- First State Bank (Denton, 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
- Charles Schwab (Westlake, TX)
- …High Net Worth Individuals, including its Pledged Asset Line of Credit, mortgage products, advisor loans, margin lending, unsecured lending, franchise loans ... product (a non-purpose revolving line of credit secured by investment collateral), mortgage products, loans made by Schwab affiliates and the development of new… more
- PenFed Credit Union (Irving, TX)
- …of the PenFed family. PenFed is hiring a (Hybrid) Vice President, Consumer Direct Mortgage at our San Antonio, Texas or Irving, Texas location. The primary purpose ... to lead the Digital Channel sales production for PenFed Mortgage and Home Equity. This Executive will oversee the...Managers, and Loan Officers ensuring they are a trusted advisor to our membership and ensure they have the… more
- Bank of America (Dallas, TX)
- Financial Solutions Advisor Registration Candidate- Stage I-Consumer Investments- Central DFW Dallas, Texas;Dallas, Texas; Dallas, Texas; Dallas, Texas; Dallas, ... your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the… more
- Bank of America (Fort Worth, TX)
- Credit Solutions Advisor - Beach and Tarrant Fort Worth, Texas **Job Description:** **Credit Solutions Advisor II** At Bank of America, we are guided by a common ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in… more
- Bank of America (Bedford, TX)
- Advisor Development Program - Financial Solutions Advisor Trainee: Bedford / Central Financial Center Bedford, Texas **Job Description:** Merrill Wealth ... is culture driven, resilient, results focused and effective. **Role Specifics:** As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA… more
- JPMorgan Chase (Frisco, 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 (Fort Worth, 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 (Frisco, TX)
- Merrill Financial Solutions Advisor : Greater Dallas Market Frisco, Texas;Dallas, Texas **Job Description:** Merrill Wealth Management is a leading provider of ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in… more
- Truist (Dallas, TX)
- …delivery of a broad range of retail solutions including banking, mortgage , planning, investments, and insurance services. Leverage the Truist referral network ... profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset… more
- First National Bank of Omaha (Plano, TX)
- …referral partners span departments including Commercial & Business Banking, Retail Banking & Mortgage , and Trust & Private Wealth Reserve. Join us, and benefit from ... customers. + **Client Relationship Management:** Serve as a trusted advisor , offering personalized investment guidance and comprehensive financial planning… more
- US Bank (Dallas, TX)
- …capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client ... Wealth Management's strategic partners in the region. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the SAFE Act… more
- Truist (Dallas, TX)
- …committee level within non-profits in local market. 10. Support Wealth Advisor teammates through collaborative relationship strategies and teamwork. 11. Develop ... and proven oral, written and group presentations skills 9. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including… more
- First Horizon Bank (Dallas, TX)
- …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
- Bank of America (Plano, TX)
- Financial Solutions Advisor - Consumer Investments - East Dallas Tyler, Texas;Rowlett, Texas; Garland, Texas; Allen, Texas; Dallas, Texas; Rockwall, Texas; Tyler, ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in… more
- PNC (Dallas, TX)
- …contribute to the company's success. As a Business Experience Planning & Administration Advisor within PNC's SA Program Management organization, you will be based in ... (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 (Fort Worth, TX)
- …and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Investments, you will be based in Hulen & Bellaire, Fort Worth, ... (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
- Cushman & Wakefield (Dallas, TX)
- **Job Title** Financial Advisor (CPA preferred) **Job Description Summary** Candidate to join a USA based Financial Advisory and Consulting team that specializes in ... real estate related documentation to include leases, financing/loan agreements, mortgage documents, partnership agreements, and corporate financial statements for… more
- PennyMac (Plano, 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...those related to commodity pool operator and commodity trading advisor compliance + Draft originator and servicer disclosures in… more
- Truist (Dallas, TX)
- …Responsible for leading the growth and profitability of a regional Truist Wealth Advisor Team by increasing the team's revenues, expanding solutions and products to ... trust and estate planning, insurance and risk management services, retail and mortgage credit, and general retail banking services) through the coordination of… more