- Wells Fargo (Beverly Hills, CA)
- Job Description **About this role:** Wells Fargo is seeking a Private Mortgage Banker ( SAFE ) in Consumer Lending as part of Home Lending. Learn more ... independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies,...transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and… more
- US Bank (Los Angeles, CA)
- …responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management. This position requires National Mortgage ... what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Private Banking is...Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or… more
- JPMorgan Chase (Canoga Park, 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 ... the best products and services for their needs + Partners with Specialists ( Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to… more
- Umpqua Bank (Los Angeles, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Encino, California Los Angeles, California Newport Beach, California **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
- US Bank (Los Angeles, CA)
- …minimum of 50% of their time conducting their activities away from US Bank locations. This position requires National Mortgage Licensing System (NMLS) ... of originating residential loans through ongoing sales efforts. Takes mortgage applications, conducts preliminary underwriting reviews, and submits loan...Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or… more
- US Bank (Encino, CA)
- …at least 50% of their time conducting their activities away from US Bank locations. This position requires National Mortgage Licensing System (NMLS) registration ... you excel at-all from Day One. **Job Description** Originates mortgage loans in an assigned metropolitan territory. Takes applications,...Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or… more
- Bank of America (Beverly Hills, 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 ... present to clients a holistic approach, leveraging the entire Private Bank platform * High touch, client-focused...Bank of America premises and to provide a safe work environment. To view Bank of… more
- Bank of America (Los Angeles, CA)
- …include advising on the client's financial needs and the full array of Private Bank 's capabilities, establishing and deepening relationships with internal and ... Private Client Manager II Los Angeles, California **Job...Bank of America premises and to provide a safe work environment. To view Bank of… more
- City National Bank (Beverly Hills, CA)
- …work assignments for direct reports. * Determine work assignments in conjunction with Private Banker and Client Manager based on experience, availability, and ... good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" ( Safe Act)...* Attend client meetings at the request of the Private Banker to facilitate complex service needs… more
- Bank of America (Los Angeles, CA)
- …a centralized coverage team that provides dedicated brokerage services to UHNW Private Bank clients. Initial client/prospect engagement and introduction is ... initiated by the Private Bank and referred to the MAG...Bank of America premises and to provide a safe work environment. To view Bank of… more
- City National Bank (Los Angeles, CA)
- …is granted. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" ( Safe Act) and must be registered/licensed with ... credit and loan underwriting expertise to a team of Private Bankers. Analyzes prospective loan transactions and credit worthiness...good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" ( Safe Act)… more
- JPMorgan Chase (Los Angeles, CA)
- …registration requirements of registration can be found at: http:// mortgage .nationwidelicensingsystem.org/ SAFE /Pages/default.aspx Employer Description Chase is a ... the opportunity to take initiative, act entrepreneurially, and contribute to the Bank 's growth in a team environment. **Job responsibilities** + Develop new and… more
- Citigroup (Downey, CA)
- …The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments ... through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace...new clients with the goal of bringing in new bank and brokerage assets . Deepen relationships with existing… more