Top Tech Jobs & Startup Jobs

The Affluent Market Financial Advisor provides tailored financial solutions to the mass affluent customer segment, focusing on investments and insurance. Responsibilities include analyzing customer needs, delivering customized product recommendations, meeting sales goals, coaching less experienced advisors, and ensuring compliance with regulations.

The Affluent Market Financial Advisor provides advice-based financial solutions to affluent clients, focusing on investments and insurance. They analyze individual customer needs, recommend suitable products, collaborate with other financial professionals, and ensure compliance with regulatory standards while meeting sales goals.

The Operational Risk Senior Advisor - Commercial will oversee and challenge risk identification, assessment, monitoring, mitigation, and reporting within the Commercial Bank. Responsibilities include risk reporting, developing risk management frameworks, supporting product evaluations, and leading initiatives to enhance risk practices while engaging with senior management and stakeholders.

The Mortgage Closing Specialist III is responsible for managing complex closing files, issuing closing documents, funding loans, and training new employees. They maintain communication with all parties involved in the closing process, review documentation for accuracy, and ensure compliance with regulations.

The Mortgage Operations Manager I is responsible for leading a team of approximately 10 employees within the Mortgage/Consumer Lending unit. This role involves planning, problem resolution, compliance with regulations, budgeting, staffing recommendations, and developing department policies.

The Affluent Market Financial Advisor provides tailored financial solutions to a portfolio of mass affluent clients. Responsibilities include analyzing client needs, recommending investment and insurance products, building referral networks, coaching less experienced staff, and ensuring compliance with regulatory requirements. The role emphasizes delivering exceptional customer service and achieving sales goals.

The Mortgage Processor III is responsible for assessing loan requests, maintaining communication with customers and internal teams, ensuring compliance with regulations, and performing administrative duties related to loan processing. They analyze documentation and monitor applications to ensure adherence to guidelines, while providing exceptional customer service.