Financial Services Specialist
4 days ago
We are seeking a highly skilled Financial Services Specialist to join our team at Orange County's Credit Union. In this role, you will be responsible for providing exceptional service experiences for internal associates and external members.
The ideal candidate will have a strong understanding of financial services processes, including levies, deceased processes, Power Of Attorneys (POA), trusts, IRA, subpoenas, backup withholding, escheats, and vesting account types.
You will contribute to the overall success of Member Operations by assisting in research requests, document and information retrievals, file maintenance requests, and account adjustments in a timely and professional manner.
Key qualifications include:
- Bachelor's degree or equivalent.
- Minimum two years of experience in a financial services front-line or call center position.
- Mastery of core systems used to service financial accounts, with Symitar system experience preferred.
Estimated salary: $23.00 - $24.50 per hour.
Benefits include comprehensive health coverage, life insurance, a 401(k) plan, work-life balance, recognition & growth opportunities, and more.
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Financial Sales Specialist
4 days ago
Santa Ana, California, United States Slingo Financial Services Full timeAbout the OpportunityAs a Financial Sales Specialist with Slingo Financial Services, you'll have the chance to earn an estimated $1,000-$10,000 per month by selling insurance policies to clients who have already requested information.This is a unique opportunity for highly motivated individuals who want to build their own business and achieve financial...
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Financial Services Consultant
3 days ago
Santa Ana, California, United States Slingo Financial Services Full timeAbout the CareerAs a Financial Services Consultant with Slingo Financial Services, you will have the opportunity to build a successful career in the financial services industry. You will work from home or in your area, and never make cold calls.You will receive one-on-one training with a professional mentor, participate in webinars and training events, and...
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Financial Services Professional
4 days ago
Santa Ana, California, United States Alt Financial Network, Inc. Full timeMortgage Loan Originator OpportunityWe are excited to offer a Mortgage Loan Originator position at Alt Financial Network, Inc. As a successful Mortgage Consultant, you will be responsible for originating loans, maintaining strong relationships with real estate agents, and staying up-to-date with industry trends.Key ResponsibilitiesOriginate loans through...
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Financial Wellness Specialist
1 week ago
Santa Ana, California, United States Comunidad Latina Federal Credit Union Full timeComunidad Latina Federal Credit Union is a small, community-focused financial institution dedicated to supporting and empowering our members' financial wellness. We are based in Santa Ana, CA and are seeking a Financial Wellness Specialist to join our team.About the JobIn this full-time or part-time role, you will be the face of our credit union, handling...
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Accounting Specialist
4 days ago
Santa Ana, California, United States AccountingZoom Full timeJob OverviewWe are seeking a skilled Accounting Specialist - Financial Reporting to join our team at AccountingZoom. The ideal candidate will have significant experience in financial reporting and be proficient in client services and administrative duties.The successful candidate will be responsible for preparing and examining financial records for multiple...
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Financial Data Specialist
4 days ago
Santa Ana, California, United States JobSource Full timeJob OverviewWe are seeking a highly organized and detail-oriented Financial Data Specialist to join our team at JobSource. In this role, you will be responsible for maintaining accurate financial records and ensuring timely payment from clients.Responsibilities:Process and examine financial transactions to ensure accuracy and completeness.Monitor customer...
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Accountant for Financial Management
4 days ago
Santa Ana, California, United States Alt Financial Network, Inc. Full timeJob TitleAccounting ClerkAbout CompanyAlt Financial Network, Inc. is a financial services company that prides itself on providing exceptional service to its clients.Salary and BenefitsThe estimated salary range for this position is $56,000 per year, which includes competitive benefits such as paid time off and health insurance.Job DescriptionWe are seeking a...
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Financial Services Representative
3 days ago
Santa Ana, California, United States WallStJobs Full timeWallStJobs is seeking a highly skilled Financial Services Representative to join their team. As a key member of the investment advisory firm, you will play a crucial role in helping clients achieve financial success through expert guidance and personalized investment strategies.">The estimated annual salary for this position ranges from $60,000 to $100,000,...
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Software Development Professional
3 days ago
Santa Ana, California, United States Financial Statement Services, Inc Full timeAt Financial Statement Services, Inc., we're looking for a skilled Software Development Professional to join our Software Development team. This full-time position is ideal for someone with 0-2 years' experience in software development, preferably with experience in web development.This role involves assisting in the development, maintenance and testing of...
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Customer Service Specialist
4 days ago
Santa Ana, California, United States AnDek Staffing Services Full time**About the Role:**We are seeking a skilled Customer Service Specialist to join our team at AnDek Staffing Services.The ideal candidate will possess excellent communication and problem-solving skills, with the ability to provide top-notch service to our clients.**Responsibilities:**Handle customer inquiries and complaints in a professional and timely...
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Santa Ana, California, United States Yoh Full timeWe are seeking a skilled Financial Accounting Specialist to join our team for a short-term contract assignment with our Entertainment client located in Santa Ana, CA. The ideal candidate will have experience in A/P invoice vouching/coding, AP check run, and A/R collections.This temporary position is scheduled to last 10 days and will be based on-site at our...
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Customer Service Specialist
5 days ago
Santa Ana, California, United States AnDek Staffing Services Full timeJob SummaryWe are seeking a skilled Customer Service Specialist to provide exceptional support to our clients. The ideal candidate will have previous experience in customer-facing roles and be able to communicate effectively with diverse audiences.About the RoleThe successful candidate will handle customer inquiries, provide product information, and resolve...
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Financial Service Representative
3 days ago
Santa Ana, California, United States Orange County's Credit Union Full timeCompany OverviewOCCU is a reputable financial service provider with over 85 years of experience, serving 140,000+ members. We prioritize workplace excellence and associate satisfaction.SalaryThe estimated hourly rate for this role is $22.00-$25.00, based on qualifications and internal equity. Our competitive compensation reflects the value we place on our...
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Industrial Equipment Specialist
4 weeks ago
Santa Ana, California, United States Financial Statement Services, Inc Full timeJob OverviewWe are seeking a highly skilled Industrial Equipment Specialist to join our 2nd shift team in Santa Ana, CA. The successful candidate will perform maintenance and repair procedures on various print and mail production machines and devices.The ideal candidate will have strong mechanical background and electrical knowledge, with previous machine...
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Insurance Sales Agent
3 days ago
Santa Ana, California, United States Slingo Financial Services Full timeAbout the JobAs a Insurance Sales Agent with Slingo Financial Services, you will have the opportunity to build a successful career in the financial services industry. You will work from home or in your area, and never make cold calls.You will receive one-on-one training with a top agent, participate in webinars and training events, and have access to warm...
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Financial Wellness Specialist
1 week ago
Santa Ana, California, United States Comunidad Latina Federal Credit Union Full timeKey ResponsibilitiesProvide exceptional customer service to our members, responding to their financial needs and concerns.Process daily transactions, including deposits, withdrawals, transfers, and loan payments, with high accuracy.Assist members with inquiries and provide information about our credit union's products and services.Participate in financial...
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Mail Sorter Specialist
4 weeks ago
Santa Ana, California, United States Financial Statement Services, Inc Full timeFinancial Statement Services, Inc. has been a leading provider of document services in the western United States for over 40 years.We are currently seeking a Mail Sorter to join our team in Santa Ana, CA.The successful candidate will be responsible for sorting mail from mail insert machinery in a fast-paced, high-volume mail production environment.This is a...
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Financial Services Specialist
4 days ago
Santa Maria, California, United States COASTHILLS FEDERAL CREDIT UNION Full timeJob SummaryWe are seeking a highly motivated and experienced Financial Services Specialist to join our team at COASTHILLS FEDERAL CREDIT UNION. This is a unique opportunity to work in a dynamic environment where you will be responsible for identifying the financial needs of Credit Union members and effectively cross-selling products, services, and...
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Financial Services Specialist
6 days ago
Santa Maria, California, United States COASTHILLS FEDERAL CREDIT UNION Full timeJob OverviewAs a Financial Services Specialist at COASTHILLS FEDERAL CREDIT UNION, you will have the opportunity to work in a dynamic environment where you can make a real difference in people's lives. This role is perfect for individuals who are passionate about delivering exceptional customer service and building strong relationships with members.About the...
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Financial Services Engagement Specialist
1 week ago
Santa Barbara, California, United States Disability Solutions Full timeAbout the RoleAs a Financial Services Engagement Specialist at Bank of America, you will play a critical role in driving the growth of our business by delivering exceptional client experiences. This position is a fantastic opportunity to build relationships with clients and help them achieve their financial goals.The ideal candidate will have strong...