2 jobs found in Bethesda

Client Service Associate Company Overview: Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service. Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional ways—with a singular focus. Position Summary We are seeking a highly motivated and detail-oriented Client Services Associate to join...

Presidential Bank Mortgage, a division of Presidential Bank, FSB; an innovative, growing and well-respected mortgage banker is seeking a Secondary Marketing  Analyst to contribute to our mortgage division.   The Secondary Marketing Analyst is responsible for a variety of activities relating to pricing, hedging, funding, purchase and sale of mortgage loans.    · Process new lock requests, lock extension requests, lock revisions, relocks, and rate renegotiations with investors · Maintain appropriate service levels for requests received from internal staff · Assist internal staff with questions regarding policies, procedures, scenarios, and guidelines · Obtain investor purchase advice and research execution variances as needed · Comply with all policies and procedures  · Complete MERS transfers  · Assist team with investor recertifications while managing the approved investor list · Manage investor guidelines ensuring Guideline Guru is up to date with correspondent and...