Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Mortgage Advisor & Client Relationships

Citi

Citi in Danville, CA is seeking a Mortgage Lending Officer to originate high-quality residential real estate loans. This role collaborates with branch partners, processors, and underwriters to deliver timely closings while promoting Citi's lending and financial services. You will advise clients on loan options, analyze financials, and develop referral networks with real estate agents and wealth partners. A 5–8 year mortgage background and active NMLS registration are required. #J-18808-Ljbffr Citi

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Mortgage Advisor & Client Relationships in Danville, CA vacancy
  •  ...in Danville, California, is seeking a Mortgage Lending Officer to originate high-quality...  ...estate loans. You will consult with clients, collect financial data, assess qualifications...  ...the mortgage process, while building relationships with real estate agents and referral... 
    Suggested

    Citigroup Inc.

    Danville, CA
    1 day ago
  • JPMorgan Chase & Co. in Walnut Creek, CA seeks an experienced Private Client relationship manager to cultivate affluent client relationships and deliver bespoke financial planning and wealth management guidance. You will build a durable new business book, collaborate across... 
    Senior

    JPMorganChase

    Walnut Creek, CA
    4 days ago
  • JPMorgan Private Client in Walnut Creek seeks a seasoned Relationship Manager to cultivate and deepen client relationships, delivering bespoke financial solutions and guidance. You will work closely with clients to understand their goals and leverage JPMorgan Chase resources... 
    Senior

    JPMorgan Chase & Co.

    Walnut Creek, CA
    1 day ago
  • $120k

     ...Sales, WealthCompany: CitiThe Mortgage Lending Officer role is a...  ...providing superior service to clients and referral partners and is...  ...mortgage sales and client relationships through engagement with clients...  ...clients, Bank Teams, Wealth Advisors and support teams to drive... 
    Senior
    Full time
    Local area

    Citigroup

    Danville, CA
    15 hours ago
  •  ...Co. in Walnut Creek, CA seeks a Senior Home Lending Advisor to guide clients through the loan process, serving...  ...coordinating with branch teams to promote mortgage solutions. You will ensure...  ...to build lasting client relationships and support business #J-18808-Ljbffr... 
    Senior
    Local area

    JPMorgan Chase & Co.

    Walnut Creek, CA
    4 days ago
  • Fremont Bank’s Senior Relationship Banker in San Ramon delivers world-class service and grows client relationships through outbound calls, prospecting, and referrals. You’ll promote bank products, open new accounts, and collaborate with partners to maximize relationship... 
    Senior

    Fremont Bank

    San Ramon, CA
    3 days ago
  • $255k - $300k

     ...Ramon, California / San Jose, California( Client Services / Solutions ) - Sales...  ...enrichment of ideas and perspectives at AHEAD. Senior Client Solutions EngineerThe Senior Client...  ...and services team; maintaining strong relationships with our clients.In this role, you are a... 
    Senior
    Full time
    Work at office

    AHEAD

    San Ramon, CA
    1 day ago
  • JPMorganChase's Chase Home Lending is seeking a Senior Home Lending Advisor to be the primary contact for customers throughout...  ...service. You will coach colleagues, develop relationships with branches, and promote mortgage originations in footprint territories, acting as... 
    Senior

    JPMorganChase

    Walnut Creek, CA
    3 days ago
  •  ...Associate to monitor Private Bank/Merrill Lynch mortgage portfolios and structure highly...  ...PCMs and FAs to price loans, interact with clients, and seek cross-sell opportunities. FHA/...  ..., regulatory adherence, and client relationship focus are essential for #J-18808-Ljbffr... 
    Senior

    Bank of America

    Pleasanton, CA
    3 days ago
  • DAHLIN is seeking a Director of Client Development for Northern California to act as market...  ...revenue growth through strategic relationships and leadership. In this hybrid role, you...  ...lead pursuit efforts, and serve as trusted advisor from initial relationship through project... 
    Senior

    DAHLIN Architecture | Planning | Interiors

    Pleasanton, CA
    1 day ago
  • Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Walnut Creek, California to manage client relationships and deliver personalized investment guidance. This role emphasizes a relationship-driven environment, where you’ll collaborate with a dedicated advisory team... 
    Senior

    Charles Schwab

    Walnut Creek, CA
    2 days ago
  •  ...Architecture | Planning | Interiors is seeking a Director of Client Development for Northern California to act as market ambassador...  ...market strategies, identify opportunities, lead pursuits, and manage relationships #J-18808-Ljbffr DAHLIN Architecture | Planning | Interiors
    Senior

    DAHLIN Architecture | Planning | Interiors

    Pleasanton, CA
    3 days ago
  •  ...leadership, and outside service providers to deliver exceptional consultant experiences. The role emphasizes managing onboarding, contracts, payroll, vendor relationships, and operational improvements while supporting marketing initiatives and #J-18808-Ljbffr Compass Consulting
    Senior
    For contractors

    Compass Consulting

    Danville, CA
    3 days ago
  • California Bank of Commerce in Walnut Creek is seeking a Senior Relationship Manager to oversee loan and deposit relationships, drive revenue growth, and expand client portfolios. The role emphasizes proactive prospecting, cross-selling, and maintaining strong credit quality... 
    Senior

    California Bank of Commerce

    Walnut Creek, CA
    3 days ago
  • Kleinfelder Inc is hiring a Senior Water/Wastewater Project & Client Manager to expand their Central Ohio water practice. This pivotal role involves...  ...development initiatives, managing key client relationships, and overseeing complex infrastructure projects. The... 
    Senior

    Kleinfelder Inc

    Dublin, CA
    5 days ago
  •  ...Account Management to lead a team responsible for delivering key client commitments and coordinating staff functions that support CBRE...  ...will ensure resources are aligned to service projects, manage relationships with high-profile clients, review SLA performance, and #J-188... 
    Senior

    CBRE Group, Inc.

    Walnut Creek, CA
    4 days ago
  • $28.56 - $37.36 per hour

     ...Senior Relationship Banker The Senior Relationship Banker delivers world-class service in accordance with Fremont Bank standards at every client interaction. The Sr. Relationship Banker will recommend or refer retail consumer and business products and services to prospective... 
    Senior
    Work at office
    Local area
    Flexible hours
    Night shift

    Fremont Bank

    San Ramon, CA
    5 days ago
  • FFB Bank in California seeks a Treasury Relationship Manager II to lead and grow complex deposit and treasury relationships with small to mid-sized businesses. The role drives business development, mentors staff, and ensures superior service and regulatory compliance in... 
    Senior

    FFB Bank

    San Ramon, CA
    4 days ago
  • $150k - $350k

     ...seeking an experienced Cost Segregation Senior Manager/Principal to join our growing Forensic...  ...Our Cost Segregation professionals help clients maximize tax savings opportunities...  ...to expand service offerings and client relationships nationwide.How You'll Spend Your TimePractice... 
    Senior
    Full time
    Local area

    Withum Smith+Brown

    San Ramon, CA
    15 hours ago
  •  ...Senior Client Manager EPIC Insurance Brokers & Consultants is one of the fastest-growing insurance brokerage and consulting firms...  ...analysis, compliance support, open enrollment, and ongoing client relationship management. The ideal candidate brings strong employee... 
    Senior
    Local area

    EPIC Brokers

    Concord, CA
    4 days ago
  • $8k

     ...move their business forward. As a trusted advisor, you’ll create new value for Verizon and...  ...in your accounts.Developing deep relationships with your customers while getting to know...  ..., or a combination of both. Engage your clients with Verizon's Velocity Selling methodology... 
    Senior
    Full time
    Temporary work
    Part time
    Work experience placement
    Shift work

    Verizon

    Walnut Creek, CA
    15 hours ago
  • $69k - $89k

     ...Senior Bookkeeper/Accountant At Cetera, we need detail-oriented professionals who help us deliver quality and value to our clients. As a Senior Bookkeeper/Accountant, you will independently manage client accounting and bookkeeping responsibilities, maintain accurate... 
    Senior
    Work at office
    Remote work

    Cetera Financial Group

    Danville, CA
    2 days ago
  •  ...while contributing to an established, high-performing team. Responsibilities include driving business development, leading assurance engagements, managing scope and budgets, and serving as the primary client relationship owner. #J-18808-Ljbffr CLA (CliftonLarsonAllen)

    CLA (CliftonLarsonAllen)

    Walnut Creek, CA
    5 days ago
  •  ...Caldwell (BC) is excited to offer a fantastic Senior Client Services Manager/Project Manager...  ...future state, and position BC as a trusted advisor.Moreover, this role requires consistent success in expanding long-term client relationships, leading high-performing Client Service... 
    Senior
    Full time
    Temporary work
    Shift work

    Brown and Caldwell

    Walnut Creek, CA
    15 hours ago
  • $180k - $220k

     ...Job Description Job Description Senior Director Client & Account Growth, Utilities Epik...  ...clients, strengthening executive relationships, developing account strategies, identifying...  ...with customers. Develop trusted-advisor relationships and position Epik... 
    Senior
    Full time
    Local area
    2 days per week
    3 days per week

    Epik Solutions

    Pleasant Hill, CA
    3 days ago
  • Haley & Aldrich is seeking a Principal Geotechnical Engineer to lead high‑performing teams and cultivate deep client relationships in Northern California. The role supports leadership succession and expands government and transportation client relationships. The position... 
    Full time

    Haley & Aldrich Inc.

    Walnut Creek, CA
    4 days ago
  •  ...Description Job Description GENERAL JOB DESCRIPTION The Sr. Client Accountant Specialist provides outstanding service to our...  ...and entity tax returns. Partner with internal team members, advisors, and external service providers to resolve issues and support client... 
    Senior

    MAI WEALTH MANAGEMENT, INC.

    San Ramon, CA
    19 days ago
  • Jobtailor is seeking a Relationship Banker to engage with customers face-to-face, provide financial counsel, assess banking needs, and educate clients on deposit and loan products. The role focuses on building relationships while driving digital adoption and service accuracy... 

    Jobtailor

    San Ramon, CA
    5 days ago
  • $140.04k - $171.16k

     ...Business Banking Relationship Manager Our Business Banking Relationship Managers combine...  ..., and financial acumen to help business clients achieve their goals. By developing new...  ...In this role, you'll serve as a trusted advisor to business owners, connecting them with... 
    Senior
    Temporary work
    Work experience placement
    Local area
    Relocation package
    3 days per week

    U.S. Bank

    Walnut Creek, CA
    1 day ago
  •  ...commercial real estate investors, providing our clients access to experts in debt, equity,...  ...growth strategy, we are seeking a Senior Investment Broker to join our Walnut Creek...  ...successfully generating new business and building relationships, proven through repeat client... 
    Senior
    For contractors
    Start working today

    NorthMarq

    Walnut Creek, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Mortgage Advisor & Client Relationships. Be the first to apply!