Investment Grade Credit Trader page is loaded## Investment Grade Credit Traderlocations: Newport Beach CA-700time type: Full timeposted on: Posted 30+ Days Agojob requisition id: R15422**Job Description:**We're actively seeking an experienced **Investment Grade Credit Trader** to join our growing Pacific Life Investments (PLI) team with a strong preference for candidates who have traded or managed assets on behalf of insurance companies. In this high-impact role, you'll execute trades directed by Portfolio Management in investment grade corporate bonds, with a focus on aligning with insurance General Account mandates and portfolio objectives. The ideal candidate will bring over 8 years of experience in investment grade credit markets and have a deep understanding of the unique regulatory, capital, and risk considerations involved in managing insurance portfolios. **This position will be located in our Newport Beach office.****How you'll help move us forward:*** Collaborate with portfolio managers, credit analysts, and portfolio strategy to support liability-driven investment strategies.* Monitor market conditions, credit spreads, and liquidity to help Portfolio Managers identify relative value opportunities and price anomalies.* Maintain strong relationships with broker-dealers and internal stakeholders to ensure best execution and market insight.* Contribute to the development of trading strategies, tools, and processes tailored to insurance asset management.* Ensure compliance with NAIC guidelines, internal risk limits, and regulatory requirements.**The experience you bring:*** 8+ years of sell-side or buy-side experience trading investment grade credit, preferably with direct exposure to insurance asset management or trading on behalf of insurance clients.* Strong understanding of insurance General Account portfolio objectives, regulatory capital considerations, and asset-liability management (ALM).* Demonstrated expertise in executing trades across U.S. and global investment grade corporate bonds, including primary and secondary markets.* Proficiency in Bloomberg, Excel, and fixed income analytics platforms. Experience with electronic trading platforms (e.g., MarketAxess, Tradeweb) is a plus.* Excellent communication, collaboration, and decision-making skills.* Upholds the highest standards of ethics and integrity.* Bachelor's degree in Finance, Economics, Mathematics, Statistics, or a related field; CFA designation or advanced degree preferred.**You can be who you are.**People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at Instagram.com/lifeatpacificlife. #LI-AJ1**Base Pay Range:**The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.$180,180.00 - $220,220.00**Your Benefits Start Day 1**Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.* Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents* Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off* Paid Parental Leave as well as an Adoption Assistance Program* Competitive 401k savings plan with company match and an additional contribution regardless of participation**EEO Statement:***Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.*At Pacific Life, we believe that success comes down to our people. That's why we're committed to embracing a flexible, diverse, and inclusive workplace where you can be your best self and do your best work. Our people-first culture creates a sense of belonging and prioritizes employee wellbeing, empowering you to achieve your full potential through our holistic health benefits, flexible working options, and a vibrant community of people working towards a shared purpose. You can connect with colleagues through employee connections groups, sharing your passions, interests, and ideas. Learn more about our .
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$62k-103k yearly est. 2d ago
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Finance Manager
KCG Search
Finance associate job in Irvine, CA
Finance Manager | Real Estate Development & Investment
We're partnering with a fast-growing, entrepreneurial real estate development firm. This is a hands-on Finance Manager role for someone who enjoys working close to the deals, collaborating across teams, and helping scale a growing platform.
This role offers visibility, autonomy, and the opportunity to make a real impact - not just maintain models.
Why This Role Stands Out
Exposure to acquisitions, development, and asset-level decision making
Direct partnership with senior leadership
A nimble environment where ideas are welcomed and execution matters
Meaningful work tied to community impact
What You'll Be Doing
Investment & Development Finance
Build and maintain underwriting and pro forma models for new and existing projects
Support acquisition analysis and investment committee materials
Lead financial due diligence efforts, including data room coordination and timelines
Project Finance
Partner with internal teams and external consultants to deliver applications
Support equity and debt closings alongside senior finance leadership
Maintain project documentation throughout the lifecycle
FP&A & Portfolio Support
Develop and manage asset-level budgets and forecasts
Create consolidated corporate financial models and reporting
Prepare cash flow forecasts, capital call schedules, and variance analyses
Work closely with Asset Management on reporting accuracy and controls
Leadership & Collaboration
Serve as a financial resource to internal teams and external partners
Mentor and develop junior analysts through hands-on coaching
Ensure compliance with JV agreements, loan documents, and operating agreements
Required Experience
Bachelor's degree in Finance, Accounting, or related field (or equivalent experience)
Strong real estate finance background; LIHTC experience highly preferred
Advanced Excel and financial modeling skills
Experience building and maintaining complex cash flow and waterfall models
Comfortable working across multiple projects and deadlines
Clear communicator who can work with investors, lenders, and partners
Organized, proactive, and solutions-oriented
Experience with Yardi or similar property management systems a plus
Exposure to affordable housing or mission-driven real estate platforms a plus
Compensation & Location
Competitive base salary + bonus
Hybrid work environment (details shared during conversation)
$86k-122k yearly est. 1d ago
Leveraged Finance Associate - Los Angeles
Sonder Consultants 4.4
Finance associate job in Los Angeles, CA
Leveraged Finance - Los Angeles
The Firm & Opportunity
An AmLaw 15 firm is continuing to invest in its Leveraged Finance presence in Los Angeles within an elite, sponsor-facing Finance platform. The practice advises on complex institutional and sponsor-driven financings and operates in close coordination with New York on high-profile matters, while maintaining a clear West Coast orientation.
Associates in this group work closely with an exceptional partner and are part of a practice that is steadily expanding its footprint and capturing increased market share in a competitive segment of the finance market. The opportunity offers exposure to sophisticated deal work within a growing practice at an elite firm, with a long-term view toward depth, durability, and excellence rather than short-term expansion.
Hiring Profile
The group is seeking mid-level and senior associates with experience across leveraged buyout financings, acquisition facilities, refinancings, amendments, and related sponsor-side or lender-side work. Candidates should be comfortable operating in fast-paced, cross-office deal environments and managing sophisticated transactions with increasing autonomy.
Additional qualifications include:
Elite academic credentials; Juris Doctor from an ABA-accredited law school
Training at a top-tier BigLaw platform
California Bar admission preferred, or eligibility to sit for the California Bar
Why This Role
This is an opportunity to join a practice in true growth mode within an elite platform, offering early responsibility, visibility, and the ability to help shape a newer Leveraged Finance group.
Why This Firm
The Los Angeles office has become a strategic priority for the firm and continues to grow rapidly, with meaningful investment in people, space, and practice development. The culture is collaborative and supportive, with a strong emphasis on professionalism, respect, and family.
Located in Century City, the office provides a best-in-class workplace experience, including daily lunch options, robust support resources, and leadership that is present and engaged. The firm places particular emphasis on long-term associate development and well-being.
Interested?
For a confidential discussion, please contact Cole Evarts at *********************************.
About Sonder Consultants
Sonder Consultants is a global legal search and recruitment consultancy focused on private practice appointments across major legal markets. We advise with discretion, market insight, and a long-term perspective on career strategy.
$46k-80k yearly est. 4d ago
Financial Analyst
Omninet Capital
Finance associate job in Los Angeles, CA
Omninet Capital is seeking a highly motivated Financial Analyst to join the team in Beverly Hills. This is a hands-on, entry-level opportunity suited for an individual who is analytical, detail-oriented, and passionate about real estate finance. The Financial Analyst will support the acquisitions, asset management, and development teams by building financial models, conducting entitlement reviews, and performing market and investment analysis.
This is a great opportunity for someone eager to grow their career in real estate with exposure to high-volume deal flow and cross-functional teams.
Key Responsibilities
Develop and maintain detailed Excel-based financial models for underwriting and investment analysis
Analyze market trends, rent comps, and deal performance across multifamily and commercial assets
Prepare investment memos and assist with internal presentations to senior leadership
Conduct due diligence reviews including lease audits, financial statements, and market research
Collaborate with acquisitions, construction, and asset management teams throughout the deal cycle and external parties like banks, brokers
Monitor key financial metrics including IRR, equity multiple, and cash-on-cash returns
Qualifications
Bachelor's degree in Finance, Real Estate, Economics, Accounting, or a related field
1+ years of experience in financial analysis, real estate, or investment environments
Strong proficiency in Microsoft Excel must be comfortable building and auditing complex models
Exceptional attention to detail, analytical thinking, and organizational skills
Understanding of real estate financial metrics, entitlements, and valuation principles
Strong written and verbal communication skills
Familiarity with real estate platforms such as CoStar, Yardi, Argus, or similar tools is a plus
Omninet Capital, LLC is an Equal Opportunity Employer and is committed to maintaining a workplace free from discrimination and harassment. We recruit, employ, train, compensate, and promote without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, veteran or military status, or any other status protected by applicable federal, state, or local laws.
All employment decisions are based on qualifications, merit, and business needs. Omninet complies with all applicable state and local fair employment practices laws, including the California Fair Employment and Housing Act (FEHA).
$60k-90k yearly est. 4d ago
Financial Analyst
RETS Associates
Finance associate job in Irvine, CA
RETS Associates has been retained by well-known private developer to recruit for a Financial Analyst based in Irvine, CA. The Analyst will support management in the evaluation and execution of ground-up development and investment opportunities while assisting with ongoing regional operations and strategic initiatives.
Responsibilities
Analyze markets and identify development and acquisition opportunities
Build and evaluate financial models (cash flow, IRR, waterfalls, exit scenarios)
Support due diligence efforts and assist with PSA and legal document review
Prepare investment committee materials, business plans, and presentations
Assist with lease structuring, construction financing, joint ventures, and capital raises
Track budgets, proformas, and development costs; analyze forecast vs. actual results
Participate in entitlement processes and construction coordination
Maintain regional market data and provide insights on market conditions
Collaborate cross-functionally with design, construction, accounting, legal, and finance teams
Qualifications
Bachelor's degree required; Master's or MBA preferred
2-3 years of experience in real estate development, finance, capital markets, or brokerage
Strong financial modeling and analytical skills
Proficiency in Excel, Word, PowerPoint; basic ARGUS knowledge
Detail-oriented, adaptable, and effective in a fast-paced environment
Willing to travel up to 25%
NO OUT OF STATE CANDIDATES PLEASE - YOU MUST LIVE WITHIN A COMMUTABLE DISTANCE TO COSTA MESA, CA - THIS IS AN ON-SITE POSITION. THANK YOU.
At The Mogharebi Group (TMG), we take a partnership approach to our work, prioritizing understanding our clients' businesses and goals before developing tailored solutions. Our focus is on building long-term relationships and value creation, not just transactions. Through leveraging TMG's shared knowledge, clients sell and purchase multifamily assets with certainty.
Role Description
We are seeking a skilled
Multifamily Commercial Real Estate
Financial/Investment Analyst /Underwriter to join our team. In this position, you will play a crucial role in analyzing real estate investments and providing valuable insights to support our Sales Advisors in the representation of Multifamily property owners.
Responsibilities:
- Evaluate financial performance of multifamily real estate assets
- Collaborate with the team to assess potential real estate acquisitions and dispositions
- Analyze loan processing and underwriting procedures
- Utilize financial acumen to interpret and present data effectively
- Collect, organize, and maintain data related to real estate investments
- Generate reports and presentations on financial analysis findings
Experience:
The ideal candidate must possess the following skills:
- 2+ years' on-the-job experience evaluating and underwriting Multifamily properties (this is critical)
- Experience valuating market rate deals with some affordable knowledge a plus
- Strong mathematical and Excel skills
- Proficiency in quantitative research techniques
- Familiarity with underwriting processes from the brokerage side
- Solid financial acumen and understanding of financial concepts
- Ability to collect and analyze data for informed decision-making
Experience in Affordable Housing programs and how they affect financial analysis, LIHTC, SEC. 8, HUD, TCAC, HAP, etc., is a plus!
Joining our team as a skilled Real Estate Analyst on the brokerage side offers an exciting opportunity to work in a dynamic environment where your analytical skills will be valued and further developed.
Benefits:
401(k)
Health, dental and vision insurance
15 days paid time off, 10 holidays observed
Weekly Schedule: 1 day remote, 4 days in-office in Costa Mesa, CA
$59k-88k yearly est. 3d ago
Part Time Financial Administrative Representative
APR Consulting 4.6
Finance associate job in Los Angeles, CA
Type: Contract
Job #86226
APR Consulting, Inc. has been engaged to identify an ER Financial Representative ER Financial Representative
Pay Rate: $24.57/hr
Duration: 13 weeks
Expected Shift: 5:00 PM- 1:30 AM Part Time Includes weekends (3 days in a week)
Training: Day Shift Monday to Friday (1-2 weeks)
POSITION SUMMARY
The Emergency Financial Representative is responsible for ensuring reimbursement to client from patients or other responsible parties along with assisting patients in understanding their health care insurance coverage by determining eligibility, benefits and utilization requirements.
The Emergency Financial Representative is responsible for up-front POS collections, along with financially securing patients accounts by setting up appropriate financial arrangements with patients to avoid bad debt.
The Emergency Financial Representative when appropriate assists patients in accessing programs such as Medi-Cal, Uncompensated Care, and Hospital Presumptive Eligibility. Emergency Financial Representative will focus on individual performance in registration and financial counseling, Key Performance Indicators and expediting approvals by gathering and completing forms before the patient is discharged from the Emergency department. Emergency Financial Representative will continue to enhance their registration and the fundamental financial knowledge and skill set required and expected of this role, which is inclusive of the diverse financial programs offered at PIH Health. The Emergency Financial Representative's interaction with patients will only transpire after a medical screening exam has been performed. All patients are seen regardless of their insurance coverage or their ability to pay. The Emergency Financial Representative will complete the comprehensive training program and certification as required to facilitate eligibility for Hospital Presumptive Eligibility qualifications when necessary.
SPECIFIC SKILLS NEEDED
Demonstrates a clear understanding of PIH Health mission and values
Ability to work directly with the insurance company, healthcare provider, and patients
Ability to generate revenue with POS collections, establishing payment arrangements, along with collecting on all Self-Pay and/or high liability accounts at the point of registration.
EMTALA knowledge and experience
Demonstrates attention to detail and follow up process
Demonstrates ability to communicate effectively and tactfully with patients, healthcare providers and insurance companies
Excellent English reading, comprehension and written skills to include spelling skills and penmanship
Excellent Mathematical skills; ability to calculate copay or percentage of financial estimate amount due and/or establish payment arrangements accurately.
Ability to follow directions as outlined in policies or given by supervisor
Strong computer skills to include typing 45+ wpm minimum and in MS office programs
Excellent organizational skills
Ability to exercise independent judgment at times of need and emergency situations
Bilingual preferred
Interacts with all levels of hospital and outside vendor staff and knowledge of government regulations
Ability to multi-task in a fast and high pressure environment Stringent adherence to all
privacy policies and procedures and as required by state and federal law including and not limited to the HIPPA Security and Privacy Rules
Strong analytical skills, problem solving. The ability to act and decide accordingly.
EDUCATION/EXPERIENCE/TRAINING
Required
• Minimum of two (2) year experience in front office/medical billing and/or current hospital registration/admitting
• Minimum of two (2) year experience in insurance verification and/or medical/hospital billing.
• High school graduate required or equivalent
• Knowledge of eligibility requirements for Medi-Cal, Hospital Presumptive Eligibility Program, Medicare, Covered California, Cobra, limited benefit plans, VVC and Uncompensated Care Programs. IPA knowledge
• Medical terminology
• Non-Violent Crisis Intervention (NCI) Certification within three (3) months of hire date
• LA City Fire Card within 2 week of employment (PIHGS Only)
Preferred:
• Evidence of continuing education in Finance, Accounting or Business Administration
Our client is the one of the largest Healthcare Staffing Provider in the United States, to be assigned at one of their affiliated hospitals/healthcare facilities.
This particular client is requiring that all new hires show proof of vaccination. However, accommodations may be made for those with disabilities or religious reasons who cannot obtain a vaccine.
Since 1980 APR Consulting, Inc. has provided professional recruiting and contingent workforce solutions to a diverse mix of clients, industries, and skill sets nationwide.
$24.6 hourly 1d ago
Relationship Banker - Claremont, CA
Banktalent HQ
Finance associate job in Claremont, CA
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards.
We are looking for a Relationship Banker (Commercial Lending) in Claremont, CA. This role focuses on identifying appropriate lending opportunities, soliciting, and developing all types of business activity, specializing in commercial loans and participates in the development of overall commercial loan objectives, policies and practices.
Essential Functions:
Proven experience in commercial and business lending, including credit analysis and loan structuring
Responsible for acquiring, analyzing and maintaining client relationships.
Provides suitable credit, deposit or other banking services as well as counsel and advice to best meet clients' needs.
Analyzes risks and profitability of assigned client base to ensure ongoing profitability and conformity with credit terms.
Solicits the sale of additional products and services to meet clients' needs.
Develops and implements marketing plans for expanding business.
Negotiates loan terms and conditions.
Remains well versed in industrial, economic and financial situations relating to assigned clients.
May be assigned specialized industry or market segments.
Other duties as assigned.
Qualifications:
Requires a bachelor's degree in business, finance or a related field and 2+ years commercial lending, credit associated lending and bank sales experience.
A combination of education and experience may meet requirements.
Basic knowledge of bank products, credit and commercial lending techniques and procedures.
Ability to expand loans, client relationships and bank products.
Must have good interpersonal, oral and written communication skills needed to create relationships with loan clients.
Good analytical and negotiation skills.
Limited use and/or application of basic lending principles, theories, and concepts.
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
Employee Ambassador preferred banking products
This position is eligible to earn a base salary in the range of $75,000 to $95,000 hourly depending on job-related factors such as level of experience.
$75k-95k yearly 2d ago
Member Financial Specialist
Unify Financial Credit Union 4.0
Finance associate job in Camarillo, CA
As a Member Financial Specialist, you'll help UNIFY's credit union members safeguard their assets!
At UNIFY, you matter and are supported, because your success is integral in the overall success of the team and experience of our members.
Our members are the priority. As a Credit Union we are not driven by profit margins and stock prices (like other financial institutions...).
We are all about making sure that our members get the knowledge and assistance they need. The Member Financial Specialists work directly with members to do just that!
Daily, you will
Listen to understand members' needs.
Resolve member issues regarding their existing financial products (checking, savings, credit cards, loans, etc.).
Provide solutions based on training and available resources.
Build upon concepts and become a trusted expert.
Have passion to help and compassion to understand.
Work in various platforms within the branch.
What you will get from us:
Competitive pay: Base wage starts at $25 per hour.
A clearly defined career path with promotion opportunities based on your performance.
Three weeks of job-preparedness training
A leadership team committed to motivation and a positive environment.
A culture of inclusivity, belonging and fairness
Health benefits, PTO, tuition reimbursement, 401K, and health and wellness incentives
What we need from you:
Passion for helping people and an empathetic ear to our member's needs.
Thirst for knowledge and desire to grow.
Ability to build relationships with credit union members and teammates.
Willingness to make outbound follow-up calls to credit union members.
Ability to change in daily tasks, procedures, and workspace.
High school diploma or equivalent
Computer experience, including ability to type documentation while listening and engaging.
____________________________________________________________________
Overview:
UNIFY Financial Credit Union is one of the nation's largest 100 credit unions with a reputation for being financially sound and growth-oriented. We're expanding rapidly to meet the needs of a growing member base. At UNIFY, our team members work together to strive toward a common goal, "providing superior service to our members." In doing so, we promote a culture where your ideas matter, your growth matters, and you matter. We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful
Summary:
The Member Financial Specialist is a key branch team member that will perform both service and sales activities.
MFS's will identify opportunities and take actions to expand our memberships, shares and consumer loan growth, through outbound calling, profiling members and generating internal referrals. MFS's will also enhance existing relationships with credit union members in the branch by identifying financial needs and recommending convenient, efficient, and thoughtful financial solutions. This role will assist our members with all products, including Consumer and Real Estate loans, general inquiries, recommending self-service technologies, and processing standard credit union transactions such as deposits and check cashing as needed.
Successful candidates should have a working knowledge of sales and member service practices and procedures in a financial institution.
Essential Duties & Responsibilities:
Responds to new and existing member inquiries, facilitates opening of accounts and recommends related Credit Union products and services based on a financial needs analysis.
Manage assigned member base and proactively uncover additional financial needs through referrals and outbound tele-consulting.
Proactively seeks, develops and maintains new business through outbound calling, internal referrals, interviews with new and existing members, and service calls to prospective employer groups; resulting in membership growth, shares, consumer loans.
Performs functions related to Consumer loans, including accepting loan applications, application processing and funding, while following lending policies, procedures and guidelines.
Performs functions related to Real Estate loans, including accepting loan applications, application processing and funding, while following real estate lending policies, procedures and guidelines.
Records daily quality conversations with members and creates new member profiles. Inputs new membership accounts accurately and efficiently using established Credit Union policies and procedures. Maintains profiles to meet members' future needs by conducting financial needs analysis.
Implements, supports, and monitors product campaigns at branches. Ensures Branch goals are met, anticipates obstacles, and strong strategy methods to optimize results.
Assists in the development of best practices and sales strategies by participating in training calls, conference calls, and other in branch meetings. Communicates this information and educates team members to promote group learning and maximize sales.
Develops and maintains relationships with our Investment, Insurance, and Mortgage business partners to maximize referral opportunities and achieve sales and service standards.
May conduct informal sales presentations to new and existing Select Employer Groups and Co-op groups to generate business.
Processes member transactions e.g. receiving and disbursing funds, posting deposits, loan payments, withdrawals, cash advances, and processing mail transactions efficiently and accurately.
Assists members with complex issues, initiating research, working with others to resolve and keeping the member informed.
Balances cash drawer, negotiable instruments, and daily work at the end of each workday, including encoding and proofing checks for item processing, according to Credit Union balancing requirements.
Participates in the opening and closing of the branch and may oversee operations in the absence of the manager.
Is an advocate and subject matter expert on digital banking options for members.
Becomes a Notary Public to service member needs.
Performs other duties, as assigned.
Required Skills:
Knowledge of features and benefits of Credit Union products and services in order to solicit, explain, and discuss with members. This information may be acquired through on-the-job and formal training programs.
Knowledge of sales training programs and ability to execute on these to fulfill members needs and train members of the sales team. Information relating to specific Credit Union programs may be acquired through on-the-job and formal training programs.
Strong communication skills (written and orally) and effective interpersonal skills to coach and train co-workers and deliver superior service.
Strong customer/member service skills.
Ability to analyze member's financial needs and provide related information and/or data to demonstrate the benefits.
Work under intensive and competing deadlines.
Qualifications:
Requires a high school diploma or equivalent with a minimum of six months customer service, or sales experience, preferably within a financial institution.
Requires effective verbal and written communication skills, sales skills and proficiency in Microsoft Word, Excel and Outlook applications.
Requires lending certification or the willingness and aptitude to gain certification within three months of hire
Requires Notary Certification or the willingness and aptitude to gain certification within three months of hire
See the UNIFY Difference!
At UNIFY, we believe that each team member is a valued contributor. Through a teamwork approach, we strive to provide a positive and rewarding workplace that helps our team succeed. UNIFY provides a work environment which promotes learning, growth, and the opportunity for team members to challenge themselves.
Competitive Compensation and Excellent Benefits Package* Includes:
Medical, Prescription, Dental, Vision, Life, and Short- and Long-Term Disability Insurance
Dependent and Medical Care - Flexible Spending Accounts
401(K) Plan with employer match
Education reimbursement for approved programs
Banking privileges for you and your family
*All programs subject to review and change
An offer of employment is conditioned upon complying with UNIFY's requirements including, but not limited to, signing a consent to conduct a background investigation.
UNIFY is proud to be a drug-free, EOE including disability/vets. For more information on UNIFY, visit us at ****************
#IND123
$25 hourly 2d ago
Relationship Banker II
Cathay Bank-Headquarters 4.4
Finance associate job in Irvine, CA
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
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Learn more about us at cathaybank.com
GENERAL SUMMARY
Responsible for primarily opening new accounts, cross-selling bank products/services, referring customers to other areas of the bank as appropriate, and resolving customer service issues. As needed, will process teller transactions and provide operational support. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. Follow regulations and bank security procedures to protect customers as well as minimize risk to the bank.
ESSENTIAL FUNCTIONS
New Accounts
Perform all aspects of new account opening procedures for all bank products/services.
Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution.
Perform customer service functions such as check orders, change of address, return mail processing, supersede signature cards, and other account maintenance changes.
Maintain confidentiality of customer information as well as Bank proprietary information.
Sales & Service
Identify sales opportunities to cross-sell bank products and services to ensure customers' financial goals are met.
Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention.
Maintain open communication with Bank business partners and make referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders).
Proactively support branch new business promotions.
Operations
Perform deposits and withdrawal transactions.
Reconcile and balance teller cash drawer.
Process outgoing wires.
Essential functions of Safe Deposit box (e.g. entry, opening, maintenance).
Assist customers with problem resolution.
Assist in ATM balancing.
Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports.
QUALIFICATIONS
College degree in business, accounting or finance preferred, but not required
1-2 years of cash handling, customer service in a retail environment, or sales experience required. Banking experience is a plus.
Minimum 1 year new accounts, sales experience, or relevant banking experience, preferred.
Motivated to consistently provide our customers with excellent service and help them achieve their financial goals.
PC literate and typing proficient. Previous experience with data entry, 10-key, banking software, and Microsoft Word, Excel, PowerPoint and Outlook a plus.
Detail-oriented and organized - can multi-task, work well under pressure and follow through on commitments.
Excellent interpersonal, listening, and communication skills - can make personal connections, engage and educate the customer, ask open-ended questions, listen to establish trust and build lasting relationships.
Demonstrated ability to assess customer needs, provide appropriate solutions or recommendations, and optimize sales opportunities to new and existing customers
Ability to work independently and as part of team.
Ability to give and receive feedback to improve skills and job knowledge.
Able to work weekends and extended hours as required to meet business demands
Bilingual English/Chinese (Mandarin or Cantonese) preferred.
May obtain (optional) MLO (Mortgage Loan Originator) status to originate mortgage loans. Must possess an active registration or be eligible for registration under the Nationwide Licensing System & Registry (NMLS).
Able and willing to commute as required for business needs.
OTHER DETAILS
$22.00 - $25.00 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for incentive compensation.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
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Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$22-25 hourly 2d ago
Corporate Financial Analyst
First Legal Network LLC 3.9
Finance associate job in Monterey Park, CA
The Corporate Financial Analyst is responsible for supporting financial planning, budgeting, forecasting, and reporting activities. The ideal candidate has 2-3 years of experience in financial analysis, strong Excel modeling skills, hands-on experience with financial reporting tools and comfortable working with large datasets. This is a high-visibility role that will partner with division leaders to drive financial insights and support decision-making.
Job Duties:
Assist in the development of annual budgets, forecasts, and long-range financial plans.
Build, maintain, and improve financial models to support scenario analysis, cost-benefit evaluations, and ad hoc decision support.
Prepare, analyze, and distribute monthly financial reports, including variance analysis to budget and forecast.
Lead and facilitate financial statement review meetings with Division leaders; communicate insights, risks, and opportunities.
Design and enhance standard and custom financial reports within reporting platforms.
Conduct in-depth research to explain variances in revenue, expenses, and operational KPIs.
Collaborate with cross-functional partners to collect data, validate assumptions, and ensure accuracy of financial information.
Support continuous improvement of FP&A processes, tools, and templates.
Job Qualifications:
2-3 years of experience in FP&A, corporate finance, or similar analytical role.
Strong proficiency in Microsoft Excel, including SumIfs, Index/Match, XLOOKUP, IF/THEN statements, pivot tables, and advanced formulas.
Demonstrated experience in financial modeling (revenue modeling, cost analysis, scenario modeling, etc.).
Solid understanding of budgeting, forecasting, and variance analysis.
Ability to effectively communicate financial insights to non-financial stakeholders.
Hands-on experience with financial reporting or performance management software, such as:
DataRails
Vena Solutions
Workday Adaptive Planning (or comparable tools)
Schedule/Location:
Hours: Monday-Friday 8:00am-5:00pm
Remote - Monterey Park, CA
Benefits Offered:
Medical, Dental, and Vision coverage
401k
Paid Time Off (PTO)
Internet Stipend for remote workers
And much more!
About First Legal:
We believe that diversity is integral to our success, and do not discriminate based on race, color, religion, age, or any other basis protected by law. First Legal is the first truly comprehensive File Thru Trial™ solutions firm. With over 17 offices across the United States, First Legal has been serving thousands of law firms and corporations for more than 30 years across our six divisions - Court & Process, Depositions, Discovery, Records, Digital and Investigations. Our success comes through our company culture of innovation and trust, commitment to quality service, and depth of industry knowledge. Our mission is to be the most dependable and trusted business partner for our clients by serving every aspect of the litigation workflow. First Legal partners with our clients on a national basis to achieve the most efficient litigation solutions for the betterment of our clients.
$62k-85k yearly est. Auto-Apply 21d ago
Investment Grade Credit Trader
Pacific Life 4.5
Finance associate job in Newport Beach, CA
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own.
We're actively seeking an experienced Investment Grade Credit Trader to join our growing Pacific Life Investments (PLI) team with a strong preference for candidates who have traded or managed assets on behalf of insurance companies. In this high-impact role, you'll execute trades directed by Portfolio Management in investment grade corporate bonds, with a focus on aligning with insurance General Account mandates and portfolio objectives. The ideal candidate will bring over 8 years of experience in investment grade credit markets and have a deep understanding of the unique regulatory, capital, and risk considerations involved in managing insurance portfolios. This position will be located in our Newport Beach office.
How you'll help move us forward:
Collaborate with portfolio managers, credit analysts, and portfolio strategy to support liability-driven investment strategies.
Monitor market conditions, credit spreads, and liquidity to help Portfolio Managers identify relative value opportunities and price anomalies.
Maintain strong relationships with broker-dealers and internal stakeholders to ensure best execution and market insight.
Contribute to the development of trading strategies, tools, and processes tailored to insurance asset management.
Ensure compliance with NAIC guidelines, internal risk limits, and regulatory requirements.
The experience you bring:
8+ years of sell-side or buy-side experience trading investment grade credit, preferably with direct exposure to insurance asset management or trading on behalf of insurance clients.
Strong understanding of insurance General Account portfolio objectives, regulatory capital considerations, and asset-liability management (ALM).
Demonstrated expertise in executing trades across U.S. and global investment grade corporate bonds, including primary and secondary markets.
Proficiency in Bloomberg, Excel, and fixed income analytics platforms. Experience with electronic trading platforms (e.g., MarketAxess, Tradeweb) is a plus.
Excellent communication, collaboration, and decision-making skills.
Upholds the highest standards of ethics and integrity.
Bachelor's degree in Finance, Economics, Mathematics, Statistics, or a related field; CFA designation or advanced degree preferred.
You can be who you are.
People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.
#LI-AJ1
Base Pay Range:
The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
$180,180.00 - $220,220.00
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
EEO Statement:
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
$61k-105k yearly est. Auto-Apply 60d+ ago
Analyst, Corporate Credit - Emerging Markets
Doubleline Group LP
Finance associate job in Los Angeles, CA
The Analyst, Corporate Credit will perform fundamental (bottom-up) analysis on quasi-sovereigns and corporate credits in Emerging Markets. The person will be responsible for analyzing credits in several industries, performing due diligence, modeling and presenting investment ideas. The person will also monitor credits and assess relative value based on risk vs. return in a range of portfolio strategies.
Job Functions
Conduct quasi-sovereign and corporate credit research across a wide segment of industries in Emerging Markets.
Conduct analysis of company financial statements and corporate performance which results in actionable buy, sell and hold recommendations for credits held in DoubleLine portfolios; and
Prepare written research recommendations and reports.
Make oral presentations of credit analysis recommendations.
Communicate with government officials, corporate managements, sell- side analysts and rating agencies.
Host and attend company presentations relating to Analyst's respective coverage.
Travel as required to attend Emerging Markets Fixed Income conferences.
Qualifications
Bachelor's degree required
CFA designation or progress towards CFA certification or MBA is preferred
5+ years of credit analysis experience, preferably in Emerging Markets
Proficient in Microsoft 365
Outstanding initiative and a strong work ethic.
Excellent interpersonal, written and verbal communication skills.
Team-oriented and must possess strong integrity and professionalism.
Base Salary Range
The estimated base salary range for this position is $150,000 - 175,000. In addition to base salary, this position is eligible for an annual discretionary bonus, plus a comprehensive benefits package.
Founded by fans, Crunchyroll delivers the art and culture of anime to a passionate community. We super-serve over 100 million anime and manga fans across 200+ countries and territories, and help them connect with the stories and characters they crave. Whether that experience is online or in-person, streaming video, theatrical, games, merchandise, events and more, it's powered by the anime content we all love.
Join our team, and help us shape the future of anime!
Summary
The Deal Management Financial Contracts Analyst will audit existing deals by reading the financial terms in the contracts and comparing them against the entries in our financial system. This role is crucial for ensuring that all agreements align with the company's financial reporting.
This is a role contract and goes until the end of September 2026.
Key Responsibilities
Contract Review Analysis:
Analyze the financial terms in contracts and compare against our financial system for accuracy
Identify discrepancies and document
Required Qualifications
Education: Bachelor's degree in finance, Business Administration, Law, or related field.
Experience: 5 or more years of progressive experience in contract review and administration, preferably within finance.
Skills:
Expertise in analyzing and interpreting complex contract language, especially financial and commercial terms.
Strong attention to detail and organizational skills.
Preferred Qualifications
Working knowledge of relevant industry regulations and compliance standards.
Experience in financial modeling and basic accounting principles related to contracts (e.g., revenue recognition).
Rightsline and Alliant knowledge preferred.
The Pay Range for this position is listed. Actual pay will vary based on factors including, but not limited to location, experience, and performance. The range listed is just one component of Crunchyroll's Total Rewards offerings for employees. Other rewards may include performance bonuses, employer matched retirement savings, time-off programs, and progressive health benefits and perks.Pay Transparency - Los Angeles, CA$45.19-$56.73 USDAbout our Values
We want to be everything for someone rather than something for everyone and we do this by living and modeling our values in all that we do. We value
Courage. We believe that when we overcome fear, we enable our best selves.
Curiosity. We are curious, which is the gateway to empathy, inclusion, and understanding.
Kaizen. We have a growth mindset committed to constant forward progress.
Service. We serve our community with humility, enabling joy and belonging for others.
Our commitment to diversity and inclusion
Our mission of helping people belong reflects our commitment to diversity & inclusion. It's just the way we do business.
We are an equal opportunity employer and value diversity at Crunchyroll. Pursuant to applicable law, we do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Crunchyroll, LLC is an independently operated joint venture between US-based Sony Pictures Entertainment, and Japan's Aniplex, a subsidiary of Sony Music Entertainment (Japan) Inc., both subsidiaries of Tokyo-based Sony Group Corporation.
Questions about Crunchyroll's hiring process? Please check out our Hiring FAQs:
https://help.crunchyroll.com/hc/en-us/articles/3**********2-Crunchyroll-Hiring-FAQs
Please refer to our Candidate Privacy Policy for more information about how we process your personal information, and your data protection rights: **********************************************************************************************************
Please beware of recent scams to online job seekers. Those applying to our job openings will only be contacted directly ********************* email account.
$69k-103k yearly est. Auto-Apply 21h ago
Corporate Finance Crypto Analyst, Capital Markets
Faraday Future 3.9
Finance associate job in Gardena, CA
The Company: Faraday Future (FF) is a California-based mobility company, leveraging the latest technologies and world's best talent to realize exciting new possibilities in mobility. We're producing user-centric, technology-first vehicles to establish new paradigms in human-vehicle interaction. We're not just seeking to change how our cars work - we're seeking to change the way we drive. At FF, we're creating something new, something connected, and something with a true global impact.
The Corporate Finance & Crypto Analyst of Capital Markets is responsible for supporting and managing full cycle execution across our crypto (C10) strategy, capital work including equity and debt financing transactions, equity and debt investor engagement, and public market communications. This role serves as a key liaison between the company and the institutional investors, ensuring clear, consistent, and transparent messaging on the company's financial performance, strategic initiatives, and long-term vision. The role combines crypto and capital markets execution capabilities with investor-facing communication, regulatory compliance, and cross-functional coordination with legal, finance, and executive teams.
Responsibilities:
Capital Markets Execution:
* Support operational execution of crypto, equity and debt financings, and structured capital raises.
* Collaborate with internal finance and legal teams to review deal documents, support terms negotiations, and maintain compliance with SEC and Nasdaq requirements.
* Manage closing deliverables and post-deal investor transactions; serve as one of the primary interface with investors to ensure smooth and timely execution.
* Track and maintain detailed financing schedules and documentation.
* Maintain relationships and ongoing engagement with investment banks.
Investor Relations:
* Prepare, update, and refine investor communications including earnings scripts, investor presentations, and press releases.
* Support ongoing engagement with sell-side analysts, conference organizers, and research partners; ensure timely delivery of all related materials and logistics.
* Coordinate with internal stakeholders to ensure IR messaging aligns with financial reporting, Company's strategic goals and recent developments.
* Monitor and analyze stock performance, trading activity, and market sentiment.
* Maintain and regularly update the investor relations (IR) website.
Regulatory & Compliance Support:
* Work closely with external legal in drafting and reviewing public filings (10-K, 10-Q, 8-K, S-1, S-3, Pre-14A, Def-14A) related to capital markets financing activities disclosures. Ensure consistency and alignment of messaging across all filings.
* Coordinate with external legal counsel, auditors, and investors to manage the end-to-end filing process, including securing necessary consents and ensuring timely and accurate submissions.
Cross-Functional Leadership:
* Serve as the central point of contact for capital markets and IR initiatives across legal, finance, and corporate communications teams.
* Support special projects such as PIPEs, shelf registration planning, strategic shareholder targeting, and IR website enhancements.
* Contribute to long-term capital planning and financial strategy development in partnership with the executive team.
Basic Qualifications
* Bachelor's degree in Finance, Accounting, Business, or related field. CPA, CFA, or MBA preferred.
* 5+ years of experience in crypto, capital markets, investor relations, investment banking, or corporate finance.
* Proven experience executing debt and equity financing transactions and managing investor-facing communications.
* Strong understanding of SEC filings, public company reporting, and capital structure mechanics.
* Exceptional attention to detail, communication skills, and ability to manage multiple workstreams under tight deadlines.
* Proficiency in financial modeling, PowerPoint, and equity market tools (e.g., Bloomberg, Capital IQ, EDGAR).
* A creative curiosity, collaborative ethic, hardworking enthusiasm, and driving personal vision
* Excellent communication skills and team-working tendencies
* A penchant for multi-tasking and self-starting
* A genuine fascination for the crypto field and a commitment to global change
Annual Salary Range:
($86K - $105K DOE), plus benefits and incentive plans
Perks + Benefits
* Healthcare + dental + vision benefits (Free for you/discounted for family)
* Casual dress code + relaxed work environment
* Culturally diverse, progressive atmosphere
Faraday Future is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
$86k-105k yearly Auto-Apply 60d+ ago
Investment Banking Vice President, Media - Los Angeles
Moelis & Company 4.9
Finance associate job in Los Angeles, CA
We are passionate about our business and our culture, and are seeking individuals with that same drive.
We are currently seeking an experienced Vice President to join our Media financial advisory practice in Los Angeles.
Primary Responsibilities:
Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations
Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections
Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services
Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector
Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing
Required Skills & Experience:
Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level
Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector
Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills
Ability to effectively adapt to and address changing client and firm needs
Education:
An MBA from a top-tier business school or equivalent investment banking experience
Five or more years of relevant work experience
Expected Salary: $250,000
We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,
religion, color, sex (including pregnancy
and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.
This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
$250k yearly Auto-Apply 60d+ ago
Senior IG Credit Trader - Insurance ALM Focus
Pacific Asset Management, LLC
Finance associate job in Newport Beach, CA
A financial investment firm in Newport Beach is seeking an experienced Investment Grade Credit Trader. The ideal candidate will have over 8 years of experience in trading investment grade corporate bonds and a strong understanding of insurance asset management. Responsibilities include executing trades, collaborating with portfolio managers, and ensuring compliance with regulatory requirements. This role offers competitive compensation and benefits from day one.
#J-18808-Ljbffr
Type: Contract
Job #85924
APR Consulting, Inc. has been engaged to identify a Financial Administrative Representative (Part time) Position: Financial Administrative Representative (Part time)
Pay Rate: $24.50/hr
Duration: 13 weeks
This shift would require working every Saturday, Sunday, and Monday.
09:00am - 05:30pm -this position is every weekend and 1 shift during each week
JOB SUMMARY
PLEASE NOTE THAT ORIENTATION HOURS MAY DIFFER FROM SHIFT TIMES
POSITION SUMMARY
Enables patients to secure access to care at PIH Health facilities by performing all tasks related to registration and pre-registration of outpatient and inpatient accounts. Calculates and secures patient liability, including copayments, coinsurance and deductibles in an efficient, accurate and hospitable manner to ensure that the patient, physician and hospital's needs are.
EDUCATION/EXPERIENCE/TRAINING
REQUIRED
• 2+ yrs experience in front office/medical billing and/or current hospital registration/admitting *** MUST have SOME registration experience ***
• 2+ yrs experience in insurance verification and/or medical/hospital billing.
• High school graduate required or equivalent
• Knowledge of eligibility requirements for Medi-Cal, Hospital Presumptive Eligibility Program, Medicare, Covered California,
• Cobra, limited benefit plans, VVC and Uncompensated Care Programs.
• IPA and EMTALA knowledge an experience
• Stringent adherence to all HIPAA laws
• Medical terminology
• Strong typing skills 45 and up wpm is required
• Non-Violent Crisis Intervention (NCI) Certification within three (3) months of hire date
• LA City Fire Card within six (6) months of employment (PIHGS Only)
PREFERRED
• Evidence of continuing education in Finance, Accounting or Business Administration
• Bilingual
PRODUCTIVITY: Completes a minimum of 20 registrations but strives for up to 30+ registrations per 8 hr shift which includes scanning documents, insurance verification and securing upfront collections. Verifies patients are appropriately medically screened and stabilized before Consent of Admissions is signed/discussed and or liability is requested.
ADDITIONAL SKILLS NEEDED
• Must have excellent written and verbal communication skills to communicate effectively with staff, patients, guarantors,
insurance companies, and physicians.
• Demonstrated attention to detail; Good English speaking, spelling, reading and Mathematical skills required
• Demonstrate ability to learn quickly, and follow directions as outlined in policies or given by Supervisor
• Strong Computer skills and Knowledge in Word, Excel and ability to maneuver through multiple screens in a timely
manner
• Ability to multi-task in a fast and high pressured environment
• Strong analytical skills, problem solving. The ability to act and decide accordingly.
• Excellent Customer service and phone skills with a background in the medical industry
• Ability to travel to off-site locations (Outpatient only)
No RTO the first two weeks of an assignment
Please Note: Once RTO is submitted, this cannot be changed unless it's to cancel time requested - ensure that you have confirmed all dates needed off for the full 13 week contract
Our client is the one of the largest Healthcare Staffing Provider in the United States, to be assigned at one of their affiliated hospitals/healthcare facilities.
This particular client is requiring that all new hires show proof of vaccination. However, accommodations may be made for those with disabilities or religious reasons who cannot obtain a vaccine.
Since 1980 APR Consulting, Inc. has provided professional recruiting and contingent workforce solutions to a diverse mix of clients, industries, and skill sets nationwide.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
Don't miss out on this amazing opportunity! If you feel your experience is a match for this position please apply today and join our team. We look forward to working with you!
$24.5 hourly 1d ago
Relationship Banker II
Cathay Bank-Headquarters 4.4
Finance associate job in Los Angeles, CA
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
Video Clip 1
Video Clip 2
Video Clip 3
Learn more about us at cathaybank.com
GENERAL SUMMARY
Responsible for primarily opening new accounts, cross-selling bank products/services, referring customers to other areas of the bank as appropriate, and resolving customer service issues. As needed, will process teller transactions and provide operational support. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. Follow regulations and bank security procedures to protect customers as well as minimize risk to the bank.
ESSENTIAL FUNCTIONS
New Accounts
Perform all aspects of new account opening procedures for all bank products/services.
Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution.
Perform customer service functions such as check orders, change of address, return mail processing, supersede signature cards, and other account maintenance changes.
Maintain confidentiality of customer information as well as Bank proprietary information.
Sales & Service
Identify sales opportunities to cross-sell bank products and services to ensure customers' financial goals are met.
Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention.
Maintain open communication with Bank business partners and make referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders).
Proactively support branch new business promotions.
Operations
Perform deposits and withdrawal transactions.
Reconcile and balance teller cash drawer.
Process outgoing wires.
Essential functions of Safe Deposit box (e.g. entry, opening, maintenance).
Assist customers with problem resolution.
Assist in ATM balancing.
Detect and report fraudulent or suspicious activities by completing BSA reporting as required, Currency Transactions Reports or Monetary Instrument Reports.
QUALIFICATIONS
College degree in business, accounting or finance preferred, but not required
1-2 years of cash handling, customer service in a retail environment, or sales experience required. Banking experience is a plus.
Minimum 1 year new accounts, sales experience, or relevant banking experience, preferred.
Motivated to consistently provide our customers with excellent service and help them achieve their financial goals.
PC literate and typing proficient. Previous experience with data entry, 10-key, banking software, and Microsoft Word, Excel, PowerPoint and Outlook a plus.
Detail-oriented and organized - can multi-task, work well under pressure and follow through on commitments.
Excellent interpersonal, listening, and communication skills - can make personal connections, engage and educate the customer, ask open-ended questions, listen to establish trust and build lasting relationships.
Demonstrated ability to assess customer needs, provide appropriate solutions or recommendations, and optimize sales opportunities to new and existing customers
Ability to work independently and as part of team.
Ability to give and receive feedback to improve skills and job knowledge.
Able to work weekends and extended hours as required to meet business demands
Bilingual English/Chinese (Mandarin or Cantonese) preferred.
May obtain (optional) MLO (Mortgage Loan Originator) status to originate mortgage loans. Must possess an active registration or be eligible for registration under the Nationwide Licensing System & Registry (NMLS).
Able and willing to commute as required for business needs.
OTHER DETAILS
$22.00 - $27.00 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for incentive compensation.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
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Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$22-27 hourly 2d ago
Relationship Banker - Encino, Chino Hills, Tustin, Irvine
Banktalent HQ
Finance associate job in Tustin, CA
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards.
We are looking for a Relationship Banker (Commercial Lending) in Encino, Chino Hills, Tustin or Irvine, CA. This role focuses on identifying appropriate lending opportunities, soliciting, and developing all types of business activity, specializing in commercial loans and participates in the development of overall commercial loan objectives, policies and practices.
Essential Functions:
Responsible for acquiring, analyzing and maintaining client relationships.
Provides suitable credit, deposit or other banking services as well as counsel and advice to best meet clients' needs.
Analyzes risks and profitability of assigned client base to ensure ongoing profitability and conformity with credit terms.
Solicits the sale of additional products and services to meet clients' needs.
Develops and implements marketing plans for expanding business.
Negotiates loan terms and conditions.
Remains well versed in industrial, economic and financial situations relating to assigned clients.
May be assigned specialized industry or market segments.
Other duties as assigned.
Qualifications:
Requires a Bachelors degree in business, finance or a related field and 6+ years commercial lending, loan management and bank sales experience. A combination of education and experience may meet requirements.
Loan management experience.
Extensive knowledge of bank products, credit, commercial lending and loan management techniques.
Ability to expand loans, client relationships and bank products.
Must have strong interpersonal, oral and written communication skills needed to create relationships with loan clients.
Strong analytical and negotiation skills.
Broad application of principles, theories, and concepts in applicable discipline.
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
Employee Ambassador preferred banking products
This position is eligible to earn a base salary in the range of $121,000 - $192,000 annually depending on job-related factors such as level of experience.
How much does a finance associate earn in Torrance, CA?
The average finance associate in Torrance, CA earns between $38,000 and $132,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.
Average finance associate salary in Torrance, CA
$71,000
What are the biggest employers of Finance Associates in Torrance, CA?
The biggest employers of Finance Associates in Torrance, CA are: