from individuals actively seeking financial solutions. Deliver Tailored Solutions: Connect with clients virtually (phone, Zoom... Life, Indexed Universal Life Mortgage Protection: Ensuring your family is protected in case of unexpected events Final...
, etc.) Connect clients to the appropriate partners as necessary (e.g. leverage video conference for FA, mortgage specialist... and effective utilization digital technologies Resolving complex client issues or needs;connect with relevant specialists...
solutions to existing and potential clients (e.g. sales wall, tablet, smart phone, workbench, iPads, etc.) Connect clients... to the appropriate partners as necessary (e.g. leverage video conference for FA, mortgage specialist, etc.) Take full...
Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect.... In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008...
Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect.... In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008...
Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect.... In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008...
Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them.... In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008...
Banking experience or equivalent Chase leadership experience Strong desire and ability to influence, educate, and connect.... In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008...
Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect... Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS...
, and procedures, ensuring every client interaction is seamless and satisfying. Job Responsibilities: Connect with clients through... sources. Keep up-to-date with the mortgage industry, business, and economic trends to better understand the local market...