Senior Product Manager, Credit Plaid IncSenior Product Manager, CreditSan Francisco, CAWe work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Within Credit, the Insights team develops data-driven products including LendScore, Income Insights, CashFlow Insights, and Network Insights.
Group Finance Manager, GBSG Services (Capital, Bill Pay and Credit Card Product) Intuit IncGroup Finance Manager, GBSG Services (Capital, Bill Pay and Credit Card Product)Mountain View, CA$200,000–$270,500 / yearIntuit's Global Business Solutions Group (GBSG) has disrupted itself and evolved multiple times, from desktop-based accounting software to an industry-leading AI-driven online platform addressing all customer needs (e.g., getting customers, getting paid, managing workers, staying compliant) to improve their revenue and profitability. Trusted Advisor: Be a trusted advisor to GBSG Finance leadership and business stakeholders to develop and refine our 1- and 3-year strategic plans, proactively highlighting risk and opportunities related to business growth and driving optimal decision making through data-driven insights and business model expertise.
Manager, Credit Risk Operations AirwallexManager, Credit Risk OperationsSan Francisco, CaliforniaPowered by our unique combination of proprietary infrastructure and software, we empower over 250,000 businesses worldwide – including Brex, Rippling, Navan, Qantas, SHEIN and many more – with fully integrated solutions to manage everything from business accounts, payments, spend management and treasury, to embedded finance at a global scale. Rowe Price, Visa, Mastercard, Robinhood Ventures, Sequoia, Salesforce Ventures, DST Global, and Lone Pine Capital, Airwallex is leading the charge in building the global payments and financial platform of the future.
Product Manager (Credit Card) Prosper Marketplace, Inc.Product Manager (Credit Card)San Francisco, CA$149,000–$188,000 / yearThe Product Manager is responsible for the strategy, product planning and execution throughout the product lifecycle, including: defining the product vision, gathering and prioritizing product requirements, and working closely with engineering, design, marketing, and operations to ensure revenue and customer satisfaction goals are met. Work with a distributed team of designers, researchers, engineers, testers and subject matter experts to scope, design, test and build new products and product features.
Product Manager (Credit Card) ProsperProduct Manager (Credit Card)San Francisco, CAYour role in our mission The Product Manager is responsible for the strategy, product planning and execution throughout the product lifecycle, including: defining the product vision, gathering and prioritizing product requirements, and working closely with engineering, design, marketing, and operations to ensure revenue and customer satisfaction goals are met. Work with a distributed team of designers, researchers, engineers, testers and subject matter experts to scope, design, test and build new products and product features.
Senior Product Manager - SaaS, Fintech, Credit Fraud, Risk Career Staffing TalentSenior Product Manager - SaaS, Fintech, Credit Fraud, RiskSan Francisco, CaliforniaCareer Staffing Talent (CST) has partnered with a product-first, enterprise SaaS company building mission-critical data and risk solutions used by sophisticated, high-volume enterprise clients. ️ High analytical rigor — structured thinking, hypothesis-driven decision making, and comfort working through ambiguous product cases end-to-end.
Credit Policy Manager US BankCredit Policy ManagerSan Francisco, CA$149,515–$175,900 / yearIn 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. This individual partners across the Executive Credit Officers and business line senior management to provide a strong credit risk framework and ensure consistency across business lines and compliance with regulatory guidance.
Credit Risk Manager Upstart Holdings IncCredit Risk ManagerCARemote$145,300–$231,300 / yearYou will build the frameworks, dashboards, and processes that enable leadership, committees, and the board to understand portfolio performance, identify emerging risks both internal and external, and make informed decisions while supporting continued innovation of AI-driven underwriting. And whether you choose to work primarily from home or collaborate in-person from one of our offices in Columbus, Austin, the Bay Area, or New York City (opening Summer 2026), you'll have the support to work in the way that works best for you.
Senior Engineering Manager, Credit And Lending AltruistSenior Engineering Manager, Credit And LendingSan Francisco, CA$203,000–$275,000 / yearTechnical aptitude- You're technologically savvy and can easily get up to speed on modern tech stacks (we use Java, Spring Boot, Microservices, AWS, Postgres, Kafka, Kubernetes). At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways.
Manager, New Markets Tax Credits LOW INCOME INVESTMENT FUND, THEManager, New Markets Tax CreditsCANon-performing Loans -The Manager, NMTC will work under the direction of the Chief Credit Officer, Deputy Director of NMTC and Director of Asset Management and in collaboration with the Special Assets Manager in managing special attention or non-performing loans in their portfolio that include LIIF debt including but not limited to: conducting site inspections, appraisal reviews, borrower and project financial analyses; participating in developing loan restructuring strategies and alternatives; monitoring compliance with loan restructure agreements, and preparing monitoring reports and action plans. SKILLS REQUIRED: The ideal candidate for this position will have these key qualifications: 2 or more years of experience in real estate-based lending and/or business lending, including borrower interaction/relationship building, credit analysis, due diligence, and loan documentation; Proficiency in analyzing financial statements of for-profit and nonprofit organizations and their real estate operations (in particular, multi-tenant commercial and community facilities occupied by a single tenant).
Credit Risk Oversight Manager (2Lod) SofiCredit Risk Oversight Manager (2Lod)San Francisco, CA$115,200–$216,000 / yearStrong analytical and problem-solving skills to evaluate workflows and procedures; identify and resolve problems in a timely manner; develop alternative solutions; work well in group problem-solving situations; use reason even when dealing with emotional topics; support SoFi's overarching strategic goals relative to loss prevention. Demonstrated ability to think critically to identify and solve problems through structured analytical reasoning; Excellent verbal, written and presentation / story-telling skills to bring analysis findings to the forefront and influence change.
FP&A Manager, GTM Finance - Credit Products Marqeta IncFP&A Manager, GTM Finance - Credit ProductsCA$128,000–$160,000 / yearAs Marqeta's FP&A Manager, GTM Finance - Credit Products, you will focus on Marqeta''s credit business by partnering with Sales, Legal, Product, Credit Risk, and Capital Markets to model pricing, evaluate profitability, and structure deals that win business while protecting unit economics. Serve as the financial partner to Sales on live credit deals - modeling the full economic stack: interchange, finance charges, fees, rewards costs, cost of funds, expected losses, network fees, and sponsor bank revenue share.
Credit Risk Senior Manager Marqeta IncCredit Risk Senior ManagerCA$180,600–$225,800 / yearEmbedded within finance, this role will support Marqeta's evolving managed credit card programs by shaping credit risk strategy across acquisition and account management, pricing, performance and portfolio monitoring, in partnership with cross functional execution teams across product, engineering, sales, operations and other functional areas. Do What''s Right: Knowing businesses and livelihoods depend on us, we pursue solutions that disrupt responsibly and deliver high-quality results that our customers count on.
Senior Engineering Manager, Credit and Lending Altruist CorpSenior Engineering Manager, Credit and LendingSan Francisco, CACollaborate with product management and design teams to understand business needs, growth objectives, and market dynamics • Create a culture of innovation and technical excellence, encouraging experimentation and exploring new opportunities for company growth • Drive continuous improvement in engineering processes, automation, tools, and methodologies to enhance operational efficiency and quality • Provide strong leadership to the engineering team, enabling a culture of collaboration, innovation, and continuous improvement • Set clear goals, expectations, and performance metrics for the engineering teams, holding individuals accountable for their deliverables. Experience • 3+ years of experience working as Software Engineering Manager within a high performing Engineering organization • 8+ years of experience in software development and delivery owning a highly visible and large technical scope and an in-depth knowledge of software architectures • Experience in building and managing large scale software applications in a fast-paced, high-growth environment.
Credit Policy Manager U.S. BancorpCredit Policy ManagerSan Francisco, CA$149,515–$175,900 / yearIn 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. This individual partners across the Executive Credit Officers and business line senior management to provide a strong credit risk framework and ensure consistency across business lines and compliance with regulatory guidance.
HUD / Tax Credit - Resident Manager II (Shelter Hill - 1460) EAH HousingHUD / Tax Credit - Resident Manager II (Shelter Hill - 1460)Mill Valley, CA$70,304–$104,000 / yearEAH develops low-income multifamily housing, manages more than 222 properties throughout in California and Hawai'i, and plays a leadership role in local, regional, and national housing advocacy efforts. If onsite housing is a requirement of the position, any household members over 18 years of age who will be living onsite with the candidate must also undergo a criminal background check and tenant screening.
Credit Risk Manager Valley National BancorpCredit Risk ManagerCAMaintains oversight via internal reporting and dashboards of all ongoing portfolio monitoring requirements and client deliverables as well as compliance with all terms of the loan agreement including (i) financial reporting, (ii) covenant compliance, (iii) collateral monitoring, (iv) required third party reports, (v) annual reviews, and (vi) maturing loans and lines of credit. Identifies, outlines, and mitigates risks associated with potential lending opportunities, advises on all matters related to the Bank''s Credit Policy and related procedures, and provides guidance on loan structures and risk appetite.
Credit Strategy Manager Imprint Payments IncCredit Strategy ManagerSan Francisco, CAYou will partner directly with Credit Strategy, Product, Engineering, and Marketing to build targeting models for new channels, evaluate channel-level credit performance, and connect acquisition volume to downstream economics-approval rates, vintage loss forecasts, LTV, CAC, and contribution profit. As a Data Scientist, Risk, you will own the modeling powering Imprint's top-of-funnel credit decisioning-from application intake through approval-across every acquisition channel: direct affiliates (Credit Karma, NerdWallet), invitation-to-apply emails, direct mail, paid social, instant prescreens, and on-site applications.
Senior Credit & Collections Analyst FIGMASenior Credit & Collections AnalystSan Francisco, CA$50.50–$73.60 / hourJob level and actual compensation will be decided based on factors including, but not limited to, individual qualifications objectively assessed during the interview process (including skills and prior relevant experience, potential impact, and scope of role), market demands, and specific work location. Figma offers equity to employees, as well as a competitive package of additional benefits, including health, dental, and vision coverage; retirement benefits with company contributions; parental leave and reproductive or family planning support; mental health and wellness benefits; and paid time off.
Credit Controller Canadian SolarCredit ControllerWalnut Creek, CaliforniaThis role partners with Operations Finance, Accounting, Legal, and Executive Leadership to evaluate customer and counterparty credit risk, strengthen internal controls, and improve cash flow across the Company's solar, and battery energy storage (BESS) portfolio. Monitor accounts receivable performance, customer aging, bad debt exposure, Days Sales Outstanding (DSO), and collection trends, proactively identifying risks and implementing strategies to improve cash flow and reduce financial exposure.
Credit Controller CSI Solar Co Ltd.Credit ControllerWalnut Creek, CA$160,000–$200,000 / yearThis role partners with Operations Finance, Accounting, Legal, and Executive Leadership to evaluate customer and counterparty credit risk, strengthen internal controls, and improve cash flow across the Company''s solar, and battery energy storage (BESS) portfolio. Monitor accounts receivable performance, customer aging, bad debt exposure, Days Sales Outstanding (DSO), and collection trends, proactively identifying risks and implementing strategies to improve cash flow and reduce financial exposure.
SAP FSCM (Credit/Collections/Disputes) Consultant - Industrial Accenture PlcSAP FSCM (Credit/Collections/Disputes) Consultant - IndustrialWalnut Creek, CAThe Work: Team with clients on their SAP functional transformation programs through your combined SAP application and functional process expertise which includes your ability to: Engage with senior client Finance executives on the business challenges/trends and the potential value of SAP solutions (current & future). Then join Accenture and build a rewarding career improving the way the world works and lives, as you help clients innovate with leading-edge SAP and Accenture Finance solutions and technologies on some of the most innovative projects in the world.
Underwriter IV - Business Credit/Technology Finance The PNC Financial Services Group IncUnderwriter IV - Business Credit/Technology FinanceSan Francisco, CA$91,000–$202,800 / yearPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Underwriter IV - Business Credit/Technology Finance PNC BankUnderwriter IV - Business Credit/Technology FinanceSan Francisco, CaliforniaPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Credit Strategy - Senior Data Scientist SoFi Technologies IncCredit Strategy - Senior Data ScientistSan Francisco, CASoFi's Credit team manages credit risk activities for our lending products (Student Loan Refinance, Private Student Loan, Personal Loan, Credit Card, and Mortgage) - including credit strategies/policies for new account origination and portfolio management, collections/recovery strategies and operations, and risk and operational data science and analytics. The ideal candidate will possess a data-driven analytics background and the strategic acumen to direct a function that draws strategic insights from data using database and statistical analysis tools to inform decisions and support SoFi's overarching strategic goals relative to loss prevention and profit optimization.
Credit Underwriter I, II or Senior Bank of AmericaCredit Underwriter I, II or SeniorSan Francisco, CaliforniaAs an Underwriter on the Global Commercial Banking credit team, you will be responsible for underwriting loans and related credit exposure for a portfolio of middle market companies across a broad range of industries with annual revenues ranging from $50 million to $2 billion in the San Francisco / Greater Bay Area market. Working in close partnership with Relationship Management, Debt Capital Markets, Investment Banking and other product teams, you will analyze lending opportunities and perform ongoing portfolio monitoring.
Assistant General Counsel, Credit Cards RobinhoodAssistant General Counsel, Credit CardsMenlo Park, CA$217,000–$255,000 / yearDeep understanding of consumer banking products, including deposit accounts and applicable federal consumer financial protection laws such as the Expedited Funds Availability Act, the Truth in Savings Act, and the Electronic Fund Transfer Act. Provide end-to-end counseling on a range of retail products, including those that touch upon payments, credit cards, and banking-related products and services, working with colleagues and cross-functional stakeholders across the company.
Senior Credit & Collections OpenAISenior Credit & CollectionsSan Francisco, CaliforniaFor unincorporated Los Angeles County workers: we reasonably believe that criminal history may have a direct, adverse and negative relationship with the following job duties, potentially resulting in the withdrawal of a conditional offer of employment: protect computer hardware entrusted to you from theft, loss or damage; return all computer hardware in your possession (including the data contained therein) upon termination of employment or end of assignment; and maintain the confidentiality of proprietary, confidential, and non-public information. In this role, you will manage complex customer accounts, guide priority AR workstreams, support credit reviews, and partner cross-functionally with Sales, Customer Success, Billing Operations, Deal Desk, Legal, Accounting, Cash Application, Finance Systems, and external partners.
Senior Credit & Collections OpenAI LLCSenior Credit & CollectionsSan Francisco, CAFor unincorporated Los Angeles County workers: we reasonably believe that criminal history may have a direct, adverse and negative relationship with the following job duties, potentially resulting in the withdrawal of a conditional offer of employment: protect computer hardware entrusted to you from theft, loss or damage; return all computer hardware in your possession (including the data contained therein) upon termination of employment or end of assignment; and maintain the confidentiality of proprietary, confidential, and non-public information. In this role, you will manage complex customer accounts, guide priority AR workstreams, support credit reviews, and partner cross-functionally with Sales, Customer Success, Billing Operations, Deal Desk, Legal, Accounting, Cash Application, Finance Systems, and external partners.
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.
Assistant General Counsel, Credit Cards Robinhood Markets IncAssistant General Counsel, Credit CardsCA$217,000–$255,000 / yearDeep understanding of consumer banking products, including deposit accounts and applicable federal consumer financial protection laws such as the Expedited Funds Availability Act, the Truth in Savings Act, and the Electronic Fund Transfer Act. Provide end-to-end counseling on a range of retail products, including those that touch upon payments, credit cards, and banking-related products and services, working with colleagues and cross-functional stakeholders across the company.
Senior Credit & Collections Analyst Figma IncSenior Credit & Collections AnalystCA$50.50–$73.60 / hourFigma offers equity to employees, as well a competitive package of additional benefits, including health, dental & vision, retirement with company contribution, parental leave & reproductive or family planning support, mental health & wellness benefits, generous PTO, company recharge days, a learning & development stipend, a work from home stipend, and cell phone reimbursement. Job level and actual compensation will be decided based on factors including, but not limited to, individual qualifications objectively assessed during the interview process (including skills and prior relevant experience, potential impact, and scope of role), market demands, and specific work location.
Commercial Credit Analyst Fifth Third BancorpCommercial Credit AnalystSan Jose, CA$54,400–$111,500 / yearPrepare succinct credit approval memos with minimal errors, including company and industry descriptions, key credit risks, historical analysis, base and downside case projection assumptions/rationale and terms and conditions. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Credit Officer LOW INCOME INVESTMENT FUND, THECredit OfficerCAThe Credit Officer will: Work with Originations and Asset Management staff to provide guidance in support of structuring and underwriting transactions to successfully achieve the stated goal/impact within acceptable risk parameters; Work with the Chief Credit Officer, Chief Lending Officer, and other relevant stakeholders to assess and update guidelines and procedures that Originations staff will follow in order to present previews and loan approval requests to Credit, and secure initial and final credit approval for the transactions from the Chief Credit Officer and/or Internal Loan Committee and Lending Risk Committee; As needed, work with the nCino Team to update guidelines for Originations and Asset Management staff to adhere to when submitting new loan and modification approval requests through nCino; Ensure that all requests submitted for approval are managed pursuant to LIIF's Loan and Asset Concentration Policy and delegations. The Credit Officer is responsible for working with the Chief Credit Officer to support the approval of credit functions as outlined in the Loan and Asset Concentration Policy and delegations; all functions supporting the execution of credit including oversight of the Special Attention Loan portfolio, annual updates to the loan loss reserve qualitative analysis, the risk rating model, and the Lending Manual; developing the framework, processes, and performance expectations of the Asset Management team; overseeing and managing the Deputy Director of Asset Management; and working with internal stakeholders on initiatives involving the Credit team.
NewCredit Strategy Data Scientist 5 Star RecruitmentCredit Strategy Data ScientistSan Jose, CaliforniaWork closely with team members and stakeholders to consult, design, develop, and manage credit trends and losses that not only solve emerging loss trends but also provide a great experience to end customers. Collaborate with cross-functional stakeholders including product managers and engineering teams to deploy data-driven credit solutions that operate at scale and in real time for end customers.
Staff Data Scientist, ML (Credit Risk) RobinhoodStaff Data Scientist, ML (Credit Risk)Menlo Park, CA$217,000–$255,000 / yearBase pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The Credit Card business team's mission is to shape Robinhood's vision in the credit and banking space by delivering smart, customer-focused financial solutions.
NewCredit Control Coordinator Ropes & Gray LLPCredit Control CoordinatorSan Francisco, CA$69,500–$100,800 / yearThe firm has approximately 2,500 lawyers and professionals serving clients in major centers of business, finance, technology, and government in Boston, Chicago, Dublin, Hong Kong, London, Los Angeles, Milan, New York, Paris, San Francisco, Seoul, Shanghai, Silicon Valley, Singapore, Tokyo and Washington, D.C.The firm has consistently been recognized for its leading practices in many areas, including asset management, private equity, M&A, finance, real estate, tax, antitrust, life sciences, health care, intellectual property, litigation & enforcement, privacy & cybersecurity, and business restructuring. Facilitates accuracy in cash targets/forecast by communicating with Billing, Billing Lawyers and financial managers about issues that will impact collection of inventory prior end of collection target month, especially before to December 31st.
Credit Administrator MRINetwork JobsCredit AdministratorSan Jose, CaliforniaCredit Administrator reports directly to the Chief Credit Officer and is responsible for all assigned credit analysis and administration functions related to the Credit Union's programs where any aspect of commercial credit risk exists. Provide backup support to the Chief Credit Officer in the analysis of the adequacy of the Allowance for Loan and Lease Losses, and the preparation of the loan loss reserve analysis reports for the Board of Directors.
Staff Data Scientist, ML Credit Risk Robinhood Markets IncStaff Data Scientist, ML Credit RiskCA$217,000–$255,000 / yearBase pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The Credit Card business team''s mission is to shape Robinhood's vision in the credit and banking space by delivering smart, customer-focused financial solutions.
NewCredit Strategy Data Scientist Global Placement FirmCredit Strategy Data ScientistSan Jose, CaliforniaRemoteYou will work on end-to-end development of data-driven credit solutionspartnering closely with cross-functional stakeholders to design, execute, and refine credit strategies that support responsible growth and customer success. This is an exciting opportunity for a data-savvy professional with fintech or payments industry experience to help drive business-critical decisions through advanced analytics, predictive modeling, and risk mitigation strategies.
PGIM: 2027 Private Credit, Summer Investment Analyst Program PGIM Global High Yield FundPGIM: 2027 Private Credit, Summer Investment Analyst ProgramSan Francisco, CA$35–$40 / hourOur Private Credit Summer Analyst Program hosts interns across various teams including: Corporate Finance, Real Assets, Alternatives, Workouts/Restructuring, and Loan Sourcing/Syndication. PGIM's Private Credit business provides long-term, patient capital to middle-market companies engaged in buyout transactions, refinancings, recapitalizations, growth investments and more.
Senior Staff Credit Risk Analyst Intuit IncSenior Staff Credit Risk AnalystMountain View, CADemonstrates highly effective cross-functional leadership and experience working in a large matrixed organization, aligning cross-functional stakeholders, gathering business requirements, and launching product features in a fast paced environment, with a focus on consumer lending. Partner with teams across Intuit (including product development, marketing, data engineering, compliance, risk, data scientists etc.) to enable decision support and key customer insights in the consumer banking risk and analytics spaces.
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 - 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 - 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 - 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 - 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 - Blackhawk Bank of AmericaCredit Solutions Advisor - BlackhawkDanville, CaliforniaMinimum 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. Presents 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 messaging.
Credit Solutions Advisor - Danville - Spanish Preferred Bank of AmericaCredit Solutions Advisor - Danville - Spanish PreferredDanville, CaliforniaMinimum 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. Presents 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 messaging.
Credit Solutions Advisor - Almaden Valley Bank of AmericaCredit Solutions Advisor - Almaden ValleySan Jose, CaliforniaMinimum 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. Presents 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 messaging.