Credit Specialist Ferguson Enterprises IncCredit SpecialistSacramento, CA$25.04–$37.56 / hourFerguson, a Fortune 500 company, is proud to provide best-in-class products, service and capabilities across the following industries: Commercial/Mechanical, Facilities Supply, Fire and Fabrication, HVAC, Industrial, Residential Trade, Residential Building and Remodel, Waterworks and Residential Digital Commerce. Responsibilities: Manage customers utilizing portals for purchase order delivery, invoicing, and payment, and handle a wide variety of credit and collection functions.
NewAR & Credit Specialist - High-Volume Invoicing Professional Search GroupAR & Credit Specialist - High-Volume InvoicingLos Angeles, CAThe ideal candidate will manage billing, collections, and credit review activities, ensuring timely payments and maintaining professional client relationships. This is a temporary position in the accounting/auditing field within the Packaging and Containers Manufacturing industry.#J-18808-Ljbffr.
NewCredit Collections Specialist Macpower Digital Assets Edge Private LimitedCredit Collections SpecialistCarlsbad, CA$24 / hourTeam Dynamics : This role requires frequent communication and collaboration with internal stakeholders (e.g., sales reps) and external customers, making teamwork and relationship-building skills essential. Key Skills: Credit Collections Specialist, Portfolio Accounts, Portfolio, Accounts, Excel, Negotiation, Billing, AR, Credit, Collections.
Collections Specialist/Credit Analyst - Industrial Distribution - Burbank, CA SunSourceCollections Specialist/Credit Analyst - Industrial Distribution - Burbank, CABurbank, CARyan Herco Flow Solutions, a SunSource company, is a leading distributor of fluid control systems, fluid filtration systems, fluid handling products, micro-electronics, and general industrial supply. We sell to a broad base of customers in industries such as electronic component and equipment manufacturers, chemical manufacturers, water & waste treatment, metal finishing, pollution control and life sciences companies.
Credit Specialist Ledgent Finance & AccountingCredit SpecialistBrea, California$25–$28 / hourThe position focuses heavily on resolving customer deductions and disputes, monitoring accounts receivable, and collaborating across departments to support smooth order fulfillment and cash flow. Independently investigates and resolves customer deductions, including negotiating with customers and proposing alternative solutions to close disputes efficiently.
Institutional Fixed Income Sales Professional (Generalist & Credit Specialists) CastleOak Securities, L.P.Institutional Fixed Income Sales Professional (Generalist & Credit Specialists)Los Angeles, CA$100,000–$150,000 / yearWe are hiring multiple individuals across our regional offices and are specifically seeking sales professionals with experience in Rates, Corporates, and Structured Products who can leverage client relationships across our robust capital markets platform. Joining a veteran team operating in a dynamic sales and trading environment, the right candidate will thrive in our flat organizational structure that allows for direct interaction with our elite Wall Street executive leadership.
NewNational Accounts Collections & Credit Specialist RevelystNational Accounts Collections & Credit SpecialistIrvine, CA$27.50–$34 / hourA performance gear manufacturer in Irvine, CA is seeking an AR Specialist to support cash collection for National Accounts like Dick's Sporting Goods. The role demands excellent analytical and communication skills, along with 5+ years in credit analysis or accounts receivable.
Credit Risk Specialist LancesoftCredit Risk SpecialistOakland, CARemote$24Collaborate with members of other teams to root out answers and be a resource to teammates to provide the best possible experience to our sellers. Advocate for our seller community by identifying trends in issues and suggesting improvements to processes, policies and products.
Credit Products Specialist I - Energy & Renewables Flagstar Bank, N.A.Credit Products Specialist I - Energy & RenewablesBeverly Hills, CAFull timeLoan Structuring & Underwriting: Assist sales in analyzing financial statements, assessing borrower creditworthiness, and preparing credit approval packages within assigned specialized vertical or region. The Credit Products Specialist I - Energy & Renewables supports the underwriting, structuring, and management of commercial credit relationships with assigned specialized vertical or region.
Credit Products Specialist Senior - Equipment Finance Flagstar Bank NACredit Products Specialist Senior - Equipment FinanceCA$123,524.25–$198,417 / yearAs relevant for the supported line of business, well versed in legal documentation (e.g., Credit Agreements) and positioned to both develop more junior associates on the topic, interact with internal and external legal counsel, and negotiate directly with clients. Complex Credit Structuring & Underwriting: Lead the structuring, analysis, and approval of highly complex credit transactions, ensuring risk is balanced with business needs with the assigned specialized vertical or region.
Credit Products Specialist Sr - Specialized, Equipment Finance Flagstar Bank NACredit Products Specialist Sr - Specialized, Equipment FinanceCA$123,524–$164,699 / yearAs relevant for the supported line of business, well versed in legal documentation (e.g., Credit Agreements) and positioned to both develop more junior associates on the topic, interact with internal and external legal counsel, and negotiate directly with clients. Complex Credit Structuring & Underwriting: Lead the structuring, analysis, and approval of highly complex credit transactions, ensuring risk is balanced with business needs with the assigned specialized vertical or region.
Structured Credit Services - CLO Specialist Deutsche BankStructured Credit Services - CLO SpecialistSanta Ana, CaliforniaTrust and Securities Service (TSS): With offices in New York, California, London, Frankfurt, Milan, Lisbon, Dublin, Hong Kong, Singapore and Tokyo, the Trust and Securities Services team at Deutsche Bank has long been recognized as a leader in the provision of administrative and fiduciary services to the global debt and equities markets. Work closely with internal support staff, client services specialists, portfolio accounting analysts, including external clients and agent banks to facilitate the setup and maintenance of syndicated bank loan facilities for the Structured Credit Services group.
Collections & Credit Specialist M&T Bank CorpCollections & Credit SpecialistIrvine, CA$34.68–$57.80 / hourUnderstand and utilize consumer and commercial credit reports, gather financial statements, tax returns, bank statements, and other information to effectively coordinate with management to develop payment strategies and workouts on more complex or unique situations. Familiarity with consumer and commercial credit reports, as well as an in-depth understanding of promissory notes, loans, leases, and other documents/laws that govern repayment of commercial contracts.
Universal Member Support Specialist, Credit Union University of Southern CaliforniaUniversal Member Support Specialist, Credit UnionLos Angeles, CA$25–$32 / hourIf you are a current USC employee, please apply to this USC job posting in Workday by copying and pasting this link into your browser: https://wd5.myworkday.com/usc/d/inst/1$9925/9925$147425.htmld . Reporting directly to the Chief Experience Officer, this role provides on-site operational and staffing support across branch locations while helping deliver an exceptional member experience.
Credit and Collections Specialist I (68587) Tireco IncCredit and Collections Specialist I (68587)Gardena, CAREQUIRED QUALIFICATIONS AND SKILLS: 1 - 2 years of experience in Accounts Receivable, credit function and customer service, or related role. Clearly document all internal and external communication in NetSuite, including weekly summaries, and detailed aging reports.
Credit Balance Specialist - Healthcare GuidehouseCredit Balance Specialist - HealthcareSan Marcos, CaliforniaCompensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event.
Credit & Collections Specialist Sierra Forest ProductsCredit & Collections SpecialistTustin, CaliforniaDaily cash application of payments performed timely and accurately and overpayments/short-payments or any discrepancies are investigated and resolved promptly. At Sierra Forest Products, we’re more than a leading North American distributor of specialty wood products—we’re a team committed to professionalism, care, and creating spaces that enhance lives and the health of the planet.
Credit Solutions Specialist Mirastar FCUCredit Solutions SpecialistSan Jose, CaliforniaThe Credit Solutions Specialist is responsible for managing collection activities on delinquent member accounts, including mortgages, VISA credit cards, lines of credit, secured and unsecured loans, and significantly overdrawn savings and checking accounts. This position collaborates closely with internal partners across various departments and external partners, including vendors and third-party agencies, to ensure effective resolution of delinquent accounts while upholding the Credit Union’s values and member-focused approach.
NewSenior Credit & Collections Specialist The Trade Desk IncSenior Credit & Collections SpecialistLos Angeles, CAStrong interpersonal and communication skills and ability to build positive working relationships across the department, within different teams and at every level in the organization; Demonstrate good judgement and ability to prioritize and handle multiple responsibilities; Self-motivated with an analytical outlook and good numerical skills; Able to work in a highly effective manner with a wide variety of partners to deliver exceptional, high-quality results; Able to lead a busy workload with conflicting priorities; Personable and approachable with a hands-on and can-do attitude with no place for egos; Strong customer service skills and the ability to liaise across multiple international locations; You share things we value: Openness, Grit, Agility, Vision, Generosity, Full-Heartedness in everything that you do. Who you are: Bring 4-5 years' experience in a high volume, high-pressure, credit and collections role within the ad-tech, tech and/or media industries; You may be studying towards a CICM qualification; Experience working in collections across different regions and currencies; ERP systems experience, preferably Oracle Cloud; Previous experience working with debt management and collections software would be advantageous (e.g.
Tax Credit Leasing Specialist InterSolutionsTax Credit Leasing SpecialistCatlett, CA$21–$28 / hourInterSolutions is hiring Apartment Leasing Consultants with Low Income Housing Tax Credit (LIHTC) experience for properties near you. As a Leasing Professional, you ll play a key role in creating an outstanding living experience for both current and prospective residents.
NewAccounts Receivable Specialist - Credit & Collections Pro Geary PacificAccounts Receivable Specialist - Credit & Collections ProAnaheim, CAGeary Pacific in Anaheim, CA is looking for a member of the Accounts Receivable team to enhance our performance in managing credit limits and collections. Join us in making a difference at Geary Pacific, where teamwork and customer success go hand in hand.#J-18808-Ljbffr.
NewStrategic Collections & Credit Specialist M&T BankStrategic Collections & Credit SpecialistIrvine, CAYou will analyze financial information, coordinate loan modifications, and work closely with the operations team to improve delinquent accounts. M&T Bank in Irvine, California, is hiring for the position responsible for managing collections within the Equipment Finance Corporation loan portfolio.
NewCredit Review Specialist 2 U.S. BankCredit Review Specialist 2Los Angeles, CaliforniaIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often—that’s what we call the courage to thrive.
NewSr. Credit & Collections Specialist Cadence Design SystemsSr. Credit & Collections SpecialistSan Jose, CACredit & Collections SpecialistLocationSandy, Utah, Phoenix, AZ, Denver, COMust HavesResolve client-billing problems and address accounts receivable delinquency, applying good customer service in a timely manner. Read the policy (opens in a new tab) ( PolicyJob Applicant if you are a job seeker creating a profile using our careers website, please see the privacy policy (opens in a new tab) ( participates in the E-Verify program in certain U.S. locations as required by law.
Lead Credit Product Sales Specialist Wells Fargo & CoLead Credit Product Sales SpecialistIrvine, CA$167,000–$260,000 / yearLead moderately complex transactions in partnership with coverage teams for specialty products, including by analyzing potential opportunities, structuring, proposing, and selling tailored financial solutions to clients; lead internal coordination and submit transactions to management or independent risk for approval. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
Special Credits Enforcement Support Specialist I Global Credit Union Home Loans LLCSpecial Credits Enforcement Support Specialist IGlendale, CA$45,633–$66,624 / yearTenure: Special Credits Enforcement Support Specialist II (Category 15) requires six months tenure in the Special Credits Enforcement Support Specialist I (Category 16) position with performance that meets or exceeds expectations. Special Credits Enforcement Support Specialist III (Category 14) requires 12 months tenure in the Special Credits Enforcement Support Specialist II (Category 15) position with performance that meets or exceeds expectations.
Credit Audit Specialist Glidewell DentalCredit Audit SpecialistIrvine, CaliforniaBehind all of this success is an amazing group of people who are passionate about bringing innovation to the marketplace, while providing quality and affordability to better the lives of people all over the world. Position at Glidewell Dental Essential Functions : Downloads, prints and distributes daily and/or weekly tasks, ensuring work is distributed evenly.
Credit Review Specialist 2 U.S. BancorpCredit Review Specialist 2Brea, CA$25.77–$34.33 / hourIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often-that's what we call the courage to thrive.
Venture Banking Credit Analyst (Summer 2026 Start) StifelVenture Banking Credit Analyst (Summer 2026 Start)San Francisco, CaliforniaFull timeStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
Tax Credit Accountant Experian Information Solutions IncTax Credit AccountantCosta Mesa, CARemoteExperian''s people first, inclusive and purpose driven culture is multi award-winning; World''s Best Workplaces 2025 (Fortune Global Top 25), Great Place To Work in 26 countries to name a few. This is an ideal opportunity for professionals with public accounting or incentive consulting experience who want to continue doing intellectually challenging work without timesheets or traditional burnout.
Credit Officer, Global Wealth & Investment Management Bank of America CorpCredit Officer, Global Wealth & Investment ManagementLos Angeles, CA$99,000–$150,800 / yearRequired Qualifications:• 3 years of progressively responsible experience in the job offered or a related finance / banking occupationDesired Qualifications:• Bachelor's degree or equivalent in Finance, Business Administration, Financial Economics, or related; and• Prefer 3 years of experience in each of the following:o Marketing and selling Private Wealth credit solutions with a goal to engage and influence audience behavior to address the lending needs of clients;o Cultivating relationships with clients and Financial Advisors to identify credit opportunities and grow lending business;o Negotiating with Underwriting and Risk on behalf of the client to structure sound loans including securities based loans, Commercial real estate loans, Recreational real estate loans, Hedge Fund loans, Fine Art loans, Yacht loans, Unsecured loans, and other miscellaneous loans;o Conducting financial analysis including ratio analysis, DSC analysis, and collateral evaluations to determine viability of loan opportunities; and,o Assessing existing portfolio of loans ensuring compliance with financial covenants and reporting, resolving margin calls, and debt service failures. The primary mission of the Credit Product Specialist is to establish new credit relationships with the financial advisors wealth management clients/ prospects in addition to supporting/ expanding existing GWIM credit relationships with the intent of generating balance and revenue growth with appropriate risk adjusted returns.
Accounts Receivable/Credit Collection Lee Hecht HarrisonAccounts Receivable/Credit CollectionGlendora, CA$26–$32 / hourThis position will be responsible for managing customer accounts, collections, credit reviews, cash applications, and account reconciliations while partnering closely with customers, sales, and operations teams to maintain healthy cash flow and minimize credit risk. We are seeking an experienced Accounts Receivable / Credit & Collections Specialist to join a growing manufacturing company in Glendora.
Behavior Technician (60 College Credits Required) Coyne and AssociatesBehavior Technician (60 College Credits Required)Lake Forest, CAIf you’ve dabbled in any of these, we want you on our team: Children, Babysitting, Behavior Technician, Social Skills, Psychology, Sociology, ABA, Behavior Therapist, Behavioral Health, Behavior Specialist, ABA Therapist, Childcare, Teacher Assistant, Teacher's aide, Preschool Teacher, Paraprofessional, Youth Program Coordinator, Direct Support Professionals, Behavioral and Social Sciences, Behavioral Health Technician, Mental Health Specialist, Camp Counselor, Coach, Caregiver . 60 college units (including 12 units in a related field such as Psychology, Child Development, Special Education, or Education) and 6 months of experience working with children , OR .
Credit Solutions Advisor - San Rafael Main - Spanish Preferred Bank of America CorpCredit Solutions Advisor - San Rafael Main - Spanish PreferredSan Rafael, CA$26–$30.83 / hourResponsibilities:Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experienceRequired Qualifications: Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutionsActively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.
Credit Solutions Advisor - Almaden Valley Bank of America CorpCredit Solutions Advisor - Almaden ValleySan Jose, CA$26–$30.83 / hourResponsibilities:Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience Required Qualifications: Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.
Credit Solutions Advisor - Indio Main - Spanish Language Fluency Required Bank of America CorpCredit Solutions Advisor - Indio Main - Spanish Language Fluency RequiredIndio, CA$25–$29.61 / hourResponsibilities:Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience Required Qualifications: Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.
Credit Solutions Advisor - Livermore Bank of America CorpCredit Solutions Advisor - LivermoreLivermore, CA$26–$30.83 / hourResponsibilities:Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience Required Qualifications: Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.
Credit Solutions Advisor - Corona Plaza - Spanish language Fluency Preferred Bank of America CorpCredit Solutions Advisor - Corona Plaza - Spanish language Fluency PreferredCorona, CA$26–$30.83 / hourResponsibilities:Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experienceRequired Qualifications: Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.
Credit Solutions Advisor - Tustin Bank of America CorpCredit Solutions Advisor - TustinSanta Ana, CA$25–$29.61 / hourResponsibilities:Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience Required Qualifications: Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.
Credit Solutions Advisor - Capitol & Aborn - Preferred Vietnamese Bank of America CorpCredit Solutions Advisor - Capitol & Aborn - Preferred VietnameseSan Jose, CA$26–$30.83 / hourResponsibilities:Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience Required Qualifications: Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutionsActively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.
Credit Solutions Advisor - Alum Rock - Preferred Spanish Bank of America CorpCredit Solutions Advisor - Alum Rock - Preferred SpanishSan Jose, CA$26–$30.83 / hourResponsibilities:Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience Required Qualifications: Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutionsActively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.
Credit Solutions Advisor - San Leandro Main Bank of America CorpCredit Solutions Advisor - San Leandro MainSan Leandro, CA$26–$30.83 / hourResponsibilities:Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience Required Qualifications: Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutionsActively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.
Credit Solutions Advisor - 41st & Capitola Bank of America CorpCredit Solutions Advisor - 41st & CapitolaCA$26–$30.83 / hourResponsibilities:Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience Required Qualifications: Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutionsActively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.
Credit Solutions Advisor - Sunset Park Bank of America CorpCredit Solutions Advisor - Sunset ParkRocklin, CA$26–$30.83 / hourResponsibilities:Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience Required Qualifications: Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutionsActively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.
Credit Solutions Advisor - Woodside Plaza Bank of America CorpCredit Solutions Advisor - Woodside PlazaRedwood City, CA$26–$30.83 / hourResponsibilities:Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience Required Qualifications: Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutionsActively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.
Credit Solutions Advisor - Cambrian Park Bank of America CorpCredit Solutions Advisor - Cambrian ParkSanta Clara, CA$26–$30.83 / hourResponsibilities:Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience Required Qualifications: Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutionsActively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.
Credit Solutions Advisor - Danville - Spanish Preferred Bank of America CorpCredit Solutions Advisor - Danville - Spanish PreferredDanville, CA$25–$29.61 / hourI have access to industry leading products services and technology award winning platforms and a dedicated support team On screen copy Access to industry leading products services and technology all designed to help me fulfill the financial needs associated with the unique life priorities of our clients and simplify our clients experience by providing direct solutions. On screen copy Manage my business pipeline by Contacting clients Following up with internal and external partners Staying current on training Being part of the Financial Center team allows my teammates to refer clients to me so I can assist with an array of financial solutions including home lending auto lending credit card and traditional banking solutions.
Credit Solutions Advisor - Corte Madera Bank of America CorpCredit Solutions Advisor - Corte MaderaCA$26–$30.83 / hourResponsibilities:Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience Required Qualifications: Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutionsActively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.
Credit Solutions Advisor - Blackhawk Bank of America CorpCredit Solutions Advisor - BlackhawkDanville, CA$25–$29.61 / hourDesired Qualifications:•Experience in a loan origination role in a retail environment and knowledge of Mortgage Products (Conventional, Jumbo and HELOC, Government)•Knowledge of credit and home lending requirements•Experience working in a financial center where goals were met or exceeded.•Knowledge in analyzing and comprehending complex financial data and providing financial alternatives.•Knowledge of banking products and services.•Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.•Experience in a loan origination role in a retail environment and knowledge of•Structuring, Processing, underwriting and closing procedures•Federal regulations governing real estate lending•FHA and HUD guidelines•Other Lending Products (Credit Card, Vehicle Loans)•Strong computer skills including MS applications and previous experience utilizing laptop technology. I have access to industry leading products, services and technology, award winning platforms, and a dedicated support team, On screen copy: Access to industry leading products, services, and technology all designed to help me fulfill the financial needs associated with the unique life priorities of our clients and simplify our clients' experience by providing direct solutions.
Credit Solutions Advisor - Santa Barbara Main Bank of America CorpCredit Solutions Advisor - Santa Barbara MainSanta Barbara, CA$26–$30.83 / hourResponsibilities:Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experienceRequired Qualifications: Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.