- First State Bank (Celina, TX)
- Summary: The Mortgage Advisor is responsible for originating residential mortgage loans in accordance with bank policies, investor guidelines, and regulatory ... such as Fannie Mae Desktop Underwriter (DU) and Freddie Mac Loan Product Advisor (LPA). The ideal candidate will demonstrate a strong commitment to delivering… more
- Bank of America (Garland, TX)
- Credit Solutions Advisor - Garland Garland, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Garland/Credit-Solutions- Advisor Garland\_25045720) **Job Description:** At Bank of America, we… more
- Bank of America (Dallas, TX)
- Private Client Advisor II Dallas, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Dallas/Private-Client- Advisor -II\_23021273) **Job Description:** This role is responsible for new… more
- JPMorgan Chase (Allen, TX)
- **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 home ... impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a...strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well… more
- Truist (Dallas, TX)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... in the community * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships.… more
- Bank of America (Allen, TX)
- Financial Solutions Advisor Registration Candidate - East Dallas Mesquite, Texas;Dallas, Texas; Allen, Texas; Rockwall, Texas; Plano, Texas; Mesquite, Texas; Tyler, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Mesquite/Financial-Solutions- Advisor -Registration-Candidate East-Dallas\_25041600) **Job Description:** Please Note that this requisition… more
- Bank of America (Mckinney, TX)
- Financial Solutions Advisor Registration Candidate - Greater DFW Area Cross Roads, Texas;Dallas, Texas; Dallas, Texas; McKinney, Texas; Dallas, Texas; Dallas, Texas; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Cross-Roads/Financial-Solutions- Advisor -Registration-Candidate Greater-DFW-Area\_25041034) **Job Description:** Please Note that this requisition… more
- Regions Bank (Dallas, TX)
- …of the system. **Job Description:** At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined ... personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services + Serves as a focused partner,… more
- Bank of America (Allen, TX)
- Financial Solutions Advisor - Forth Worth Area Fort Worth, Texas;Arlington, Texas; Lake Worth, Texas; Grand Prairie, Texas; Arlington, Texas; Allen, Texas; Fort ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Fort-Worth/Financial-Solutions- Advisor Forth-Worth-Area\_25042448) **Job Description:** Please Note that this requisition… more
- Bank of America (Allen, TX)
- Financial Solutions Advisor - Beacon Hill Allen, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Allen/Financial-Solutions- Advisor Beacon-Hill\_25042275) **Job Description:** At Bank of America, we… more
- First Horizon Bank (Dallas, TX)
- …responsible for completing audit engagement assignments with minimal supervision. The Audit Sr. Advisor is expected to: + understand and identify the full range of ... wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the… more
- PNC (Dallas, TX)
- …valued and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Wealth Management you will be a part of one of the fastest ... (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
- PNC (Dallas, TX)
- …and have an opportunity to contribute to the company's success. As a Banking Advisor III within the PNC Private Bank organization, you will be based in Dallas, ... (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
- PennyMac (Carrollton, TX)
- …(NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of ... US mortgage loans and the management of investments related to...advice and product solutions: + Serve as a trusted advisor : Build rapport, evaluate customer needs and take a… more
- First Horizon Bank (Dallas, TX)
- …listed in job posting. **SUMMARY** The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their ... and make referrals to bank partners, including but not limited to mortgage , wealth, private client, and business banking. + Proactive Client Outreach: Conduct… more
- Ankura (Dallas, TX)
- …FinTech's, payment companies], consumer lending companies, commercial lending, mortgage lending, consumer collections agencies and securities/brokerage [broker ... dealer, registered investment advisor , exempt registered advisor ] and cannabis is the ideal candidate; + Knowledge of license acquisition and maintenance for… more
- Ankura (Dallas, TX)
- …FinTech's, payment companies], consumer lending companies, commercial lending, mortgage lending, consumer collections agencies and securities/brokerage [broker ... dealer, registered investment advisor , exempt registered advisor ] and cannabis is the ideal candidate; + Knowledge of license acquisition and maintenance for… more
- CBRE (Dallas, TX)
- …successful candidate will manage the contract relationship, acting as a trusted advisor and thought leader to design and operate a multi-faceted sustainability ... aligning with global ESG standards and client goals. - Serve as a senior advisor to a real estate investment management firm, providing guidance on ESG integration,… more
- KeyBank (Dallas, TX)
- …Suite 400 - Dallas, Texas 75225 The Senior Banker serves as the Trusted Advisor for clients and prospects who are primarily active real estate owners, investors and ... Key values. **ESSENTIAL JOB FUNCTIONS** + Serves as Trusted Advisor to clients by developing a clear and holistic...* Experience in a product role, such as commercial mortgage , subordinated debt or investment banking COMPENSATION AND BENEFITS… more
- Anywhere Real Estate (Mckinney, TX)
- …brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports ... expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** -… more