Top Tech Jobs & Startup Jobs in Los Angeles, CA

Solicit and originate residential mortgage loans, build referral relationships with realtors/builders/financial professionals, analyze credit and financial data, quote rates, and ensure compliant loan production and high customer service. Maintain market visibility, pursue training, and comply with SAFE and Regulation Z loan originator requirements.

Manage and grow a portfolio of small business clients by delivering tailored financial solutions, onboarding and deepening relationships, prospecting for new clients, coordinating with internal partners for complex lending, and complying with Loan Originator and bank risk and regulatory requirements.

Support Financial Advisors by providing client service, account administration, appointment scheduling, documentation, marketing coordination, and regulatory recordkeeping. Act as referral liaison, resolve complex client issues, deliver systems support and training to branch personnel, and ensure compliance with FINRA licensing and firm policies.

Solicit and originate residential mortgage loans, build referral relationships with realtors/builders/financial professionals, evaluate low-to-moderately complex borrower credit and financial data, quote rates and lock registrations, ensure compliance with S.A.F.E. and Regulation Z requirements, and deliver high-quality customer service throughout the loan process.

The role involves originating mortgage loans, collaborating with branch staff, conducting customer outreach, processing applications, and ensuring compliance with mortgage regulations.

As a Private Mortgage Banker, you will solicit residential mortgages, build client relationships, analyze financial data, and provide tailored loan options while ensuring compliance with regulations.

The Business Banker (LO) manages a portfolio of business clients, offering financial solutions, building relationships, and ensuring compliance with banking regulations.

Lead a branch sales team to acquire, deepen, and retain customer relationships across deposits, lending, cards, and investments. Coach and develop bankers, drive performance through disciplined execution and reporting, partner with internal specialists, promote digital solutions, manage risk and compliance, and complete the Branch Manager Readiness Program prior to placement.

Manage and grow a portfolio of small business clients by delivering tailored financial solutions, onboarding and deepening relationships, prospecting for new clients, collaborating with internal partners and Relationship Managers, and ensuring compliance with lending and regulatory policies as a Loan Originator.

No job description provided. Based on the title, this role likely focuses on advising wealth clients, managing client relationships, and supporting bank wealth products and services.