Senior Private Banker BMO FinancialSenior Private BankerSan Francisco, CA$122,400–$228,000 / yearApplication Deadline: 08/30/2026 Address: 180 Montgomery St. Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities.
NewDe Novo Relationship Banker BMO FinancialDe Novo Relationship BankerSan Francisco, CA$50,100–$82,800 / yearEngages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
Licensed Mortgage Loan Originator / Loan Officer Valued Merchant ServicesLicensed Mortgage Loan Originator / Loan OfficerSan Francisco, CaliforniaRemoteWe 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?.
Licensed Mortgage Loan Originator | AI-Powered Mortgage Platform | Remote Valued Merchant ServicesLicensed Mortgage Loan Originator | AI-Powered Mortgage Platform | 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?.
Loan Officer Associate Lennar HomesLoan Officer AssociateSan Ramon, CAFull timeThis 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.
NewHigh-Impact Real Estate Loan Originator DunmorHigh-Impact Real Estate Loan OriginatorSan Francisco, CACandidates should excel in exceeding sales targets and building strategic partnerships, focusing on origination volumes of $3 million monthly. Dunmor is looking for driven Loan Originators to drive sales in real estate financing.
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, CaliforniaState/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.
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.
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.
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.
Mortgage Loan Officer SME SAIGroupMortgage Loan Officer SMELos Altos, CaliforniaYou will work representative borrower scenarios end-to-end, document how loan officers qualify, structure, and price loans, map the lead-to-lock-to-submission journey, and sit with product managers and engineers daily to translate that knowledge into detailed product requirements, decision logic, and acceptance criteria. This role exists to close that gap: you will embed with the product team as a hands-on domain expert, bringing real operational mortgage experience into product design and product build at a very detailed level — from workflow maps and edge cases down to field-level definitions, decision rules, and acceptance criteria.
Loan Officer Associate LennarLoan Officer AssociateSan Ramon, CaliforniaThis 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.
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!
Mortgage Loan Officer The PNC Financial Services Group IncMortgage Loan OfficerCupertino, CA$37,440–$40,976 / 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.
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.
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.
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.
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 - SANTA CLARA Citigroup IncMortgage Lending Officer SAFE Act - SANTA CLARASanta Clara, 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.
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. 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 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.
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.
Branch Manager Peninsula Gateway District Wells Fargo BankBranch Manager Peninsula Gateway DistrictMountain View, CaliforniaAs 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.
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 San Jose CA Area, Assistant Vice President Citigroup IncBusiness Relationship Manager San Jose CA Area, Assistant Vice PresidentSan Jose, 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.
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.
Senior Banker or Senior Business Banker TriCo BancsharesSenior Banker or Senior Business BankerPacifica, CA$27–$31 / hourEstablished in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability. Your business acumen and interpersonal skills - active listening, insightful questioning, building rapport - enable you to drive productive dialog with current and potential business banking customers about their operations and the lending, treasury, and merchant services benefits we offer.
Customer Service & Sales Manager Madison-DavisCustomer Service & Sales ManagerCupertino, CADeliver professional, high-quality service across all client and internal bank interactions, ensuring an exceptional customer experience. Actively identify cross-sell opportunities through customer profiling during account opening and teller interactions.
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.
Community Mortgage Bank Sales Consultant Wells Fargo & CoCommunity Mortgage Bank Sales ConsultantOakland, 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. In this role, you will: Sit within assigned bank branches and originate mortgage loans; collaborate with branch leadership, participate in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes; perform miscellaneous duties as needed and required.
Private Mortgage Banker (SAFE) Wells Fargo BankPrivate Mortgage Banker (SAFE)San Mateo, CaliforniaThey 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.
NewBusiness Relationship Manager San Jose CA Area, Assistant Vice President CitiBusiness Relationship Manager San Jose CA Area, Assistant Vice PresidentSan Jose, CAThis position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, to maintain and renew that registration annually, to update registration information with the Registry in a timely manner, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. Responsibilities Lead as the subject matter expert across a broad sales area of assigned branches, which comprise branch stakeholders and other area partners (e.g., Wealth Management, Mortgage).Partner with cross‑retail segment area peers spanning Wealth Management, Consumer, and Mortgage and initiate collaboration to optimize relationships to execute the sales plan.
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.