Location: Garden Grove, CA
Company: Jpmorgan Chase Bank, N.A.
Banking jobs refer to employment opportunities within the financial industry, specifically within banks, where individuals handle monetary transactions, manage financial assets, provide advice on financial services, and support the economic infrastructure. These roles often require strong numerical skills, keen attention to detail, and an understanding of financial regulations. Sector jobs can range from teller positions to investment banking analysts, each with a focus on financial integrity, customer service, and contributing to the bank's profitability. As the banking sector evolves with technology, many roles also involve adapting to digital banking platforms and innovative financial products.
--- Work with a team of processors and junior processors to manage and oversee pipeline --- Meet expectations for communication to clients and close times --- Track metrics between stages of the loan process --- Communicate with clients in one off scenarios What We Offer: --- High-Quality Loan Files: Benefit from pre-filtered loans that focus solely on HELOCs and Home Equity Loans.
--- Competitive Compensation --- Efficient Processes: Our average loan completion time is 17-21 days, thanks to our use of AVMs instead of traditional appraisals. Ideal Candidate: --- Strong communication skills and a keen problem solving --- Motivated to succeed financially in the evolving mortgage landscape.
--- Prior experience in mortgage processing management or a related field would be an advantage. Why Join Us: Our focus on equity products shields us from the high rates affecting 1st mortgages.
We've optimized our processes to ensure our team has the best chance of success. If your goal is to consistently achieve five-figure monthly earnings, let's get you there! Application Process: Interested candidates are encouraged to apply and learn more about how we can help you thrive in this rewarding position. Responsibilities: --- Estimate accurate monthly home loan funding goals and metrics forecast by creating pipeline management process --- Build a positive work environment through helpful
relationships with additional team stakeholders: mortgage servicers, underwriters, mortgage operations manager/branch managers, and mortgage loan officers to ensure the loan transaction progresses smoothly --- Hire, recruit, onboard, train, direct, lead, and manage daily activities of mortgage loan processors, processing assistants and other team members --- Resolve, escalate, or remedy customer service issues in a professional manner --- Assist, mentor, and motivate team members to exceed daily, monthly, quarterly, and yearly goals and KPIs Qualifications: --- Excellent interpersonal, communication, training, organizational, and time management skills are essential --- Familiarity with AUS and LOS software, as well as Google Suite and MS Office, are beneficial --- 3+ years management experience in mortgage operations, preferably in processing management, or as a sales manager or operations manager is ideal; 3-5 years of experience with high volume loan processing as a team lead in mortgage lending or mortgage banking, or at a credit union will also be accepted --- Demonstrable knowledge of the mortgage industry, loan products and programs (FHA, FNMA, FHLMC, Jumbo, VA, USDA, etc.
), and state and federal regulations and laws (RESPA, etc.
) About Company: Why Summit Lending? We're not just a lending team; we're the leading lending team in California. At this pivotal point in our journey, we're extending an opportunity for passionate individuals to join and contribute to our legacy. We pride ourselves in offering not just a job, but a long-term, stable career pathway for those who are as dedicated to our mission as we are. How to Join Our Team: Your interest means the world to us, but we kindly ask that you refrain from phone inquiries. For your chance to be a part of the Summit Lending family, simply submit your application along with a resume and a thoughtful cover letter expressing your fit for the role.
Let's shape the future of lending, together!
financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Major Duties Responsible for developing new relationships and existing relationships. Identifies prospects and develops the marketing strategy for specific clients. Manages complex wealth management banking credit and treasury management client relationships and identifies opportunities external to banking in the areas of investment
and fiduciary. Applies knowledge of credit policy, banking products as well as risk management in serving clients. Responsible for “cold calling” on prospects with the ability to self-source new relationships.
Responsible for structuring and negotiating complex loan and/or lease agreements according to guidelines established by senior bank and business unit management. Analyzes and negotiates the terms of loans, such as special pricing conditions, interest rates, Swaps etc. according to guidelines set by the Credit Policy Committee. Oversees and negotiates the preparation of documentation necessary for the financing agreement. Advises and consults with clients as it relates to Goals Driven
Wealth Management Generates leads through well established relationships with COI’s and cultivates a network of additional COI’s.
Carries out activities that are large in scope, cross-functional and technically difficult. Role is balanced between high level operational execution and development and execution of strategic direction of business function activities. Responsible for direct interaction with different committees and/or management Strategic in developing, implementing, and administering programs within functional areas. Solves complex problems. Knowledge Advanced knowledge of the banking industry, competition, and financing, usually acquired through formal education and experience is required.
Knowledge of investments, trust and financial consulting concepts is necessary to identify cross selling opportunities. Skills in negotiation, leadership and sales are necessary to develop the client and prospect relationships and a partner network. Excellent oral and written communication skills are required. Highly flexible and adaptable to change. Requires in-depth conceptual and practical knowledge in own job discipline and basic knowledge of related job disciplines. Qualifications 3 - 5 years’ experience in financial analysis and commercial credit required Business Development experience May lead small projects with manageable risks and resource requirements.
Salary Range: $130,000 - $180,000. Salary range is an estimate of base pay. Northern Trust provides a comprehensive benefits package, including retirement and pension plan contributions, health and welfare benefits, paid time off, parental and caregiver leave, life insurance, and other wellbeing benefits. Working With Us As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #Made For Greater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities.
If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at xyz X@. We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Corporate & Institutional Banking Undergraduate Intern – Agency Finance organization, you will be based in Dallas, TX or Calabasas, CA.
Job Description Corporate & Institutional Banking (C&IB) Undergraduate Intern – Agency Finance As a PNC Intern, you will participate in a " best-in-class" internship program. During this 10-week program, you will have the opportunity to gain exposure to a specific line of business, expand the tools you need to launch your career and complement
your education with real-world job experience. PNC is one of the largest U. S. banks with $541 billion in assets and $450 billion in deposits. PNC has approximately 60,000 employees across the United States and abroad; approximately 2,600 branches; and approximately 9,500 ATMs as of June 2022.
The Agency Finance track of our C&IB Summer Internship Program enables interns to explore various aspects of the Multifamily Finance industry through PNC’s Fannie Mae DUS, Freddie Mac Optigo, and FHA lending platforms. In addition to agency lending, we offer construction, bridge, and permanent financing through our balance sheet. This suite of products allows us to provide comprehensive financing
solutions to our customers Nationwide. Interns will work directly with the Relationship Team and senior management to support daily operations related to underwriting (portfolio administration, periodic reviews, due diligence reviews, loan documentation and fulfillment) and sales functions (pre-call planning, client research, pre-screen, relationship reviews, and loan structuring).
Upon completion, interns will recognize the importance each of these functions have on the deal-making process. The Summer Internship Program is a direct pipeline for talent to C&IB PNC Real Estate Development Program, providing interns with an unparalleled opportunity to learn the business while gaining visibility among the firm's senior leadership.
Upon successful completion of the Summer Internship, interns may be offered an opportunity to join the C&IB Development Program after graduation. Geographic flexibility is important to your success in this program. Opportunities may occur in Calabasas, CA or Dallas, TX. Learn more about PNC’s Summer Internships by visiting www. pnc. jobs/students. Job Profile : Participates as an intern in the PNC summer internship program. Performs or assist the core activities of the group by applying knowledge learned to drive business results (e.
g. deal, sales, process support, internal or external customer interaction, or supporting internal projects). Works under supervision and may have limited approval and/or exception authority. Participates in social learning within the organization (e. g. identifies and networks with business representatives and peers, participates in mentoring, job shadowing and community outreach). Required Education and Experience : Working toward Bachelor's Degree, preferred business relevant majors (e. g. Finance, Accounting, IT, Economics, Marketing, Math, Statistics, HR, Management, Communications, Business Law, Psychology, Logistics, Engineering, Computer Science, Actuarial Sciences), junior status.
Minimum GPA 3.0 PNC provides equal opportunity to qualified persons regardless of race, color, interaction, religion, national origin, age, interactionual orientation, gender identity, disability, veteran status, or other categories protected by law. Competencies Accuracy and Attention to Detail – Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy. Analytical Thinking – Knowledge of techniques and tools that promote effective analysis and the ability to determine the root cause of organizational problems and create alternative solutions that resolve the problems in the best interest of the business.
Effective Communications – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Flexibility and Adaptability – Knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment; ability to adapt as needed.
Information Capture – Knowledge of the processes and the ability to identify, capture and document relevant business information in an auditable, organized, understandable and easily retrievable manner. Initiative – Understanding of the value of self-motivation and initiative; ability and willingness to seek out work and the drive to accomplish goals. Products and Services – Knowledge of major products and services and product and service groups; ability to apply this knowledge appropriately to diverse situations. Self-Directed Growth and Development – Understanding of the necessity of continuous personal growth; ability to gauge one's strengths, limitations and interests, and use of this knowledge for purposes of performance effectiveness and self-development.
Work Experience Roles at this level are filled by recent university / college graduates with little or no professional experience, but possessing relevant skills. Includes individuals joining the organization through a Corporate development/ training program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education No Degree Additional Job Description Compensation: $18/HR - $35/HR Placement within the compensation range is based on the specific role and may vary by geographic location and/or market data. Benefits PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include medical/prescription drug coverage (with a Health Savings Account feature); dental and vision options; employee and spouse/child life insurance; short- and long-term disability protection; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives.
To learn more about these and other programs, including benefits for part-time employees, visit > New to PNC. Disability Accommodations Statement: If an accommodation is required to participate in the application process, please contact us via email at xyz X@ Click To Reveal Email. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email.
Emails not related to accommodation requests will not receive responses. Applicants may also call Click To Reveal Phone and select Option 4: Recruiting for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO): PNC provides equal employment opportunity to qualified persons regardless of race, color, interaction, religion, national origin, age, interactionual orientation, gender identity, disability, veteran status, or other categories protected by law. California Residents Refer to the California Consumer Privacy Act Privacy Notice ( Click To Reveal Link to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Recommended Skills Actuarial Science Adaptability Administration Analytical Attention To Detail Coaching And Mentoring
time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.
We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships. About the Role: The Personal Banker is responsible for delivering an exceptional
customer experience. They will build new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the customer to the appropriate business partners within the Bank when needed.
Provide excellent customer service by providing immediate acknowledgement, identifying, and offering products and services, and responding to inquiries in a timely manner. Develop relationships by consulting with customers. Deliver and package detailed clerical support for deposit and consumer loan accounts, business accounts, collections and wires, safe deposit contracts, and pay and receive transactions. Back up Client Service
Specialists. Stay current and demonstrate knowledge on products and procedures.
Resolve customer issues and requests. Demonstrate proficiency with basic business, consumer, and trust entities. Learning consumer lending. Begin to mentor other team members about products, services, and business partners. Beginning to back up the Assistant Manager with operational duties and tasks. Other responsibilities as assigned. About You: High school diploma or equivalent. One year of customer service and/or personal banking experience. Knowledge of products and services offered and referrals to business partners. Ability to follow Standard Operating Procedures.
Cash handling, balancing, and calculating skills. Ability to complete multiple and varying customer requests in a timely fashion. Support the branch goal of identifying and referring a wide range of bank products and services to the appropriate business partners. Proficient in expanding the customer relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business bio and rapport with customers. Familiar with state laws regarding products and services (look at specific training tracks). Working towards NMLS certification. In-depth knowledge of consumer loan products.
Developing consumer lending skills. Bilingual, preferred. NMLS Certification, preferred. Work Style: Umpqua Bank offers a Flexible Workplace Program and this opportunity comes with the Full Office work style which is working in office from a designated company location five days weekly. Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $18.00 to $24.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location.
The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays.
Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, interaction, age, interactionual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics.
If you require an accommodation to complete the application or interview(s), please let us know by email: xyz X@ To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
