Assemble application data and submit complete packages.
Act as a liaison between Loan Officer, client, and operations.
Follow up with clients on missing documentation.
KeyCorp is committed to helping clients, colleagues, and communities thrive. They offer a flexible, inclusive work environment with opportunities for growth. They are an Equal Opportunity Employer committed to sustaining an inclusive culture.
Proactively provide expert advice on mortgage renewal needs.
Drive the sales process for inbound and outbound customer contacts.
Maintain current knowledge of personal banking and lending products.
BMO is a leading bank committed to building, investing and transforming how they work. As the 8th largest bank in North America by assets, they provide banking, wealth management and investment services to more than 12 million customers.
Develop and implement a comprehensive deposit growth strategy.
Recruit, develop, and manage a team of bankers.
Cultivate relationships with high-value Corporate Banking clients.
The company focuses on providing financial products and services. They are looking for someone to manage building a portfolio of corporate banking clients, specifically targeting deposit relationships.
Lead initiatives to grow Corporate deposit balances by identifying client needs and structuring competitive deposit solutions.
Develop and maintain a portfolio of Corporate Clients, ensuring their deposit and banking needs are met.
Build strong relationships with new clients, focusing on deposit acquisition, retention, and expansion.
Kearny Bank focuses on deposit growth and relationship management within Corporate Banking. We deliver tailored financial solutions that drive revenue and client satisfaction, focusing on Corporate deposit growth with clients generally ranging in size from $5 million to $25 million in annual revenue, including small to mid-size business and nonprofit organizations.
Process complex residential mortgage loans, ensuring adherence to investor guidelines.
Review and evaluate financial documents, determining debt-to-income and loan-to-value ratios.
Serve as point of contact for customers, addressing inquiries and ensuring documentation completeness.
Jobgether is a platform that connects job seekers with companies. They use an AI-powered matching process to ensure applications are reviewed quickly and fairly.
Solve escrow issues without involving the Loan Officer when possible.
Disclose Loans, answer all borrower questions or refer to Loan Officer as needed.
Collect all necessary items needed to prepare the Closing Disclosure (CD), and ensure timely drawing and delivery of the CD in order to meet the expected close of escrow.
Summit Funding, Inc is a privately owned top 50 national mortgage lender. Founded in 1995, they strive to be the best with a growth mindset and positive culture, positioning the company as a leader in the mortgage industry.
Guide borrowers through the mortgage loan process, ensuring compliance and providing necessary documentation.
Build referral relationships with top real estate agents, strengthening partnerships and expanding networks.
Drive fully integrated transactions by connecting customers, agents, and the loan process through Zillow’s platform.
Zillow Home Loans is revolutionizing the home financing experience as part of a dynamic and fast-growing FinTech company. The company helps reshape how consumers buy, sell, and finance homes in a collaborative and high-energy environment with a team of innovators and problem solvers.
Lead initiatives to grow Corporate deposit balances.
Develop and maintain a portfolio of Corporate Clients.
Promote the full suite of bank products.
Kearny Bank is focused on deposit growth and relationship management within Corporate Banking. They deliver tailored financial solutions that drive revenue and client satisfaction.
Partner with clients to define KPIs, dashboards, and performance reporting solutions.
Support pre-sales by translating client requirements into solution proposals and implementation plans.
Collaborate with implementation and product teams to deliver and enhance analytics solutions.
They deliver actionable analytics, automated reporting, and performance insights to banks and credit unions. They improve operational efficiency and member experience by translating business needs into scalable analytics solutions.