Custom Lending Executive
2 weeks ago
About the Role
The Credit Executive (CE) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner. This position manages a portfolio of existing credit relationships, educates Advisors on our credit solutions and risk appetite, and leads the credit delivery process from beginning to end by partnering with Advisors, Underwriting, Risk, Product Subject Matter Experts, Portfolio Management, and Servicing & Fulfillment.
Key Responsibilities:
- Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements
- Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility
- Creates a client-centric culture by applying in-depth knowledge of clients, timely renewals, and issue resolution, and providing competitive deal structuring while serving as the key point of contact for credit clients
- Partners and collaborates with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experience
- Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits
Requirements:
- Ability to originate sound new business through PCA teams
- Experience in providing credit direction, expertise and approval for strategically important clients
- Understanding of market differences within region and able to coordinate best practices in terms of delivering thoughtful credit solutions
- Critical link to centralized underwriting and risk/approval process
- Accountable for asset quality and financial plan for the markets covered
Preferred Qualifications:
- Strong commercial credit training preferred
About Bank of America
Bank of America is a leading financial institution committed to delivering exceptional client experiences and driving growth through innovative solutions.
-
GWIM - Private Bank Custom Lending Executive
2 months ago
Newport Beach, United States Bank of America Full timeDescription The Credit Executive (CE) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk...
-
Customer Service Representative
1 month ago
Huntington Beach, California, United States Summit Lending Full timeJob OpportunityWe're seeking a talented and enthusiastic customer service representative to join our team at Summit Lending. As a key member of our team, you'll play a vital role in delivering exceptional service to our clients and driving business growth.Key Responsibilities:Provide top-notch customer service through phone, email, and other communication...
-
Customer Service Representative
2 weeks ago
Huntington Beach, California, United States Summit Lending Full timeCustomer Service Representative OpportunityWe're seeking a positive and personable customer service representative to join our team at Summit Lending. As a key member of our sales team, you'll play a crucial role in delivering exceptional customer experiences and driving sales growth.Key Responsibilities:Generate high-quality leads for our sales teams to...
-
Custom Lending Executive
2 months ago
Newport Beach, United States Bank of America Full timeAbout the RoleThe Credit Executive is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite.Key...
-
Customer Service Representative
6 days ago
Huntington Beach, California, United States Summit Lending Full timeWe're seeking a highly motivated customer service representative to provide exceptional experiences for our customers at Summit Lending. Key responsibilities include:Key Responsibilities:Communicate customer suggestions to the team to troubleshoot and resolve issues.Regularly meet with sales leads to stay up-to-date on the latest service and product...
-
Senior Loan Processor
3 weeks ago
Newport Beach, United States NFM Lending Full timeJob SummaryWe are seeking a highly skilled Senior Processor to join our team at NFM Lending. As a Senior Processor, you will be responsible for obtaining and preparing loan documents, credit documents, appraisals, and other necessary materials to complete loan files. You will also maintain and update records and files for processing of each loan, verify for...
-
Senior Loan Processor
1 month ago
Newport Beach, California, United States NFM Lending Full timeJob Summary:The Senior Processor is a key member of our loan processing team at NFM Lending. This role is responsible for obtaining and preparing loan documents, credit documents, appraisals, and other necessary materials to complete loan files. The ideal candidate will have excellent organizational skills, attention to detail, and the ability to work in a...
-
Senior Loan Processor
1 month ago
Newport Beach, California, United States NFM Lending Full timeJob SummaryWe are seeking a highly skilled Senior Processor to join our team at NFM Lending. As a key member of our loan operations team, you will be responsible for obtaining and preparing loan documents, credit documents, and appraisals to complete loan files. Your attention to detail and organizational skills will ensure the accuracy and completeness of...
-
Strategic Lending Director
3 days ago
Newport Beach, United States Bank of America Full timeThe Global Wealth and Investment Management division of Bank of America is seeking a seasoned Credit Executive to join our team as a Strategic Lending Director. This high-profile role will focus on developing and deepening relationships with ultra-high-net-worth clients across the United States.Job Description:The Strategic Lending Director will be...
-
Senior Loan Processor
1 week ago
Newport Beach, United States NFM Lending Full timeJob Title: Senior Loan ProcessorAt NFM Lending, we are seeking a highly skilled Senior Loan Processor to join our team. As a Senior Loan Processor, you will be responsible for obtaining and preparing loan documents, credit documents, appraisals, and other necessary documents to complete loan files. You will also maintain and update records and files for...
-
Service Excellence Associate
2 months ago
Huntington Beach, California, United States Summit Lending Full timePosition OverviewWe are on the lookout for a friendly and engaging Customer Service Agent to join our team at Summit Lending. This role offers a fantastic opportunity to connect with diverse individuals, resolve challenging issues, and enhance the overall customer experience.Compensation: $40,000 - $60,000 annuallyKey ResponsibilitiesUtilize customer...
-
Senior Mortgage Loan Officer
1 month ago
Huntington Beach, California, United States Summit Lending Full timeAbout Summit LendingWe are a dynamic team of mortgage professionals dedicated to delivering exceptional service and building lasting relationships with our clients. At Summit Lending, we prioritize relationships and strive to make a meaningful impact in the lives of our customers.About the RoleWe are seeking a highly motivated and experienced Senior Mortgage...
-
Loan Officer Associate
4 weeks ago
Huntington Beach, California, United States Summit Lending Full timeLaunch Your Career as a Junior Loan OfficerAre you a motivated individual with a passion for helping others achieve their financial goals? We're seeking a talented Junior Loan Officer to join our dynamic lending team at Summit Lending.Key Responsibilities:Engage with potential loan applicants, providing exceptional customer service and answering their...
-
Mortgage Loan Officer
6 days ago
Huntington Beach, California, United States Summit Lending Full timeKey ResponsibilitiesAs a Mortgage Loan Originator at Summit Lending, you will be responsible for managing a large pipeline of loans to ensure your production meets our requirements. You will monitor the mortgage process to ensure all company and regulatory processes are adhered to, and interact with customers, realtors, processors, and underwriters to ensure...
-
Senior Mortgage Specialist
2 weeks ago
Huntington Beach, California, United States Summit Lending Full timeJob SummarySummit Lending is seeking a skilled Senior Mortgage Specialist to join our team. As a key member of our mortgage team, you will be responsible for ensuring the smooth processing of residential and commercial loans.Key ResponsibilitiesVerify the accuracy of loan documentation, including title insurance, loan applications, appraisals, credit...
-
Mortgage Loan Officer
5 days ago
Huntington Beach, California, United States Summit Lending Full timeMortgage Loan Officer Role at Summit LendingWe are seeking a skilled Mortgage Loan Officer to join our team at Summit Lending. As a Mortgage Loan Officer, you will be responsible for managing a large pipeline of loans, ensuring timely and accurate preparation of all required documents, and providing exceptional customer service to clients.Key...
-
Business Development Representative
2 weeks ago
Huntington Beach, California, United States Summit Lending Full timeUnlock Your Potential as a Junior Loan Officer/Call Center Associate with Summit Home Lending. We're seeking a driven and ambitious individual to join our fast-growing team. In this exciting role, you'll work alongside seasoned loan officers to generate new business and make a significant impact in a thriving market. While prior experience in the lending or...
-
Call Center Sales Associate
2 weeks ago
Huntington Beach, United States Summit Lending Full timeDescriptionSummit Home Lending is soaring to new heights, and we're searching for a driven and ambitious Junior Loan Officer/Call Center Associate to join our fast-growing team! In this exhilarating role, you'll work alongside our seasoned loan officers to generate new business and make a significant impact in a thriving market. While prior experience in the...
-
Mortgage Loan Officer
2 weeks ago
Huntington Beach, California, United States Summit Lending Full timeLaunch Your Career as a Junior Loan OfficerAre you a motivated and detail-oriented individual looking to start a career in financial services? We're seeking a Junior Loan Officer to join our dynamic lending team at Summit Lending.Key Responsibilities:Engage with potential loan applicants, provide information, and transfer leads to senior loan...
-
Senior Mortgage Loan Officer
2 weeks ago
Huntington Beach, California, United States Summit Lending Full time### About Summit Lending Summit Lending is a dynamic company that prioritizes relationships and exceptional service. We are seeking experienced professionals who share our commitment to these core values. ### Job Summary As a Senior Mortgage Loan Officer, you will be instrumental in guiding clients through their financial journeys, helping them choose the...