Financial Advisor Northwestern MutualFinancial AdvisorBoise, Idaho$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorEagle, ID$45,000–$100,000 / yearCompensation: We know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model. Key Responsibilities: Build relationships to create new clients via face-to-face and virtual sourcing strategies, residential business networking introductions, and referrals, social media, and speaking engagements.
Associate Advisor/Associate Financial Planner #ESF3235 ExpertHiringAssociate Advisor/Associate Financial Planner #ESF3235Caldwell, IdahoInterface with internal team members and external parties to ensure client-related tasks are completed accurately and on time. Monitor and manage the team inbox, triaging requests, assigning tasks, and keeping clients informed of progress.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteIDRemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Financial Advisor - Spokane Teacher Credit Union LPL FinancialFinancial Advisor - Spokane Teacher Credit UnionPort Falls, IdahoThis employment opportunity at Spokane Teacher Credit Union in Port Falls, ID would allow you to join the Investment Program at Spokane Teacher Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Spokane Teacher Credit Union for financial solutions.
Support Advisor - Clarity Financial Planning Group - Boise, Idaho Thrivent Financial for LutheransSupport Advisor - Clarity Financial Planning Group - Boise, IdahoBoise, IDRemoteRecognized by our team include: New Year's Day, President's Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, Friday following Thanksgiving Day, Christmas Eve, Christmas Day). Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Financial Advisor - Horizon Credit Union LPL FinancialFinancial Advisor - Horizon Credit UnionBoise, Idaho$60,000–$120,000 / yearThis employment opportunity at Horizon Credit Union in Boise, ID would allow you to join the Investment Program at Horizon Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Horizon Credit Union for financial solutions.
Associate Financial Advisor Beehive Federal Credit UnionAssociate Financial AdvisorRexburg, IDHeadquartered in Rexburg, Idaho, Beehive is a full-service credit union serving members and employees of The Church of Jesus Christ of Latter-day Saints nationwide. Responsible for providing investment services, and counseling clients and prospective clients about non-depository financial products/services.
Financial Solutions Advisor Registration Candidate- Columbia South Basin Bank of AmericaFinancial Solutions Advisor Registration Candidate- Columbia South BasinCoeur D Alene, IDFinancial Solutions Advisor Registration Candidate- Columbia South Basin Seattle, Washington;Spokane, Washington; Kennewick, Washington; Spokane, Washington; Seattle, Washington; Kennewick, Washington; Spokane, Washington; Coeur D Alene, Idaho; Renton, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Seattle/Financial-Solutions-Advisor-Registration-Candidate--Columbia-South-Basin\_26017348) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Seattle/Financial-Solutions-Advisor-Registration-Candidate--Columbia-South-Basin\_26017348) **Job Description:** *******Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed******* At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
NewStudent Financial Aid Advisor College of Southern IdahoStudent Financial Aid AdvisorTwin Falls, ID$40,000Full timeTuition assistance for yourself and your immediate family here at CSI, reciprocal agreements for tuition assistance for you at Lewis-Clark State College and Idaho State University. This position ensures compliance with federal, state, and institutional regulations while providing individualized counseling to students and families regarding financial aid eligibility, applications, and awards.
Associate Financial Planner Raymond James Financial IncAssociate Financial PlannerCaldwell, IDAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. Working together, Mainspring Wealth Advisors, LLC is pleased to provide clients with comprehensive financial planning and personalized wealth management.
Associate Financial Planner - Series 7 and Series 66 licenses Talent Search PROAssociate Financial Planner - Series 7 and Series 66 licensesCaldwell, Idaho$70,000–$75,000 / year1–2 years of experience in wealth management, financial planning, investment advisory, banking, or financial services preferred. • Previous experience in a Registered Investment Advisor (RIA), broker-dealer, or wealth management firm.
Private Client Advisor KeyCorpPrivate Client AdvisorEagle, IDFINRA Security Industry Essentials (SIE) Upon Hire (required) FINRA License S7 Upon Hire (required) FINRA License S66 or S63 and 65 Upon Hire (required) Certified Financial Planner (CFP) (preferred) Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required). Coordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production.
NewWealth Advisor Associate: Client-Focused Planner Lead AdvisorWealth Advisor Associate: Client-Focused PlannerBoise, IDCandidates should have at least 5 years of experience in the financial services industry, hold relevant insurance licenses, and possess strong communication skills. This role requires managing existing client relationships, assisting in onboarding clients, and delivering financial plans.
Wealth Advisor - Idaho Falls ICCUWealth Advisor - Idaho FallsIdaho Falls, IdahoPerform tasks requiring manual dexterity (processing paperwork, filing, stapling, sorting, collating, typing, counting cash, etc.). The above statements reflect the general details considered necessary to describe the essential functions of the job and should not be construed as a detailed description of all the work requirements that may be inherent of the job.
Student Success Advisor Illinois Association of School AdministratorsStudent Success AdvisorMeridian, IDSERIOUS APPLICANTS ONLY send a letter of interest, resume, copy of VALID certification and transcripts, and 3 current letters of reference to Meridian CUSD #101, Office of the Superintendent, 1401 Mounds Road, Mounds, IL 62964 (ATTN: Student Success Advisor). Provide counseling to students who are experiencing problems in their relationships with others; assist students with the development of personal decision-making competencies, a positive self-image, a desire for personal growth, and a concern for others. ?
Senor Home Lending Advisor, Boise, ID JPMorgan Chase Bank, N.A.Senor Home Lending Advisor, Boise, IDNampa, IDFull timeJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Crop Advisor - Magic Valley, ID Simplot Australia Pty. Ltd.Crop Advisor - Magic Valley, IDJerome, IDMarket products to growers by initiating sales calls, providing advice and consultative services, and monitoring individualized agronomic programs in respect to use of crop protection, crop nutrition, seed, specialty, technology and other related areas. Collaborate with other Crop Advisors, as directed by Region Managers and/or Market Managers, to increase knowledge, develop sales, marketing, manage customer relationships and increase profits in the Sales Area.
Crop Advisor - Mini Cassia/Rupert, ID Simplot Australia Pty. Ltd.Crop Advisor - Mini Cassia/Rupert, IDIDMarket products to growers by initiating sales calls, providing advice and consultative services, and monitoring individualized agronomic programs in respect to use of crop protection, crop nutrition, seed, specialty, technology and other related areas. Collaborate with other Crop Advisors, as directed by Region Managers and/or Market Managers, to increase knowledge, develop sales, marketing, manage customer relationships and increase profits in the Sales Area.
Senior Financial Planner - Salt Lake City, Boise, Las Vegas (hybrid) EP Wealth Advisors LLCSenior Financial Planner - Salt Lake City, Boise, Las Vegas (hybrid)Boise, IDMergers and Acquisitions Support: Collaborate with the Director of Financial Planning, Associate Director of Financial Planning, and Financial Planning Manager in the firm's mergers and acquisitions efforts, including staff training and integration. Service Offering Development: Lead or actively participate in the development of new service offerings tailored to the regional client base, enhancing the firm's capabilities in wealth management.
Customer Care Advisor Circle Internet Financial LLCCustomer Care AdvisorBoise, IDRemote$29.50–$41 / hourCircle's platform includes the world's largest regulated stablecoin network anchored by USDC, Circle Payments Network for global money movement, and Arc, an enterprise-grade blockchain designed to become the Economic OS for the internet. What you'll be responsible for: You'll be a part of a truly amazing team of people working directly with customers around the world, helping them to utilize the full potential of Circle while providing an outstanding customer experience with every interaction.
Tesla Advisor, Delivery Tesla IncTesla Advisor, DeliveryMeridian, IDWork closely with other employees to ensure smooth pre-delivery experiences for customers with upcoming delivery appointments and provide a great customer-centric delivery experience. For roles working in CA, CO, HI, ID, MD, MS, NV, NC, OH, PA, TN, UT, VA, DC: This role requires you to possess a Motor Vehicle Salesperson License issued by the State Department of Motor Vehicles.
Comfort Advisor Trustal RecruitingComfort AdvisorSandpoint, IdahoIt does not include any pass-through costs that we incur on jobs (i.e. crane rental, equipment rental, Subcontractors, etc.) Core Responsibilities & Performance Targets Meet Performance Metrics: Maintain a closing ratio on technician-generated leads of 75% or higher and a closing ratio on marketed leads of 50% or higher. Your mission as our HVAC Residential Comfort Advisor is to act as a consultative educator - running company leads, generating new opportunities, evaluating the specific needs of residential customers, and following the Certain Path Sales Model to create transparent options for homeowners.
NewAutomotive Service Advisor / Writer | 4-Day Workweek | Comp Up to $100k AutoShop RecruitingAutomotive Service Advisor / Writer | 4-Day Workweek | Comp Up to $100kIdahoLocated in beautiful Northern Idaho, this opportunity offers an exceptional quality of life with access to lakes, mountains, skiing, hiking, fishing, hunting, and outdoor recreation while avoiding the congestion and pace of larger metropolitan areas. Our client is seeking someone who wants to grow professionally, contribute to a strong team culture, and play an important role in the continued success of a highly respected automotive repair business.
Service Advisor | $60K–$100K+ OTE | Unlimited Growth - 2011 PromotiveService Advisor | $60K–$100K+ OTE | Unlimited Growth - 2011Sandpoint, ID$60,000–$100,000 / yearSix Star Automotive is looking for a driven, high-energy Service Advisor who wants more than just a job—you want income growth, a fast-paced environment, and a team that wins together . High-volume, high-efficiency shop = real earning potential .
HS&E Advisor Ledcor Air LtdHS&E AdvisorIDEssential Responsibilities: Hazard Assessments, Inspections, and Audits: You develop and conduct hazard assessments to identify unsafe conditions and behaviors, and perform focus audits of HS&E plan requirements, reporting findings and verifying corrective actions. Occupational Injury/Illness Management: You support supervisors in managing occupational injuries and illnesses, including monitoring return-to-work processes and implementing preventive safety measures.
Wealth Advisor-Idaho Falls Idaho Central Credit UnionWealth Advisor-Idaho FallsIdaho Falls, IDPhysical Requirements: Perform tasks requiring manual dexterity (processing paperwork, filing, stapling, sorting, collating, typing, counting cash, etc.). The above statements reflect the general details considered necessary to describe the essential functions of the job and should not be construed as a detailed description of all the work requirements that may be inherent of the job.
NewPharmacist - Clinical Advisor CVS Health CorpPharmacist - Clinical AdvisorID$110,925–$249,600 / yearYour role will involve serving as the clinical subject matter expert on the account team, providing clinical consulting services by analyzing drug utilization patterns and trends for our Pharmacy Benefit Management (PBM) clients. In this role, you will be focusing on the clinical aspects of clients' benefit plans, as well as ensuring client prescription drug formularies and clinical benefits are set up and maintained efficiently.
Sr Mortgage Advisor - Spokane/Coeur d''''Alene Boeing Employees Credit UnionSr Mortgage Advisor - Spokane/Coeur d''''AleneCoeur d'Alene, ID$54,800–$66,800 / yearIMPACT YOU'LL MAKE: The Sr Mortgage Advisor role is all about using your skills to connect with members and brokers, not just to sell mortgage loan products, but to create a lasting positive impact on our members and in BECU's journey. Contribute to individual and team goals: Your role goes beyond just selling; it involves contributing to the overall goal attainment, coaching and developing referral generation, and enhancing the member experience.
Client Services Advisor Spieldenner Financial GroupClient Services AdvisorIdaho Falls, IDYour level of success will depend on factors including your effort, ability to follow training and systems, engagement with leads, and client needs in your area. We prioritize fast pay, low startup costs, and hands-on training, so you can focus on learning the role and building income from day one.
Account Executive – Financial Services SageAccount Executive – Financial ServicesBoise, IDWorking at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.
NewClinical Advisor - Oncology & Rare Disease Products (BCOP) CVS Health CorpClinical Advisor - Oncology & Rare Disease Products (BCOP)IDRemote$135,575–$228,800 / yearDevelop cost management and population health programs such as formulary and coverage strategies, prior authorization programs, care management programs, patient and provider engagement programs, value-based arrangements, and more to promote the delivery of high-quality, safe, and effective programs which optimize health outcomes, improves the provider and member experience, and reduces costs for clients and members. This position will be responsible for driving growth in Specialty by 1) building innovative products that secure our position as the market leader in payor focused Specialty solutions and 2) creating disruptive and holistic solutions to address oncology, rare disease, and other high-cost therapies to ensure best in class management of cost and quality of care.
NewTurboTax Live Seasonal Tax Advisor & Local Advocate IntuitTurboTax Live Seasonal Tax Advisor & Local AdvocateBoise, IDIn this part-time role, you will provide expert tax advice and preparation services, engage with the community, and build customer relationships at TurboTax locations. A leading financial software company in the United States is hiring TurboTax Live Seasonal Local Service Associates.
College Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramBoise, Idaho$500–$1,000 / yearInternOur college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
Associate - Northwest Pinnacle Group - Moscow, Idaho Thrivent Financial for LutheransAssociate - Northwest Pinnacle Group - Moscow, IdahoMoscow, ID$60,000–$85,000 / yearAs an Associate Financial Advisor, you'll be a client-facing professional for our financial advisors and provide support to the clients of Northwest Pinnacle Group, within a collaborative team structure including: Serve as a primary or co-point of contact for clients. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
NewBranch Office Administrator Edward D Jones & Co LPBranch Office AdministratorLewiston, IDEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
NewParaplanner AmeripriseParaplannerIdaho Falls, IdahoAt Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. The paraplanner will primarily assist financial advisors and associate financial advisors with client service and financial planning workflow.
Tax Manager - Private Wealth Deloitte Touche Tohmatsu LtdTax Manager - Private WealthBoise, ID$100,350–$205,000 / yearAs a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.
Tax Senior - Private Wealth Deloitte Touche Tohmatsu LtdTax Senior - Private WealthBoise, ID$74,925–$153,000 / yearAs a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.
Tax Senior, Private Equity Deloitte Touche Tohmatsu LtdTax Senior, Private EquityBoise, ID$74,925–$153,000 / yearOur financial services clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers. As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their investors/customers.
Tax Senior - Real Estate Deloitte Touche Tohmatsu LtdTax Senior - Real EstateBoise, ID$74,925–$153,000 / yearOur clients include investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, and other money managers. As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their customers.
Tax Manager - Federal / Corporate Tax Deloitte Touche Tohmatsu LtdTax Manager - Federal / Corporate TaxID$100,350–$205,000 / yearAt Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.
Insurance Agent - Coeur d''''Alene, ID Country FinancialInsurance Agent - Coeur d''''Alene, IDCoeur d'Alene, IDCOUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products.
Insurance Agent - Boise, ID Country FinancialInsurance Agent - Boise, IDBoise, IDCOUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products.
Insurance Agent - Nampa, ID Country FinancialInsurance Agent - Nampa, IDNampa, IDCOUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products.
Insurance Agent - Meridian, ID Country FinancialInsurance Agent - Meridian, IDMeridian, IDCOUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products.
Insurance Agent - Coeur d'Alene, ID COUNTRY FinancialInsurance Agent - Coeur d'Alene, IDCoeur d'Alene, IdahoCOUNTRY Financial® is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company®, COUNTRY Mutual Insurance Company®, and their respective subsidiaries, located in Bloomington, Illinois. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products.
Account Executive - Retirement 401(k) Services Paychex IncAccount Executive - Retirement 401(k) ServicesBoise, ID$55,000–$115,000 / yearLeverage the Go-to-Market Sales Strategy to identify customers' needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client's preference on in person or virtual interaction to increase revenue and market share. Prospects utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources.
Managing Director WealthBridge Financial GroupManaging DirectorBoise, IdahoYou’ll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.
Loan Officer Outside Sales Primary Residential CareersLoan Officer Outside SalesMeridian, IdahoOriginates their own sales by contacting prospective clients, · Develops and maintains referral sources, · Spends at least one or two hours a day, two or more times a week outside of the office (including a home office), originating loans, · Meets with prospective clients at locations other than PRMI’s offices, e.g., client’s home or other locations, · Meets with clients in person to sell mortgage loan products/packages, · Contact with clients by telephone, mail, and e-mail is adjunct to in-person contacts, · Obtains credit information and necessary documentation for application process, · In-person calls outside of the office on real estate agents and brokers, financial advisors, and other potential referral sources to develop borrower leads, · Engages in marketing and promotional activities in support of their own sales, · Develops new and continued business opportunities and sales leads by cultivating relationships with realtors, builders, bankers, etc. · Completes necessary continuing education in a timely manner and remains current on local developments and trends within the real estate and mortgage industries.