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Broad and thorough knowledge of major fixed income asset class sectors, such as corporates, mortgage-backed, asset-backed, high yield, and loan markets across the credit quality spectrum. We organize our firm around four investment platforms: fixed income, real assets, equities and multi-asset & solutions, which includes a fiduciary and multi-manager business and deliver our investment expertise in six areas of focus - one of which is focused on US retirement and our affiliate, Transamerica.
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Comply with SAFE Act legislation, which requires annual registration as a Mortgage Loan Originator (MLO). Utilize thorough knowledge of products to provide excellent customer service, including the areas of business services, consumer lending, deposit servicing, IRA, POA, and Fiduciary accounts.
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Cross-sell commercial, retail and mortgage banking services and products to Trust and Wealth Management customers. This may include review of legal documents such as wills or trusts prepared by outside legal counsel where the bank is named in some fiduciary capacity.
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The legal services offered by So Cal Realty Law, APC, include residential and commercial real estate transactions, residential and commercial real estate litigation, landlord services, mortgage advocacy, lease negotiation, mediation, arbitration, unlawful detainer (eviction), commercial tenant defense, and a wide variety of other real estate-related services.
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Consult with clients to ensure fiduciary service of the real estate transaction from initial contact through contract to close, providing counsel on market conditions, prices, and mortgage options.
$50,000 - $100,000 a yearExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Establish and maintain member deposit and loan accounts including businesses, trusts fiduciary, and IRA accounts. Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria.
$23.5 - $28 an hourFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Conduct a Buyer Strategy session including Educating Buyer clients on the home buying process and market conditions, Conducting a thorough needs analysis to ensure fiduciary service to all buyer clients and Ensuring that buyer clients are pre-approved with a local mortgage lender (whenever possible.
$109,000 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Loan Support Analyst - Commercial Mortgage Backed Securities (CMBS) Servicing - Midland page is loaded Loan Support Analyst - Commercial Mortgage Backed Securities (CMBS) Servicing - Midland Apply locations KS - Overland Park AL - Birmingham (35233) TX - Farmers Branch (75234) time type Full time posted on Posted Yesterday job requisition id R159069 Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.
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Ability to comply with SAFE Act legislation, which requires annual registration as a Mortgage Loan Originator (MLO) Utilize product knowledge to provide excellent customer service and sales, including areas of business services, consumer lending, deposit servicing, IRA, POA, and Fiduciary accounts.
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In addition, you will prospect for leads daily, host open houses regularly, close those leads to appointments, close for agreements, and then conduct high-level fiduciary needs analysis. Stay up-to-date with the real estate market, mortgage financing, and educate clients about market trends and the home-buying process, contracts and terms of sale.
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And recognize that they are going to have to make some very hard decisions, probably even selling their house and moving (a major blow I am not sure they could face) or -horrors- taking out a reverse mortgage.
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Must have the ability to accurately access the tax compliance requirements per review of trust document/custody agreements Must possess strong accounting, legal, and analytical skills, especially in fiduciary and estate tax rules and regulations.
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As a Loan Support Analyst within PNC's Commercial Mortgage Backed Securities (CMBS) Servicing team, you will perform liaison activities between Midland and its borrowers. May have responsibility for fulfilling key fiduciary obligations associated with the Banks Agent role; validating construction due diligence requirements; and/or monitoring construction progress and draw requirements.
Full-timeExpandApply NowActive JobUpdated 24 days ago - UpvoteDownvoteShare Job
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Conduct a thorough needs analysis to ensure fiduciary service to all buyer clients. Ensure that buyer clients are pre-qualified with mortgage lender. Conduct a thorough needs analysis to ensure fiduciary service to all buyer clients.
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Retail Financial Services, Business Banking, Asset Management, Trust Services, Mortgage Services, Ag Services, and Card Services. More information about FirsTech can be found at firstechpayments.com. Through the Company’s Wealth Management division, the Company provides asset management, investment, and fiduciary services to individuals, businesses, and foundations.
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