2 member services advocate jobs found in San Francisco, CA

Position Title Private Banking Mortgage Manager Senior Location San Francisco, CA 94111 Job Summary The Private Banking Mortgage Manager Senior role is responsible for the following: • Oversees and monitors the credit process for Private Client Group (PCG) mortgage loans. • Advises on Fulfillment process design for PCG loans and advocates for the PCG customer experience. • Recommends process improvements and SLAs to benefit the PCG Channel. • Collaborates and directs team members during all phases of loan production including the fulfillment process to ensure clarity of request, proper documentation is requested/received, and customer experience expectations are met. • Supports Sales and Fulfillment Team with evaluating and structuring mortgage loans for high-net-worth individuals. • Writes loan rationales and exception requests that accurately depict the Bank’s risk and support the request with appropriate compensating factors. • Provides high touch service to the...

Hi. We're HUB. In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why Choose HUB? Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment...