27 professional services jobs found

Redwood Credit Union Redwood Credit Union is looking for an Insurance Representative, who will provide inside insurance sales support and service to RCU Members and RCUIS insureds interacting by phone, email or through virtual methods. The ideal individual is eager to build relationships by following-up on warm insurance sales leads and providing day-to-day servicing of clients or potential clients. Responsibilities to include addressing various coverage issues, handling inside service and sales work associated with existing polices, all endorsement activity, routine coverage questions, problem solving, renewals, and the binding of policies. Key Responsibilities Service: * Provide exceptional customer service to all internal and external customers. * Follow up with Members referred to the insurance agency by branch, Member Service Center, or other departments to assist with insurance needs. * Quote and bind new policies from leads or from existing insurance book. *...

Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary This position is an experienced SVP, Strategic Finance to lead financial planning, enterprise analytics, and finance transformation for a rapidly evolving mortgage banking platform backed by private equity ownership. This leader will serve as a key strategic partner to the CFO and executive leadership team, responsible for building a modern FP&A function that delivers forward-looking insights, scalable financial infrastructure, and improved decision support across the organization. This role will be instrumental in improving financial visibility across the company, strengthening forecasting...

Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary This position is an experienced SVP, Strategic Finance to lead financial planning, enterprise analytics, and finance transformation for a rapidly evolving mortgage banking platform backed by private equity ownership. This leader will serve as a key strategic partner to the CFO and executive leadership team, responsible for building a modern FP&A function that delivers forward-looking insights, scalable financial infrastructure, and improved decision support across the organization. This role will be instrumental in improving financial visibility across the company, strengthening forecasting...

Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary This position is an experienced SVP, Strategic Finance to lead financial planning, enterprise analytics, and finance transformation for a rapidly evolving mortgage banking platform backed by private equity ownership. This leader will serve as a key strategic partner to the CFO and executive leadership team, responsible for building a modern FP&A function that delivers forward-looking insights, scalable financial infrastructure, and improved decision support across the organization. This role will be instrumental in improving financial visibility across the company, strengthening forecasting...

Redwood Credit Union Redwood Credit Union is looking for an Electronic Services Specialist II, who will provide technical expertise in administration of payment and item processing for Redwood Credit Union. Under limited supervision, perform a wide variety of semi-routine accounting, regulatory compliance, clerical, product quality control and technical duties of moderate complexity. This intermediate level position is responsible for fraud prevention, recovery, and daily operations for area of responsibility. Key Responsibilities Member Service: * Provide superior service that meets RCU Service Standards and Values to Members and team members of Redwood Credit Union. * Responsible for one or two critical areas of payment processing. * Manage and implement regulatory compliance for area of responsibility. * Review, process exceptions in compliance with regulations, balance reports and create return files to the Federal Reserve Bank; work directly with FRB to resolve...

Redwood Credit Union Redwood Credit Union is seeking a Full Time Senior Member Relationship Specialist, who will be responsible for performing operational duties, provides excellent Member service, and contributes to the success of the branch by selling and referring Credit Union products. As the face of the organization, you serve a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers. Key Responsibilities Sales & Service: o Provide excellent service to all Members, volunteers, internal employees, and service providers. o Cross-sell RCU and RCUSG products and services. o Open accounts and match Member needs to RCU and RCUSG products and services. o Research Member problems and respond verbally and/or in writing or direct them to the appropriate person, or department. o Determine the appropriate loan product(s) to meet the Member(s) needs. o Obtain information from Member...

Redwood Credit Union Redwood Credit Union is looking for a Business Services Intern in their Junior or Senior year. The student filling this position will handle a wide range of important duties related to supporting our Members and the Business Services team. Internship Details This position is for a full-time, seasonal internship – 40 hours per week. This internship will begin on, June 8, 2026, and end on August 14, 2026 (end date can be modified based on fall college schedule). Ability to provide a recent transcript will be required during the interview process. This position is not eligible for benefits other than what’s required by law. Preferred Majors Business Administration/Management Finance Communications Requirements Strong service orientation. Basic knowledge of MS Excel, Word and Outlook. Customer service experience. Basic math skills. Interest in learning how businesses operate. Ability to communicate...

Redwood Credit Union Redwood Credit Union is looking for a Financial Assistance Representative I who will be responsible for performing a wide variety of semi-routine duties of moderate complexity requiring the exercise of discretion, initiative, judgment, independent analysis, and detailed knowledge of departmental procedures. Key Responsibilities Member Contact: o Contact members with delinquent loans, negative shares, and Visa accounts to arrange payments, assess account status, and restore services. o Handle inbound and outbound calls while adhering to compliance and member information security protocols. o Deliver exceptional service to members and internal departments, making sound decisions and escalating issues when necessary. o Perform skip-tracing and support delinquent members by processing payments, extensions, and workout loans. o Recommend accounts for repossession and assist Collateral Recovery Officers with documentation and follow-up. o Support...

Sharp HealthCare Hours : Shift Start Time: Variable Shift End Time: Variable AWS Hours Requirement: 8/40 - 8 Hour Shift Additional Shift Information: 6 AM - 8 AM Start Weekend Requirements: No Weekends On-Call Required: No Hourly Pay Range (Minimum - Midpoint - Maximum): $49.700 - $64.130 - $71.820 The stated pay scale reflects the range that Sharp reasonably expects to pay for this position. The actual pay rate and pay grade for this position will be dependent on a variety of factors, including an applicant's years of experience, unique skills and abilities, education, alignment with similar internal candidates, marketplace factors, other requirements for the position, and employer business practices. What You Will Do The Sr Financial Analyst-Retail is responsible for leading and optimizing the financial performance of Sharp Rees-Stealy's retail businesses, programs, and centers; to include, but is not limited to:...

Redwood Credit Union Redwood Credit Union is looking for a Part Time (24 to 25 hours per week) Member Service Center Representative, who will perform routine and specialized telephone requests and back-office work associated with the Member Service Center in processing Member transactions. Key Responsibilities Service: o Answer the telephone within established performance and service guidelines. o Complete phone transactions accurately and efficiently. o Disseminate and provide education of lending, CUSO and membership information to callers. o Ensure problem ownership in an effort to protect the Member experience by researching Member problems, complaints and questions. Responding with thorough, and accurate information through oral and/ or written communication, or by directing them to the appropriate department or person for assistance o Provide basic level technical support of our online and Mobile banking platforms o Deliver excellent Member service by...

Yamaha Motor Corporation, USA Yamaha has an excellent opportunity for an Accounting Manager I to join our Finance team in Cypress, CA . The Accounting Manager I will support the Assistant Controller with a wide variety of functions which include operational and data analysis, transactional processing, annual audit support and the continued implementation of financial and compliance controls. They will serve as a key resource for the organization and provide daily financial oversight to ensure that the integrity of the financial records is complete, accurate and comply with International Financial Reporting Standards (IFRS). Responsibilities will include, but are not limited to, general ledger accountability, financial reporting, and other special projects as assigned. What you’ll be doing: Assist in the preparation and oversight of the retail, wholesale, leasing, and voluntary protection products portfolios by ensuring accurate preparation and posting of journal...

Redwood Credit Union Redwood Credit Union is looking for an Electronic Services Specialist II, who will provide technical expertise in administration of payment and item processing for Redwood Credit Union. Under limited supervision, perform a wide variety of semi-routine accounting, regulatory compliance, clerical, product quality control and technical duties of moderate complexity. This intermediate level position is responsible for fraud prevention, recovery, and daily operations for area of responsibility. Key Responsibilities Member Service: * Provide superior service that meets RCU Service Standards and Values to Members and team members of Redwood Credit Union. * Responsible for one or two critical areas of payment processing. * Manage and implement regulatory compliance for area of responsibility. * Review, process exceptions in compliance with regulations, balance reports and create return files to the Federal Reserve Bank; work directly with FRB to resolve...

Redwood Credit Union Redwood Credit Union is looking for an External Mortgage Loan Officer, who will market and originate Redwood Credit Union (RCU) first and second lien loan products primarily from newly developed and previously established external sources of business to substantially contribute to the organization's residential loan growth. Responsible for deepening prospective and existing member profiles by having a solid understanding of the full suite of lending products available and by initiating cross lending referrals that are outside of residential originations. Key Responsibilities External Loan Originations/Pipeline Management: * Provide exceptional member service at all times via all lines of communication while adhering to RCU standards of service. * Independently source and develop new referral relationships that will mutually benefit RCU and its Members while strongly enhancing mortgage lending origination goals. * Actively grow previously...

Redwood Credit Union Redwood Credit Union is seeking an Electronic Services Specialist III, who will provide technical expertise in administering payment and item processing for Redwood Credit Union. Under minimal supervision, perform a wide variety of semi-routine accounting, regulatory compliance and implementation, clerical, product development and quality control duties of moderate complexity using advanced knowledge in fraud detection, prevention, and recovery. This senior level position is responsible to lead the day-to-day functions for multiple areas of responsibility, and provide direction, training, support, and mentorship to junior team members. Key Responsibilities Member Service: o Provide superior service that meets RCU Service Standards and Values to Members and team members of Redwood Credit Union. o Responsible for at least two critical areas of payment or item processing for ACH, RCUpay, Bill Pay, Image Center system, Business online deposit, Lockbox,...

Ameriprise Financial Provide risk-based leadership and oversight to reduce regulatory risk in the region. Lead in a hybrid supervision model under the direction of the Region Vice President (RVP) and within a matrixed relationship to Risk Mitigation. In this role you will: train new and support existing Field Registered Principals (RPs); assess and provide feedback to Field RPs for development of ongoing supervision/mitigation of risk; educate the field on regulatory and supervision policies while effectively communicating with regional and executive leadership on potential trends and actions needed to mitigate risk. Ensure effective, documented supervision and strong scalable, repeatable supervisory processes. Partner with the corporate office to advise on scalable issues. Key Responsibilities: Provide oversight through regular, effective, ongoing interactions with Field RPs and second level leaders to track progress, provide feedback, identify new issues, and...

Ameriprise Financial Provide risk-based leadership and oversight to reduce regulatory risk in the region. Lead in a hybrid supervision model under the direction of the Region Vice President (RVP) and within a matrixed relationship to Risk Mitigation. In this role you will: train new and support existing Field Registered Principals (RPs); assess and provide feedback to Field RPs for development of ongoing supervision/mitigation of risk; educate the field on regulatory and supervision policies while effectively communicating with regional and executive leadership on potential trends and actions needed to mitigate risk. Ensure effective, documented supervision and strong scalable, repeatable supervisory processes. Partner with the corporate office to advise on scalable issues. Key Responsibilities: Provide oversight through regular, effective, ongoing interactions with Field RPs and second level leaders to track progress, provide feedback, identify new issues, and...

Ameriprise Financial Provide risk-based leadership and oversight to reduce regulatory risk in the region. Lead in a hybrid supervision model under the direction of the Region Vice President (RVP) and within a matrixed relationship to Risk Mitigation. In this role you will: train new and support existing Field Registered Principals (RPs); assess and provide feedback to Field RPs for development of ongoing supervision/mitigation of risk; educate the field on regulatory and supervision policies while effectively communicating with regional and executive leadership on potential trends and actions needed to mitigate risk. Ensure effective, documented supervision and strong scalable, repeatable supervisory processes. Partner with the corporate office to advise on scalable issues. Key Responsibilities: Provide oversight through regular, effective, ongoing interactions with Field RPs and second level leaders to track progress, provide feedback, identify new issues, and...

Ameriprise Financial Provide risk-based leadership and oversight to reduce regulatory risk in the region. Lead in a hybrid supervision model under the direction of the Region Vice President (RVP) and within a matrixed relationship to Risk Mitigation. In this role you will: train new and support existing Field Registered Principals (RPs); assess and provide feedback to Field RPs for development of ongoing supervision/mitigation of risk; educate the field on regulatory and supervision policies while effectively communicating with regional and executive leadership on potential trends and actions needed to mitigate risk. Ensure effective, documented supervision and strong scalable, repeatable supervisory processes. Partner with the corporate office to advise on scalable issues. Key Responsibilities: Provide oversight through regular, effective, ongoing interactions with Field RPs and second level leaders to track progress, provide feedback, identify new issues, and...

Ameriprise Financial Provide risk-based leadership and oversight to reduce regulatory risk in the region. Lead in a hybrid supervision model under the direction of the Region Vice President (RVP) and within a matrixed relationship to Risk Mitigation. In this role you will: train new and support existing Field Registered Principals (RPs); assess and provide feedback to Field RPs for development of ongoing supervision/mitigation of risk; educate the field on regulatory and supervision policies while effectively communicating with regional and executive leadership on potential trends and actions needed to mitigate risk. Ensure effective, documented supervision and strong scalable, repeatable supervisory processes. Partner with the corporate office to advise on scalable issues. Key Responsibilities: Provide oversight through regular, effective, ongoing interactions with Field RPs and second level leaders to track progress, provide feedback, identify new issues, and...

Ameriprise Financial Provide risk-based leadership and oversight to reduce regulatory risk in the region. Lead in a hybrid supervision model under the direction of the Region Vice President (RVP) and within a matrixed relationship to Risk Mitigation. In this role you will: train new and support existing Field Registered Principals (RPs); assess and provide feedback to Field RPs for development of ongoing supervision/mitigation of risk; educate the field on regulatory and supervision policies while effectively communicating with regional and executive leadership on potential trends and actions needed to mitigate risk. Ensure effective, documented supervision and strong scalable, repeatable supervisory processes. Partner with the corporate office to advise on scalable issues. Key Responsibilities: Provide oversight through regular, effective, ongoing interactions with Field RPs and second level leaders to track progress, provide feedback, identify new issues, and...