Description Job Summary and Mission: Reporting to the Head of Banking Products Mortgages, Terry Rowland, the primary responsibility of the High Net Worth Mortgage Specialist (MS) is to provide a field resource for Financial Advisors and Client Advisors dealing with predominantly high net worth and ultra-high net worth clients. The MS promotes the mortgage program via teleconference at branch meetings, works closely with advisors in identifying mortgage opportunities and needs, and coordinating ...
LinkedIn.com - 2 years ago
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