Mortgage Loan Entry Specialist

About the role

Join our dynamic team at East West Bank as a valued member of our growing financial services company. We are seeking an experienced [Job Title] to join our team. This position is responsible for managing client relationships, providing financial advice, and ensuring customer satisfaction.

Responsibilities

• Manage client relationships and provide financial advice to clients
• Conduct financial analysis and develop customized solutions for clients
• Identify and pursue new business opportunities
• Collaborate with cross-functional teams to ensure seamless service delivery
• Stay updated on industry trends and regulatory changes

Requirements

• Bachelor's degree in finance, economics, or a related field
• Minimum 5 years of relevant experience in financial services
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and manage multiple tasks simultaneously

Qualifications

• Series 7 and Series 66 licenses preferred
• Experience with wealth management software and tools
• Knowledge of banking regulations and compliance standards

Skills

• Strong knowledge of financial products and services
• Proficient in Microsoft Office Suite
• Excellent organizational and time management skills
• Ability to build strong client relationships

Benefits

At East West Bank, we offer a competitive benefits package including health insurance, retirement plans, paid time off, and more. We also provide professional development opportunities and a supportive work environment.

Pay

Compensation is commensurate with experience and qualifications.

Schedule

Full-time position available.