General Summary / Objective. Assess and fulfill customer's investment and financial needs and / or planning requirements. Responsible for the sale and distribution of investment and insurance products and services. Responsible for assisting in developing, implementing and achieving the bank's wealth management business plan. Requirements. To provide and exceptional service experience, every time. Must have excellent communication verbal written a...
General Summary and Objective. Under general supervision and in compliance with established policies and procedures, the Commercial Mortgage Servicing Representative will be responsible for all aspects of commercial mortgage servicing. Requirements. To provide an exceptional service experience, every time. Generates and / or reviews loan closing / modification documentation as applicable for commercial mortgages based on approved terms and condit...
