- Wells Fargo (Gastonia, NC)
- **About this role:** Wells Fargo is seeking a Community Mortgage Bank Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. For additional ... **In this role you will:** + Sit within assigned bank branches and originate mortgage loans. Collaborate...experience, or education **Desired Qualifications:** + 2+ years of mortgage retail sales experience + Expertise of… more
- City National Bank (Charlotte, NC)
- * COMMUNITY LENDING MORTGAGE BANKER* WHAT IS THE...YOU DO? * Outside Sales : Originate residential mortgage loans and related bank products and expand ... products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales ...the bank directly and indirectly related to mortgage originations * Attend regularly scheduled sales … more
- City National Bank (Charlotte, NC)
- …and Credit policies and procedures as well as all regulatory requirements (eg, Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending ... *EXTERNAL LOAN OFFICER- MORTGAGE BANKING* WHAT IS THE OPPORTUNITY? The external...financial needs. Conduct client/prospect needs analysis and develop proposed solutions/ sales presentations to meet their needs. Maintain current knowledge… more
- US Bank (Charlotte, NC)
- …sources for the purpose of originating residential loans through ongoing sales efforts. Takes mortgage applications, conducts preliminary underwriting reviews, ... making and soliciting loan sales and conducting sales -related activities away from US Bank locations....of their time conducting their activities away from US Bank locations. This position requires National Mortgage … more
- City National Bank (Charlotte, NC)
- * MORTGAGE LOANPROCESSOR II* WHAT IS THE OPPORTUNITY? The Mortgage Loan Processor II is responsible for managing a pipeline of purchase and/or refinance ... transactions. The Mortgage Loan Processor II is also responsible for ensuring...service levels. * Acts as the primary liaison between Sales , Title, Escrow & Centralized Services. * Effectively manage… more
- Regions Bank (Charlotte, NC)
- …into the careers section of the system. **Job Description:** At Regions, the Mortgage Loan Officer directs origination of residential mortgage loans from a ... borrower through a branch network. **Primary Responsibilities** + Completes mortgage applications for submission to the loan processing and underwriting departments… more
- Huntington National Bank (Charlotte, NC)
- Description Summary: The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington Private Bank responsible for developing, ... + Self-acquires new business by being active and well connected in the community and with external centers of influence. + Responsible for providing legendary client… more
- City National Bank (Charlotte, NC)
- …OFFICER SENIOR* WHAT IS THE OPPORTUNITY? This position is responsible for referral-based sales of first mortgage and concurrent second loan products to existing ... clients and prospects as assigned. * Develops and negotiates mortgage loan sales plans in conjunction with...and procedures as well as all regulatory requirements (eg, Bank Secrecy Act, Know Your Client, Community … more
- TD Bank (Charlotte, NC)
- …compliance with policies and procedures to mitigate risk and protect the Bank and Customers. This role will drive, reinforce, and demonstrate meeting Operational, ... Customer and Sales objectives. In the absence of any other manager,...with low to moderate risk + Demonstrates understanding of bank operational policies, procedures and regulations and establishes expectations,… more
- TD Bank (Charlotte, NC)
- …in Customer assessments, proactively identifies Customer solutions and lead-focused outbound sales activities + Evaluates issues, errors and problems based on ... intake + Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) **Education & Experience:** + HS Diploma or… more
- City National Bank (Charlotte, NC)
- …the process of the loan. * Maintains a proactive commitment to established Bank programs, such as CustomerFirst, Community Reinvestment Act (CRA) and Equal ... Officers to facilitate the timely review and submission of completed mortgage loan application packages, including supporting documentation required to process loan… more
- US Bank (Charlotte, NC)
- …efforts by providing deeper knowledge in their respective areas of expertise. As a US Bank representative in the community the PWA also acts as a conduit for ... At US Bank , we're on a journey to do our...PWA is responsible for growth through internal and external sales and development of new client relationships within PWM.… more
- First Horizon Bank (Charlotte, NC)
- …one of our banking center managers! You will immerse yourself in the community , build and maintain client relationships, and oversee all banking center functions to ... Include** + Business development of market area through proactive sales calls and networking to meet or exceed all...and fee income goals. + Involvement in the local market/ community through civic organizations or community groups.… more
- Fifth Third Bank, NA (Charlotte, NC)
- …ready to take the next step? Discover a career in banking at Fifth Third Bank . General Function The Senior Credit Advisor is a key member of Fifth Third's Private ... Bank team of wealth management experts serving our most...and implements targeted business plan and achieves annual target sales and revenue goal + Prospects for clients by… more
- Huntington National Bank (Charlotte, NC)
- …and prospective customers. + Responsible for partnering with every line of business ( Mortgage , Business Banking, Private Bank , etc.) to provide clients with best ... appropriate solutions as needed. + Provide ongoing training and sales support to assigned branches to deliver a great...enables our teams to deepen connections, maintain a strong community , and do their best work. Remote roles will… more
- Truist (Fort Mill, SC)
- …4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines 5. Commits to advancing individual knowledge ... applications, such as Microsoft Office 6. Must be SAFE ( Mortgage Licensing Act) compliant within 30 days of employment...business clients 6. Demonstrated ability in meeting or exceeding sales goals 7. General understanding of bank … more
- PNC (Charlotte, NC)
- …activities with new and/or existing clients in a book of business to grow sales , revenue and market share with relevant sales goals. Typically works with ... effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients...and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range… more
- Truist (Mount Holly, NC)
- …activities may change from time to time. 1. Promote positive public image in the community and instill the Purpose, Mission and Values in the team and in support of ... strategy including but not limited to Small Business, Mass Affluent, Community Heroes, and Integrated Relationship Management (IRM) partnership. 3. Drive branch… more