- Wells Fargo (Santa Ana, CA)
- **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...proficiency in Spanish/English **Desired Qualifications:** + 2+ years of mortgage retail sales experience + Expertise of… more
- Umpqua Bank (Irvine, CA)
- …act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage , arrange a mortgage ... relationships with high-net-worth clients.This is first and foremost a sales position and we seek a self-motivated individual who...to manage the most complex portfolios and knowledge of bank products and services. + Involved in community… more
- City National Bank (Woodland Hills, CA)
- …CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales , networking, and community presence activities that generate the ... plan that is consistently applied and incorporates a disciplined sales and service practice. They will focus on acquisition...client contact - networking & being visible in the community , representing the Bank by actively participating… more
- City National Bank (Long Beach, CA)
- …the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as ... manner for reporting purposes. * Maintains collaboration with all sales partners. * Complies fully with all Bank...and procedures as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client, Community … more
- US Bank (Ontario, CA)
- …in the local market/ community to identify the needs and promote US Bank products and services. This position requires National Mortgage Licensing System ... the lives of our customers. 10. Participates in local market/ community activities to promote US Bank growth...bank losses and overall exposure. 12. Requires National Mortgage Licensing Service (NMLS) registration under the terms of… more
- City National Bank (Newport Beach, CA)
- …CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales , networking, and community presence activities that generate the ... contribute to the market and regional strategy. From the sales and relationship management perspective, will assist clients to...and procedures as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client, Community … more
- Bank of America (Seal Beach, CA)
- …to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific ... perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and...opportunities for advisors to pursue a career within the bank . This position is subject to SAFE Act registration… more
- Bank of America (Newport Beach, CA)
- Private Client Advisor II Newport Beach, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system… more
- BMO Financial Group (Anaheim, 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 ... and preferred banking channels while recommending tailored solutions addressing both sales and service needs (eg everyday banking, retail investments, lending… more
- BMO Financial Group (Santa Ana, 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 ... and preferred banking channels while recommending tailored solutions addressing both sales and service needs (eg everyday banking, retail investments, lending… more
- Banc of California (Santa Ana, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...or clients. Acts in an independent fashion from the sales teams to structure and evaluate credit requests. Is… more
- Citigroup (Tustin, CA)
- …responsible for providing full leadership and direction to a team of employees, grow sales and client base in coordination with the consumer sales team . ... of this role is to lead a team grow sales , build customer loyalty and recommend the development of...and credit strategies that are aligned with the Retail Bank 's priorities, execute business plan to achieve expected goals… more
- Banc of California (Santa Ana, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...segment specific product packages, and provide product support to sales and our branch network. + Evaluate the current… more
- JPMorgan Chase (Irvine, CA)
- …an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities ... the opportunity to take initiative, act entrepreneurially, and contribute to the Bank 's growth in a team environment. **Job responsibilities** + Develop new and… more