Top Tech Jobs & Startup Jobs

Originate and produce residential jumbo mortgages for affluent clients by soliciting referrals, analyzing credit and financials, recommending loan products, managing applications and underwriting requirements, maintaining market presence with realtors and financial professionals, and ensuring regulatory and compliance adherence (SAFE/LO requirements). Provide high-quality customer service and pursue required training.

Solicit and produce residential jumbo mortgages for affluent clients, develop referral sources, analyze moderate-complexity credit and financial data, counsel clients on loan products, ensure compliance with SAFE and Regulation Z requirements, maintain marketplace visibility, and deliver high-quality customer service throughout the mortgage process.

Primary relationship banker for affluent and complex customers: acquire and deepen relationships, deliver multi-product financial guidance across deposits, lending, investments and business banking, coordinate referrals to Wealth/Home Lending/Business Banking, support daily branch service, ensure accurate documentation and regulatory compliance, and complete required FINRA and insurance licensing.

Grow and manage relationships with affluent customers by delivering multi-product banking and credit strategies. Acquire new clients, manage a book-of-business, coordinate with Wealth/Home Lending/Business Banking partners, promote digital adoption, ensure compliant documentation, and provide branch support. Role requires obtaining and maintaining FINRA and insurance licenses.

Manage and coach a small team of mortgage retail sales consultants, oversee sales activities, ensure compliance with SAFE and Regulation Z, build referral relationships, manage pipelines, recruit and develop staff, and drive quality residential mortgage production while identifying process improvements and controlling risk.

Provide empathetic, high-volume customer support for financial products via phone, text, chat and video chat; escalate non-routine issues, promote digital services, follow policies and complete required training and on-site night/holiday shifts.

Lead and coach a branch team to acquire, deepen, and retain customer relationships; drive deposits, lending, cards and investments; execute sales routines; manage operational risk and compliance; partner with internal sales teams; promote digital banking; and oversee performance, hiring, and local travel and weekend scheduling.

Lead and coach a branch team to acquire, deepen, and retain customer relationships; drive deposits, lending, cards, and investments; execute sales routines; partner with internal lines of business; manage operational risk and compliance; onboard via Branch Manager Readiness Program and improve banker productivity through coaching and performance management.

Develop, implement, and document quantitative pricing and risk models for interest-rate products. Collaborate with Trading, Risk, Technology, and Model Risk to deliver analytics, perform advanced statistical analysis, compute risk sensitivities and capital forecasts, support front-office desks, and ensure model governance and production-ready code.

Lead a bank branch to acquire, deepen, and retain customer relationships; drive sales of deposits, lending, cards and investments; coach and develop staff; manage operations, compliance, and risk; partner with internal lines to deliver comprehensive customer solutions.