laws, title insurance practices, and settlement ...real estate laws, title insurance practices, and settlement procedures. * Manage multiple transactions and deadlines while… more
- US Bank (Palm Beach, FL)
- …external attorneys and internal specialists to ensure accurate, timely and efficient estate settlement . Administers accounts in a manner that ensures compliance ... estate planning experience Preferred Skills/Experience - Advanced knowledge of estate settlement , gifting, income, estate and multi-generational taxation… more
- Commerce Bank (St. Louis, MO)
- …and expert resources to ensure integrated delivery of investment, fiduciary, tax, estate settlement , insurance, planning, credit and banking services to meet ... and expert resources to ensure integrated delivery of investment, fiduciary, tax, estate settlement , insurance, planning, credit and banking services to meet… more
- Wells Fargo (Philadelphia, PA)
- …+ 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
- 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), ... + 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
- Banc of California (Denver, CO)
- …Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), ... types of lending to businesses within C&I, investor real estate , and other specialty types of industries with primary...credit may include asset-based lending, term loans, commercial real estate loans, bridge loans, guidance lines, buy and sell… more
- Banc of California (Beverly Hills, CA)
- …Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), ... perform analysis, due diligence, and underwriting of proposed commercial real estate loan requests. Review initial borrower submissions, perform analysis of… more
- Wellington (Boston, MA)
- …supporting all operational activities within the private credit and real estate deal execution/ settlement process, and lifecycle management (coupon/principal/fee ... technology to develop and integrate private credit and real estate data & workflows into the newly designed private...for someone with experience supporting private credit and real estate strategies across a broad range of operational functions… more
- Rock Family of Companies (TX)
- …Coordinators **About you** Minimum Qualifications + 3-5 years of experience in Real Estate , Title & Settlement or Sales + Current Title Producer's License or ... Ability to quickly assess personalities and needs of all parties at settlement + Entrepreneurial mindset with excellent problem-solving abilities + Comfortable with… more
- Carrington (Frankfort, KY)
- …continuously learn and keep up to date with the Regulations related to the Real Estate Settlement Procedures Act (RESPA), Truth in Lending Act (TILA) the Fair ... growing team of uniquely talented professionals as we transform residential real estate . To read more visit: www.carringtonmortgage.com . **What We Offer:** +… more
- US Bank (Las Vegas, NV)
- …of National Trust School Program **Preferred Skills/Experience:** + Advanced knowledge of estate settlement , income, estate and multi-generational taxation ... and trusts + Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory compliance requirements + Basic project and information management skills + Ability to identify and… more
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