Licensed Mortgage Loan Originator | Remote Valued Merchant ServicesLicensed Mortgage Loan Originator | RemoteSan Francisco, CARemoteFull timeOur client is an innovative, technology-driven mortgage lender combining AI-powered lending solutions with an experienced operations team to help Loan Officers work more efficiently, close loans faster, and deliver an exceptional client experience. Are you a licensed Mortgage Loan Originator currently producing $7M–$10M annually and looking for a platform that helps you close more loans, increase your income, and spend more time building relationships instead of managing paperwork?.
Mortgage Loan Originator - Northern California Fifth Third BancorpMortgage Loan Originator - Northern CaliforniaCAIncentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience.
Loan Originator Merchants Mortgage & Trust CorporationLoan OriginatorSan Francisco, CARemote$150,000–$250,000Candidates should have relevant experience in providing builders with Bridge financing and should have relationships with loan borrowers active in the residential real estate Fix & Flip & Ground Up construction space. MMTC specializes in short term residential bridge loans for Fix & Flip investors, commercial loans, construction loans and rental property loans.
Mortgage Loan Originator U.S. BancorpMortgage Loan OriginatorDanville, CAIn addition, certain positions may also be subject to the requirements of 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, such as those related to ethics, safety, or operational procedures. Incumbents are customarily and regularly engaged in making and soliciting loan sales and conducting sales-related activities away from U.S. Bank locations.
Reverse Mortgage Originator Development Program Mutual of Omaha MortgageReverse Mortgage Originator Development ProgramSouth San Francisco, CAFull timeState/local minimum wage base hourly non-recoverable draw plus commission for the first 12 months while we help you grow your business. You can expect the following: Our leading-edge compensation package sees our Loan Officers on average, earning $150,000 annually with the potential for more.
Home Loan Officer - Las Vegas Citigroup IncHome Loan Officer - Las VegasFremont, CA$60,000–$175,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management.
External Mortgage Loan Officer - Solano County Redwood Credit UnionExternal Mortgage Loan Officer - Solano CountySolano County, CARemote27th largest credit union in the U.S. and the largest financial institution based in the North Bay • Awarded a 5-Star Rating based on 6/30/24 financial data by Bauer Financial • Recognized by Newsweek as one of "Americas Greatest Midsize Workplaces 2025" • Recognized by Newsweek as one of "Americas Best Credit Unions 2026" • Top Corporate Philanthropists (#24) - San Francisco Business Times • Voted Best Places to Work in the North Bay 20 years in a row • World-class Employee Engagement scores • Rated Superior in Service by more than 90% of Members, surveyed by SF Gate • Industry leading Net Promoter Scores across the U.S. 100% remote. Redwood Credit Union is looking for an External Mortgage Loan Officer, who will market and originate Redwood Credit Union (RCU) first and second lien loan products primarily from newly developed and previously established external sources of business to substantially contribute to the organization's residential loan growth.
VP, Originator - Venture Technology in Silicon Valley Banc of CaliforniaVP, Originator - Venture Technology in Silicon ValleyMenlo Park, CaliforniaPlay an integral part in overall team and individual origination activities to appropriately grow on balance sheet deposits, loan commitments, loan outstandings, and non-interest income, all while effectively managing the credit risk of both new and recently boarded credits. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities.
SVP, Originator - Venture Technology in Silicon Valley Banc of CaliforniaSVP, Originator - Venture Technology in Silicon ValleyMenlo Park, CaliforniaDemonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA). The Senior Vice President, Originator is primarily accountable for developing new client relationships with ventured-backed technology companies, leading originations efforts with venture capital firms and their portfolios and structuring appropriate debt financing.
NewMortgage Operations - Licensed Loan Partner Wealthfront CorpMortgage Operations - Licensed Loan PartnerPalo Alto, CA$56,000–$88,000 / yearSince then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including: A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features. Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing-which we offer at industry-leading low costs and accessible minimums.
Senior Mortgage Loan Underwriter San Francisco Federal Credit UnionSenior Mortgage Loan UnderwriterSan Francisco, CAWith an "A" health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. The Senior Mortgage Loan Underwriter position is responsible for underwriting all types of mortgage loans and lines of credit offered by the Credit Union ensuring they are underwritten in compliance with company policies and procedures, agency and investor guidelines, and regulatory requirements.
Senior Loan Processor San Francisco Federal Credit UnionSenior Loan ProcessorSan Francisco, CAWith an "A" health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. Ensures timely ordering and accuracy of all loan documents and data input from such data sources as credit reports, flood certificates, preliminary title reports, home owners insurance, income documentation, and appraisal reports.
Loan Officer Associate Lennar CorpLoan Officer AssociateSan Ramon, CAThis role goes beyond support-you will actively contribute to lead conversion, pipeline growth, and customer experience while learning the daily behaviors, metrics, and decision‑making of top‑performing Loan Officers. You'll work alongside experienced sales professionals, engage directly with customers, and use modern digital and AI‑enabled tools to manage relationships, prioritize leads, and drive results.
MIM - MetLife CRE Loan Asset Management MetLife IncMIM - MetLife CRE Loan Asset ManagementSan Francisco, CA$130,000–$150,000 / yearRecognizednon Fortune magazine''s list of the "World''s Most Admired Companies",nFortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companiesnto Work For, MetLife, through its subsidiaries and affiliates, is one of thenworld's leading financial services companies; providing insurance, annuities,nemployee benefits and asset management to individual and institutionalncustomers. The Associate will be responsible for loan asset management, servicing including enforcing the Loan Agreements, surveillance, and valuations of the properties for existing loans for the preparation of Collateral Valuation Template for mortgage ratings for a portfolio of commercial real estate loans managed by MetLife Investment Management's Los Angeles Regional Office.
Sr. Mortgage Loan Officer Wellby FinancialSr. Mortgage Loan OfficerHercules, TexasSkilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding devices. Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision, deal effectively with the public, and establish and maintain effective working relationships with other team members.
Mortgage Loan Officer The PNC Financial Services Group IncMortgage Loan OfficerConcord, CA$37,440–$41,392 / yearPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Loan Officer Caliver Beach MortgageLoan OfficerOakland, CaliforniaProven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. · Analytical mindset with the ability to assess complex financial information.
Bay Area Regional Loan Officer Caliver Beach MortgageBay Area Regional Loan OfficerSan Francisco, CaliforniaProven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. · Analytical mindset with the ability to assess complex financial information.
Experienced Mortgage Loan Officer Satori MortgageExperienced Mortgage Loan OfficerSan Francisco, CARemoteI’m deep in the trenches: running pipelines, snagging leads, building relationships, and coaching. I’m Niko Kramer, and I’ll be your wingman in building a team that’s UNSTOPPABLE!
Mortgage Loan Officer Elite Live Transfer Division Satori MortgageMortgage Loan Officer Elite Live Transfer DivisionVallejo, CARemoteBuild Realtor Relationships – Every purchase deal is an opportunity to connect with realtors on the transaction, turning one closed loan into a potential ongoing partnership. You’ll be joining a team that doesn’t just sit back; we’re right there with you, providing leads and the support you need to take each call across the finish line.
Commercial Loan Officer MRINetwork JobsCommercial Loan OfficerWalnut Creek, CaliforniaActively seeking an experienced commercial lender to join a team of successful professionals who will collectively develop creative financing solutions to resolve complex and often unique issues for local businesses with revenues $5-150MM. Provide secured financing solutions in support of working capital growth, acquisitions and debt restructuring for your new and existing clients with the goal of generating income and enhancing the Bank's overall profitability.
Mortgage Loan Officer Satori MortgageMortgage Loan OfficerHayward, CARemoteWe're on the hunt for charismatic, outgoing hustlers with massive spheres of influence who are natural-born relationship builders and lead-generating machines. With over 20 years in the game, Satori Mortgage has funded tens of thousands of loans and created a legion of happy homeowners.
Mortgage Area Sales Manager - Northern California Fifth Third BancorpMortgage Area Sales Manager - Northern CaliforniaCASUPERVISORY RESPONSIBILITIES: Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. Perform Human Resource tasks for the team, such as exception time reporting, performance reviews, coaching, performance management, commission administration and identifying training issues.
Community Mortgage Lending Officer SAFE Act - SAN FRANCISCO Citigroup IncCommunity Mortgage Lending Officer SAFE Act - SAN FRANCISCOSan Francisco, CAAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. The Community Mortgage Lending Officer is responsible for driving mortgage sales and client relationships through engagement with community clients, diverse real estate agents, and affordable housing non-profit partners in coordination with the Consumer Product Sales team.
Community Mortgage Lending Officer SAFE Act -Fresno Citigroup IncCommunity Mortgage Lending Officer SAFE Act -FresnoFremont, CAQualifications: • 2-5 years relevant experience • Residential Mortgage experience required • 3+ years previous mortgage sales experience required • Established relationships with diverse realtor organizations and affordable lending nonprofits in origination territory • Experience with community loan products inclusive of specialized LMI mortgage solutions, lender paid assistance programs and 3rd party assistance programs • Established book of business • FHA/VA & conventional loan experience is preferred • The ability to comprehend and explain financial calculations and pricing alternatives • The ability to communicate with customers about the proper documents and information needed to obtain a particular loan • Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA • Demonstrated customer service skills • Self-motivated and able to work independently • Strong relationship development and management skills • Expertise of general lending products and overall mortgage industry. • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Mortgage Lending Officer SAFE Act - SAN FRANCISCO Citigroup IncMortgage Lending Officer SAFE Act - SAN FRANCISCOSan Francisco, CA$60,000–$175,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management.
Head of Marketing AriveHead of MarketingSan Francisco, CaliforniaABM, Demand Generation & Customer Marketing : Build and run a tiered ABM program for high-value wholesale lenders and top broker shops - joint account selection and tiering with Sales, personalized multi-channel plays (content, events, digital, outbound air cover), and account-level engagement, pipeline, and expansion reporting. Brand, Product Marketing & Positioning : Translate complex features (Cloud LOS, POS, PPE, and Dual AUS integrations) into clear, high-value narratives that speak directly to the pain points of busy independent loan officers and wholesale lenders.
NewEnterprise Lending Officer - Foster City Bank of AmericaEnterprise Lending Officer - Foster CityFoster City, CaliforniaAbility to source clients independently and not rely on enterprise referrals with demonstrated success in generating business from external Centers of Influence real estate professionals, builders, and other external referral partners in a compliant manner as well as within bank policy. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Home Lending Assistant - Palo Alto, CA JPMorgan Chase Bank, N.A.Home Lending Assistant - Palo Alto, CAPalo Alto, CAFull timeJoin our fun, high-energy team as a Home Lending Assistant 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. Act as a liaison between Home Lending Advisor(s), branch, processing center (if applicable), and group of established realtors (20-30) to coordinate submissions and closings to allow Home Lending Advisor(s) to concentrate on generating new business.
Home Lending Assistant, San Francisco, CA JPMorgan Chase Bank, N.A.Home Lending Assistant, San Francisco, CASan Francisco, CAFull timeJoin our fun, high-energy team as a Home Lending Assistant 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. Establish with Home Lending Advisor(s) the annual number of loans required to fund and close and/or incremental increase in Home Lending Advisor(s)'s annual production; and, if applicable, support Home Lending Advisor(s) to achieve high usage of laptop originations.
Senior Home Lending Advisor - Berkeley, CA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - Berkeley, CABerkeley, CAFull 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.
Relationship Banker - Golden Gate Market - San Francisco, CA JPMorgan Chase Bank, N.A.Relationship Banker - Golden Gate Market - San Francisco, CASan Francisco, CAFull timeYou will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Senior Home Lending Advisor, Milpitas, CA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor, Milpitas, CAMilpitas, CAFull 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.
Senior Home Lending Advisor, Palo Alto, CA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor, Palo Alto, CAPalo Alto, CAFull 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.
Senior Home Lending Advisor - San Francisco, CA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - San Francisco, CASan Francisco, CAFull 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.
Senior Home Lending Advisor, San Rafael, CA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor, San Rafael, CASan Rafael, CAFull 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.
Senior Home Lending Advisor, Fairfield, CA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor, Fairfield, CAFairfield, CAFull 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.
Senior Analyst, Multi-housing Debt Jones Lang LaSalle IncSenior Analyst, Multi-housing DebtSan Francisco, CAOn July 1, 2019, JLL acquired HFF, a firm which ranked as the #1 loan originator during 2018, has been listed as one of Fortune 100's fastest growing companies for four years, and ranks among the top three brokerage firms in the U.S. Together, we will attract, nurture and retain the best talent and redefine excellence in capital markets. A multi-housing Debt Analyst/Associate will have the opportunity to be involved in every stage of a transaction, including underwriting, market research, property tours, preparation of offering memorandums, marketing and term sheet negotiation, closing and client meetings and events.
Branch Manager Peninsula Gateway District Wells Fargo & CoBranch Manager Peninsula Gateway DistrictMenlo Park, CA$37.50–$67.31 / hourAs a Branch Manager, you will serve as the sales leader of the branch, accountable for acquiring, deepening and retaining customer relationships to drive consistent growth in primary checking, deposits, lending, credit cards and investments through disciplined execution, strong coaching, and effective performance management. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
Senior Lead Special Needs Trust Advisor Wells Fargo & CoSenior Lead Special Needs Trust AdvisorSan Francisco, CA$191,000–$305,000 / yearIn this role, you will: Work with trust partners, attorneys, caseworkers, and other professionals to ensure that Special Needs Trusts are administered in conformity with trust provisions, bank policies, Social Security regulations, Medicaid regulations, and other legal requirements Advise leadership to develop or influence objectives, plans, specifications, resources, and long term goals for highly complex financial planning needs Lead the strategy and resolution of highly complex planning needs in collaboration with clients and partners Deliver solutions that require vision, creativity, innovation, advanced analytical and inductive thinking Provide vision, direction and expertise to leadership on implementing innovative and significant business solutions that are large scale cross functional or companywide strategies Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal or external customers, Accountants and Attorneys Work a book of fiduciary relationships for highly complex high net worth and ultra-high net worth clients, including beneficiary distributions, account oversight and maintenance, and coordination with Portfolio Managers on investment allocation and implementation managing client relationships in accordance with sound fiduciary principles and the policies and procedures established by the firm Oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts; lead team to achieve business objectives and drive execution Mentor and guide team members to maximize talent and potential; act as an escalation regarding client-related matters, including the resolution of client complaints and the approval of discretionary distributions This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. Required Qualifications: 7+ years of Fiduciary Advisory experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: CTFA, JD, L.L.M or CFP designation Extensive experience in administering complex special needs trust accounts as an attorney or trust officer; expert knowledge of complex estate planning techniques and fiduciary laws; in-depth knowledge of fiduciary income tax Demonstrated experience in growing fiduciary business and supporting financial advisors and private bankers to serve their clientele Job Expectations: Ability to travel up to 50% to join client and Financial Advisor meetings Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.
Business Banker (LO) Berkeley, CA Wells Fargo & CoBusiness Banker (LO) Berkeley, CABerkeley, CA$30.77–$45.67 / hourThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. In this role, you will: Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner.
Mortgage Financing Advisor - Pleasanton/Greater Bay/Sacramento (Pulte Mortgage) PulteGroup IncMortgage Financing Advisor - Pleasanton/Greater Bay/Sacramento (Pulte Mortgage)Pleasanton, CA$86,200–$107,700 / yearThe Mortgage Financing Advisor is primarily responsible for precontract and preapproval advisory conversations with potential homebuyers to include builder sales training and support, mortgage loan backlog management, marketing efforts and relationship management across all stakeholders. No fee will be owing or paid to Recruiters who submit unsolicited candidates, in the event the candidate is hired by PulteGroup, Inc. or its affiliates as a result of the referral, without a written agreement between PulteGroup, Inc. and through any means other than via our Applicant Tracking System.
Mortgage Financing Advisor - Pleasanton/Greater Bay (Pulte Mortgage) PulteGroupMortgage Financing Advisor - Pleasanton/Greater Bay (Pulte Mortgage)Pleasanton, CaliforniaThe Mortgage Financing Advisor is primarily responsible for precontract and preapproval advisory conversations with potential homebuyers to include builder sales training and support, mortgage loan backlog management, marketing efforts and relationship management across all stakeholders. No fee will be owing or paid to Recruiters who submit unsolicited candidates, in the event the candidate is hired by PulteGroup, Inc. or its affiliates as a result of the referral, without a written agreement between PulteGroup, Inc. and through any means other than via our Applicant Tracking System.
Associate Relationship Banker - Golden Gate Market - San Francisco, CA JPMorgan Chase Bank, N.A.Associate Relationship Banker - Golden Gate Market - San Francisco, CASan Francisco, CAFull timeYou will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Associate Relationship Banker - San Bruno - San Bruno, CA JPMorgan Chase Bank, N.A.Associate Relationship Banker - San Bruno - San Bruno, CASan Bruno, CAFull timeYou will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Private Client Banker East Bay Valley- Pleasanton, CA JPMorgan Chase Bank, N.A.Private Client Banker East Bay Valley- Pleasanton, CAPleasanton, CAFull timeAs a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
JPMorgan Private Client Relationship Manager - San Francisco, CA JPMorgan Chase Bank, N.A.JPMorgan Private Client Relationship Manager - San Francisco, CASan Francisco, CAFull timeBuild a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach.
Private Client Banker - Moraga Way and School St- Moraga, CA JPMorgan Chase Bank, N.A.Private Client Banker - Moraga Way and School St- Moraga, CAMoraga, CAFull timeBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Private Client Banker - Chinatown Grant Branch - Bilingual in English and Cantonese Required - San Francisco, CA JPMorgan Chase Bank, N.A.Private Client Banker - Chinatown Grant Branch - Bilingual in English and Cantonese Required - San Francisco, CASan Francisco, CAFull timeBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Sr Private Client Banker - Menlo Park Sand Hill Financial Center - Menlo Park, CA JPMorgan Chase Bank, N.A.Sr Private Client Banker - Menlo Park Sand Hill Financial Center - Menlo Park, CAMenlo Park, CAFull timeWork closely with Specialists, including Private Client Advisors, Financial Planners, Home Lending Advisors, and Business Relationship Managers, to link clients with experts who can address their unique financial needs. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.