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Job DescriptionOur client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Long Island/Metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments. • Manage, develop and retain full-service relationships with both UHNW & HNW clients., • Must have strong COI’s and or an established book of clients within the Long Island/Metro market and be able to self source., • Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities., • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning., • Work collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace., • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends., • Actively participate in community and business functions/groups., • Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: • Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD., • Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products

Job Description GENERAL: UNMB Home Loans Inc. is an independent mortgage banker specializing in single-family lending. It has been in business for more than 40 years. SUMMARY: This position is responsible for the daily Accounts Receivable functions of the Accounting Department, as well as ad hoc projects, when necessary. DUTIES AND RESPONSIBILITIES: The following reflects management's definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons. • Obtain Purchase Advices from each investor website, • Upload Purchase Advices to Warehouse Bank, • Enter compound Journal Entries into Accounting software, • Enter Purchase Advices into Loan Operating Software, • Reconcile Purchase Advices to ensure proper purchasing of Principle, Interest, Escrows, and Mortgage Insurance, • Furnish Pay Histories when requested To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and or ability required. • Bachelors Degree, • 2-5 years of Accounts Receivable experience in similar role, ideally using Quickbooks., • Strong organizational skills required with the ability to multi-task several projects at once., • Following computer skills are required: Productivity software (word processing, email, data entry, video conferencing, spreadsheets), • Ability to navigate internet/webpages., • Ability to work in a team environment when needed. All offers are contingent on the successful completion of criminal background check.

Job DescriptionWe are looking for an experienced senior loan processor to join our tight-knit group of mortgage professionals. The successful applicant will have years of experience in loan processing, excellent attention to detail, and a skilled approach to customer service to help our borrowers navigate the mortgage closing process. We provide the opportunities, the team, and the growth potential to help you achieve your career goals. If this sounds like the ideal job for you, please apply today!Compensation: $70,000 Responsibilities: • Confirm that all loan files, credit packages, and disclosure packages comply with company lending policies, as well as state and federal lending guidelines, • Create and maintain the mortgage loan file, order third party documentation and reports as needed for residential home loans, and assist underwriters in clearing conditions as requested, • Verify the accuracy of all obtained loan documentation, such as title insurance, loan applications, appraisals, credit reports, and income and asset declarations and provide them promptly to underwriters for loan approval, • Be the main point of contact for title companies, mortgage loan officer/mortgage loan originator, real estate agents, borrowers, and mortgage underwriters to facilitate a timely loan closing, • Submit loan file documentation accurately into necessary software programsQualifications:, • Federal and state home loan regulatory requirements and overall mortgage industry knowledge is essential, • Bachelor’s degree preferred; high school diploma required, • Excellent attention to detail, customer service, time management, and communication skills are needed, • Knowledge of current residential mortgage loans such as FNMA, FHA, VA, USDA, and Conventional is crucial -- Commercial loan and Refinance loan knowledge is an added asset, • 2-3 years experience with a mortgage company, mortgage banker, or mortgage lender as a mortgage loan processor is neededAbout Company Why Join OMNI Mortgage? When you join us, you’re not just stepping into a job; you’re joining a mission. OMNI Mortgage is dedicated to empowering loan officers to achieve the kind of success that changes lives. We provide the top-tier resources, exclusive access to elite agents, and best-in-class coaching to ensure you’re equipped to succeed at the highest level.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.As an Associate Banker within Chase

Banking Center Relationship Banker I. The Banking Center Relationship Banker I role will provide services for Banking Center customers and assist the team in achievement of sales, service, and operation goals, based on Webster's Strategic Guidelines.

Relationship Banker - Nassau South Market.Freeport, New York; Oceanside, New York; Merrick, New York.To proceed with your application, you must be at least 18 years of age.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service reso

Bank Of America Job Opportunity.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 Pl

Act as a role model and help onboard new bankers. Ability to supervise and coach fellow relationship Bankers. Assist with supervision of banking center colleagues offering coaching support to fellow bankers.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.You will be working alongside a team of tal

Part-Time Universal Banker (20 Hours) Mineola Branch. Refer opportunities to segment partners where appropriate. Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc.

The Head Universal Banker is a leadership role responsible for providing exceptional service delivery to our internal and external customers while guiding and supporting the branch team. The Head Universal Banker plays a key role in championing risk and control, driving lobby leadership, and ensurin

The Retail Banker I is a customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice to assist Customers with their banking solutions/needs.

The Retail Banker I is a customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice to assist Customers with their banking solutions/needs.

The Retail Banker II Float is a Customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice in advising Customers regarding personal banking solutions/needs.

As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

The Retail Banker I is a customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice to assist Customers with their banking solutions/needs.

Head Universal Banker Hewlett Branch. The head universal banker is a leadership role responsible for providing exceptional service delivery to our internal and external customers while guiding and supporting the branch team. The head universal banker plays a key role in championing risk and control,

As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

The Associate Private Banker will provide product and service support for the Private Bankers in the region as well as the Region Manager. Partner with Private Banker(s) and Advisors to assess opportunities and provide suitable cash management and lending solutions for their clients. Partner with th

As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

The Retail Banker I is a customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice to assist Customers with their banking solutions/needs.

Relationship Banker - Nassau North Market.

As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.

As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.You will be working alongside a team of tal

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

Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service reso

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.The overall objective of this role is to foster relations with customers to build loyalty and to help increa

Personal Banker Safe Act (Chinese/Mandarin or Cantonese Preferred) Great Neck Branch. The Personal Banker Safe Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.

Responsibilities include, but are not limited to:.Responsible for providing exceptional customer service in accordance with Valley's mission statement.Ability to engage customers with friendly and professional service.Knowledge of all Bank products and services and ability to educate and demonstrate

Bank Of America Job Opportunity.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 Pl

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your fi

Responsibilities include, but are not limited to:.Responsible for providing exceptional customer service in accordance with Valley's mission statement.Ability to engage customers with friendly and professional service.Knowledge of all Bank products and services and ability to educate and demonstrate

Bank Of America Job Opportunity.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 Pl

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.You will be working alongside a team of tal

As an analyst in the hybrid banking/treasury rotation you are responsible for supporting Bankers, and Treasury officers through business development, deal execution and client management.

Relationship Banker - Nassau North Market.

As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

The Retail Banker II Float is a Customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice in advising Customers regarding personal banking solutions/needs. Establishes relationships with partner bankers to make effective referrals to

Relationship Banker - Nassau North Market.

Relationship Banker - Nassau South Market.

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 dri

Bank Of America Job Opportunity.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 Pl

Bank Of America Job Opportunity.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 Pl

Personal Banker Safe Act, Whitestone Branch, Officer. The Personal Banker Safe Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.

The Retail Banker I is a customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice to assist Customers with their banking solutions/needs. Establishes relationships with partner bankers to make effective referrals to them.