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Application Deadline: 11/29/2026 Address: 801 Clement St. Job Family Group: Retail Banking Sales & Service Acts as the primary client contact to uncover financial needs and provide holistic banking and investment solutions in compliance with regulatory and compliance policies. Works collaboratively in the market with BMO partners, COIs, and the community to build relationships and deliver the desired customer experience, with a focus on new client acquisition, growing overall AUM (e.g. deposits and investments), and increasing investment penetration within portfolio. • Takes a consultative approach to relationship building and uncovering financial opportunities while developing recommendations by taking a financial planning approached. Provides financial advice, guidance, and solutions through a defined banking and investment solution set (e.g. simplified advisory accounts, annuities, mutual funds, 529s, and life insurance)., • Collaborates with Financial Advisor, as appropriate, for clients with more complex financial needs., • Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities., • Makes recommendations on products, pricing, and services; connects customer with experts based on financial decisions, • Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition., • Introduces and guides clients to use digital platforms and promotes adoption of digital features., • Develops, maintains and executes a business plan, including sales strategies, to achieve sales objectives., • Identifies short and long-term value creation opportunities for target customer segments., • Actively participates in the community to identify prospects through relationship building efforts and identify centers of influence (e.g. law and accounting firms) and two-way referral relationships., • Coordinates outreach efforts for seminars, campaigns, or client events., • Cultivates strategic relationships with key client stakeholders to become a trusted advisor and influence long-term financial decisions., • Sources new revenue and investments through client acquisition and deepening existing relationships., • Delivers consistent client service using established playbook and guidelines., • Supports client onboarding, documentation, and service delivery., • Escalates complex or unresolved client situations and complaints., • Develops solid product knowledge and financial expertise for an assigned portfolio of products., • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders., • Builds effective relationships with internal/external stakeholders., • Monitors sales and service performance against plan to identify gaps and implements action plans that close performance gaps and resolve issues., • Provides individual and group training in order to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client., • Reviews credit applications to ensure sound credit granting principles; recommends remedies to maintain acceptable asset and credit quality., • Follows security and safeguarding procedures and applies due diligence in accordance with Bank’s policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation., • Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures., • Executes work to deliver timely, accurate, and efficient service., • Executes quality customer review meetings for retention and relationship expansion purposes., • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus., • Exercises judgment to identify, diagnose, and solve problems within given rules., • Works independently on a range of complex tasks, which may include unique situations., • Broader work or accountabilities may be assigned as needed., • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: • Typically, 3+ years of relevant experience; post-secondary degree in related field of study preferred, not required., • Proven experience in a financial services organization demonstrating knowledge of banking products, associated services, pricing strategies, and profitability management., • SIE Exam, Series 6, 63, 65, state Life and Health insurance licenses required; Series 7, and 66 licenses preferred., • If licenses are not currently held, they are required within 120 days of the role start date., • Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies., • In-depth understanding of brokerage and insurance products., • In-depth knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning., • In-depth understanding of personal trust and investment management., • In-depth knowledge of client portfolio management., • Technical proficiency gained through education and/or business experience. Intermediate level of proficiency: • Financial Needs Discovery, • Product & Solution Design, • Investment, Insurance & Advisory Products Advanced level of proficiency: • Deposit & Cash Management, • Lending & Credit, • Prospecting & Acquisition, • Sales Strategy & Execution, • Advisory & Communication, • Client Onboarding, Experience & Retention, • Portfolio & Relationship Management, • Risk & Compliance, • Learning Agility, • Collaboration U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary: $65,000.00 - $140,000.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: _ About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at _ BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to _ and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Location: Remote (Must be licensed in California; San Francisco market focus) Compensation: Commission-based (competitive splits; optional base or draw depending on experience) We are seeking a motivated and customer-focused Loan Officer to join our growing team. This is a remote position, with a primary focus on serving clients in the San Francisco, CA. The ideal candidate is self-driven, knowledgeable in residential lending, and comfortable managing the loan process from application through closing in a virtual environment. Key Responsibilities • Originate residential mortgage loans, including Conventional, FHA, VA, and Non-QM products, • Build and maintain strong relationships with clients, real estate agents, and referral partners, • Guide borrowers through the loan application process and provide clear, timely communication, • Analyze borrower financials to recommend appropriate loan products, • Ensure all loan files meet federal, state, and investor compliance requirements, • Collaborate with processing and underwriting teams to ensure smooth and timely closings, • Stay up to date on lending guidelines, market trends, and interest rate changes Qualifications • Active California Loan Originator license (NMLS) required, • 2+ years of experience as a Loan Officer or Mortgage Loan Originator preferred, • Strong knowledge of mortgage products and underwriting guidelines, • Excellent communication, sales, and relationship-building skills, • Ability to work independently in a remote environment, • Proficient with loan origination systems and digital documentation tools What We Offer • 100% remote work environment, • Competitive commission structure with high earning potential, • Access to a wide range of loan products and competitive rates, • Marketing and operational support, • Flexible schedule with autonomy over your pipeline, • Growth opportunities within a scaling organization

Job Description You're a top-producing Loan Officer. Why is your ceiling still your own pipeline? Compensation: $80K–$220K base salary, with your starting salary set from your production history, plus commission on personal production and a branch override. Sign-on bonus available. PRMI is looking for an experienced Mortgage Loan Officer who wants to build a team and earn on its production, without giving up their own deals or getting stuck running operations. This isn't a desk-manager job. You keep originating. We supply the processing, underwriting, closing and back-office support so your time goes to production, recruiting and coaching. Why loan officers move to PRMI • Keep your book and add team income. You stay a producer and earn on your branch's results. Pay is based on your branch's profit and loss (P&L)., • No operations cleanup. A dedicated division support team handles processing and fulfillment, so you aren't the one fixing files., • Products to win more deals. Conventional, FHA, VA, USDA, jumbo, and programs with more than 40 state housing agencies, backed by a direct seller and servicer to Fannie Mae, Freddie Mac and Ginnie Mae., • A 28-year, multi-billion-dollar lender licensed in 49 states, with strong access to capital markets and modern loan origination technology., • Recognition that matters. Top producers earn award trips, plus full benefits: medical, dental, vision, 401(k), HSA and FSA, and paid time off. What you'll do • Keep originating purchase and refinance loans through your referral network., • Recruit, mentor and coach loan officers, a few hours a week and not all day., • Lead the branch's culture and performance, and grow the branch's P&L. You're a fit if you • Have about 3 years in retail mortgage origination with a steady track record., • Are an active, licensed Mortgage Loan Originator (NMLS). You hold a Principal Lending license, or can get one where your state requires it., • Have a strong referral network of real estate agents and builders., • Are a player-coach, senior LO or team lead ready for your own branch. Considering a move? Let's talk. Your conversation with us stays confidential. Equal Opportunity Employer.

Job DescriptionABOUT OUR COMPANY: The crushing weight of debt is something that we believe holds people back from reaching their dreams and making a splash in the world. So in 2013, after seeing our friends and family struggle with student loans, we created Splash Financial. Over the years, our mission has expanded to include helping people with other forms of debt - such as refinancing credit cards, which are at all time highs in the US. And we've been able to refinance $6+ Billion in loans through our network of Splash, powered credit union and bank partners who leverage our marketplace and automated loan processing technology. And we've raised over $135 million from investors like partners of DST Global, Citi Ventures, TruStage Ventures, Northwestern Mutual Future Ventures, Detroit Venture Partners, and more. But at our core, we're still that little company from Cleveland with a big dream: to make people more powerful than their debt and we're just getting started.. ABOUT OUR WORKPLACE: Splash is remote-first, and proud of it — though our collections team works in-person at our Arizona location. We spend our days simplifying financial products and getting them into the hands of people who need them most. Right now, we're focused on building financial technologies that fundamentally transform how the industry lends. Although Splash has been around since 2013, we still operate like a startup — fast-paced, nimble, and full of heart. We're good people who care deeply about doing meaningful work and we approach challenges with creativity, passion, and urgency. And to hire the best, we provide the best: great health insurance, competitive salaries, and unique benefits like quarterly meet-ups and access to engagement tools that keep us connected — even from afar. At Splash, everything we do is guided by our values: Own It – We take full accountability and follow through on commitments. Raise the Bar – We move fast, innovate faster, and push through barriers. Say the Hard Thing – We speak up with honesty, respect, and a desire to solve problems and make things better. Elevate Each Other – We win as a team by lifting each other up. These values show up in how we work and how we connect — whether we're collaborating on big projects or bonding over everyday moments. Yes, we even have Slack channels for #kids-and-pets and #food because we believe being human makes us better teammates. *To be considered, applicants must hold an active California DRE Real Estate Salesperson or Broker License with a Mortgage Loan Originator (MLO) License Endorsement, and must be verifiable in both the California DRE and NMLS databases. ABOUT THE ROLE: Splash Financial is seeking a motivated and customer-obsessed Mortgage Loan Officer (MLO) to join our growing Lending team. In this role, you'll serve as a trusted advisor to borrowers, guiding them through the mortgage process with empathy, clarity, and confidence. You'll play a key role in helping our customers achieve their financial goals while delivering an exceptional experience that reflects Splash's values. As we continue expanding into the mortgage space, you'll have the opportunity to help shape our strategy, influence new product offerings, and work cross-functionally with operations, product, and compliance teams. This is a unique chance to join a mission-driven fintech company at a pivotal moment in its growth journey. If you're passionate about helping people make smart financial decisions and enjoy a fast-paced, collaborative environment, we want to hear from you! WHAT YOU'LL DO AT SPLASH: • Advise customers on mortgage loan products and guide them through the end-to-end application and approval process., • Build and maintain strong relationships with borrowers, offering consistent and clear communication throughout their journey., • Collaborate with underwriting and processing teams to ensure timely and accurate loan closings., • Stay informed of lending regulations, market trends, and mortgage product updates to provide expert guidance., • Contribute feedback to help refine and improve Splash's mortgage processes, tools, and customer experience.WHAT YOU'LL BRING TO SPLASH:, • Must hold an active California DRE Real Estate Salesperson or Broker License with a Mortgage Loan Originator (MLO) License Endorsement, and must be verifiable in both the California DRE and NMLS databases., • 1+ years of experience in residential mortgage lending with a track record of meeting or exceeding performance goals., • Excellent interpersonal and communication skills, with a customer-first mindset., • Strong knowledge of mortgage products, regulatory requirements, and loan processing workflows., • Tech-savvy and comfortable using digital tools to manage leads, documentation, and customer interactions.COMPENSATION: The base pay range for this role is $35.90 to $44.50 per hour, based on market data and internal compensation practices. Final compensation will be determined by factors such as location, experience, and skill level. SPLASHERS ENJOY: • Fully remote work freedom (for most roles), • Competitive salary packages, • Flexible PTO + 9 company holidays, • Equity: Share in our start-up success, • Comprehensive and affordable insurance benefits, • Paid parental leave for both caregivers, • Essential modern equipment to get the job done, • Fully paid Claude subscription to supercharge your work, • 401(k) for your future savings, • Quarterly meet-ups: In person & virtual fun, • Awesome Splash swag to flaunt your team spirit Employment at Splash is based on individual merit. Opportunities are open to all, without regard to race, color, religion, sex, creed, age, handicap, national origin, ancestry, military status, veteran status, medical condition, marital status, sexual orientation, affectional preference, or other irrelevant factors. Splash is an equal opportunity employer. JOB OFFER & RECRUITMENT SCAM NOTICE At Splash Financial, we want candidates to feel confident and safe throughout the hiring process. Unfortunately, scammers sometimes pose as employers to trick job seekers into sharing personal information or money. PLEASE BE AWARE: • Splash Financial will never ask for payment, banking details, or cryptocurrency as part of our hiring process., • All legitimate job communications from Splash Financial will come from an @splashfinancial.com email address., • We do not conduct interviews solely via text message or chat apps., • Any offer of employment will be made only after a formal interview process and will be sent directly from Splash Financial.IF YOU RECEIVE A SUSPICIOUS MESSAGE:, • Do not respond or share personal information., • Do not click on unknown links or download attachments., • Report the message to careers@splashfinancial.com

Job Description Tired of losing deals to slow turn times and thin product menus? Compensation: $60K– 80K base salary + commission on funded loans. Sign-on bonus available. PRMI is hiring experienced Mortgage Loan Officers. We want originators who want to close more loans, keep their referral partners happy, and get paid well for it. Why loan officers move to PRMI • Close more of what you pull in. In-house processing, underwriting and closing teams move files fast, so your real estate agents and builders keep sending you business., • Products to win more deals. Conventional, FHA, VA, USDA, jumbo, and programs with more than 40 state housing agencies, backed by a direct seller and servicer to Fannie Mae, Freddie Mac and Ginnie Mae., • Room to grow. A clear path from loan officer to team lead to your own branch, if that's where you want to go., • A 28-year, multi-billion-dollar lender licensed in 49 states, with strong access to capital markets and modern loan origination technology., • Rewards. Competitive commission, award trips for top producers, and full benefits: medical, dental, vision, 401(k), HSA and FSA, and paid time off. You're a fit if you • Are a licensed Mortgage Loan Originator (NMLS) with 1+ years of retail origination., • Have relationships with real estate agents or builders, or you're ready to build them., • Want purchase business and a company that helps you get it. Considering a move? Let's talk. Your conversation with us stays confidential. Equal Opportunity Employer.

Become an integral part of a team that proudly supports vibrant and diverse neighborhoods by providing loans, investments, and services for low- and moderate-income households and communities nationwide! J.P. Morgan Chase's Community Development Banking (CDB) business is a national leader in community development finance for affordable housing and economic development projects. With our resources, CDB offers financing for projects of any size and complexity, including construction financing, bridge loans, acquisition loans, letters of credit to support bond transactions, direct bond purchases, and long-term permanent financing for Low Income Housing Tax Credit developments and workforce housing. CDB's clients include for-profit and not-for-profit developers, government entities engaged in housing and economic development, and community-based organizations. As a Community Development Banking Associate within our Commercial Real Estate team, your initial responsibility will be to provide support and assistance in the underwriting and approval process for acquisition, construction, and/or permanent loans sourced by originations colleagues. You will report to a CDRE Banker, but will support members of the originations and risk teams. Job Responsibilities • Gather, analyze, and maintain client, sponsor, and deal information, including system updates and record completeness., • Support pitch preparation by helping evaluate deal terms, project budgets, market context, development team, and overall economics., • Prepare LOIs/term sheets and related client documentation in partnership with the Credit Originator., • Build draft profitability models and partner with the originations team to finalize outputs., • Coordinate due diligence collection, organization, and checklist tracking across shared folders and workstreams., • Facilitate appraisals and third-party reports by managing information flow and communicating costs/timelines, and next steps., • Coordinate internal stakeholder communications (e.g., Credit, CRELA, Legal, and other partners) to support onboarding and closing readiness., • Collect and review required documentation and coordinate KYC initiation and data submissions., • Track sponsor exposure, pipeline activity, allocations, deal status updates, and production reporting inputs., • Monitor deal progress and escalate issues that may impact closing or conversion timelines. Required Qualifications, Capabilities and Skills • Experience in community development real estate lending or investing with a focus on affordable housing., • Demonstrated underwriting expertise in Low Income Housing Tax Credits (LIHTC), subordinate/public subsidy layers, and construction/permanent financing structures., • BA/BS degree, • Strong analytical and financial modeling skills; capacity to synthesize complex information and assess risk, • Track record of managing multiple transactions and deadlines with disciplined project management and follow through, • Ability to interact favorably in person and on the telephone with prospects, clients, consultants, government agency staff, and legal counsel, • Ability to work as a member of a team and adjust priorities as necessary to achieve team, as well as individual, goals, • Excellent organizational, written, and verbal communication skills, • Commitment to the CRA mission and familiarity with how lending activities support community impact goals., • Strong PC skills; proficient in MS Word, Excel, PowerPoint, and Outlook Preferred Qualifications, Capabilities and Skills • Knowledge of standard bank credit policies and loan administration procedures, • Active industry engagement through conferences, associations, junior boards, • Some experience closing complex, multi-layered capital stacks with tax credits, bonds, and multiple subsidy sources. 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.

NMLS-licensed mortgage loan originator with hands-on experience in originating a wide range of loan products. As a Mortgage Loan Originator on our Sales team,. For the Sage Home Loans website.

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.

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Citi has many locations across the United States and is looking for top talent. If you see this posting but don't see a location that works for you, feel free to apply and a recruiter will reach out to you to review your options. Job Responsibilities: • Build relationships with new clients with the goal of bringing in new bank and brokerage assets, • Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills, • Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments, • Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research, • Master referral opportunities to grow portfolio, • Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.), • Acquire new clients through converting referral leads, • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures, • Ensure strict adherence to KYC/AML and other compliance norms, • 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 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, • Regularly assume an informal/formal leadership role within teams, including coaching and training new recruits Qualifications and Skills: • 5-8 years of experience serving in a financial advisory capacity, • Experience in a proactive, successful sales and service role in the financial services industry, • Strong analytical and financial skills, • Strong verbal and written communication skills, • Organized with strong attention to detail, • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in 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, • Securities Industry Essentials SIE, Active Series 7, 66 (or 63 and 65) licenses, • Group 1 Insurance License, • 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: San Francisco California United States Primary Location Full Time Salary Range: $70,000.00 - $200,000.00 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: Sep 09, 2026 We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details. Illinois residents AI Notice and Right 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.

Come to work for a company you can be proud to work for...and enjoy fantastic, comprehensive benefits. The hiring range for this opportunity is $31.00 to $41.00 per hour along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience. Position Summary - Senior Business Banker I and II As a Senior Business Banker you exemplify our vision of a community-focused financial institution. Along with your branch leader, you represent Tri Counties Bank professionally in the local market, initiating contact with prospective customers. Your business acumen and interpersonal skills active listening, insightful questioning, building rapport enable you to drive productive dialog with current and potential business banking customers about their operations and the lending, treasury, and merchant services benefits we offer. Your visibility in the community elevates awareness of the Bank and builds our network of current and future customers. Major Responsibilities - Senior Business Banker I and II • Reach out and engage the local business community and proactively develop business and community relationships. Represent the bank at civic/government, industry, and community functions., • Proactively engage in quality conversations with new and existing customers to discover their business and personal goals in order to individually understand their current and future needs., • Share knowledge of ways that small business customers can save money, make more money, or make their banking more convenient by utilizing Tri Counties Bank services and products., • Employ appropriate solutions for small business customers and their employees. Follow through and honor commitments to ensure their financial needs and goals are fulfilled., • Prepare a calling plan for each new business prospect in conjunction with the strategic business development program., • Partner with Branch Manager to develop and implement promotional sales campaigns, cross-sell plans and tele-consulting activities., • Be a leader by living the One Team concept which includes personal joint calling efforts by collaborating with business partners to acquire, expand, and retain business customer relationships., • Coach and develop branch team members on product knowledge, relationship building, partner collaboration, and skill development. Other Responsibilities - Senior Business Banker I and II • Maintain accurate sales records and regularly reviews sales results with Branch Manager and prepare an action plan taking appropriate steps to meet/exceed sales objectives., • Maintain an awareness of competitive products, practices, rates, and changes in market area., • Maintain a current understanding of Bank policies and procedures., • Maintains a current understanding of Bank policies and procedures in compliance with all federal and state laws, including but not limited to Bank Secrecy Act (SARs, CIP, OFAC), Information Security (GLBA), Identity Theft Red Flags, Financial Elder Abuse Reporting, and any other applicable regulations that may be specific to your job duties., • Assist other team members in non-primary assigned duties whenever necessary and perform other work-related duties as assigned. Education, Experience and Other Skills Required for a Senior Business Banker I and II • High school diploma or GED required., • Demonstrated sales and marketing experience with a track record of exceptional customer service and proven high performance., • Business to business sales or financial services sales experience., • Business financial analysis experience preferred, • Exceptional organizational, verbal and written communication skills., • Able to be registered as a mortgage loan originator (MLO) in the Nationwide Mortgage License System and Registry (NMLS). Education, Experience and Other Skills Required for a Senior Business Banker II • All skills listed above and:, • 5 Years of Business-to-business sales or Business Banking financial services sales experience., • 5 Years of Business Lending Experience, processing loans and lines up to $500,000 preferred. Company Profile Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability. Tri Counties Bank is dedicated to providing exceptional service for individuals and businesses throughout California with more than 75 locations, advanced mobile and online banking, and access to approximately 40,000 surcharge-free ATMs nationwide. Tri Counties Bank is an Affirmative Action and Equal Opportunity Employer, Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Age/Disability/Veteran.

The Business Banker is responsible for proactively sourcing, acquiring, expanding, and retaining customer relationships by maximizing sales opportunities in an assigned Area, growing and retaining a book of business, and ensuring a world-class customer experience for all current and prospective clients. Individuals in this role are Subject Matter Experts (SME) on Deposit, Credit, and Cash Management products and support their assigned area branches end to end. Lead as the subject matter expert across a broad sales Area of assigned branches, which comprise of branch stakeholders and other Area partners (e.g. Wealth Management, Mortgage) Partner with cross retail segment Area peers spanning Wealth Management, Consumer and Mortgage and initiate collaboration to optimize relationships to execute sales plan Accountable to scorecard metrics and KPI's as defined by Senior Management Support the development of small business knowledge and skills to assigned branch Area team through execution of joint sales activities, ongoing training, and identifying referral opportunities Call on your assigned book of high valued clients, to deepen the relationship and retain their business, while owning, responding to, and proactively uncovering future needs, roadblocks, or risks for the business to achieve their goals Educate and introduce clients to the appropriate products and services that fit their needs and grow both the balance and revenue of your portfolio Manage credit requests up to $250K, and work closely with Sr. Business Bankers on lending relationships over $250K Develop and execute an integrated and comprehensive sales plan to achieve scorecard results, drive acquisition of new to bank clients and target industry/sectors maximizing the highest potential across designated territory Adhere to sales management routines, sales practices and protocols for Business Banking to ensure compliance with all policies and procedures. Proactively manage portfolio of assigned high value clients. Expand business banking customer relationships by identifying needs and maximizing opportunities while ensuring customer satisfaction and retention. Foster teamwork and Business Banking knowledge in all assigned branches to ensure a positive customer experience. Be accountable to client service scores. Collaborate with Consumer and Wealth business partners to deepen client relationships. Work closely with the credit/risk team and Branches to facilitate loan closings, including pipeline management, loan escalations / appeals and advocacy, application quality and pricing issues. Strictly adhere to internal control policies such as the account opening and credit protocols of accurate collection, completion and updating of all required documentation. 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. 5-8 years of experience, preferably 2-5 years banking experience or 2-3 years in Business Banking Exceptional consulting skills; ability to probe, listen, clarify and present information to advance sales transactions, deepen relationships Demonstrate analytical skills and ability to assimilate complex financial and company operating information Professional presentation skills Strong working knowledge of credit structuring and processing; credit trained preferred Highly effective communication and influence skills Customer oriented and responsive Superior organizational skills Excellent business development skills 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, 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 Bachelor's/University degree or equivalent experience Commercial and Business Sales Retail Business/Citi Business Full time Alameda California United States $98,960.00 - $148,440.00 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. Sep 24, 2026 We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details. Illinois residents AI Notice and Right 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.

Join a mission-driven team that helps expand access to Affordable and Workforce housing across communities. You'll partner with experienced commercial real estate professionals to deliver tailored financing solutions for impactful developments. If you thrive in complex deal execution and client leadership, this role offers visibility, ownership, and meaningful outcomes. As a Credit Originator (CO) within Community Development Banking (CDB), you will oversee and promote the new loan origination process for CDB clients and leverage deep Affordable and Workforce housing expertise to deliver best-in-class financing solutions. You will evaluate and structure opportunities, lead deal teams through execution, coordinate credit approvals, and ensure compliance with underwriting standards and credit approval requirements. You will work with a diverse client base including developers, investors, owners, operating companies, investment funds, Housing Authorities, and non-profit organizations. You will partner closely with Client Executives, Primary Credit Officers (PCOs), Credit Executives/Risk, Legal, Closers, Construction Management, Portfolio Management, and internal product partners. Job Responsibilities • Lead end-to-end origination and execution across Affordable and Workforce housing transactions, • Evaluate and structure new loan opportunities, identifying key strengths, risks, and mitigants, • Serve as an advisor to clients on credit structuring products and solutions; maintain strong client engagement through client/property visits and industry events, • Coordinate the pitch and credit approval process in conjunction with PCOs and Credit Executives; present proposed transactions to senior management and clearly articulate recommended credit decisions, • Prepare LOIs, term sheets, and negotiate loan documentation; coordinate the closing process and due diligence review CDB, • Lead checklist/closing calls; engage counsel as point of contact; negotiate key requirements with other funders and address LIHTC/Bond/soft lender requirements and compliance., • Coordinate with Risk, Closing, Construction Management, ASG, ERM, Insurance, and other partners to set the framework for credit analysis, confirm deliverable quality, and drive timely execution., • Lead the debt delivery process and "own" the client experience as the primary client contact throughout the credit originations process, • Lead the internal post-close hand-off call with CRELA to ensure construction/disbursement deal terms are communicated appropriately CDB., • Act as primary point of contact for clients and other funders regarding credit-related issues and ongoing requests (e.g., modifications, extensions, amendments, payoffs, collateral releases), coordinating with PCO and Client Executive as applicable CDB., • Mentor analysts/associates; endorse work product, serve as escalation point during credit analysis and execution, and support development of credit analysis and structuring skills. Required Qualifications, Capabilities and Skills • Minimum 7 years of commercial banking/lending experience, including extensive credit, structuring, closing, and loan documentation experience, • Commercial Real Estate credit and underwriting experience required, • Excellent communication skills and ability to present well-reasoned recommendations to senior management, • Strong interpersonal skills to interact with clients and internal partners, • Significant accounting and finance knowledge; strong real estate fundamentals, • Strong analytical and business writing skills, • Proficiency with Microsoft Word, Excel, and PowerPoint, • BA/BBA Degree Preferred Qualifications, Capabilities and Skills • Completion of a major corporate banking credit training program, • MBA, • Knowledge of JPMorganChase (or similar bank) policies and procedures JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

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. About Us 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 About the Team 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.

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 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., • 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., • Build and maintain relationship with clients, Bank Teams, Wealth Advisors and support teams to drive new business and retention of mortgage lending and bank deposits and investments, • Introduce Citi Wealth Teams (bankers, wealth advisors, small business) to self-sourced clients and work together to expand / deepen relationships, and work together on strategic plans to acquire new clients, • 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 and represent Citi at industry events as a subject matter expert. Qualifications: • 5-8 years of experience, • Residential Mortgage experience required, • 1+ year previous sales, credit and/or finance experience required, • 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, • Self-motivated and able to work independently, • 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

Job DescriptionIntro description: Legalist is a tech-enabled alternative asset manager that uses proprietary data-driven origination to invest in uncorrelated legal and government-payment assets. Founded out of Y Combinator in 2016, Legalist manages over $1.7 billion for endowments, foundations, and family offices. We are seeking an experienced private credit originator to source and term sheet lending opportunities for lower middle-market companies. This individual will be responsible for developing new borrower and intermediary relationships, managing the lending process through executed term sheets, and becoming a trusted financing partner within our target markets. The ideal candidate has an established network of referral sources and borrowers and has demonstrated success originating asset-based, cash flow, or specialty finance transactions in the $5 million to $50 million range. Responsibilities • Source new lending opportunities through direct borrower outreach and referral networks., • Develop relationships with investment banks, commercial banks, private equity sponsors, consultants, accountants, attorneys, and other intermediaries., • Lead initial borrower discussions and determine strategic fit., • Structure financing solutions that satisfy borrower needs while meeting fund investment objectives., • Prepare and negotiate indicative terms, letters of intent, and term sheets., • Maintain an active pipeline of qualified lending opportunities and provide accurate forecasting., • Develop long-term relationships that generate repeat business and referrals., • Work collaboratively with investment professionals to ensure a smooth transition from origination through closing. Qualifications • 10+ years of experience originating commercial lending or private credit transactions., • Demonstrated history of originating loans in the $5 million to $50 million range., • Proven ability to execute a high annual volume of term sheets and maintain a robust pipeline., • Established network of borrower, intermediary, sponsor, and banking relationships., • Strong understanding of credit structures, collateral, loan documentation, and commercial finance., • Excellent negotiation and relationship management skills., • Ability to work independently while collaborating closely with underwriting and portfolio management teams. Preferred Experience Experience in one or more of the following: • Direct lending, • Private credit, • Asset-based lending, • Specialty finance, • Commercial banking, • Structured finance

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. Track record of loan originations and/or deep relationships with developers, property owners, and mortgage brokers. You’ll source, originate and close

NMLS-licensed mortgage loan originator with hands-on experience in originating a wide range of loan products. As a Mortgage Loan Originator on our Sales team,. For the Sage Home Loans website.

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South San Francisco, California Outside Sales Representative Pay from $80,000 to $110,000 per year Uline, a name millions of businesses across North America know and trust, is looking for an experienced Outside Sales Representative to build our growing South San Francisco, California market.Your rol

Start Making Money Right AWAY!!!Earn the Highest Commissions in the Industry!!! Indoor Media, the leader in grocery store multi-channel advertising is seeking to immediately hire qualified Sales Representatives.Work locally with no overnight travel and build the book of business you want while earni

At TaxRise, we don’t just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty.Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients.Join us

We are looking for a Sales Development Representative to join our US team!.Are you a driven Business Developer who thrives on opening doors, building relationships, and creating new business opportunities? .Do you enjoy turning prospecting into meaningful conversations that drive pipeline growth?.S

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