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Top Sales Jobs in NYC, NY
Fintech • Financial Services
Originates and sells residential mortgage loans by soliciting referrals, analyzing applicants financial and credit data, matching clients to loan products, and ensuring compliance with SAFE/NMLS and Regulation Z requirements. Builds realtor and partner relationships, manages loan application and lock-in processes, reviews appraisals and title reports, and delivers high-quality customer service while following Wells Fargo policies and underwriting rules.
Top Skills:
Mu4RNmlsRegulation ZS.A.F.E. Mortgage Licensing (Safe)
Fintech • Financial Services
Lead relationship-oriented sales of complex merchant services and electronic receivables for middle market and large corporate clients. Drive new business, lead cross-functional deals, present to C-level, mentor sales staff, and collaborate on product and process improvements to increase merchant penetration and revenue.
Fintech • Financial Services
Grow and manage relationships with affluent customers, acquire new clients, deliver multi-product banking and credit solutions, coordinate with Wealth/Home Lending/Business Banking partners, promote digital adoption, manage a book of business, ensure accurate documentation and regulatory compliance, and support branch team performance while completing required licensing and SAFE registration.
Fintech • Financial Services
Solicit and originate residential mortgages—particularly jumbo loans—for affluent borrowers. Build referral relationships with realtors, builders, financial professionals, and bank stores. Evaluate credit and financial data, quote rates, lock registrations, and ensure compliance with S.A.F.E. and Regulation Z. Maintain market visibility, educate clients on programs and underwriting, and pursue internal training. Ongoing employment contingent on SAFE/NMLS registration and satisfactory background and regulatory screening.
Fintech • Financial Services
Originates residential mortgage loans by soliciting customers, analyzing low-to-moderately complex credit and financial data, recommending loan products, quoting rates, and managing application and lock-in processes. Builds referral relationships with realtors and other partners, ensures compliance with mortgage regulations and internal policies (SAFE/Regulation Z), and delivers high-quality customer service throughout loan lifecycle.
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Fintech • Financial Services
Originate and manage residential jumbo mortgage loans for affluent clients. Build referral relationships, analyze borrower credit and financial data, guide customers through mortgage products, ensure compliance with SAFE and Regulation Z requirements, and maintain high customer service and market visibility.
Reposted 21 Days AgoSaved
Fintech • Financial Services
The role involves driving new business development in merchant services, leading sales initiatives, building partnerships, and mentoring junior sales professionals.
Top Skills:
Electronic ReceivablesMerchant ServicesPayment ProcessingTreasury Management
Fintech • Financial Services
Solicit and originate residential jumbo mortgages for affluent clients, build referral relationships, analyze credit and financial data, advise customers on mortgage products and underwriting requirements, ensure compliance with SAFE and Regulation Z, and maintain high customer service and market visibility.
Top Skills:
MS OfficeNmls
Fintech • Financial Services
Frontline personal banker building customer relationships through in-branch interactions and outreach. Support account openings, service requests, credit applications, cash handling/teller duties, and promote banking products. Use digital tools, follow compliance and risk controls, and coordinate referrals to licensed specialists to drive branch growth and deliver high-quality customer service.
Fintech • Financial Services
Serve as primary branch contact to acquire, manage, and grow consumer and small business relationships. Lead discovery conversations to recommend deposit, credit, and investment solutions, champion digital adoption, resolve service requests within limits, coordinate referrals to Wealth/Home Lending/Business Banking, and maintain compliant documentation and risk controls. Temporary licensed-path role transitions to licensed Relationship Banker upon completing SAFE and FINRA requirements.
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