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Reposted 8 Days AgoSaved
Hybrid
Beverly Hills, CA, USA
Junior
Junior
Fintech • Financial Services
Solicit and originate residential mortgage loans, build referral relationships with realtors/builders/financial professionals, analyze credit and financial data, quote rates, and ensure compliant loan production and high customer service. Maintain market visibility, pursue training, and comply with SAFE and Regulation Z loan originator requirements.
Top Skills: MS Office
Reposted 8 Days AgoSaved
Hybrid
Melville, NY, USA
191K-305K Annually
Senior level
191K-305K Annually
Senior level
Fintech • Financial Services
Manage complex client relationships in Commercial Banking by developing solutions, analyzing financials, collaborating with teams, and supporting business development.
Reposted 8 Days AgoSaved
Hybrid
Charlotte, NC, USA
Mid level
Mid level
Fintech • Financial Services
The Lead Securities Operations Specialist focuses on citizen-development and analytics transformation within securities operations, ensuring efficiency in processes and operations management.
9 Days AgoSaved
Hybrid
Tustin, CA, USA
37K-66K Hourly
Senior level
37K-66K Hourly
Senior level
Fintech • Financial Services
Grow and manage relationships with affluent customers by providing advisory, multi-product banking solutions across deposits, lending, investments, and home/business banking. Proactively acquire new customers, lead discovery-based planning, coordinate with Wealth/Home Lending/Business partners, support branch service needs, champion digital adoption, and maintain accurate documentation and regulatory compliance. Role requires obtaining and maintaining FINRA and state insurance licenses.
Reposted 9 Days AgoSaved
Hybrid
Plymouth Meeting, PA, USA
Junior
Junior
Fintech • Financial Services
Solicit and originate residential mortgage loans, build referral relationships with realtors and other partners, analyze low-to-moderately complex financial and credit data, recommend loan products, manage customer communications, ensure compliance with SAFE and Regulation Z, and maintain knowledge of mortgage industry trends.
Top Skills: MS OfficeNmls (Nationwide Mortgage Licensing System)
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9 Days AgoSaved
Hybrid
Boise, ID, USA
Senior level
Senior level
Fintech • Financial Services
Grow and manage relationships with affluent customers, provide multi-product financial guidance, acquire new clients, coordinate with Wealth/Home Lending/Business teams, ensure regulatory compliance, document planning conversations, and support branch service needs.
Reposted 9 Days AgoSaved
Hybrid
San Mateo, CA, USA
Entry level
Entry level
Fintech • Financial Services
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Reposted 9 Days AgoSaved
Hybrid
Seguin, TX, USA
Entry level
Entry level
Fintech • Financial Services
Serve customers at a bank branch by opening accounts, processing transactions, resolving inquiries, and cross-selling banking products. Meet sales and service goals, maintain compliance, and provide friendly, accurate service. Spanish language skills are desired to assist bilingual customers in Seguin.
9 Days AgoSaved
Hybrid
Rio Rancho, NM, USA
Senior level
Senior level
Fintech • Financial Services
Serve as primary financial partner for affluent customers: acquire and deepen relationships, provide multi-product banking and credit advice, manage a book of business, coordinate with Wealth/Home Lending/Business Banking, drive digital adoption, ensure risk and compliance, and support branch service needs.
9 Days AgoSaved
Hybrid
Scranton, PA, USA
Entry level
Entry level
Fintech • Financial Services
Frontline personal banker who builds customer relationships, supports account openings, handles teller transactions, processes service requests and credit applications, promotes banking products, uses digital tools, and follows compliance and risk controls while collaborating with branch teammates.
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