Financial Services Consultant
7 days ago
This position requires a Mortgage Loan Officer to originate, negotiate, and secure residential mortgage loans for Peak Finance Company.
The ideal candidate will have a strong understanding of the mortgage market, loan processing guidelines, and be able to communicate effectively with clients.
Main Responsibilities:
- Originate, negotiate, and secure residential mortgage loans
- Counsel and advise loan applicants on their financial options
- Collect information and documents from applicants and other parties
- Monitor the status of loan applications and keep clients informed
Necessary Skills and Qualifications:
- Minimum 3 years of experience in loan management and negotiation
- Familiarity with Fannie Mae, Freddie Mac, and FHA loan processing guidelines
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
Salary Information:
$52,000-$200,000 per year; commission pay
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Financial Services Consultant
4 days ago
Los Angeles, California, United States CLevelCrossing Full timeJob Summary">CLevelCrossing is seeking a Financial Services Consultant to join its Private Equity M&A practice in Los Angeles.">">About the Position">This is an excellent opportunity for a skilled professional with 4-6 years of experience in financial services, particularly in private equity-led M&A transactions.">Key responsibilities include providing...
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Financial Consultant Opportunity for Growth
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Los Angeles, California, United States Global Financial Impact - Shannon Hunter Full timeGlobal Financial Impact - Shannon HunterAbout UsWe are a dynamic and innovative company, passionate about providing top-notch financial services to individuals and businesses nationwide.Welcome to our team of skilled professionals who share a common goal: making a lasting impact on people's lives through expert financial guidance.Salary InformationAs a...
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Financial Services Consultant
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Los Angeles, California, United States CNM LLP Full timeJob OpportunityWe are looking for a skilled Financial Services Consultant to join our team in Los Angeles, CA. This role will involve conducting risk assessments, identifying key controls, and producing high-quality deliverables.The ideal candidate will have a strong background in Financial Services Industry/Internal Controls Audit experience, with a...
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Financial Services Representative
4 days ago
Los Angeles, California, United States BMO Financial Group Full timeAbout 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...
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Financial Services Consultant
4 days ago
Los Angeles, California, United States Infosys Limited Digital Full timeJob DescriptionThe Client Partner, Financial Services role at Infosys Limited Digital is a key position that involves building and maintaining strong relationships with clients in the financial services sector. As a Client Partner, you will be responsible for leading all client interfaces within assigned account scopes and collaborating with Senior Client...
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Financial Services Compliance Specialist
4 days ago
Los Angeles, California, United States Pls Financial Services, Inc. Full timeCompany OverviewPLS Financial Services, Inc. is a leading retail provider of alternative financial services. The company is headquartered in Chicago and operates over 200 financial service centers across 12 states. PLS provides consumers with convenient financial products and services to manage their day-to-day financial needs.Salary and BenefitsThe...
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Financial Services Relationship Executive
4 days ago
Los Angeles, California, United States PNC Financial Services Group Full timeAbout 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...
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Financial Services Coordinator
1 week ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeCompany OverviewProvidence Financial and Insurance Services, Inc. is a thriving financial planning firm that values excellence and growth.We pride ourselves on being a small, privately-owned company that provides top-notch financial services to our clients.
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Financial Service Representative
4 weeks ago
Los Angeles, California, United States OneMain Financial Full timeAt OneMain Financial, we empower customers to achieve their financial goals by providing responsible access to credit. As a Consumer Loan Sales Specialist, you will play a critical role in helping customers navigate their financial needs and find solutions that meet their objectives.About the RoleDeliver exceptional customer experiences by understanding...
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Financial Services Representative
6 days ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeJob 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...
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Financial Service Liaison
5 days ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeJob SummaryProvidence Financial and Insurance Services, Inc. is a dynamic team in the financial services sector. We are seeking an experienced Client Service Associate to join our team.Job DescriptionMain ObjectivesTo provide exceptional client service by communicating directly with clients to understand and service their financial needs.To collaborate with...
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Financial Services Coordinator
5 days ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeJob 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...
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Financial Services Professional
1 month ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeAbout the RoleWe are seeking a highly motivated and licensed financial advisor to join our team as a Financial Advisor Associate.This is an excellent opportunity for someone who is passionate about providing exceptional client service and wants to grow their career in a fast-paced and dynamic environment.The successful candidate will be responsible for...
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Financial Services Professional
6 days ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeJob Overview">As a Financial Advisor Associate with Providence Financial and Insurance Services, Inc., you will play a vital role in helping clients achieve their financial goals. We are seeking a motivated and results-driven professional to join our team.">Salary and Benefits">We offer a competitive base salary of $80,000 per year, plus commission from the...
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Financial Services Specialist
6 days ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeJob OverviewWe are seeking a dedicated and results-driven New Account Specialist to join our dynamic financial services team. This role involves efficiently opening new accounts for clients, adhering to all regulatory and compliance standards.Key Responsibilities:Open new accounts for clients in a timely manner, ensuring accuracy and attention to...
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Financial Protection Consultant
6 days ago
Los Angeles, California, United States Zone Ins Inc Full timeJoin Our TeamZones Ins Inc is seeking a highly skilled and ambitious Financial Protection Consultant to help us achieve our mission of providing exceptional risk management solutions to our customers.In this role, you will be responsible for developing and executing financial protection plans that meet the unique needs of our clients. Your expertise in...
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Senior Client Advisor
4 days ago
Los Angeles, California, United States PNC Financial Services Group Full time**PNC Financial Services Group Overview**PNC is a leading financial services organization that prides itself on its inclusive and accessible workplace culture. We value our employees' contributions and provide opportunities for growth and development.This role offers a unique opportunity to join our Commercial Banking organization as a Relationship Manager...
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Financial Services Consultant
1 week ago
Los Angeles, California, United States Quinlan District - Northwestern Mutual Full timeCompany OverviewThe Quinlan District of Northwestern Mutual is a leading financial services organization dedicated to creating a legacy of financial empowerment and community impact. Recognized as the #1 District Network Office in the U.S. for new advisor development, we are committed to developing professionals who are driven to make a difference.Estimated...
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Financial Services Professional
7 days ago
Los Angeles, California, United States Providence Financial and Insurance Services, Inc. Full timeJob OverviewWe are a family-owned financial services firm deeply committed to our clients' success. Our team values education, learning, and long-term relationships.This role is perfect for a licensed financial advisor seeking a challenging opportunity with a strong compensation package.The ideal candidate will have 3+ years of client-facing experience in...
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Financial Services Associate
4 days ago
Los Angeles, California, United States Edelman Financial Engines Full timeOverviewThe 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 -...