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Relationship Executive Job Summary Relationship Executives work to establish and sustain meaningful ties with an organization’s clients, which may include companies or individuals. Relationship Executives then leverage these connections to retain clients and to identify additional sales opportunities. To be successful as a Relationship Executive, you should ensure alignment between our organization’s objectives and each […]

Personal Banker Job Summary Personal Bankers assist clients in managing their bank accounts and finances. They understand the banking industry and have detailed knowledge of different investment and savings products available to clients. To be successful as a Personal Banker, you must successfully build and maintain long-term relationships with clients and be able to resolve

Mortage Underwriter Job Summary Mortgage Underwriters evaluate loan applications and approve or deny mortgage loans. A successful Mortgage Underwriter should be able to exercise sound judgment based on detailed analysis and ensure that all documentation is in compliance with the relevant regulations. Responsibilities: Authorizing and underwriting loans. Reviewing and verifying loan applications and supporting documentation.

Mortage Processor Job Summary Mortgage Processors administer loan applications for the purchasing of real estate. Their primary responsibilities include interviewing loan applicants, assisting applicants in choosing the right mortgage option and approving or rejecting loans. Mortgage Processors will work closely with loan applicants and interview them personally. They will need excellent communicative and interpersonal skills

Mortage Closer Job Summary Also known as Mortgage Loan Closers, Mortgage Closers assemble and verify all paperwork required for finalizing mortgage loans. A successful Mortgage Closer should be detail-oriented, have a great sense of organization, and be able to maintain accurate closing schedules. Responsibilities: Preparing and reviewing loan closing packages and paperwork. Ensuring the accuracy

Loan Processor Job Summary Loan Processors are in charge of preparing loan files and submitting them to banks or mortgage lenders for approval. It’s their responsibility to ensure that all documents and signatures are in order prior to submission. Other duties include interviewing, assessing, and researching loan applicants. In this position, your chief goal will

Loan Officer Job Summary Loan Officers evaluate and authorize approval of business, real estate, or credit loans. They are specialists at evaluating the financial status of a loan applicant. Duties include updating account records and reviewing loan files. They work for commercial banks, mortgage companies or credit unions. The ideal candidate will have experience managing

Investment Banker Job Summary An Investment Banker is responsible for raising capital for businesses and individuals by issuing debt and selling equity. Also known as an Investment Banking Analyst, these highly-analytical professionals oversee mergers, conduct research, and prepare legal and financial documents. As the Investment Banker, you will be responsible for managing mergers, implementing financial

Insurance Advisor Job Summary Also known as a Financial Advisor, an Insurance Advisor provides financial advice to clients on retirement planning, investing, and protecting against risks. Insurance Advisors complete a financial needs analysis with clients, which includes assets and liabilities, tax status, existing insurance and risk analysis. To be successful as an Insurance Advisor, you

Head Of Finance Job Summary Heads of Finance oversee the financial activities of an organization. Heads of Finance forecast financial results, manage budgets, and conduct risk management. To be successful as a Head of Finance, you should demonstrate excellent leadership qualities and experience in modeling financial strategies. Ultimately, a competent Head of Finance should maintain