Mortgage Loan Officer
33603 Tampa, Florida
PNC
Posted today
Job Viewed
Job Description
**Position Overview**
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Mortgage Loan Officer within PNC's Mortgage organization, you will be based in Orlando, Naples, Jacksonville, Tampa and Surrounding markets in Florida. This position is primarily based in a location within PNC's footprint. Preferred locations are listed in this requisition. Responsibilities require time in the office or in the field on a regular basis.
Some responsibilities can be performed remotely. Additional locations may be considered
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
**Job Description**
+ Recommends loan solutions in accordance with lending guidelines and clients' requirements.
+ Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. Responsible for sales calls.
+ Develops and prepares loan solutions and refers products and services; reviews documentation to ensure compliance. Manages customer pipeline for efficiency.
+ Collaborates with internal and external stakeholders to complete mortgage transactions.
+ Collects and analyzes customer financial information for multifaceted and/or complex borrowers.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Banking Products, Client Prospecting, Customer Relationships, Customer Solutions, Documentations, Innovation, Mortgages, Sales
**Competencies**
Customer Experience Management., Effective Communications, Financial Analysis, Loan Origination, Matrix Management, Mortgage Products., Sales Tasks And Activities, Scheduling Work and Activities, Selling.
**Work Experience**
Roles at this level typically require a university / college degree with <1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
No Degree
**Certifications**
No Required Certification(s)
**Licenses**
Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Mortgage Loan Officer within PNC's Mortgage organization, you will be based in Orlando, Naples, Jacksonville, Tampa and Surrounding markets in Florida. This position is primarily based in a location within PNC's footprint. Preferred locations are listed in this requisition. Responsibilities require time in the office or in the field on a regular basis.
Some responsibilities can be performed remotely. Additional locations may be considered
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
**Job Description**
+ Recommends loan solutions in accordance with lending guidelines and clients' requirements.
+ Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. Responsible for sales calls.
+ Develops and prepares loan solutions and refers products and services; reviews documentation to ensure compliance. Manages customer pipeline for efficiency.
+ Collaborates with internal and external stakeholders to complete mortgage transactions.
+ Collects and analyzes customer financial information for multifaceted and/or complex borrowers.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Banking Products, Client Prospecting, Customer Relationships, Customer Solutions, Documentations, Innovation, Mortgages, Sales
**Competencies**
Customer Experience Management., Effective Communications, Financial Analysis, Loan Origination, Matrix Management, Mortgage Products., Sales Tasks And Activities, Scheduling Work and Activities, Selling.
**Work Experience**
Roles at this level typically require a university / college degree with <1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
No Degree
**Certifications**
No Required Certification(s)
**Licenses**
Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
View Now
0
Mortgage Loan Officer
33508 Brandon, Florida
PNC
Posted today
Job Viewed
Job Description
**Position Overview**
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Mortgage Loan Officer within PNC's Mortgage organization, you will be based in Orlando, Naples, Jacksonville, Tampa and Surrounding markets in Florida. This position is primarily based in a location within PNC's footprint. Preferred locations are listed in this requisition. Responsibilities require time in the office or in the field on a regular basis.
Some responsibilities can be performed remotely. Additional locations may be considered
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
**Job Description**
+ Recommends loan solutions in accordance with lending guidelines and clients' requirements.
+ Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. Responsible for sales calls.
+ Develops and prepares loan solutions and refers products and services; reviews documentation to ensure compliance. Manages customer pipeline for efficiency.
+ Collaborates with internal and external stakeholders to complete mortgage transactions.
+ Collects and analyzes customer financial information for multifaceted and/or complex borrowers.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Banking Products, Client Prospecting, Customer Relationships, Customer Solutions, Documentations, Innovation, Mortgages, Sales
**Competencies**
Customer Experience Management., Effective Communications, Financial Analysis, Loan Origination, Matrix Management, Mortgage Products., Sales Tasks And Activities, Scheduling Work and Activities, Selling.
**Work Experience**
Roles at this level typically require a university / college degree with <1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
No Degree
**Certifications**
No Required Certification(s)
**Licenses**
Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Mortgage Loan Officer within PNC's Mortgage organization, you will be based in Orlando, Naples, Jacksonville, Tampa and Surrounding markets in Florida. This position is primarily based in a location within PNC's footprint. Preferred locations are listed in this requisition. Responsibilities require time in the office or in the field on a regular basis.
Some responsibilities can be performed remotely. Additional locations may be considered
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
**Job Description**
+ Recommends loan solutions in accordance with lending guidelines and clients' requirements.
+ Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. Responsible for sales calls.
+ Develops and prepares loan solutions and refers products and services; reviews documentation to ensure compliance. Manages customer pipeline for efficiency.
+ Collaborates with internal and external stakeholders to complete mortgage transactions.
+ Collects and analyzes customer financial information for multifaceted and/or complex borrowers.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Banking Products, Client Prospecting, Customer Relationships, Customer Solutions, Documentations, Innovation, Mortgages, Sales
**Competencies**
Customer Experience Management., Effective Communications, Financial Analysis, Loan Origination, Matrix Management, Mortgage Products., Sales Tasks And Activities, Scheduling Work and Activities, Selling.
**Work Experience**
Roles at this level typically require a university / college degree with <1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
No Degree
**Certifications**
No Required Certification(s)
**Licenses**
Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
View Now
1
Supervising Loan Officer
33603 Tampa, Florida
PNC
Posted today
Job Viewed
Job Description
**Position Overview**
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Supervising Mortgage Loan Officer within PNC's Mortgage organization, you could be based in the following locations based on your territory: Greater Orlando, Tampa/St. Pete, Jacksonville or SW Florida.
**Job Description**
+ Recommends loan solutions in accordance with lending guidelines and clients' requirements. Manages daily loan activities of a small, high performing Mortgage Loan Officer team.
+ Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. Prepares loan solutions and refers other banking products and services; reviews documentation to ensure compliance.
+ Grows, retains and develops an effective sales force to cover the geography of the market. Manages own and team's pipeline for efficiency.
+ Collaborates with internal and external stakeholders to complete mortgage transactions.
+ Collects and analyzes customer financial information for multifaceted and/or complex borrowers.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Banking Products, Client Prospecting, Customer Relationships, Customer Solutions, Documentations, Innovation, Mortgages, Sales
**Competencies**
Coaching Others, Customer Experience Management., Effective Communications, Financial Analysis, Loan Origination, Matrix Management, Mortgage Products., Sales Tasks And Activities, Selling.
**Work Experience**
Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
No Degree
**Certifications**
No Required Certification(s)
**Licenses**
Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Supervising Mortgage Loan Officer within PNC's Mortgage organization, you could be based in the following locations based on your territory: Greater Orlando, Tampa/St. Pete, Jacksonville or SW Florida.
**Job Description**
+ Recommends loan solutions in accordance with lending guidelines and clients' requirements. Manages daily loan activities of a small, high performing Mortgage Loan Officer team.
+ Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. Prepares loan solutions and refers other banking products and services; reviews documentation to ensure compliance.
+ Grows, retains and develops an effective sales force to cover the geography of the market. Manages own and team's pipeline for efficiency.
+ Collaborates with internal and external stakeholders to complete mortgage transactions.
+ Collects and analyzes customer financial information for multifaceted and/or complex borrowers.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Banking Products, Client Prospecting, Customer Relationships, Customer Solutions, Documentations, Innovation, Mortgages, Sales
**Competencies**
Coaching Others, Customer Experience Management., Effective Communications, Financial Analysis, Loan Origination, Matrix Management, Mortgage Products., Sales Tasks And Activities, Selling.
**Work Experience**
Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
No Degree
**Certifications**
No Required Certification(s)
**Licenses**
Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
View Now
2
Supervising Loan Officer
33508 Brandon, Florida
PNC
Posted today
Job Viewed
Job Description
**Position Overview**
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Supervising Mortgage Loan Officer within PNC's Mortgage organization, you could be based in the following locations based on your territory: Greater Orlando, Tampa/St. Pete, Jacksonville or SW Florida.
**Job Description**
+ Recommends loan solutions in accordance with lending guidelines and clients' requirements. Manages daily loan activities of a small, high performing Mortgage Loan Officer team.
+ Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. Prepares loan solutions and refers other banking products and services; reviews documentation to ensure compliance.
+ Grows, retains and develops an effective sales force to cover the geography of the market. Manages own and team's pipeline for efficiency.
+ Collaborates with internal and external stakeholders to complete mortgage transactions.
+ Collects and analyzes customer financial information for multifaceted and/or complex borrowers.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Banking Products, Client Prospecting, Customer Relationships, Customer Solutions, Documentations, Innovation, Mortgages, Sales
**Competencies**
Coaching Others, Customer Experience Management., Effective Communications, Financial Analysis, Loan Origination, Matrix Management, Mortgage Products., Sales Tasks And Activities, Selling.
**Work Experience**
Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
No Degree
**Certifications**
No Required Certification(s)
**Licenses**
Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Supervising Mortgage Loan Officer within PNC's Mortgage organization, you could be based in the following locations based on your territory: Greater Orlando, Tampa/St. Pete, Jacksonville or SW Florida.
**Job Description**
+ Recommends loan solutions in accordance with lending guidelines and clients' requirements. Manages daily loan activities of a small, high performing Mortgage Loan Officer team.
+ Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. Prepares loan solutions and refers other banking products and services; reviews documentation to ensure compliance.
+ Grows, retains and develops an effective sales force to cover the geography of the market. Manages own and team's pipeline for efficiency.
+ Collaborates with internal and external stakeholders to complete mortgage transactions.
+ Collects and analyzes customer financial information for multifaceted and/or complex borrowers.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Banking Products, Client Prospecting, Customer Relationships, Customer Solutions, Documentations, Innovation, Mortgages, Sales
**Competencies**
Coaching Others, Customer Experience Management., Effective Communications, Financial Analysis, Loan Origination, Matrix Management, Mortgage Products., Sales Tasks And Activities, Selling.
**Work Experience**
Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
No Degree
**Certifications**
No Required Certification(s)
**Licenses**
Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
View Now
3
Mortgage Loan Officer
32204 Riverview, Florida
$70000 annum + com
WhatJobs
Posted 18 days ago
Job Viewed
Job Description
Our client is seeking an experienced and driven Mortgage Loan Officer to join their esteemed financial institution in Jacksonville, Florida, US . This on-site role is crucial for guiding clients through the mortgage application process, helping them secure the financing they need for their homes. The ideal candidate will possess excellent sales, communication, and interpersonal skills, with a deep understanding of mortgage products and lending guidelines. You will be responsible for originating new mortgage loans, building relationships with real estate agents and other referral partners, and ensuring a smooth and efficient closing process for borrowers.
Key responsibilities include:
Key responsibilities include:
- Originate mortgage loans by meeting with potential borrowers, assessing their financial needs, and advising on appropriate loan products.
- Develop and maintain a strong network of referral partners, including real estate agents, brokers, and financial planners.
- Guide applicants through the entire loan process, from application and documentation to underwriting and closing.
- Ensure compliance with all federal and state lending regulations and company policies.
- Analyze borrower financial information, credit reports, and property valuations to determine loan eligibility.
- Prepare and present loan proposals, outlining terms, rates, and fees.
- Maintain ongoing communication with borrowers, real estate agents, and internal stakeholders throughout the loan lifecycle.
- Stay up-to-date on market trends, new loan programs, and changes in regulations.
- Meet or exceed established sales targets and performance metrics.
- Provide exceptional customer service, ensuring a positive experience for all clients.
Apply Now
4
Mortgage Loan Officer - Florida
33603 Tampa, Florida
Regions Bank
Posted today
Job Viewed
Job Description
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Mortgage Loan Officer directs origination of residential mortgage loans from a borrower through a branch network.
**Primary Responsibilities**
+ Completes mortgage applications for submission to the loan processing and underwriting departments
+ Evaluates loan requests, analyze financial data, and determines qualification of collateral and customer credit history
+ Maintains contact with loan customer, communicating progress of loan and obtaining any required documentation
+ Structures loan to comply with acceptable lending practices and Federal regulations
+ Establishes detailed marketing/business plan including names of potential and existing loan customers, realtors, builders, developers, etc and frequency of contact
+ Answers customer calls and walk- in customers to discuss various loan products and qualification information
+ Makes sales calls on potential or existing customers as established in Regions marketing plan to develop new business or retain existing business
+ Cross-sells other bank products and services
+ Reads surveys and appraisals, and takes necessary steps to correct encroachments and violations
+ May participate in networking through professional, business and community organizations and activities to promote and market loan products
This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.
This is a commission-based job. Associates in the role have historically earned total compensation averaging $20,000 - $100,000+ per year. Actual compensation will vary based on associate's location, performance, and production.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to for more information.
**Requirements**
+ High School Diploma or GED
+ One (1) year of mortgage lending experience with proven mortgage production
+ Abundant mortgage experience in developing external business via referral partners in the market including but not limited to realtors, builders, and financial planners
**Preferences**
+ Bachelor's degree
+ Prior Mortgage Loan Officer experience
**Skills and Competencies**
+ Good organizational skills
+ Knowledgeable of Mortgage products, systems, terminology, tax requirements, down payment assistance programs, etc.
+ Knowledgeable on agency and investor regulations and guidelines
+ Must be able to build and maintain internal and external relationships to deliver high levels of service
+ Must be able to multi-task competing priorities and meet tight deadlines
+ Proficient in Microsoft Office products
+ Sales acumen
+ Strong written and verbal communication skills
+ **Positions may be available in other cities within Florida.**
+ **Strong preference for MLOs with recent proven production 10M or greater annually.**
**Position Type**
Full time
**Incentive Pay Plans:**
This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.
**Position Type**
Full time
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Downtown Tampa
**Location:**
Tampa, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Mortgage Loan Officer directs origination of residential mortgage loans from a borrower through a branch network.
**Primary Responsibilities**
+ Completes mortgage applications for submission to the loan processing and underwriting departments
+ Evaluates loan requests, analyze financial data, and determines qualification of collateral and customer credit history
+ Maintains contact with loan customer, communicating progress of loan and obtaining any required documentation
+ Structures loan to comply with acceptable lending practices and Federal regulations
+ Establishes detailed marketing/business plan including names of potential and existing loan customers, realtors, builders, developers, etc and frequency of contact
+ Answers customer calls and walk- in customers to discuss various loan products and qualification information
+ Makes sales calls on potential or existing customers as established in Regions marketing plan to develop new business or retain existing business
+ Cross-sells other bank products and services
+ Reads surveys and appraisals, and takes necessary steps to correct encroachments and violations
+ May participate in networking through professional, business and community organizations and activities to promote and market loan products
This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.
This is a commission-based job. Associates in the role have historically earned total compensation averaging $20,000 - $100,000+ per year. Actual compensation will vary based on associate's location, performance, and production.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to for more information.
**Requirements**
+ High School Diploma or GED
+ One (1) year of mortgage lending experience with proven mortgage production
+ Abundant mortgage experience in developing external business via referral partners in the market including but not limited to realtors, builders, and financial planners
**Preferences**
+ Bachelor's degree
+ Prior Mortgage Loan Officer experience
**Skills and Competencies**
+ Good organizational skills
+ Knowledgeable of Mortgage products, systems, terminology, tax requirements, down payment assistance programs, etc.
+ Knowledgeable on agency and investor regulations and guidelines
+ Must be able to build and maintain internal and external relationships to deliver high levels of service
+ Must be able to multi-task competing priorities and meet tight deadlines
+ Proficient in Microsoft Office products
+ Sales acumen
+ Strong written and verbal communication skills
+ **Positions may be available in other cities within Florida.**
+ **Strong preference for MLOs with recent proven production 10M or greater annually.**
**Position Type**
Full time
**Incentive Pay Plans:**
This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.
**Position Type**
Full time
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Downtown Tampa
**Location:**
Tampa, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
View Now
5
Senior Investment Banker
33601 Tampa, Florida
$150000 Annually
WhatJobs
Posted 6 days ago
Job Viewed
Job Description
Our client, a prestigious financial institution, is seeking a highly skilled and results-driven Senior Investment Banker to join their established team in **Tampa, Florida, US**. This is an on-site position requiring full dedication to the financial hub. You will play a critical role in advising corporations, governments, and other entities on complex financial transactions, including mergers and acquisitions, capital raising, and corporate restructuring. Responsibilities include developing strategic financial advice, conducting in-depth market research and financial analysis, building and maintaining strong client relationships, and leading deal execution from origination to closing. The ideal candidate will possess an exceptional understanding of financial markets, valuation techniques, and corporate finance principles. A proven track record of successfully originating and executing transactions, coupled with superior analytical, modeling, and presentation skills, is essential. You must be adept at managing multiple projects concurrently, working under pressure, and meeting demanding deadlines. Strong leadership abilities and the capacity to mentor junior team members are also crucial. This role demands a deep understanding of various industries and their unique financial challenges. Building and nurturing long-term relationships with clients is paramount, requiring excellent communication, negotiation, and interpersonal skills. You will be expected to contribute significantly to the firm's growth and reputation by identifying new business opportunities and delivering outstanding client service. This is an unparalleled opportunity to advance your career in investment banking within a dynamic and supportive environment.
Responsibilities:
Responsibilities:
- Advise clients on mergers, acquisitions, divestitures, and other strategic corporate finance transactions.
- Lead the origination and execution of capital markets transactions, including equity and debt offerings.
- Conduct comprehensive financial analysis, valuation modeling, and due diligence.
- Develop and present complex financial proposals and recommendations to clients.
- Build and maintain strong relationships with existing and prospective clients.
- Manage deal teams, ensuring efficient and effective execution of transactions.
- Stay abreast of market trends, industry developments, and regulatory changes.
- Identify and pursue new business opportunities for the firm.
- Mentor and train junior bankers on the team.
- Ensure compliance with all regulatory requirements and internal policies.
- Bachelor's degree in Finance, Economics, or a related quantitative field. MBA or relevant advanced degree strongly preferred.
- Minimum of 5-7 years of investment banking or corporate finance experience, with a significant focus on deal execution.
- Demonstrated success in originating and executing M&A and capital markets transactions.
- Expertise in financial modeling, valuation techniques, and due diligence processes.
- Strong understanding of corporate finance, accounting, and financial markets.
- Excellent analytical, quantitative, and problem-solving skills.
- Superior written and verbal communication and presentation abilities.
- Proven leadership and team management capabilities.
- Ability to work effectively under pressure and meet tight deadlines.
- Series 7 and 63 licenses required (or willingness to obtain).
Apply Now
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6
Senior Investment Banker
33602 Tampa, Florida
$150000 annum + bon
WhatJobs
Posted 10 days ago
Job Viewed
Job Description
Our client is looking for a highly experienced and analytical Senior Investment Banker to join their remote-first finance team. This is an exceptional opportunity for a seasoned professional to contribute to high-profile financial transactions and provide strategic advisory services. You will be instrumental in deal origination, execution, and client relationship management. The ideal candidate will possess a deep understanding of capital markets, corporate finance, M&A, and financial modeling. This role requires a strong aptitude for complex problem-solving, excellent communication skills, and the ability to thrive in a fast-paced, collaborative, and fully remote environment.
Responsibilities:
Responsibilities:
- Lead and manage complex financial transactions, including mergers, acquisitions, divestitures, and capital raising.
- Develop and maintain relationships with corporate clients, private equity firms, and other financial institutions.
- Originate new business opportunities by identifying client needs and proposing strategic solutions.
- Conduct thorough financial analysis, valuation, and due diligence.
- Prepare and present compelling pitch books, offering memorandums, and other client materials.
- Guide junior team members and contribute to their professional development.
- Stay abreast of market trends, economic conditions, and regulatory changes impacting the financial industry.
- Ensure compliance with all relevant regulations and internal policies.
- Negotiate terms and conditions of transactions.
- Collaborate effectively with internal teams and external advisors.
- MBA or equivalent advanced degree in Finance, Economics, or a related field.
- 7+ years of experience in investment banking, corporate finance, or private equity.
- Proven track record of successfully originating and executing a variety of M&A and capital markets transactions.
- Expertise in financial modeling, valuation techniques, and due diligence processes.
- Exceptional analytical, strategic thinking, and problem-solving skills.
- Strong leadership, communication, and interpersonal skills.
- Ability to manage multiple projects simultaneously and meet tight deadlines.
- Proficiency in financial databases and software (e.g., Bloomberg, FactSet).
- Must be a self-starter, highly motivated, and able to work autonomously in a remote setting.
- FINRA Series 7, 63, and 79 licenses are highly desirable.
Apply Now
7
Senior Investment Banker
33601 Tampa, Florida
$150000 Annually
WhatJobs
Posted 16 days ago
Job Viewed
Job Description
Our client is seeking an experienced and driven Senior Investment Banker to join their growing team. This hybrid role offers the flexibility to work both remotely and in the office, fostering collaboration and efficiency. You will play a key role in advising corporations, governments, and other entities on complex financial transactions, including mergers and acquisitions, capital raising, and restructuring. Your responsibilities will encompass originating and executing deals, developing detailed financial models, conducting in-depth valuation analyses, and preparing compelling presentations for clients.
The Senior Investment Banker will be responsible for managing client relationships, identifying new business opportunities, and leading deal teams. This includes overseeing junior bankers, analysts, and support staff, ensuring the highest quality of service and rigorous attention to detail. A deep understanding of capital markets, corporate finance principles, and regulatory frameworks is essential. You will conduct thorough due diligence, assess market conditions, and provide strategic financial advice to clients. Strong negotiation skills, exceptional communication abilities, and a proven track record of successfully closing significant transactions are paramount. The ideal candidate will possess an MBA or equivalent advanced degree, coupled with substantial experience in investment banking or a related field. A strong network of industry contacts is a significant advantage. This position offers a challenging and rewarding career path with significant growth potential. You will have the opportunity to work on high-profile transactions and contribute significantly to the firm's strategic objectives. We are looking for a motivated professional with a keen eye for financial opportunities and a commitment to excellence. This role requires strategic thinking, leadership, and the ability to thrive in a demanding, fast-paced environment. The position is based in Tampa, Florida, US .
The Senior Investment Banker will be responsible for managing client relationships, identifying new business opportunities, and leading deal teams. This includes overseeing junior bankers, analysts, and support staff, ensuring the highest quality of service and rigorous attention to detail. A deep understanding of capital markets, corporate finance principles, and regulatory frameworks is essential. You will conduct thorough due diligence, assess market conditions, and provide strategic financial advice to clients. Strong negotiation skills, exceptional communication abilities, and a proven track record of successfully closing significant transactions are paramount. The ideal candidate will possess an MBA or equivalent advanced degree, coupled with substantial experience in investment banking or a related field. A strong network of industry contacts is a significant advantage. This position offers a challenging and rewarding career path with significant growth potential. You will have the opportunity to work on high-profile transactions and contribute significantly to the firm's strategic objectives. We are looking for a motivated professional with a keen eye for financial opportunities and a commitment to excellence. This role requires strategic thinking, leadership, and the ability to thrive in a demanding, fast-paced environment. The position is based in Tampa, Florida, US .
Apply Now
8
Senior Investment Banker
33602 Tampa, Florida
WhatJobs
Posted 17 days ago
Job Viewed
Job Description
Our client, a leading financial institution, is seeking a highly accomplished Senior Investment Banker to join their thriving M&A advisory team in **Tampa, Florida, US**. This role is integral to executing complex financial transactions, advising corporate clients on mergers, acquisitions, divestitures, and capital raising activities. The ideal candidate possesses a strong analytical skillset, extensive financial modeling experience, and a proven ability to manage client relationships and lead deal execution.
Responsibilities:
Responsibilities:
- Lead and manage M&A transactions from origination through closing, including deal structuring, valuation, due diligence, and negotiation.
- Develop and maintain strong relationships with corporate clients, understanding their strategic objectives and financial needs.
- Prepare comprehensive financial models, valuation analyses (DCF, precedent transactions, comparable companies), and detailed pitch books.
- Identify and source new deal opportunities, actively participating in client origination efforts.
- Manage and mentor junior bankers, providing guidance on transaction execution and client management.
- Conduct thorough market research and industry analysis to identify potential targets and strategic rationale for transactions.
- Coordinate with legal counsel, accountants, and other advisors throughout the transaction process.
- Ensure compliance with all regulatory requirements and internal policies.
- Present findings and recommendations to clients and internal investment committees.
- Stay abreast of market trends, economic conditions, and regulatory changes impacting the financial services industry.
- MBA or equivalent advanced degree in Finance, Economics, or a related field from a top-tier institution.
- 5-8 years of relevant investment banking experience, with a focus on M&A advisory.
- Demonstrated expertise in financial modeling, valuation methodologies, and transaction execution.
- Proven track record of successfully leading and closing M&A transactions.
- Strong understanding of corporate finance, accounting principles, and capital markets.
- Exceptional analytical, quantitative, and problem-solving skills.
- Excellent verbal and written communication skills, with the ability to articulate complex financial concepts clearly.
- Strong negotiation and presentation skills.
- Ability to manage multiple projects simultaneously and work effectively under pressure in a demanding environment.
- Existing network of corporate contacts and relationships is a significant advantage.
- Series 7, 63, and 79 licenses are required or must be obtained promptly.
Apply Now
9