Loan Officer Associate Lennar HomesLoan Officer AssociateSan Ramon, CA$19.36–$21 / hourFull timep/>Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedIn<https://www.linkedin.com/company/lennar/> for the latest job opportunities. We reasonably expect the base compensation offered for this position to range from an hourly rate of $19.36 - $21, subject to adjustment based on business-related factors such as employee qualifications, geographic pay differentials (e.g., cost of labor/living, etc.), and operational considerations.This position may be eligible for bonuses.
Licensed Mortgage Loan Originator / Loan Officer Valued Merchant ServicesLicensed Mortgage Loan Originator / Loan OfficerSan Francisco, CaliforniaRemotep style="line-height:1.2;margin-top:16px;margin-bottom:16px">We are seeking motivated and relationship-driven Mortgage Loan Originators / Loan Officers to join a rapidly growing mortgage organization, one of the best AI Mortgage companies in the US, focused on delivering exceptional client experiences, operational efficiency, and competitive lending solutions. Are you a driven mortgage professional, performing at a level of $7M -$10M in annualy production, looking for a platform that provides the tools, support, flexibility, and compensation structure to help you maximize your production and long-term income potential?.
Loan Originator - (West Region CA, MT, AZ) Wintrust Financial CorpLoan Originator - (West Region CA, MT, AZ)San Mateo, CAAs a full-service, federally chartered lender with offices located across the country, we're dedicated to providing customers with a wide range of mortgage products and have the capability to lend in all 50 states. The Loan Originator assists the borrower in determining the proper loan program, completing the loan application, and gathering the required supporting documentation to begin the loan process.
Mortgage Loan Originator Fifth Third BancorpMortgage Loan OriginatorSan Francisco, CAIncentive 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. • Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses and transmitting the loan to LOMAS.
Mortgage Loan Originator - Northern California Fifth Third BancorpMortgage Loan Originator - Northern CaliforniaCACareers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner. Incentive 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.
NewMortgage 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, Californiali>State/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 / yearli>Appropriately 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.
Affordable Housing Originator - US Public Finance and Solutions Deutsche BankAffordable Housing Originator - US Public Finance and SolutionsSan Francisco, New YorkWe are seeking a proven Senior Originator to grow our affordable housing platform by sourcing, structuring, and closing high quality transactions—primarily LIHTC driven developments using tax exempt bonds. The US Public Finance & Solutions business operates within the US Rates franchise of the broader Rates/Fixed Income and Currencies (FIC) business at Deutsche Bank; it is a business comprised of origination, structuring, financing, and trading activities.
VP, Originator - Venture Technology in Silicon Valley Banc of CaliforniaVP, Originator - Venture Technology in Silicon ValleyMenlo Park, Californiaul>Play 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, Californiali>Demonstrates 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). Play 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.
Originating Loan Officer Assistant (L2C) Guild Mortgage CompanyOriginating Loan Officer Assistant (L2C)San Francisco, CAThe Originating Loan Officer Assistant (L2C) plays an important role in the organization by performing, under direct supervision, a number of activities related to assisting originators build complete loan files for submission. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.
Senior Mortgage Loan Underwriter San Francisco Federal Credit UnionSenior Mortgage Loan UnderwriterSan Francisco, CAp>With 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.
Loan Officer Associate Lennar CorporationLoan Officer AssociateSan Ramon, CA$19.36–$21 / hourThis 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. We reasonably expect the base compensation offered for this position to range from an hourly rate of $19.36 - $21, subject to adjustment based on business-related factors such as employee qualifications, geographic pay differentials (e.g., cost of labor/living, etc.), and operational considerations.
Commercial Loan Processor The Croghan Colonial BankCommercial Loan ProcessorFremont, CA$20.50–$25 / hourMaintain a proactive internal communication with Loan Processing Lead to enhance loan production and maximize the functionality of the loan processing systems following the established commercial workflow guidelines. Perform high volume, time sensitive duties related to complex loan documentation for all types of commercial loans using the document processing software.
MIM - Loan Asset Management Associate MetLife IncMIM - Loan Asset Management AssociateSan 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. This role 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.
NewMIM - MetLife CRE Loan Asset Management MetLife IncMIM - MetLife CRE Loan Asset ManagementSan Francisco, CA$130,000–$150,000 / yearp>Recognizednon 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.
Mortgage Loan Officer PNC BankMortgage Loan OfficerSan Francisco, Californiap style="text-align:inherit"/>In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Mortgage Loan Officer The PNC Financial Services Group IncMortgage Loan OfficerSan Francisco, CAPNC 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. Effective Communications \u2013 Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Experienced Mortgage Loan Officer Satori MortgageExperienced Mortgage Loan OfficerSanta Clara, ALRemoteI’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!
External Mortgage Loan Officer San Francisco Federal Credit UnionExternal Mortgage Loan OfficerSan Francisco, CAThis role requires the individual to maintain licensure in good standing and to proactively secure, transfer, or assign all necessary licenses to San Francisco Federal Credit Union to support business activities in required markets. With 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.
Mortgage Loan Officer Elite Live Transfer Division Satori MortgageMortgage Loan Officer Elite Live Transfer DivisionOakland, 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.
Mortgage Loan Officer Satori MortgageMortgage Loan OfficerSunnyvale, 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.
Commercial Loan Officer MRINetwork JobsCommercial Loan OfficerSan Mateo, 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.
Community Mortgage Lending Officer SAFE Act -Fresno Citigroup IncCommunity Mortgage Lending Officer SAFE Act -FresnoFremont, CAp>Qualifications: • 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.
Community Mortgage Lending Officer SAFE Act - SAN FRANCISCO Citigroup IncCommunity Mortgage Lending Officer SAFE Act - SAN FRANCISCOSan Francisco, CAli>Appropriately 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.
Mortgage Lending Officer SAFE Act - SAN FRANCISCO Citigroup IncMortgage Lending Officer SAFE Act - SAN FRANCISCOSan Francisco, CA$60,000–$175,000 / yearli>Appropriately 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.
Mortgage Lending Officer SAFE Act - SANTA CLARA Citigroup IncMortgage Lending Officer SAFE Act - SANTA CLARASanta Clara, CA$60,000–$175,000 / yearli>Appropriately 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.
Area Sales Manager I Fifth Third BancorpArea Sales Manager ISan Francisco, CASUPERVISORY 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.
Mortgage Area Sales Manager - Northern California Fifth Third BancorpMortgage Area Sales Manager - Northern CaliforniaCAp>SUPERVISORY 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. Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
Enterprise Lending Officer - Palo Alto Bank of America CorpEnterprise Lending Officer - Palo AltoPalo Alto, CAli>Ability 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. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
CA-WA Private Mortgage Banker Wells Fargo & CoCA-WA Private Mortgage BankerAlameda, CAThey 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. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
CA-WA Mortgage Retail Sales Consultant (SAFE) Wells Fargo & CoCA-WA Mortgage Retail Sales Consultant (SAFE)San Mateo, CAThey 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. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
CA-WA Private Mortgage Banker (SAFE) Wells Fargo & CoCA-WA Private Mortgage Banker (SAFE)San Jose, CAThey 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. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
Enterprise Lending Officer - San Jose Bank of AmericaEnterprise Lending Officer - San JoseSan Jose, 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. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in 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.
Treasury Sales Officer III Bank of AmericaTreasury Sales Officer IIISan Francisco, CaliforniaWe are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Influences digital adoption by driving mobile, digital and real time payments adoption and manages strategic dialogues around key client centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.
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 - Sunnyvale, CA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - Sunnyvale, CASaratoga, 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, 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 Jose and Campbell, CA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor, San Jose and Campbell, CASan Jose, 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.
Business Relationship Manager Contra Costa, Ca Area Assistant Vice President Citigroup IncBusiness Relationship Manager Contra Costa, Ca Area Assistant Vice PresidentDublin, CA$98,960–$148,440 / yearWealth Management, Mortgage) • Partner with cross retail segment Area peers spanning Wealth Management, Consumer and Mortgage and initiate collaboration to optimize relationships to execute sales plan • Accountable to scorecard metrics and KPI's as defined by Senior Management • Support the development of small business knowledge and skills to assigned branch Area team through execution of joint sales activities, ongoing training, and identifying referral opportunities • Call on your assigned book of high valued clients, to deepen the relationship and retain their business, while owning, responding to, and proactively uncovering future needs, roadblocks, or risks for the business to achieve their goals • Educate and introduce clients to the appropriate products and services that fit their needs and grow both the balance and revenue of your portfolio • Manage credit requests up to $250K, and work closely with Sr. Be accountable to client service scores • Collaborate with Consumer and Wealth business partners to deepen client relationships • Work closely with the credit/risk team and Branches to facilitate loan closings, including pipeline management, loan escalations / appeals and advocacy, application quality and pricing issues • Strictly adhere to internal control policies such as the account opening and credit protocols of accurate collection, completion and updating of all required documentation • Appropriately 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.
NewBusiness Relationship Manager San Jose CA Area, Assistant Vice President Citigroup IncBusiness Relationship Manager San Jose CA Area, Assistant Vice PresidentSan Jose, CA$98,960–$148,440 / yearli>Appropriately 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 Business Banker is responsible for proactively sourcing, acquiring, expanding, and retaining customer relationships by maximizing sales opportunities in an assigned Area, growing and retaining a book of business, and ensuring a world-class customer experience for all current and prospective clients.
Sr Retail Business Banker San Francisco CA, Vice President Citigroup IncSr Retail Business Banker San Francisco CA, Vice PresidentSan Francisco, CA$116,880–$175,320 / 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. As a Senior Business Banker, they will act as a role model for the assigned Market, delivering assistance and building knowledge for more complex deals, and will focus on credit real estate lending.
Business Relationship Manager Safe Act, San Francisco/ Silicon Valley CA, Area Citigroup IncBusiness Relationship Manager Safe Act, San Francisco/ Silicon Valley CA, AreaSan Francisco, CA$98,960–$148,440 / 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. The Business Banker is responsible for proactively sourcing, acquiring, expanding, and retaining customer relationships by maximizing sales opportunities in an assigned Area, growing and retaining a book of business, and ensuring a world-class customer experience for all current and prospective clients.
NewBusiness Banking Relationship Manager Contra Cosa/ Fremont CA Area, Assistant Vice President Citigroup IncBusiness Banking Relationship Manager Contra Cosa/ Fremont CA Area, Assistant Vice PresidentFremont, CA$98,960–$148,440 / yearli>Appropriately 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 Business Banker is responsible for proactively sourcing, acquiring, expanding, and retaining customer relationships by maximizing sales opportunities in an assigned Area, growing and retaining a book of business, and ensuring a world-class customer experience for all current and prospective clients.
Branch Manager Peninsula Gateway District Wells Fargo BankBranch Manager Peninsula Gateway DistrictMountain View, Californiadiv>