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Job Description We are a private hard money lender (F2 Finance), focused on the short-term residential bridging finance and 'fix and flip' market. We have substantial capital available for growth and want to build our team with great people! We are looking for an experienced loan officer to join our team. You ideally will have 1+ year(s) of experience, specifically in residential private lending, fix & flip, bridging finance or mortgage broking. Experience as a loan analyst or processor is also fine. As a loan officer you will be involved in driving loans through the full life-cycle, from assisting with the initial inquiry and information gathering, through to successful loan completion. You will be results orientated, and a team player. The role involves a very generous base salary, and market competitive bonus on top of salary. The role will involve: • Identifying new customers (brokers and borrowers) for our real estate lending, that fit within our current portfolio appetite, • Dealing with leads that are generated through the multiple lead generation channels that we have developed, • Assisting with the marketing of the F2 Finance brand and product, • Responsibility for loan origination and oversight of processing and underwriting, • Gaining a thorough knowledge and understanding of our credit appetite, to try and make a deal work. Requirements You will have: • "hustle", • sales experience in mortgages or real estate, and ideally in private lending or hard money, • the ability to build and manage a large pipeline of prospective loans, • the ability to work a phone and build working relationships with borrowers and brokers, • significant knowledge of private lending and hard money, • a ‘customer service’ focus, • the ability to explain things clearly and succinctly, using ‘plain English’, • This is a salaried position with full benefits, however, you will be expected to originate a minimum of $1m/mth in dealflow to keep your seat. Generally, our company’s culture will see you have: • a willingness to work hard and a ‘can do’ attitude, • the ability to build relationships and have strong verbal, written and interpersonal communication skills, • the ability to work autonomously, and to prioritize tasks accordingly, • a willingness to ‘get involved’ with the business and provide help and assistance as required, • experience using the latest cloud-based business efficiency platforms such as Google Business Apps, Notion, and Slack etc, • experience with Hubspot as a CRM, would be a big advantage The ideal candidate will have: • at least 1+ years working in the residential bridging finance/hard money market. Benefits • 10 days paid holiday, • generous base salary, plus market-competitive commission on top of salary, • medical insurance, • 401(k) with employer contribution, • parking in our building, • snacks, good coffee and office lunch twice a week from local restaurants, • great work environment.

Job DescriptionBenefits: • Bonus based on performance, • Flexible schedule, • Training & development We are seeking a motivated Mortgage Loan Originator to join our team. The ideal candidate will have a strong background in financial services, exceptional customer service skills, and a proven track record in loan origination. Responsibilities: • Originate and process mortgage loans from application to closing, • Analyze applicants' financial status, credit, and property evaluations to determine the feasibility of granting loans, • Negotiate terms and conditions with borrowers, • Stay informed of trends and developments in the real estate market and mortgage industry, • Utilize loan origination software (e.g., Calyx Point) to facilitate the loan process, • Ensure compliance with FNMA guidelines and TILA requirements Requirements: • DFPI / NMLS Licensed, • Proven work experience as a Mortgage Loan Originator or similar role, • Strong mathematical skills and proficiency in accounting, • Excellent customer service and communication skills, • Knowledge of loan processing procedures, • Familiarity with FNMA guidelines and TILA regulations, • Ability to negotiate effectively If you are a detail-oriented individual with a passion for finance and helping clients achieve their homeownership dreams, we encourage you to apply for this exciting opportunity Flexible work from home options available.

Job DescriptionDescription: Title: • Senior Loan Originator Job Type: • Full-time/ Exempt Location: • Remote, with flexible capability in the corporate office in Seal Beach, CA. Meet Foundation: Foundation Specialty Finance is a tech-enabled specialty finance company transforming how real estate capital is deployed, managed, and resolved. Based in Seal Beach, California, we bring together decades of industry experience to deliver fully integrated Special Servicing, Loan Origination, and a Digital Marketplace—powered by our proprietary platform, ACHIEVE™. We serve financial institutions across the country, including private lenders, regional banks, and private equity firms. Our loan programs and acquisition strategies span non-owner-occupied residential properties, small-balance commercial real estate, and CRE loans originated by third parties. ACHIEVE™ offers real-time access to pricing, asset data, and loan-level decisioning across the full investment lifecycle. At the helm is Ron McMahan, CEO and Founder. With over 25 years in capital markets, distressed asset management, and fund oversight, Ron has raised more than $6 billion in debt and equity and overseen the acquisition and resolution of over 20,000 assets. He previously led American Mortgage Investment Partners (AMIP), where many of the strategies now embedded in ACHIEVE™ were first developed. His leadership is grounded in disciplined growth, operational excellence, and investor performance. Foundation continues to scale through technology, talent, and a sharp focus on market opportunity, positioning the firm as a trusted partner to institutions across the real estate finance landscape. Job Responsibilities: The Senior Loan Originator builds and maintains lasting business relationships directly with Real Estate investors and through intermediary channels such as mortgage brokers and real estate agents located throughout the United States. Your job responsibilities will include: • Drive new loan sales by building and strengthening relationships with investors, brokers, and other real estate contacts, • Maintain a strong pipeline to meet loan production targets, • Work with senior management to identify potential business sources, • Develop and maintain a client database for effective use of contact management tools and our CRM, • Evaluate clients’ borrowing needs and related credit worthiness during the initial screening process, • Negotiate and structure loan terms including pricing, fees, duration, and timing, • Work with investors/borrowers to obtain initial documentation for submission to underwriting/processing, • Communicate with clients to ensure completeness and accuracy of required information, • Collaborate with our Operations team to keep customers informed on the status of submitted loans and to ensure smooth and timely closings, • Monitor pipeline reports to determine status of all loans, • Additional related duties, as required Experience and Skills Required: • Bachelor's Degree (Preferred), • Candidates should have a demonstrable track record in monthly origination volume of Fix-and-Flip and Fix-to-Rent bridge loans or Long-Term DSCR Rental Loans, • Minimum of 2 years in residential or commercial lending with at least 1 year in private money loan origination in Fix and Flip or Fix to Rent: (required), • Existing investor relationships and/or a current book of business (preferred), • Experience with long-term single-family DSCR rental loans a plus, • Excellent phone and people skills, • Ability to analyze real estate investments and communicate loan structures, • Proficiency in MS Excel and willingness to learn new software (CRM, Loan Origination, etc.), • Strong written and verbal communication, • Organized with attention to detail and time management Compensation: • Base salary (varies depending on experience), • Commissions for every loan funded, • Quarterly Production Bonus, • Benefits: Health/Dental/Vision Insurance,, • Paid Time Off / Vacation Working at Foundation: Foundation Specialty Finance offers a performance-driven environment designed for experienced professionals who value precision, accountability, and results. With lending, asset management, capital markets, and technology under one roof, team members gain meaningful exposure to the full real estate credit cycle. We maintain a culture of transparency and execution. Our structure empowers individuals to take ownership of their roles while engaging in strategic, cross-functional work. We value deep expertise, sound judgment, and the ability to adapt in a fast-paced, data-informed environment. As we continue to expand, Foundation provides the tools, support, and flexibility for long-term professional growth. We’re building a team aligned with our mission—driven, capable, and committed to delivering measurable outcomes. FOUNDATION is an Equal Opportunity Employer and welcomes applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation, or age. We look forward to hearing from you! Requirements:

Job Description About Sherman Bridge Sherman Bridge is a premier private lending platform built for real estate investors. In partnership with New Western, we provide fast, flexible, and investor-focused capital solutions that help clients acquire, renovate, and scale portfolios of single-family homes. With a commitment to speed, service, and certainty, we specialize in hard money lending that delivers real results. Position Summary Sherman Bridge is seeking a motivated and relationship-driven Investment Real Estate Mortgage Loan Originator to originate residential investment property loans for both New Western-sourced clients and outside real estate investors. This is an in-office sales role focused on direct loan origination, relationship management, and business development. The MLO will serve as a trusted financing advisor to real estate investors and New Western agents by structuring financing solutions, managing the loan process from application through closing, and helping clients grow their investment businesses. The ideal candidate thrives in a fast-paced, performance-driven environment and understands the needs of residential real estate investors, including fix-and-flip operators, rental investors, and professional real estate entrepreneurs. Key Responsibilities & What You'll Do What You’ll Do As an Investment Real Estate Mortgage Loan Originator, you will build and manage relationships with real estate investors, New Western agents, and local market professionals to originate residential investment property loans. You’ll guide borrowers through the lending process from initial consultation to closing while delivering a high-touch customer experience built on responsiveness, execution, and results. Success in this role is driven by relationship-building, pipeline management, loan production, and consistent client service. Key Responsibilities • Develop and maintain relationships with New Western agents and investors, independent real estate investors, builders, wholesalers, Realtors, and referral partners., • Serve as the primary lending partner for investors sourced through assigned New Western offices., • Consult with borrowers to understand project goals and structure financing solutions aligned with their investment strategies., • Originate and manage loans from lead through closing, including applications, documentation, pipeline management, and borrower communication., • Match loan opportunities with the most competitive financing options through Sherman Bridge’s lending platform., • Partner closely with processing, underwriting, and closing teams to ensure smooth and timely loan execution., • Maintain accurate CRM and pipeline records., • Attend investor events, office meetings, networking functions, and market activities to drive business development., • Deliver in-office training and educational sessions to assigned New Western offices., • Meet or exceed monthly production, conversion, and client satisfaction goals.What You'll Bring - Qualifications What You Bring • 1+ years of experience in private lending, mortgage lending, investment real estate, construction, or a related field., • Strong understanding of hard money lending and residential real estate investment strategies, including fix-and-flip, BRRRR, and rental portfolio financing., • Proven ability to manage a sales pipeline and close deals in a fast-paced environment., • Strong consultative sales, communication, and relationship-building skills., • Experience with CRM systems and loan origination platforms., • Self-motivated, organized, and results-oriented. Preferred Experience • Hard money, bridge, wholesale, or correspondent lending experience., • Experience working with real estate brokerages or investment-focused firms., • Ability to analyze real estate contracts, rehab budgets, and investment returns., • Existing relationships within local real estate investment communities., • Experience generating self-sourced business in addition to company-provided opportunities. Why Join Us? • Competitive base salary plus uncapped commission, • Health, dental, and vision insurance, • 401(k) with company match, • Entrepreneurial, high-performance culture Why Sherman Bridge? At Sherman Bridge, we help real estate investors move quickly, finance confidently, and scale successfully. Our team combines operational speed, direct access to capital, and an investor-first mindset to deliver an unmatched lending experience. If you’re passionate about real estate investing, sales, and helping clients grow their businesses, we’d love to hear from you. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Join Our Team! We are seeking a motivated, service-driven Mortgage Loan Originator to join our mortgage lending team. This role is responsible for originating residential mortgage loans, managing inbound member inquiries, and guiding applicants through the mortgage process from application through closing. The ideal candidate has a proven track record in mortgage lending, strong knowledge of mortgage guidelines, and a passion for delivering exceptional member service. What You'll Do • Manage and respond to daily inbound mortgage leads and member inquiries., • Conduct outbound calling campaigns to generate new mortgage loan opportunities., • Interview members and accurately complete mortgage loan applications., • Evaluate borrower qualifications by reviewing credit reports, income documentation, assets, and other required financial information., • Match members with the most appropriate mortgage products based on their financial needs and goals., • Run credit checks and Desktop Underwriter (DU) findings to determine loan eligibility., • Collect, review, and organize required documentation, including tax returns, W-2s, pay stubs, mortgage statements, purchase contracts, and asset documentation., • Prepare complete loan packages for submission to underwriting and processing., • Deliver loan disclosures, loan estimates, and other required compliance documentation., • Maintain compliance with all mortgage lending regulations and credit union policies., • Manage an active pipeline to ensure loans progress efficiently toward closing., • Serve as the primary point of contact for members throughout the mortgage process., • Communicate effectively with real estate agents, escrow officers, title companies, underwriters, processors, and internal departments., • Provide regular status updates and exceptional service throughout the loan process. Qualifications • Minimum of 2 years of mortgage loan origination experience., • Bachelor's Degree preferred; equivalent experience may be considered., • Active Nationwide Mortgage Licensing System (NMLS) registration required., • Experience with Encompass Loan Origination System (LOS) preferred., • Strong understanding of mortgage lending guidelines, compliance requirements, and secondary market standards., • Experience running Desktop Underwriter (DU) and analyzing borrower credit profiles., • Proven ability to meet or exceed loan production goals., • Proficiency in Microsoft Outlook, Word, and Excel., • Excellent communication, relationship-building, and customer service skills., • Strong organizational and time-management abilities., • Ability to work independently while collaborating effectively within a team environment., • Detail-oriented with the ability to manage multiple priorities in a fast-paced setting. What We're Looking For The ideal candidate is self-motivated, sales-oriented, and committed to delivering an exceptional member experience. You thrive in a performance-driven environment, enjoy helping members achieve homeownership goals, and can effectively manage a loan pipeline from application through closing. Why Join Us? • Competitive compensation package, • Opportunity to grow within a respected financial institution, • Supportive team environment, • Meaningful work helping members achieve their homeownership goals, • Professional development and career advancement opportunities Apply Today If you're an experienced Mortgage Loan Originator who is passionate about helping members secure the right mortgage solution while delivering outstanding service, we'd love to hear from you. NGFCU offers competitive compensation and a rich benefits package including medical, dental, vision, disability and life insurance, and a 401(k)-profit sharing plan with employer matching. Compensation and Job Title is commensurate with experience and may fall under the following pay ranges: Mortgage Loan Originator- $30.22/hr to $36.00/hr Please note that the salary information is a general guideline only. Northrop Grumman Federal Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits. We perform thorough background checks including verification of previous employment, education, credit checks and pre-employment drug screening. Any discrepancies in reported dates, titles, or degree information may result in an employment offer to be withdrawn. NGFCU is an Equal Opportunity Employer Pursuant to the Los Angeles Fair Chance Ordinance, we will consider for employment-qualified applicants with arrest and conviction records. Monday through Friday 9:00 am to 6:00 pm

Job Description LOOKING FOR PART-TIME TO FULL TIME. NOT A REMOTE JOB! Willing to drive to Whittier, CA daily. We are looking for a HIGH ENERGY, DETAILED and reliable Loan Processor to individual loans. You will undertake an intermediary role between wholesale lenders and our inside team. We are looking for qualified applicants to process loans in a timely manner with outstanding customer service, writing and phone skills. Loan processor duties and responsibilities will include analysis of the loan file from initial opening to drawing loan documents for final docs and everything in between. Responsibilities • Perform initial review of the loan file, • Collect and package the loan file for submission to the underwriter, • Document the file and reach out to all participants for updated documents (Credit/income/Assets/Insurance/etc.), • Obtain loan applications daily, • Edit application, or input application through Point and download to Automated Underwriting System (Desktop Underwriter) and run credit to obtain pre-approval, • Document borrower information provided in application, • Submit file to underwriter for Pre-Approval, • Notify Loan Originator (Loan Advisor, A-List, or Loan Consultant) regarding prequalification, requirements, and decision (approval, counteroffer, denial), • Obtain all conditions required from borrower (i.e. income documentation, assets/bank statements, purchase contract and escrow instructions if purchase transaction), • Analyze all forms of income documentation, • Send preapproval letter to borrower upon request, • Maintain open communication with the borrower or Loan Originator Skills • Be able to work in an office, • Proven 3-5 year working experience in a loan processor role, • Good knowledge of Calyx software and MS Office, • Comprehension of direct/indirect lending procedures, • In-depth understanding of relevant rules and regulations, • Excellent communication and sales skills, • Balance between customer satisfaction orientation and a results driven approach Job Type: Part Time to Full-time as business picks up Company DescriptionWe are a Real Estate Firm and Mortgage Company. Please call Elizabeth @ 323-833-1957 or email resume to elizabeth@eresmortgage.comWe are a Real Estate Firm and Mortgage Company. Please call Elizabeth @ 323-833-1957 or email resume to elizabeth@eresmortgage.com

Job DescriptionDescription: This position will office out of our Woodland Hills, CA location MUST HAVE prior loan origination experience Excellent Benefits, Holiday Pay, Incentive Pay, and company perks! At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of full-time Mortgage Loan Originator at our Woodland Hills, CA location. This is a fully commissioned position with a draw. Draws are minimum wage rates based on work location. Details of the commission plan will be presented at time of offer. Description: Individuals will be required to develop leads and originate mortgage loans through branches, realtors, and builders, and respond to referrals from branch personnel and others. Additionally, candidates should have an understanding of the mortgage regulations and processes as well as other bank products and services in order to deepen relationships with customers. Applicants must be able to effectively communicate both verbally and written, exercise independent judgment and comprehend complex instructions, technical and financial materials and forms related to assigned duties. The MLO must meet production standards developed by management. Responsibilities: • Develop, lead and originate mortgage loans through branches, realtors and builders., • Interview mortgage loan applicants., • Take loan applications from customers., • Send applicant’s file to processors in the centralized loan support area., • Respond to referrals from branch personnel and others., • Assist in obtaining additional data or information when requested by processors., • Cross-sell all bank products and services. Education / Experience Preferred: • Bachelor’s Degree in a related field or equivalent experience, MBA or Master's Degree preferred., • 2+ years of lending experience preferred., • Creativity, flexibility, integrity, and a commitment to customer support are essential., • Must be able to work autonomously exercising considerable independent judgment., • Must be able to maintain composure in stressful situations., • Must be able to work flexible hours. Pay is dependent on knowledge, skills, abilities, experience, and location. Working Conditions The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: • Rooted in Strength, • Propelled by Growth, • Individuals in a Great Whole, • Creating Possibility, • Community Focused Associates enjoy outstanding benefits, including: • 401(k) Plan with 6% Match, • Health/Dental/Vision Insurance, • Company-paid Life Insurance, • Tuition Reimbursement, • Fitness Reimbursement, • Paid Time Off, • Volunteer Leave, • Paid Holidays, • Plus many more associate perks & incentives! If you qualify, apply online at www.sunflowerbank.com/careers. You’ve never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law. We accept applications on an ongoing basis until the role is filled. There is no fixed deadline to apply. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy. Requirements:

Job DescriptionCommercial Mortgage Originator: We are actively seeking an experienced loan officers to originate commercia,l conventional, alternative, construction, hard and soft money fix and flip or short-term, long-term and portfolio rental loans.The loan leads will be provided through an in-office position at a nationally known real estate office. The office is located in the Sherman Oaks area. A successful candidate will need to demonstrate the ability to learn the programs thoroughly and be organized and resourceful enough to build and manage referral relationships within the realtor office and build relationships with incoming realtors as well! This is a hybrid position, that requires in-office of the realtors office and attending company sales meetings. We offer: • among the most competitive programs in the business,, • exceptional training,, • marketing support,, • origination support,, • processing support,, • very lucrative commission compensation package Our Programs Are: • Multifamily and Mixed-Use fix and flip loans, • Residential, Multifamily and Mixed-Use Long-Term Rental, • Residential (1-4 units) Short-Term Rental Loans, • Residential - Multifamily and Mixed-Use Portfolio Loans, • Ground-Up Construction (1-20 units), • Commercial Funding: Multifamily, Mixed-Use, Office, Retail, Light Industrial, and Limited Specialty Properties Originators must: • attend weekly online or in-person team meeting, • attend weekly online product training as needed, • attend weekly one on one production call A successful full time Originator will close on average 3 to 5 or more transactions a quarter and earn $180,000 annually. Job Posted by ApplicantPro

Call Center Lead Generator - MUST LIVE IN INDIANA Renewal by Andersen - Metro and Midwest Renewal by Andersen windows is the custom division of Andersen® windows. Founded in 1903, Andersen Windows has been the world’s largest and most recognized brand for exclusive window and door systems. Renewal by Andersen® was founded with the objective of creating a different and better window and door replacement experience for homeowners. This position plays an integral role within our Inside Sales team and overall strength of our company. This role would be a work from home position; must live in INDIANA. All characteristics for this role will include, but are not limited to, the following: Primary Responsibilities: • Dial out to up to 30 homeowners an hour while tending to heavy inbound call flow for homeowners who have contacted us via one of our marketing avenues, • Document and track all set appointments accurately so that all future customer demonstration and price activity is done per company standards, • Managing high volume of inbound and outbound calls while multitasking through various systems Qualifications: • Minimum 2 years of Sales experience, • Bilingual is a plus, • High School diploma or equivalent, • Sales mindset and metrics driven, • Ability to work varying shifts, including some evenings and weekends, • Must live in Indiana to be considered for this position, • Our 3 week, paid training will take place fully remote Compensation and Benefits: • $_ with uncapped commission structure based on appointments set - most reps are making at least $20-$25/hr with commission, • Full insurance package, including medical, dental, vision, and life for full-time employees, • 401(K) program for full-time employees, • PTO, • Student Loan Reimbursement Program, • Advancement opportunities - we promote from within! Schedule: • Remote work, • Must be able to work some morning and evenings shifts, and one weekend shift every week., • Must have the ability to work until 10:30pm at least ONCE a week., • Days off will not be consecutive, • Must be available to work during operating hours: Monday-Friday: 7:50am-10:30pm, Weekends: 8:50am-8pm #LI-DNI \n \n SMS terms: Windows, LLC offers you the option to engage in SMS text conversations about your job application. By participating, you also understand that message frequency may vary depending on the status of your job application, and that message and data rates may apply. Please consult your carrier for further information on applicable rates and fees. Carriers are not liable for delayed or undelivered messages. You may reply STOP to cancel and HELP for help. By opting-in to receiving SMS text messages about your job application, you acknowledge and agree that your consent data, mobile number, and personal information will be collected and stored solely for the purpose of providing you with updates and information related to your job application. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Job DescriptionDescription: Job Description Department: Direct Origination Reports To: Chief Strategy Officer (CSO) Day-to-Day Oversight: Direct Origination Team Lead Location: In-office only – Seal Beach, California (Corporate Office) Base Salary: Starting at $70,400 annually (California compliant) Additional Compensation: Performance-based bonus (No commission) Role Overview The Direct Origination Specialist (DOS) is a salaried, execution-focused originator responsible for converting FSF-generated borrower demand into funded loans. This role operates in a high-volume, performance-driven environment and requires consistent borrower outreach, disciplined follow-up, and strong execution from first contact through funding. This is not a traditional loan originator role. Direct Origination Specialists do not self-source business, set pricing, negotiate loan terms, or manage an independent book of business. Instead, the role is designed for professionals who can work warm, qualified CRE and SFR leads at scale, maintain rigorous CRM discipline, and drive loans to close through consistent phone, email, and SMS engagement. The position provides income stability through a salaried base while maintaining clear performance expectations and accountability. In-Office Requirement: This position is fully in-office at FSF’s Seal Beach corporate office. • No remote or hybrid option, • Daily in-person collaboration with Direct Origination, Operations, and Underwriting teams, • Real-time coaching, escalation, and execution support This structure is intentional and designed to support execution speed, quality control, and team accountability. Execution & Outreach Expectations: This role requires sustained daily effort and proactive borrower engagement. Direct Origination Specialists are expected to: • Work a high volume of FSF-sourced warm and recycled leads, • Perform frequent outbound calling to qualified CRE and SFR prospects, • Execute structured follow-up cadences via phone, email, and SMS, • Maintain same-day and multi-touch engagement standards, • Actively manage pipeline momentum from initial contact through funding, • Convert marketing-qualified leads into underwriting-ready applications This is a phone- and CRM-intensive role. Candidates must be comfortable with consistent outreach and measurable activity expectations. Core Responsibilities • Immediate response to assigned inbound leads, • Borrower, property, and exit strategy qualification, • Application intake and documentation collection, • Preparation of underwriting-ready loan packages, • Coordination with underwriting, closing, and funding teams, • Ongoing borrower communication and status updates, • Accurate CRM management and documentation of all activity, • Adherence to FSF quality, compliance, and execution standards Performance Expectations • Consistent SLA-compliant borrower response times, • High-quality, underwriting-ready file submissions, • Strong approval-to-funding pull-through, • Disciplined follow-up and engagement activity, • Positive borrower experience feedback, • Full compliance with FSF processes and documentation standards Why This Role This role is ideal for professionals who want security without complacency, stable compensation paired with real performance expectations. Qualifications • Experience in residential or private lending origination, processing, or underwriting support preferred, • Comfort with high-volume outbound calling and follow-up, • Strong organizational and communication skills, • Ability to execute in a structured, metrics-driven environment, • Familiarity with DSCR, bridge, or fix-and-flip lending preferred, • CRM experience required Meet Foundation: Foundation Specialty Finance is a tech-enabled specialty finance company transforming how real estate capital is deployed, managed, and resolved. Based in Seal Beach, California, we bring together decades of industry experience to deliver fully integrated Special Servicing, Loan Origination, and a Digital Marketplace—powered by our proprietary platform, ACHIEVE™. We serve financial institutions across the country, including private lenders, regional banks, and private equity firms. Our loan programs and acquisition strategies span non-owner-occupied residential properties, small-balance commercial real estate, and CRE loans originated by third parties. ACHIEVE™ offers real-time access to pricing, asset data, and loan-level decisioning across the full investment lifecycle. At the helm is Ron McMahan, CEO and Founder. With over 25 years in capital markets, distressed asset management, and fund oversight, Ron has raised more than $6 billion in debt and equity and overseen the acquisition and resolution of over 20,000 assets. He previously led American Mortgage Investment Partners (AMIP), where many of the strategies now embedded in ACHIEVE™ were first developed. His leadership is grounded in disciplined growth, operational excellence, and investor performance. Foundation continues to scale through technology, talent, and a sharp focus on market opportunity, positioning the firm as a trusted partner to institutions across the real estate finance landscape. FOUNDATION is an Equal Opportunity Employer and welcomes applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation, or age. We look forward to hearing from you! Requirements:

About Us Capital Bank N.A. is headquartered in Maryland and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey. Come join a bank where our employees thrive and are engaged in meaningful work. For the last 6 out of 7 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker. Capital Bank Home Loans (CBHL), a division of Capital Bank N.A., is a premier nationwide mortgage lender. We deliver over $1BLN in new mortgage originations annually with a 50 state platform, in house underwriting and closing, and excellent pricing and products. We invested in digitizing our online mortgage application process to help expedite home buying or refinancing for our customers. Many top ranked mortgage lenders have joined Capital Bank Home Loans and we are looking to grow the business further by bringing in branches or independent originators. Position Purpose We are currently hiring experienced Mortgage Loan Originators (MLO) or Teams who proactively identify, develop and maintain a quality network of external relationships and COI's that serve as a source of referrals for new mortgage lending opportunities. The Mortgage Loan Originator performs a wide range of duties related to the origination of residential mortgage loans while providing excellent customer service and effectively managing the pipeline. Position Responsibilities • Market residential mortgage loan products to real estate agents, prospective homebuyers and/or builder sales representative., • Spend 25% or more of the workday conducting marketing activities and closing business outside of the work-site (including home office)., • Originate loan applications ensuring correct pricing, fulfillment of investor guidelines, compliance with federal and state banking credit, and non-discrimination regulations., • Assist the processor in securing needed documentation as required for loan approval., • Constantly review investor guidelines, in order to remain current with agency (FNMA, FHLMC, GNMA, MHF) and individual investor guidelines., • Maintain high levels of customer service while managing each applicant's and support staffs expectations. Minimum Education & Experience • A minimum of 3 years’ work experience originating residential mortgages., • Experience in originating loans for sale to FNMA, FHLMC, GNMA and/or CDA preferred., • Experience using a mortgage loan management system is required; Encompass experience highly preferred. Technical Knowledge and Skills • Strong interpersonal, communication and customer service skills., • Proficient in Microsoft Office Suite including Word, Excel, PowerPoint, and Outlook. Compensation • This is a 100% commission-based role. Working Arrangements • This is a 100% remote role., • We are currently looking to hire only within our core locations which include Maryland (MD), District of Columbia (DC), Virginia (VA), Pennsylvania (PA), Delaware (DE), Indiana (IN), Illinois (IL), North Carolina (NC), South Carolina (SC), Florida (FL). Why Join Us? • Join a growing company with a culture that fosters an entrepreneurial spirit, • Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more?, • Company Contributions to your 401k - Regardless of your contribution, • Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more!, • Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities Supporting Businesses. Helping People. Strengthening Communities. Capital Bank, N.A. is an E-Verify, Affirmative Action and Equal Opportunity Employer.

Loan Officer / Mortgage Retail Sales Manager – Remote, Hybrid, or In-Office.Our client is a nationally recognized mortgage lender offering a platform designed to support mortgage originators through operational infrastructure, technology tools, and a broad range of loan products.The organization p

Call Center Lead Generator - MUST LIVE IN NEW JERSEY 📌 What to Expect After You Apply After submitting your application, you’ll receive an invitation to complete a short, self-guided video interview. It takes about 15–20 minutes and should be completed within 72 hours. Once submitted, our hiring team will review your responses and follow up with next steps. Renewal by Andersen - Metro and Midwest Renewal by Andersen windows is the custom division of Andersen® windows. Founded in 1903, Andersen Windows has been the world’s largest and most recognized brand for exclusive window and door systems. Renewal by Andersen® was founded with the objective of creating a different and better window and door replacement experience for homeowners. This position plays an integral role within our Inside Sales team and overall strength of our company. This role would be a work from home position; must live in New Jersey. All characteristics for this role will include, but are not limited to, the following: Primary Responsibilities: • Dial out to up to 30 homeowners an hour while tending to heavy inbound call flow for homeowners who have contacted us via one of our marketing avenues, • Document and track all set appointments accurately so that all future customer demonstration and price activity is done per company standards, • Managing high volume of inbound and outbound calls while multitasking through various systems Qualifications: • Minimum 2 years of Sales experience, • Bilingual is a plus, • High School diploma or equivalent, • Sales mindset and metrics driven, • Ability to work varying shifts, including some evenings and weekends, • Must live in New Jersey to be considered for this position, • Our 6-8 week, paid training will take place fully remote Compensation and Benefits:- • $20_ with uncapped commission structure based on appointments set - most reps are making at least $22/hr with commission, • Full insurance package, including medical, dental, vision, and life for full-time employees, • 401(K) program for full-time employees, • PTO, • Student Loan Repayment Program, • Advancement opportunities - we promote from within! Schedule: • Remote work, • Must be able to work some morning and evenings shifts, and one weekend shift every week., • Must have the ability to work until 10:30pm at least ONCE a week., • Days off will not be consecutive, • Must be available to work during operating hours: Monday-Friday: 7:50am-10:30pm, Weekends: 8:50am-8pm #LI-CC1SMS terms: Garden State Custom Windows, LLC, also known as RbA of NJ/NY Metro, offers you the option to engage in SMS text conversations about your job application. By participating, you also understand that message frequency may vary depending on the status of your job application, and that message and data rates may apply. Please consult your carrier for further information on applicable rates and fees. Carriers are not liable for delayed or undelivered messages. Reply STOP to cancel and HELP for help. By opting-in to receiving SMS text messages about your job application, you acknowledge and agree that your consent data, mobile number, and personal information will be collected and stored solely for the purpose of providing you with updates and information related to your job application. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Loan Officer / Mortgage Retail Sales Manager – Remote, Hybrid, or In-Office.Our client is a nationally recognized mortgage lender offering a platform designed to support mortgage originators through operational infrastructure, technology tools, and a broad range of loan products.The organization p

Loan Officer / Mortgage Retail Sales Manager – Remote, Hybrid, or In-Office About the Opportunity Our client is a nationally recognized mortgage lender offering a platform designed to support mortgage originators through operational infrastructure, technology tools, and a broad range of loan products. The organization provides multiple work arrangements, including remote, hybrid, and in-office options (based on location and business needs). Role Overview The Loan Officer / Mortgage Retail Sales Manager is responsible for originating residential mortgage loans, developing referral relationships, and guiding borrowers through the loan process in accordance with federal, state, and company policies. This position may include individual production and/or team leadership responsibilities depending on experience and assigned scope. Platform Highlights Multiple lending channels: Options may include retail, wholesale, and broker capabilities (subject to eligibility and company guidelines). Operational support: Centralized/local processing and underwriting resources to assist with loan pipeline management. Product availability: Conventional, Jumbo, FHA, and VA financing, as well as select specialty programs that may include down payment assistance (DPA), physician, construction, renovation, reverse mortgage, HELOC, and Non-QM (availability varies by state, borrower qualifications, and investor guidelines). Technology tools: CRM and workflow tools intended to support communication, pipeline tracking, and documentation. Innovative marketing engine: A tech-forward suite built for originators—personal branding tools, digital campaigns, and social content designed to keep you visible, consistent, and top-of-mind. Compensation Compensation is competitive and may include commission-based earnings and/or other incentives, based on role scope, experience, and applicable plans. Details will be provided during the interview process. Job requirements Active NMLS license (required) 2+ years of recent mortgage origination experience (preferred) Demonstrated ability to develop referral relationships and maintain a client-focused approach Strong communication, organization, and time-management skills Ability to comply with applicable federal and state regulations, as well as company policies and procedures Your application has been successfully submitted! _

Hybrid | Commission Only | Unlimited Earning Potential About Us At Wise Choice Remodeling, we are a fast-growing home improvement company helping homeowners improve their properties through financing solutions and exceptional customer service. We are looking for a driven, hungry, and motivated Residential Loan Officer to join our growing team. Position Overview This is an excellent opportunity for a licensed and experienced Loan Officer who thrives in a high-energy environment and wants to build a significant income stream. You will work directly with our residential clients, helping them secure financing solutions for home improvement projects while benefiting from a strong lead flow and a supportive team. Compensation • Commission Only Position, • Earn $1,500+ per closed deal, • Average production of 10+ deals per month, • Real opportunity to earn well over $100,000 annually, • Unlimited income potential based on performance Responsibilities • Guide homeowners through the financing and loan process., • Grow individuals lending and construction pipeline, • Review client qualifications and recommend suitable lending solutions., • Maintain communication with borrowers throughout the application process., • Work closely with our sales and operations teams., • Ensure compliance with all lending regulations and company policies., • Deliver an exceptional customer experience from application to funding. Qualifications • Active Mortgage Loan Originator (MLO) License required., • Previous residential lending experience required., • Strong communication and sales skills., • Self-motivated, organized, and goal-oriented., • Ability to work independently in a hybrid environment., • Entrepreneurial mindset with a strong desire to succeed. What We Offer • Strong lead opportunities from an established and growing company., • Flexible hybrid work environment., • High-income potential with no earning cap., • Opportunity to grow with a rapidly expanding organization., • Supportive and performance-driven culture. Apply today if you're ambitious, competitive, and ready to build a six-figure income while helping homeowners achieve their goals.

PACE Loan Group ("PLG"), at the forefront of scaling C-PACE financing across the country, is hiring a seasoned Loan Originator to our growing team. You’ll source, originate and close C-PACE loans in nearly 40 states. C-PACE lending volume is approaching $3 billion annually, with individual PACE lo

The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers. Responsibilities: • Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals., • Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history., • Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution., • Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives, • Advise customers about the consequences, risks, and benefits of alternative lending solutions., • Promote Citi's brand, and promote Citi as the provider for lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers., • Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors., • Work as a team with all internal partners to support and grow our customers., • Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals., • Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters., • Work with Processors/Closers and customers to ensure the timely closing of the customer's loan., • Go outside to key referral relationships (Realtors, CPA's, Builders, etc). to drive mortgage business into the bank., • Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc., • Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals, • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: • 2-5 years relevant experience, • 3+ years previous mortgage sales experience required, • Residential Mortgage experience required, • Established book of business, • Proven product sales capability is required., • FHA/VA & conventional loan experience is preferred, • The ability to comprehend and explain financial calculations and pricing alternatives., • The ability to communicate with customers about the proper documents and information needed to obtain a particular loan., • Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA., • Demonstrated customer service skills, • Strong relationship development and management skills, • Expertise of general lending products and overall mortgage industry., • This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, Education: • Bachelor's/University degree or equivalent experience

Join our fun, high-energy team as a Community Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Community Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. • Maintain an active knowledge of Chase home lending products, as well as local housing assistance programs and grants available for down payment and/or closing cost assistance, • Promoting mortgage products to existing Chase customers and to other customers in the community you serve, continually engaging with a pipeline of customers 'not mortgage ready' for home ownership through education and counseling processes until they are ready to apply, while maintaining compliance with current lending guidelines and Chase policies, • Act as the internal and external mortgage expert, conduct productive activities that promote mortgage loan originations with external relationships in the community you serve, • Partner with the branch team, by providing training on products and services, meeting with their customers and introducing new clients to bankers for additional products and services, • Create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing and other marketing efforts, • Serve as the single point of contact through the customer mortgage loan origination process while being adept at addressing customer concerns and reservations, explaining financial terms and requirements, coordinating with partners and stakeholders, troubleshooting and tackling obstacles, and tracking progress from initial engagement to application through closing, • A Bachelor's degree or equivalent work experience in sales and/or real estate, • Five years of proven mortgage sales experience including strong product, credit, and mortgage process knowledge and an understanding of Federal Housing Administration (FHA), Veterans Administration (VA), Federal National Mortgage Association (FNMA), and Federal Home Loan Mortgage Corporation (FHLMC) guidelines Unique Requirements, and low-down payment products. (Regional Management approval for internal Home Lending Advisors who have been in their position for less than one year.), • Knowledge of real estate market in local area and the ability to build new external referral sources and networks (e.g., realtors, nonprofits, community groups, civic/professional organizations required), • Track record of customer satisfaction as demonstrated in customer satisfaction scores and customer comments, • Superior written and verbal communication skills for preparing and presenting in your community outreach when providing homeowner education and demonstrating knowledge while working with community-based nonprofits, community groups, consumer advocacy groups, and civic/professional groups., • Intermediate Personal Computer skills in a Windows environment FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx

Sales Manager Come and grow with us! Experienced Sales Managers that can motivate, educate, and open new channels of referral relationships needed for the Southern California Based Mortgage Broker. With a focus on mentoring 2 or more branches of Loan Originators that help people create generational wealth through home ownership. Responsibilities: • Recruiting, hiring, and training licensed mortgage loan originators and support staff., • Ensure origination of quality loans., • Generate personal production, if applicable as well as develop and ensure continuance of good relationships with established realtor and customer base., • Exercise administrative control over sales function for branch as assigned., • Assume leadership role among Mortgage Loan Origination staff., • Coach, motivate and support Mortgage Loan Originators to ensure growth and profitability, defining expected production goals for each Mortgage Loan Originator and ensuring adequate working knowledge Loan Originating Software., • Provide present and potential customers with superior level of customer service., • Responsible for development of new business and strengthening of existing relationships by determining a prospect's needs and selling appropriate product; selling loans for appropriate amounts, rates and terms that comply with regulatory lending guidelines; Generating necessary reports to track sales production and effectiveness of the region's marketing programs., • Maintains working knowledge of federal, state and local governments and private investors' policies and guidelines., • Maintains strong familiarity with current trends in the real estate and mortgage banking industries as well as the company's operating policies and procedures., • Creates/maintains synergy with Operations and Sales/ Marketing departments. Qualifications: • Three years or more of management experience in mortgage sales preferred; operations background a plus., • Minimum three years of related experience within the mortgage industry., • Leadership, mentorship, and communication skills., • Detail oriented with strong organizational and follow-through skills., • Proficient in MS Windows software., • Bi-Lingual (English /Spanish) preferred, • Some Travel will be required.

About this role: Wells Fargo is seeking a... In this role, you will: Sit within assigned bank branches and originate mortgage loans; collaborate with branch leadership, participate in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes; perform miscellaneous duties as needed and required Exercise some independent judgment when conducting outbound calls to existing and prospective customers regarding mortgage loan products and complete associated tracking activities Interact with customers to understand their needs and provide high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs Process low to moderately complex loan applications for mortgage transactions and review rates and terms within guidelines Maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements Adhere to policies, underwriting requirements, compliance requirements, and loan procedures; collaborate with fulfillment partners to meet the needs of clients throughout the origination process Stay informed of mortgage industry trends and developments in the assigned market; develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Required Qualifications for Europe, Middle East & Africa only: Experience in sales, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Job Expectations: This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $0.00 - $0.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. • Health benefits, • 401(k) Plan, • Paid time off, • Disability benefits, • Life insurance, critical illness insurance, and accident insurance, • Parental leave, • Critical caregiving leave, • Discounts and savings, • Commuter benefits, • Tuition reimbursement, • Scholarships for dependent children, • Adoption reimbursement

This position will office out of our Woodland Hills, CA location. Must have prior loan origination experience. Excellent benefits, holiday pay, incentive pay, and company perks! At Sunflower Bank, N.A., we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of full-time Mortgage Loan Originator at our Woodland Hills, CA location. This is a fully commissioned position with a draw. Draws are minimum wage rates based on work location. Details of the commission plan will be presented at time of offer. Individuals will be required to develop leads and originate mortgage loans through branches, realtors, and builders, and respond to referrals from branch personnel and others. Additionally, candidates should have an understanding of the mortgage regulations and processes as well as other bank products and services in order to deepen relationships with customers. Applicants must be able to effectively communicate both verbally and written, exercise independent judgment and comprehend complex instructions, technical and financial materials and forms related to assigned duties. The MLO must meet production standards developed by management. Responsibilities: • Develop, lead and originate mortgage loans through branches, realtors and builders., • Interview mortgage loan applicants., • Take loan applications from customers., • Send applicant's file to processors in the centralized loan support area., • Respond to referrals from branch personnel and others., • Assist in obtaining additional data or information when requested by processors., • Cross-sell all bank products and services. Education / Experience Preferred: • Bachelor's Degree in a related field or equivalent experience, MBA or Master's Degree preferred., • 2+ years of lending experience preferred., • Creativity, flexibility, integrity, and a commitment to customer support are essential., • Must be able to work autonomously exercising considerable independent judgment., • Must be able to maintain composure in stressful situations., • Must be able to work flexible hours. Pay is dependent on knowledge, skills, abilities, experience, and location. Working Conditions: The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus. Sunflower Bank Benefits: People choose to "bank" with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: • Rooted in Strength, • Propelled by Growth, • Individuals in a Great Whole, • Creating Possibility, • Community Focused Associates enjoy outstanding benefits, including: • 401(k) Plan with 6% Match, • Health/Dental/Vision Insurance, • Company-paid Life Insurance, • Tuition Reimbursement, • Fitness Reimbursement, • Paid Time Off, • Volunteer Leave, • Paid Holidays, • Plus many more associate perks & incentives! EOE/AA: Minorities/Females/Disabled/Vets Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law. We accept applications on an ongoing basis until the role is filled. There is no fixed deadline to apply. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy.

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 a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first. You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success. You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. Job responsibilities • Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence., • Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments., • Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust., • Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation., • Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry., • Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community., • Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures. Required qualifications, capabilities, and skills • You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture., • You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles., • You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success., • You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently., • You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies., • You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and exciting for everyone involved., • You have 2+ years of management, Retail Banking, or equivalent Chase leadership experience., • You have a high school degree, GED, or foreign equivalent., • You have the ability to work branch hours including weekends and evenings. Preferred qualifications, capabilities, and skills • You have a college degree or military equivalent. Training and Travel Requirement • You'll successfully complete our Branch Manager Training Program before being considered for placement as a Branch Manager., • You'll need to be able to travel as required for in-person training and meetings; some travel may be out-of-state. Federal Deposit Insurance Act This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Dodd Frank and Safe Act: This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx

Join our fun, high-energy team as a Home Lending Assistant in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Home Lending Assistant in Chase Home Lending, you will have the opportunity to work in unison with one or more Home Lending Advisor(s) to create an outstanding customer experience for home buyers. You will rely on your excellent interpersonal skills and dedication to provide exceptional support in facilitating the loan process to positively impact the customer experience for both internal and external customers. Your attention to detail, professionalism, and dedication will be reflected in your team's ability to achieve strong sales results. Job responsibilities • Utilize your understanding of the home loan process to take all initial inquiry calls for prequalification, take complete applications, request documentation from borrowers and review with Home Loan Advisor(s)., • Discuss products and pricing at the request of, or in the absence of, the Home Lending Advisor(s)., • Proactively review complex files to identify potential problems with loan applications and arrive at workable solutions with the Home Lending Advisor(s) prior to submission to processing., • Manage pipeline, consistently communicating updates to Home Lending Advisor(s) on pipeline status and updating borrowers and builders on status of loans while watching for and preventing pipeline fallout and quote rate to pipeline floats., • Act as a liaison between Home Lending Advisor(s), branch, processing center (if applicable), and group of established realtors (20-30) to coordinate submissions and closings to allow Home Lending Advisor(s) to concentrate on generating new business., • Coordinate and manage marketing to buyers, sellers, realtors, and builders assist in staffing Realtor/builder open houses and trade shows., • Establish with Home Lending Advisor(s) the annual number of loans required to fund and close and/or incremental increase in Home Lending Advisor(s)'s annual production; and, if applicable, support Home Lending Advisor(s) to achieve high usage of laptop originations. Required qualifications, capabilities, and skills • Bachelor's degree or equivalent work experience in sales and/or real estate, • A minimum of four years' work experience in mortgage loan processing, • Intermediate computer skills (familiar with MS Office products or similar software), • Excellent customer service skills, • Excellent written/oral communication, • Excellent organization skills, • Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand Preferred qualifications, capabilities, and skills • Marketing and advertising experience Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx.

Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorgan Chase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorgan Chase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment. Job responsibilities • Develop new and manage existing client relationships, providing exceptional service that exceeds expectations, • Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations, • Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads, • Develop strong internal partnerships across all lines of business in order to best meet client's specific needs, • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach, • Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required qualifications, capabilities, and skills • A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence, • Proven trusted relationship builder with a track record of delivering an exceptional client experience, • Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients, • Demonstrated understanding of investments, wealth planning, credit and banking concepts, • Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date Preferred qualifications, capabilities, and skills • A bachelor's degree, • Experience cultivating relationships through delivering Home or Business lending needs FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This role is located in the Los Angeles area and will report in the office. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx 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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction.

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 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. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. • Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment., • Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations., • Engage in clear, polite, consultative communication to understand and help clients, building trust ask questions and listen to understand, anticipate their needs., • Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want., • Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs., • Adhere to policies, procedures, and regulatory banking requirements., • 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results., • Ability to create memorable experiences for our clients elevate the client experience., • Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs., • Ability to quickly and effectively resolve client issues with attention to detail providing consistent client experience., • Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training., • High school degree, GED, or foreign equivalent., • The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided., • Ability to work branch hours including weekends and some evenings., • College degree or military equivalent., • Experience adhering to banking policies, procedures, and regulatory requirements. This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. 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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction.

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual. Responsibilities: • Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills., • Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling., • With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions., • Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc., • Master referral opportunities to grow portfolio., • Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities., • Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.), • Organize client events to enhance client bonding., • Acquire new clients through converting referral leads, • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures., • Ensure that KYC/AML and other compliance norms are strictly adhered., • Partner with all roles on branch team to ensure all clients have a positive in-branch experience., • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: • 5-8 years of experience., • Strong analytical and financial skills., • Strong verbal and written communication skills., • Organized with strong attention to details., • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred., • Basic understanding of investment and financial planning strategies preferred., • Must be a self-starter, problem solver and a goal-oriented team player able to work without direction., • Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. Must meet ALL US FINRA Registration requirements within 150 days of starting in the role., • Insurance Group 1 required. Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role., • This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. Education: • Bachelor's/University degree or equivalent experience. Job Family Group: Private Client Coverage Job Family: Financial Planning Services Time Type: Full time Primary Location: Whittier California United States Primary Location Full Time Salary Range: $83,920.00 - $125,880.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Most Relevant Skills: Please see the requirements listed above. Other Relevant Skills: For complementary skills, please see above and/or contact the recruiter. Anticipated Posting Close Date: Jun 30, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual. Responsibilities: • Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills., • Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling., • With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions., • Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc., • Master referral opportunities to grow portfolio., • Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities., • Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.), • Organize client events to enhance client bonding., • Acquire new clients through converting referral leads, • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures., • Ensure that KYC/AML and other compliance norms are strictly adhered., • Partner with all roles on branch team to ensure all clients have a positive in-branch experience., • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: • 5-8 years of experience., • Strong analytical and financial skills., • Strong verbal and written communication skills., • Organized with strong attention to details., • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred., • Basic understanding of investment and financial planning strategies preferred., • Must be a self-starter, problem solver and a goal-oriented team player able to work without direction., • Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent., • Insurance Group 1 required., • Bilingual in Mandarin and English a plus, • This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. Education: • Bachelor's/University degree or equivalent experience Primary Location: Temple City California United States Primary Location Full Time Salary Range: $83,920.00 - $125,880.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer Banking and Lending division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 1899 W. Malvern Ave, Fullerton CA 92833 230 S. State College Blvd, Brea CA 92821 201 W. Imperial Hwy, Brea CA 92821 9323 E. Firestone Blvd, Downey CA 90241 8345 Firestone Blvd, Downey CA 90241 141 W. Bastanchury Rd, Fullerton CA 92835 1190 S. Beach Blvd, La Habra CA 90631 441 W. Whittier Blvd, La Habra CA 90631 15056 Rosecrans Ave, La Mirada CA 90638 111 E. Yorba Linda Blvd, Placentia CA 92870 13366 Telegraph Rd, Santa Fe Springs, CA 90670 368 N. Lemon Ave, Walnut CA 91789 1396 N. Rose Dr, Placentia CA 92870 Positions may not be available at all branch locations outlined in the posting Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $23.00 - $31.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 23 Jul 2026 Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorgan Chase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorgan Chase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment. Job responsibilities • Develop new and manage existing client relationships, providing exceptional service that exceeds expectations, • Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations, • Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads, • Develop strong internal partnerships across all lines of business in order to best meet client's specific needs, • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach, • Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required qualifications, capabilities, and skills • A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence, • Proven trusted relationship builder with a track record of delivering an exceptional client experience, • Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients, • Demonstrated understanding of investments, wealth planning, credit and banking concepts, • Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date Preferred qualifications, capabilities, and skills • A bachelor's degree, • Experience cultivating relationships through delivering Home or Business lending needs Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This role is located in the Los Angeles area and will report in the office. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx 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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction.

First Entertainment Credit Union is seeking a motivated, service-oriented, and licensed Mortgage Loan Originator to join our Real Estate Lending team. This is an entry-level sales lending role requiring someone who excels in lead conversion, member engagement, and pipeline management particularly with home equity loans and lines of credit. This role is internally focused, with the majority of loan volume originating from internal referral channels such as branches, call centers, and community engagement events. You will be responsible for converting inquiries into funded loans, providing members with guidance on how to responsibly access and leverage the equity in their homes. While the focus is 90% home equity, the Mortgage Originator (Home Equity) may also originate first mortgage loans (10%) and should be comfortable navigating both product sets. Reporting to the Director, Real Estate Lending Operation, this is a hybrid based in our Hollywood, CA office. Responsibilities • Proactively follow up on warm leads, referrals, and member inquiries with urgency and professionalism., • Educate members on home equity and first trust deed mortgage options, including loan terms, documentation requirements and lending process, recommending solutions aligned with their financial needs to meet or exceed monthly funding targets for home equity originations., • Maintain high conversion rates through consistent outreach, timely communication, and needs-based recommendations., • Build trust and rapport by demonstrating empathy, transparency, and excellent service., • Submit complete and accurate loan applications into the Loan Origination System (Encompass and Opening Act)., • Coordinate with processors, underwriters, and funders to ensure efficient loan process., • Monitor loan status closely and proactively resolve issues that could delay closing., • Provide clear and consistent updates to stakeholders and high-touch services from end to end., • Ensure compliance with applicable mortgage regulations (RESPA, Reg Z, TRID, etc.) and internal policies., • Maintain strong knowledge of current mortgage guidelines, investor policies, and First Entertainment Credit Union's products., • Participate in educational seminars, webinars, and community-facing events to promote lending services and generate new business. At First Entertainment, your role and every role are essential to our Mission [We build lifelong financial relationships with the people in entertainment based on a deep understanding of how they live and work], Core Values [Members First + Ownership + Integrity + Innovation + Inclusivity + One Team], and we expect you to uphold them. Qualifications • Bachelor's degree preferred, high school diploma or equivalent required., • Minimum three (3) years of recent experience in mortgage lending with member first focus., • Proven track record of consistently meeting or exceeding mortgage production goals., • Active NMLS license in good standing, and compliant with S.A.F.E. Act and Regulation Z requirements., • Strong working knowledge of residential loan products, underwriting guidelines, and compliance regulations., • Proficiency with loan origination systems (LOS), preferably Encompass 360., • Excellent verbal and written communication skills with the ability to explain complex financial concepts clearly and effectively., • Strong networking skills and comfort presenting to small and large groups., • High level of integrity and ability to build trust quickly with clients and partners.

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact. The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers. Responsibilities: • Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals., • Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history., • Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution., • Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives, • Advise customers about the consequences, risks, and benefits of alternative lending solutions., • Promote Citi's brand, and promote Citi as the provider for lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers., • Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors., • Work as a team with all internal partners to support and grow our customers., • Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals., • Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters., • Work with Processors/Closers and customers to ensure the timely closing of the customer's loan., • Go outside to key referral relationships (Realtors, CPA's, Builders, etc). to drive mortgage business into the bank., • Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc., • Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals, • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: • 2-5 years relevant experience, • 3+ years previous mortgage sales experience required, • Residential Mortgage experience required, • Established book of business, • Proven product sales capability is required., • FHA/VA & conventional loan experience is preferred, • The ability to comprehend and explain financial calculations and pricing alternatives., • The ability to communicate with customers about the proper documents and information needed to obtain a particular loan., • Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA., • Demonstrated customer service skills, • Strong relationship development and management skills, • Expertise of general lending products and overall mortgage industry., • This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, Education: • Bachelor's/University degree or equivalent experience

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. Job responsibilities • Coaches and mentors the branch team by providing training on products and services., • Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services., • Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts., • Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships., • Builds role as the internal and external mortgage expert and maintains good relationships with customers., • Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. Required qualifications, capabilities, and skills • Bachelor's degree or equivalent work experience in sales and/or real estate, • 3+ years of mortgage lending and proven sales experience in retail banking, • Knowledge of real estate market in local area, • Excellent written and oral communication skills, • Knowledge of FHA, VA, FNMA, and FHLMC guidelines Preferred qualifications, capabilities, and skills • FHA/VA sales experience, • Marketing, promoting, relationship building, and consulting skills, • Intermediate PC skills in a Windows environment Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx. 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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction.

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 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. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities • Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment., • Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations., • Engage in clear, polite, consultative communication to understand and help clients, building trust ask questions and listen to understand, anticipate their needs., • Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want., • Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs., • Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills • 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results., • Ability to create memorable experiences for our clients elevate the client experience., • Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs., • Ability to quickly and effectively resolve client issues with attention to detail providing consistent client experience., • Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training., • High school degree, GED, or foreign equivalent., • The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided., • Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills • College degree or military equivalent., • Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. 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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction.

Wintrust Mortgage was founded in 1981 to help customers achieve the American dream of homeownership and has since successfully navigated the ever-changing real estate market. As a full-service, federally chartered lender with offices located across the country, we're dedicated to providing customers with a wide range of mortgage products and have the capability to lend in all 50 states. Wintrust Mortgage is part of Wintrust, a financial services company with more than $66 billion in assets. Why join us? • An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 9 years) and Employee Recommended award by the Globe & Mail (past 6 years), • Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few, • Family-friendly work hours, • With 175+ community bank locations, we offer opportunities to grow and develop in your career, • Promote from within culture Why join this team? • We have a culture that encourages an entrepreneurial spirit, • We offer multiple opportunities for development and upward mobility Position Summary: • An employee in this position procures new mortgage transactions for the bank. The primary responsibility is to bring in new loan requests into the bank for processing. The Loan Originator is the primary contact for the loan applicant. Essential Duties and Responsibilities: • The Loan Originator assembles and reviews a new application and matches the applicant with a mortgage program. The file is handled by the Mortgage Originator until it is time to request loan documents and closing is scheduled. By turning in the file at this point, the Loan Originator is able to go out and generate new business., • The Loan Originator assists the borrower in determining the proper loan program, completing the loan application, and gathering the required supporting documentation to begin the loan process., • Conducts preliminary underwriting reviews., • Remains front-line contact with the borrowers., • A credit report is obtained and analyzed by the Loan Originator., • The Loan Originator is heavily involved with the client during the application and closing process., • Develops referral relationships with realtors, builders, bankers, and other sources in order to proactively solicit new business. Qualifications: • Minimum two years of mortgage loan origination experience, • Thorough knowledge of pricing and underwriting requirements of various mortgage products and programs., • Knowledge of residential mortgage processing, underwriting, and closing procedures., • Thorough knowledge of federal lending regulations governing real estate lending, such as Truth-in-Lending, RESPA, and others., • Ability to analyze financial information., • Excellent interpersonal and communication skills required., • A pleasant and professional demeanor is essential., • Work requires sound judgment and diplomacy., • Outlook proficiency required., • Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E Act of 2008, • Ability to travel Benefits: Medical Insurance Dental Vision Life insurance Accidental death and dismemberment Short-term and long term Disability Insurance Parental Leave Employee Assistance Program (EAP) Traditional and Roth 401(k) with company match Flexible Spending Account (FSA) Employee Stock Purchase Plan at 5% discount Critical Illness Insurance Accident Insurance Transportation and Commuting Benefits Banking Benefits Pet Insurance Compensation: The minimum estimated hourly rate for this role is $15.00, along with eligibility to earn monthly commissions. Actual pay rate may vary based on several factors, such as a candidate's location, qualifications, skills, and experience. From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve. At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local come join our team! Position Overview: Apollo Global Management seeks a Residential Mortgage Transaction Manager, Associate for its El Segundo, CA based headquarters. This new role reflects the expansion of Apollo's Residential Mortgage platform, with a focus on residential transition loans (RTL), single-family rental (SFR), land banking and other residential mortgage loans. The Associate will own post-closing transaction management and surveillance across the book, working closely with internal teams and external clients to support the daily demand of Residential Mortgage business. The role will require advanced skills in Excel and general fluency with residential and commercial contracts, comfort reconciling large servicer data files against bank-account activity, mortgage loan documents, remittance reports, funding schedules, and agreements. This is an excellent opportunity for a detail-oriented professional with a strong foundation in real estate finance who thrives in a fast-paced, collaborative environment. Position requires in office four days per week. Primary Responsibilities: • Develop and execute counterparty surveillance procedures to monitor seller, servicer, and originator performance and compliance with transaction agreements, • Monitor portfolio performance, identify collateral and servicing exceptions, and enforce repurchase and buyback rights when applicable, • Oversee the monthly remittance and waterfall review process, validating cash flows, payment allocations, and servicing calculations, • Reconcile monthly servicer remittance reports against bank and collection accounts, • Monitor controlled deposit, collection, and reserve accounts to confirm sweeps, identify misdirected funds, and flag custodial or DACA irregularities, • Conduct detailed reviews of Residential Transitional Loan (RTL) draw requests to ensure compliance with loan terms and funding requirements, • Partner with internal stakeholders, including Accounting, Operations, and Back office in setting up new investments and ensure accurate reporting in trade booking software, • Monitor facility-level triggers and covenants-including delinquency and credit event triggers, sponsor financial covenants, and amortization or cash-trap events and escalate actual or approaching breaches to deal terms and management, • Provide analytical support, risk management, and operational oversight to meet servicing requirements, • Research and resolve loan-related issues by collaborating across departments, • Support management with special projects, process improvement initiatives, and other responsibilities Qualifications & Experience: • Bachelor's degree in business, finance, or a related field (or equivalent work experience), • 35 years of relevant experience in loan servicing, mortgage operations, or real estate finance, • Proficiency in Microsoft Office, • Excellent written and verbal communication skills, • Self-starter who thrives in a dynamic environment and requires minimal supervision, • Strong organizational, problem-solving, and analytical skills with a high attention to detail, • Ability to build effective relationships and collaborate across departments, • Knowledge of real estate finance, investments, accounting, and insurance principles preferred. The annual full time base salary range for this role is $125,000.00 - $140,000.00. Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans. SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. Job responsibilities: • Coaches and mentors the branch team by providing training on products and services., • Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services., • Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts., • Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships., • Builds role as the internal and external mortgage expert and maintains good relationships with customers., • Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. Required qualifications, capabilities, and skills: • Bachelor's degree or equivalent work experience in sales and/or real estate, • 3+ years of mortgage lending and proven sales experience in retail banking, • Knowledge of real estate market in local area, • Excellent written and oral communication skills, • Knowledge of FHA, VA, FNMA, and FHLMC guidelines Preferred qualifications, capabilities, and skills: • FHA/VA sales experience, • Marketing, promoting, relationship building, and consulting skills, • Intermediate PC skills in a Windows environment Federal deposit insurance act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx. 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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction.

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 a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first. You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success. You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. Job responsibilities • Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence., • Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments., • Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust., • Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation., • Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry., • Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community., • Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures. Required qualifications, capabilities, and skills • You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture., • You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles., • You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success., • You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently., • You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies., • You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and exciting for everyone involved., • You have 2+ years of management, Retail Banking, or equivalent Chase leadership experience., • You have a high school degree, GED, or foreign equivalent., • You have the ability to work branch hours including weekends and evenings. Preferred qualifications, capabilities, and skills • You have a college degree or military equivalent. Training and Travel Requirement • You'll successfully complete our Branch Manager Training Program before being considered for placement as a Branch Manager., • You'll need to be able to travel as required for in-person training and meetings; some travel may be out-of-state. Dodd Frank and Safe Act: This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. 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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Wells Fargo is seeking a Mortgage Retail Sales Coordinator (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role you will: • Support the Mortgage Retail Sales team with administrative, marketing, and sales tasks, • Build or maintain relationships with current and prospective customers, • Perform administrative, transactional, operational, or customer support tasks related to mortgage sales, • Receive direction from consultants or managers related to Mortgage Retail Sales functional area, • Interact with customers and individuals within the Mortgage Retail Sales functional area on a wide range of information related to mortgage sales, selling process, etc. Required Qualifications: • 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: • Excellent verbal, written, and interpersonal communication skills, • Mortgage industry experience, • Customer service experience, • A BS/BA degree or higher, • 6+ months of experience navigating multiple computer systems, applications and utilizing search tools to find information, • Knowledge and understanding of business development and marketing Job Expectations: • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date., • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary. Pay Range: $20.00 - $27.69 Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. • Health benefits, • 401(k) Plan, • Paid time off, • Disability benefits, • Life insurance, critical illness insurance, and accident insurance, • Parental leave, • Critical caregiving leave, • Discounts and savings, • Commuter benefits, • Tuition reimbursement, • Scholarships for dependent children, • Adoption reimbursement We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact. The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual. Responsibilities: • Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills., • Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling., • With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions., • Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc., • Master referral opportunities to grow portfolio., • Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities., • Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.), • Organize client events to enhance client bonding., • Acquire new clients through converting referral leads, • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures., • Ensure that KYC/AML and other compliance norms are strictly adhered., • Partner with all roles on branch team to ensure all clients have a positive in-branch experience., • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: • 5-8 years of experience., • Strong analytical and financial skills., • Strong verbal and written communication skills., • Organized with strong attention to details., • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred., • Basic understanding of investment and financial planning strategies preferred., • Must be a self-starter, problem solver and a goal-oriented team player able to work without direction., • Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. Must meet ALL US FINRA Registration requirements within 150 days of starting in the role., • Insurance Group 1 required. Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role., • Bilingual in Mandarin and English a plus, • This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. Education: • Bachelor's/University degree or equivalent experience Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers. Responsibilities: • Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals., • Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history., • Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution., • Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives, • Advise customers about the consequences, risks, and benefits of alternative lending solutions., • Promote Citi's brand, and promote Citi as the provider for lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers., • Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors., • Work as a team with all internal partners to support and grow our customers., • Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals., • Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters., • Work with Processors/Closers and customers to ensure the timely closing of the customer's loan., • Go outside to key referral relationships (Realtors, CPA's, Builders, etc). to drive mortgage business into the bank., • Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc., • Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals, • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: • 2-5 years relevant experience, • 3+ years previous mortgage sales experience required, • Residential Mortgage experience required, • Established book of business, • Proven product sales capability is required., • FHA/VA & conventional loan experience is preferred, • The ability to comprehend and explain financial calculations and pricing alternatives., • The ability to communicate with customers about the proper documents and information needed to obtain a particular loan., • Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA., • Demonstrated customer service skills, • Strong relationship development and management skills, • Expertise of general lending products and overall mortgage industry., • This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, Education: • Bachelor's/University degree or equivalent experience

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual. Responsibilities : • Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills., • Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling., • With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions., • Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc., • Master referral opportunities to grow portfolio., • Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities., • Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.), • Organize client events to enhance client bonding., • Acquire new clients through converting referral leads, • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures., • Ensure that KYC/AML and other compliance norms are strictly adhered., • Partner with all roles on branch team to ensure all clients have a positive in-branch experience., • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications : • 5-8 years of experience., • Strong analytical and financial skills., • Strong verbal and written communication skills., • Organized with strong attention to details., • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred., • Basic understanding of investment and financial planning strategies preferred., • Must be a self-starter, problem solver and a goal-oriented team player able to work without direction., • Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. Must meet ALL US FINRA Registration requirements within 150 days of starting in the role., • Insurance Group 1 required. Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role., • This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. Education : • Bachelor's/University degree or equivalent experience Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

Los Angeles, California, United States The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers. Responsibilities: • Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals., • Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history., • Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution., • Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives, • Advise customers about the consequences, risks, and benefits of alternative lending solutions., • Promote Citi's brand, and promote Citi as the provider for lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers., • Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors., • Work as a team with all internal partners to support and grow our customers., • Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals., • Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters., • Work with Processors/Closers and customers to ensure the timely closing of the customer's loan., • Go outside to key referral relationships (Realtors, CPA's, Builders, etc). to drive mortgage business into the bank., • Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc., • Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals, • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: • 2-5 years relevant experience, • 3+ years previous mortgage sales experience required, • Residential Mortgage experience required, • Established book of business, • Proven product sales capability is required., • FHA/VA & conventional loan experience is preferred, • The ability to comprehend and explain financial calculations and pricing alternatives., • The ability to communicate with customers about the proper documents and information needed to obtain a particular loan., • Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA., • Demonstrated customer service skills, • Strong relationship development and management skills, • Expertise of general lending products and overall mortgage industry., • This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, Education: • Bachelor's/University degree or equivalent experience

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. Job Responsibilities • Coaches and mentors the branch team by providing training on products and services., • Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services., • Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts., • Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships., • Builds role as the internal and external mortgage expert and maintains good relationships with customers., • Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. Required Qualifications, Capabilities, and Skills • Bachelor's degree or equivalent work experience in sales and/or real estate, • 3+ years of mortgage lending and proven sales experience in retail banking, • Knowledge of real estate market in local area, • Excellent written and oral communication skills, • Knowledge of FHA, VA, FNMA, and FHLMC guidelines Preferred Qualifications, Capabilities, and Skills • FHA/VA sales experience, • Marketing, promoting, relationship building, and consulting skills, • Intermediate PC skills in a Windows environment Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. 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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction.

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. Job responsibilities • Coaches and mentors the branch team by providing training on products and services., • Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services., • Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts., • Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships., • Builds role as the internal and external mortgage expert and maintains good relationships with customers., • Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. Required qualifications, capabilities, and skills • Bachelor's degree or equivalent work experience in sales and/or real estate, • 3+ years of mortgage lending and proven sales experience in retail banking, • Knowledge of real estate market in local area, • Excellent written and oral communication skills, • Knowledge of FHA, VA, FNMA, and FHLMC guidelines Preferred qualifications, capabilities, and skills • FHA/VA sales experience, • Marketing, promoting, relationship building, and consulting skills, • Intermediate PC skills in a Windows environment Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. 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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction.

About this role: Wells Fargo is seeking an CA-WA Mortgage Retail Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role you will: Participate in soliciting residential mortgages from various sources Produce high quality loans which are compliant and provide excellent customer service Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Mortgage Retail Sales functional area, policies, procedures, compliance requirements, and generating loans Understand real estate appraisals, title reports, and real estate transactions Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education Desired Qualifications: Basic Microsoft Office skills Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources Excellent verbal, written, and interpersonal communication skills Mortgage industry experience Knowledge and understanding of sales prospecting and generating referrals Experience developing and cultivating professional relationships Customer service experience Job Expectations: This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Ability to lift 20+ pounds Reliable transportation Ability to work nights, weekends, and/or holidays as needed or scheduled Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $0.00 - $0.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 19 Sep 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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 a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first. You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success. You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. Job responsibilities • Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence., • Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments., • Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust., • Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation., • Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry., • Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community., • Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures. Required qualifications, capabilities, and skills • You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture., • You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles., • You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success., • You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently., • You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies., • You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and exciting for everyone involved., • You have 2+ years of management, Retail Banking, or equivalent Chase leadership experience., • You have a high school degree, GED, or foreign equivalent., • You have the ability to work branch hours including weekends and evenings. Preferred qualifications, capabilities, and skills • You have a college degree or military equivalent. Training and Travel Requirement • You'll successfully complete our Branch Manager Training Program before being considered for placement as a Branch Manager., • You'll need to be able to travel as required for in-person training and meetings; some travel may be out-of-state. Federal Deposit Insurance Act This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Dodd Frank and Safe Act: This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel atall from Day One. Originates mortgage loans in an assigned metropolitan territory. Takes applications, conducts preliminary underwriting reviews, submits loan applications to processing and underwriting for approval. Follows-up to ensure that documents required for processing, underwriting, and closing are secured in a timely manner from appropriate sources. Incumbents are customarily and regularly engaged in making and soliciting loan sales and conducting sales-related activities away from U.S. Bank locations. Incumbents are expected to spend at least 50% of their time conducting their activities away from U.S. Bank locations. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. Basic Qualifications- High school diploma or equivalent- Minimum one year of mortgage, sales, real estate, or banking experience- Ability to travelPreferred Skills/Experience- Well-developed sales ability- Basic knowledge of pricing and underwriting requirements of various mortgage insurance companies- Working knowledge of underwriting requirements for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors- Basic knowledge of local, state and national laws (e.g. zoning ordinances, Truth-in Lending, RESPA, energy audit requirements, etc.)- Ability to work independently- Ability to analyze financial information- Excellent verbal and written communication skills -This position also requires 2 or more hours of driving per week- add to all internal and external postings. -Established referral base within assigned market preferred -2 years of mortgage loan origination experience with proven results -This role is posted as remote; however, candidates who are located near any one of our locations would be required to work on site at least three days per week. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: • Healthcare (medical, dental, vision), • Basic term and optional term life insurance, • Short-term and long-term disability, • Pregnancy disability and parental leave, • 401(k) and employer-funded retirement plan, • Paid vacation (from two to five weeks depending on salary grade and tenure), • Up to 11 paid holiday opportunities, • Adoption assistance, • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.