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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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Strike the right balance between lending expertise and providing an inclusive environment where others ideas can be heard and championed; leverage expertise to grow skills in the broader Capital One team.
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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.
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Cultivate relationships and presenting leads to the Home Lending Advisor. The Senior Branch Loan Originator would work directly with the branch banker and the customer to handle the Mortgage needs.
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Experience in the private markets industry, including hedge funds, real estate, Private Debt, BDC's and Direct Lending; liquid alternatives a plus. We assist companies and non-profit organizations in delivering benefits to their employees.
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We are developing a Large Language Model (LLM)-first knowledge stack for investment professionals in Fidelity Asset Management - analysts and portfolio manager in equities, fixed income, high income, direct lending.
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Refers opportunities to partners, where appropriate, including but not limited to Consumer Lending, Wealth Management, and Commercial Banking. Strong knowledge of small business, mortgages, wealth management and lending services preferred.
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This leads to cementing us as a leader in the automotive lending industry. As a Dealer Account Manager with Westlake Financial, you will be educating and training our current Dealer partners in the assigned area, along with acquiring new source and contacts.
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Computer experience required, Microsoft Office, Fannie Mae Technology Applications and related experience in Mortgage Lending Software. Bachelor's degree with equivalent of at least four to six years current/recent experience in mortgage lending.
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Complete knowledge of commercial loan policy and appropriate federal and state regulations pertinent to commercial real estate lending. 5 to 7 years lending experience. The Portfolio Manager position is responsible for prudent underwriting and effective credit and risk administration with particular emphasis on adherence to credit policy and requirements, financial analysis/modeling, risk evaluation, on-going portfolio maintenance activities, and client support for an assigned portfolio of existing credits and prospects primarily of moderate to medium complexity, with some having higher complexity.
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Knowledge of underwriting guidelines (FNMA, FHLMC, FHA) and other investors used by BCCU. Knowledge of all state and federal regulations affecting mortgage lending including but not limited to Reg Z, ECOA, Reg B, and HMDA. General knowledge of NH Real Estate Law.
$25 - $29 an hourRemoteExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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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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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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Westlake Financial believes in PEOPLE with the PURPOSE and PASSION to assist our more than 43,000 dealer partners throughout North America. WESTLAKE FINANCIAL Westlake Financial is the largest privately held auto finance company in the United States with demonstrated growth year over year.
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Assist with the preparation of sales contracts by educating the dealer on what is needed for proper verification by Westlake Financial. Westlake Financial is the largest privately held auto finance company in the United States with demonstrated growth year over year.
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lending job in Bedford, NH
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