Top 2274 Private Client Advisor Jobs

Mortgage Loan Originator
Horizon Bank —New Buffalo, MI
- Full-time
- Computer literacy
- Mid-level
- Office
Quick Apply
EVP Commercial Lending
M&A Executive Search —Detroit, MI
- From $200,000 a year
- Full-time
- 11+ years
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Business Associate/ Financial Advisor
VJH Concierge Financial Planning —Knoxville, TN
- $30,000 - $35,000 a year
- Email
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Paid time off
Quick Apply
3d
Bilingual Chinese Financial Advisor
New York Life —Flushing, NY
- $100,000 - $200,000 a year
- Full-time
- Bilingual
- Office
- Financial services
- Health insurance
- Dental insurance
Quick Apply
Relationship Manager
Diya Finance —Greenwood Vlg, CO
- $60,000 - $150,000 a year
- Full-time
- Background check
- Customer service
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Associate Private Wealth Advisor
The Bahnsen Group LLC —Phoenix, AZ
- Full-time
- Mid-level
- Office
- Business development experience
- Health insurance
- Dental insurance
Quick Apply
Private Client Manager
First National Bank of Omaha —Kansas City, MO
- $63,288 - $104,425 a year
- Email
- Hybrid work
- CPA
- Research
- Mid-level
- Health savings account
- Disability insurance
12d
Financial Advisor
Twelve Points Wealth Management —Concord, MA
- $125,000 - $275,000 a year
- Full-time
- Microsoft Excel
- Office
- Business development experience
- Health insurance
- Dental insurance
Quick Apply
13d
In-Person Account Executive
High Rise Capital —New York, NY
- $100,000 - $450,000 a year
- Urgently hiring
- Mid-level
- Business development experience
- US work authorization
- Health insurance
- Paid time off
Quick Apply
Financial Advisor
Ameriprise Financial —Glastonbury, CT
- Full-time
- Mid-level
- Office
- Financial services
Advisor
Socium Advisors —St. Louis, MO
- From $90,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Senior Private Banker, Ultra High Net Worth
BMO Financial —Chicago, IL
- $102,000 - $190,000 a year
- Part-time
- 7 years
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Senior Private Banker
BMO Financial —Los Angeles, CA
- $122,400 - $228,000 a year
- Part-time
- 7 years
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Private Wealth Advisor/Financial Planning - NYC
Northwestern Mutual —New York, NY
- $95,000 - $168,000 a year
- Full-time
- Hybrid work
- Sales
- No background check
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Senior Merchant Business Advisor
KeyBank National Association —Buffalo, NY
- $56,000 - $85,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
Luxury Client Advisor – Inside Sales (Phone-Based Luxury Jewelry Sales)
Just Sales Jobs —Burnsville, MN
- $50,000 - $90,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Computer literacy
- Health insurance
- 401(k) matching
Quick Apply
Senior Team Manager, Trust Administration
Charles Schwab —Wilmington, DE
- $130,000 - $170,000 a year
- Hybrid work
- Inventory management
- Research
- 8 years
- Paid parental leave
- Employee stock purchase plan
Account Executive- Mid Market - Home Base Care
Activated Insights —Idaho Falls, ID
- Full-time
- Mid-level
- Office
- 3 years
Quick Apply
Client Advisor with Athletic Background
Northwestern Mutual - Princeton —Princeton, NJ
- $70,000 - $95,000 a year
- Full-time
- Hybrid work
- High school
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
12d
Private Equity P&C Underwriting Specialist OR Executive Underwriter (Middle Markets)
Zurich Insurance Company Ltd. —New York, NY
- $94,800 - $205,100 a year
- Full-time
- Hybrid work
- Mid-level
- High school diploma or GED
- Analysis skills

I want to receive the latest job alert for Private Client Advisor

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

Private Client Advisor jobs near

Mortgage Loan Originator

Horizon Bank -
New Buffalo, MI

Quick Apply

Job Details

Full-time

Qualifications

MLO License
Computer literacy
Math
Typing

Full Job Description

Job Overview

Assist customers in securing conventional, lot, construction and FHA/VA/USDA residential mortgage loans in accordance with company policies and established Standard Operating Procedures (SOPs). Ensure compliance with state and federal regulations while meeting sales goals. Responsible for all aspects of the Mortgage Loan Origination process including accurate, efficient and timely handling from receipt of the loan application to attending the closing. Must attain and maintain an active registration status with the NMLS (Nationwide Mortgage Licensing System and Registry). Work within a team to ensure loans progress through the pipeline efficiently and effectively and close within the rate-lock period.

Principal Accountabilities

Represent the Bank to both internal and external customers in a courteous, professional manner in face-to-face, written and telephone communications. Accountable for adherence to compliance standards including Bank Secrecy Act (BSA), quality of documentation, timeliness and volume of loans closed. Identify financial objectives and refer clients to other bank services. Actively protect confidentiality of customer and account information. Demonstrate Horizon Bank’s commitment to the communities in which we serve through active involvement in local organizations and events.

Duties

Develop and execute effective marketing plans to meet or exceed mortgage loan production goals.
Market, service and promote the bank's mortgage products, including the solicitation of residential first mortgages through contacts with Realtors, builders, developers, closing agents, social media and other referral sources.
Independently monitor trends and developments in the local real estate market, as well as the changing rules and regulations pertaining to both conventional and government insured mortgages.
Interview potential borrowers applying for residential mortgage loans to understand their needs.
Analyze and screen preliminary loan requests on varied types of mortgage loans to determine which products best meet the customer’s needs and financial circumstances. Provide advice regarding the advantages and disadvantages of different financial products and recommend the most appropriate mortgage loan program for the customer.
Outline loan terms and conditions, and inform prospective borrowers of loan commitment.
Enter loan application into LOS (Loan Operating System), order credit reports, and upload to AUS (Automated Underwriting System). Collect critical documents from borrower and submit loan applications for processing and underwriting approval.
Once loan is underwritten, receive stipulations and assist to clear them.
Monitor the loan pipeline, tracking loans in process to ensure required documents are secured to ensure timely completion of the loan.
Communicate regularly with customers regarding progress of loan and items needed for loan approval. Address customer questions and concerns through investigation and corrective action.
Periodically run AUS reports to ensure loans continue to have a favorable result once loan documents are submitted
Communicate with Processor to schedule closing appointments. Travel to conduct closings with buyers, sellers, real estate agents, attorneys and others.
Provide credit counseling to delinquent or non-qualifying customers.
Develop and maintain knowledge of other bank products and services in order to effectively identify referral opportunities.
Maintain file coverage for team members out of office and perform other duties as assigned.
Report suspicious transactions or unusual occurrences to supervisor.
Perform all work in compliance with established regulations, policies, Standard Operating Procedures (SOPs), and instructions.
Maintain customer confidence and protect bank operations by keeping information private and confidential.
Participate in ongoing skill, compliance, risk management and security training as required for the position and apply knowledge in daily tasks.

Qualifications & Skills

High school diploma or equivalent with a minimum of 3 years residential mortgage loan experience or satisfactory completion of Horizon Bank’s in-house Jr. MLO training (when available). College degree in business, finance or related field of study preferred.
Basic knowledge of agency guidelines and industry standards as they relate to retail mortgage lending, conventional, lot, construction and FHA/VA/USDA loan programs.
Exceptional organization, time management and follow-up skills. Excellent interpersonal skills and ability to communicate effectively with customers, bank employees and outside service providers.
Ability to follow detailed instructions and adhere to a wide range of procedures and regulations requiring sound judgement.
Ability to perform complex mathematical computations using various business machines and/or computers.
Must have proficient typing and computer skills.

Core Competencies

Adaptability & Flexibility

Decision Making and Judgment

Relationship Building

Attention to Detail

Prospecting and Referring

Accountability

Physical Requirements

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions in compliance with the Americans with Disabilities Act (ADA).

Physical Demands:

Percentage of Time:

Communicate with customers, advisors and managers regarding banking transactions and issues. Able to exchange accurate information with others.

90-100%

Able to verify authenticity of financial instruments, forms, documents and signatures. Able to verify identity of customers, vendors and service providers. Able to observe actions of others to ensure safety and security of the facility.

90-100%

Able to grasp, move and sort forms and papers..

90-100%

Constantly operate a computer and other office machinery such as calculator, copy machine, fax machine, scanner, printer and telephone.

90-100%

Able to remain stationary at a desk for long periods of time

75-100%

Regularly move about the office to access file cabinets, storage drawers and various office equipment.

75-100%

Occasionally position self to reach heights between floor and 6.’

<25%

Travel to customer homes, businesses, community events and closing locations as required to meet or exceed referral, customer service and sales goals.

25-75%

Horizon Bank is a proud Equal Opportunity Employer | Disability | Veteran Employer.

#LI-DNI

Job Reference: HRN01933

Quick Apply

Refine Your Search

Private Client Advisor jobs

Mortgage Loan Originator

EVP Commercial Lending

Business Associate/ Financial Advisor

Bilingual Chinese Financial Advisor

Relationship Manager

Associate Private Wealth Advisor

Private Client Manager

Financial Advisor

In-Person Account Executive

Financial Advisor

Advisor

Senior Private Banker, Ultra High Net Worth

Senior Private Banker

Private Wealth Advisor/Financial Planning - NYC

Senior Merchant Business Advisor

Luxury Client Advisor – Inside Sales (Phone-Based Luxury Jewelry Sales)

Senior Team Manager, Trust Administration

Account Executive- Mid Market - Home Base Care

Client Advisor with Athletic Background

Private Equity P&C Underwriting Specialist OR Executive Underwriter (Middle Markets)

I want to receive the latest job alert for Private Client Advisor

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected