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12 Days AgoSaved
Hybrid
Scottsdale, AZ, USA
Entry level
Entry level
Fintech • Financial Services
Manage and service an affluent client portfolio across lending, credit, and deposit products; review client financial goals and recommend solutions; prepare client materials; resolve operational issues; coordinate with internal teams (Financial Advisors) and maintain compliance with SAFE and LO regulatory requirements.
Top Skills: Client LinkDiprExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft TeamsMicrosoft WordSalesforceSvpTmt
Reposted 12 Days AgoSaved
Hybrid
Irvine, CA, USA
Junior
Junior
Fintech • Financial Services
Originate and manage residential jumbo mortgage loans for affluent clients. Solicit referrals from realtors, builders, and financial professionals; analyze credit and financial data; quote rates and lock registrations; ensure compliance with SAFE and Regulation Z requirements; maintain marketplace visibility and high customer service standards; pursue company training and follow underwriting and compliance procedures.
Reposted 12 Days AgoSaved
Hybrid
Gresham, OR, USA
Entry level
Entry level
Fintech • Financial Services
No job description provided. Please paste the full job description so I can accurately extract responsibilities, requirements, salary, travel, and other details.
Reposted 12 Days AgoSaved
Hybrid
Philadelphia, PA, USA
Senior level
Senior level
Fintech • Financial Services
Administer fiduciary relationships for high-net-worth clients, analyze trust and estate documents, implement estate plans, ensure compliant account management, coordinate tax-related issues, engage clients and advisors, mentor junior staff, and drive process improvements within a risk-management framework.
Reposted 12 Days AgoSaved
Hybrid
Richmond, VA, USA
Junior
Junior
Fintech • Financial Services
Originate and produce residential jumbo mortgage loans for affluent clients by soliciting referrals, analyzing credit and financial data, advising on loan products, ensuring compliance with SAFE and Regulation Z, and maintaining strong realtor and professional relationships while delivering high customer service.
Top Skills: MS OfficeNationwide Mortgage Licensing System (Nmls)
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Reposted 12 Days AgoSaved
Hybrid
Minneapolis, MN, USA
25K-32K Hourly
Entry level
25K-32K Hourly
Entry level
Fintech • Financial Services
Serve customers at a bank branch by opening and managing accounts, processing transactions, resolving inquiries, and recommending bank products to meet financial needs while building relationships and achieving sales goals.
Internship
Fintech • Financial Services
The internship focuses on providing early career exposure to Corporate & Investment Banking operations through hands-on projects and training.
Reposted 12 Days AgoSaved
Hybrid
New York, NY, USA
215K-355K Annually
Senior level
215K-355K Annually
Senior level
Fintech • Financial Services
Please provide the full job description text. I only have the job title and cannot accurately extract technologies, salary, requirements, travel, visa, or other details without the description.
Reposted 12 Days AgoSaved
Hybrid
Roanoke, VA, USA
Entry level
Entry level
Fintech • Financial Services
The Escalations Representative is responsible for handling customer issues that have been escalated, ensuring resolution and satisfaction, and providing feedback to improve processes.
Reposted 12 Days AgoSaved
Hybrid
King Salmon, AK, USA
23-31 Hourly
Entry level
23-31 Hourly
Entry level
Fintech • Financial Services
The Personal Banker in King Salmon will assist customers with their banking needs, provide account information, and promote banking products.
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