- Wells Fargo (Purchase, NY)
- …some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance ... transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and...job expectations below **Required Qualifications:** + 2+ years of Private Mortgage Banking Sales experience, or equivalent… more
- US Bank (Greenwich, CT)
- …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 (Chappaqua, NY)
- …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
- US Bank (New York, NY)
- … mortgage industry knowledge and event issues. Establishes collaborative partnerships within US Bank Home Mortgage and other business lines within US Bank ... to loan origination functions for a small team of Mortgage Loan Originators. Ensures that documents required for processing,...Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or… more
- US Bank (New York, NY)
- …and soliciting loan sales and conducting sales-related activities away from US Bank locations. This position requires National Mortgage Licensing System (NMLS) ... 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
- M&T Bank (Tarrytown, NY)
- …bank products or to alternative lending vehicles, as needed. + Cultivates new mortgage business. Markets, services and promotes the bank 's mortgage ... estate market, as well as the changing rules and regulations pertaining to both private and government-insured mortgages. + Represents the bank in the community… more
- Bank of America (New York, NY)
- …include advising on the client's financial needs and the full array of Private Bank 's capabilities, establishing and deepening relationships with internal and ... Present to clients a holistic approach, leveraging the entire Private Bank platform + A high touch,...Bank of America premises and to provide a safe work environment. To view Bank of… more
- Bank of America (New York, NY)
- …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
- US Bank (Greenwich, CT)
- …prospecting opportunities, we empower you to grow and build a rewarding career. US Bank Private Wealth Management (PWM) helps clients identify and achieve their ... stable, and committed to our clients and employees. At Private Wealth Management, we are uniquely positioned for growth...Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or… more
- PNC (Ridgewood, NJ)
- …contribute to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you will be based in Ridgewood, NJ. The ... executes strategies for proactively sourcing new relationships for the bank . Owns communication and contact with existing clients to...any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 ( SAFE Act)… more
- City National Bank (New York, NY)
- …in good standing under the Safe Act. What you will do * Support Private Banker in all areas of new business development by coordinating colleagues and ... good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" ( Safe Act)...and meeting with prospective clients jointly. * Partner with Private Banker in profiling across the full… more
- Citigroup (Greenburgh, NY)
- …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
- Citigroup (Bronxville, NY)
- …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...at Work. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth… more
- PNC (New York, NY)
- …Act (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 ... we combine the stability and resources of a major bank with leading technology and decades of subject matter...with M&A advisors, law firms, deal parties, family offices, private equity, and/or venture capital firms. * Contribute to… more