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Banking & Financial Services in California

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Category:Banking & Financial Services

Advanced QBO Projects / Payroll Expertise needed now! (1099) (west los angeles)65161899660035120

Advanced QBO Projects / Payroll Expertise needed now! (1099) (west los angeles)

Summary: Seeking experienced QBO Proadvisors to handle payroll, QBO projects for construction/manufacturing, and general QuickBooks expertise within a remote team. Highlights: 1. Work remotely and independently with flexible hours 2. Engage with diverse clients and a remote accounting team 3. Opportunity to drive projects and meet client deliverables Our amazing southern Cal QuickBooks remote accounting and business taxes firm continues to grow! And we now especially need experienced QBO Proadvisors capable of handling (1) Intuit or ADP payroll setup and administration for small businesses, and (2) setting up and supporting QBO projects for construction and manufacturing firms. This position is for QBO Proadvisors who can work directly with our existing clients and our team of remote accountants of various levels. Besides these technical skills you'll need to work independently, be assertive, and drive to get projects done on time. This would be a great opportunity if you can reliably put in maybe 10 – 20 hours per week, remotely, from your home office. But you must be dependable and meet commitments. Besides this we need more general QB expertise and here are some of the skills needed right now: please respond if you qualify in any of these areas – • Currently work in QuickBooks Online or QuickBooks Desktop (Intuit certified is heavily preferred). • College-level courses in accounting, preferably an accounting/finance degree. • Experience in e-commerce, and sales taxes (e.g., Shopify, Amazon, Avalara) • Familiarity with payroll, income, city, county, sales & use and other taxes. • Besides QB you should be skilled already in WIN10/11, MS Excel, Zoom and Dropbox. And get ready to learn our cloud-based project management system. • We've got a great cloud-based time & billing system - Intuit Time - you bill us and we bill clients through this. • Coding and general bookkeeping help is also needed. And we like bullet-item lists so here are some more – • You'll need a serious office with a modern Windows 10/11 PC, a fast Internet connection, at least 2 large external monitors, a multi-function printer/scanner/copier/fax and shredder. • Compensation is as a 1099 contractor (not employee) per our written agreement. • We can work around your schedule (as long as you meet commitments). • Compensation depends upon your ability to move fast, take charge, and ultimately meet client deliverables with quality work. Competence and reliability are key. Please respond today with your credentials! And label any docs that you send with your name, such as "Harold Smith resume.docx" rather than "Resume 2026.docx" or such. If this sounds good then please respond right away – we need help!

11343 Iowa Ave, Los Angeles, CA 90025, USA

Accounts receivable School Administrator (Los Angeles)65161878803971121

Accounts receivable School Administrator (Los Angeles)

Summary: Seeking a detail-oriented Accounts Receivable Administrator to manage financial operations, support student admissions, and oversee front office administration in a dynamic educational environment. Highlights: 1. Manage accounts receivable and financial records accurately. 2. Support student enrollment, attendance, and academic coordination. 3. Serve as primary contact for student inquiries and office management. Job Overview We are seeking a detail-oriented and experienced Accounts Receivable Administrator to join our school team. The ideal candidate will manage accounts receivable operations while supporting student admissions and front office administration. This role requires a strong understanding of accounting principles, financial software, and excellent organizational and communication skills. The position offers the opportunity to work in a dynamic educational environment that values accuracy, professionalism, customer service, and continuous growth. Key Responsibilities Manage and process accounts receivable transactions using accounting software such as QuickBooks or similar platforms. Prepare, review, and issue invoices accurately in accordance with student agreements and school policies. Monitor outstanding receivables, follow up on overdue accounts, and perform collection activities to ensure timely payments. Perform account reconciliation and analysis to maintain accurate financial records. Assist in coordinating student enrollment, registration, and attendance reporting processes. Monitor and record student attendance; issue warnings and probation notices when required. Prepare class schedules, assign classrooms, and maintain the academic calendar. Coordinate and prepare student exam templates and progress reports for instructors. Support instructors by providing classroom materials, forms, and access to instructional resources. Manage office and classroom supply inventory. Supervise front office staff, if applicable, and oversee daily office workflows. Serve as the primary point of contact for student inquiries, walk-ins, phone calls, and email communications. Professional Expectations Demonstrate strong interpersonal skills, diplomacy, and integrity in all interactions. Maintain professionalism in appearance, demeanor, and attitude at all times. Ability to prioritize tasks, manage pressure, handle responsibility, and meet deadlines consistently. Qualifications Minimum Education: Associate’s Degree in Business Administration, Office Management, Education, or a related field. Strong analytical skills with the ability to perform account reconciliation and financial analysis efficiently. Excellent data entry skills, including 10-key proficiency, with strong attention to detail. Effective communication and customer service skills, including the ability to professionally address student account-related concerns.

3550-3580 Wilshire Blvd, Los Angeles, CA 90010, USA

►✍ REMOTE ACCOUNTANT ✍◄65161851731458122

►✍ REMOTE ACCOUNTANT ✍◄

Summary: This role involves comprehensive financial management, including ledger recording, reconciliations, financial statement analysis, budget comparisons, and tax preparation. Highlights: 1. Focus on teamwork and flexibility, with ability to work well under pressure 2. Great interpersonal skills for working with diverse personnel 3. Strong quantitative and writing skills HOW TO APPLY PLEASE CLICK HERE TO APPLY We maintain a rigorous hiring process to help ensure we only hire the best and most dedicated professionals. Please note that you will not be considered for this position if you fail to follow the instructions when applying. WHY YOU SHOULD APPLY Coalition Technologies is devoted to delivering clients the highest quality work while providing our team a fun, thriving, and innovative environment. Along with the opportunity for tremendous career growth and rapid advancement, CT offers: The most competitive profit-sharing bonus plan in the industry, paying up to 50% of company profits to full-time employees each month! A highly competitive Paid Time Off plan, promoting quality work-life balance. Subsidized gym memberships to help team members feel their best. Medical, dental, vision, and life insurance packages for all US-based team members. International Health Insurance Reimbursement Program for all international team members, a benefit unique to Coalition. Device upgrade and learning reimbursement programs. Motivating career development plans with clearly defined goals and rewards. Additional job-specific incentives and bonuses. Plus, 100% of our team works remotely with the support of time tracking software. Our company culture specializes in supporting remote team members, and we’ve been doing so for more than a decade. CT welcomes your application, wherever in the world it's coming from! YOU SHOULD HAVE: Competency in preparing local, state, and federal taxes for a small company. A minimum of 3 years of professional experience in an accounting capacity. Preferred A focus on teamwork and flexibility, with the ability to work well under pressure. Great interpersonal skills for working with diverse personnel and departments throughout the company. Knowledge of QuickBooks Online software is a plus. Experience with QuickBooks, Microsoft Excel, and other Microsoft Office programs (candidates will be tested). Advanced proficiency with Microsoft Excel, Microsoft Office, and Google Documents. Preferred Availability to work 40 hours per week, Monday to Friday, 9:00 am to 6:00 pm Pacific Standard Time. Experience with a startup environment. Preferred Strong quantitative and writing skills. Ability to complete other duties as assigned. YOUR DUTIES AND TASKS: Recording all transactions to the ledger in QuickBooks Online. Reconciling the general ledger, journal entries, and bank statements. Preparing and analyzing monthly, quarterly, and annual financial statements. Analyzing monthly financials and performance metrics to improve cash flow and business efficiency. Comparing and analyzing annual budgets and cash flow forecasts with actual results. Preparing and submitting annual and quarterly taxes to city, county, state, and federal authorities. HOW TO APPLY PLEASE CLICK HERE TO APPLY California, New York, Washington, and Colorado: starting base pay for this position ranges between $17 - $50 per hour. Compensation may vary based on factors such as experience, qualifications, skills test performance, geographic location, and seniority of the position offered. Outside of California, New York, Washington, and Colorado compensation may fall outside the above ranges.

7409 Compton Ave, Los Angeles, CA 90001, USA

Accounting person needed for a construction company. (Woodland Hills)65161850066562123

Accounting person needed for a construction company. (Woodland Hills)

Summary: Seeking an accounting professional to manage financial operations and employee records for a construction company. Highlights: 1. Manage AP/AR, bookkeeping, and banking for a construction company 2. Maintain employee records and process invoices 3. Opportunity to utilize QuickBooks & Excel skills Accounting person needed for a construction company. Location: Woodland Hills, CA Schedule: Part-Time. Flexible for Full-Time. Duties: 1. Handle AP/AR and bookkeeping. 2. Maintain employee records. 3. Collect payments and process invoices. 4. Bank reconciliations, office mail, and bills. Requirements: 1. Minimum 1 year experience doing accounting in a construction company. 2. Computer savvy. 3. Strong organizational and management skills. 4. Experience with AP/AR. 5. Experience working with subcontractors. 6. Proficient with QuickBooks & Excel sheets. Compensation: $27 per hour. If interested, please email resume to: Aerecruitingla@gmail.com

21695 Yucatan Ave, Woodland Hills, CA 91364, USA

Accounting & Payroll Assistant (Encino)65161845260034124

Accounting & Payroll Assistant (Encino)

Summary: Seeking a detail-oriented Accounting & Payroll Assistant to support payroll processing and daily accounting operations, including CRM system management and QuickBooks. Highlights: 1. Support payroll processing and daily accounting operations 2. Hands-on experience with QuickBooks and CRM systems 3. Opportunity to ensure accurate financial records Accounting & Payroll Assistant for construction company Pay: $20.00 per hour (Depending on experience) Job Summary We are seeking a detail-oriented Accounting & Payroll Assistant to support payroll processing and daily accounting operations. This role includes payroll administration, contractor payments, CRM system management, and hands-on work with QuickBooks to ensure accurate financial records and efficient operations. Responsibilities -Process weekly payroll accurately using payroll software and QuickBooks. -Issue weekly checks to contractors and record payments in QuickBooks. -Enter and verify employee hours, salary changes, deductions, and tax data. -Maintain payroll and contractor records in compliance with company policies. -Perform accounts payable and accounts receivable tasks using QuickBooks. -Prepare and post journal entries related to payroll, contractor payments, and operating expenses. -Perform bank and account reconciliations in QuickBooks. -Work with the CRM system to update customer, vendor, and payment information. -Support month-end closing and basic financial reporting. -Coordinate with HR regarding new hires, terminations, and employee updates. -Identify and resolve discrepancies in payroll, accounting, and contractor payments. Qualifications -Previous experience in payroll or accounting support role preferred. -Hands-on experience with QuickBooks (required or highly preferred). -Experience issuing contractor payments and handling checks. -Experience working with CRM systems. -Basic understanding of accounting principles and payroll processes. -Strong attention to detail and organizational skills. -Ability to manage multiple tasks and meet deadlines. -Good communication and teamwork skills. -Knowledge of payroll tax regulations and labor laws is a plus. -Tagalog speaker preferred (bilingual is an advantage). Job Type: Full-time

17628 McCormick St, Encino, CA 91316, USA

Accounting (North Hollywood)65161834798851125

Accounting (North Hollywood)

Summary: Seeking a detail-oriented and reliable Accountant to manage day-to-day accounting operations, including accounts payable/receivable, financial reporting, and general ledger maintenance. Highlights: 1. Manage accounts payable and accounts receivable 2. Prepare monthly financial reports 3. Ensure accuracy and compliance with company policies We are seeking a detail-oriented and reliable Accountant to join our team. This role is ideal for someone who is organized, proactive, and comfortable handling day-to-day accounting operations. Responsibilities: -Manage accounts payable and accounts receivable -Reconcile bank and credit card statements -Prepare monthly financial reports -Maintain general ledger entries -Assist with tax filings -Work with external CPA as needed -Ensure accuracy and compliance with company policies Requirements: -Previous accounting or bookkeeping experience -Strong knowledge of accounting principles -Experience with accounting software (QuickBooks Online preferred) -Proficiency in Excel -Strong attention to detail and time management skills -Ability to work independently and meet deadlines

12816 Sherman Way, North Hollywood, CA 91605, USA

Financial Analyst (SaaS)63850684205315126

Financial Analyst (SaaS)

At Flosum, we’re building the #1 Salesforce-native DevOps and Security platform, trusted by some of the largest enterprises worldwide. As a fast-growing, bootstrapped SaaS company, we’re laser-focused on growth, discipline, and delivering real value to our customers. We’re now looking for our first Financial Analyst to join our team and take ownership of financial planning and analysis, SaaS metrics, and operational finance. This is a high-impact role where you’ll be the go-to finance partner for the business—working closely with leadership, sales, and marketing teams to ensure we’re running a disciplined and data-driven operation. As the Financial Analyst, you will: Financial Planning & Budgeting Build, manage, and maintain company budgets, including department-level budgets. Reconcile actual vs. target budgets and provide variance analysis. Partner with team leaders to review and approve budgets on a monthly basis. SaaS Metrics & Analytics Create, track, and report on core SaaS metrics (ARR, MRR, churn, retention, expansion, CAC, LTV, etc.). Provide monthly and quarterly dashboards that drive executive decision-making. Analyze pipeline, bookings, renewals, and customer trends to ensure sustainable growth. Cash Flow & Forecasting Build and maintain cash flow forecasts to ensure strong liquidity and predictability. Model financial scenarios to support executive and board-level decisions. Marketing ROI & Spend Alignment Work with the marketing team to track ROI across campaigns. Drive alignment between financial goals and marketing spend efficiency. Tools & Data Integrity Manage financial reporting through Salesforce, Excel, and Google Sheets. Ensure data cleanliness, accuracy, and alignment across systems. Operational Finance & Administration Support payroll, vendor invoices, accounts payable/receivable reconciliation. Assist with compliance, audits, and financial record-keeping. Own end-to-end reporting processes that keep leadership informed and accountable. Requirements 2–4 years of experience in Financial Planning & Analysis (FP&A), ideally in a SaaS or recurring revenue environment. Strong understanding of SaaS metrics (retention, churn, expansion, CAC, LTV, gross margin, Rule of 40, etc.). Experience creating budgets, forecasts, and financial models. Advanced proficiency in Excel and Google Sheets (formulas, pivot tables, modeling). Hands-on experience with Salesforce or similar CRM/ERP systems. Ability to work independently, stay organized, and thrive in a fast-paced environment. Excellent communication skills—you can explain financial insights clearly to non-finance teammates. High attention to detail, integrity, and accuracy. Benefits Be the first finance hire in a fast-growing SaaS company—make an outsized impact. Work directly with the CEO and leadership team to shape how we operate. Join a company that values discipline, growth, and empowerment. Competitive salary + benefits package. Opportunity for growth as the finance team scales.

San Ramon, CA, USA

Fiscal Coordinator - Authorizations63848987423107127

Fiscal Coordinator - Authorizations

Fiscal Coordinator - Authorizations Salary Range: $47,618 - $57,141 Annually GGRC is currently hiring for a Fiscal Coordinator - Authorizations. This role reviews POS, setup source of funds for residential Purchase of Services (POSs), process Supplemental Security Income (SSI) Rate Change; prepare cash receipts and other miscellaneous administrative functions in the Accounting unit. This is a hybrid schedule role offering the opportunity to work in the community, from any of our offices located in San Francisco and from the comfort of your own home. What you’ll Do: Authorization Functions Review and process all POS requests. Generate and distribute POS authorizations to vendors. Process payment adjustments due to POS Change Requests. Process retro rate change. Respond to and provide assistance to help to resolve POS Authorization questions with all customers as appropriate. Match dental invoices with existing authorizations and code invoices with applicable Schedule of Maximum Allowance (SMA) rates. Assist with year-end rollover/rollback process. Prepare/analyze reports if needed. Perform filing, filing maintenance, and file purging duties. Gather and compile requested information for internal audit and state audits. Administrative Functions Setup Source of Funds for new residential POSs. Process SSI Rate Change. Prepare cash receipts for all funds and deposit to the appropriate bank accounts. Process loan repayment through AS400 Cash Receipts Menu. Forward memorandums upon completion of deposits to the appropriate unit. Prepare loan analysis to assist Social Workers to collect existing loan balance. Miscellaneous Functions Cross train and work in numerous functions within the department as needed. Participate in special projects and assist with additional duties or tasks as assigned Provide analysis for and compile information for required reports. Work successfully within the agency and across departments to maintain high quality services and implement the goals of the regional center. Who You Are Ability to convey complex information and ideas in a clear, concise and professional manner in writing and verbally to wide audience Strong customer service and problem -solving skills Ability to work with and problem solve all levels within the organization Ability to operate basic office equipment, including scanners, copiers, faxes, phones Basic familiarity with MS Word®, MS Excel®, MS PowerPoint®, MS Outlook® or similar software applications Knowledge of accounting principles Requirements 2+ years post-secondary education Bachelor's Degree or equivalent may be substituted for two years work experience 2+ years professional experience in accounting or related field Benefits What are the benefits to working with GGRC? We offer a comprehensive benefits package including Medical and Dental benefits with a generous employer contribution and additional employer paid Life, Disability and Vision coverage 10% employer contribution to a 403(b) retirement account to help you save for the future! GENEROUS TIME OFF BENEFITS!!! No really, we mean generous: 13 vacation days, 15 sick days, 11 paid holidays, 6 personal holidays and up to 5 paid days for continuing education What makes GGRC so special? GGRC values diversity, we believe in creating an environment where people of all backgrounds can collaborate to find solutions to complex problems. We are community minded and passionate. GGRC values each person as a full, robust, and unique individual and interacts with each person in a manner that is respectful and responsive. We endeavor to place each person at the center of his, her or their own life. We approach each person as an expert on his, her or their own life and identity with a clear and attentive inquiry into what is important to, as well as important for, that one person (whether coworker or person-served, family member or other stakeholder). How to apply: GGRC values diversity; people of all backgrounds are encouraged to apply. Please complete the application and submit your most recent resume. If you feel that the questions do not accurately capture what you have to offer Golden Gate Regional Center, you are also welcome to attach a cover letter. Applications are being reviewed on a rolling basis so we encourage you to submit yours soon. We look forward to reading your application. Golden Gate Regional Center is an Equal Opportunity Employer.

San Francisco, CA, USA

$47,618-57,141/year

Senior Sales Associate63844788428931128

Senior Sales Associate

Are you motivated by leading conversations, driving your own income, getting things over the finish line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients’ needs and developing prospects. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker / dealer operations and financial services industry, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts. Location Palo Alto, California Job Type: Full-time Salaried Pay: $50,000.00 - $60,000.00 per year Base plus Bonus (Uncapped) We Offer: Base Salary, and performance bonuses, 401(k), Health, Dental, Vision, and Life Insurance, Paid time off, Tuition reimbursement Tools and training for lead prospecting, database, best practice playbooks, and guided sales application. Training in the building of a vibrant client base where one can exceed client expectations and maintaining a base of clients in the Financial Services Industry. Essential Functions and Responsibilities: Generate new business through effective networking, referral generation, and local prospecting, with a demonstrated passion and curiosity about local businesses and the start-up industry Identify key decision makers through face-to-face, phone, email, LinkedIn and other contemporary methods of prospecting Provide exceptional ongoing account management to existing clients to ensure their financial success Complete client fact finders and update financial plans. Use Redtail CRM to effectively manage both client and prospect workflow Communicate client requests to the Financial Advisor. Deepen client relationships and establish credibility and rapport both in-person and via phone Identify potential benefits and services to enhance customer’s financial relationships. Contact new/existing customers to discuss how specific investments and services can meet their needs. Prepare sales presentations/proposals to explain investments and services to a potential client. Complete expense reports, sales reports, (including referrals) and other paperwork. Verify delivery schedules, paperwork flows, mailings and promos to exceed client expectations. Attend weekly sales meeting and other meetings as required depending on position and need. Manage multiple and competing priorities on a daily basis in pursuit of business objectives. Qualification Requirements 2+ years of proven success in business development and sales. Must be a results-oriented self-starter and have a record of success working in a goal-oriented, highly accountable environment. Strong verbal and written communication and presentation skills Proficiency in MS Office Suite (Word, Advanced Excel, PowerPoint) and CRM software Ability to manage, set and meet deadlines and to operate with a sense of urgency. Excellent organizational and multitasking skills. Exceptional problem-solving skills and attention to detail. High level of professionalism with strong customer service skills. Strong Organizational and Productivity skills; able to work independently and effectively manage multiple tasks and once including long term and time sensitive projects simultaneously. Certificates, Licenses, Registration Series 7 required. Series 65/ 66 preferred. Education / Experience Bachelor’s degree preferred but not Required. Business related major a plus. Previous experience in the independent financial services firm a plus. Military experience a plus and encouraged to apply Management experience a plus Family business background a plus

Palo Alto, CA, USA

$50,000-60,000/year

Commercial Portfolio Manager - To 100K - Los Angeles, CA - Job 359063844250903425129

Commercial Portfolio Manager - To 100K - Los Angeles, CA - Job 3590

Commercial Portfolio Manager – To $100K – Los Angeles, CA – Job # 3590 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Commercial Portfolio Manager role in the Los Angeles, CA area. This selected candidate will be responsible for independently managing a Commercial Loan portfolio. The candidate will manage, acquire, and deepen a portfolio of new and existing profitable lending relationships, with a greater emphasis on maintaining a larger lending portfolio of the Bank’s existing clients. This position includes a generous salary of up to $100K and a full benefits package. (This is not a remote position.) Commercial Portfolio Manager responsibilities include: Managing a portfolio of commercial clients including monitoring loan covenants and structuring loan proposals. Underwriting and originating of new credits from existing and/or new customers including renewals, modifications, and annual reviews. Making appropriate loan structure recommendations. Proactively looks to expand client base by cultivating referral relationships, and target marketing clients/prospects in accordance with the Bank’s marketing standards. Meeting and exceeding monthly performance scorecard goals that include but, are not limited to developing new profitable business relationships. Enhancing the cross-sell ratio through the expansion and deepening of client penetration as well as job-related behaviors. Highly involved in indirect and direct sales calls as well as representing the Bank in various industry-specific trade organizations that promote the Bank’s loan growth within the desired industries. Preparing spreads, performing covenant checks, completing loan reviews, updating ticklers, and populating FDM (electronic document storage system) within a reasonable timeframe upon receipt of financial information and/or other requested documentation. Spreading, analyzing, and reviewing financial conditions, income sources, and collateral coverage of borrowers including corporations, partnerships, sole proprietors, and individuals. Collecting updated borrower financial information in accordance with periodic reporting requirements and completing scheduled loan reviews. Preparing loan presentation write-ups for management and loan committee approvals. Ensuring that loans and other assets are appropriate, and timely risk rated in accordance with the Bank’s loan policy. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Bachelor’s degree is preferred, or equivalent business experience is preferred. Four or more years of banking experience with an emphasis on relationship management and commercial lending. Strong background in prospecting for new clients and a demonstrated track record in business development. Strong organizational, time management skills, and leadership qualities. Working knowledge of financial analysis and accounting theory, and the ability to write clearly, logically, and analytically. Excellent written and oral communication skills. Ability to be a self-starter and demonstrate a strong level of initiative and commitment with a minimum level of supervision. Ability to understand accounting, including financial statement spreads, cash flows, and credit analysis. Ability to define problems, proactively identify and articulate risks, collect data, establish facts, and draw valid conclusions. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Los Angeles, CA, USA

Payments Analyst633920045103371210

Payments Analyst

Are you ready for a unique opportunity that goes beyond the typical corporate job? Join Escrow.com, a unique fintech revolutionizing secure and high-value payments. At Escrow.com, every team member has a direct impact on our business and helps shape its success. If you're a high achiever seeking a dynamic role, want to work with exceptional individuals, thrive without constant supervision, and desire to be part of a company with tremendous growth potential, then this is the perfect place for you. Escrow.com is the preferred secure transaction service for many industries from digital assets, to heavy machinery, to business acquisitions. We secure multi-million dollar transactions, trusted by high profile companies like Google, Meta, Uber, Amazon and Microsoft. When it comes to large transactions across the internet - we are there. Escrow.com is expanding its team in San Francisco and is seeking a Payments Analyst to support the processing and oversight of payments on our platform. In this role, you will be responsible for supporting the review and reconciliation of high-value transactions, ensuring proper payment handling and release. We are seeking candidates with a minimum of 2 years of accounting experience, who are eager to take on their next challenge and join one of the world's leading fintech companies. Responsibilities: Efficiently review and resolve a high volume of daily payment processing with accuracy and speed. Understand banking processes and procedures, including payment formats such as wire, ACH, and check transactions. Analyze and resolve simple to complex payment processing issues, collaborating with internal teams and external banking institutions. Effectively communicate with teams across our global offices. Hold or obtain the necessary work experience to apply for the Escrow Manager License through DFPI (Department of Financial Protection and Innovation). Provide exceptional customer support by contacting customers to provide updates on payment statuses. Identify opportunities for process improvements related to daily payment operations. Payments In: Reconcile inbound payments with created transactions throughout the day. Follow up with customers regarding payment issues through phone and email. Conduct anti-fraud procedures using internal reporting systems. Payments Out: Review completed escrow transactions to ensure fulfillment of release conditions and anti-fraud controls. Close out escrow transactions and distribute funds according to sellers' disbursement preferences. Reconcile outbound payments with closed escrow transactions throughout the day. Provide support to clients through phone and email inquiries. Requirements: Accounting or Finance qualification from an accredited college or university. Minimum 2 years of experience conducting and / or supervising accounting-related functions, including maintaining books, records, and accounts as required by legal regulations governing escrow transactions and services. Ideally prior experience in an accounting or financial analyst role. Knowledge and understanding of legal regulations governing escrow transactions and services. Previous experience as a Payments Analyst is a plus. Experience with international payments (SWIFT, IBAN) and US realtime payments (Zelle, FedNow, RTP) is a plus. Degree in accounting, business, quantitative analysis, or a related field. Willingness to work flexible hours when necessary. Excellent personal and customer service skills. Positive, enthusiastic, and hands-on approach with a strong work ethic. Ability to thrive in a fast-paced, multitasking environment. Deadline-oriented with strong verbal, written, and presentation skills. Benefits: A meritocratic culture with the ability to take ownership and fast track your career. Hackathons - Get hacking and programming in this quarterly company-wide where teams create solutions to existing problems and win prizes. The 2-day event is filled with games, events, shows, food and more. Just when you thought it couldn’t get any better: Change lives every day – Everything we do as part of our jobs contribute to improving the lives of our users on a global scale. Our mission is to provide one billion jobs. Not many companies actually make a difference like Freelancer does in providing opportunity and income to people all around the world. Fast-track your career - We boast a meritocratic culture, renowned for hiring into senior roles from within and producing many business and product leaders in the technology industry. Please note that, as a regulated business, the successful candidate may be subject to background checks, which may include fingerprinting, personal history statements, and credit reports.

San Francisco, CA, USA

3050 -Senior Director- Platform Strategy and Business Development633934973877771211

3050 -Senior Director- Platform Strategy and Business Development

Strategic Finance Department at Innovaccer The Innovaccer Strategic Finance team is responsible for driving Innovaccer’s organic and inorganic growth by (i) identifying opportunities to expand our offerings, (ii) accelerating enterprise customer relationships, (iii) identifying and activating new market opportunities and (iv) shaping strategic initiatives to accelerate long-term growth at Innovaccer. Led by the Chief Financial Officer and Chief Strategy Officer, the Strategic Finance team works directly across the Executive Leadership Team to develop strategic prioritization, drive inorganic growth and cultivate diversified Platform and partnership opportunities. About the Role We are looking for an experienced and high-energy Healthcare Strategy & Business Development professional to drive transformational initiatives at Innovaccer. The primary function of this role is to explore new verticals and opportunities for the Innovaccer Healthcare Intelligence Platform and drive transformational relationships to open up new markets and product opportunities. Primary responsibilities include: driving Platform scale and diversification through strategic collaborations across markets, cultivate and expand enterprise relationships in new markets, building and executing on new product business plans, and collaborating with C-suite on strategic market expansion and overall business growth. The successful candidate will be able to work flexibly across healthcare markets, drive commercial impact with enterprise clients in new product and market categories, build new enterprise relationships, lead strategy development and deliver commercial success end to end. Strong geographic preference for San Francisco (or ability to travel required) in order to enable direct collaboration with Chief Strategy Officer, along with CEO, COO, CFO, and various other San Francisco-based senior leaders. A Day in the Life Shape and define long-term research strategies influencing multiple product areas. Strategically and selectively explore new market segments for the Innovaccer Healthcare Intelligence Platform Assess and originate growth opportunities, focused on new markets, new product categories and new customer segments Join executive team in advancing the most strategic net new deal opportunities Manage stakeholders internally and externally to align on business models Drive, negotiate and execute deal negotiations and structuring Understand and effectively communicate the company's value proposition and solutions Support business strategy formation regarding competitive landscape and market trends What You Need Incredible self starter - ability to work independently in a fast-paced, high intensity environment Strong understanding of the healthcare market, business models and technology applications within healthcare Strong business acumen and deal making experience Illustratively, backgrounds in Management Consulting, Healthcare Technology senior leadership roles, Corporate Development, PE / VC or Investment Banking 10+ years’ relevant experience in healthcare, with good tech acumen We offer competitive benefits to set you up for success in and outside of work. Here’s What We Offer Generous Paid Time Off: Recharge and relax with 22 days of fixed time off per year, in addition to company holidays—because we believe work-life balance fuels performance. Best-in-Class Parental Leave: Spend quality time with your growing family. We offer one of the industry’s most generous parental leave policies to support you during life’s most important moments. Recognition & Rewards: We celebrate wins—big and small. Get rewarded with monetary incentives and company-wide recognition for your impact and dedication. Your hard work won’t go unnoticed. Comprehensive Insurance Coverage: Stay covered with medical, dental, and vision insurance, plus 100% company-paid short- and long-term disability and basic life insurance. Optional perks include discounted legal aid and pet insurance. Innovaccer Inc. is an equal opportunity employer. We celebrate diversity and are committed to fostering an inclusive workplace where all employees feel valued and empowered regardless of any characteristic protected by federal, state or local law including, without limitation, race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, medical condition, disability, age, marital status, or veteran status. Innovaccer Inc. participates in the E-Verify program to confirm employment eligibility of all newly hired employees based out of the U.S. and employed by Innovaccer Inc. For any additional information, please visit the below websites: E-Verify Right to Work (English) Right to Work (Spanish) Disclaimer: Innovaccer does not charge fees or require payment from individuals or agencies for securing employment with us. We do not guarantee job spots or engage in any financial transactions related to employment. If you encounter any posts or requests asking for payment or personal information, we strongly advise you to report them immediately to our HR department at px@innovaccer.com. Additionally, please exercise caution and verify the authenticity of any requests before disclosing personal and confidential information, including bank account details.

San Francisco, CA, USA

Bilingual Accounting Specialist633934917995531212

Bilingual Accounting Specialist

Job Title: Accounting Specialist **Overview:** As a vital member of the SwiftX Inc. finance team, the Accounting Specialist will be responsible for managing the day-to-day accounting operations, ensuring accuracy and compliance with financial regulations. This position requires a keen attention to detail, strong analytical skills, and the ability to communicate effectively in both Mandarin and English. **Key Responsibilities:** · Perform accounts payable and receivable duties, ensuring timely processing and reporting. · Prepare journal entries and general ledger reconciliations. · Assist in the preparation of financial statements and reports. · Support month-end and year-end closing processes. · Maintain accurate financial records and documentation in accordance with company policy. · Communicate effectively with team members and external partners regarding financial inquiries. · Collaborate with the finance team to improve processes and streamline operations. · Ensure compliance with local, state, and federal financial regulations. · Perform any other related duties as assigned. Requirements **Qualifications:** · Bachelor’s degree in Accounting or Finance. · 2+ years of relevant accounting experience. · Bilingual proficiency in Mandarin and English is required. · Strong knowledge of accounting principles and financial regulations. · Proficiency in accounting software and Microsoft Office Suite, particularly Excel. · Excellent organizational and communication skills. · Attention to detail and ability to work independently. Join us at SwiftX Inc. as we redefine the logistics industry! Apply today and become part of an innovative team dedicated to excellence. Benefits · 7 PTO days · 5 Paid Sick Leave Days · 6 Paid Holidays · 401K · Medical insurance, Dental and Vision Insurance, STD/LTD

Ontario, CA, USA

Revenue Cycle Liaison634999108608031213

Revenue Cycle Liaison

Under the direct supervision of the Sr. Manager Billing/Revenue Cycle with fiscal oversight from the Finance and Accounting department, the Revenue Cycle Liaison is responsible for the full cycle of processing and maintenance of all third party and self-pay billing generated by Tiburcio Vasquez Health Center (TVHC). The position is integral to the centralized billing team responsible for Medicare, Medi-Cal, Private Insurance, Managed Care, and other third-party billing and collections for all TVHC providers and facilities. The Revenue Cycle Liaison also provides analytical support to establish and achieve revenue cycle goals and objectives. Using industry guidelines and best practice standards, the Revenue Cycle Liaison supports optimization of department performance in a variety of areas, including, but not limited to, and claims submission and adjudication and follow-up on outstanding receivables and denials. Using standard and ad hoc reporting, the Revenue Cycle Liaison identifies opportunities for improvement and procedural enhancement. As a collaborative position, the Revenue Cycle Liaison must work together with physicians, medical assistance, front desk staff, and Finance and IT staff (and staff from other departments) to ensure the timeliness and accuracy of billing. This is a full-time benefited position working 40 hours per week, typically Monday through Friday with periodic Saturday hours. We offer excellent benefits including: medical, dental, vision (including dependent and domestic partner coverage), generous paid leave benefits including holidays, Flexible Spending Accounts, retirement plan with an Employer match, tuition reimbursement, monthly treats, pet insurance and more. Tiburcio Vasquez Health Center is a non-profit community health center that is dedicated to promoting the health and well-being of our community by providing accessible, high quality care by integrating primary care, dental care, WIC support, mental health counseling, community health education and more. Compensation: $23.00 - $27.88 per hour, depending on experience. TVHC offers compensation ranges that are determined by a thorough market-based analysis and are fully disclosed in accordance with California law. The pay for a selected candidate is determined by a variety of factors to ensure fair and equitable compensation. These factors include the candidate's experience, education, skills, training, licensure, certifications, and the specific scope of the role. We are committed to providing a competitive compensation package that extends beyond base salary, designed to support the health, wealth, and career development of our employees. Responsibilities: Establishes, maintains and updates patient accounts in accordance with TVHC policies and procedures. Works interdependently with the Finance and Accounting department to maximize patient billing under all forms of acceptable insurance reimbursement and self-pay. Responsible for the timely follow up on denied Remittance Advice/Explanation of Benefits (RA/EOB) for all insurance claims. Develop well-supported, patient specific appeal arguments to submit to payers, where an appeal is warranted (e.g. medical necessity, prior authorization). Communicates regularly with the management staff, as appropriate, to ensure the smooth and efficient workflow and processes throughout the Health Centers. Maintains current knowledge of billing practices, procedure codes, and patient insurances. Enlists the assistance of the Chief Financial Officer and/or her/his designee in questions of compliance, “red flag” activity, proper handling of cash receivables, and other matters involving fiscal responsibility in patient accounts. Monitors workflow for multiple sites to accomplish timely billing cycles, submitting all records on a monthly schedule without fail and without compromise to accuracy. Observes highest degree of confidentiality protocols to prevent compromise of patient records. Provides superior customer service to all patients and takes a solutions-oriented approach to all complaints related to patient billing issues. Ensures patient records' integrity, including daily computer data back-up. Demonstrates ability to meet or exceed Service Excellence Standards of TVHC, Inc. Performs other duties as assigned. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and expectations required of the position. Requirements Bilingual in English and Spanish required. Two years medical practice billing experience; medical practice front-end experience and understanding preferred. Must have excellent oral and written communication skills. Must have advanced analytical skills, including data analysis and procedure review. Proficiency with Microsoft Office applications, particularly Excel, Word and PowerPoint. Report production and presentation skills. Excellent interpersonal skills. Highly developed customer service skills. Ability to relate well to physicians, other front office administrators, staff, and billing management. Experience with EPIC Electronic Billing, and EHR in an FQHC environment preferred Education and Experience High school graduate or equivalent required Associates degree in accounting or related field highly preferred. Coding and billing courses completed required Experience with EPM/EMR software systems preferably EPIC 1+ Years Accounts Receivable experience including Billing, Reconciliations, and Collections. Intermediate level MS Excel, Ten-Key by touch, must be detail oriented, decipher contract language, and compute billing adjustments manually. Benefits This is a full-time benefited position working 40 hours per week, typically Monday through Friday with periodic Saturday hours. We offer excellent benefits including: medical, dental, vision (including dependent and domestic partner coverage), generous paid leave benefits including holidays, Flexible Spending Accounts, retirement plan with an Employer match, tuition reimbursement, monthly treats, pet insurance and more.

Hayward, CA, USA

Broker634997798757131214

At Windermere Real Estate, we’re more than just a brokerage; we’re a community of passionate professionals who truly care about helping people reach their real estate goals. We believe in building real relationships, giving back to the neighborhoods we serve, and making every client experience feel personal, supportive, and a little extraordinary. We’re on the lookout for a motivated and people-focused Broker to join our supportive and collaborative team! In this role, you'll be more than just a salesperson, and you’ll be a trusted guide, helping clients navigate every step of their home buying or selling journey. At Windermere Real Estate, we value diversity and inclusivity. We believe that our team is stronger when we embrace different perspectives and backgrounds. Join our team and be part of a community that is dedicated to making a positive impact in the real estate industry.#LI-Hybrid Responsibilities Assess clients’ needs, preferences, and financial capacity to recommend appropriate real estate solutions Conduct detailed comparative market analyses to determine property values and pricing strategies accurately Prepare and manage all necessary documentation, including contracts, agreements, leases, and closing statements, in compliance with legal and regulatory standards Maintain and regularly update property listings to ensure accurate and current market representation Professionally present, promote, and market residential and commercial properties to prospective buyers and investors Requirements Proven sales success in the real estate industry or a strong background in a sales-driven environment Personable and approachable with excellent interpersonal and client service skills Exceptional communication and negotiation abilities to guide clients through real estate transactions confidently Tech-savvy, with basic computer skills and familiarity with Microsoft Office and common CRM tools Self-motivated and team-oriented, capable of working independently while collaborating effectively Reliable transportation and a valid driver’s license are required for property visits and client meetings Must be 18 years or older and eligible to work in the country Benefits Instant credibility by leveraging our 50 years of experience Professional Training – Online and live continued education available Integrated Tech - Personalized website, CRM, presentation tools, and more Dynamic Marketing - Upscale marketing for your print or digital marketing needs Much, much, more we can discuss on the interview Flexible work schedule Ongoing training Perks and discounts 401K plan Offered Unlimited learning potential Estimated Commissions between $99,807.00 to $114,504.00 (DOE) By applying for this position, I provide my consent and electronic signature authorizing Windermere Careers, to deliver or cause to be delivered telephonic sales calls, including calls, text msgs, or voicemail, to me at the phone number above using an automated system for the selection or dialing of phone numbers or the playing of a recorded message when a connection is completed, and by other means. I understand that I am not required to directly or indirectly consent, and I do not have to agree as a condition of purchasing any property, goods, or services. I understand that I can opt out by texting “stop” to these calls and that msg fees may apply.

Gilroy, CA 95020, USA

$99,807-114,504

Financial Counselor (Sacramento)633934970970891215

Financial Counselor (Sacramento)

POSITION TITLE: Financial Counselor REPORTS TO (TITLE): Business Office Manager SCHEDULE BEING OFFERED: Tuesday - Friday: 8:00 am - 4:30 pm Saturday: 12:00 pm - 8:30 pm DESCRIPTION OF POSITION: The Financial Counselor is responsible for admission of patients including patient interviews, admitting forms, room assignments and some cashiering. Duties include facilitating information to respond to inquiries pertaining to admissions and billing questions. KEY RESPONSIBILITIES: Patient Admissions: Arranges patient admission to facility. Receives and interviews incoming patients or relatives to obtain pertinent data and verify insurance coverage. Types and processes necessary admission paperwork. Ensures timely communication of patient admission to other departments. Financial Counseling: Provides financial options to patients and authorized family members prior to admission. Assists in resolution of routine admitting inquiries. May also interface with medical staff for information required for patient admissions. Set up and record payments for patient services: Set up payment arrangement with self-pay patients. Collects co-payments when applicable. Supplemental Receptionist Coverage: Able to fill in to help the Reception Desk if needed, including answering and redirecting phone calls, greeting and providing callers or visitors with information, and duties related to this coverage as requested. Requirements Knowledge and Experience: High school degree or equivalent Two years of healthcare experience Two years of insurance verification experience Experience with Medi-Cal/Healthcare insurance verification and billing preferred. Current NCI equivalent as approved by the Chief Nursing Officer (or obtained within the first 30 days of hire). Knowledge of CPT/ICD-10 coding helpful. Thorough knowledge of medical terminology. Knows what a copay, coinsurance, deductible and an out-of-pocket maximum are Knows how these affect claim adjudication and patient responsibility Knows how to calculate patient’s estimated responsibility based on benefits and scheduled procedure(s) using Excel Knows how to read and interpret insurance benefits Current CPI Certification ( or obtained within first 30 days of hire) Current BLS Certification (or obtained within first 30 days of hire) Skills and Abilities: Strong understanding of different insurance products such as HMO, PPO, and Medicare Advantage plans. Strong organizational skills with ability to prioritize projects, work relatively independently, manage multiple tasks, and meet deadlines. Comfortable talking to patients about their estimated balances and explaining benefits. Sensitivity to and willingness to interact with persons of various social, cultural, economic and educational backgrounds. Maintains confidentially of patients at all times. Proficiency with software and/or equipment (Microsoft Office applications including Outlook, Word, Excel and PowerPoint.) Strong written and verbal communication skills. Ability to work independently and as part of a team. Good judgment, problem solving and decision-making skills. Excels in achieving and exceeding goals. Ability to work in a fast-paced, expanding organization. Physical Requirements: While performing the duties of this job, this position is frequently required to do the following: Use standard office equipment and access, input, and retrieve information from a computer. Use computer keyboard with manual and finger dexterity and wrist-finger speed sufficient to perform repetitive actions efficiently for extended periods of time. Communicate effectively in person or via telephone in a manner which can be understood by those with whom the person is speaking, including a diverse population. Give and follow verbal and written instructions with attention to detail and accuracy. Perform complex mental functions and basic arithmetic functions; interpret complex laws, regulations, and policies; collect, interpret, and/or analyze complex data and information. Vision: see details of objects at close range. Coordinate multiple tasks simultaneously. Reach forward, up, down, and to the side. Sit or stand for minimum periods of one hour at a time and come and go from the work area repeatedly throughout the day. Lift fifteen (15) pounds. Benefits Medical Vision Dental 401(k) 3.5 Weeks Paid Time Off $25,000 Life insurance policy is provided at no charge to the employee Pay Scale: $21.00-$25.00

Sacramento, CA, USA

Billing Representative633934901203231216

Billing Representative

Under the direct supervision of the Sr. Manager Billing/Revenue Cycle with fiscal oversight from the Finance and Accounting department, the Billing Representative is responsible for the full cycle of processing and maintenance of all third party and self-pay billing generated by Tiburcio Vasquez Health Center (TVHC). The position is integral to the centralized billing team responsible for Medicare, Medi-Cal, Private Insurance, Managed Care, and other third-party billing and collections for all TVHC providers and facilities. The Billing Representative also provides analytical support to establish and achieve revenue cycle goals and objectives. Using industry guidelines and best practice standards, the Billing Representative supports optimization of department performance in a variety of areas, including, but not limited to, and claims submission and adjudication and follow-up on outstanding receivables and denials. Using standard and ad hoc reporting, the Billing Representative identifies opportunities for improvement and procedural enhancement. As a collaborative position, the Billing Representative must work together with physicians, medical assistance, front desk staff, and Finance and IT staff (and staff from other departments) to ensure the timeliness and accuracy of billing. This is a full-time benefited position working 40 hours per week, typically Monday through Friday with periodic Saturday hours. We offer excellent benefits including: medical, dental, vision (including dependent and domestic partner coverage), generous paid leave benefits including holidays, Flexible Spending Accounts, retirement plan with an Employer match, tuition reimbursement, monthly treats, pet insurance and more. Tiburcio Vasquez Health Center is a non-profit community health center that is dedicated to promoting the health and well-being of our community by providing accessible, high quality care by integrating primary care, dental care, WIC support, mental health counseling, community health education and more. Compensation: $23.00 - $27.88 per hour, depending on experience. TVHC offers compensation ranges that are determined by a thorough market-based analysis and are fully disclosed in accordance with California law. The pay for a selected candidate is determined by a variety of factors to ensure fair and equitable compensation. These factors include the candidate's experience, education, skills, training, licensure, certifications, and the specific scope of the role. We are committed to providing a competitive compensation package that extends beyond base salary, designed to support the health, wealth, and career development of our employees. Responsibilities: Establishes, maintains and updates patient accounts in accordance with TVHC policies and procedures. Works interdependently with the Finance and Accounting department to maximize patient billing under all forms of acceptable insurance reimbursement and self-pay. Responsible for the timely follow up on denied Remittance Advice/Explanation of Benefits (RA/EOB) for all insurance claims. Develop well-supported, patient specific appeal arguments to submit to payers, where an appeal is warranted (e.g. medical necessity, prior authorization). Communicates regularly with the management staff, as appropriate, to ensure the smooth and efficient workflow and processes throughout the Health Centers. Maintains current knowledge of billing practices, procedure codes, and patient insurances. Enlists the assistance of the Chief Financial Officer and/or her/his designee in questions of compliance, “red flag” activity, proper handling of cash receivables, and other matters involving fiscal responsibility in patient accounts. Monitors workflow for multiple sites to accomplish timely billing cycles, submitting all records on a monthly schedule without fail and without compromise to accuracy. Observes highest degree of confidentiality protocols to prevent compromise of patient records. Provides superior customer service to all patients and takes a solutions-oriented approach to all complaints related to patient billing issues. Ensures patient records' integrity, including daily computer data back-up. Demonstrates ability to meet or exceed Service Excellence Standards of TVHC, Inc. Performs other duties as assigned. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and expectations required of the position. Requirements Bilingual in English and Spanish required. Two years medical practice billing experience; medical practice front-end experience and understanding preferred. Must have excellent oral and written communication skills. Must have advanced analytical skills, including data analysis and procedure review. Proficiency with Microsoft Office applications, particularly Excel, Word and PowerPoint. Report production and presentation skills. Excellent interpersonal skills. Highly developed customer service skills. Ability to relate well to physicians, other front office administrators, staff, and billing management. Experience with EPIC Electronic Billing, and EHR in an FQHC environment preferred Education and Experience High school graduate or equivalent required Associates degree in accounting or related field highly preferred. Coding and billing courses completed preferred. Experience with EPM/EMR software systems preferably EPIC 1+ Years Accounts Receivable experience including Billing, Reconciliations, and Collections. Intermediate level MS Excel, Ten-Key by touch, must be detail oriented, decipher contract language, and compute billing adjustments manually. Benefits This is a full-time benefited position working 40 hours per week, typically Monday through Friday with periodic Saturday hours. We offer excellent benefits including: medical, dental, vision (including dependent and domestic partner coverage), generous paid leave benefits including holidays, Flexible Spending Accounts, retirement plan with an Employer match, tuition reimbursement, monthly treats, pet insurance and more.

Hayward, CA, USA

Loan Setup & Disclosures Specialist633920814927391217

Loan Setup & Disclosures Specialist

About JMAC Lending: With over 25 years of experience, JMAC Lending has been dedicated to enhancing the client experience through our cutting-edge products, outstanding service, and unwavering support. We are committed to empowering our partners and driving business growth together. Our culture is centered around exceeding current market options, making us the preferred lender for our clients. Our team boasts impressive credentials and engages in continuous learning, ensuring a perfect blend of knowledge and expertise. Built on a foundation of ethical integrity, our company efficiently and skillfully delivers competitive product pricing for both wholesale and correspondent lending, prioritizing our clients' needs. The Opportunity: The Loan Setup & Disclosures Specialist plays a crucial role in reviewing and facilitating the setup of loan files for underwriting submission. They are also responsible for ensuring that all disclosures are properly issued and that compliance requirements are thoroughly met throughout the loan process. This is a Full-Time/Fully In-Office opportunity offering competitive pay ranging from $23.40-$28.60 per hour. Job Duties and Responsibilities: Review/Prepare Initial Disclosures Review initial disclosures provided by clients to validate compliance and ensure timing requirements have been met. Prepare initial disclosures for client to review or issue to meet timing requirements. Review Submission Requests Review loan submission documents for completeness to submit to underwriting. Index and status submission documents accordingly. Add conditions for required items that are missing at the time of submission. Issue Notice of Incomplete Application for incomplete submission files. Review and Redisclose Change of Circumstance Review COC requests to confirm validity and determine if redisclosing is required. Redisclose disclosures within TRID timing requirements. Issue Closing Disclosures Validate Closing Disclosure requests on Doc Request Form. Communicate with client and settlement agent for required documentation to prepare an accurate Closing Disclosure. Confirm Closing Disclosure meets loan term requirements and compliance. Task Coordination and Communication Assist clients with disclosure and submission related issues or questions. Ensure all items received in the disclosures mailbox are addressed within the required turn time such as: Service Level Agreements (SLA), COC requests and Initial Closing Disclosure requests. Mail disclosures that have not been consented within TRID timing requirements. Manage pipelines and dashboards to ensure tasks are completed within turn time. Requirements Minimum two years of mortgage related role(s) Knowledge in TILA-RESPA integrated disclosures (TRID) guidelines Understanding in the following loan programs: Conventional, Government, Jumbo and Non-QM High School Diploma or equivalent Proficient in using mortgage loan operating software and systems Strong computer skills, including proficiency in Microsoft Office applications Excellent written and verbal communication skills for interacting with internal and external relationships High level of attention to detail Ability to manage multiple tasks and prioritize workload to meet deadlines Ability to work effectively in a team and collaborate with other departments Flexibility to adapt to changes in policies and procedures Benefits Comprehensive Health Care Package (Medical, Dental & Vision) Life Insurance Options (Basic, Voluntary & AD&D) Generous Paid Time Off (Vacation & Holidays) Retirement Savings Plan (401k) Short-Term & Long-Term Disability Coverage Family Leave Benefits Wellness Support Resources JMAC Lending, Inc. is an Equal Employment Employer. We are committed to workforce diversity. Qualified applicants will receive consideration without regards to age, race, religion, sex, sexual orientation, gender identity or national origin. DISCLAIMER: JMAC Lending is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.

Costa Mesa, CA, USA

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