629 Results for

Loan Consultant Jobs in the United States

Mortgage Loan Consultant

Commonwealth Central Credit Union

San Jose, CA

As a Mortgage Loan Consultant, your major responsibilities will include: Growing the Credit Union’s real estate loan portfolio by building relationships with real estate agents, community leaders, partner organizations and other finance/tax/legal professionals to generate referrals. Developing and delivering training to Credit Union staff to build their knowledge of first-, second- and equity mortgage products, along with the corresponding application processes (including how to ensure members submit a complete loan application with the required supporting documentation).

21 days ago
Outsourced CFO Consultant

B2B CFO®

$250 - $350

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Experienced CFO (or equivalent) with success in improving cash flow, obtaining bank loans, helping companies grow profitably, increasing company value, strategic planning and (with proper training) preparing a business to sell. B2B CFO® offers a dynamic platform for seasoned financial professionals like you to excel in strategic business advisory and sell/buy services for privately held companies.

30+ days ago
Remote Mortgage Loan Officer

United Nations Federal Credit Union

McLean, VA

In this remote, self-sourcing role, you’ll originate residential mortgage loans, guide members through the financing process, and grow your pipeline through strong networking and member engagement. If you’re a consultative salesperson who enjoys helping people achieve major financial milestones, this is an opportunity to make a real impact while growing your career.

1 day ago
Branch Banking Client Consultant III - Licensed - Coral Springs, FL

Flagstar Bank

Coral Springs, FL

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Education level required: ​High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent​ (Add applicable additional detail i.e. field of study required or equivalent work experience if applicable).

9 days ago
Branch Banking Client Consultant III - Licensed - Palm Beach Gardens, FL

Flagstar Bank

Palm Beach Gardens, FL

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Education level required: ​High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent​ (Add applicable additional detail i.e. field of study required or equivalent work experience if applicable).

10 days ago
Branch Banking Client Consultant II

Flagstar Bank

Naples, FL

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.

13 days ago
Branch Banking Client Consultant II - Boca Raton FL

Flagstar Bank

Boca Raton, FL

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.

11 days ago
Branch Banking Client Consultant II - Float - Mission Bay FL

Flagstar Bank

Boca Raton, FL

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.

3 days ago
Branch Banking – Client Consultant II – Licensed

Flagstar Bank

Phoenix, AZ

The Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.

13 days ago
Branch Banking Client Consultant II - Float - Harrison, NJ

Flagstar Bank

$17 - $25.06

Harrison, NJ

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.

13 days ago
Branch Banking Client Consultant II - Float (part time)

Flagstar Bank

Farmington Hills, MI

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.

7 days ago
Branch Banking – Client Consultant II - North Brunswick, NJ

Flagstar Bank

$17 - $25.06

North Brunswick, NJ

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.

Today
Branch Banking Client Consultant II - Float

Flagstar Bank

Gillett, WI

Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.

13 days ago
Branch Banking - Client Consultant II - Float

Flagstar Bank

Monticello, IN

Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.

Today
Branch Banking – Client Consultant II

Flagstar Bank

Fort Wayne, IN

Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met. The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients.

Today
Branch Banking - Client Consultant II (Float)

Flagstar Bank

Eastpointe, MI

Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.

Today
Financial Consultant - Campbell, CA

Fidelity Investments

$60000 - $75000

Mountain View, CA

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

9 days ago
Financial Consultant - Marin, CA

Fidelity Investments

$60000 - $75000

San Francisco, CA

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

9 days ago
Financial Consultant - Palo Alto, CA

Fidelity Investments

$60000 - $75000

Palo Alto, CA

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

9 days ago
Branch Banking Client Consultant II-Licensed

Flagstar Bank

$19.13 - $28.89

Lawrence, NY

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Branch Banking Client Consultant II-Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients.

9 days ago
Branch Banking Client Consultant II- Licensed

Flagstar Bank

$19.13 - $28

Ozone Park, NY

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Branch Banking Client Consultant II-Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients.

Today
Branch Banking Client Consultant II - Forest Hills, NY

Flagstar Bank

$17 - $25.06

Forest Hills, NY

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.

13 days ago
Branch Banking Client Consultant II - Oceanside NY

Flagstar Bank

$17 - $25.06

Oceanside, NY

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.

Today
Branch Banking - Client Consultant II-Licensed

Flagstar Bank

Brooklyn, NY

Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met. The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients.

13 days ago
Branch Banking-Client Consultant II-Float

Flagstar Bank

$19.13 - $28

Brooklyn, NY

Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.

11 days ago
Branch Banking Client Consultant II-PT

Flagstar Bank

$19.13 - $23.91

Brooklyn, NY

Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met. The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients.

1 day ago
Branch Banking Client Consultant II-Float

Flagstar Bank

$16.28 - $25.06

Bellerose, NY

Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.

Today
Mortgage Loan Officer

Hoosier Hills Credit Union

$33.11 - $36.79

Ellettsville, IN

As a Mortgage Loan Officer, you’ll serve as a trusted advisor to Members, Team Members and community partners in identifying needs, recommending solutions, and guiding Members through the mortgage process with clarity and confidence. In this role, you'll help Members reach their homeownership and financial goals by providing expert mortgage guidance, strong relationship-building, and exceptional service.

Today
Branch Banking Client Consultant I - Port St. Lucie FL

Flagstar Bank

Port St. Lucie, FL

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals.

Today
Mortgage Loan Officer

First Horizon Bank

Nashville, TN

Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: High school diploma or GED with some college preferred and at least 2 years of experience or equivalent combination of education and experience.

9 days ago
Branch Banking Client Consultant I - Float (Part Time)

Flagstar Bank

Troy, MI

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Branch Banking Client Consultant I-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services.

8 days ago
Branch Banking Client Consultant I - Montclair, NJ

Flagstar Bank

$17 - $22.55

Montclair, NJ

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals.

13 days ago
Branch Banking - Client Consultant I (Part-Time)

Flagstar Bank

Granger, IN

Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. Client Experience: Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner.

11 days ago
Branch Banking Client Consultant I - Bayville, NJ

Flagstar Bank

$17 - $22.55

Bayville, NJ

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals.

13 days ago
Branch Banking - Client Consultant I

Flagstar Bank

Macedonia, OH

Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. Client Experience: Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner.

8 days ago
Branch Banking - Client Consultant I - Float

Flagstar Bank

Sedona, AZ

A Branch Banking Client Consultant I - Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals.

9 days ago
Branch Banking Client Consultant I

Flagstar Bank

Hillsdale, MI

Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. Client Experience: Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner.

3 days ago
Branch Banking-Client Consultant I (Part Time)

Flagstar Bank

Jackson, MI

Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. Client Experience: Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner.

13 days ago
Branch Banking Client Consultant I (part time)

Flagstar Bank

Brownstown, MI

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals.

9 days ago
Branch Banking Client Consultant I - Float

Flagstar Bank

Berkley, MI

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Branch Banking Client Consultant I-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services.

7 days ago
Branch Banking - Client Consultant I (Float)

Flagstar Bank

Farmington, MI

A Branch Banking-Client Consultant I - Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals.

7 days ago
Branch Banking Client Consultant I - Farmingdale, NJ (Part -Time)

Flagstar Bank

$17 - $25.5

Farmingdale, NJ

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals.

1 day ago
Commercial Real Estate Loan Specialist

First Horizon Bank

Raleigh, NC

The Pro CRE Loan Specialist position is a specialized position responsible for reviewing and understanding the Commercial Real Estate Loan approval/request, providing thorough, objective analysis of the Loan closing, construction documentation and funding requirements in the RE loan documents, and all supporting documentation required for closing, and confirming that the loan documents provide that the loan is being closed as required by the approval. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services.

9 days ago
Branch Banking Client Consultant I-PT

Flagstar Bank

$17 - $22.55

East Northport, NY

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals.

2 days ago
Branch Banking-Client Consultant I Part Time

Flagstar Bank

Corona, NY

Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. Client Experience: Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner.

13 days ago
Branch Banking-Client Consultant I-Float

Flagstar Bank

$17 - $25

Valley Stream, NY

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Branch Banking Client Consultant I-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services.

10 days ago
Branch Banking Client Consultant I - Float NY

Flagstar Bank

Hicksville, NY

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Branch Banking-Client Consultant I-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services.

13 days ago
Branch Banking Client Consultant I -PT

Flagstar Bank

Syosset, NY

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals.

7 days ago
Branch Banking Client Consultant I - Huntington Station NY

Flagstar Bank

$17 - $22.55

Huntington Station, NY

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals.

1 day ago
Branch Banking Client Consultant I - North Babylon NY (Float)

Flagstar Bank

$17 - $22.55

North Babylon, NY

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Branch Banking Client Consultant I-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services.

2 days ago