22 jobs found

Redwood Credit Union Redwood Credit Union is looking for an Insurance Administrator, who will perform a wide variety of semi-routine duties to assist Members in the sales and service of ancillary products. Key Responsibilities Customer Service: * Provide exceptional customer service to all internal and external customers. * Call Members referred to the insurance agency by branch, Member Service Center, or other referrals. * Make and receive calls from customers assisting them with their questions and resolving problems as appropriate. * Ensure maximum flexibility to relieve and/or assist in a variety of functions as needed. * Make and receive calls from customers to complete worksheets to facilitate insurance quotes and product claims. * Offer and educate Members of Ancillary products. Administrative: * Request necessary paperwork that is not received from customers or Insurance Department team members. * Work with credit life and disability, payment...

Ameriprise Financial Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today! Key Responsibilities: Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and...

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...

Yamaha Motor Corporation, USA Yamaha has an excellent opportunity for a Dealer Administrator II to join our Financial Services team in Cypress, CA. The Dealer Administrator II acts as the main point of contact between the Retail Servicing Department and its Dealer network, ensuring effective management of customer complaints, compliance with internal policies, and adherence to external regulations. The role requires a deep understanding of dealership operations and business practices, strong communication skills, and the ability to resolve complex account issues, such as chargebacks for unwinds, unperfected liens, ancillary product cancellations, and other Dealer-related monetary collections. Collaborates closely with internal teams, including sales and compliance, to maintain positive dealer relationships while protecting the company’s financial and reputational interests. What you’ll be doing: • Address and resolve issues related to Dealer chargebacks, including those...

NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. Summary: The Account Manager is responsible for working with Senior Account Managers, Account Executives, and Producers to service client accounts. The position requires supporting them in the day-to-day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager I will work with senior team members to manage the renewal and marketing process and prepare materials for presentations and communications. While in this role, this person will begin to learn to manage a...

Yamaha Motor Corporation, USA Yamaha Motor Finance Corporation has an excellent opportunity for a Corporate Planning & Finance Specialist III to join our Financial Services team in Cypress, CA . In this pivotal role the Corporate Planning & Finance Specialist III will collaborate closely with the Vice President of Corporate Planning and Finance with facilitating the liaison works of YMC. They will be responsible for reporting YMC’s global Financial Service (FS) Business’s financial and operational performance to YMC. They will also monitor corporate governance disciplines and procedures within each operational function and update the discipline status to YMC. Operating within a dynamic global environment, the Manager of Corporate Planning & Finance will engage with multifaceted stakeholders at various levels of YMC. What you’ll be doing: Spearhead the gathering of comprehensive financial and operational data and insights from each Financial Services (FS)...

Unitek Learning Company Description As a leading healthcare education organization, Unitek Learning's family of schools helps thousands of students launch and accelerate their careers every year. As a rapidly growing and highly successful company, Unitek is also a great place to pursue a rewarding and challenging career. We offer a competitive salary, generous benefits, unlimited growth potential, and a collegiate work environment. Job Description We are looking for a Financial Aid Administrator to join our team. As our Financial Aid Administrator (FAA), you will meet and communicate with current, prospective and alumni students to guide them through the financial aid process. As an FAA, you will report directly to the Director of Financial Aid. You will be responsible for administering, determining eligibility, and processing student financial aid to maintain positive cash flow, in addition to other related tasks for the financial aid department.  Processing...

Unitek Learning Company Description As a leading healthcare education organization, Unitek Learning's family of schools helps thousands of students launch and accelerate their careers every year. As a rapidly growing and highly successful company, Unitek is also a great place to pursue a rewarding and challenging career. We offer a competitive salary, generous benefits, unlimited growth potential, and a collegiate work environment. Job Description We are looking for a Financial Aid Administrator to join our team. As our Financial Aid Administrator (FAA), you will meet and communicate with current, prospective and alumni students to guide them through the financial aid process. As an FAA, you will report directly to the Director of Financial Aid. You will be responsible for administering, determining eligibility, and processing student financial aid to maintain positive cash flow, in addition to other related tasks for the financial aid department.  Processing...

Unitek Learning Company Description As a leading healthcare education organization, Unitek Learning's family of schools helps thousands of students launch and accelerate their careers every year. As a rapidly growing and highly successful company, Unitek is also a great place to pursue a rewarding and challenging career. We offer a competitive salary, generous benefits, unlimited growth potential, and a collegiate work environment. Job Description We are looking for a Financial Aid Administrator to join our team. As our Financial Aid Administrator (FAA), you will meet and communicate with current, prospective and alumni students to guide them through the financial aid process. As an FAA, you will report directly to the Director of Financial Aid. You will be responsible for administering, determining eligibility, and processing student financial aid to maintain positive cash flow, in addition to other related tasks for the financial aid department.  Processing...

CSAA Insurance Group CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the top personal lines property and casualty insurance groups in the U.S. Our employees form the heart and soul of fulfilling our enduring purpose to help members prevent, prepare for and recover from life's uncertainties, and we're proud of the culture we create together. As we commit to progress over perfection, we recognize that every day is an opportunity to be innovative and adaptable. At CSAA IG, we hire good people for a brighter tomorrow. Join us and support CSAA Insurance Group, a AAA Insurer, in achieving our goals. Internship Summary: We are actively hiring for a Rising 2L Legal Summer Intern! CSAA Insurance Group offers an exceptional summer internship for law students transitioning from their first to second year. This 10-week program is designed to immerse interns in both corporate and litigation practices, providing a robust introduction to the legal intricacies of the insurance...

Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/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 The Loss Mitigation Underwriter is responsible for evaluating and underwriting loss mitigation applications, analyzing financial information and supporting documentation according to investor guidelines and National Servicing Standards to determine the best course of action for delinquent mortgage accounts. This role requires analyzing borrower financial information, assessing risk, and making informed decisions using investor waterfalls and guidelines to mitigate potential losses. The ideal candidate will possess strong analytical skills, a thorough understanding of mortgage underwriting, and the ability...

Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/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 The Loss Mitigation Underwriter is responsible for evaluating and underwriting loss mitigation applications, analyzing financial information and supporting documentation according to investor guidelines and National Servicing Standards to determine the best course of action for delinquent mortgage accounts. This role requires analyzing borrower financial information, assessing risk, and making informed decisions using investor waterfalls and guidelines to mitigate potential losses. The ideal candidate will possess strong analytical skills, a thorough understanding of mortgage underwriting, and the ability...

Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/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 The Loss Mitigation Underwriter is responsible for evaluating and underwriting loss mitigation applications, analyzing financial information and supporting documentation according to investor guidelines and National Servicing Standards to determine the best course of action for delinquent mortgage accounts. This role requires analyzing borrower financial information, assessing risk, and making informed decisions using investor waterfalls and guidelines to mitigate potential losses. The ideal candidate will possess strong analytical skills, a thorough understanding of mortgage underwriting, and the ability...

Job Description Are You Ready to Make It Happen at Mondelēz International? Join our Mission to Lead the Future of Snacking. Make It Uniquely Yours. Perfect Snacks is currently searching for a highly motivated and analytical Senior Financial Analyst to join our FP&A team. In this position, you will work closely with the Senior Commercial Finance Manager with a primary emphasis on supporting our Supply Chain and Sales functions. This individual will develop modeling and advanced analytics, synthesize large data sets, and produce concise and actionable recommendations and/or conclusions to leadership, articulating the financial impact of wide-ranging business operations and strategic initiatives. The successful candidate will combine an understanding of Finance and Accounting with a practical knowledge of Financial Statements to ensure the financial goals of the company are achieved. Essential Duties: Serve as the cross-functional lead to Supply Chain and...

CSAA Insurance Group A contractor-position for a legal secretary is open at CSAA Insurance Group! CSAA Insurance Group, a AAA insurer, offers automobile, homeowners and other personal lines of insurance to AAA Members through AAA clubs in 23 states and the District of Columbia. Founded in 1914, we have been rated "A" or better by A.M. Best for more than 90 years and are one of the top personal lines property casualty insurance groups in the United States, according to the National Association of Insurance Commissioners. Benefit options available depending on contract factors and upon meeting requirements. • Provides legal secretarial support to CSAA IG attorneys and works on assignments of higher complexity. • Types various legal documents and forms. • Drafts documents and correspondence • Litigation: Organizes and maintains files related to current cases and various legal matters. • Dockets and calendars legal appearances and filing deadlines. •...

Job Description Are You Ready to Make It Happen at Mondelēz International? Join our Mission to Lead the Future of Snacking. Make It Uniquely Yours. Perfect Snacks is currently searching for a highly motivated and analytical Experienced Financial Analyst (FP&A) to support our growing FP&A function. In this position, you will work closely with the Senior Commercial Finance Manager and serve as the Financial Business Partner to Operations, Sales, and Marketing. This individual will develop modeling and advanced analytics, synthesizing large data sets, and producing concise and actionable recommendations and/or conclusions to leadership, articulating the financial impact of wide-ranging business operations and strategic initiatives. The successful candidate will combine an understanding of Finance and Accounting with a practical knowledge of Financial Statements to ensure the financial goals of the company are achieved. Essential Duties: Serve as the...

Redwood Credit Union Redwood Credit Union is seeking a Senior SBA/Commercial Credit Analyst, who will prepare SBA and commercial loan applications in accordance with the Credit Union's underwriting guidelines and influence the quality of credit through guideline adherence. Draft loan recommendations, including analysis of financial and other information, to present in a concise, accurate written form as prescribed by Credit Union without assistance. Assist with administration of the loan portfolio. Provide peer leadership in the areas of credit analysis, SBA processes/procedures and portfolio review. Requires extensive knowledge of the loan requirements for SBA and commercial lending with a demonstrated ability to perform research activities and loan portfolio analyses. Key Responsibilities Business Loan Functions: o Review and approve annual portfolio analyses for all BSA loan files. o Serve as backup to management to support credit and portfolio analysis supervisory...

Yamaha Motor Corporation, USA Yamaha has an excellent opportunity for a Credit Underwriter II to join our Finance team in Cypress, CA . The Credit Underwriter II will be responsible for researching and analyzing credit risks, assessing credit history, and approving or denying credit to potential consumers. They will have contact with other company departments, as well as Power Sports Dealerships and consumers. What you’ll be doing: Decision applications by placing emphasis on response time, quantity of applications processed, and quality of applications approved. Structure approvals and handle rehashes to maximize profits and enhance dealer relationships. Maintain and establish dealer relationships and educate and train dealerships on YMFUS programs and policies. Initiate sales calls to capture applications and where appropriate, prepare written follow-up. Provide prompt accurate response to all internal and external customer inquiries. Review and calculate...

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,...

Barclays Join Barclays as a Municipals Analyst, where you will gain a broad understanding of the Public Finance investment banking business by providing cross-functional assistance to senior bankers. You will participate in municipal transactions and help source new opportunities by developing and evaluating debt profiles of various clients. Perform financial modeling and cash flow analyses to evaluate debt financing alternatives for municipal entities. You will also draft internal and external correspondence and client presentation materials discussing financing strategies, market trends, and Barclays' qualifications. Participate in transaction execution, including guiding deal logistics, running cash flows, preparing investor, and rating agency presentations, and reviewing financing documents. To be successful as a Municipals Analyst, you should have experience with: Financial services, government, or related field Ample quantitative abilities Excellent written...