Financial Services Coordinator
3 days ago
At Cornerstone Financial Services, we are seeking a skilled and versatile Financial Services Coordinator to support our Sales Department. This dynamic role involves acting as a liaison between customers and our Documentation Department to facilitate timely loan closings.
The successful candidate will have excellent communication skills, both written and verbal, and be proficient in Microsoft Office products. We offer a competitive salary range of $60,000 - $70,000 per year, depending on experience, as well as benefits and opportunities for advancement.
Responsibilities:
- Collaborate with sales staff to collect required documentation for loan closings
- Communicate with customers, vendors, and third parties to gather necessary information and/or documentation
- Conduct credit inquiries and prepare loan documents
- Maintain accurate records and perform file building and data entry tasks
Requirements:
- Fluency in Spanish is essential due to the company's predominantly Spanish-speaking customer base
- Strong organizational skills, accuracy, and ability to work in a fast-paced environment
-
Financial Services Coordinator
5 days ago
San Rafael, California, United States Marin City Health and Wellness Center Full timeJob OverviewThe Marin City Health and Wellness Center is seeking a highly motivated Financial Services Coordinator to join our team. This role will provide critical support to the organization's accounting functions, ensuring compliance with contracts and grants.This position offers a competitive salary of $63,000 - $75,000 per year, depending on experience....
-
Financial Client Support Specialist
17 hours ago
San Rafael, California, United States Edelman Financial Engines Full timeAbout the Job: We are looking for a highly skilled Financial Client Support Specialist to join our team. In this role, you will be responsible for coordinating client meetings, supervising account activity, preparing and reviewing account paperwork, and verifying accounts are traded into the correct model. If you have a passion for delivering top-notch...
-
Loan Processing Coordinator
6 days ago
San Rafael, California, United States Cornerstone Financial Services Full timeCornerstone Financial Services Job DescriptionWe are a leading Commercial Equipment Lender in the transportation industry, seeking a highly motivated and organized individual to join our team as a Jr. Loan Processor. This role offers a unique opportunity to develop your skills and knowledge in the commercial finance industry.**Compensation Package:** $58,000...
-
Financial Operations Coordinator
4 weeks ago
San Rafael, California, United States Smart Meetings Full timeJob OverviewSmart Meetings, a leading travel trade magazine, website, and event production company, is seeking an experienced Financial Operations Coordinator to join their team.Estimated Salary:$60,000 - $80,000 per yearJob DescriptionWe are looking for a highly organized and detail-oriented individual who can manage our financial operations with ease. As a...
-
Junior Finance Coordinator
5 days ago
San Rafael, California, United States Cornerstone Financial Services Full timeWe are seeking a detail-oriented and organized Junior Finance Coordinator to support our Sales Department in various tasks related to loan processing.Key ResponsibilitiesIn this role, you will:Assist Sales staff in gathering required documentation for loan closingsCommunicate with customers, vendors, and third parties to obtain necessary information and/or...
-
Financial Services Coordinator
7 days ago
San Francisco, California, United States Fountain Full timeWeDriveU, a trusted partner in transportation solutions, is seeking a Financial Services Coordinator to support our financial operations. Estimated salary: $65,000 - $85,000 per year.Responsibilities:You will be responsible for:Coordinating with vendors to resolve invoice inquiries and payment issues.Monitoring and maintaining accurate accounts payable...
-
Financial Services Coordinator
6 days ago
San Diego, California, United States Edward Jones Full timeOverviewWe are looking for a talented Financial Services Coordinator to join our team. This role is an excellent opportunity to work in a fast-paced environment and make a real difference in the lives of our clients.As a Financial Services Coordinator, you will be responsible for providing exceptional client service, building strong relationships, and...
-
Financial Services Expert
2 days ago
San Rafael, California, United States Jobot Full timeAbout the OpportunityWe are seeking a highly skilled Financial Services Expert to join our team at Jobot. As a key member of our team, you will be responsible for providing personalized financial guidance to individuals and businesses in the San Francisco Bay Area and throughout the country. Your expertise will include tax planning strategies, financial...
-
Financial Services Representative
6 days ago
San Diego, California, United States United Financial Full timeJob Description: Financial Services RepresentativeUnited Financial is seeking a highly motivated Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for assisting clients with their financial needs and providing exceptional customer service.Responsibilities:Present and communicate company loan...
-
Accounting and Financial Services Director
2 days ago
San Rafael, California, United States Marin City Health and Wellness Center Full timeResponsibilitiesThe Accounting and Financial Services Director will be responsible for leading the accounting and financial services teams in providing high-quality financial management services to the organization. Key duties include monitoring budget and financial performance metrics, managing financial, management, cost reporting, and analysis; net...
-
Financial Services Coordinator
4 weeks ago
San Leandro, California, United States Victory Mazda of San Leandro Full timeJob SummaryVictory Mazda of San Leandro seeks an experienced Financial Services Coordinator to join our team. As a key member of our sales department, you will be responsible for coordinating all finance and insurance activities for our valued customers. This includes working to help customers obtain financing, preparing associated documentation, and selling...
-
Financial Services Operations Manager
1 day ago
San Ramon, California, United States SUMMIT FINANCIAL GROUP LLC Full timeAbout Us:Summit Financial Group LLC is a leading provider of financial services solutions. We are seeking an experienced Client Services Manager to join our team.Job Summary:We are looking for a highly skilled and motivated Client Services Manager to oversee the client onboarding process, manage client relationships, and lead a team of client service...
-
Client Service Associate Expert
17 hours ago
San Rafael, California, United States Edelman Financial Engines Full timeAbout the Role: As a Client Service Associate, you will play a pivotal role in partnering with our Financial Planners to provide exceptional customer service to our clients. We are seeking an individual with financial services experience to deliver outstanding service by building and maintaining strong client relationships, as well as performing all related...
-
Accounting and Financial Services Lead
5 days ago
San Rafael, California, United States Marin City Health and Wellness Center Full timeLeadership OpportunityWe are looking for an experienced Accounting and Financial Services Lead to join our team at Marin City Health and Wellness Center. In this role, you will oversee our financial operations, manage our accounting team, and develop and implement financial strategies to drive business growth.The successful candidate will have a strong...
-
Financial Operations Coordinator
5 days ago
San Juan Capistrano, California, United States Ensign Services Full timeOpportunity Summary: We are seeking a skilled Financial Operations Coordinator to join our team. In this role, you will be responsible for coordinating and implementing financial operations across multiple locations. Your expertise in financial policies and procedures will ensure compliance with company regulations and industry standards. Key...
-
Senior Financial Services Specialist
2 days ago
San Rafael, California, United States Jobot Full timeJob OverviewAs a Senior Financial Services Specialist at Jobot, you will be responsible for providing high-quality financial guidance to individuals and businesses. Our expert team offers a range of services, from basic tax management and accounting to complex audits, financial statements, and financial planning.Salary and BenefitsWe offer an estimated...
-
Financial Services Representative
4 days ago
San Francisco, California, United States OneMain Financial Full timeAbout the RoleAs a Consumer Loan Sales Specialist at OneMain Financial, you will play a vital part in empowering customers by listening to their needs and providing them with friendly, fast, and affordable financing solutions for life's expenses.This role offers an excellent opportunity to learn the lending and servicing business, allowing you to grow your...
-
Financial Transactions Coordinator
14 hours ago
San Rafael, California, United States LHH Recruitment Solutions Full timeJob OverviewWe are seeking an organized and detail-oriented Accounts Payable Coordinator to join our team. This is a full-cycle accounts payable processing role, where you will ensure accurate and timely payments, resolve discrepancies, maintain records, and support internal controls.About the RoleThis is an excellent opportunity to grow your skills and...
-
Financial Service Representative
2 days ago
San Bernardino, California, United States OneMain Financial Full timeAbout the RoleAt OneMain Financial, we're dedicated to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a crucial role in empowering customers by listening to their needs and offering tailored financial solutions.Key Responsibilities:Deliver exceptional results by meeting individual and branch...
-
Financial Services Coordinator
5 days ago
San Diego, California, United States MANCON, LLC Full timeAbout the RoleAs a Financial Services Coordinator with MANCON, LLC, you will play a vital role in providing exceptional customer service to Active Duty Military, Reserve Duty Military, and DOD Civilian Personnel Support activities. This position requires a strong understanding of Pay and Personnel Support, as well as Support Services for Active Duty...