Marketing Specialist MONTERRA CREDIT UNIONMarketing SpecialistRedwood City, CA$33–$39 / hourThe Marketing Specialist leverages campaigns and channels that support card acquisition and utilization, digital engagement, and new member growth, ensuring the effective and timely execution of marketing tactics through automated platforms such as Visa Campaign Solutions, SMS/text automation, the website content management system, and other communication channels with the goal of increasing product penetration, member engagement, and overall usage of Monterra Credit Union’s products and services. As a member of Monterra Credit Union’s Marketing Team, the Marketing Specialist supports growth across the Credit Union’s core products and services, including credit and debit cards, membership, auto and mortgage lending, and other offerings.
NewAccounts Payable Specialist JobotAccounts Payable SpecialistInglewood, CA$60,000–$70,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Managing the full cycle of accounts payable activities including receiving, processing, verifying, and reconciling invoices in an accurate, efficient, and timely manner.
NewClaim Specialist - Property Field Inspection State Farm Mutual Automobile Insurance CompanyClaim Specialist - Property Field InspectionSanta Monica, CA$64,965.62–$111,595 / yearAdditional Details: Employees must successfully complete all required training, including applicable licensing exam(s), Motor Vehicle Record (MVR) checks, and background checks required of various state(s). With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you!
Recruiting Operations Project Specialist Pinnacle Technical ResourcesRecruiting Operations Project SpecialistCaliforniaContractorThe specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. Experience in roles such as Learning Operations Specialist, Recruiting Operations Coordinator, Enablement Coordinator, HR Programs Specialist, or Training Operations Specialist is highly desirable.
NewCompliance Specialist WSH Management, Inc.Compliance SpecialistIrvine, CA$38.46–$40.87 / hourConduct community audits, review internal screening determinations, complete and review AFHMPs, provide compliance guidance to site staff, and support agency audits, inspections, and corrective actions to maintain ongoing program compliance. • Audits Low Income Housing Tax Credit (LIHTC) and Housing and Urban Development (HUD) move-in and recertification files for all LIHTC and HUD-financed properties.
Production Specialist/Engineer II Pinnacle Technical ResourcesProduction Specialist/Engineer IICupertino,, California$50–$60 / hourContractorThe specific compensation for this position will be determined by a number of factors, including the scope, complexity and location of the role as well as the cost of labor in the market; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Strong listening skills with the ability to interpret requests from creative and production teams, asking thoughtful clarifying questions when needed.
NewLeasing Specialist WSH Management, Inc.Leasing SpecialistWoodland Hills, CA$23–$24 / hourResponsible for the leasing, marketing and maintaining positive resident relations of multi-family residential apartments. Operate telephone, personal computer/keyboard, Microsoft Office including Word and MS Outlook, community software.
NewLPN / Clinical Support Specialist, Home Health AccentCare, Inc.LPN / Clinical Support Specialist, Home HealthCulver City, CA$32–$44As a professional, you know that what you do impacts you as much as our patients and their families, and at AccentCare, we are united in our relentless drive to reimagine care because we want to provide the service we would seek for our own families. At AccentCare, our care is most compassionate when we empathize and engage with everyone, and we are at our best when we value diverse perspectives, foster open dialogue, and enact change.
Accounts Receivable Collection Specialist Dialysis Clinic, Inc.Accounts Receivable Collection SpecialistSacramento, CA$25–$27 / hourDCI’s Differentiator:Since opening the first clinic 50 years ago in Nashville, Tenn., our Dialysis Clinic, Inc. family has grown to be the nation’s largest nonprofit dialysis provider with more than 270 locations in 30 states, serving nearly 14,000 patients each day. Join DCI today to build relationships and gain fulfillment serving individuals in our comfortable clinical setting with a lower caregiver-to-patient ratio than other providers.
M&A Tax Specialist Diedre Moire Corp.M&A Tax SpecialistSan Diego, CA$300,000–$400,000 / yearFull timeBuyer and seller allocation of purchase price as, for example, an asset or 338 transaction; IRC Section 1060; GAAP treatment related to structuring and purchase price allocation; Section 1231 gains such as: goodwill, land, and other assets with fair market values higher than original tax cost; Section 197 issues such as: short-lived assets including machinery and equipment, inventory, prepaid expenses, etc. • Post-Transaction Filing Elections and Requirement such as: Adjusting or selecting different tax elections and accounting periods and methods; Year-end conformity with affiliated companies' year-ends and "short-period" returns; Responsibility for the pre- and post-acquisition income tax, payroll tax, property tax and other filings.
Specialist Leisure Planning Hyatt Vacations OwnershipSpecialist Leisure PlanningEscondido, California$25.50 / hourFull timeProvide attraction, theme park, and event tickets for sale to all guests and use effective sales techniques to drive sales volume. As a Specialist Leisure Planning, you will assist in providing our Owners/guests with experiences and events to make memorable vacation memories, where meaningful moments are made together.
Fund Banking Analyst StifelFund Banking AnalystSan Francisco, CAStifel 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.
NewCredit Specialist Ferguson EnterprisesCredit SpecialistSan Leandro, CaliforniaFerguson, 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. Contact customers regarding delinquent payments, prepare reports reflecting credit and collection status, and identify/address problem debts.
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.
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.
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.
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 I - Power & Renewables Flagstar Bank NACredit Products Specialist I - Power & RenewablesBeverly Hills, CA$110,690–$136,592 / yearLoan 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 - Power & Renewables supports the underwriting, structuring, and management of commercial credit relationships with assigned specialized vertical or region.
Credit Product Specialist I - Entertainment Vertical Flagstar Bank NACredit Product Specialist I - Entertainment VerticalBeverly Hills, CA$72,187–$123,815 / yearJob Responsibilities: Loan Structuring & Underwriting: • Assist sales in analyzing financial statements, assessing borrower creditworthiness, and preparing credit approval packages within assigned specialized vertical or region. Job Summary: The Credit Products Specialist I - Specialized supports the underwriting, structuring, and management of commercial credit relationships with assigned specialized vertical or region.
NewCredit 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.
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 Balance Specialist - Healthcare Guidehouse IncCredit Balance Specialist - HealthcareSan Marcos, CA$38,000–$63,000 / yearCompensation 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.
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.
Credit & Collections Specialist Sierra Forest ProductsCredit & Collections SpecialistTustin, CA$75,000–$85,000Daily 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.
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.
Credit and Collections Specialist ACCO Engineered Systems IncCredit and Collections SpecialistPasadena, CA$22.59–$29.80 / hourApplicants please note that actual compensation is determined by several factors that are unique to each candidate, including but not limited to job-related skills, depth of experience, certifications, relevant education or training, and specific work location, among others. JOB SUMMARY: To support maintenance of the highest possible quality of accounts receivable, by fully utilizing available resources to provide accurate and timely information to all customers and sales team.
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 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.
Lead Credit Product Sales Specialist Wells Fargo BankLead Credit Product Sales SpecialistIrvine, CaliforniaLead 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.
NewTax 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.
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.
Electronic Services Specialist Credit Union - Experience Required! Addvantage Credit Union StaffingElectronic Services Specialist Credit Union - Experience Required!CaliforniaDaily processing of ACH, ACH origination, wires (domestic/international), ATM deposits, bill pay, mobile deposits, and person-to-person transfers. 2–5 years of experience in a credit union or financial institution in the back-office such as Electronic Services, Central Operations, and Deposit Operations.
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 DentalEssential Functions:Downloads, prints and distributes daily and/or weekly tasks, ensuring work is distributed evenly.
Senior Credit Product Specialist ExlService Holdings IncSenior Credit Product SpecialistCA$130,000–$160,000 / yearThis role is responsible for supporting the design and implementation of credit card products, including onboarding, account management, customer experience, and product requirements, ensuring alignment across business, technology, and operations. At least 12 Years of Experience in credit risk product, particularly in credit cards/ commercial cards.
Credit and Collections Specialist Vaco LLCCredit and Collections SpecialistSanta Ana, CA$28–$29Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
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.
NewBehavior Technician (60 College Credits Required) Coyne and AssociatesBehavior Technician (60 College Credits Required)Placentia, 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.
NewBehavior Technician (60 College Credits Required) Coyne & AssociatesBehavior Technician (60 College Credits Required)Irvine, CaliforniaIf 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 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.
NewCredit 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 - 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 - 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.
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 - Prospect Saratoga Ave Bank of America CorpCredit Solutions Advisor - Prospect Saratoga AveSan Jose, 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.