Mortgage knowledge jobs

Relationship Manager

Kotak Neo (Kotak Securities Limited) · Posted Nov 12, 2026

Open

Chennai, Tamil Nadu, India
4–6 years

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Relationship Manager

Kotak Neo (Kotak Securities Limited) · Posted Nov 12, 2026

Open

Chennai, Tamil Nadu, India
4–6 years

Apply with RefersoAI Apply on careers page

Technical Trainer - Mortgages & Financial Planning

Howden · Posted Nov 10, 2026

Open

London, England, United Kingdom
Full-time

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Design and deliver technical, regulatory and sales training for Mortgages and Financial Planning.

Responsibilities

Designing and delivering technical, regulatory and sales learning through workshops, virtual training, coaching and blended learning solutions.
Leading induction and onboarding programmes for new colleagues.
Creating and maintaining high-quality learning materials, assessments and digital learning resources.
Supporting supervisors with competence assessments, observations, role plays and coaching activity.
Delivering targeted development interventions where knowledge, performance or behavioural gaps have been identified.

Requirements

Recognised mortgage qualification (e.g., CeMAP)
Level 4 Financial Planning qualification (or equivalent)

Skills

Technical training Learning & development Coaching Competence assessment Mortgage knowledge Financial planning knowledge

Branch Supervisor

Columbia Bank · Posted Nov 6, 2026

Open

Redlands, California, United States
On-site
Full-time
$20–$24 per year
2+ years

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Opens and accurately processes all types of deposit and loan accounts including complex retail products such as consumer loans, VISA merchant accounts and small business loans providing solutions with cash management and Retail Business Solutions.

Compensation

The pay range for this role is $20 - $24.

Responsibilities

Opens and accurately processes all types of deposit and loan accounts
Listens to the client's financial needs and cross-sells other bank services
Maintains direct contact with external and internal clients
Processes and oversees technical tasks such as opening and closing of the branch
Facilitates the review and assessment of the operational/audit requirements of the branch

Requirements

High School Diploma or GED
Nice to have: sales experience

Skills

consumer lending business lending cash handling account balancing loan processing MLO compliance

Mortgage knowledge jobs

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