Job Description
Managing Director, Trust Real Estate
1871 Member Company • Los Angeles, CA, United States • via Ladders
21 hours ago
$1.64L–$2.86L a year
Full–time
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Apply directly on ZipRecruiter
Job highlights
Identified by Google from the original job post
Qualifications
Influences how teams/groups work together
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems
Communicates abstract concepts in simple terms
12 more items(s)
Benefits
$164,400.00 - $285,600.00
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure
Salaries for part-time roles will be pro-rated based on number of hours regularly worked
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Responsibilities
Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience
Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance
Works collaboratively within the branch and the regional team as part of the client/relationship management solution
49 more items(s)
Job description
Application Deadline:
04/16/2026
Address:
10250 Constellation Blvd
Job Family Group:
Wealth Sales & Service
Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the region...
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Logix Federal Credit Union
Consumer Web Loan Officer-Hybrid
Logix Federal Credit Union • Santa Clarita, CA, United States • via LinkedIn
21 hours ago
Full–time
Apply on LinkedIn
Apply on Bankergigs
Job highlights
Identified by Google from the original job post
Qualifications
Description: 4 Year / Bachelors Degree
Minimum Years of Experience: 1
Comments: Must have sales experience and at least 1 year of consumer lending experience with a thorough working knowledge of related regulations
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Benefits
USD $21.63/Hr
Responsibilities
The Consumer Web Loan Officer is responsible for managing and processing loan inquiries from the Consumer Web Application workflow, identifying members' credit needs, and delivering exceptional member experience
This includes acting as an advisor to identify additional cross-sale opportunities, referrals to business partners and deepening member relationships, while ensuring fraud prevention and compliance with company policies
Cultivates strong member relationships by providing high-quality sales and service, identifying financial needs, and recommending appropriate financial products and services to members and non-members
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Job description
The Consumer Web Loan Officer is responsible for managing and processing loan inquiries from the Consumer Web Application workflow, identifying members' credit needs, and delivering exceptional member experience. This includes acting as an advisor to identify additional cross-sale opportunities, referrals to business partners and deepening member relationships, while ensuring fraud prevention and compliance with company policies.
Responsibilities
• Cultivates strong member relationships by providing high-quality sales and service, identifying financial needs, and recommending appropriate financial products and services to members and non-members.
• Supports department sales goals by actively promoting and selling financial products (savings, depository accounts, consumer loans, and insurance) and referring cross-sell opportunities for non-consumer loan products (e.g., real estate, commercial loans).
• Executes the Credit Union’s Member Experience protocols, assessing member financial needs and identifying referral opportunities for business partners such as Financial Consultants, Business Banking, Insurance Services, and Virtual Financial Service Officers.
• Efficiently processes member consumer web applications, ensuring accurate and timely completion, including loan funding and related documentation.
• Conducts thorough reviews of credit reports to uncover opportunities to deepen member relationships with tailored products and services.
• Uses credit scoring, sound lending practices, regulatory knowledge, and judgment to make lending decisions. Clearly explains denials and explores alternative options for members when loans are declined.
• Responds promptly to member inquiries via telephone, credit union SMS, or email to ensure effective communication.
• Performs member interviews to gather and clarify information, resolve discrepancies, and verify documentation required for underwriting, ensuring accuracy and fraud prevention.
• Reads and analyzes income documentation to assess financial qualifications to support underwriters in assessing applications.
• Ensures compliance with all laws, regulations, and Credit Union policies, including Fair Credit Lending Practices, and assists with audits when required.
• Participates in staff development programs to enhance skills in sales, service, and teamwork.
• Consistently reports to work on time and performs other duties as assigned.
💡 Quick Summary
Seeking a career-building opportunity? The Consumer Web Loan Officer-Hybrid position is now open for candidates interested in the Bank Jobs sector. This role in Los Angeles offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
