A wealth management firm in Fort Lauderdale is seeking a Chief Growth Officer (CGO) to accelerate growth and enhance client experience. The CGO will lead sales, develop market strategies, and manage business development initiatives. Candidates should possess a Bachelor's degree, an MBA preferred, and over 10 years of leadership experience in financial services. The firm values collaboration and accountability and offers a hybrid work environment to foster team success.
#J-18808-Ljbffr
$27k-42k yearly est. 1d ago
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Hardening & CSPM Security Lead
Banco Santander Sa 4.4
Boston, MA jobs
A global financial services leader is seeking a Hardening Compliance Lead to join their Infrastructure Security function. This role will oversee compliance with IT and cloud security configurations while leading teams to ensure best practices are followed. The ideal candidate has significant experience in systems administration and cloud security posture management, with a focus on compliance excellence.
#J-18808-Ljbffr
$53k-86k yearly est. 2d ago
Specialty Wealth Asset Administration Officer II
City National Bank 4.9
Wilmington, DE jobs
WHAT IS THE OPPORTUNITY? This is an advanced level Specialty Wealth Assets Officer position, responsible for supporting the asset management and administration of Trust Real Estate, Closely Held Businesses, and Mineral/Oil/Gas interests held in fiduciary accounts. Under general guidance from the SWA team, this position facilitates the addition and removal of assets from accounts, processing of income and asset-related expenses, assistance with the collection of information/documents related to general request or regulatory requirements, updating of inter-department tracking reports, as well as general support of the asset management team. This position is also responsible to assist on more complex accounts, tasks and projects related to the administration of the SWA team and its operations. Develop and maintain relationships with colleagues and clients (as necessary) to help execute day to day administrative functions. Maintain up-to-date knowledge of account activity by reviewing various reports.
WHAT WILL YOU DO?
* Process administrative tasks related to Specialty Wealth Assets, including the processing of income/expenses, property taxes, insurance matters, etc., in accordance with account agreements and established procedures.
* Prepare and submit documents related to account openings and closings.
* Provide customer service to trust clients, businesses and professionals, as well as, administrative support to SWA officers and management.
* Initiate annual administrative review of accounts. Review files for completed forms, codes, review income/expenses and transactions and for accuracy.
* Prepare and maintain accurate account and departmental documentation, files, and records.
* Provide client service by responding and researching client and colleague inquires by phone, email, and written communications.
* Assist with complicated accounts, processes, projects, and tasks, as assigned.
* Maintain various tracking spreadsheets and logs for the group.
* Attend both internal and external calls, events, and meetings with clients, COI's, and vendors (as required).
* Maintain proficient knowledge of and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion.
* Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications.
* Perform other related duties as assigned or directed.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* H.S. Diploma
* Minimum 8 years of administrative/clerical experience And
* Minimum 5 years of experience in a real estate industry Or
* Minimum 5 years of experience in Personal Trust administration
*Additional Qualifications*
* Strong written and verbal communication skills
* Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions
* Ability to set priorities, and objectives
* Demonstrate working knowledge of trust administration
* Demonstrate excellent working knowledge or real estate, closely held entities, and/or mineral/oil/gas interests
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$65.3k-104.3k yearly 2d ago
Trust Administration Officer II
City National Bank 4.9
Wilmington, DE jobs
WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts such as testamentary/intervivos trusts, foundations and agency accounts in accordance with terms specified in the trust instrument. Under general guidance from the trust team, opens and maintains estates, trusts, agency accounts and guardianships. Become familiar with the governing document to interpret terms, responsibilities and duties of the Bank. Receive guidance in understanding provisions of the documents and strategies associated with the assigned accounts. Develop and maintain relationships with clients to help execute day to day administrative functions. Maintain up-to-date knowledge of account activity by reviewing various reports. Seek guidance on tax and administration issues.
WHAT WILL YOU DO?
* For Trusts where CNB is trustee, reviews and revises paperwork from sales team (e.g., agreements, fee schedules, transfer proxies, receipt of assets, ensure accurate cost basis and tax acquisition dates, obtain any missing information and signatures, etc.). Make corrections and additions to ensure accuracy.
* Prepare new account paperwork, as required.
* Analyze anticipated income to insure sufficient cash is maintained to meet beneficiary distributions, banks fees, trust bills, etc.
* Obtain missing documents from clients.
* For Trust accounts, initiate annual administrative review of accounts. Review files for completed forms, codes, review payments and transactions and for accuracy. Review forms to ensure they are consistent with the Trust Document.
* Produce and review various tax reports for clients and intermediaries. Research tax deficiency notices. Pay estimated taxes and allocates tax payments between principal and income, file returns, and maintains tax calendars. Communicate with Tax Vendor and external intermediaries.
* Gather data for account reconciliation, ensuring distribution requirements are met for charitable trusts, computes distribution amounts for uni-trust accounts and reviews fee agreements between the bank, clients, and Co-Fiduciaries.
* Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval.
* Coordinate set up, tracking, and monitoring of personal property inventory; real estate, mineral, oil and gas, intellectual properties, and special financial assets. (i.e., notes, loans, partnerships, etc.)
* Provide client service by responding and researching client and colleague inquires by phone, email, and written communications.
* Respond to advisors and intermediaries regarding the administration and maintenance of accounts.
* Fields phone calls from clients and intermediaries.
* Review documents and responses to compliance department, audit and OCC inquiries after research is performed by TA.
* Gather information from clients for projects.
* Prepare draft correspondence letters and memos.
* Maintain new account logs.
* Follow appropriate Regulation 9 process.
* Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* 3+ years of experience in financial services required
* 3 + years of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required
*Additional Qualifications*
* 3+ years of experience in trust administration preferred
* Strong written and verbal communications skills
* Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions
* Ability to set priorities, and objectives
* Trust Certificate and/or CTFA a plus
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $ 58,766.40 - $ 93,873.60 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$58.8k-93.9k yearly 3d ago
Trust Administration Officer II
City National Bank 4.9
New York, NY jobs
WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts such as testamentary/intervivos trusts, foundations and agency accounts in accordance with terms specified in the trust instrument. Under general guidance from the trust team, opens and maintains estates, trusts, agency accounts and guardianships. Become familiar with the governing document to interpret terms, responsibilities and duties of the Bank. Receive guidance in understanding provisions of the documents and strategies associated with the assigned accounts. Develop and maintain relationships with clients to help execute day to day administrative functions. Maintain up-to-date knowledge of account activity by reviewing various reports. Seek guidance on tax and administration issues.
WHAT WILL YOU DO?
* For Trusts where CNB is trustee, reviews and revises paperwork from sales team (e.g., agreements, fee schedules, transfer proxies, receipt of assets, ensure accurate cost basis and tax acquisition dates, obtain any missing information and signatures, etc.). Make corrections and additions to ensure accuracy.
* Prepare new account paperwork, as required.
* Analyze anticipated income to insure sufficient cash is maintained to meet beneficiary distributions, banks fees, trust bills, etc.
* Obtain missing documents from clients.
* For Trust accounts, initiate annual administrative review of accounts. Review files for completed forms, codes, review payments and transactions and for accuracy. Review forms to ensure they are consistent with the Trust Document.
* Produce and review various tax reports for clients and intermediaries. Research tax deficiency notices. Pay estimated taxes and allocates tax payments between principal and income, file returns, and maintains tax calendars. Communicate with Tax Vendor and external intermediaries.
* Gather data for account reconciliation, ensuring distribution requirements are met for charitable trusts, computes distribution amounts for uni-trust accounts and reviews fee agreements between the bank, clients, and Co-Fiduciaries.
* Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval.
* Coordinate set up, tracking, and monitoring of personal property inventory; real estate, mineral, oil and gas, intellectual properties, and special financial assets. (i.e., notes, loans, partnerships, etc.)
* Provide client service by responding and researching client and colleague inquires by phone, email, and written communications.
* Respond to advisors and intermediaries regarding the administration and maintenance of accounts.
* Fields phone calls from clients and intermediaries.
* Review documents and responses to compliance department, audit and OCC inquiries after research is performed by TA.
* Gather information from clients for projects.
* Prepare draft correspondence letters and memos.
* Maintain new account logs.
* Follow appropriate Regulation 9 process.
* Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* 3+ years of experience in financial services required
* 3 + years of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required
*Additional Qualifications*
* 3+ years of experience in trust administration preferred
* Strong written and verbal communications skills
* Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions
* Ability to set priorities, and objectives
* Trust Certificate and/or CTFA a plus
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $71,825 - $114,734 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-DN1
\#CA-DN1
$71.8k-114.7k yearly 60d+ ago
Specialty Wealth Asset Administration Officer II
City National Bank 4.9
Los Angeles, CA jobs
WHAT IS THE OPPORTUNITY? This is an advanced level Specialty Wealth Assets Officer position, responsible for supporting the asset management and administration of Trust Real Estate, Closely Held Businesses, and Mineral/Oil/Gas interests held in fiduciary accounts. Under general guidance from the SWA team, this position facilitates the addition and removal of assets from accounts, processing of income and asset-related expenses, assistance with the collection of information/documents related to general request or regulatory requirements, updating of inter-department tracking reports, as well as general support of the asset management team. This position is also responsible to assist on more complex accounts, tasks and projects related to the administration of the SWA team and its operations. Develop and maintain relationships with colleagues and clients (as necessary) to help execute day to day administrative functions. Maintain up-to-date knowledge of account activity by reviewing various reports.
WHAT WILL YOU DO?
* Process administrative tasks related to Specialty Wealth Assets, including the processing of income/expenses, property taxes, insurance matters, etc., in accordance with account agreements and established procedures.
* Prepare and submit documents related to account openings and closings.
* Provide customer service to trust clients, businesses and professionals, as well as, administrative support to SWA officers and management.
* Initiate annual administrative review of accounts. Review files for completed forms, codes, review income/expenses and transactions and for accuracy.
* Prepare and maintain accurate account and departmental documentation, files, and records.
* Provide client service by responding and researching client and colleague inquires by phone, email, and written communications.
* Assist with complicated accounts, processes, projects, and tasks, as assigned.
* Maintain various tracking spreadsheets and logs for the group.
* Attend both internal and external calls, events, and meetings with clients, COI's, and vendors (as required).
* Maintain proficient knowledge of and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion.
* Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications.
* Perform other related duties as assigned or directed.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* H.S. Diploma
* Minimum 8 years of administrative/clerical experience And
* Minimum 5 years of experience in a real estate industry Or
* Minimum 5 years of experience in Personal Trust administration
*Additional Qualifications*
* Strong written and verbal communication skills
* Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions
* Ability to set priorities, and objectives
* Demonstrate working knowledge of trust administration
* Demonstrate excellent working knowledge or real estate, closely held entities, and/or mineral/oil/gas interests
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$65.3k-104.3k yearly 2d ago
Trust Administration Officer I
City National Bank 4.9
Los Angeles, CA jobs
WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts such as testamentary/intervivos trusts, foundations and agency accounts in accordance with terms specified in the trust instrument. Under general guidance from the trust team, opens and maintains estates, trusts, agency accounts and guardianships. Become familiar with the governing document to interpret terms, responsibilities and duties of the Bank. Receive guidance in understanding provisions of the documents and strategies associated with the assigned accounts. Develop and maintain relationships with clients to help execute day to day administrative functions. Maintain up-to-date knowledge of account activity by reviewing various reports. Seek guidance on tax and administration issues.
WHAT WILL YOU DO?
* For Trusts where CNB is trustee, reviews and revises paperwork from sales team (e.g., agreements, fee schedules, transfer proxies, receipt of assets, ensure accurate cost basis and tax acquisition dates, obtain any missing information and signatures, etc.). Make corrections and additions to ensure accuracy.
* Prepare new account paperwork, as required.
* Analyze anticipated income to insure sufficient cash is maintained to meet beneficiary distributions, banks fees, trust bills, etc.
* Obtain missing documents from clients.
* For Trust accounts, initiate annual administrative review of accounts. Review files for completed forms, codes, review payments and transactions and for accuracy. Review forms to ensure they are consistent with the Trust Document.
* Produce and review various tax reports for clients and intermediaries. Research tax deficiency notices. Pay estimated taxes and allocates tax payments between principal and income, file returns, and maintains tax calendars. Communicate with Tax Vendor and external intermediaries.
* Gather data for account reconciliation, ensuring distribution requirements are met for charitable trusts, computes distribution amounts for uni-trust accounts and reviews fee agreements between the bank, clients, and Co-Fiduciaries.
* Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval.
* Coordinate set up, tracking, and monitoring of personal property inventory; real estate, mineral, oil and gas, intellectual properties, and special financial assets. (i.e., notes, loans, partnerships, etc.)
* Provide client service by responding and researching client and colleague inquires by phone, email, and written communications.
* Respond to advisors and intermediaries regarding the administration and maintenance of accounts.
* Fields phone calls from clients and intermediaries.
* Review documents and responses to compliance department, audit and OCC inquiries after research is performed by TA.
* Gather information from clients for projects.
* Prepare draft correspondence letters and memos.
* Maintain new account logs.
* Follow appropriate Regulation 9 process.
* Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 3 years of experience in Personal Trust required
* Minimum 3 years of experience in a financial services organization required
* Minimum 3 years of administrative/clerical experience required
*Additional Qualifications*
* J.D. Degree a plus.
* Up to three years' experience in trust administration preferred.
* Strong written and verbal communications skills.
* Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions.
* Ability to set priorities, and objectives.
* Demonstrate excellent working knowledge of trust administration.
* Colleague is ideally working towards Trust Certificate and/or CTFA
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $53,955 - $86,177 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-DN1
\#CA-DN1
$54k-86.2k yearly 2d ago
Jr. Loan Officer
Crosscountry Mortgage 4.1
Remote
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
Position Overview:
The Jr. Loan Officer is responsible for converting inbound premium leads into loans by promoting CrossCountry Mortgage's competitive mortgage products, services, and programs. This position consults with customers about their current and future needs to help achieve financing needs, collects and reviews all needed supporting loan documentation, and maintains minimum standards for production and quality.
Job Responsibilities:
Establish a presence for CCM, including but not limited to, converting incoming leads.
Analyze current rates and programs to provide accurate and timely information to borrowers.
Negotiate terms and conditions with borrowers.
Participate in all steps related to the origination of a mortgage loan including but not limited to, meeting with prospects, counseling borrowers, taking mortgage applications by phone.
Manage personal pipeline to ensure service standards and financial goals are met.
Learn various borrowing programs and processes and stay current with changes and new products.
Learn and utilize various in-house technical systems and programs.
Evaluate credit requests and determine trends in a given marketplace.
Comply with all applicable federal and state compliance guidelines relative to the position.
Qualifications and Skills:
Minimum of 2 years of sales experience or origination experience in a consumer direct or call center environment.
Experience collecting and analyzing borrower income and negotiating skills.
Experience proactively soliciting new business.
Knowledge of retail product philosophy, policy, underwriting, procedures, documentation and systems.
Experience converting leads and in-bound calls, preferred.
NMLS License under the terms of the S.A.F.E. Act of 2008 (“SAFE Act”) *.
State License under the terms of the SAFE Act*.
Excellent analytical skills.
Excellent communication and collaboration skills.
Proficiency in standardized software applications, including Microsoft Office Suite (i.e. Word, Excel, PowerPoint and Outlook)
This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
Pay Range:
This position is compensated through commission earnings.
The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position.
CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: **********************************
California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
$40k-56k yearly est. Auto-Apply 32d ago
Delaware Trust Administrative Officer II
Bank of America 4.7
Wilmington, DE jobs
Wilmington, Delaware **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************
**Job Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Delaware Trust Administrative Officer II, Wilmington** -
The Delaware Trust Administrative Officer II teams with the Delaware Trust Officers, who manage a book of fiduciary/trust relationships, to meet client needs and expectations. Serves as an additional point of contact to clients and/or as a backup for the Delaware Trust Officers. Performs servicing and account maintenance activities, which are primarily trust/fiduciary-related that include PACE/Trust Web accounting transactions, deposits/transfers, etc. Performs administrative duties such as typing, filing, copying, etc. Non-licensed associate.
The Delaware Trust Administrative Officer II acts as an administrative support resource and may also serve as a point of contact within the client relationship team for clients and/or as a backup for client-facing Trust Officers and other experienced Trust Administrative Officers.
+ Provides critical and core administrative client service and support (e.g., assistance with all aspects of account administration, funds transfers, tax requests, accounting system coding, letter generation, account open and close, phone coverage etc.,) to Trust Officers and Trust Administrative Officer IIs.
+ Over time the position can also include secondary responsibility for document review and interpretation, discretionary actions within Trust engagements, client retention, etc.
**Qualifications** **:**
+ Candidates must have the ability to perform at a high level in a fast-paced team environment and ensure adherence to all internal policies and compliance to legal and regulatory requirements.
+ BS/BA degree preferred or equivalent experience required
+ Paralegal studies with relevant legal and/or trust administrative experience preferred
+ Financial Institution experience focusing on high-net-worth client service a plus
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
For internal employees: participation in a work from home posture does not make you eligible to post.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$73k-102k yearly est. 3d ago
Delaware Trust Administrative Officer II
Bank of America 4.7
Wilmington, DE jobs
Wilmington, Delaware **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************
**Job Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Delaware Trust Administrative Officer II, Wilmington** -
The Delaware Trust Administrative Officer II teams with the Delaware Trust Officers, who manage a book of fiduciary/trust relationships, to meet client needs and expectations. Serves as an additional point of contact to clients and/or as a backup for the Delaware Trust Officers. Performs servicing and account maintenance activities, which are primarily trust/fiduciary-related that include PACE/Trust Web accounting transactions, deposits/transfers, etc. Performs administrative duties such as typing, filing, copying, etc. Non-licensed associate.
**Responsibilities** -
The Delaware Trust Administrative Officer II is an administrative support resource and may also serve as a point of contact within the client relationship team for clients and/or as a backup for client-facing Trust Officers and other experienced Trust Administrative Officers.
+ Provides critical and core administrative client service and support (e.g., assistance with all aspects of account administration, funds transfers, tax requests, accounting system coding, letter generation, account open and close, phone coverage etc.,) to Trust Officers and Trust Administrative Officer IIs.
+ Over time the position can also include secondary responsibility for document review and interpretation, discretionary actions within Trust engagements, client retention, etc.
**Qualifications** **:**
+ Candidates must have the ability to perform at a high level in a fast-paced team environment and ensure adherence to all internal policies and compliance to legal and regulatory requirements.
+ BS/BA degree preferred or equivalent experience required
+ Paralegal studies with relevant legal and/or trust administrative experience preferred
+ Financial Institution experience focusing on high-net-worth client service a plus
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
For internal employees: participation in a work from home posture does not make you eligible to post.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$73k-102k yearly est. 3d ago
Delaware Trust Administrative Officer II
Bank of America Corporation 4.7
Wilmington, DE jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Delaware Trust Administrative Officer II, Wilmington -
The Delaware Trust Administrative Officer II teams with the Delaware Trust Officers, who manage a book of fiduciary/trust relationships, to meet client needs and expectations. Serves as an additional point of contact to clients and/or as a backup for the Delaware Trust Officers. Performs servicing and account maintenance activities, which are primarily trust/fiduciary-related that include PACE/Trust Web accounting transactions, deposits/transfers, etc. Performs administrative duties such as typing, filing, copying, etc. Non-licensed associate.
Responsibilities -
The Delaware Trust Administrative Officer II is an administrative support resource and may also serve as a point of contact within the client relationship team for clients and/or as a backup for client-facing Trust Officers and other experienced Trust Administrative Officers.
* Provides critical and core administrative client service and support (e.g., assistance with all aspects of account administration, funds transfers, tax requests, accounting system coding, letter generation, account open and close, phone coverage etc.,) to Trust Officers and Trust Administrative Officer IIs.
* Over time the position can also include secondary responsibility for document review and interpretation, discretionary actions within Trust engagements, client retention, etc.
Qualifications:
* Candidates must have the ability to perform at a high level in a fast-paced team environment and ensure adherence to all internal policies and compliance to legal and regulatory requirements.
* BS/BA degree preferred or equivalent experience required
* Paralegal studies with relevant legal and/or trust administrative experience preferred
* Financial Institution experience focusing on high-net-worth client service a plus
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
For internal employees: participation in a work from home posture does not make you eligible to post.
Shift:
1st shift (United States of America)
Hours Per Week:
40
We improve lives The IDB Group is a community of diverse, versatile, and passionate people who come together on a journey to improve lives in Latin America and the Caribbean. Our people find purpose and do what they love in an inclusive, collaborative, agile, and rewarding environment.
IDB Invest, a member of the IDB Group, is a multilateral organization based in Washington, D.C., committed to advancing development in Latin America and the Caribbean through the private sector.
About this position
We are seeking an energetic, detail-oriented professional to join the Administration & SLA Management team. Under the Lead Officer's guidance, you will support the seamless execution and monitoring of day-to-day administration services as defined by our SLAs, ensuring efficient processes and timely, high-quality delivery. This role provides essential coordination, analysis, and execution capacity to maintain smooth corporate and administrative operations while the team advances key strategic priorities.
The position requires sound judgment, autonomy, and operational sophistication to manage daily service delivery, strengthen processes, and support high-quality administrative services across the organization.
You will work in the Controllership Division (CTR), part of the Finance and Administration Department. CTR oversees accounting and financial reporting, financial planning and budget, valuations, and administration and SLA management. It develops and implements high-quality controllership standards and sound policies that ensure IDB Invest's financial integrity, discipline, and long-term sustainability. CTR is also responsible for strengthening the governance, responsiveness, and accountability of the SLA framework and fostering coordination & synergies between IDB Invest and the IDB.
What you'll do
* Manage the day-to-day coordination and execution of SLA-defined corporate and administration functions (procurement, facilities management, corporate services) in close collaboration with IDB service counterparts, ensuring compliance, service quality, and timely delivery.
* Monitor SLA performance, including KPIs, costs, service quality, service backlogs, and adherence to standards; identify risks or deviations, resolve routine disputes, manage escalations, and coordinate corrective actions.
* Analyze data, conduct benchmarking, and prepare information to support decision-making and improvements to SLA management and administration processes.
* Support the design, enhancement, and documentation of the SLA governance framework, including manuals, SOPs, workflows, and service management guidelines.
* Contribute to the assessment, redesign, and continuous improvement of SLA-related processes or corporate processes, ensuring efficiency, transparency, consistency, and strong coordination with IDB Invest and IDB teams.
* Oversee and track capital facilities projects, capital spending, and budget execution across headquarters and Country Offices; coordinate with key stakeholders to ensure accurate planning, timely implementation, and effective management of facilities-related priorities.
* Lead projects or defined workstreams aimed at enhancing SLA management systems or operational effectiveness.
* Communicate complex or sensitive issues clearly and constructively to help build consensus across stakeholders.
What you'll need
* Education: Master's degree in business administration, finance, systems information, project management, or a related field required.
* Experience: At least 4 years of relevant professional experience in project management, corporate support services, or similar roles within financial, multilateral, or international organizations. Proficiency with project management tools, data analysis software, and MS Office; strong organizational and analytical skills.
* Languages: Proficiency in Spanish and English, spoken and written, is required. Additional knowledge of French and Portuguese is preferable.
Requirements
* Citizenship: No requirements
* Consanguinity: You have no family members (up to the fourth degree of consanguinity and second degree of affinity, including spouse) working at the IDB, IDB Invest, or IDB Lab.
Type of contract and duration
* International staff contract, 36 months initially, renewable upon mutual agreement.
What we offer
The IDB Group provides benefits that respond to the different needs and moments of an employee's life. These benefits include:
* A competitive compensation package,
* Leaves and vacations: 24 days of paid time off + 8 personal days + sick leave + gender-neutral parental leave.
* Health Insurance: IDB Group provides employees and eligible dependents with a robust medical benefits program that covers medical, dental, vision, preventive care, and prescription drugs.
* Pension plan: defined benefit pension plan that provides financial security and support employees in planning for their future.
* Hybrid and flexible work schedules.
* Health and well-being: Access to our Health Services Center that provides preventive care and health education for employees.
* Development support: We offer tools to boost your professional profile, such as mentoring, 1:1 professional counseling, training and learning opportunities, language classes, mobility options, among others.
Our culture
At the IDB Group, we work so everyone brings their best and authentic selves to work while finding their purpose. Our people consistently strive for excellence, and we recognize and celebrate the impact of their contributions.
In our efforts to drive innovation, we intentionally include all voices, cultivate a sense of belonging and champion fairness. We welcome individuals from underrepresented groups to join us and share their unique perspectives.
We ensure that individuals with disabilities are provided reasonable accommodations to participate in the job interview process. If you require an accommodation to complete this application, please email us at accommodations@iadb.org.
Our Human Resources Team reviews carefully every application.
#IDBInvest
$58k-83k yearly est. 23d ago
Admin Officer
Cordant Group 3.3
Hillsborough, CA jobs
Admin Officer- * Hillsborough, County Down * Up to £13.75 per hour * Posted December 16, 2025 Admin Officer - Sustainable Livestock Systems Rate of Pay: £13.75 per hour Hours: Monday to Friday, 37 hours per week We are seeking a proactive and detail-oriented Admin Officer. This temporary, ongoing role focuses on ensuring compliance, accuracy, and efficiency across a range of administrative and regulatory tasks.
Key Responsibilities:
* Manage procurement processes and maintain expenditure records
* Liaise with suppliers and finance teams, and support year-end financial procedures.
* Process industrial staff timesheets, maintain absence records, and coordinate with managers.
* Generate monthly and quarterly rent invoices and respond to related queries.
* Manage central email inboxes, respond to finance and management queries, and ensure timely communication.
* Handle incoming calls and direct or resolve queries from internal and external contacts.
* Provide front desk support, assist visitors and contractors, issue passes, and coordinate with the Premises Officer including coordination of business meetings.
* Record daily meteorological data and produce monthly reports for staff.
* Provide support to management where required, including minute taking and maintaining action logs.
* Carry out general administrative duties and any other tasks as required by management.
Essential Criteria:
* 5 GCSEs including Science, Maths, and English Language (Grades A*-C or equivalent)
* Minimum of 6 months relevant experience in an administrative role
Desirable:
* Knowledge or experience in agriculture or agri-business operations
$62k-98k yearly est. 8d ago
Junior Loan Officer
Financial Freedom Mortgage 4.6
Evesham, NJ jobs
Financial Freedom Mortgage based in Marlton, NJ is looking for qualified Junior Loan Officers. Within this role, you will be our customer's first contact so you must make a great initial impression. You will explain our process to potential borrowers and how they may qualify to work with us. When they are ready, you will take down their information, answer any questions they may have, and deliver excellent customer service. Once the potential borrower's information has been taken and put into an application, a licensed Loan Officer will take over the call to close the deal.
Duties:
- Make 200-300 outbound calls per day
-Deliver prepared questions, reading from scripts that describe our financial services
-Overcome any objections from homeowners to obtain any necessary information for loan application
-Input customer details on paper application, internal computer system, and automated phone system
-Verify customer information is correct on all forms
-Contribute to team effort by accomplishing daily and weekly performance objectives
Qualifications
-Positive attitude and lots of energy
-Experience in sales or call center environment preferred, such as previous financial services or banking
-Highly effective communication skills
-Ability to handle rejection and turn "No" into "Yes"
-Strong work ethic with desire to overachieve
Additional Information
All your information will be kept confidential according to EEO guidelines.
$30k-47k yearly est. 60d+ ago
CRA Administration Officer
Cathay General Bancorp 4.4
El Monte, CA jobs
Responsible for the creation of in-depth analyses of bank CRA performance, including recommendations on how to improve performance - lending, investments, and services. Acts as a backup for other department positions when others are out of the office. Represents the Bank at various community events and fundraisers, acts as a champion for the CRA team at internal meetings and/or events. Assist with participating in CRA service activities and other assignments that contribute to the implementation and maintenance of an effective CRA Compliance Program for the Bank.
ESSENTIAL FUNCTIONS
Acts as a backup for other department positions when others are out of the office (Analysts and Assistant Manager) when needed.
Perform secondary reviews and ensure accuracy of CRA data as necessary for the three CRA performance tests.
Ensure that all department policies and procedures are updated in a timely manner.
Represent the Bank and CRA team at various community events and bank sponsored events.
Along with the SVP, Director of Community Development, be actively involved in the annual Risk Control Self-Assessment.
Monitor reports and prepare quarterly performance analysis, annual self-assessment, strategic plan, and annual loan goals. This documentation will be presented by the SVP, Director of Community Development at the Risk & Compliance Committee, Enterprise Risk Management and Internal Control Committee meetings.
Coordinate the preparation and distribution of meeting materials for the Community Advisory Committee meetings. Prepare and distribute meeting minutes for these meetings as well as be a regular attendee at these meetings.
Take a very active role in the implementation of various special projects that will positively impact the CRA program, such as the Dodd Frank Section 1071, and changes to CRA regulations.
Perform other special projects, as assigned by the SVP, Director of Community Development to include but not limited to the declined small business loan referral program and Supplier Diversity.
Maintain current information for the Intranet, Public File, Bulletin, forms and charts.
Assist with CRA activity performance tracking in other areas as needed.
Complete assigned training courses in a timely manner.
QUALIFICATIONS
Education: Bachelor's degree is preferable in Business, Accounting, or Finance.
Experience: Minimum of three years of banking experience. Some working knowledge of accounting or loan underwriting. CRA knowledge is a plus. Knowledge of CRA software and SharePoint preferred.
Skills/Ability: Strong computer skills; proficient with Microsoft Office products. Takes initiative, works independently with minimal supervision, and consistently meets deliverable dates. Professional, able to effectively interact with all levels of the Bank as well as with external partners. Good organization and analytical skills. Excellent verbal and written communication skills. Highly organized, results-oriented with strong attention to detail and good follow-through skills. Enthusiastic and self-motivated. Willingness to work overtime occasionally to accomplish and meet deadlines, and to attend CRA activities. Ability to work offsite to perform service hours and attend CRA activities.
OTHER DETAILS
$33.65 - $48.08 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.
$33.7-48.1 hourly 20h ago
Bilingual Licensed Junior Loan Officer
Crosscountry Mortgage 4.1
Denver, CO jobs
Job Description
We are seeking a customer-focused Bilingual Licensed Junior Loan Officer to join a top-producing team! This individual will support the team in delivering exceptional service to clients throughout the loan process, from prequalification to closing. The ideal candidate will have expertise in working with borrowers, including running credit, assessing income, and utilizing LP and DU systems. If you are looking to join a team that brings leads to you, this is a great opportunity!
Compensation:
$70,000 - $100,000 DOE
Responsibilities:
Take applications, gather necessary documentation, structure loans, and prepare files for review by the Loan Officer within 48 hours of receiving the file
Ensure that files are ready for accurate disclosure and submission to processing with all initial documents once the loan is under contract
Exceptional organization and customer service skills
Ability to build trust and rapport with internal and external customers
Expert-level familiarity with all loan programs and guidelines
Maintain constant communication with borrowers, real estate agents, and clients throughout the loan process
Ability to manage a pipeline of 20-30 loan applications a month
Qualifications:
Minimum of 5 years of experience in the mortgage industry
Bilingual required
NMLS license required
The ability to support a top producer and manage a high volume of leads and files is essential
Excellent organizational skills, adept at multitasking, and capable of prioritizing tasks effectively
Strong preference for experience with Encompass software
Proficient in running LP and DU, with the ability to pre-qualify clients and organize loan files
Positive attitude, team player, and dedicated to providing exceptional customer service
Motivated and able to thrive in a fast-paced environment, displaying grit and determination
In-depth knowledge of various loan programs and a strong understanding of guidelines
Skilled in creatively structuring loan scenarios based on clients' best interests
About Company
CrossCountry Mortgage is more than a mortgage! When we started in 2003, our President and CEO, Ronald J. Leonhardt, Jr., had the vision to become a nationwide full-service lender that could provide more to customers, meeting their needs, being there every step of the way, and making homeownership dreams possible and affordable. We're continuing to expand our nationwide footprint, and we're not stopping any time soon!
Come join a smart company that will help you grow both personally and professionally. With the best leadership team in the industry and competitive pay/benefits, CrossCountry offers the full package.
$70k-100k yearly 31d ago
Junior Loan Officer
Crosscountry Mortgage 4.1
San Diego, CA jobs
Job Description
As a Junior Loan Officer within our team, you won't merely be assisting other loan officers; you'll be equipped with the tools and guidance to chart your own course to success as a Loan Officer. This isn't just a job opportunity; it's a gateway to significant growth and a route to triumph. Collaborate with seasoned professionals, absorbing their expertise and effective strategies, even in a challenging market.
But here's the key: we're not just aiming for you to learn; we want you to thrive. We're seeking someone with a spark, ready to pursue their career goals while contributing to a shared mission. It's all about synergy - your growth propels ours. If you're eager to establish and grow your career within the first 12 months and are driven to leave your mark, you're the talent we're looking for. Connect with our systems, marketing, and product offerings, meticulously crafted for swift growth and efficiency. Let's elevate your potential into tangible successes.
Reports to: Branch Manager
Employment Status: Full-time
Job Summary:
Entry Level Position!
Sense of Urgency (being proactive vs. reactive)
High-Level Communication Skills
Team Player and coachable individual
Organized and Task-oriented
Speaks with Clients, building rapport
Collects and reviews Documents for their Home Loan
Review the loan Application for the application
Submitting for Pre-Approval and collecting all Pre-Approval Critical Conditions
Manages Accurate Data within CRM
Works with Loan Officers, Realtors, and Clients to ensure a smooth Loan Process from the Start
Compensation:
$59,000 - $70,000 yearly
Responsibilities:
Non-Essential Job Functions:
Participates in and leads proactive team efforts to achieve departmental and company goals.
Adopts CrossCountry values in personal work behaviors, decision-making, contributions, and interpersonal interactions.
Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance and value "can-do" people, accountability, diversity and inclusion, flexibility, continuous improvement, collaboration, creativity, and fun.
Performs other duties as assigned. This job is creative, fast, fun, and can serve many different Departments!
Qualifications:
Required Knowledge and Skills:
Microsoft Word, Excel, and PowerPoint Knowledge.
Willingness to gain NMLS License.
Organization Skills.
About Company
At CrossCountry Mortgage, you are joining a community of high performers who support each other, grow together, and win together. We value individuals who are hungry to grow, humble in their approach, and smart in how they work. We believe in teamwork, high standards, and a positive culture that still knows how to have fun.
If you are an experienced processor looking for a high-performing, collaborative, and growth-focused team, we would love to connect.
$59k-70k yearly 29d ago
Bilingual Licensed Junior Loan Officer
Crosscountry Mortgage 4.1
Denver, CO jobs
We are seeking a customer-focused Bilingual Licensed Junior Loan Officer to join a top-producing team! This individual will support the team in delivering exceptional service to clients throughout the loan process, from prequalification to closing. The ideal candidate will have expertise in working with borrowers, including running credit, assessing income, and utilizing LP and DU systems. If you are looking to join a team that brings leads to you, this is a great opportunity!
Take applications, gather necessary documentation, structure loans, and prepare files for review by the Loan Officer within 48 hours of receiving the file
Ensure that files are ready for accurate disclosure and submission to processing with all initial documents once the loan is under contract
Exceptional organization and customer service skills
Ability to build trust and rapport with internal and external customers
Expert-level familiarity with all loan programs and guidelines
Maintain constant communication with borrowers, real estate agents, and clients throughout the loan process
Ability to manage a pipeline of 20-30 loan applications a month
Minimum of 5 years of experience in the mortgage industry
Bilingual required
NMLS license required
The ability to support a top producer and manage a high volume of leads and files is essential
Excellent organizational skills, adept at multitasking, and capable of prioritizing tasks effectively
Strong preference for experience with Encompass software
Proficient in running LP and DU, with the ability to pre-qualify clients and organize loan files
Positive attitude, team player, and dedicated to providing exceptional customer service
Motivated and able to thrive in a fast-paced environment, displaying grit and determination
In-depth knowledge of various loan programs and a strong understanding of guidelines
Skilled in creatively structuring loan scenarios based on clients' best interests
$40k-53k yearly est. 59d ago
Jr. Loan Officer
Crosscountry Mortgage 4.1
Hoboken, NJ jobs
Job DescriptionOur lending team is experiencing tremendous growth and we are looking for a results-oriented junior loan officer who can generate new business and referrals and assist our senior loan officers in creating and closing loan packages. Lending or mortgage industry experience is not required but is a tremendous asset. If you are tenacious, driven, and love a fast-paced career that allows your communication and interpersonal skills to truly shine, please start your application today!Compensation:
$50,000 - $70,000 yearly
Responsibilities:
Communicate with the senior mortgage loan officer/ MLO to make a recommendation of which mortgage loan products are best suited depending on applicant's financial status
Meet sales expectations, generate new business, get referrals, and monitor sales pipeline
Gather financial information to assist with loan applications, prepare loan files, and assess applicants' financial situation and eligibility
Interface between loan processor, senior loan officer/ mortgage loan originator, underwriter, mortgage lender or mortgage banker, and realtors on behalf of the applicant as needed to ensure a successful loan transaction
Create personal relationships with loan applicants - offer additional information and answer questions about home mortgage products
Qualifications:
High school diploma or equivalent required; Bachelor's degree is desired
Knowledge of guidelines for loan programs and various types of loans such as FHA, commercial loans, VA, etc is an asset, but not required
Possess the intention to complete a training program to obtain NMLS/ MLO/ state license
Experience in real estate, lending institutions, credit unions, financial services, or related fields is desired, but not required
Superb relationship, sales, communication, and MS Office skills are needed
About Company
CrossCountry Mortgage (CCM) is the #1 retail mortgage lender. We have been recognized nine times on Inc. 5000's Fastest-Growing Private Companies list and have received countless awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture, driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our enterprising spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, and vision, as well as a 401(k) with an employer match. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
$50k-70k yearly 12d ago
Entry Level - Junior Loan Officer
Loan Simple 3.7
Chandler, AZ jobs
Job description:
Launch Your Career in Mortgage Finance with Loan Simple's P.A.T.H. Program
Are you ambitious, motivated, and hungry for a career that rewards hustle with six-figure potential?
Do you want to help everyday people achieve the American dream of homeownership - while creating your own path to financial freedom and personal growth?
If that sounds like you, your future starts here.
Welcome to the P.A.T.H. - Your Professional Advancement Training & Honors Program
At Loan Simple, we don't just offer jobs - we build careers. Our Junior Loan Officer P.A.T.H. program is a fully paid, hands-on apprenticeship designed to turn high-potential individuals into licensed Loan Officers ready to thrive in one of the most rewarding industries in the country.
In just 3-4 months, you'll go from apprentice to licensed professional, supported every step of the way with world-class training, real-world experience, and personalized coaching.
What You'll Do:
Field sales calls and help future homeowners take their first step
Learn the ins and outs of mortgage finance while earning a paycheck
Build rapport, ask the right questions, and deliver trusted service
Train for your license - we pay for your course and fees
Earn promotions and income increases at each milestone
Graduate to a full Loan Officer role - with uncapped earning potential
What is a Loan Officer?
A Loan Officer is a licensed financial expert who helps people secure the ideal home financing based on their needs. You'll learn how to:
Understand credit and loan programs
Navigate federal and state lending guidelines
Offer real solutions that build real wealth for your clients
Why Join Loan Simple?
Founded in 1997, Loan Simple is a national, forward-thinking mortgage lender built to grow - and help you grow with us. We combine the energy of a high-performance sales culture with deep expertise, exceptional tech, and unwavering support.
The Perks:
Paid training and licensing (we cover all costs)
Coaching, mentorship, and skill workshops
Amazing culture and high-performance team environment
Career advancement from day one
Medical, dental, vision, 401K, FSA
Growth. Leadership. Legacy-building.
What You Bring:
Sales or customer service experience (retail, hospitality, service industry, etc.)
Competitive spirit and relentless drive to succeed
A self-starter mindset and hunger to learn
Strong communicator and team player
Integrity and work ethic above all
Ask Yourself: Are you ready to launch your career?
If the answer is yes-don't wait. We're growing fast, and spots are limited.