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Job Description NY Mortgage Loan Originators — NYC Branch (In-Office / Hybrid) The Funding Store is expanding our New York City branch and looking for NY Mortgage Loan Originators who want to close more, faster, with real support behind them. Who we’re looking for Active NMLS license (NY authority required; MU4 in good standing) 2+ years originating residential mortgages in the NYC market A book of referral relationships (realtors, past clients, attorneys) you want to grow, not restart Comfortable with co-ops, condos, and jumbo/high-balance files common to the five boroughs. What we offer - The Most Competitive Commission Split in NY — 60% of the Broker fee to the MLO (1099) with Tiers and No Caps. Paid within 24 hours of loan funding. Leads provided with marketing support on top of your own pipeline. Fast turn times so you stay in front of clients, Access to 30+ NY Lenders — with the products to actually win deals, from first-time buyers to jumbo. A branch that treats you like a partner, not a number. Why us? We run files hands-on, one point of contact from application to closing. That reputation is why our clients and referral partners come back — and it’s the same standard we bring to supporting our originators. Ready to talk? Send your resume and NMLS # or message me directly. All conversations confidential. \nCompany Description The Funding Store consists of Licensed Mortgage Loan Originators with at least 10 years of experience in the mortgage business, with an average funded loan volume of $25 Million per year. The company was founded in 2010. At the time of establishment, the mortgage industry had experienced transition as a result of predatory lending and deceptive mortgage practices. Revisions to licensing laws along with additional education and test requirements were embraced and The Funding Store emerged as a core group of honest and ethical mortgage professionals. Priding ourselves on our knowledge of the most up to date mortgage guidelines, you can trust us with any mortgage needs in New York, Vermont, and Florida. The Funding Store consists of Licensed Mortgage Loan Originators with at least 10 years of experience in the mortgage business, with an average funded loan volume of $25 Million per year. The company was founded in 2010. At the time of establishment, the mortgage industry had experienced transition as a result of predatory lending and deceptive mortgage practices. Revisions to licensing laws along with additional education and test requirements were embraced and The Funding Store emerged as a core group of honest and ethical mortgage professionals. Priding ourselves on our knowledge of the most up to date mortgage guidelines, you can trust us with any mortgage needs in New York, Vermont, and Florida.

Job Description We currently have multiple openings for Mortgage Loan Originators. Opportunities span across all of our seven counties including Ulster, Dutchess, Orange, Rockland, Sullivan, Putnam and Westchester. This role involves working with attorneys, realtors, and other business professionals to foster relationships and build a referral base to sell credit union mortgage products and services. Candidates must be eligible to register with the Nationwide Mortgage Licensing System & Registry (NMLS) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act (SAFE Act) and must maintain registration with NMLS as a registered Mortgage Loan Originator (MLO). Responsibilities include, but are not limited to: • Developing working relationships with attorneys, builders, realtors, CPAs and other real estate professionals to sell credit union mortgage products and foster business growth., • Meeting with potential clients to determine their needs and what credit union product may best fit those needs. Interviewing loan applicants and request all pertinent documentation needed for verification; preliminarily determine if loan application meets credit union standards to submit for further consideration; advising applicant of closing costs associated, answers all questions, and submits application to underwriting for approval as is necessary to secure a closed sale., • Providing support to department personnel as needed; assisting with troubleshooting of loan problems; performing other related duties as assigned. Performance Measurements include: • Assuring member service is top priority, which includes treating members and other employees professionally with courtesy and respect and upholds the MHV Service Standards., • Having a strong functional knowledge of investor guidelines as well as credit union policies and procedures enabling goals to be met without direction and with minimal supervision., • Closes a predetermined amount of loans per year, quantified in dollars., • Exercising judgment, initiative and discretion regarding mortgage origination policies and procedures., • Demonstrating an effective use of self-direction and time management by creating, and amending as necessary, a schedule that facilitates the successful execution of sales goals with limited supervision., • Maintaining a presence with local mortgage affiliations and professional organizations to promote credit unions mortgage sales and facilitate business growth., • Representing the credit union at community, business, and industry events; participate in community or other service programs and develop networking relationships to cultivate sales leads., • Maintaining a supportive working relationship with team members while working independently, out of the office environment., • Scheduling corporate visits offering valid suggestions regarding improvements to processes, forms, or functions to facilitate successful sales goal attainment., • Acting as a good team player; promoting a positive, productive and supportive work environment; making valid suggestions regarding improvements to processes, forms, or function in work area., • Staying abreast of current trends affecting the financial services industry; has an overall knowledge of the credit union, its policies and procedures and continually expands knowledge and develop skills. Knowledge and Skills: • One year to three years of similar or related experience., • Fluency in Spanish is preferred, • A two-year college degree, or completion of a specialized certification or licensing, or completion of specialized training courses conducted by vendors, or job-specific skills acquired through an apprenticeship program., • Strong time management skills, the ability to manage multiple workloads with successful results, and the ability to work independently. Organizational skills, excellent verbal and written communication skills, and listening skills are important for success in this role. This also includes problem analysis, problem resolution, above average interpersonal skills and strong computer skills (i.e., Microsoft Office)., • Candidates must be able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 50 lbs. Must be capable of climbing / descending stairs in an emergency situation. A normal range of vision and hearing abilities required. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators., • Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Working Conditions • Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise., • Candidates must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team and being able to read and carry out various written instructions and follow oral instructions. They also must be able to complete basic mathematical calculations, spell accurately, and understand computer basics as well as speak clearly and deliver information in a logical and understandable sequence., • Candidates must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Being able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace is crucial to this role, as well as being able to effectively handle multiple, simultaneous, and changing priorities and being capable of exercising highest level of discretion on both internal and external confidential matters., • Work is generally performed within an office environment, primarily in a climate-controlled environment with minimal safety/health hazard potential. Sedentary, sitting, standing, walking, occasional lifting (overhead, waist level) from floor, bending, frequent near vision use for reading and computer use, standard office equipment available. Benefits include: • Medical, Dental and Vision - with no waiting period for coverage!, • 401(k) with employer match and non-elective employer contribution, • Paid Vacation, Sick time and Holidays, • Life Insurance, • Short-Term and Long-Term Disability Insurance, • Employee Assistance Program, • Tuition Assistance Program, • Professional Development Programs, • Discounted Loan Rates and Fees Equal Employment Opportunity Commitment Mid-Hudson Valley Federal Credit Union (MHV) is an Equal Opportunity Employer. It is our policy to recruit and select applicants for employment without regard to age, sex, sexual orientation, religion, race, creed, color, national origin, military or veteran status, marital status, disability, genetic information, predisposition or carrier status, domestic violence victim status, or any other status protected by applicable law. Reasonable accommodation is provided in compliance with state and federal law. Please tell us if you require a reasonable accommodation to complete the screening and hiring process or if some sort of change or adjustment to the application/interviewing process is required.

Job Description Job Type: Hourly, Full Time 40 Hours Who We are: At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day. As a result of Ion’s continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community! Who we are seeking for this role: The ideal candidate is experienced and highly motivated with a proven track record of meeting and exceeding production goals. We are seeking a client-centric MLO who is passionate about guiding individuals and families through one of the most significant financial decisions of their lives. The successful candidate will possess a strong commitment to exceptional customer service, excellent interpersonal skills, and the ability to explain complex loan options and terms in a clear, compassionate manner. The ideal candidate also upholds a dedication to building and maintaining a robust network of referral partners, including realtors, builders, and financial professionals. As a Mortgage Loan Originator, you are responsible for: Originating mortgage/consumer loan applications to increase portfolio and meet monthly production goals, while ensuring compliance with lending rules and regulations. The MLO will actively promote new mortgage and consumer loan business development for NVE Bank, A Division of Ion Bank in upper New Jersey. Develop professional relationship with area realtors and builders to promote new loan business. Responsibilities: • Ensure company service standards are continually achieved in area of responsibility, • Originate consumer loans and mortgages, • Meet monthly productions goals established by management, • Interviews consumer/residential loan applicants, compiles and analyzes data for loan/mortgage applications and requests specified information, • Recommends and outlines terms of loan, informs prospective borrowers of loan commitments, • Actively develops new customer prospects and business for the bank through realtor, attorney, and builder account sales, • Handles inquiries from applicants and branch personnel, effectively, • Resolves customer complaints, • Valid driver's license required, • Ensure activities within assigned functional area of responsibility are in line with Bank policy, • Required to register with the Nationwide Mortgage Licensing System and Registry (NMLS) and maintain a unique identifying number. Other Functions • Notifies applicant of loan decision in a timely manner, • Participate in banking and civic organizations to promote the Bank's image and visibility within the Community, • Perform other duties as requested *The above is a description of the ordinary duties of the position. It should be expected that from time-to-time other duties, both related and unrelated to the above, may be assigned and, therefore, required. Education and Experience Bachelor's degree in business or finance preferred. Familiarity with mortgage products, underwriting, terminology and Freddie Mac and CHFA guidelines. Two to four years lending and sales experience, or some comparable combination of education and experience. Benefits: • Health Insurance (Medical, Dental Vision), • 401k and Employer Match, • Life Insurance, • Disability, • HSA, • FSA, • Educational Assistance, • Wellness Programs, • Employee Assistance Program, • 15 Paid Time Off Days, • 12 Paid Holidays, • Job Shadowing, • Volunteer Opportunities Consider this description the foundation of your job, not its boundaries. Expect to participate in training sessions and activities not described here which enhance the quality of service to the customer.

Job Description Job Summary: At My Mortgage, Inc., we pride ourselves in our fairness and honesty and we truly care about every loan transaction and each client we serve. As a Mortgage Loan Originator, you will be responsible meeting with applicants, preparing loan proposals, and examining active loans. You will act as a liaison between applicants and our financial institution, as well as helping qualified applicants obtain loans. Job Responsibilities: • Assists potential borrowers with completion of initial loan applications; reviews submitted applications for accuracy and completion, requesting additional information or detail as needed., • Verifies information and financial history provided; acquires borrowers? credit reports from major credit reporting bureau(s)., • Submits application to credit analysts or, when appropriate, examines application and creditworthiness of potential borrower; determines or makes recommendations regarding approval or denial/modification of requested loan., • Approves or, when outside pre-approved lending limits, refers loans to management for analysis and approval., • Ensures loan agreements are completed according to policy; calculates and explains payment schedules., • Explains different lending and credit options and bank products to potential and current clients., • Maintains credit and lending records and files., • Maintains a robust referral network in the local banking community with builders, real estate agents, and other related businesses., • Performs other related duties as assigned

Job Description About the Job: SURMOUNT Capital Markets (formerly NNN Pro), is a full-service real estate advisory firm with four main business verticals: the leading Net Lease Investment Sales team in the country, Capital Markets, Lease Advisory, & Development. The recently formed Capital Markets team is seeking a motivated and dynamic Loan Originator to join the team and contribute to driving the firm’s success in the capital markets space. Key Responsibilities: • Cultivate and build relationships with potential borrowers, investors, capital sources and strategic partners., • Originate and structure commercial real estate loans tailored to client needs while aligning with company objectives., • Maintain a robust deal pipeline and consistently achieve or exceed performance targets., • Stay informed on market trends, financial regulations, and lending best practices to enhance offerings. Potential Qualifications: • Comfortable with cold calls and client outreach, • Understanding of real estate fundamentals, • Effective oral and written communication skills, • Outstanding quantitative and analytical skills, • Motivated self-starter with effective time management skills and strong attention to detail, • A desire to work within a fast-paced, collaborative and entrepreneurial environment Benefits: • SURMOUNT offers a comprehensive benefits package designed to support employees’ health, well-being, and financial security. Eligible employees may have access to the following benefits, subject to the terms of applicable benefit plans:, • Health, dental, and vision insurance, • Paid time off and paid holidays, • 401(k) retirement plan with employer matching contributions, • Life and disability insurance, • Employee Assistance Program (EAP) and wellness resources, • Benefits eligibility, coverage, and employer contributions may vary based on position, employment status (full-time or part-time), location, and length of service. This summary is provided for informational purposes only and does not constitute a guarantee of benefits. Additional details will be provided during the hiring process or upon request. Salary: The base salary for this role starts at $65,000. Actual pay will be determined by factors such as education, experience, and job-related skills relevant to the role. SURMOUNT is a multi-state employer and posted salary ranges are provided in good faith for compliance with all relevant pay-transparency regulations. These ranges may not reflect potential compensation for positions based in other states or regions. SURMOUNT is an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic under federal, state, or local law.

Full understanding of FHA, VA, and Conventional mortgage products and their unique benefits to clients. By building new technology solutions, we're creating simple and clean customer experiences to simplify the mortgage application process. Our team has developed a fully digital online application t

Full understanding of FHA, VA, and Conventional mortgage products and their unique benefits to clients. By building new technology solutions, we're creating simple and clean customer experiences to simplify the mortgage application process. Our team has developed a fully digital online application t

Wealthfront is seeking a licensed loan officer assistant to join our team as we build and scale our mortgage lending operations. Deep understanding of mortgage loan products and underwriting guidelines. Mortgage Loan Originator License.

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. 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 Base Pay/Salary New York,NY $115,000.00 - $145,000.00 / year

Discover your future at Citi 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 Branch Manager Safe Act is a senior management professional responsible for providing full leadership and direction to a team of employees, grow sales and client base in coordination with the consumer sales team. The overall objective of this role is to lead a team grow sales, build customer loyalty and recommend the development of business strategies or initiatives and may include the management of activities by external organizations, and the direct management of individuals and sales teams. Responsibilities: • Develop a sales plans and drive individual production goals, including building referral network and relationships with internal partners and external contacts, • Create an environment through activity-based coaching and performance development and implement/execute coaching plan to develop employee's skill set to achieve personal/branch goals, • Develop and execute integrated sales, relationship, and credit strategies that are aligned with the Retail Bank's priorities, execute business plan to achieve expected goals in all business categories, • Support portfolio growth by identifying opportunities to deepen relationships and increase client acquisition and ensure clients receive optimal service and monitor/adhere to operational controls, • Collaborate with branch partners to successfully achieve goals, build customer relationship and deliver customer service, • Leverage workforce planning tool to optimize staffing in branches and set expectations for branch staff, fostering an environment in which team members work together to achieve all business goals, • Integrate segment partners, partner with Assistant Manager and partner with the Division Operational to drive sales and drive outbound sales activities including: representing Citi and building partnerships in the community, • Conduct daily proof processes to ensure adherence to operational requirements; investigate controllable losses among branch staff; provide coaching and manage performance on decisions used, • Lead hiring process and coordinate performance management, compensation, communication and employee evaluation of branch staff, • Responsible for planning, budgeting and policy formulation and involved in short-term planning resource planning, • 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards., • 6-10 years of relevant experience required, • Previous experience in banking or financial industry preferred, • Sales management experience preferred, • Registered or willing to register as mortgage loan originator with Nationwide Mortgage Licensing, • Obtain or willing to obtain unique identifier from Registry, • Consistently demonstrates clear and concise written and verbal communication skills, • Consistently demonstrates analytic skills, • Bachelor's Degree/University degree or equivalent experience, • Master's degree preferred

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: New York New York United States ------------------------------------------------------ Primary Location Full Time Salary Range: $88,400.00 - $132,600.00 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 15, 2026 ------------------------------------------------------ Automated Processing and AI 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 (https://tbcdn.talentbrew.com/company/287/cms/v3/docs/policies/Illinois_Career_Supplement_a11y.pdf) ------------------------------------------------------ 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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) . View Citi's EEO Policy Statement (https://www.citigroup.com/global/eeo-aa-policy) and the Know Your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf) poster. Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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: New York New York United States ------------------------------------------------------ Primary Location Full Time Salary Range: $88,400.00 - $132,600.00 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: Aug 04, 2026 ------------------------------------------------------ Automated Processing and AI 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 (https://tbcdn.talentbrew.com/company/287/cms/v3/docs/policies/Illinois_Career_Supplement_a11y.pdf) ------------------------------------------------------ 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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) . View Citi's EEO Policy Statement (https://www.citigroup.com/global/eeo-aa-policy) and the Know Your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf) poster. Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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. Responsibilities: • 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. Qualifications: • 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 Education: • Bachelor's/University degree or equivalent experience

Ability to manage a pipeline and collect documents pertinent to mortgage loan origination. Mortgage Loan Officers/Originators Qualifications:. Here is what we are looking for in our Mortgage Loan Officers/Originators:.

As a Mortgage Loan Originator, you are responsible for originating mortgage/consumer loan applications to increase portfolio and meet monthly production goals, while ensuring compliance with lending rules and regulations. Familiarity with mortgage products, underwriting, terminology and Freddie Mac

Position Title: ABS Equipment - Director (NY/Chicago)Entity: Kroll Bond Rating Agency, LLCEmployment Type: Full-timeLocation: New York, NY or Chicago, Illinois Summary/Overview:KBRA (Kroll Bond Rating Agency) is seeking an experienced credit analyst to join our Asset-Backed Securities (ABS) team in our New York or Chicago office. The ideal candidate will have meaningful experience across commercial/esoteric ABS sectors including equipment ABS. A Director within the ABS group holds an integral role on the transaction rating team, engaging in all aspects of the rating process from collateral analysis to report publication and managing and mentoring junior staff.Job Responsibilities:Conduct transaction analysis including originator/servicer evaluation, collateral performance and loan pool analysis, modeling and analysis of bond structure, and review of legal structure and documentation.Serve as lead analyst and primary contact with clients, deal arrangers and investors on transactions.Prepare or assist in the preparation of credit memoranda and presentation of transactions to rating committees, and transaction reports for publication.Lead the development of rating methodologies (as necessary), and special topic and market commentaries.Surveil and monitor rated transactions and update existing ratings as warranted.Attend and participate in investor discussions or industry events (which may require travel).Manage a team of junior analysts, mentoring and fostering their professional development.Successful candidates will possess the following:Bachelor's degree requiredMore than eight (8) years of demonstrated experience in credit analysis within the ABS sector at a rating agency, buy-side investor, credit research, or similar environment. Direct experience in equipment ABS is a must.Strong Excel skills (excel test may be administered as part of the interview process)Ability to take initiative, work independently, and work closely with partners in a collaborative environment. Strong analytical skills relating to transaction evaluation, including asset credit risk assessment, and analysis of asset and bond cash flows.Demonstrated ability to make independent, well-reasoned credit decisions under time-sensitive conditions.Proficient with relevant financial modeling software (e.g. Intex)Strong oral and written communications skills (writing sample on request).Exceptional attention to detail.Familiarity with Generative AI tools such as ChatGPT for research, data insights, and general productivity is a plus.Salary Range:The anticipated annual base salary range for this full-time position is $160,000 to $190,000. Offer amounts are determined by factors such as experience, skills, geography, and other job-related factors.Benefits:A hybrid work schedule (Tuesday, Wednesday, Thursday in the office)Competitive benefits and paid time offPaid family and disability leave401(k) plan, including employer match (100% vested)Educational and professional development financial assistanceEmployee referral bonus programAbout Us:Kroll Bond Rating Agency, LLC (KBRA) is a full-service credit rating agency registered with the U.S. Securities and Exchange Commission as an NRSRO. Kroll Bond Rating Agency Europe Limited is registered as a CRA with the European Securities and Markets Authority. Kroll Bond Rating Agency UK Limited is registered as a CRA with the UK Financial Conduct Authority pursuant to the Temporary Registration Regime. In addition, KBRA is designated as a designated rating organization by the Ontario Securities Commission for issuers of asset-backed securities to file a short form prospectus or shelf prospectus. KBRA is also recognized by the National Association of Insurance Commissioners as a Credit Rating Provider.More Info:KBRA encourages applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, citizenship, disability, and veteran status or any other basis prohibited by federal, state or local law.#LI-DG1#LI-HYBRID

Discover your future at Citi 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 Branch Manager Safe Act is a senior management professional responsible for providing full leadership and direction to a team of employees, grow sales and client base in coordination with the consumer sales team. The overall objective of this role is to lead a team grow sales, build customer loyalty and recommend the development of business strategies or initiatives and may include the management of activities by external organizations, and the direct management of individuals and sales teams. Responsibilities: • Develop a sales plans and drive individual production goals, including building referral network and relationships with internal partners and external contacts, • Create an environment through activity-based coaching and performance development and implement/execute coaching plan to develop employee's skill set to achieve personal/branch goals, • Develop and execute integrated sales, relationship, and credit strategies that are aligned with the Retail Bank's priorities, execute business plan to achieve expected goals in all business categories, • Support portfolio growth by identifying opportunities to deepen relationships and increase client acquisition and ensure clients receive optimal service and monitor/adhere to operational controls, • Collaborate with branch partners to successfully achieve goals, build customer relationship and deliver customer service, • Leverage workforce planning tool to optimize staffing in branches and set expectations for branch staff, fostering an environment in which team members work together to achieve all business goals, • Integrate segment partners, partner with Assistant Manager and partner with the Division Operational to drive sales and drive outbound sales activities including: representing Citi and building partnerships in the community, • Conduct daily proof processes to ensure adherence to operational requirements; investigate controllable losses among branch staff; provide coaching and manage performance on decisions used, • Lead hiring process and coordinate performance management, compensation, communication and employee evaluation of branch staff, • Responsible for planning, budgeting and policy formulation and involved in short-term planning resource planning, • 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards., • 6-10 years of relevant experience required, • Previous experience in banking or financial industry preferred, • Sales management experience preferred, • Registered or willing to register as mortgage loan originator with Nationwide Mortgage Licensing, • Obtain or willing to obtain unique identifier from Registry, • Consistently demonstrates clear and concise written and verbal communication skills, • Consistently demonstrates analytic skills, • Bachelor's Degree/University degree or equivalent experience, • Master's degree preferred

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 take your clients on a first-class journey to home ownership and deliver strong sales results. You will 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. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. Job Responsibilities • Coaches and mentors the branch team by providing training on products and services., • Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services, • Partners 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 can function well within formal and dotted-line reporting relationships, • Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and 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 • Minimum three 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, • Bachelor's degree or equivalent work experience in sales and/or real estate 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.

Job ID: 96257380656Posted: 2026-08-21Location: New York, New York, United StatesSalary: $60,000.00 - $175,000.00Category: Consumer Sales, WealthCompany: CitiThe 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 objectivesAdvise 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 professionalsAppropriately 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 experience3+ years previous mortgage sales experience requiredResidential Mortgage experience requiredEstablished book of businessProven product sales capability is required.FHA/VA & conventional loan experience is preferredThe 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 skillsStrong relationship development and management skillsExpertise 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 Family Group: Consumer Sales------------------------------------------------------Job Family:Consumer Product Sales------------------------------------------------------Time Type:Full time------------------------------------------------------Primary Location:New York New York United States------------------------------------------------------Primary Location Full Time Salary Range:$60,000.00 - $175,000.00In 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 17, 2026------------------------------------------------------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 Branch Manager SAFE Act is a senior management professional responsible for providing full leadership and direction to a team of employees, grow sales and client base in coordination with the consumer sales team. The overall objective of this role is to lead a team grow sales, build customer loyalty and recommend the development of business strategies or initiatives and may include the management of activities by external organizations, and the direct management of individuals and sales teams. Responsibilities: • Develop a sales plans and drive individual production goals, including building referral network and relationships with internal partners and external contacts, • Create an environment through activity-based coaching and performance development and implement/execute coaching plan to develop employee's skill set to achieve personal/branch goals, • Develop and execute integrated sales, relationship, and credit strategies that are aligned with the Retail Bank's priorities, execute business plan to achieve expected goals in all business categories, • Support portfolio growth by identifying opportunities to deepen relationships and increase client acquisition and ensure clients receive optimal service and monitor/adhere to operational controls, • Collaborate with branch partners to successfully achieve goals, build customer relationship and deliver customer service, • Leverage workforce planning tool to optimize staffing in branches and set expectations for branch staff, fostering an environment in which team members work together to achieve all business goals, • Integrate segment partners, partner with Assistant Manager and partner with the Division Operational to drive sales and drive outbound sales activities including: representing Citi and building partnerships in the community, • Conduct daily proof processes to ensure adherence to operational requirements; investigate controllable losses among branch staff; provide coaching and manage performance on decisions used, • Lead hiring process and coordinate performance management, compensation, communication and employee evaluation of branch staff, • Responsible for planning, budgeting and policy formulation and involved in short-term planning resource planning, • 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. Qualifications: • 6-10 years of relevant experience required, • Previous experience in banking or financial industry preferred, • Sales management experience preferred, • Registered or willing to register as mortgage loan originator with Nationwide Mortgage Licensing, • Obtain or willing to obtain unique identifier from Registry, • Consistently demonstrates clear and concise written and verbal communication skills, • Consistently demonstrates analytic skills Education: • Bachelor's Degree/University degree or equivalent experience, • Master's degree preferred

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 take your clients on a first-class journey to home ownership and deliver strong sales results. You will 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. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. Job Responsibilities • Coaches and mentors the branch team by providing training on products and services., • Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services, • Partners 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 can function well within formal and dotted-line reporting relationships, • Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and 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 • Minimum three 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, • Bachelor's degree or equivalent work experience in sales and/or real estate 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 .

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!Our client is the Commercial Real Estate Finance group within the investment bank of a premier European-based global financial services located in New York City. Their real estate group is consistently ranked among the top-10 global and US real estate lenders, and they consistently look to grow their platform and expand into new productPOSITION OVERVIEW:We are looking for a Vice President to support a leading originator and their team in screening, sizing, structuring, underwriting and documentation of potential CMBS Conduit CRE loan opportunities for diverse asset classes across the U.S. In this role, you will be responsible for completing the full loan due diligence and assisting with the preparation of Asset Summary Reports required for securitization. Given our client's unique culture and structure, candidates will be exposed to the full breadth of conduit loan originations, pricing, capital markets and other activities in commercial real estate lending and securitizationESSENTIAL JOB FUNCTIONS:Provide analytical support in the screening, sizing, structuring, underwriting and closing of commercial real estate loansWork closely with more senior underwriters in the preparation of credit committee reports with cash flow, risks and strengths, borrower / sponsor, and market analysisPerform site inspections, determine appropriate market comparables for property valuation and asset summary report, and complete tenant analysesReview third party reports, property leases, and financial statements as part of the due diligence processAssist with loan closings and procure needed closing itemsQUALIFICATIONS/REQUIREMENTS:Bachelor’s degree from an accredited institution7+ years’ experience in CMBS loan underwriting or similar roleAdvanced proficiency in Excel, Word, PowerPoint, and Argus. Prior Excel financial modelling experience requiredExcellent communication skills, willingness to work as part of a larger teamHighly developed organizational and project/time-management skillsA demonstrable ability to work effectively with team members in diverse groups and regionsSolid work ethic, motivation level, and strong attention to detailNote: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.The annual full time base salary range for this role is$250,000.00 - $275,000.00Specific 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.Pay Transparency Nondiscrimination ProvisionSitusAMC 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.Know Your Rights, Workplace Discrimination is IllegalSummaryLocation: New York, NYType: Full time

A Legal Wealth Advisor 3 is responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys and small to mid-sized law firms through the development and retention of long term, profitable client relationships. The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and law firms, sharing experience and expertise in understanding the ever-changing dynamics of the legal profession, and anticipating the issues and trends most important to the legal community. Essential Duties And Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Manage a profitable book of clients consisting of small to mid-size law firms and attorneys, consisting of deposits, loans, and assets under management. Typical book size $5MM+ in revenue with emphasis on family wealth relationships of tenured partners within LSG client firms., 2. Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service delivery plan for clients and prospects., 3. Proactively originate new business via leads and referrals via Centers of Influence, marketing efforts, asking for personal introductions from clients, and personal & professional networking in the areas of deposits, loans, and investments., 4. Act as "face" of private practice within LSG firm relationship teams for assigned firms., 5. May act as "Market Leader" for a respective geography at the discretion and direction of the Head of LSG., 6. Identify and "right channel" opportunities for clients and prospects-deliver the comprehensive resources of the bank., 7. Coordinate and lead the WRAP process for advice delivery-lead relationship strategy sessions as appropriate with relationship teams and deliver Legal Specialty Group value proposition., 8. Document all client interactions via CRM system., 9. Establish and maintain consistent visibility within local legal market via event attendance (Association of Legal Administrators, Bar Associations, ProBono foundations, etc.), 10. Participate in campaigns or volunteer at committee or board level within legal-focused non-profits within local market., 11. Support LSG teammates through collaborative relationship strategies and teamwork., 12. Develop process to mitigate risk within individual practice to include emphasis around the operational, regulatory, and reputational environments., 13. Fosters continued personal and professional growth via education seminars, conference attendance, and other continuing education activities., 14. Lead discussions with team members around specific wealth topics, market developments, legal profession, and/or best practices., 15. Mentors and supports junior wealth advisors and associates. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's Degree, 2. 8 years or more of private banking experience in wealth-focused roles, 3. FINRA: Series 7, Series 66, Life, Health, and Variable insurance licenses and SAFE Act registration Teammates will have 60 days from their Start Date to transfer, or 90 days from their Start Date to acquire, all of the registrations and licenses required for this position., 4. Extensive knowledge of banking products and services, corporate banking & private banking arenas, 5. Satisfies regulatory requirements for holding this position, including determination by Truist to meet the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act, 6. Proven success in the acquisition of new high net worth & ultra-high net worth client relationships. Demonstrated experience and success in meeting and exceeding sales goals, identifying and delivering on client needs, 7. Extensive understanding of wealth management and financial planning considerations for high net worth and ultra-high net worth individuals and wealthy families, 8. Superior consultative and client management skills with the ability to sell a wide range of products and services, 9. Excellent oral, written, presentation and client service skills, 10. Demonstrated ability to lead multi-faceted client mandates and coordinated relationship engagement teams, 11. Robust understanding of the legal profession, 12. Niche expertise in serving the specific needs of one or more practice areas within the legal community, 13. Strong knowledge of Microsoft Office Products Preferred Qualifications: 1. CFP, CTFA, CDFA or similar designation. MBA or other advanced post-graduate degree. The annual base salary for this position is $225,000 - $250,000.

Discover your future at Citi 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. 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. • 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, • 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, • Bachelor's/University degree or equivalent experience

The Mortgage Loan Officer takes residential mortgage loan applications and offers or negotiates terms of residential mortgage loans. The Mortgage Loan Officer sells and originates residential mortgage loans to sales goals. Must be eligible for registration as a registered mortgage loan originator wi

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 take your clients on a first-class journey to home ownership and deliver strong sales results. You will 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. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. Job Responsibilities • Coaches and mentors the branch team by providing training on products and services., • Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services, • Partners 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 can function well within formal and dotted-line reporting relationships, • Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and 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 • Minimum three 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, • Bachelor's degree or equivalent work experience in sales and/or real estate 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. For many, owning a home is the ultimate dream and we're here to help customers make responsible choices throughout the home buying process through our online tools and advice. Whether purchasing a first home or vacation home, refinancing an existing loan or tapping into a home equity line of credit, we offer comprehensive services to help homeowners at every stage of their journey.

New York, New York or Chicago, Illinois Position Title: ABS Consumer - Director (NY/ Chicago) Entity: Kroll Bond Rating Agency, LLC Employment Type: Full-time Location: New York, NY or Chicago, Illinois Summary/Overview: KBRA (Kroll Bond Rating Agency) is seeking an experienced credit analyst to join our Consumer Asset-Backed Securities (ABS) team. The position is open to candidates in our New York City Office or Chicago Office. The ideal candidate will have meaningful experience in consumer ABS asset classes (including, for example, Autos, Unsecured Consumer, Credit Card, or Student Loans). Directors and Senior Directors within the ABS group hold an integral role on the transaction rating team, engaging in all aspects of the rating process from collateral analysis to report publication while also managing and mentoring junior staff. Senior Directors often are expected to serve as thought leaders within their subject areas. Job Responsibilities: • Conduct and assist in transaction analysis including originator/servicer evaluation, collateral performance analysis, modeling and analysis of bond structure, and review of legal structure and documentation., • Serve as lead analyst and primary contact with clients, deal arrangers and investors., • Prepare and present credit memoranda to rating committees and contribute to transaction reports for publication., • Lead the development of new rating methodologies (as necessary), as well as topical research and market commentaries., • Surveil and monitor outstanding transactions, updating ratings as warranted., • Attend and lead discussions at investor meetings or industry events (which may require travel). Successful candidates will possess the following: • Bachelor's degree required, • More than ten (10) years of demonstrated experience in credit analysis within the ABS sector at a Rating Agency, Buy-Side Investor, Credit Research, or similar environment., • Strong Excel skills (excel test may be administered as part of the interview process), • Ability to take initiative, work independently, and work closely with partners in a collaborative environment., • Strong analytical skills relating to transaction evaluation, including loan credit risk assessment and analysis of asset and bond cash flows., • Proficient with relevant financial modeling software (e.g. Intex), • Strong oral and written communications skills (writing sample on request)., • Exceptional attention to detail., • Familiarity with Generative AI tools such as ChatGPT for research, data insights, and general productivity is a plus. Salary Range: The anticipated annual base salary range for this full-time position is $160,000 to $190,000. Offer amounts are determined by factors such as experience, skills, geography, and other job-related factors. Benefits: • A hybrid work schedule (Tuesday, Wednesday, Thursday in the office), • Competitive benefits and paid time off, • Paid family and disability leave, • 401(k) plan, including employer match (100% vested), • Educational and professional development financial assistance, • Employee referral bonus program About Us: Kroll Bond Rating Agency, LLC (KBRA) is a full-service credit rating agency registered with the U.S. Securities and Exchange Commission as an NRSRO. Kroll Bond Rating Agency Europe Limited is registered as a CRA with the European Securities and Markets Authority. Kroll Bond Rating Agency UK Limited is registered as a CRA with the UK Financial Conduct Authority pursuant to the Temporary Registration Regime. In addition, KBRA is designated as a designated rating organization by the Ontario Securities Commission for issuers of asset-backed securities to file a short form prospectus or shelf prospectus. KBRA is also recognized by the National Association of Insurance Commissioners as a Credit Rating Provider. More Info: KBRA encourages applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, citizenship, disability, and veteran status or any other basis prohibited by federal, state or local law.

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 take your clients on a first-class journey to home ownership and deliver strong sales results. You will 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. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. Job Responsibilities • Coaches and mentors the branch team by providing training on products and services., • Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services, • Partners 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 can function well within formal and dotted-line reporting relationships, • Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and 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 • Minimum three 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, • Bachelor's degree or equivalent work experience in sales and/or real estate 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.

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: New York New York United States Primary Location Full Time Salary Range: $70,000.00 - $120,000.00 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. 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. 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.

Discover your future at Citi 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 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., • 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., • 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., • Bachelor's/University degree or equivalent experience

Greystone is a private national commercial real estate finance company with an established reputation as a leader in multifamily and healthcare finance, with $13 billion in loan originations in 2025. The firm consistently ranks in the Top 10 for Fannie Mae & Freddie Mac by multifamily loan volume and is the #1 Overall HUD Multifamily and Healthcare Lender in the country. Greystone also ranks nationally as a top affordable housing, seniors housing, and small balance loan lender. At Greystone, charity is at the heart of who we are and what we do. At Greystone, everything we do is driven by our purpose of improving others' lives. As we work hard to maintain our ranking as a top national commercial real estate lender, our culture of caring and support is just as important. We don't just say "Where People Matter" we lead with this mantra every day to guide our actions and behaviors. Greystone is committed to fostering and preserving a culture of inclusion. Belonging is at the heart of our culture of caring, integrity and excellence and is a driving force behind our entrepreneurial spirit and creativity. We are hiring a Managing Director to be the head of our senior housing sales desk within our FHA platform, to be based in our New York City office. The Managing Director will expand our centralized senior housing (assisted living, skilled nursing facility, memory care, independent living, and other senior housing asset classes) center of excellence desk that supports originators across Agency, Bridge, A/B structures, and HUD solutions. This is an exciting opportunity to help grow our Seniors Housing platform. The Managing Director will work with our Originators and their teams to help our clients optimize financing needs and ensure exceptional service through the loan process. Primary Duties and Responsibilities: • Review initial analysis of proposed transactions, • Collaborate with internal teams to obtain credit and pricing quotes that result in new business for Greystone., • Issue soft quotes and applications after due diligence review and initial credit review., • Structuring transactions by coordinating with capital providers and borrowers, • Drafting term sheets to summarize key transaction terms, • Attending strategy meetings with the Originator and borrowers to discuss required analysis for pitch/proposal and corresponding assumptions and scenarios, • Keep client and originator appraise of transaction progress, • Collaborating with internal transaction management team to track each transaction step, • Recommending and implementing process improvement opportunities Experience, Skills and Abilities Required: • Bachelor's Degree, • 10 years of progressive experience with Seniors Housing with an emphasis on Agency senior housing products, • Strong knowledge of debt placement and A+B Structures, • Relationships with capital providers and experience placing multifamily debt required, • Advanced familiarity with alternative capital providers in multifamily space, • Ability to build upon prior knowledge and network, • Strong written and oral communication skills, • Self-motivated and self-starter, • Exceptional ability to juggle a multitude of deadlines and priorities, • Exceptional communication skills, • Possess a strong interest to enhance process efficiency, • Ability to multitask, • Advanced research skills, • Exceptional analytical skills, • Strong math skills, • Proficient knowledge of Microsoft office Greystone offers a competitive base salary and bonus. The base salary range for this position is $275,000 to $325,000/year. The specific compensation that will be offered is based on an understanding of the hired candidates' qualifications at the time of hire. Employees are eligible for a discretionary bonus based on employee work performance reviewed during the annual review process. At Greystone, we believe that finding creative solutions for our clients comes from the collaboration of people with diverse backgrounds and perspectives. We strive to build a work environment that empowers all individuals with opportunities to channel their entrepreneurial spirit. Greystone is an EEO employer.

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., • Insurance Group 1 required., • 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: New York New York United States Primary Location Full Time Salary Range: $88,400.00 - $132,600.00 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.

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! Our client is the Commercial Real Estate Finance group within the investment bank of a premier European-based global financial services located in New York City. Their real estate group is consistently ranked among the top-10 global and US real estate lenders, and they consistently look to grow their platform and expand into new product. Position Overview: We are looking for a Vice President to support a leading originator and their team in screening, sizing, structuring, underwriting and documentation of potential CMBS Conduit CRE loan opportunities for diverse asset classes across the U.S. In this role, you will be responsible for completing the full loan due diligence and assisting with the preparation of Asset Summary Reports required for securitization. Given our client's unique culture and structure, candidates will be exposed to the full breadth of conduit loan originations, pricing, capital markets and other activities in commercial real estate lending and securitization. Essential Job Functions: • Provide analytical support in the screening, sizing, structuring, underwriting and closing of commercial real estate loans, • Work closely with more senior underwriters in the preparation of credit committee reports with cash flow, risks and strengths, borrower / sponsor, and market analysis, • Perform site inspections, determine appropriate market comparables for property valuation and asset summary report, and complete tenant analyses, • Review third party reports, property leases, and financial statements as part of the due diligence process, • Assist with loan closings and procure needed closing items Qualifications/Requirements: • Bachelor's degree from an accredited institution, • 7+ years' experience in CMBS loan underwriting or similar role, • Advanced proficiency in Excel, Word, PowerPoint, and Argus. Prior Excel financial modelling experience required, • Excellent communication skills, willingness to work as part of a larger team, • Highly developed organizational and project/time-management skills, • A demonstrable ability to work effectively with team members in diverse groups and regions, • Solid work ethic, motivation level, and strong attention to detail Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The annual full time base salary range for this role is $250,000.00 - $275,000.00. 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. Pay Transparency Nondiscrimination Provision 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. Know Your Rights, Workplace Discrimination is Illegal

Candidates must be eligible to register with the Nationwide Mortgage Licensing System & Registry (NMLS) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act (SAFE Act) and must maintain registration with NMLS as a registered Mortgage Loan Originator (MLO). Maintaining a pres

The Mortgage Loan Officer takes residential mortgage loan applications and offers or negotiates terms of residential mortgage loans. The Mortgage Loan Officer sells and originates residential mortgage loans to sales goals. Must be eligible for registration as a registered mortgage loan originator wi

Wealthfront is seeking a licensed loan production partner to join our team as we build and scale our mortgage lending operations. The result: rates significantly below the national average, saving clients thousands over the life of their loans. Mortgage Loan Originator License.

Discover your future at Citi. 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 Dedicated Lending Safe Act is an entry level position responsible for contributing to the formulation and implementation of long and short-term strategic plans. The objective is to increase market share/penetration and maximize opportunities for growth throughout the marketplace. The Dedicated Lending Safe Act assists in providing product specialists with qualified referrals for cross-sell. Employees in this role also assist in closing deals across products and coordinate underwriting/credit practices. Responsibilities: • Deliver mortgage lending services to clients in consultation with assigned Home Lending Officer(s) in all aspects of the loan application process to include: collecting borrower information, consulting a borrower on mortgage options; quoting rates/terms from the system, and addressing follow-ups on the application/mortgage processing, • Gather information from clients and other third party sources such as title companies and real estate agents, and apply judgement based on practice and precedence to determine needed items to submit files to underwriting for approval, • Monitor application pipeline to ensure key dates (consent, lock, lock expiration, anticipated closing dates) are met and communicate with clients on requirements and timelines., • Manage the marketing process for the Home Lending Officer supported, which includes marketing material management and follow-up on prospective customer leads as needed, working open houses, realtor agent events and training events, • 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, • Manage customer inquiries as well as build and maintain relationships with client book of work, • 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: • 1-3 years of relevant experience in Mortgage/Loan Origination, • Banking experience preferred, • Consistently demonstrates clear and concise written and verbal communication, • 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. Education: • Bachelor's/University degree or High School diploma/equivalent with at least 2 years of relevant Loan Origination experience Competencies: • Expert knowledge of general lending products and services and pricing alternatives in the industry., • Ability to comprehend and explain financial calculations and pricing alternatives., • Strong communication skills 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, • Self-starters who can work independently or work with existing partnerships with a proven track record, • Ability to work as part of a team to grow the assigned branch/branches or community organization.

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 take your clients on a first-class journey to home ownership and deliver strong sales results. You will 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. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. Job responsibilities • Coaches and mentors the branch team by providing training on products and services., • Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services, • Partners 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 can function well within formal and dotted-line reporting relationships, • Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and 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 • Minimum three 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, • Bachelor's degree or equivalent work experience in sales and/or real estate 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. For many, owning a home is the ultimate dream and we're here to help customers make responsible choices throughout the home buying process through our online tools and advice. Whether purchasing a first home or vacation home, refinancing an existing loan or tapping into a home equity line of credit, we offer comprehensive services to help homeowners at every stage of their journey.

Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U. Job Description: The Community Mortgage Loan Officer id

If you thrive in a fast-paced environment and have experience with real estate financing, this opportunity aligns perfectly with your career goals.

Total Mortgage Services LLC in Hackensack, NJ is seeking an experienced mortgage loan officer to originate first and second retail loans for multiple investors.

A leading mortgage company in New York is seeking a Mortgage Loan Originator.This full-time role offers competitive compensation and benefits, including medical and 401(k) plans.The ideal candidate will have an active NMLS license, strong customer service skills, and a passion for helping clients ac

Preferred Experience Experience within a lending platform focused on bridge lending, residential investment property lending, DSCR products, fix‑and‑flip financing, or commercial mortgage origination. Strong relationships within the fix‑and‑flip investor community, mortgage broker channel,

About the Opportunity We are expanding rapidly and placing experienced Mortgage Loan Originators directly inside Douglas Elliman offices. Operational Support That Enhances Your Production In-house processing and underwriting Strong communication and responsiveness Transparent workflows Leadershi

AmeriSave Mortgage is seeking a remote Loan Originator. No mortgage experience is required as paid training is provided.

QualificationsSkills and Qualifications: High school diploma or equivalent required; Associate’s or Bachelor’s degree in finance, accounting, business administration, or a related field preferred Active Mortgage Loan Originator (MLO) licensure through the NMLS* 1+ year experience in bankin

Mortgage Lending Officer SAFE Act - B12 - SAN FRANCISCO Discover your future at Citi Working at Citi is far more than just a job. 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

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D. Act of 2008, originating, and processing real estate mortgage loans in accordance with CrossCountry Mortga