Financial Origination Associate

We are seeking an experienced Senior Mortgage Originator to join our team at United Financial. This role will involve originating and processing mortgage loans for clients, ensuring seamless transactions and excellent customer service.Key Responsibilities:Present and communicate company loan products and servicesAssist clients in completing loan applications...

As a Loan Origination Specialist at United Financial, you will play a critical role in the mortgage lending process. You will work closely with clients to understand their financial needs and develop personalized loan solutions that meet their goals.Key Skills:Strong communication and interpersonal skillsAbility to analyze complex financial data and make...

OverviewThe role of a Financial Services Associate at Edelman Financial Engines is to provide exceptional customer service and support the financial planning process. With a strong focus on building relationships with clients, this position requires excellent communication and problem-solving skills.SalaryThe estimated salary for this role is $55,000 -...

Mortgage Loan Originator Opportunity:Are you a highly motivated and results-driven professional looking for a challenging role in mortgage finance? Do you have a passion for working with clients to find the right loan solutions?As a Mortgage Loan Originator at United Financial, you will have the opportunity to work with a wide range of mortgage products,...

At MUFG Americas, we're seeking a highly skilled Project Finance Investment Banking Origination Associate to join our team in Los Angeles. This is an exceptional opportunity for a motivated individual to work on complex financial transactions in the power, natural resources, and infrastructure sectors.The selected colleague will be responsible for conducting...

Job OverviewWe are a boutique investment firm seeking an experienced Financial Associate to join our team in Encino. As a key member of our operations team, you will be responsible for providing exceptional client service and supporting the daily activities of our financial advisors.

About Our ClientKeller Executive Search is a reputable recruitment firm that specializes in connecting talented professionals with leading companies in the accounting and financial services sector.We strive to create a workplace culture that values diversity, inclusion, and employee well-being. As an equal opportunity employer, we do not discriminate based...

We are seeking an experienced Loan Origination Advisor to join our team at Bank of America. As a Loan Origination Advisor, you will work closely with clients to understand their financial needs and provide personalized advice and guidance on borrowing and banking services.Key Responsibilities:Conduct client meetings to understand their financial needs and...

A Day in the Life of a Project Finance Investment BankerIn this role, you will conduct detailed analysis and due diligence for new opportunities in North America and LatAm in the power, natural resources, and infrastructure sectors. This includes reviewing market studies, engineering reports, financial models, financial statements, customer financial...

About the RoleWe are seeking an ambitious Financial Advisor to join our team at Beer Financial Group (BFG). As a valued member of our team, you will benefit from expert mentoring, advanced training, and cutting-edge technology provided by Northwestern Mutual. Our advisors play a vital role in helping clients achieve financial security through personalized...

Accounting Role ResponsibilitiesAs a Financial Operations Associate, you will be responsible for entering financial data into the company's accounting pipeline with high accuracy. You will also maintain and update accounting records and files, assist in preparing financial reports and statements, and reconcile client profiles/accounts.You will support the...

Mortgage Originations SpecialistCity National Bank is seeking a skilled Mortgage Originations Specialist to join our team in Mortgage Lending. In this role, you will be responsible for the origination of residential mortgage loans and related bank products. Your primary focus will be on working closely with professional referral sources to identify and...

About the RoleAs a Retail Relationship Banker at BMO Financial Group, you will have the opportunity to work in a dynamic and fast-paced environment where no two days are the same. You will be responsible for delivering exceptional service to our customers and prospects, identifying their needs and providing advice and guidance on financial solutions that...

MUFG Americas is a leading financial institution that offers a wide range of career opportunities for talented individuals. We're currently seeking a highly skilled Investment Banking Origination Specialist to join our team in Los Angeles. This is an exceptional opportunity for a motivated individual to work on complex financial transactions in various...

Job Title: Financial Services RepresentativeWe are seeking a skilled Financial Services Representative to join our dynamic team at Providence Financial and Insurance Services, Inc. The ideal candidate will have a proven track record of efficiently opening new accounts for clients while adhering to regulatory standards.The estimated salary range for this...

About the JobWe are seeking a Financial Account Associate to join our team at Wedbush Securities. As a leading securities firm and investment bank, we provide innovative financial solutions through our various divisions.ResponsibilitiesOpen different kinds of accounts for our Correspondent Broker-Dealers and ensure proper set up for AML processesCreate PMA...

We are seeking a highly skilled Residential Loan Origination Specialist to join our team at SummitHR. This role comes with an estimated salary range of $70,000 - $110,000 per year.As a Residential Loan Origination Specialist, you will actively work with established referral accounts and originate residential mortgage loans with mortgage products to meet...

About PNCPNC Financial Services Group is a leading provider of financial services, committed to delivering exceptional customer experiences and fostering an inclusive workplace culture. Our team members are united in their passion for helping customers achieve their financial goals. We're seeking a highly skilled professional to join our Corporate Banking...

Job OverviewWe are looking for a talented individual to fill the role of Client Service Associate at Providence Financial and Insurance Services, Inc.Estimated Salary: $65,000 per yearKey ResponsibilitiesDevelop and maintain relationships with clients to meet their financial needs.Stay up-to-date on company products and services to provide expert advice.Work...

Job DescriptionWe are seeking a highly motivated Financial Services Associate to support high-net-worth clients with a range of financial services. The ideal candidate will possess strong organizational skills, attention to detail, and a commitment to delivering exceptional client service.Key Responsibilities:Onboard new clients, managing all steps from...