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As part of this team, you will provide the banking and lending solutions necessary to help clients save and grow their assets in a tax-efficient way, manage debt effectively, secure their income to live the lifestyle they dream of, protect their family for life's 'what-ifs' and prepare them to leave a legacy.
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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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The home location will be Lowell, MA. As a Commercial Lending Assistant, you will provide support to Commercial Lending Officers and customers through the entire loan cycle by coordinating pre and post-closing loan documentation, assisting with processing and underwriting tasks, requesting and reviewing loan closing packages, and assisting customers with all banking needs.
Part-timeExpandApply NowActive JobUpdated 29 days ago - UpvoteDownvoteShare Job
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Engage with Certified Financial Planners and Financial Advisors to create and analyze the client's financial plan and strategize on how to present the breadth of Citizens solutions across banking, lending, and partner with the Advisor for investments to help clients reach their financial goals.
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Success in new client acquisition, cultivating and maintaining relationships through exceptional service, and revenue generation, including but not limited to: Planning/banking/lending product referrals and sales and investment referrals.
Full-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Community Development Lending is seeking a Portfolio Manager I who will work with Relationship Manager(s) and Relationship Administrators to maintain high quality credit administration and risk management for a portfolio of customers.
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Recognizes referral or sale opportunities and initiates introductions to appropriate team members across all Bank channels, including but not limited to Cash Management, IIM and Commercial Lending.
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The position partners with Branch Management, Commercial Lending, Cash Management Operations, Product Management, Marketing, Electronic Servicing, Payment Servicing, Deposit Servicing, and other departments to leverage marketing efforts, support new revenue deposit goals, and contribute to expanding and retaining the Bank’s overall customer portfolio.
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Collaborates with commercial lending officers and other credit staff to verify or obtain necessary information to make informed decisions on new credit applications and renewals. Larger loan requests may also require review and feedback from the Credit Manager.
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Must have knowledge of FNMA and Mass Housing regulations, other lending compliance regulations, and underwriting guidelines. Attends chamber of commerce events, expos and other related business development events to develop and enhance potential referrals.
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Strong financial acumen; general knowledge of consumer and small business products, and small business lending. Consumer And Business Banking, Senior Relationship Banker, Chelmsford, MA. Occassional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown.
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Knowledge of affordable housing financing tools and programs preferred (Low Income Housing Tax Credits, Historic Tax Credits, State Subsidies and Grants, conventional lending) Minimum of 2 years of experience in affordable housing development/ housing development including experience with project management.
Full-timeExpandApply NowActive JobUpdated 30 days ago - UpvoteDownvoteShare Job
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Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36. 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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Closes loans for customers for applicable business lines (i.e. consumer lending) Prepares and processes loan applications for various lending units (mortgage, consumer, small business, etc.
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Prioritizes outbound lending efforts by reviewing funding queues within the consumer loan origination system. Essential Functions & Responsibilities:Contacts new and existing members via telephone to conduct onboarding calls, Hubspot calls, home equity line of credit (HELOC) calls, and other outbound-related calls to educate members about Credit Union products and services and enhance their overall member experience.
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lending job in Chelmsford, MA
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