most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter
the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, , and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping
with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, interactionual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
and we deliver a high volume of hot, in-bound leads that convert at a very high percentage. Our Mortgage Bankers have access to a wide scope of loan programs and competitive rates while catering to a large base of veteran homeowners, those seeking government refinancing assistance, and first-time home buyers.
For more information please contact: Sarah Helton - direct: 312-738-xyz X xyz X@ What We Offer: Federal Charter, Mortgage Bankers can originate in all 50 states without the hassle of state licensing Custom marketing options, robust marketing support program(s), mobile app, and marketing CRM, give Mortgage Bankers the edge they need to compete and win! Experienced and highly trained
operations staff for Processing, Underwriting, Closing and more (ALL 100% IN HOUSE). On-site operations support available in most loan production offices.
Quick turn times - Our goal is to get your loans closed in 30 days or less Loan products for every scenario: FHA, VA, Conventional, USDA, Jumbo, 203k & Renovation, Portfolio, Condos/Co-ops, Construction, Down Payment Assistance & Grant Programs, HECM's, Multi-Family, Commercial, Personal Loans and more! Strong Secondary Department with over 50 investor relationships and direct seller to Fannie Mae, Freddie Mac and Ginnie Mae Secure environment for Bankers working in an office or remotely Coaching programs led by Sales Division Leaders
offered to Managers & LOs ready to grow their business and/or teams.
Unique culture where originators are encouraged to build their own brand within The Federal Savings Bank platform Weekly National Sales Meetings to share Bank and industry news Job Requirements: Minimum of two years of mortgage lending experience in a call center/consumer direct environment Active NMLS # Must have the ability to manage time effectively due to the very high volume of in-bound leads the banker will be expected to work Must be self-motivated, results-oriented, and experienced in taking a disciplined approach to working leads Strong interpersonal communication skills; ability to effectively interact with individuals within all departments of the bank Thorough knowledge of current loan originating guidelines/procedures Favorable credit and background check Bachelor’s degree required VA and FHA lending experience strongly preferred Veterans are strongly encouraged to apply We are seeking experienced Mortgage Professionals with a minimum of 2 years of experience and actively working in the mortgage banking industry.
Only qualified candidates will be considered. For more information please contact: Sarah Helton - direct: 312-738-xyz X xyz X@ Website The Federal Savings Bank is an equal opportunity employer.
All applicants will be considered for employment without attention to race, color, religion, interaction, interactionual orientation, gender identity, national origin, veteran or disability status Powered by Jazz HR
for our Member Solution Specialist position at our newest branch in Folsom.
Individuals who are keen problem solvers and are comfortable taking the initiative to “Do What’s Right" would be successful in our environment. They function as the member’s primary point of contact and will take ownership of member issues from start to finish.
At Sacramento Credit Union, we believe in diversity, equity and inclusion in the workplace. We welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, interactionual orientation, gender identity, gender expression, genetic information, individuals with disabilities,
pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Member Solution Specialists have a fixed schedule so it’s perfect for individuals wanting a work/life balance.
The Member Solution Specialists are considered full-time and are eligible to participate in our robust benefits package. The 37-hour schedule for the Folsom branch is as follows: Monday 9:15am-6:15pm Tuesday 9:15am-6:15pm Wednesday Off Thursday 9:15am-6:15pm Friday 9:15am-6:15pm Saturday 9:30am-2:30pm Sunday Off RESPONSIBILITIES INCLUDE: Greet and welcome members and visitors in a courteous and professional manner and provide prompt, efficient, and accurate service. Provide
a superior member experience by actively listening and backssing the needs of the member and offering targeted solutions to these needs.
Actively cross sell and provide product guidance to members. Perform all member service duties including processing teller transactions. Opens new accounts - business, personal, trust and specialty accounts. Process, review and fund consumer loan applications including auto, credit card and equity. Maintain a portfolio of members with a strong emphasis on relationship building. Assist in the day-to-day operations of the branch including pulling and balancing the ATM, assist with branch audits and opening and closing duties.
Meets or exceeds established branch goals. Maintain an up-to-date and comprehensive knowledge on all SCU products and services. Provides notary assistance to members. MINIMUM QUALIFICATIONS: High School Diploma or G. E. D. One year experience in a financial institution in a customer service position is strongly desired. Working knowledge of financial services products and basic lending practices is desired. Demonstrated ability to provide exceptional customer service from start to finish. Demonstrated problem solving skills. Demonstrated sales ability in either a financial institution or retail store is highly desirable.
Demonstrated computer skills and familiarity with software programs such as Word and Excel are required; demonstrated experience with Meridian Link and Loans PQ are preferred. Demonstrated inter-personal communication and member contact skills. Our excellent benefits package includes medical/dental/vision, Paid Time Off, paid holidays, life insurance/AD&D, short-term and long-term disability, 401(k) and more. Powered by Jazz HR
to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
Join us! Job Description: This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources such as mobile banking, online banking, or ATM.
This role also accurately and efficiently processes cash transactions for clients as needed. Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities. A Relationship Banker (responsibilities): --- Executes the bank's risk culture and strives for operational excellence--- Builds relationships with individual clients to meet their financial needs--- Follows established processes and guidelines in daily activities
to do what is right for clients and the bank, adhering to all applicable laws and regulations--- Grows business knowledge and network by partnering with experts in small business, lending and investments--- Manages financial center traffic, appointments and outbound calls effectively--- Drives the client experience--- Manages cash responsibilities You're a person who (required skills): --- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
--- Collaborates effectively to get things done, building and nurturing strong relationships. --- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
--- Is confident in identifying solutions for new and existing clients based on their needs. --- Communicates effectively and confidently, and is comfortable engaging all clients. --- Has the ability to learn and adapt to new information and technology platforms. --- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). --- Applies strong critical thinking and problem-solving skills to meet clients' needs.
--- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. --- Efficiently manages your time and capacity. --- Focuses on results, while acting in the best interest of the client. --- Can be flexible to work weekends and/or extended hours as needed. You'll be more prepared if you have (desired skills): --- Experience in financial services and knowledge of financial services industry, products and solutions. --- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
--- Six months of cash handling experience. --- Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. Skills Used in this Role: --- Customer Service--- Risk Management--- Consumer Products and Solutions--- Overcoming Objections--- Risk Management--- Cash Management--- Demonstrating Technology--- Relationship Management--- Active Listening--- Learning Agility--- Problem Solving--- Critical Thinking--- Multitasking Shift:1st shift (United States of America)Hours Per Week: 40
together. We are your perfect company if you value community, integrity, and fun. Our employees enjoy working here because we foster a sense of belonging, our words and actions are rooted in kindness, and our leadership teams interact at every level of the organization.
We know our employees have a choice where they can work, and we are grateful that they choose Southern First. What's in for you: Tools and training to help you succeed Supportive environment with a successful, stable organization Recognition for ideas, creativity, and dedication Competitive salary and benefitspackageBenefits include: Medical, Dental & Vision insurance, 401K, Health Savings Account, Flexible Care Spending
Account, Dependent Care Spending Account, Critical Illness Benefits, Life & Accident Insurance & Disability Insurance Primary Responsibilities: Job Description Assist in the support of Client Experience Officers by assisting in the daily maintenance of existing relationships.
This includes support for Electronic Banking, Mobile Banking, Bill Pay, Horizon XE, Remote Deposit Capture, Electronic Funds Transfers etc. Work closely with the Client Experience Officer/Client Experience Relationship Team to handle any client retail deposit needs in the absence of Client Experience Officer. Research and verify account information and resolve problems for clients as necessary. Educate clients on
bank services, products, and digital capabilities by developing and maintaining a strong working knowledge of all relevant Bank products and services.
Perform standard retail banking responsibilities, such as: safe deposit box services, cash checks, process credit card advances, redeem U. S. Savings Bonds, issue and sign cashier checks and loan proceeds checks, and accept loan payments and deposits, verifying cash and endorsements, and issue receipts. May include answering and directing incoming client phone calls by discerning the levels of priority as well as escalation of calls to the appropriate team member, as necessary. Balance transactions at end of day and verifies cash totals Essential Skills, Education and Experience: Job Description Cash handling accuracy.
Proficiency in Microsoft Outlook. Ability to effectively communicate while displaying the professional demeanor which is identified with Southern First Bank. Ability to maintain regular consistent and professional attendance, punctuality and professional appearance. Ability to operate computer and other standard office equipment such as a typewriter, 10 key calculator/adding machine, copier, and fax machine. Ability to multi-task while maintaining a rapid response rate for acknowledging clients in person as well as incoming calls.
Knowledge of retail banking rules, regulations, policies and procedures Successful completion of all training deemed necessary by the Bank. Preferred: High school diploma or equivalent. Banking Experience, ideally on both the teller and platform roles. Experience using bank systems: Horizon XE BEHAVIORAL COMPETENCIES: Disciplined Cooperative Sincere Diligent Willing and Helpful Abides by rules and procedures Supportive Formal, reserved WORK CONDITIONS This position must be able to sit for long periods of time as position involves majority of time spent at desk and computer.
Little to no travel required. Standard office environment with climate control, and sufficient lighting. This description is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent an expressed or implied contract of employment nor does it alter your at-will employment, and the Company reserves the right to change this job description and/or assign tasks for the employee to perform, as the Company may deem appropriate.
to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
Join us! Job Description: This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources such as mobile banking, online banking, or ATM.
This role also accurately and efficiently processes cash transactions for clients as needed. Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities. A Relationship Banker (responsibilities): --- Executes the bank's risk culture and strives for operational excellence--- Builds relationships with individual clients to meet their financial needs--- Follows established processes and guidelines in daily activities
to do what is right for clients and the bank, adhering to all applicable laws and regulations--- Grows business knowledge and network by partnering with experts in small business, lending and investments--- Manages financial center traffic, appointments and outbound calls effectively--- Drives the client experience--- Manages cash responsibilities You're a person who (required skills): --- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
--- Collaborates effectively to get things done, building and nurturing strong relationships. --- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
--- Is confident in identifying solutions for new and existing clients based on their needs. --- Communicates effectively and confidently, and is comfortable engaging all clients. --- Has the ability to learn and adapt to new information and technology platforms. --- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). --- Applies strong critical thinking and problem-solving skills to meet clients' needs.
--- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. --- Efficiently manages your time and capacity. --- Focuses on results, while acting in the best interest of the client. --- Can be flexible to work weekends and/or extended hours as needed. You'll be more prepared if you have (desired skills): --- Experience in financial services and knowledge of financial services industry, products and solutions. --- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
--- Six months of cash handling experience. --- Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. Skills Used in this Role: --- Customer Service--- Risk Management--- Consumer Products and Solutions--- Overcoming Objections--- Risk Management--- Cash Management--- Demonstrating Technology--- Relationship Management--- Active Listening--- Learning Agility--- Problem Solving--- Critical Thinking--- Multitasking Shift:1st shift (United States of America)Hours Per Week: 40
To further extract business from these partnerships, we are seeking qualified retail loan officers who want to help cultivate these relationships, build new ones, and work together to grow their business to the next level. Only experienced Mortgage Bankers will be contacted - This position will be based out of one our 4 loan production offices throughout New England.
For more information please contact: Sarah Helton - direct: 312-738-xyz X xyz X@ What We Offer: Federally Chartered Bank, Mortgage Bankers can originate in all 50 states without the hassle of state licensing Personalized marketing options, robust marketing support program(s), mobile app, and the latest technology give our
Mortgage Bankers the edge they need to compete and win! Experienced and highly trained operations staff for Processing, Underwriting, Closing and Post Closing (ALL 100% IN HOUSE).
On-site operations support available in most loan production offices. Quick turn times for Processing and Underwriting– Our goal is to get your loans closed in 30 days or less Shared or dedicated Banker Assistants for the majority of our Retail Mortgage Bankers Loan products for every scenario: FHA/VA, Conventional, USDA, Jumbo, 203k and Renovation, Portfolio, Condos/Co-ops, Construction, Down Payment Assistance and Grant Programs, HECM's, Multi-Family, Commercial, Personal Lending and more! Strong Secondary
Department with 55+ investor relationships and direct seller to Fannie Mae and Freddie Mac; Ginnie Mae approved Bank-issued laptops create a secure environment for Bankers working in an office or remotely Mentorship programs available to Sales Managers and Originators looking to grow their business and expand their teams.
Unique company culture where originators are encouraged to build their own brand within The Federal Savings Bank platform Job Requirements: Minimum of three years of mortgage lending or retail mortgage banking experience Three or more new purchase loans per month Well-developed referral base, including realtors, past clients, financial planners, attorneys and/or accountants College degree or equivalent work or military experience Knowledge of real estate market in local area Knowledge of FHA, VA, FNMA, FHLMC guidelines Favorable credit history and background check We are seeking experienced Mortgage Professionals with a minimum of 3 years of experience and actively working in the retail mortgage banking industry.
Only qualified candidates will be considered. For more information please contact: Sarah Helton - direct: 312-738-xyz X xyz X@ Website The Federal Savings Bank is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, interaction, interactionual orientation, gender identity, national origin, veteran or disability status Powered by Jazz HR
offices nationwide. We seek experienced retail loan originators who wish to take their business to the next level with our cutting edge mortgage app, digital closing software, marketing CRM, and portfolio products. Contact Lexi Romitti for details Office: (773) 922-xyz X Email: xyz X@ What We Offer: Ability to lend in all 50 states without the hassle of state licensing Robust marketing support program(s), mobile app, custom design requests, and the Total Xpert (Eagle Eye) marketing CRM give LOs the edge they need Latest technology: Blend and Snap E-Close technology allows borrowers to send, receive, and sign documents digitally and securely Experienced and highly trained operations staff (ALL
100% IN HOUSE).
Bank-sponsored Mortgage Banker Assistant and Loan Partner programs Loan programs for every borrower: FHA/VA, Conventional, USDA, Jumbo, 203k and Renovation, Portfolio, Condos/Co-ops, Construction , HECM's, Multi Family, Commercial, Personal Loans, ITIN, Medical Professionals Loan and more!
Robust Secondary Department investor relationships and direct seller to Fannie Mae, Freddie Mac, and Ginnie Mae - No agency underwriting overlays! Competitive pricing and compensation plans More Reasons to Join: EVP Coaching for Loan officers and Managers looking to grow professionally. We will help you revamp your business plan! NAHREP National sponsor, and accessibility to
NAHREP 10 certified coach of the year Unique company culture where originators are encouraged to build their own brand while leveraging The Federal Savings Bank platform National Employee Appreciation Events Annual Chairman's Club trips to cultural destinations like Italy, Peru, and Spain!
Partial 401k matching & Medical, Dental, and Vision insurance plans available Job Requirements: Minimum of 2+ years of experience as a retail loan originator or loan officer Two or more new purchase loans per month preferred, or $15 million in annual production. Well-developed referral base, including realtors, past clients, financial planners, attorneys and/or accountants preferred College degree or equivalent work or military experience preferred Knowledge of real estate market in local area preferred Spanish-speaking Loan officers welcome!
We have bilingual processing operations support Working knowledge of FHA, VA, Conventional and Construction loan guidelines Strong desire to continue growing a successful sales career in residential lending Website The Federal Savings Bank is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, interaction, interactionual orientation, gender identity, national origin, veteran or disability status Powered by Jazz HR
company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.
Bonus Type Formula Based Summary Acting as a trusted advisor, finding and recommending the right financial solutions to help our high: net: worth clients grow, preserve, and protect their wealth is what you'll do as a Private Banker. We believe that no financial challenge is too big and no opportunity too small for us to start a conversation. We are guided by our commitment to serving our clients, providing a positive work environment
for our employees, and making a difference in the communities we serve. Job Description The PRIVATE WEALTH BANKER IV is primarily responsible for making and servicing commercial and individual loans that involve significant amounts of both secured and unsecured funds and/or credit secured which have the highest visibility and are the most complex in nature.
Additional responsibilities include the delivery of Brokerage, Investment management, Trust, and Insurance products to high net worth clients and businesses. Handles the largest, most profitable customer relationships within the department. Team Culture We understand everyone has different strengths and opportunities for growth and
we strive to have the right mix of competencies in order to get the most out of the team dynamic.
Your manager will be there for you and help guide your success. Your Client Service Associate will be the direct contact to handle your client base and provide a personal touch experience. Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors. How Youll Spend Your Time -You will use your business savvy to identify new prospects and develop new business. -You'll use your product/service knowledge to determine what our clients need to enhance their private wealth strategy. -You will use your financial acumen and analytical skills to understand data to make informed decisions in order to structure loans, mitigate and identify risk, and keep us in regulatory compliance.
-You will monitor and manage existing credit relationships in coordination with the Professional Services Group, including note renewals, detailed analysis of financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring. Education and Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor's Degree in Finance or related field of study and 8:10 years of directly related experience in credit/banking and/or 14:16 years of equivalent combination of education and experience.
BOK Financial Corporation Groupis a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career Apply today and take the first step towards your next career opportunity The companies in BOK Financial Corporation Group are equal opportunity employers.
We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to interaction, race, color, religion, national ori
Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.. Bonus Type This position typically pays minimum wage plus a draw against commission.
Summary Youre an experienced mortgage banker with an established client base who isnt afraid to generate new business. You value a company focus on providing your clients with full: service financial offerings and recommending the right BOK Financial products at the right time. To achieve this, you build relationships, both externally in your market and throughout the bank. Youre a counselor, connector, and
relationship maker. Our Mortgage Bankers change peoples lives Job Description The Mortgage Banker is primarily responsible for representing a full range of mortgage financing; generates mortgage and development loans through solicitation of individual consumers, groups, real estate brokers and builders/developers.
Maintains an active call schedule for purposes of educating targeted business sources regarding the features and benefits of BOK Mortgage financing. Team Culture BOK Financial Mortgage is dedicated to being a respected and recognized top Mortgage Lender in our markets, as well as to being the employer of choice for all mortgage professionals. We are committed to our employees,
customers, and community partners, and our mission is to deliver the highest quality mortgage experience with integrity, knowledge, and award: winning service.
We treat each other with dignity and respect, value opinions and differences, and talk openly. We give praise, recognize quality work, and pursue excellence. We are a fun group We participate in group learning and idea sharing, and we practice candid communication through our open: door policy. Problems are brought to the surface, and so are solutions; we're receptive to feedback and constructive criticism. We believe in personal and shared accountability. How Youll Spend Your Time: You will build and nurture relationships internally and externally to set yourself up for long: term sales success.
: You'll be actively engaged in your community, making meaningful connections with both individuals and businesses. : You'll generate business and close on time to ensure a seamless lending process. : You'll collect and analyze clients' financial information to ensure loan eligibility and to determine if they are a good investment for the bank. : You will train new real estate agents and brokers in areas of financing, qualifying buyers, and lending guidelines. Education and Experience Requirements This level of knowledge is normally acquired through completion of an Associate's Degree and 2:3 years related mortgage lending experience.
Bachelor's degree strongly preferred. Working Conditions and Physical Requirements Office : 20 lbs BOK Financial Corporation Groupis a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career Apply today and take the first step towards your next career opportunity The companies in BOK Financial Corporation Group are equal opportunity employers.
We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all quali
operations on the processing of the application and reviews the loan papers in preparation for closing. Explains the documents to applicants at closing. Communicates with applicants and realtors on progress of application. Achieve compliance certification and use knowledge of compliance/CRA regulations in day-to-day activities.
Maintain knowledge of trends and developments in the local real estate market, as well as the changing rules and regulations pertaining to both private and government-insured mortgages. NECESSARY KNOWLEDGE, SKILLS & ABILITIES: Knowledge of Secondary Market and mortgage loan regulations and guidelines. Knowledge of VA and FHA loans. Knowledge of word processing
software. Skills in operating various office equipment such as: computer terminal, personal computer, adding machine, and copy machine. Ability to communicate both oral and written in a courteous and professional manner.
Ability to work under pressure to meet deadlines. EDUCATION & EXPERIENCE: College degree in Business Administration and/or equivalent work experience. Three years previous mortgage lending experience. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another
employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
41 CFR 60-1.35(c)
for additional services. Job Skills Required: Complete familiarity with the Bank's savings, checking, and lending policies and guidelines, as well as specific loan programs, qualifications, and insurance.. Interpersonal skills necessary to conduct business development calls to area agencies and builders and deal with potential savings and loan customers.
Accuracy and high attention to detail. Ability to present oneself professionally at all times. Bell Bank provides an excellent benefits package. Bell's Values: As stewards, dedicated to the growth and reputation of this independently owned organization, we are committed to: Promoting and sustaining our family atmosphere. Providing
unequaled personal service to each and every customer. " Paying it forward" by giving back to the communities we serve. Our Bottom Line: Happy Employees!
Happy Customers! Bell Bank Equal Opportunity Employer recblid 36d0fyyqov9q32ehlx35koka3wkhd5
our Overview This is a full-time, commissioned career opportunity based out of Bensalem, PA. Work with customers and prospective customers to assist them in identifying and securing a mortgage loan that is appropriate for their individual financial circumstances and is designed to help them achieve their financial goals, including home ownership.
Requires to act on internal leads but to also cultivate external lead sources to generate origination of mortgage loans. A significant amount of time will be spent building relationships and soliciting first mortgages with realtors, builders, accountants, lawyers, financial advisors and other referral sources to obtain mortgage loan applications.
Responsibilities Develops and expands referral sources in order to solicit first mortgages and develops a continual stream of origination volume. Maintains regular contact with Realtors in their offices and on site at open house events.
Meets with builders on job sites to discuss lending options related to clients they have building homes. Regularly, seeks opportunities to meet with developers. Participates in building and trade shows. Participates in mixers related to real estate where relationships can continue to build and new ones can be forged. Maintains regular contact and meets with centers of influence such as attorneys, accountants, lawyers and financial advisors. Collects and
analyzes applicant's financial information typically at one of the organizations branch locations to backss the financial circumstances to determine whether the applicant and the property qualify for a particular loan.
Interviews applicants and provide required information, including income, assets, investments, debt, credit history, prior bankruptcies, judgments, and liens, as well as characteristics of property and similar information. Identifies customer's needs in conjunction with customer's financial situation and evaluates those needs in relation to available financial products. Recommends the financial products which best meet the customer's specific needs after advising customer about the risks and benefits of the loan alternatives, including the options and advantages involved.
Recommends terms and conditions of mortgage loans. Engages in customer specific persuasive sales activity to encourage potential customer to do business with Company and cross promotes other services and financial products of Company to outside referral sources. Performs work related to the loans the employee originates. Obtains and analyzes pertinent financial and credit data. Follows current loans to ensure conformity with terms. Follows up with customers and prospective customers via telephone and email communication.
Completes paperwork related to the loans originated. Prepares materials needed to support employee's loan activities. Attends company meetings as necessary. Ensures loan originations are in accordance with regulatory compliance. Ensures documentation is completed in accordance with regulatory compliance. Communicates with the customer throughout the process on an ongoing basis to ensure the customer understands the process. Qualifications Required Education High School Diploma or equivalent. Required Experience4 or more years recent residential mortgage lending.
4 or more years established referral sources that are outside of branch referrals and provide a continual stream of loan originations. 4 or more years proven ability to develop and maintain a significant amount of referral sources from contacts and relationships outside the organization. Other sources could be repeat customers, referrals from current clients. This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates.
This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management. Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.
EEO Statement Fulton Bank (" Fulton" ) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, interactionual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status. NMLSThis position may require incumbent to be registered in the Nationwide Mortgage Licensing System and Registry.
Incumbents who are required to register will be notified in writing.
address almost every need. Your laser focus on delivering an outstanding experience means every customer leaves happy, not just today, tomorrow and for years to come. Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a " people person" who enjoys building positive relationships with customers, then this is the job for you!
Citizens Bankers are the face of the branch. You'll get to know customers' personal financial goals and recommend tailored solutions to meet their needs - like planning for the future, buying a home or opening a new credit card. Not only that, but you'll also introduce customers to new, more efficient ways
of banking online, through our award-winning mobile app and ATMS. Everyone in the branch environment thrives when you work together to meet individual and team goals.
You can also take advantage of training, coaching and career planning to grow your career into branch management or another exciting role at Citizens. What you'll do Be the face of Citizens, presenting a professional, friendly and helpful appearance with every interaction Work closely with new and existing customers to understand their financial needs and deepen relationships Provide recommendations and assist customers with a wide array of financial solutions to satisfy their spending, saving, borrowing and investing needs
Help customers bank more efficiently using web, mobile and ATM banking Acquire new customers through outbound phone checkups and in-store prospecting Collaborate with your partners in Wealth, Mortgage and Business Banking to help customers with more complex financial needs Contact customers to schedule time to discuss their personal financial goals Provide financial education and services to customers to help them fit banking into their everyday lives Follow all financial policies and procedures, state and local laws and regulations What you'll get Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals.
Colleagues and leadership listen to your ideas and feedback. Commitment to community - You'll thrive in a diverse, friendly and encouraging workplace that lets you give back to the community through volunteering and donating to causes that are important to you Recognition & reward - You'll see your hard work rewarded with financial incentives, promotions, growth and new opportunities Training & development - You'll grow your career through training, coaching, career planning and development that will enable you to branch off in any direction your talents and interests take you Exceptional benefits - You'll have access to medical and dental insurance, a 401K with corporate match, tuition assistance and discounts on student loan refinancing.
You'll also get a discount on thousands of gyms, studios and fitness centers. Minimum Qualifications High School degree or GED required 2 years of sales and customer service experience Strong listening and customer service skills Ability to effectively ask questions and identify needs to improve the customer relationship Proven success with building relationships through in person and phone interactions Demonstrated skills in using digital technology to support the delivery of business goals Aptitude to problem solve and provide solutions to customer issues Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration Self-motivated, confident and ability to multitask effectively Ability to work branch hours, which can include weekends and evenings If selected, candidates must meet and follow all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and acquiring a Unique Identifier from the Nationwide Mortgage Licensing System (NMLS).
Preferred skills/experience: Demonstrated stable work history 2+ years sales experience achieving or exceeding individual goals 1 year cash handling experience preferred Hours and Work Schedule Hours per Week: 40 Work Schedule: Varies with branch needs and may include weekends and evenings About Us Equal Employment Opportunity At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability.
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, interaction, interactionual orientation, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer Citizens is a brand name of Citizens Bank, N. A. and each of its respective affiliates. Privacy Policy
