Personal Finance Consultant
7 days ago
- Provide exceptional customer service and build strong relationships with existing and new customers.
- Analyze customer needs and develop personalized financial solutions that meet their requirements.
- Work closely with internal stakeholders to ensure seamless delivery of financial products and services.
- Stay up-to-date with market trends and regulatory changes to provide expert advice to customers.
- Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
- Registration to sell investment products completed as appropriate for the jurisdiction.
- Appropriate lending qualifications and designations.
- Working knowledge of personal and small business customer needs and solutions.
$41,715.00 - $67,000.00 per year
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Mortgage Loan Officer Associate
10 hours ago
Santa Ana, California, United States Best Finance Capital Full timeOverviewBest Finance Capital is a dynamic and reputable mortgage lender seeking motivated sales professionals to join our team in Orange County, CA.CompensationWe offer a competitive base salary of $60,000 plus commission, with all leads and systems provided in our comprehensive package.Job DescriptionAs a Mortgage Loan Officer Trainee, you will engage in...
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Loan Officer Career Opportunities
1 day ago
Santa Ana, California, United States Best Finance Capital Full timeWe are seeking highly motivated and driven individuals to join our team as Junior Loan Officers at Best Finance Capital in Orange County, CA.Our ApproachWe take a client-centric approach to mortgage lending, focusing on building long-term relationships and delivering personalized solutions. Our team has a wealth of experience and expertise, and we're...
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Financial Services Representative
4 weeks ago
Santa Ana, California, United States Best Finance Capital Full timeAbout UsBest Finance Capital is a leading mortgage lender with a team of experienced professionals dedicated to providing exceptional customer service and expertise in the industry.Salary and BenefitsWe offer a competitive base salary, plus commission opportunities for motivated and results-driven individuals. Our compensation package is designed to reward...
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Oracle Applications Consultant
7 days ago
Santa Monica, California, United States Diverse Lynx Full timeAbout the RoleAs a Oracle Applications Consultant - Finance, you will play a crucial role in implementing and supporting Oracle Applications Modules for Finance at Diverse Lynx LLC. You will be responsible for ensuring seamless system operation, resolving technical issues, and collaborating with cross-functional teams.This position offers a competitive...
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Loan Origination Expert
2 weeks ago
Santa Ana, California, United States Best Finance Capital Full timeAbout Best Finance Capital:We are a forward-thinking company dedicated to providing exceptional financial services. Our team of experienced professionals is passionate about helping individuals achieve their financial goals through expert guidance and personalized support.Salary:$90,000 - $140,000 per yearMortgage Loan Officer Trainee Role:We are seeking...
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Tax Resolution Consultant
7 days ago
Santa Ana, California, United States Fresh Tax Solutions Full timeWe are seeking an experienced Tax Resolution Consultant to join our dynamic team at Fresh Tax Solutions. As a key member of our inside sales team, you will play a crucial role in guiding clients through their tax resolution journey. This is a unique opportunity to make a lasting impact on the lives of our clients and contribute to the growth of our...
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Sales Consultant
2 days ago
Santa Ana, California, United States Stratford Davis Staffing LLC Full timeOverviewWe are Stratford Davis Staffing LLC, a leading organization in the industry. Our mission is to provide top-notch services to our clients, and we're looking for a skilled Sales Associate to help us achieve this goal.No prior sales experience is necessary; receive comprehensive training on our products/services, sales techniques, and virtual...
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Financial Services Professional
1 day 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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Finance Leader, Palo Alto Networks
7 days ago
Santa Clara, California, United States Palo Alto Networks Full timeAs a finance leader at Palo Alto Networks, you will play a critical role in shaping our company's strategy and driving growth. In this role, you will oversee our Enterprise Agreement business and Renewals for Cloud Delivered Security Services, providing guidance and support to senior leadership and cross-functional teams.Your primary responsibility will be...
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Residential Community Leasing Consultant
4 weeks ago
Santa Ana, California, United States ConAm Management Corporation Full timeWe are seeking an energetic and results-driven Leasing Professional to join our team at a community in the Santa Ana, CA area.Job SummaryThe ideal candidate will have 1-2 years of experience in customer service with excellent problem resolution skills and the ability to multi-task. They must be proficient in Microsoft Office and have a good understanding of...
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Mortgage Business Development Specialist
18 hours ago
Santa Ana, California, United States Alt Financial Network, Inc. Full timeAbout the RoleAs a seasoned Mortgage Consultant with Alt Financial Network, Inc., you will play a key role in driving business growth and expansion within our lending team. With your expertise in mortgage loan origination, you will be responsible for maintaining strong referral relationships with real estate agents, gathering up-to-date lending rate sheets,...
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Santa Ana, California, United States Ganas Auto Full timeWe are seeking a highly motivated and results-driven Auto Sales Representative to join our team at Ganas Auto. As a Car Sales Representative, you will play a crucial role in helping people with little-or-no credit history finance affordable loans.SalaryThe estimated annual salary for this position is $40,000 - $60,000, depending on experience and...
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Sales Growth Strategist
2 weeks ago
Santa Ana, California, United States Kapson LLC Full timeAbout the RoleWe are seeking an experienced Business Development Specialist to join our team at Kapson LLC.This is a full-time position that offers a salary of $85,000 - $110,000 per year, depending on experience. The successful candidate will be based in Southern California and will work closely with our operations, finance, marketing, and sales teams to...
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Enterprise Sales Specialist
3 days ago
Santa Ana, California, United States Kapson LLC Full timeAbout the JobWe are seeking an experienced Business Development Specialist to join our team at Kapson LLC.This is a full-time position that offers a salary of $95,000 - $130,000 per year, depending on experience. The successful candidate will be based in Southern California and will work closely with our operations, finance, marketing, and sales teams to...
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Accounting and Financial Systems Consultant
11 hours ago
Santa Monica, California, United States Diverse Lynx Full timeWe seek a talented Accounting and Financial Systems Consultant to join our team at Diverse Lynx LLC. In this role, you will leverage your expertise in Oracle Applications Modules for Finance to deliver high-quality services to our customers.The ideal candidate will possess in-depth knowledge of General Ledger, Accounts Payable, Accounts Receivable, Fixed...
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Retail Sales Representative
2 weeks ago
Santa Ana, California, United States AT&T Full timeOverviewAs a Retail Sales Consultant at AT&T, you will be at the forefront of driving sales and delivering exceptional customer experiences. You will utilize your skills in consultation and communication to provide personalized solutions to customers, ensuring their needs are met.This is a dynamic role that requires adaptability and flexibility. You will...
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Financial Navigator
22 hours ago
Santa Ana, California, United States ALLIANCE TAX ADVOCATE INC Full timeAre you passionate about helping others overcome financial obstacles? Do you excel at communication and problem-solving? We're looking for a skilled Financial Navigator to join our team at Alliance Tax Advocate.As a Financial Navigator, you'll work closely with clients to understand their financial situations and develop personalized plans to resolve their...
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Loan Officer
3 days ago
Santa Ana, California, United States The Mortgage Mentors Llc Full timeAbout The Mortgage Mentors LLCWe are a cutting-edge mortgage services provider dedicated to revolutionizing the way people think about home financing. Our team is comprised of innovative thinkers who share a common goal: to make the mortgage process faster, easier, and more accessible.As a Loan Officer with The Mortgage Mentors LLC, you will have the...
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Residential Mortgage Professional
3 days ago
Santa Ana, California, United States The Mortgage Mentors Llc Full timeAbout The CompanyThe Mortgage Mentors Llc is a dynamic and growing company that is dedicated to helping people achieve their goals through education and financial empowerment. We believe in building strong relationships with our clients and providing them with personalized solutions to meet their unique needs.As a Residential Mortgage Professional, you will...
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Tax Relief Specialist
2 weeks ago
Santa Ana, California, United States Fresh Tax Solutions Full timeCompany Overview:We are a leading provider of tax relief services, dedicated to helping individuals and businesses resolve their IRS tax issues. As a BBB Accredited company, we pride ourselves on our exceptional online reputation and commitment to delivering the best solutions possible.About Us:We specialize in serving clients across the United States,...