and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads.... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the...
products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses... and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align...
and breadth of products and servicesKey offers;Develop centers of influence and networks in the community to identify... in-person branch team, ensuring understanding of Key’s products and services, Key’s sales and service process and the...
services, mortgage, retail and/or hospitality Bachelor’s Degree in related field Bilingual (fluent verbal and written... manager and as a market-level resource. Key responsibilities include managing as a business owner, fostering a team...
, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales... calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work...
PENNYMAC: Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform... and integrated business focused on the production and servicing of U.S. mortgage loans and the management of investments related...
and developing direct reports Experience in the following industries: Consumer banking/financial services, mortgage, retail... manager and as a market-level resource. Key responsibilities include managing as a business owner, fostering a team...
avoidable hospitalizations and ensuring continuity of care across settings. Key responsibilities: Provide comprehensive... Offer consultative services for complex patients during hospitalizations and transitions of care Coordinate preventive care, routine...
in one or more key products and are responsible for managing and supporting the organization's Data Analytics applications and tooling... and visualization. Troubleshoot platform issues, optimize performance, and ensure uptime for critical data services. Stay current...
through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage..., Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating...