• Mortgage Branch Manager

    US Bank (San Bernardino, CA)
    …skills and discover what you excel at-all from Day One. **Job Description** Assists Mortgage Regional Manager in the leadership and management of Mortgage ... growth and profitability of the region. Maintains a personal pipeline of retail mortgage loans. Recruits, interviews and trains elite talent, as well as be… more
    US Bank (05/15/25)
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  • Branch Manager - Chino, CA - Grand…

    US Bank (Chino, CA)
    …as appropriate for this position. 14. Performs other duties as assigned or required. ** BRANCH MANAGER 3** Total Base Pay Range + 81,515.00 - 95,900.00 - ... of employment practices including rewards and recognition, employee development, and change management ** BRANCH MANAGER 4** Total Base Pay Range + 92,820.00 -… more
    US Bank (06/04/25)
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  • Branch Manager North Orange County…

    Wells Fargo (Walnut, CA)
    …experience, risk, and growth of the team and the business to meet Branch Network business objectives + Identify opportunities for making banking easier for customers ... to support adoption and customer convenience + Lead the branch while engaging stakeholders, peers, and internal partners in...As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations.… more
    Wells Fargo (06/04/25)
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  • Wealth Relationship Manager

    Citigroup (Woodland Hills, CA)
    The Wealth Relationship Mgmt. ( Branch ) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client...are strictly adhered. + Partner with all roles on branch team to ensure all clients have a positive… more
    Citigroup (05/15/25)
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  • Wealth Relationship Manager

    Citigroup (Loma Linda, CA)
    The Wealth Relationship Mgmt. ( Branch ) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client...strictly adhered to + Partner with all roles on branch team to ensure all clients have a positive… more
    Citigroup (04/09/25)
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  • Relationship Manager Senior

    City National Bank (Woodland Hills, CA)
    *RELATIONSHIP MANAGER SENIOR* *Woodland Hills Branch * WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be ... good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must...(Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able… more
    City National Bank (04/16/25)
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  • Retail Relationship Banker

    BMO Financial Group (Sherman Oaks, CA)
    …that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve ... Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the SAFE Act). This position will...as a key member of a collaborative and versatile branch and market team. + Probes to understand customer… more
    BMO Financial Group (06/06/25)
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  • Senior Wealth Advisor

    Citigroup (Chino Hills, CA)
    …of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio ... other compliance norms . Partner with all roles on branch team to ensure all clients have a positive...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage more
    Citigroup (04/03/25)
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  • Financial Advisor

    BMO Financial Group (Covina, CA)
    …business (eg outbound calling campaigns, conducting seminars) and cultivate branch employee referrals. + Identifies opportunities during customer conversations to ... + Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the sales of… more
    BMO Financial Group (05/17/25)
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  • Merrill Financial Solutions Advisor - Los Angeles…

    Bank of America (Ontario, CA)
    …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in ... of training. This role is located in a Merrill branch . **We'll help you:** + Get training and one-on-one...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
    Bank of America (04/01/25)
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