- Citigroup (Palo Alto, CA)
- The Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... and make client onboarding and account opening a seamless and differentiated experience + Act as the main point of contact / guidance for clients going through the… more
- Citigroup (San Francisco, CA)
- …basis, and provide your unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Job Family Group:** ... The Mortgage Lending Officer role is a developing professional role. This...interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales… more
- PNC (San Francisco, CA)
- …(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 ... opportunity to contribute to the company's success. As a Treasury Management Officer II within PNC's Treasury Management Commercial Real Estate Sales organization,… more
- Citigroup (San Francisco, CA)
- …basis, and provide your unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Job Family Group:** ... The ** Community Mortgage Lending Officer ** is an...+ Self-motivated and able to work independently + Strong relationship development and management skills + Expertise of general… more
- US Bank (San Francisco, CA)
- …FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act , the SAFE Act , and/or federal guidelines applicable to an agreement, ... an industry professional to assist with our Outsourced Chief Investment Officer (OCIO) client management and business development efforts for its discretionary… more
- SLAC National Accelerator Laboratory (Menlo Park, CA)
- …Accelerator Laboratory. The Senior Finance Manager reports directly to the Budget Officer and leads financial analyst(s) to help ensure project and indirect costs ... with DOE and University policies. This role will assist the Budget Officer in the day-to-day responsibility for planning, implementing, managing, overseeing the… more
- Citigroup (San Francisco, CA)
- …and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures **Education:** + ... needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists,… more
- Citigroup (San Francisco, CA)
- …and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures **Education:** . ... needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists,… more