COI & Consumer Engagement Manager - Mortgage
$104.55k - $123kU.S. Bank
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.Job DescriptionAdvance U.S. Bank’s National Strategic Markets and Affordable Lending objectives by helping to design and execute high‑impact business development plans that significantly expand mortgage access across all strategic growth markets.Develop connections that strengthen consumer and COI engagement models to drive measurable production lift, deepen community partnerships, and advocate awareness with the communities we serve and U.S. Bank employeesActively engage community organizations to create awareness and access for both consumers and COIs to relevant services and products. Participates in and/or leads local events and partners with community organizations focused on advancing homeownership.Deliver consistent cross functional and mortgage referrals.Serves as a resource and coach in the N. California/Pacific Northwest market, driving awareness of the tools available to advance homeownership.Basic Qualifications- Bachelor's degree, or equivalent work experience- Five to eight years of experience in project management activitiesPreferred Skills/Experience- Advanced knowledge of CRA and Affordable Lending- Demonstrated management and leadership skills- Strong organizational and analytical skills- Advanced knowledge of project management- Ability to identify and resolve exceptions and to analyze data- Excellent verbal and written communication skills* Role includes up to 50% travel, as business needs requiredIf there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits:Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:Healthcare (medical, dental, vision)Basic term and optional term life insuranceShort-term and long-term disabilityPregnancy disability and parental leave401(k) and employer-funded retirement planPaid vacation (from two to five weeks depending on salary grade and tenure)Up to 11 paid holiday opportunitiesAdoption assistanceSick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by lawReview our full benefits available by employment status here. U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.E-VerifyU.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $104,550.00 - $123,000.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.Posting may be closed earlier due to high volume of applicants.SummaryLocation: San Francisco, CA; Cupertino, CA; Concord, CA; Walnut Creek, CAType: Full time
- ...new talent to lead our Account Management team and Residential Services... ...Lending and Loan Servicing/ Consumer Lending activities. You will... ...influencing and advisory skills, engaging with multiple teams and... ...ServicingPreferred Qualifications:Residential Mortgage and Loan Servicing...MortgageLive inWork at officeLocal area
$60k - $100k
...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management... ...for the provision of residential mortgage loans, and as such, is subject to SAFE Act... ...SAFE Act requirements, all employees engaged in residential mortgage loan originations...MortgageWork at officeWork from homeShift workDay shift$37.44k - $42.31k
...contribute to the company’s success. As a Mortgage Loan Officer within PNC's Mortgage... ...connect with their recruiter and hiring manager to understand workplace expectations and... ...additional background checks as required by Consumer Financial Protection Bureau regulations....MortgageFull timeTemporary workPart timeWork experience placementWork at office$81.3k - $173.3k
...relationships and developing high level COIs (Centers of Influence). Regularly represent... ...industry meetings, events or speaking engagements. Lead the client service team members... ...issues and maintenance of the Agency Management System. Help associates address and...SuggestedWork at officeNight shiftAfternoon shift2 days per week1 day per week- ...competitive pay and a positive working environment. We will work hard to help you with your next career move within the Title, Escrow & Mortgage industry. Company Description Our Staff is passionate about recruiting and we take pride in matching our candidates with the...MortgageFull timeImmediate startMonday to Friday
$170k - $300k
...draft legal documents such as wills, deeds, patent applications, mortgages, leases, and contracts. Interpret laws, rulings, and... ...Excellent verbal and written communication skills. Ability to manage multiple tasks and meet deadlines. Proficient in legal research...MortgageWork at officeRemote work- ...have an opportunity to contribute to the company's success. As a Mortgage Loan Officer within PNC's Mortgage organization, you will be... ...encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns...MortgageFull timeWork experience placementWork at office
$53k - $90k
...equipped with extensive training in Salesforce, sales process management, business development and more. Principal Duties and Responsibilities... ...relationships with professionals from the real estate and mortgage industry. Work with clients to understand their insurance...MortgageLocal area- Martinez- Relationship Manager 2 - Full Time - Onsite (No.CA) Nuvision Federal Credit Union... ...Services, Insurance Products, First Mortgages, Small Business product services including... ...lending and cash management solutions, consumer deposit and lending services, and Autoland...MortgageFull timeLocal areaRelocation packageNight shift
- ...Newfi Lending is owned by Apollo Global Management, one of the largest private-equity firms... ...equity in our Wholesale, Correspondent, and Consumer Direct channels. We are looking for... ...along with member service leads, digital mortgage technology, top of the line local processing...MortgageSelf employmentLocal areaWork from homeHome office
$50k - $250k
...Mortgage Loan Officer This industry can be brutal when you're on an island. You know the drill. You ask a question and wait two days... ...about five minutes, from someone who's funding loans too, not a manager who hasn't originated in a decade. And the access goes all the...MortgageRemote work- PNC Financial Services Group is seeking a Mortgage Supervising Loan Officer to oversee a small team in the East Bay market (Walnut Creek, Concord, Fremont), CA. You will guide loan solutions, review documentation, and ensure compliance while driving client relationships...MortgageWork at officeLocal area
$37.44k - $42.31k
...contribute to the company's success. As a Mortgage Supervising Loan Officer within PNC's... ...connect with their recruiter and hiring manager to understand workplace expectations and... ...additional background checks as required by Consumer Financial Protection Bureau regulations....MortgageFull timeTemporary workPart timeWork experience placementWork at office$92.4k - $172.1k
...assigned. Client Executive Service associates act as a leader for the service team members to include Client Administrators and Client Managers, as well as Marketing and Risk & Loss associates as the need for their expertise occurs. Essential Duties & Responsibilities...Minimum wageNight shift$150k - $200k
...tech-forward, exceptionally AI-centric, mortgage company with a nimble, fast-moving team.... ...analytics, and the team that executes it. You’ll manage your own team and report directly to the... ...to pre-approval, and campaigns that engage with past clients to keep them coming back...MortgageRemote work- ...Insurance Consulting & Professional Services Banking & Mortgages Banking Services About the Role The Company is seeking... ...standards, monitoring portfolio performance, and reporting to senior management and the board. The VP will also manage vendor relationships,...MortgageWork at office
$350 per month
...package type, location and the company that books you. What the Training Covers Refinance, purchase, HELOC, seller and reverse mortgage closings Proper notarization, journal entries and ID verification Building a mobile notary business and marketing yourself...MortgageRemote workFlexible hours$76.5k - $127.5k
...to the company’s success. As an Account Manager within PNC's Financial Wellness Solutions... ..., the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or... ...California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain...MortgageFull timeContract workTemporary workPart timeWork experience placementWork at office$20 per hour
...what you excel at—all from Day One. Job Description Originates mortgage loans in an assigned Non-Bank territory. Takes applications,... ...appropriate sources. Incumbents are customarily and regularly engaged in making and soliciting loan sales and conducting sales-related...MortgageTemporary workLocal areaRemote work- ...as well as other branch clients. You will manage their complete banking relationship... ...and services for their financial needs. Engage in clear, polite, consultative communication... ...addition, this position requires National Mortgage Licensing System and Registry (NMLS)...MortgageImmediate startAfternoon shift
- ...term career with a collaborative, growth-oriented organization, EPIC may be the right fit. Position Summary The Senior Client Manager partners closely with Producers and Client Executives to manage and service a book of employee benefits clients. This role is...Local area
$19.81 - $25.31 per hour
...selling retail products and scheduling future appointments. Manage the finances by maintaining accurate balances and utilizing proper... ...duties as assigned. The Five Principles: Quality: The consumer is our boss, quality is our work and value for money is our goal...Hourly payMinimum wageFull timeTemporary workPart timeFlexible hoursShift work- ...clients and their pets feel supported and cared for. Your responsibilities will encompass client communication, scheduling, patient management, and contributing to a welcoming environment for both people and pets. Daily Responsibilities Include: Welcoming and assisting...Hourly paySummer work
$64.7k - $120.4k
Job Description CM The applicable base salary range for this role is $64,700 to $120,400. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements...Minimum wage$80k - $105k
...guidelines at all times.Lead, manage and coach associate... ...products and Columbia's Business/Consumer Financial Review process. Develops... ...authorized by the Bank to take mortgage loan applications, offer a... ...employer committed to employing, engaging, and developing a diverse...MortgageWork experience placementWork at officeLocal area- ...billion in FY25 revenue. Visit us at.As a Management Consulting Senior Manager within the... ...data, and automation. Retail banks are engaging Accenture to partner on their most critical... ...Management consulting experienceConsumer lending/mortgage lending experienceCore banking...MortgageLive inWork at officeLocal area
$16.9 per hour
...This role will be working on-site. Originates new residential mortgage loans. Establishes and maintains relationships with realtors,... ...without direct supervision. ~ Possess effective time management and organizational skills. ~ Demonstrates teamwork in facilitating...MortgageHourly pay16 hoursWork experience placementLocal areaWork from homeFlexible hours$120k - $175k
...associates in that area. Responsible for production: Registering and closing mortgage loans and direct client contact on individual production. Manages ongoing relationships with consumer customers. Evaluates moderately complex and variable issues with substantial...MortgageFull time- ...billion in FY25 revenue. Visit us at.As a Management Consulting Manager within the Banking... ...leader who drives client engagements at the intersection of business strategy... ...consulting experienceConsumer lending/mortgage lending experienceCore banking experienceDemonstrated...MortgageLive inWork at officeLocal area
- ...scale, and technology. Job Description Job Title: Associate Manager, Hedge Fund Accounting Locations: San Francisco, CA (hybrid)... ...income, repurchase agreements, futures, foreign exchange, mortgages, or options What Sets You Apart Geneva fund accounting...MortgageOngoing contractFull timeWorldwide
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to COI & Consumer Engagement Manager - Mortgage. Be the first to apply!
- client solutions executive Walnut Creek, CA
- client experience manager Walnut Creek, CA
- member engagement manager Walnut Creek, CA
- client relationship manager Walnut Creek, CA
- client services coordinator Walnut Creek, CA
- client engagement manager Walnut Creek, CA
- client executive Walnut Creek, CA
- engagement director Walnut Creek, CA
- client services supervisor Walnut Creek, CA
- client manager Walnut Creek, CA




