2 service associate jobs found in Westerly

Secondary Market Specialist   The Secondary Market Specialist supports the sale and delivery of residential mortgage loans to investors. This role is responsible for ensuring accurate loan delivery, funding, reconciliation, reporting, servicing transfer activities, and compliance with investor and internal requirements. The ideal candidate is highly organized, detail-oriented, and experienced in mortgage operations.   Key Responsibilities Review mortgage loan files for completeness and investor readiness. Deliver mortgage loans and required documentation to investors within established deadlines. Maintain accurate loan sale records in internal and investor systems. Provide lock desk support, including processing lock requests, extensions, relocks, and changes. Coordinate with underwriting, closing, servicing, and finance teams to resolve funding and delivery issues. Process loan funding activities and related accounting entries....

Wealth Advisor Washington Trust Wealth Management is seeking a client-focused and relationship-driven Wealth Advisor to provide comprehensive advisory services to high-net-worth individuals and families. This role is centered on helping clients achieve their financial goals through holistic advice, thoughtful planning, and ongoing guidance. The ideal candidate holds a Certified Financial Planner (CFP®) designation or Certified Trust and Fiduciary Advisor (CTFA) credential and brings a strong commitment to fiduciary responsibility and client service excellence.   Key Responsibilities Build and maintain long-term, trusted relationships with clients by delivering personalized, goals-based financial advice Develop and implement comprehensive financial plans, including retirement, estate, tax, insurance, and wealth transfer strategies Conduct regular client reviews and proactively adjust plans based on life events, market changes, and evolving goals Serve as the...