Mortgage Relationship Manager Salary at The Lending Doctor BETA

Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies. + Provides support for pre-sales sales activities such as presentations, bids/proposals, and requests for information. + Retains and expands existing relationships to achieve portfolio retention, sales, service, and profitability objectives. + Establishes and enhances the Banks brand by participating in meaningful and focused business and community. + Participates in industry forums and conferences to keep apprised of all industry trends, competitive insights, products and services. + Provides subject matter expertise on market conditions and trends to maintain a high level of environmental awareness. + Coordinates cash manageme

Role Overview: The Client Relations Manager is the welcoming face and voice of our boutique corporate law firm, serving as the primary point of contact for new and existing clients. This role is ideal for professionals with strong customer service and sales-oriented skills, whether new to the legal field or seasoned professionals. This position's primary function is conducting initial client intakes. At Full Circle Business Law, we take our work seriously but not ourselves—so a great sense of humor and the ability to laugh (often!) with the team goes a long way. This position offers excellent opportunities for those seeking a balance between meaningful work and personal or creative interests, or for individuals pursuing a long-term career in a law firm setting. Benefits (subject to introductory periods): 401(k) matching Dental insurance Health insurance Paid sick leave 2 weeks paid vacation Key Responsibilities (subject to change): Serve as the first point of contact for clients, ensur

About Us At Cast & Crew, we've empowered creativity and supported the global entertainment industry for decades. Together with our family of brands - Backstage, CAPS, Checks & Balances, Final Draft, Media Services, Sargent-Disc, and The TEAM Companies - we operate as a combined entertainment technology and services provider offering industry standard screenwriting accounting software, digital payroll products, data & reporting, and a host of creative tools. The industry continues to move faster than ever, and the need for our expertise, our technology, and our people has never been greater. We are a production's best ally every step of the way. #OneCastOneCrew Position Overview The Client Relationship Manager will play a pivotal role in managing and nurturing client relationships. This role is designed to provide account management capacity relief to the sales team, enabling them to focus on core selling activities. The Client Relationship Manager will serve as a core customer-facing p

Introduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Asia markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further. Overview: Being the next generation Business Relationship Manager at East West Ba

Relationship Manager 📍 Santa Monica, CA (Hybrid) 🕒 Full-Time | 💼 Investment Advisory About the Role We are seeking a Relationship Manager to join an investment management firm in in Santa Monica, CA. This hybrid role is ideal for a client-focused professional who thrives on building strong, lasting relationships with high-net-worth individuals. As the primary point of contact for a select group of clients, you’ll be responsible for ensuring a exceptional service experience while supporting business development efforts. You’ll manage everything from onboarding and account maintenance to meeting preparation and proactive communication, working closely with the Senior Advisor and internal teams to deliver seamless support. Key Responsibilities Client Service & Relationship Management Oversee onboarding of new clients, including paperwork preparation, signature collection, transfers/rollovers, and coordination with custodians. Serve as a dedicated resource for client inquiries, ensuring

Beverly Hills Private Wealth is an SEC registered investment advisory firm located in Beverly Hills, CA. We are a wirehouse breakaway thrilled to be building our team in our own completely independent business. We are two and a half years into this venture and growing rapidly. Our team consists of three advisors/partners, a junior advisor, four client relationship managers, a Chief Investment Officer, and an office operations associate. Our clients are ultra-high net worth individuals, families, and business owners who rely on our knowledge and white-glove service to support their daily needs. We are fast-paced and hardworking but share keen senses of humor and genuinely enjoy each other’s company in and out of the office. We plan multiple team outings each year to show our appreciation and encourage work/life balance. We are looking for a highly motivated professional who shares our entrepreneurial spirit to join our team as a Client Relationship Manager (CRM). You will report to our

Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Greater China markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further. East West Bank is currently seeking an Sr. Entertainment Relationship Ma

Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Greater China markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further. East West Bank is currently seeking a Senior Relationship Manager focusi