Registered Client Service Associate Stifel Financial CorpRegistered Client Service AssociateNewport Beach, CAp>Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Registered Client Service Associate StifelRegistered Client Service AssociateNewport Beach, CaliforniaWhat You'll Be Doing: Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Client Service Associate Beacon Pointe AdvisorsClient Service AssociateNewport Beach, CAThe Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and…" /> Client Service Associate @ Beacon Pointe Advisors LLC. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateLaguna Niguel, CA$34,320–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Registered Client Service Associate, Optin Morgan StanleyRegistered Client Service Associate, OptinLong Beach, CA$34,320–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
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NewRegistered Client Service Associate (Newport Beach, CA) Raymond James Financial IncRegistered Client Service Associate (Newport Beach, CA)Newport Beach, CA$45,000–$85,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
Client Service Associate Beacon Pointe Advisors LLCClient Service AssociateNewport Beach, CAThe Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate .
Client Services Associate - Santa Ana, CA (Onsite) Collectors Holdings, Inc.Client Services Associate - Santa Ana, CA (Onsite)Santa Ana, CAli>Teamwork - Balances team and individual responsibilities; exhibits objectivity and openness to others' views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; able to build morale and group commitments to goals and objectives; supports everyone's efforts to succeed. Assist with inquiries on orders and pricing with customers at drop off while ensuring all submission forms are accurately filled out, items properly handled, and orders delivered to the Receiving department for order entry.
Client Service Associate Tang and CompanyClient Service AssociateTorrance, CAThe Client Service Associate will also possess strong customer service and problem-solving skills, technical knowledge or technical aptitude, strong listening and oral communication skills as well as team orientation organizational skills. OSCA, a division of Tang & Company which provides instructor-led and computer based safety training, has an excellent opportunity for a full-time Client Services Associate.
Private Client Service Associate The Capital Group Companies, Inc.Private Client Service AssociateCA$80,098–$128,157 / yearli>Works with partners to prepare materials for client presentations, process client requests, onboard new client accounts, make business travel arrangements, and manage expense reports and records. In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
Client Service Associate Tang&CoClient Service AssociateTorrance, CAPay Rate: $18/hr Essential Duties and Responsibilities Heavy customer interface by telephone, electronically or face to face Respond promptly to customer inquiries Handle and resolve customer complaints Obtain and evaluate all relevant information to handle inquiries and complaints Provide prompt, courteous service to all external and internal customers Assist with special projects as assigned Direct requests and unresolved issues to the designated resource Manage customers accounts Keep records of customer inquiries, comments and complaints and actions taken Communicate and coordinate with internal departments Follow up on customer interactions The Client Service Associate will also possess strong customer service and problem-solving skills, technical knowledge or technical aptitude, strong listening and oral communication skills as well as team orientation organizational skills. IT knowledge and ability Excellent communication skills, verbal and written Attention to detail and accuracy Accountability Organizational Skills Motivated and results driven Strong interpersonal skills Commitment to continuous improvement Maintain a positive mental attitude and professional work ethic Confidentiality #MP1.
Senior Client Service Associate (Middle Market Banking) City National BankSenior Client Service Associate (Middle Market Banking)Long Beach, CARemote$71,869–$114,797 / yearReviews large deposits and either approves or declines immediate credit based on knowledge of clientele account balance account history and other related factors within delegated authority. Uses knowledge of bank products and services to consistently evaluate new opportunities for growth in relationships and recommending solutions to clientsprospects.
Client Services Associate - Santa Ana, CA (Onsite) Collaborative SolutionsClient Services Associate - Santa Ana, CA (Onsite)Santa Ana, Californiali>Teamwork - Balances team and individual responsibilities; exhibits objectivity and openness to others’ views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; able to build morale and group commitments to goals and objectives; supports everyone’s efforts to succeed. residents: for disclosures relating to personal information we collect during the employment application and recruitment process, please see ourPrivacy Notice for U.S. Applicants..
Tax Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesCosta Mesa, CA$146,000–$200,000 / yearThe PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.
Mental Health Associate (MHA) The Stepping Stones Group LLCMental Health Associate (MHA)El Segundo, CAQualifications:A Master''s degree in Social Work, Mental Health Counseling, or a related fieldCurrent license in CALicensed Clinical Social Workers Licensed Marriage and Family Therapists Licensed Professional Clinical CounselorsRegistered Associate Marriage and Family Therapists Registered Associate Social Workers Registered Associate Professional Clinical Counselors Experience working with children and adolescents required (school-based experience preferred)Why You''ll Love It Here:Supportive Clinical Leadership - You''ll never feel like you''re in this aloneOngoing Professional Growth - Because learning should never stopExclusive Resources - Think of it as your VIP toolkit for successCompetitive Salary + Benefits - Perks you''ll loveFlexible Pay Options - Because budgeting shouldn''t be stressfulProfessional Development & Continuing Ed - Keep growing your skillsAn Inspiring & Collaborative Team - Work with people who get youWhat You''ll Do:Support students'' emotional & social well-beingCollaborate with educators, parents & administrators to support student successCreate meaningful programs tailored to diverse student needsBe a champion for inclusion, positivity & student successThis position is an excellent opportunity for those passionate about making a significant impact on students'' lives and building a rewarding career in school-based social work. Qualifications:A Master''s degree in Social Work, Mental Health Counseling, or a related fieldCurrent license in CA (LPCC, LCSW, LMFT, LCSWA)Preferred experience/expertise in treating anxiety related disorders, school avoidance, disordered eating, obsessive compulsive tendencies, and self-harming behaviors Why You''ll Love It Here:Supportive Clinical Leadership - You''ll never feel like you''re in this aloneOngoing Professional Growth - Because learning should never stopExclusive Resources - Think of it as your VIP toolkit for successCompetitive Salary + Benefits - Perks you''ll loveFlexible Pay Options - Because budgeting shouldn''t be stressfulProfessional Development & Continuing Ed - Keep growing your skillsAn Inspiring & Collaborative Team - Work with people who get youWhat You''ll Do:Support students'' emotional & social well-beingCollaborate with educators, parents & administrators to support student successCreate meaningful programs tailored to diverse student needsBe a champion for inclusion, positivity & student successThis position is an excellent opportunity for those passionate about making a significant impact on students'' lives and building a rewarding career in school-based social work.
Bilingual Mental Health Associate (MHA) The Stepping Stones Group LLCBilingual Mental Health Associate (MHA)Aliso Viejo, CAQualifications:A Master's degree in Social Work, Mental Health Counseling, or a related fieldCurrent license in CA:Licensed Clinical Social Workers Licensed Marriage and Family Therapists Licensed Professional Clinical CounselorsRegistered Associate Marriage and Family Therapists Registered Associate Social Workers Registered Associate Professional Clinical Counselors School experience preferredBilingual (Spanish), preferred Why You'll Love It Here:Supportive Clinical Leadership - You'll never feel like you're in this aloneOngoing Professional Growth - Because learning should never stopExclusive Resources - Think of it as your VIP toolkit for successCompetitive Salary + Benefits - Perks you'll loveFlexible Pay Options - Because budgeting shouldn't be stressfulProfessional Development & Continuing Ed - Keep growing your skillsAn Inspiring & Collaborative Team - Work with people who get youWhat You'll Do:Support students' emotional & social well-beingCollaborate with educators, parents & administrators to support student successCreate meaningful programs tailored to diverse student needsBe a champion for inclusion, positivity & student successThis position is an excellent opportunity for those passionate about making a significant impact on students' lives and building a rewarding career in school-based social work. Qualifications:A Master's degree in Social Work, Mental Health Counseling, or a related fieldCurrent license in CA (LPCC, LCSW, LMFT)School-based experience preferredBilingual (Spanish) preferred Why You'll Love It Here:Supportive Clinical Leadership - You'll never feel like you're in this aloneOngoing Professional Growth - Because learning should never stopExclusive Resources - Think of it as your VIP toolkit for successCompetitive Salary + Benefits - Perks you'll loveFlexible Pay Options - Because budgeting shouldn't be stressfulProfessional Development & Continuing Ed - Keep growing your skillsAn Inspiring & Collaborative Team - Work with people who get youWhat You'll Do:Support students' emotional & social well-beingCollaborate with educators, parents & administrators to support student successCreate meaningful programs tailored to diverse student needsBe a champion for inclusion, positivity & student successThis position is an excellent opportunity for those passionate about making a significant impact on students' lives and building a rewarding career in school-based social work.
School-Based Mental Health Associate The Stepping Stones Group LLCSchool-Based Mental Health AssociateLaguna Hills, CA$33–$37 / hourProspect Mundelein Naperville New Lenox North Aurora North Chicago Northbrook Oak Brook Oak Forest Oak Lawn Oak Park Oaklawn O'Fallon Orland Park Oswego Palatine Pana Plainfield Plano Posen Prospect Heights Richton Park Rockford Romeoville Roselle Round Lake Roxana Saint Anne Saint Charles Sangamon Schaumburg Schiller Park Shabbona Shorewood Skokie Smithton South Holland Southwestern area St. ABA ServicesBehavioral/Autism SupportCorporate ServicesMental Health ServicesNursing/Support ServicesOther Teaching ServicesSchool Psychology ServicesSchools, Clinic & Community ServicesSpecial Education TeachingSpecial Education Teaching ServicesSupervision JobsTherapy Services.
Associate Clinical Supervisor - BCBA Candidate The Stepping Stones Group LLCAssociate Clinical Supervisor - BCBA CandidateCulver City, CA$26–$33 / hourHybrid Flexibility - Enjoy a balance of in-person clinical sessions, team collaboration, and remote administrative tasks Leadership Track - This role evolves into a mentor/trainer position as you gain experience, supporting new clinicians in future markets Strategic Autonomy - Help shape clinical best practices and quality of care in your assigned area, with support from experienced clinical leaders Creative Freedom - Explore new ideas for training, peer collaboration, and clinical programming Community-Focused Mission - Work for a company rooted in compassion, clinical integrity, and community-based care Engaged Culture - Join a team that celebrates wins, supports one another, and has fun while making a difference Shared Clinical Resources - Access a robust library of materials, including assessment tools, training resources, and parent education curricula to enhance your work and professional development Individualized Experience - The ratio of direct service hours to supervision hours may vary depending on client and program needs. Prospect Mundelein Naperville New Lenox North Aurora North Chicago Northbrook Oak Brook Oak Forest Oak Lawn Oak Park Oaklawn O'Fallon Orland Park Oswego Palatine Pana Plainfield Plano Posen Prospect Heights Richton Park Rockford Romeoville Roselle Round Lake Roxana Saint Anne Saint Charles Sangamon Schaumburg Schiller Park Shabbona Shorewood Skokie Smithton South Holland Southwestern area St.
AVP, Regional Administrative Manager LPL Financial Holdings IncAVP, Regional Administrative ManagerCAp>Core Competencies: • Self-starter with a strong branch operations background and proven ability to lead work efforts across multiple internal organizations • Strong customer focus, excellent verbal and written communication skills, and extremely organized • Strong analytical, strategic planning skills and relationship management skills • Proven ability to independently and efficiently manage multiple projects concurrently in a fast-paced environment. The Branch Administrative Manager will provide support to employee affiliation offices and teams, including but not limited to, direct management of Client Service Associates and office support staff, coordinate Financial Advisor support efforts delivered through our Client Service Associates, Service and Operations Teams, and collaborate with various business partners to support the ongoing expansion of our national employee affiliation footprint.
Admin Manager, Centralized LPL Financial Holdings IncAdmin Manager, CentralizedCA$75,190–$125,248 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
NewGlobal Wealth Management UBS Group AGGlobal Wealth ManagementCAWe help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. The indicative gross base salary range as a full-time equivalent role: United States - California - San Diego min USD 55000 - max USD 75000 /annum.
Registered Behavior Technician (RBT) The Stepping Stones Group LLCRegistered Behavior Technician (RBT)Montebello, CAProspect Mundelein Naperville New Lenox North Aurora North Chicago Northbrook Oak Brook Oak Forest Oak Lawn Oak Park Oaklawn O'Fallon Orland Park Oswego Palatine Pana Plainfield Plano Posen Prospect Heights Richton Park Rockford Romeoville Roselle Round Lake Roxana Saint Anne Saint Charles Sangamon Schaumburg Schiller Park Shabbona Shorewood Skokie Smithton South Holland Southwestern area St. Utilize assistive technology, electronic Individualized Education Plan (IEP) and data collection systems Implement discrete trial instruction Implement behavior treatment programs as designed by the supervising Behavior Analyst Maintain appropriate records and collect data and complete of treatment notes as required Effectively communicate with teachers, administrators, and parents Ensure all services are performed in accordance with state laws and regulations Perform other RBT duties/responsibilities required by the Program and within the scope of licensure and/or certification What to expect from your Invo experience?
Wealth Management Analyst Morgan StanleyWealth Management AnalystEl Segundo, CA$68,000–$120,000 / yearProviding backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Consulting Group Analyst Morgan StanleyConsulting Group AnalystLaguna Niguel, Californiap>• Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning clients' accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Advanced Behavior Technician The Stepping Stones Group LLCAdvanced Behavior TechnicianLawndale, CA____ The CAS Experience What working as a Home & Community Behavior Technician looks like Schedule & Flexibility Full-time, weekday schedule Services delivered across home, school, and community settings Caseload built within a defined local region Consistent schedules once cases are assigned No weekends required Training, Support & Growth Paid onboarding and hands-on training Ongoing supervision from experienced BCBAs Paid RBT certification (training, exam, and supervision included) Tuition reimbursement and professional development opportunities Clear pathways for growth and advancement Regular coaching and feedback to build clinical skills Recognition & Team Culture Performance-based pay increases every 6 months Annual bonuses for eligible BTs and RBTs Team appreciation events and local celebrations A culture rooted in teamwork, respect, and encouragement ____ Role Overview As a Home & Community Behavior Technician, you'll deliver 1:1 ABA therapy to children in natural settings, including homes, schools, and community environments. Prospect Mundelein Naperville New Lenox North Aurora North Chicago Northbrook Oak Brook Oak Forest Oak Lawn Oak Park Oaklawn O'Fallon Orland Park Oswego Palatine Pana Plainfield Plano Posen Prospect Heights Richton Park Rockford Romeoville Roselle Round Lake Roxana Saint Anne Saint Charles Sangamon Schaumburg Schiller Park Shabbona Shorewood Skokie Smithton South Holland Southwestern area St.
Shift Lead Banfield Pet HospitalShift LeadWhittier, CA$20.35–$26 / hourThis includes encouraging hospital visits, welcoming clients and pets, ensuring that they are comfortable in the hospital, educating them about their pets health, performing or preparing procedures that do not require veterinarian or veterinary technician assistance, completing preparatory work for other procedures, and monitoring hospitalized or surgical pets as allowed in the state practice acts. Leadership Responsibilities (approximately 20% of time): • Assist Practice Manager in developing an efficient, productive hospital team that provides the highest quality care and service to the most pets and clients, following all Banfield protocols and practices, as well as all local, state and federal laws, focusing the team to achieve practice priorities while building our culture and brand.
Board Certified Behavior Analyst (BCBA) The Stepping Stones Group LLCBoard Certified Behavior Analyst (BCBA)Inglewood, CA$85,000–$105,000 / yearWho You Are Master's degree in Applied Behavior Analysis, Psychology, Special Education, or a related field Current BCBA certification in good standing (required)Minimum 2 years of ABA experience with children on the autism spectrum or with developmental disabilities Skilled in conducting FBAs, writing BIPs, and supervising clinical staff Strong interpersonal skills and ability to build rapport with families and team members Able to program and provide feedback surrounding challenging behaviors using positive and proactive strategies Reliable, organized, and committed to ethical, high-quality care Experience with Central Reach preferredSchedule & Work Environment Full-TimeHome and school-based caseload in the Pasadena RegionTravel within your assigned service area Compensation & Benefits Competitive Salary: $85,000-$95,000,based on experience Paid time off, sick time, and holidays Medical, Dental and Vision InsuranceRetirement PlanLife InsurancePaid CEUsEmployee Assistance ProgramReferral BonusesFlexible schedule options Fun team events, mentorship, and a mission-driven culture Why Join Community Autism Services? Mentorship from experienced clinical leaders Opportunities to supervise and mentor Associate Clinical Supervisors or clinicians accruing BCBA hours (in applicable regions) Clear pathways into: Senior BCBA roles Hybrid or Center-Based positions Clinical Leadership tracks Ongoing professional development and networking opportunities ____ Role Overview As a Home & Community-Based BCBA at CAS, you'll provide behavioral assessment, treatment planning, and clinical supervision in natural environments.
Financial Advisor, CFP Professional Full Bloom WealthFinancial Advisor, CFP ProfessionalIrvine, CaliforniaRemote$85,000–$100,000 / yeardiv>Serve as the trusted lead advisor for up to approximately 120 HNW client households — delivering clear, prioritized financial guidance, leading all client-facing engagements, and ensuring every client feels informed, supported, and confident in their financial direction. Operating within a structured pod model alongside a Client Service Associate, this individual will focus exclusively on advice, communication, and decision-marking - delivering a consistent, high-quality planning experience within a defined system and cadence.
ABA Behavior Technician The Stepping Stones Group LLCABA Behavior TechnicianTorrance, CA$21–$26 / hourstrong>____ The CAS Experience What working part-time in home & community services looks like Flexibility with Growth Built In Part-time schedule with weekday availability Caseload built within a defined local region Sessions may take place in homes, schools, or community settings Opportunity to expand into a full-time schedule as additional cases become available No weekends required Training, Support & Growth Paid onboarding and hands-on training Ongoing supervision from experienced BCBAs Paid RBT certification (training, exam, and supervision included) Tuition reimbursement and professional development opportunities Regular coaching and feedback to build skills and confidence Support transitioning from part-time to full-time when ready Team Culture & Recognition Be part of a collaborative, supportive team Recognition for reliability, flexibility, and growth Inclusion in team events, trainings, and celebrations ____ Role Overview As a Part-Time Home & Community Behavior Technician, you'll deliver 1:1 ABA therapy to children in natural settings, including homes, schools, and community environments. ____ Why Behavior Technicians Choose CAS A supportive team that helps you build confidence before expanding your caseload Keep reading to see how CAS supports you from your first session forward.
Credit Solutions Advisor - San Juan Capistrano Bank of America CorpCredit Solutions Advisor - San Juan CapistranoSan Juan Capistrano, 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 - 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.
CF Speech Language Pathologist The Stepping Stones Group LLCCF Speech Language PathologistCAYoull be working in a school-based setting, helping students overcome communication challenges, develop new skills, and build confidence - all while having a blast along the way! Learning and Growing: As a Clinical Fellow, youll receive plenty of guidance and mentorship to help you build your skills.