Senior Mortgage Finance Client Care Strategist
BOK Financial
BOK Financial is seeking a Senior Mortgage Finance Client Care Specialist to work with clients, Relationship Managers, Treasury Management Officers, Portfolio Managers, and legal counsel to manage onboarding, modifications and renewals for Mortgage Warehouse Finance facilities. You will gather essential documentation, advise on process requirements, and ensure compliance with Credit, Business Controls and Treasury Management as you maintain proactive client communication and drive satisfactory #J-18808-Ljbffr BOK Financial
- BOK Financial is seeking a Sr. Mortgage Finance Client Care Specialist in Dallas to lead on-boarding, renewals, and modifications for Mortgage Warehouse Finance facilities. You will coordinate with Relationship Managers, Treasury Management Officers, and legal counsel...SeniorMortgage
- ...financial products and services, focusing on personalized client relationships. With over a century of experience, we... ...We go above. So you can go beyond." Job Description The Senior Mortgage Finance Client Care Specialist is responsible for working directly with clients...SeniorMortgageWork at office
- A leading financial services firm is seeking a Senior Home Lending Advisor in Dallas, Texas, to serve as the principal contact for customers... ...knowledge of home lending products and experience in the mortgage industry. Responsibilities include mentoring branch staff,...SeniorMortgage
$65k - $80k
...team is looking for a Senior Tax Servicing Specialist... ...operational excellence that our clients and investors rely on.... ..., or real estate finance concepts. Strong... ...real estate, commercial mortgage servicing, or insurance... ...parenting, housing, senior care, finances, pets, legal...SeniorMortgageWeekly payWork at office- ...P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering... ...services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing...Mortgage
- Overview You have a passion for taking care of customers and employees, making them feel... ...for a select group of Chase's affluent clients as well as other customers in the branch.... ...be required to register with the National Mortgage Licensing System and Registry (NMLS) and...MortgageAfternoon shift
- ...s success. As a Relationship Strategist III within PNC's Private Bank... ...position. Job Description Leads client management activities with... ...purchase plans; dependent care reimbursement account; back-up... ...Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE...MortgageFull timeTemporary workPart timeWork experience placementWork at officeRemote work
- ...s success. As a Relationship Strategist Sr within PNC's Private Bank... ...position. Job Description Leads client management activities with... ...stock purchase plans; dependent care reimbursement account; back-... ...and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act...SeniorMortgageFull timeTemporary workPart timeWork experience placementWork at office
- ...s success. As a Relationship Strategist Sr within PNC's Private Bank... ...Job Description Leads client management activities with clients... ...purchase plans; dependent care reimbursement account; back-... ...and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act...SeniorMortgageFull timeTemporary workPart timeWork experience placementWork at office
- Jobtailor is seeking a Mortgage Funding Specialist in Dallas to ensure data integrity for residential loans and coordinate funding processes. You will interact with customers nationwide, maintain strict confidentiality, and process payoff wires accurately to support timely...Mortgage
- ...Surety Client Advisor Acrisure is a global Fintech leader that... ...Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure... ...your life, from your health and finances to your family and future.... ...discount programs. Family Care: Paid maternity leave and paid...MortgageImmediate startFlexible hours
- Commercial Insurance Client AdvisorSkip to main content# CareersCommercial... ...Reinsurance, Cyber Services, Mortgage Origination and more.Acrisure... ...life, from your health and finances to your family and future.... ...discount programs.* **Family Care:** Paid maternity leave and paid...MortgageImmediate startFlexible hours
- to learn more.Sr Private Client Advisor page is loaded## Sr Private... ...investment advisor, wealth strategist, financial planner, trust administrator... ...of investments, banking, mortgage, planning, and trust concepts... ...: Bachelor’s degree in finance, economics, accounting or related...SeniorMortgageImmediate startDay shift
- Cotality in Dallas is seeking a Client Success Manager to enhance client relationships and drive service improvements. This role requires deep knowledge of the Mortgage Industry and a commitment to client success, involving various administrative and collaborative tasks...SeniorMortgage
- JPMorganChase is seeking a Senior Home Lending Advisor to serve as the chief point of contact... .... This role is pivotal in guiding clients towards achieving homeownership. The ideal... ...experience, along with at least 3 years in mortgage lending and demonstrated sales proficiency...SeniorMortgage
- ...Thornton is seeking a Business Consulting Senior Associate in Dallas, Texas. This role focuses on business process analysis and client relationship management to achieve operational... ...have a Bachelor’s degree in Accounting or Finance, along with 2+ years of relevant...Senior
$60k - $75k
...Financial Recruiter in Dallas, Texas, responsible for generating sales and increasing revenue. The role involves recruiting top talent for clients, managing job orders, and collaborating with business stakeholders to deliver results. Candidates should possess a Bachelor's...Senior- Huntington Bank in Dallas is seeking a Wealth Planner to deliver comprehensive financial planning for clients with net worth of $1-10M. Lead engagements and conduct discovery conversations to understand goals, values and objectives. You will develop personalized plans covering...SeniorRemote job
- ...pursuit of homeownership. We are seeking a Senior Financial Analyst to focus on the... ...and recommending actions. Responsibilities Mortgage industry experience strongly preferred Identifies... ...and factual information with colleagues, clients and customers May have limited management...SeniorMortgage
$96k - $181k
...commercial real estate finance platforms, offering a full... ...types. Our Commercial Mortgage Group (CMG) is a top‑... ...delivering exceptional client service while maintaining... ...(Purpose) As an FHA Senior Underwriter - LEAN, you... ...living facilities, memory care communities,...SeniorMortgageWork at officeFlexible hoursNight shift- A leading benefits consulting firm is looking for a Senior Voluntary Benefits Consultant to join their hybrid Voluntary Benefits team in Dallas, Texas. This role involves maintaining and expanding client relationships while developing sales strategies tailored to client...Senior
$67.92k - $93.39k
...and develop them into revenue-generating client solutions. You will be responsible... ...quicklyincluding Product Management, Marketing, Finance, and Customer Successwhile partnering... ...best practices with parallel Innovation Strategist teams across EMEA and India. Data...SeniorShift work- ...investment solutions to high net worth (HNW) clients. We collaborate across Edward Jones... ...reach their goals. What You Will Do Senior Wealth Strategists partner with home office and third‑... ...policy) Bachelor's degree in Business, Finance, Accounting, or Law required. Ability...SeniorTemporary workWork at officeHome officeFlexible hours
- Citi is seeking a Lending Advisor in Dallas, Texas. This role requires expertise in lending and client management, including responsibilities for direct client coverage and thorough due diligence on financial products. Ideal candidates will have 10+ years of experience...Senior
- ...you to join our dynamic team at Rocket Mortgage and take your career to new heights. At... ..., you’ll play a crucial role in guiding clients through the mortgage process. Whether they... ...Comprehensive Benefits : From health to finances, we’ve got you covered starting day one....SeniorMortgageLive in
- Rocket Mortgage is seeking a motivated Mortgage Loan Officer to support aspiring homeowners in navigating the mortgage process. This is... ...where you will promote the advantages of Rocket Mortgage, guide clients through their loan options, and help them achieve their dreams...Mortgage
- ...please use the 'Apply' option. IF YOU CARE, THERE'S A PLACE FOR YOU HERE EFI Global... ...and collective insights empower clients to make better-informed business decisions... ...available public records including land deeds, mortgages, liens, suits, judgments, marriage and divorce...SeniorMortgageFull timeWork at officeLocal areaRemote work
- ...legal practice model. This is a client-facing role for a... ...what they earn. Role: The Tax Strategist is responsible for delivering... ...engineers, and business leaders who care deeply about customer success... ...Bachelor’s degree in Accounting, Finance, Law, or a related field...Local area
$61k - $71k
East West Bank is seeking a Mortgage Loan Advisor in Dallas, Texas to proactively develop a network of... ...through marketing efforts and delivering exceptional client experiences. Applicants should possess a BA/BS degree in Finance or a related field, plus over three years of...Mortgage- JPMorgan Chase Bank, N.A. in Garland, TX seeks a Private Client Banker in Branch Banking to serve affluent clients, manage their banking... ...balances. You will collaborate with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients...Mortgage
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