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The Fiduciary Business Support Manager is responsible for the management and execution of the fiduciary services account opening & closing processes. Effective execution of key fiduciary service client relationship activities by supporting, guiding, and coaching front line unit colleagues on processes to facilitate quality account opening and closing activities based upon underlying business processes.
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We work in the areas of Mortgage Protection, Final Expense Protection, Debt Elimination, retirement planning for our younger clients and retirement preparation for those clients ready to retire.
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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.S.C.
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Being friendly and professional, welcoming customers to Lowe's and helping with home improvement project needs.
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Counsel the prospective borrower in the home buying and financing process, advising the borrower about the different types of loan products available, and demonstrating how closing costs and monthly payments would vary under each product.
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Conserves energy by closing shades and draperies; turning down air conditioning and heat of unoccupied rooms. Assists House Attendant, including delivering guest requests and pick up of used guest items.
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When there is no manager onsite, the Operations Supervisor or Shift Supervisor leads the store staff, ensures that store operations run smoothly, and is responsible for ensuring the completion of all opening and closing procedures.
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This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C.
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Life Insurance: Mortgage Protection insurance, Term Life, Universal Life, Indexed Universal Life, and Whole Life, Final Expense Accidental, Wealth/Investments, Debt Free Life, Annuities. When customers purchase mortgage protection insurance with Simple Solutions Financial Services — either online or with the support of our licensed agents — they are choosing peace of mind, knowing that mortgage payments wouldn’t burden their loved ones if they pass away or face income loss due to a critical illness or disability.
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Under the direct supervision of the Branch Manager, the job responsibilities of the External Mortgage Loan Originator position include, but are not limited to, the following: Primary duty is to sell mortgage loans to customers away from and outside of AnnieMac Home Mortgages places of business.
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