li>Stays updated on compliance and regulatory requirements and identifies and manages existing and emerging risks that stem from business activities; ensures risks associated with business activities are effectively measured, monitored, and controlled. This is a high-impact, performance-driven role within a fast-paced, high-volume environment that calls for a driven, high-capacity professional who thrives on delivering results.
p>Job Description/Position Responsibilities: Serve as the primary point of contact and Subject Matter Expert for client interactions, internal and external business partners, including Financial Advisors, their clients, and Private Bankers using a variety of communication types, including verbal (preferred) and written, in order to:
- Provide consultation and advise Morgan Stanley on the credit risk of high-net-worth clients (i.e., high loan amounts and complex income, asset, and vesting scenarios) and the appropriate/available products and pricing to meet the clients' needs. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
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. 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.
p>Our Centralized Mortgage Banker cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Proactively contacts referral and origination sources identified through the creation of national partnerships and/or creates local partnerships to lead discussions about home financing solutions.
p>Requirements: • Recent mortgage loan origination experience required; call center environment preferred • Must meet all Nationwide Mortgage Licensing System & Registry (NMLS) requirements • Understanding of mortgage regulatory guidelines • Strong negotiation skills • Ability to quickly connect and establish a great rapport with people • Ability to work in a fast paced environment while handling competing priorities effectively • Self-motivated, driven, high-energy and a positive attitude • Detail oriented and results driven • Strong desire to succeed in a sales environment and to be a top producer • Proactive with a strong sense of urgency • Excellent written and verbal communication skills. California Consumer Privacy Act Disclosure Employment Applicants, New Hires, and Employees Residing in California AmeriSave Mortgage Corporation's Privacy Policy Statement ("Policy") can be reviewed here: www.amerisave.com/privacy-policy AmeriSave Mortgage Corporation's California Consumer Privacy Act ("CCPA") Recruitment Disclosure can be reviewed here: https://www.amerisave.com/ccpa-recruitment-disclosure/
p>Requirements: Recent mortgage loan origination experience required; call center environment preferred Must meet all Nationwide Mortgage Licensing System & Registry (NMLS) requirements Understanding of mortgage regulatory guidelines Strong negotiation skills Ability to quickly connect and establish a great rapport with people Ability to work in a fast paced environment while handling competing priorities effectively Self-motivated, driven, high-energy and a positive attitude Detail oriented and results driven Strong desire to succeed in a sales environment and to be a top producer Proactive with a strong sense of urgency Excellent written and verbal communication skills. Responsibilities: Consult with borrowers, listen to their needs and help them evaluate AmeriSave's options Manage a pipeline of both purchase and refinance Use AmeriSave's state-of-the-art technology to qualify the borrower for one or more of our loan programs Establish an ongoing relationship by delivering best-in-class customer service Be knowledgeable about our loan programs and financing options.
Phoenix, Arizona9 days ago
Check out our full list of Benefits and Perks. We’re known as experts in the mortgage industry, but we’re also innovators – we strive to create the best experiences for our clients from beginning to end.
Applicants requiring reasonable accommodations in completing the application and/or participating in the application process should contact a member of the Human Resources team, at Careers@myrocketcareer.com. We're known as experts in the mortgage industry, but we're also innovators - we strive to create the best experiences for our clients from beginning to end.
What you'll do: As a Senior Mortgage Warehouse Specialist you''ll be responsible for providing and supporting mortgage banking to companies with short-term, secured revolving credit that enables mortgage bankers to fund and inventory residential mortgage loans until they can be purchased by permanent investors. You''ll support Warehouse Lending Operations and ensure the loan operation activities run smoothly and efficiently; including certifying the quality of collateral funding packages and effectively monitor customer collateral while providing high level of customer service to internal and external customers.
div style="text-align:justify">Role Overview:- Handle inbound and outbound calls in a call center environment.
Education Requirement:- High School Diploma, GED, or equivalent required.
div style="text-align:justify"> Role Overview:- Handle inbound and outbound calls in a call center environment.
Education Requirement:- High School Diploma, GED, or equivalent required.
Scottsdale, AZ30+ days ago
li>Beginning 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. Further information about NMLS and registration requirements of registration can be found at: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx.
Scottsdale, AZ10 days ago
li>Beginning 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. Further information about NMLS and registration requirements of registration can be found at: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx.
p>ABOUT THE ROLE: The VP, Commercial Banker is responsible for managing and growing a portfolio of business clients by delivering tailored financial solutions that support their operational and strategic goals. They focus on both deepening existing relationships and acquiring new clients, with an emphasis on proactive outreach, consultative selling, and cross-functional collaboration.
Entry level knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services. Responsible for supporting the Operations Manager in account opening and closing, including but not limited to CDARS, ICS, Credit Cards, Debit Cards, Checking and Money Market accounts.
Beginning 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.
Scottsdale, AZ30+ days ago
Beginning 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.
p>Qualifications: - Requires a high school degree or equivalent, and some years of sales experience and extensive knowledge of residential loan and bank products, including loan origination, loan processing, credit analysis, loan documentation or other directly related experience.
- Responsible for assisting customers with information about loan types and interest rate options, locking interest rates as requested by the customer, preparing and sending initial disclosures to customers and submitting information to automated underwriting software.
Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. We provide individuals, families, businesses, and institutions with a wide variety of services: brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services.
Must have the ability to read and interpret documents such as real estate purchase contracts, loan program guidelines, tax returns, income documentation, credit reports and preliminary title reports. The Mortgage Loan Officer will be responsible for originating mortgage loans independently without branch assistance, focusing on outbound business development and client management.
Peoria, Arizona29 days ago
The Relationship Banker is also responsible for handling complex banking tasks, such as opening new accounts and assisting with account maintenance, ensuring a seamless and comprehensive customer experience.Duties & Responsibilities.
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (“Agency”), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (“Agreement”).
Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. 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.
Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. 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.
Preferred Skills** Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales **Competencies** Banking Products, Business Acumen, Customer Experience Management., + Proactive lead management and referral generation--Leverages experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new consumer and business households.
li>Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. 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.
li>Proactive lead management and referral generation--Leverages experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new consumer and business households. 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.
Phoenix, Arizona30+ days ago
Sun City West, AZ11 days ago
li>PNC 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.
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.
Phoenix, Arizona30+ days ago
Mesa, Arizona30+ days ago
Phoenix, Arizona30+ days ago
Phoenix, Arizona30+ days ago
Preferred Skills** Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales **Competencies** Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., + Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty.
Responsibilities:Provides exceptional client careAnswers inbound calls and make outbound calls to provide new and existing clients with guidance and advice to uncover lending needs and assist them with determining the best solutionUtilizes multiple technology systems to assist customers and referral partnersLeverages defined lending processes and policies to meet guidelines and manage risksCommunicates consistently with clients and business partners through outbound calls, email, and online messaging systems throughout the lending processIdentifies opportunities through conversations with clients to recommend the bank's products through partner referrals as part of one team that delivers exceptional client careRequired Qualifications:Has 1+ year sales and/or mortgage experienceBilingual - Spanish RequiredHas a strong relationship-deepening and client care mentalityActively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Has an ability to assess client needs and suggest/promote alternative products or servicesHas ability to learn all platform systems utilized within the environment and/or aptitude in system technologiesHas effective customer service skills with ability to manage the full client end-to-end origination experience and problem resolution at key points in lending processHas an ability to work under pressure during high volumes Has an ability to build and maintain positive rapport with service partners.
Scottsdale, Arizona12 days ago
Banking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Products and Services, Relationship Management, Selling.Work Experience.
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.
Tempe, Arizona22 days ago
p 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.
Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty.
Gilbert, Arizona16 days ago
p 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.
Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty.
Scottsdale, Arizona5 days ago
p 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.
Scottsdale, Arizona30+ days ago
The Banker engages internal business partners to identify, solicit and close cross-selling opportunities while developing and maintaining long-term business relationships with clients.Duties & Responsibilities.
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement").
Phoenix, Arizona22 days ago
p 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.
Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty.
p>Leadling is actively searching for seeking experienced Mortgage Loan Officers ready to increase earnings, scale nationally, and gain full control of their business with a National Mortgage Lender.. Most Loan Officers never see the true value of the loans they close.
National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other with the best possible tools, resources and opportunities. Essential Functions:
- Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service.
National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other with the best possible tools, resources and opportunities. Essential Functions: Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service.
National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other with the best possible tools, resources and opportunities. Essential Functions:
- Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service.
Scottsdale, Arizona30+ days ago
Our model blends traditional brokerage, in-house underwriting, and private / hard-money lending using our own capital, giving Loan Officers unmatched pricing flexibility and deal-saving autonomy. W-2 income guarantee to support ramp-up – based on prior W-2 earnings, we front your typical monthly income for an initial period to provide stability while you build pipeline (e.g., $10k/month prior income = $10k/month guaranteed during ramp).
Today, loanDepot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. Our direct lending channel, comprised of both seasoned mortgage veterans & our own home-grown Lending Officers, receive daily warm transfers from our call center agents to recommend loan solutions in accordance with lending guidelines and mortgage policy.
Today, loanDepot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. Our direct lending channel, comprised of both seasoned mortgage veterans & our own home-grown Lending Officers, receive daily warm transfers from our call center agents to recommend loan solutions in accordance with lending guidelines and mortgage policy.
Determines borrower financing objectives and goals using AAA: Assess the correct loan options for the borrower based upon the members present and future situation; Advises the member on the best mortgage programs and options; Assists the member along the path to homeownership. Must have the ability to read and interpret documents such as tax returns, income statements, contracts and documents regarding real estate transactions, loan program guidelines, AUS findings and preliminary title reports.
Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction.
li>This position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee's assessment of the consumer's financial characteristics to a particular Bank MLO) for compensation or gain. This position is authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and thus subject to specific Truth-in-Lending Act and Regulation Z Loan Originator requirements.