Retail Banking Product Manager - Loans Job at Ethics HR (New Cairo)

New

Business Banker (LO)

Location

United States , Atlanta

Salary:

Not provided

Wells Fargo

Expiration Date

June 28, 2026

Requirements

2+ years of financial services, sales, or customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
2+ years of in-branch business banking experience
1+ year of experience managing a dedicated book of small business customers across assigned territory
Bilingual speaking and listening proficiency in Spanish/English
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Experience using strong business acumen to provide financial services consultation to business customers
Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
High motivation with ability to successfully meet team objectives while maintaining individual performance
Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners
Customer service focus with experience handling complex transactions across multiple systems

Job Responsibility

Manage and grow a portfolio of low to moderately complex business clients
typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner
Understand and offer a suite of financial solutions and digital services available through Wells Fargo to meet the needs of our business clients, leveraging available tools and positioning yourself as a product expert to deliver tailored, impactful recommendations
Develop strong understanding of each client’s goals, and financial needs by analyzing their operations and priorities
provide tailored financial recommendations that align with their objectives while staying compliant with policies and procedures
Act as a trusted advisor by offering a full range of products and services including business accounts, credit, treasury services, and digital tools
Actively prospect and network to build strong relationships with both external and internal partners to drive high-quality referrals and grow the small business customer base
collaborate with all internal banking channels to support business owners to gain entire relationship
Partner with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines
This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Fulltime

Mortgage Retail Sales Consultant (SAFE)

Wells Fargo is seeking a Mortgage Retail Sales Consultant (SAFE) in Consumer Len...

Location

United States , Woodbridge

Salary:

Not provided

Wells Fargo

Expiration Date

July 04, 2026

Requirements

2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education

Job Responsibility

Participate in soliciting residential mortgages from various sources
Produce high quality loans which are compliant and provide excellent customer service
Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
stay informed of mortgage industry trends and developments in the assigned market
Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Mortgage Retail Sales functional area, policies, procedures, compliance requirements, and generating loans
Understand real estate appraisals, title reports, and real estate transactions
Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in
analyze and offer mortgage loan products based on client needs
Review and analyze low to moderately complex financial and credit data

Fulltime

Business Analyst III

As the Business SME, you will be the primary authority on data strategy for Mark...

Location

Canada , Toronto

Salary:

45.00 - 51.00 USD / Hour

Randstad

Expiration Date

July 01, 2026

Requirements

Education: Bachelor’s degree in Finance or Engineering
Deep background in Treasury and FTP concepts
Direct experience with Asset Liability Management (ALM)
Advanced proficiency in SQL and Excel
Experience with Agile methodology and project delivery
Familiarity with non-trading market risk, capital markets, and the valuation of retail mortgage, loan, and deposit products
Proven track record of managing multiple complex projects and cross-functional teams concurrently

Job Responsibility

Requirement Analysis: Perform comprehensive data analysis and provide detailed business requirements for Market Risk and FTP measurements
Stakeholder Leadership: Engage multiple stakeholders to maintain a cohesive project vision, ensuring all parties understand process implications and end-to-end deliverables
Testing & Validation: Lead business regression testing
review and explain result variances to ensure data integrity
Advisory: Support internal partners by providing expertise on banking product features, valuation systems, and project expectations
Executive Communication: Provide project updates and present complex financial concepts to all levels of the organization, including senior bank executives
Process Engineering: Map out and re-engineer workflows, identifying opportunities for scalable and efficient enhancements

What we offer

Strategic Impact: Play a pivotal role in a high-priority data strategy project that affects the entire organization
Professional Development: Strengthen your leadership and stakeholder management skills while working at the intersection of Finance and Technology
Expert Environment: Collaborate with high-performing cross-functional teams in an Agile environment
Broad Exposure: Gain deep insights into diverse banking products, from retail mortgages and loans to complex deposit structures

Fulltime

Loss Forecasting and Stress Testing Analytics - Assistant Vice President

This is an exceptional opportunity for a developing professional to independentl...

Location

India , Haryana, India, Mumbai, Maharashtra, India

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

7+ years of progressive experience in financial services, business analytics, or management consulting, with a strong emphasis on quantitative analysis
A post-graduate degree in a quantitative discipline such such as Statistics, Mathematics, Economics, Econometrics, Management, Operations Research, or Engineering
Demonstrated proficiency in analytical and automation tools (e.g., Python, SAS, VBA, Tableau) and a keen interest in leveraging AI for enhanced efficiency
Strong understanding of risk management principles
Experience with Loss Forecasting/CECL/ Stress Testing is highly preferred
Knowledge of the mortgage and/or retail bank industry and associated regulatory activities is a significant advantage
Exceptional quantitative aptitude, critical thinking, and problem-solving abilities, with a track record of delivering high-quality results
Excellent written and verbal communication skills, with the ability to articulate complex analytical concepts to diverse audiences
A strong work ethic, a collaborative spirit, and the ability to thrive in both independent and team-oriented environments
Bachelor’s/University degree or equivalent experience, potentially Masters degree

Job Responsibility

Lead Forecasting & Stress Testing: Drive the execution of quarterly loss/loan loss reserve forecasting and stress testing processes (e.g., CCAR, QMMF, Recovery Plan) for US mortgage and retail bank portfolios
Enhance Model Validation & Integrity: Actively participate in the review and challenge of existing models and their outputs, identifying opportunities for continuous improvement in alignment with portfolio performance and evolving macro-economic trends
Ensure models produce rational, logical, and accurate outcomes
Strategic Policy Analytics: Conduct sophisticated risk policy analytics to quantify the impact of credit, business, and regulatory policies on loss performance, seamlessly integrating these insights into the stress testing framework
Advanced Econometric Analysis: Perform in-depth econometric analysis to estimate and articulate the influence of changing macro-economic trends on key performance indicators such as portfolio losses and delinquency rates
Data-Driven Insights & Automation: Understand and analyze the key drivers of losses and loan loss reserves, their relative importance, and current trends
Leverage this knowledge to generate meaningful and accurate forecasts
Cross-Functional Collaboration: Partner with Risk and Finance organizations to optimize data sourcing, definition, extraction, and utilization processes, continuously improving our analytical capabilities
Process Optimization & Innovation: Identify and champion opportunities for process efficiencies through automation (using Python, VBA, SAS, Tableau), simplification of underlying data, forecasting, and reporting processes, including the innovative application of Citi AI solutions
Governance & Compliance Excellence: Oversee associated governance activities (Manager Control Assessment, End User Computing, Activity Risk Control Monitoring), ensuring best-in-class practices for documentation, version control, and central results summaries

Fulltime

IT Business Senior Analyst

Job Overview: Citibank, N.A. seeks an IT Business Senior Analyst for its New Yor...

Location

United States , New York

Salary:

150500.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

Requires a Bachelor’s degree, or foreign equivalent, in Electronic Engineering, Computer Engineering or Information Technology, or related field and 5 years of progressive, post-baccalaureate experience as an IT Business Senior Analyst, Business System Analyst, MIS Analyst, Solution Delivery Consultant, Manager – Financial Services Analytics, Business Analyst, or related position analyzing and supporting IT initiatives and programs for broad-based stakeholders, including business and operations departments. Minimum of 5 years of experience must include: Business process modeling techniques, requirements gathering, and documentation tools
All phases of Software Development Life Cycle (SDLC) and Agile methodologies
Broad-based stakeholder management
Solutions design and validation, change management, testing and quality assurance
Knowledge of Retail banking business processes and products like loans, savings accounts, and credit cards
Knowledge of Retail banking regulations
Creating and managing Microsoft PowerPoint presentations to communicate complex IT solutions and business strategies
Microsoft Word for documentation, report generation, and creating technical and business documentation
Microsoft Visio for designing process flows, IT systems diagrams, and business workflows
Microsoft SharePoint for team collaboration, document management, and workflow automation

Job Responsibility

Work within Citi’s U.S. Personal Banking Technology space on the Deposit, Savings & Secure Lending team and specifically within the Branch Technology team, which serves as the principal point-of-contact for the Branch Business and ensures the delivery of all Branch Mandatory & Strategic initiatives
Focus on Business Analysis and System Analysis skillset to deliver programs/projects with key partners including Technology, Operations, Legal, Compliance, Business, as well as external vendors
Provide input during development and implementation phases, including formulation and definition of systems scope, objectives and necessary system enhancements for complex, high-impact projects
Formulate and define systems scope and objectives for complex projects and foster communication between business leaders and IT
Consult with stakeholders to solve any system issues and problems through in-depth evaluation of business processes, systems, and industry standards, and recommend solutions
Support system change processes from requirements through implementation and provide input based on analysis
Consult with business clients to determine system functional specifications and partner with multiple management teams and other units to meet organizational objectives
Identify and communicate associated risks and impacts of applying technologies to the current business environment, including consideration of business implications
Serve as advisor to lower-level analysts
Act as the subject matter expert to senior stakeholders and other team members

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

Collections Admin

We are looking for a detail-oriented Collections Admin to support loan servicing...

Location

United States , Lawrence

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 2 years of experience in a financial institution, preferably within collections, loan servicing, loan administration, or retail banking operations
Prior back-office experience in a bank or credit union environment is required
Demonstrated ability to complete high-volume clerical work with strong accuracy and careful attention to detail
Experience with data entry, mail handling, record logging, and report preparation in an administrative setting
Working knowledge of consumer collections processes and general loan servicing or underwriting support activities
Strong organizational skills with the ability to manage multiple tasks, maintain documentation, and meet deadlines
Comfortable working with audit-sensitive processes and following established procedures for account-related administrative work

Job Responsibility

Maintain and update loan and collections records with a high level of accuracy, ensuring account information, documentation, and status changes are entered correctly
Process incoming and outgoing mail, organize correspondence, and track required follow-up items related to customer accounts and servicing activities
Prepare logs, routine reports, and supporting documentation to assist with audits, operational reviews, and day-to-day administrative oversight
Coordinate with vendors and internal teams to help resolve account issues, support servicing workflows, and keep tasks moving according to established timelines
Assist with consumer collections and loan administration activities by reviewing account details, monitoring exceptions, and escalating concerns when needed
Perform high-volume data entry and clerical support work while maintaining strong attention to detail and meeting productivity expectations
Support underwriting and servicing-related administrative tasks, including document handling, file maintenance, and verification of required records
Help manage process-related updates and administrative changes within servicing workflows while preserving accurate documentation and reporting continuity

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Mortgage Retail Sales Consultant (SAFE)

Wells Fargo is seeking a Mortgage Retail Sales Consultant (SAFE) in Consumer Len...

Location

United States , Frisco

Salary:

Not provided

Wells Fargo

Expiration Date

July 28, 2026

Requirements

2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Participate in soliciting residential mortgages from various sources
Produce high quality loans which are compliant and provide excellent customer service
Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
stay informed of mortgage industry trends and developments in the assigned market
Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Mortgage Retail Sales functional area, policies, procedures, compliance requirements, and generating loans
Understand real estate appraisals, title reports, and real estate transactions
Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in
analyze and offer mortgage loan products based on client needs
Review and analyze low to moderately complex financial and credit data

Fulltime

Mortgage Banker - Retail

The main purpose of this job is to originate home loans. The primary focus will ...

Location

United States , Houston

Salary:

22890.00 - 38850.00 USD / Year

Commerce Bank

Expiration Date

Until further notice

Requirements

Intermediate knowledge of mortgage products
Strong credit risk analysis and loan origination skills
Ability to focus on customer's needs, both internal and external, to develop and sustain productive customer relationships ensuring the opportunity to increase products per household
Develop and maintain collaborative relationships to facilitate and achieve corporate results
Ability to achieve an exceptional level of technical and professional skills/knowledge in job-related areas
keeping abreast of current developments and trends in area of expertise
Ability to take prompt and proactive actions to accomplish objectives
Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria
ongoing employment may be contingent upon meeting all driving requirements
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities

Job Responsibility

Originate home loans
Drive new sales within our available lending territory
Manage current client base
Increase market share attracting new clients
Network both with internal and external referral partners to build book of business (ie – realtors, builders, etc.)
Visit Commerce branches within assigned geography on a weekly basis to meet with Commercial Bankers and customers to discuss mortgage products
Manage production pipeline and documentation collection while coordinating with fulfillment team to ensure an efficient flow
Communicate between borrowers and referral partners
Analyze applicants' financial status, creditworthiness, and property evaluation to determine eligibility and feasibility of granting home loans
Provide financing options and customize solutions by conducting a deep dive analysis of the application, credit profile, financials, etc. and ensuring options offered fit within the guidelines of the lending/sellers guide(s) by product type (FHA/VA, Conv, HELOC)

What we offer

employer sponsored health insurance
dental insurance
vision insurance
401(k)
life insurance
paid vacation
paid personal time
career development
education assistance
voluntary supplemental benefits

Fulltime

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Retail Banking Product Manager - Loans

Job Responsibility

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