- Wells Fargo (Oceanside, CA)
- **About this role:** Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career ... some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance… more
- Wells Fargo (Irvine, CA)
- …some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance ... in the job expectations below **Required Qualifications:** + 2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one… more
- JPMorgan Chase (Foothill Ranch, CA)
- …lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact ... and services for their needs + Partners with Specialists ( Private Client Advisors, Mortgage Bankers and Business...and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable… more
- City National Bank (San Diego County, CA)
- * PRIVATE BANKER * WHAT IS THE OPPORTUNITY?...good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must ... be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able...* Superior knowledge of credit policies and procedures, and bank operations policies and procedures. * Demonstrated sales and… more
- Wells Fargo (Oceanside, CA)
- …experience in one or a combination of the following: corporate, consumer, mortgage , investments, brokerage, or private banking + Experience recommending ... role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as...services + Identify client needs and goals for business, mortgage , retirement, and investment services, then partner closely with… more
- Columbia Bank (Newport Beach, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach, California Phoenix, Arizona **Description** ... partners. + Profile the full spectrum of needs of Private Bank target clients and provide tailored...which is defined as an individual authorized by the Bank to take mortgage loan applications, offer… more
- Bank of America (Newport Beach, CA)
- …enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank 's capabilities and services to meet ... * Ability to present to clients a holistic approach, leveraging the entire Private Bank platform * High touch, client-focused individual with exceptional… more
- Comerica (Costa Mesa, CA)
- Job Description Regional Director- Private Banking Responsible for the strategic development, growth, quality and profitability for assigned market. May have ... responsibility for other offices as needed. Directs activities and manages private bankers in analyzing and structuring credit facilities for new and existing… more
- BMO Financial Group (Newport Beach, CA)
- …(the SAFE Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the ... plan to profitably grow overall banking revenue while maintaining adherence to the Bank 's risk tolerance. Works collaboratively in the branch and regional teams to… more
- KeyBank (Newport Beach, CA)
- …various permanent loan executions including Fannie Mae, Freddie Mac, FHA/HUD, Private Placement and bonds; and equity investments for low-income housing projects, ... CRA and community impact responsibilities in the communities served by the Bank nationally. + Drives a high-quality profitable portfolio within the CDLI region(s)… more