Finance planner jobs in Temecula, CA

Revenue Analyst III : Finance Costa Mesa, CA, United States Primary Duties and Responsibilities The Revenue Analyst III is a technical expert with strong analytical experience in a healthcare environment with emphasis in managed care and government reimbursement. This role serves as a financial resource for both clinical and administrative areas and will act as a lead analyst on projects. As part of the Finance Revenue team, this position will support Managed Care Contracting for contract modeling and revenue impact analysis in support of negotiations, helping to identify underpayments, and tracking profitability within our managed care contracts. Will also prepare analyses related to the financial impact of Medicare and Medi-Cal changes in reimbursement to identify financial and or operational impacts to revenue. Will support the annual build of the Hoag operating budget, touching across multiple entities with regards to volume and revenue projection. Responsible for a designated Hoag entity to analyze and present monthly performance to executive leadership as it relates to volume, revenue, payor mix and case mix, as well as perform the month end contractual reserve calculation for Accounting. Additionally, the Revenue Analyst III will support Accounting's management team for cost report preparation, OSHPD reporting, Bond/Rating Agency reporting, as well as year-end and interim audit. Provides support for all levels of leadership with requested ad-hoc revenue impact analysis related to items such as payer mix, acuity, reimbursement, and volume. Own and maintain specific recurring reporting related to volume and revenue performance. Performs other duties as assigned. Qualifications Education and Experience Bachelor's degree in business administration, finance, accounting, or healthcare administration. 5+ years' experience as an analyst in a healthcare environment with emphasis on managed care reporting and reimbursement General understanding of DRG and CPT/HCPC Medical Coding and Medical Terminology. Strong understanding of Managed Care and Government reimbursement methodologies General knowledge of hospital operations (Revenue Cycle: Registration, Patient Accounting/Billing, data processing). Understanding of Accounting Principles and Hospital Financial Reporting. About Us Hoag Memorial Hospital Presbyterian is a nonprofit regional health care delivery network in Orange County, California, consisting of three acute-care hospitals with sixteen urgent care centers, eleven health centers and a network of more than1,800 physicians, 100 allied health members, 8,000 employees, and 2,000 volunteers. More than 30,000 inpatients and 550,000 outpatients choose Hoag each year. For over 70 years, Hoag has delivered a level of personalized care that is unsurpassed among Orange County's health care providers. Since 1952, Hoag has served the local communities and continues its mission to provide the highest quality health care services through the core strategies of quality and service, people, physician partnerships, strategic growth, financial stewardship, community benefit and philanthropy. Hoag offers a comprehensive blend of health care services including six institutes providing specialized care in the areas of cancer, heart and vascular, neurosciences, women's health, orthopedics, and digestive health through our institutes. Hoag was the highest ranked hospital in Orange County in the 2024-2025 U.S. News &World Report, the only Orange County hospital ranked in the top 10 for California. The organization was ranked the #5 hospital in the Los Angeles Metro Area and the #10 hospital in California. To learn more about Hoag's awards and accreditations, visit: ******************************************************* Hoag is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. Hoag is committed to the principle of equal employment opportunity for all employees and providing employees with a work environment free of discrimination and harassment. Hoag hires a diverse group of people in a manner that allows them to reach their full potential in the pursuit of organizational objectives. Job Info Job Identification 126503 Job Category Finance, Accounting & Planning Posting Date 08/14/2025, 04:22 PM Job Shift Day Locations 2975 Red Hill Ave, Costa Mesa, CA, 92626, US Pay Range $40.41 - $62.36/hr Onsite Job Schedule Full Time

CAM Analyst Direct Hire; $90K - $95K base salary Irvine, CA 92612 *Must have commercial property management experience with processing CAM. KEY RESPONSIBILITIES: · Have a thorough understanding of retail accounting principles including recovery ratios and methods, allocating costs to various CAM/CAMA pools, accrual, and cash basis accounting, reading, and understanding financials and being able to abstract information from a lease. · Responsible for processing monthly Base Rent/CAM/INS and RE taxes, including other miscellaneous financial obligations. · Assist with conducting audits and analyzing lease documents, addressing any discrepancies, issues, and questions, make recommendations and implement solutions. · Tracking and maintaining critical lease dates. · Reviewing lease documents and databases to ensure accuracy and lease compliance. · Abstracting and interpreting commercial lease documents (leases, amendments, sublease, CCR's). · Assist in completing other tasks within the department when additional resources are needed. · Establish and implement a lease audit function to review existing data in the Yardi system and identify areas of improvement and maximize revenue opportunities/CAM savings. · Responsible for responding to internal and external communication regarding leases and rent/cam charges. NOTE: Company reserves the right to adjust your duties and responsibilities at any time. QUALIFICATIONS: Experience: · Minimum of 5-10 years of experience in commercial property management, with a focus on retail and office spaces. Education: Bachelor's degree in business administration - Accounting - Financial Management. Skills: · Strong financial acumen and experience with CAM/CAMA pools. · Accrual and cash basis accounting. · Lease Abstract, processing monthly Base Rent/CAM/INS. · Budgeting and Financial reporting. · Excellent communication and interpersonal skills. · Proficiency in property management software (i.e., Yardi). · Ability to multitask and prioritize in a fast-paced environment. · Strong problem-solving and decision-making abilities. Benefits: · Health, dental, and vision insurance · 401(k) plan · Paid time off and holidays · Professional development opportunities

We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position Overview StepStone Group is seeking a highly motivated Analyst to join our Product Management (Investor Relations) team within Enterprise Services. This role offers a unique opportunity to gain broad exposure across private markets by supporting a variety of investment strategies and client engagement initiatives. The Analyst will contribute to the full lifecycle of fund and product management, including marketing, investor communications, and cross-functional collaboration. This is an ideal role for someone interested in building a strong foundation in private markets and financial services. Responsibilities: Support the creation and maintenance of marketing and investor materials such as presentations, fact sheets, and product updates. Assist in drafting and coordinating responses to investor requests, including RFPs, DDQs, and ad hoc due diligence inquiries. Collaborate with internal teams (e.g., Investment, Legal, Compliance, Finance, and Analytics) to ensure consistent and accurate messaging across all client-facing materials. Help manage investor communications and support the planning and execution of client meetings, webinars, and events. Conduct market research and competitive analysis to support product positioning and strategic initiatives. Contribute to the development and implementation of internal processes to improve efficiency and consistency in client service delivery. Participate in cross-functional projects and initiatives that support the growth and evolution of StepStone's platform. Basic Qualifications Bachelor's degree required; preferred fields include finance, economics, business, or related disciplines. 1-3 years of experience in financial services, consulting, asset management, or a related field. Exposure to private markets or investment products is a plus but not required. Strong written and verbal communication skills with attention to detail. Ability to manage multiple projects and deadlines in a fast-paced environment. Collaborative mindset with a willingness to learn and contribute across teams. Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word); familiarity with CRM or data visualization tools is a plus. High level of professionalism, integrity, and a commitment to delivering quality work. Salary Range: $70,000 - $75,000 The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees. At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World's Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as of 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see ****************************** Compensation: $82,000 - $119,000 at plan Responsibilities: Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional Use a CRM to organize each client's financial status, goals, cash flow, and monetary expectations for use in their individual financial plan Assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products Qualifications: Must have effective relationship management skills Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity Required to effectively network to identify potential new clients Must live in California About Company At New York Life-Irvine, we strive to be the best every day, the same as you. Here are just a few of our recent recognitions: Ranked #71 on the Fortune 500 list, Fortune magazine, 2024 Fortune magazine's list of World's Most Admired Companies in 2024, Fortune 100 Most Admired company in Insurance and financial services 2021, Money's Best Whole Life Insurance Company 2024 Take the first step to your future success. Apply Today!

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!

Our client is a growing REIT located in Orange County and this role will focus on real estate acquisitions and dispositions in addition to portfolio analysis. The primary role of the Analyst is to partner with a team of Asset Managers by assisting with daily tasks and proactively addressing asset management issues that arise. The primary functions of this position are to perform analyses in support of property and portfolio operating performance, capital investment decision making, and to prepare ad hoc analyses on behalf of the Asset Management team. Responsibilities include but are not limited to: Perform analyses of operating performance for portfolios and priority assets and comparison with industry ratios Perform analyses on move ins/move outs, rent rolls, labor reports, real estate taxes and other relevant items Populate site visit reports and track the follow up action items resulting from site visits Perform analyses for capital investment plans, budgeting and investment performance Prepare ad hoc analyses, including but not limited to: Investment Committee memorandum, capital ROI analysis, dispositions, lease restructures, and construction loan analysis • Exhibit detailed understanding of capital investment financial modeling Maintain working relationship with internal departments (Accounting, Financial Planning & Analysis, Capital Asset Management, Legal, Tax) as well as with external counterparts including firm clients. Maintain a working knowledge of RIDEA JV structures and related components to support the execution of operational and capital planning objectives Demonstrate knowledge of key provisions within lease, JV and management agreements to proactively monitor and manage compliance as provided within those documents Assist Asset Management and Investments teams with due diligence for underwriting acquisitions and dispositions MINIMUM POSITION REQUIREMENTS Bachelors degree from an accredited college or university, majoring in Finance, Accounting or Economics 1 to 2 years of experience in real estate investment finance, equity investment underwriting, or financial or operational analysis in commercial or industrial real estate industry preferred Expert knowledge using spreadsheet programs (including Microsoft Excel) and presentation programs (including PowerPoint) Working knowledge of Argus strongly preferred Ability to travel (less than 10% of the time) Strong written and oral communication skills, interpersonal skills, and ability to work with others Detail-oriented, analytical and problem-solving skills

Job DescriptionDescription: RxSight is an ophthalmic medical technology corporation headquartered in Aliso Viejo, California that has commercialized the world's first and only adjustable intraocular lens (IOL) that is customized after cataract surgery. The company's mission is to revolutionize the premium cataract surgery experience by allowing surgeons to partner with their patients to achieve optimized results for every unique eye. OVERVIEW: The Senior Payroll & Equity Analyst (“Sr. P&E Analyst”) performs full cycle US payroll on a weekly and semi-monthly basis, working with a team composed of a manager and a junior accountant. The position assists with the management of data in Equity Edge Online (EEO), including uploading stock option grants, coordinating vesting of restricted stock units and employee stock purchase (ESPP) contributions. This role will partner cross functionally with teams such as HR and Accounting, and we are looking for an individual that will take initiative to drive process improvements and automation of manual tasks. Requirements: ESSENTIAL DUTIES AND RESPONSIBILITIES: Payroll: Process accurate and timely weekly and semi-monthly payroll using Paylocity payroll system and record payroll activity to the G/L. Maintain integrity of employee payroll data in Paylocity to ensure records are up to date and resolve discrepancies. Enter and/or update payroll records including benefits deductions, wage garnishments, compensation, department transfer, etc. Review timecards for accuracy or missing information and process all payroll adjustments as well as supplemental income such as bonuses and commissions. Process equity compensation income including RSU, ISO/NQO and ESPP as applicable. Ensure payroll operations comply with all applicable federal, state, and local regulations, including tax filings, garnishments, and wage/hour laws. Ensure that all employee contributions are timely entered into the retirement plan and health savings account and upload contributions in respective portals. Review benefit contribution data imports from PlanSource to Paylocity for accuracy. Lead year-end payroll activities, including W2 preparation, tax reconciliations and system updates. Prepare, analyze, and reconcile payroll reports and metrics for Finance, HR and audit purposes. Completing ad hoc reporting and analysis as requested. Equity: Oversee stock-based compensation processing (RSUs, ISO/NQO and ESPP). Maintain EEO database and conduct regular audits against Paylocity database for completeness (new hires, terminations, account changes, etc.). Upload any changes to employees from Paylocity to E*TRADE. Update the database for wages and taxes after each semi-monthly payroll to ensure that the taxes are up to date. Monitor EEO for stock option transactions and process transactions in payroll to meet statutory reporting and withholding obligations. Audit Ensure compliance with SOX controls. Assist with annual external audit. Assist with Workers' Compensation audit. REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES: Intermediate/Advanced MS Excel Must possess excellent written and verbal communication skills along with strong problem-solving skills, good organizational skills, attention to detail as well as excellent interpersonal skills Ability to prioritize assignments, meet critical deadlines and manage various projects Ability to review and understand federal and state laws as well as government regulations Ability to form positive and constructive relationships with managers and employees Ability to maintain confidentiality of employee information EDUCATION, EXPERIENCE, and TRAINING: Bachelor's degree in accounting or finance Minimum of 5 years' experience in Payroll and Equity Experience required Payroll certification is preferred but not required Must be flexible and adaptable to change Self-motivated with the ability to prioritize multiple projects under tight deadlines and work independently Ability to work professionally with all levels of management Support our company values (Customer Focused, Sense of Urgency, Teamwork, Respect) Training to be completed in accordance with the training plan for this position as maintained in the document control system The training requirements on TRN-10007 Insider Trading Policy, TRN-10008 Global Anti-Bribery and Anti-Corruption Policy and TRN-10009 Code of Business Conducts and Ethics must be diligently completed within 30 days from the hiring date and on an annual basis COMPUTER SKILLS: ERP a plus MS Office (Excel, Word, PowerPoint, Outlook) Notice to Staffing Agencies and Search Firms: RxSight does not accept unsolicited resumes or candidate submissions from staffing agencies or search firms for any employment opportunities. All agency engagements must be authorized in writing for a specific position by RxSight's Talent Acquisition department. Any resumes or candidate information submitted without such specific engagement will be considered unsolicited and the property of RxSight. No fees will be paid in the event a candidate is hired under these circumstances.

The Financial Analyst position on our corporate development team in Accounting and Finance is responsible for monitoring and coordinating activities associated with our international distribution network. Activities include measuring performance against plans, producing and presenting informational reporting pertinent to the business, assisting in all aspects of valuation and financial analysis in support of acquisition and divestiture transactions, and assisting in due diligence efforts in support of corporate development needs. Join the team fully onsite at our stunning campus in Redlands, CA. Responsibilities Monitor and analyze the performance of current investments which includes preparing regular reports on the financial health and performance of the portfolio and identifying areas for improvement or divestment based on financial analysis Prepare presentations, reports, and documentation for department and corporate management Assist in conducting due diligence for potential acquisitions and investments, including financial, legal, and operational aspects through effective collaboration with participating members of the cross-functional teams Coordinate and perform activities related to drafting contract language, renewing agreements, fulfilling contractual commitments, and monitoring general business obligations and requirements Understand business objectives and issues and conduct insightful, fact-based analysis to help solve complex problems Maintain and update systems used to track acquisition activity and key information Requirements 2+ years of prior experience or relevant experience Experience with budgeting and planning methodologies and tools Advanced Microsoft Excel skills, including XLOOKUPS and pivot tables High level of attention to detail, excellent organizational skills and ability to prioritize demands and meet deadlines Familiarity with accounting financial statements Ability to work independently Analytical and problem-solving skills Visa sponsorship is not available for this posting. Applicants must be authorized to work for any employer in the US Bachelor's in Accounting, Finance, or in a related field Recommended Qualifications Experience working with SAP or other large ERP systems Experience working with advanced reporting tools such as Power BI Familiar with SQL and relational databases #LI-Onsite #LI-JH2

Westcore is a fully-integrated commercial real estate investment company with institutional scale and capabilities, that operates with the speed and adaptability of opportunistic entrepreneurs. Westcore has a dynamic track record of real estate investing going back to its founding in 2000. We focus on well-located industrial properties in the United States. We are a vertically integrated company with expertise in all facets of real estate investment management: acquisitions, finance, asset management, leasing, construction and building operations. To better support our Finance Department and the anticipated doubling of our portfolio over the next few years, Westcore is looking for a well rounded Corporate FP&A Analyst or Senior FP&A Analyst. POSITION SUMMARY This position will focus on aspects related to real estate corporate finance, asset management, and investor reporting with leadership and mentorship responsibilities. This includes providing investment analysis and valuations of currently owned properties to asset management, leading the budget and reforecast process, maintaining cash flow models of company assets, and preparing investor reports of the performance of each fund to our capital partners. A candidate will have a strong analytical and quantitative background as well as polished written and verbal communication skills with a desire to develop their expertise in real estate finance. CORE ROLES & RESPONSIBILITIES: Provide investment analysis for assets under management by maintaining property cash flow models in Argus and evaluating the financial impact of strategic decisions both at the property and company level. Lead the company's budget and reforecast process coordinating with all departments to determine future revenue projections and capital needs and providing property and investor level reporting of performance. Responsible for quarterly valuation models of company assets using discounted cash flow models and Argus. Provide financial performance presentations for internal stakeholders PRIMARY DUTIES: (The below list is not comprehensive, and priorities will change on a day to day basis) Respond to any request from capital partners as it relates to the future property cash flow, capital needs, and valuations Support the preparation of investor reports to our capital partners which include monthly and quarterly deliverables as well as board level material Provide investment analysis on decisions related to leasing and capital expenditures Provide operations team internal reporting and resources that provide useful transparency on property level assumptions and performance Prepare executive team a portfolio snapshot and monthly dashboard of properties for each venture Update property cash flows in Argus to help inform how strategic decisions impact the business plan Assist in the onboarding of new acquisitions into asset management by preparing property level reporting to the operations team Track historical performance of assets updating financial models and presenting findings and KPI's to the executive team and make recommendations on maximizing returns DESIRED SKILLS AND EXPERIENCE: BA/BS degree in Finance, Real Estate, Economics, Math, or related field Graduate degree, CFA, or CPA a plus Highly proficient in Argus Enterprise and Excel preferred Experience in Yardi Voyager and Elevate a plus. Experience in Power BI a plus 2-3+ years of commercial real estate, investment management, and financial analysis experience CORE VALUES Westcore values its employees and works to create an environment where professional and personal growth can be achieved. We look for motivated individuals who share our commitment to excellence. Our employees are supported by an environment where mentoring is encouraged, and where tools and resources to succeed are readily available. Our company lives by its values, treating each other with respect and consideration at all times. Integrity: We behave ethically, honestly and respectfully. Excellence: We execute brilliantly. We are accountable for our performance and deliver high quality results. Teamwork: We are a group of people with diverse talents working to produce positive synergistic results. Balance: We work hard while embracing our commitment to family, friends and community. Commitment: We foster a culture of service, responsiveness, accountability, and professionalism.

Job Description Financial Sales Advisor - Newport Beach, CA Who We Are: Our company is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients' wealth by delivering exceptional personalized service and expertise. We specialize in a robust range of service offerings available to help meet your overall financial needs, to include: Financial Planning, Investment Management, Business Planning, and Insurance Services. If you are a highly motivated individual with prior SALES or BUSINESS DEVELOPMENT experience, and see yourself thriving in a career that offers flexibility, independence, and impact, financial services could be for you. Our financial advisors are given the training, resources, and support they need to build their practice from the ground up. Our company provides ongoing opportunities for learning and development through workshops and mentorship programs. You'll have access to industry-leading technology, training, and tools, along with a deep well of expertise in financial products, research, and trends. You have control over your path while having access to some of the sharpest minds in the financial services industry. Who we are seeking: Ideally, 1-2+ years of sales or business development experience Local natural market & strong prospecting ability (cold calling, networking, etc.) History of success (can be in sales, sports, education, etc) Energized by mentorship & collaboration Bachelor's Degree strongly desired or equivalent working experience Preferred but not required: Licensure: CA Life & Health, SIE, Series 7 & Series 66 *Licensing will need to be obtained* Responsibilities: Build and maintain strong relationships with clients to understand their financial needs and objectives Provide comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies Stay up-to-date on market trends, economic conditions, and investment products Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial solutions Compensation & Perks: Supplemental Salary, Commissions, Bonuses & Rewards programs Vast array of broker/dealer & investment advisory platforms Dedicated transition support & firm leadership opportunities Product specialists support & Practice management coaches Flexible scheduling, company-paid luncheons/events Expected Pay: $55,000.00 - $75,000.00 per year Benefits: Flexible schedule Professional development assistance Referral program Compensation package: Bonus opportunities Commission pay Weekly schedule: Monday to Friday Work setting: In-person Office

Enrollment Services is comprised of Undergraduate and Graduate Admissions, Office of the Registrar, Office of Evaluations, Prospective Student Services, Out-of-State Recruitment and Strategic Partnerships, International Recruitment, Class Schedule, Communications, Financial Aid, Scholarships, and the Cal Coast Student Financial Center. Enrollment Services implements SDSU enrollment management policies and provides services to students from their initial point of interest in SDSU to their graduation. The Cal Coast Student Financial Center (CCSFC's) focus is to provide centralized, individual financial case management and counseling to students, parents and families. The CCSFC maximizes the efficiency and effectiveness of the Financial Aid Office, the Scholarship Office and the University Bursar's Office by providing a scalable, "one stop" shop approach to providing assistance with issues related to financial aid, scholarships and student billing regardless of where the students and staff physically are located. The CCSFC provides students and families with information related to the following areas: Financial Aid Application Assistance Financial Aid Resources- types of financial aid available Scholarship Application Processes Scholarship Resources- types of scholarships available SDSU Educational Costs- tuition, fee and housing costs Student Financial Aid Disbursements Student Billing Information Student Fee Waiver information and processes Financial Literacy Counseling in partnership with Cal Coast Credit Union The staffing model is a blend of permanent represented staff, graduate students, and undergraduate peer counselors led by a Director (MPPI). The center provides customer service by serving as a single point of contact to analyze and resolve questions about financial aid, scholarships, financial transactions, academic progress and transactional-based issues. For more information regarding the Student Financial Management Center, click here. Education and Experience Equivalent to graduation from a four-year college or university in one of the behavioral sciences, public or business administration or a job-related field. Additional specialized experience during which the applicant has acquired and successfully applied the knowledge and abilities shown below may be substituted for the required education on a year-for-year basis. Possession of the required knowledge and abilities is typically demonstrated through the equivalent of two years of professional experience in one of the student services program areas or in a related field; experience should give evidence of competence and indicate the potential for further growth. A master's degree in a job-related field may be substituted for one year of the professional experience. Key Qualifications * Strong communication and interpersonal skills to engage effectively with students, families, school staff, and colleagues in a professional and supportive manner. * Ability to explain complex policies, processes, or decisions clearly and compassionately to diverse audiences. * Commitment to expanding educational access and supporting student success, particularly for those from economically or educationally disadvantaged backgrounds. * Strong organizational and time-management abilities to handle multiple priorities in a fast-paced, detail-oriented environment. * Ability to maintain professionalism, diplomacy, and sound judgment in sensitive or high-pressure situations. * Collaborative approach to working with others, fostering cooperation and mutual understanding across departments or stakeholder groups. * Proficiency in preparing and delivering clear, engaging presentations or communications that reflect the mission and values of the institution. * Capacity to interpret and apply regulations, policies, and procedures while maintaining fairness and flexibility. * Skill in analyzing student information (academic, financial, or personal) to provide individualized guidance and equitable solutions is preferred. * Knowledge of financial aid, scholarships, or related student support processes, including deadlines, documentation, and compliance requirements, is preferred. Compensation and Benefits San Diego State University offers competitive compensation and a comprehensive benefits package designed to support your well-being and professional growth. Compensation: Salary is based on your experience, education, and qualifications, within the department's budget and equity guidelines. * CSU Classification Salary Range: $5,083 - $7,228/month; hiring salary not expected to exceed $5,083/month. Full Benefits Package Includes: * Generous Time Off: 15 paid holidays, vacation, and sick leave. * Retirement: CalPERS pension plan with retiree healthcare, and reciprocal agreements with other California public retirement systems, including the UC. * Health Coverage: Medical, dental, and vision options at low or no cost. * Education Support: CSU tuition fee waiver for employees and eligible dependents. * Optional Offerings: FlexCash, life and disability insurance, legal and pet plans. * Campus & Community: Access to the library, campus events, employee groups, and volunteer and social activities. Our benefits are a significant part of total compensation. Learn more at the SDSU Benefits Overview. SDSU Values At SDSU, our diversity gives us power and benefits every single member of our community. Consistent with California law and federal civil rights laws, SDSU provides equal opportunity for all in education and employment. We encourage all members of our community to purposefully learn from one another through open and respectful dialogue and responsible engagement. We strongly preserve the right to free expression and encourage difficult conversations that help lead to improved individual and community learning and cohesion. Principles of Community At San Diego State University, we are a community of diverse individuals who have and represent many perspectives, beliefs, and identities. This diversity lends our community strength, and we commit to creating and sustaining an inclusive and intellectually vibrant environment that benefits all members of our university. SDSU's Principles of Community is an aspirational statement that is intended to evolve over time. The statement reflects the ideals we are encouraged to uphold in our interactions with one another. Equal Opportunity and Excellence in Education and Employment All university programs and activities are open and available to all regardless of race, sex, color, ethnicity or national origin. Consistent with California law and federal civil rights laws, San Diego State University (SDSU) provides equal opportunity in education and employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, or national origin. Our commitment to equal opportunity means ensuring that every student and employee has access to the resources and support they need to thrive and succeed in a university environment and in their communities. SDSU complies with Title VI of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, California's Proposition 209 (Art. I, Section 31 of the California Constitution), other applicable state and federal anti-discrimination laws, and CSU's Nondiscrimination Policy. We prohibit discriminatory preferential treatment, segregation based on race or any other protected status, and all forms of discrimination, harassment, and retaliation in all university programs, policies, and practices. SDSU is a diverse community of individuals who represent many perspectives, beliefs and identities, committed to fostering an inclusive, respectful, and intellectually vibrant environment. We cultivate a culture of open dialogue, mutual respect, and belonging to support educational excellence and student success. Through academic programs, student organizations and activities, faculty initiatives, and community partnerships, we encourage meaningful engagement with diverse perspectives. As a higher education institution, we are dedicated to advancing knowledge and empowering individuals to reach their full potential by prioritizing inclusive curriculum development, faculty and staff training, student mentorship, and comprehensive support programs. At SDSU, excellence is built on merit, talent, diversity, accessibility, and equal opportunity for all. Supplemental Information Apply by November 2, 2025, to ensure full consideration. Applications submitted after this date will be reviewed on an as-needed basis, and the position will remain open until filled. The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. San Diego State University is not a sponsoring agency for staff or management positions (e.g., H-1B visa). Applicants must currently be authorized to work in the United States on a full-time basis. Offers of employment are contingent upon the presentation of documents that demonstrate a person's identity and authorization to work in the United States, which are consistent with the provisions of the Immigration Reform and Control Act. A background check (including a criminal records check) must be completed satisfactorily and is required for employment. SDSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current SDSU employee who was conditionally offered the position. SDSU is a smoke-free campus. For more information, please click here. Reasonable accommodations will be provided for qualified applicants with disabilities who request an accommodation by contacting Livia Peeples at *****************. Advertised: Oct 17 2025 Pacific Daylight Time Applications close:

BKM Capital Partners is a growing firm, and we are looking for driven, entrepreneurial professionals that want to grow with us and are passionate about their work. Located in our Newport Beach California office, the Analyst of Corporate Finance & Accounting will be an integral part of the corporate finance accounting team for both BKM Capital Partners and BKM Management Company. Reporting directly to the Senior Director, Finance & Accounting, the Analyst of Corporate Finance & Accounting will be responsible for maintaining the corporate books and records, including bank reconciliations, general ledger review and producing financial statement packages. In addition, this position will lead loan draw processes, including review of financing arrangements, debt covenants and reporting requirements. The Job Essentials: Reporting & Analysis: * Lead financing draw down processes, including reporting packages and lender submissions * Lead new bank account processing, including KYC and compliance reporting * Prepare quarterly reporting packages, including detailed financial close packages * Lead monthly corporate expense processing and approval * Analyze financial statements and results * Prepare revenue stream reconciliations and segmented analysis * Assist with tax compliance and tax returns * Assist with financial statement reporting process, including the review of support schedules, budget-to-actual variances as well as monthly and quarterly MD&A (Management's Discussions & Analysis) reports. * Perform ad hoc assignments, as needed Accounting: * Lead full-cycle accounting duties for the BKM corporate entities including preparation and analysis of the financial statements, general ledgers and subsidiary ledgers * Ensure complete and accurate books for all management entities within Yardi, including general partner entities * Ensure accuracy and effectiveness in all corporate accounting tasks * Oversee the verification, allocation, and posting of accounts payable and receivable * Review and approve accurate entries/reports/schedules needed to complete a timely financial close in accordance with GAAP * Oversee maintenance of fixed assets processes and GL subledger * Perform ad hoc assignments, as needed The Qualifiers: * Bachelor's degree in Accounting, Business Administration, Finance or related degree * 2+ years of corporate accounting or finance experience, preferably in investment management or real estate. * Advanced Excel capabilities, including cash flow modeling. * Knowledge of departmentalized / segment accounting & consolidation * Strong organizational skills with a keen attention to detail * Motivated and results-driven with strong work ethic * Yardi Voyager experience desired The Perks: * Competitive Pay * Medical, Dental, Vision, Long Term Disability, Pet, and Life Insurance * Paid Time Off * 401k Plan + Match * Professional Development Resources * Fun Work Vibe (Indoor basketball/gym with shower, brand new office to name a few…)

Job Description BKM Capital Partners is a growing firm, and we are looking for driven, entrepreneurial professionals that want to grow with us and are passionate about their work. Located in our Newport Beach California office, the Analyst of Corporate Finance & Accounting will be an integral part of the corporate finance accounting team for both BKM Capital Partners and BKM Management Company. Reporting directly to the Senior Director, Finance & Accounting, the Analyst of Corporate Finance & Accounting will be responsible for maintaining the corporate books and records, including bank reconciliations, general ledger review and producing financial statement packages. In addition, this position will lead loan draw processes, including review of financing arrangements, debt covenants and reporting requirements. The Job Essentials: Reporting & Analysis: · Lead financing draw down processes, including reporting packages and lender submissions · Lead new bank account processing, including KYC and compliance reporting · Prepare quarterly reporting packages, including detailed financial close packages · Lead monthly corporate expense processing and approval · Analyze financial statements and results · Prepare revenue stream reconciliations and segmented analysis · Assist with tax compliance and tax returns · Assist with financial statement reporting process, including the review of support schedules, budget-to-actual variances as well as monthly and quarterly MD&A (Management's Discussions & Analysis) reports. · Perform ad hoc assignments, as needed Accounting: · Lead full-cycle accounting duties for the BKM corporate entities including preparation and analysis of the financial statements, general ledgers and subsidiary ledgers · Ensure complete and accurate books for all management entities within Yardi, including general partner entities · Ensure accuracy and effectiveness in all corporate accounting tasks · Oversee the verification, allocation, and posting of accounts payable and receivable · Review and approve accurate entries/reports/schedules needed to complete a timely financial close in accordance with GAAP · Oversee maintenance of fixed assets processes and GL subledger · Perform ad hoc assignments, as needed The Qualifiers: · Bachelor's degree in Accounting, Business Administration, Finance or related degree · 2+ years of corporate accounting or finance experience, preferably in investment management or real estate. · Advanced Excel capabilities, including cash flow modeling. · Knowledge of departmentalized / segment accounting & consolidation · Strong organizational skills with a keen attention to detail · Motivated and results-driven with strong work ethic · Yardi Voyager experience desired The Perks: · Competitive Pay · Medical, Dental, Vision, Long Term Disability, Pet, and Life Insurance · Paid Time Off · 401k Plan + Match · Professional Development Resources · Fun Work Vibe (Indoor basketball/gym with shower, brand new office to name a few…)

Financial Analyst Intern Duration: 1-6 months (Specific dates to be agreed upon with the selected candidate) We are seeking a diligent and analytical Financial Analyst Intern to assist our investment team during the upcoming winter break period. The intern will gain hands-on experience in real estate financial reporting, analysis, and forecasting within a fast-paced business environment. Responsibilities - Collaborate with the investment team to gather and evaluate real estate marketing data, ensuring alignment with business objectives. - Provide innovative solutions and recommendations to enhance financial performance and support cost-reduction strategies. - Support the development of financial models for forecasting and budgeting purposes. - Analyze industry trends to identify potential investment opportunities or financial risks. - Contribute to the preparation of detailed reports and presentations for investors. Qualifications - Previous experience in finance, particularly within the real estate sector, is highly desirable. - Involvement in student union or leadership experience in campus organizations. - Legal work status in the United States (U.S. citizens and Green Card holders preferred). - Strong analytical skills and proficiency in Microsoft Excel, PPT and financial modeling. - Excellent organizational, communication, and presentation skills. Note to Applicants: These internships are designed to provide significant educational experience and are aligned with the intern's formal education program. They will provide opportunities for professional development in a real-world context and are intended to complement and enhance the intern's academic learning.

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided. • Maintains a thorough knowledge of all products and services, policies and procedures. • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. • Processes consumer and real estate loans. • Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented. • Addresses difficult member situations and resolves in a positive manner. • Serves as a backup to Personal Financial Assistant or Teller. • May be required to maintain a cash drawer. • May serve as a notary. • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals. • Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is required.o PFR I: 1 year experience in a financial institution or other related fieldo PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and serviceo PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service • Excellent communication skills; sound judgment, and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Ensure sales and service goals are met. • Process new accounts and/or loans accurately and completely. • Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Hourly): Personal Financial Rep l: $19.7490 - $24.6863 Personal Financial Rep ll: $21.5468 - $26.9339 Personal Financial Rep lll: $23.9440 - $29.9300

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided. • Maintains a thorough knowledge of all products and services, policies and procedures. • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. • Processes consumer and real estate loans. • Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented. • Addresses difficult member situations and resolves in a positive manner. • Serves as a backup to Personal Financial Assistant or Teller. • May be required to maintain a cash drawer. • May serve as a notary. • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals. • Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is required.o PFR I: 1 year experience in a financial institution or other related fieldo PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and serviceo PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service • Excellent communication skills; sound judgment, and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Ensure sales and service goals are met. • Process new accounts and/or loans accurately and completely. • Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Hourly): Personal Financial Rep l: $19.7490 - $24.6863 Personal Financial Rep ll: $21.5468 - $26.9339 Personal Financial Rep lll: $23.9440 - $29.9300

Job Description As a Financial Advisor you'll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You'll have access to powerful sales tools and a large resource network so you can focus on activities that get results. A Financial Advisor with us has more avenues to provide to their clients. This also means you are CRIA licensed (Corporate Registered Investment Advisor). Requirement options for CRIA: Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC. Responsibilities Prospecting for clients through referrals, personal observation and networking Developing and maintaining long-term relationships with clients Fact gathering and needs analyses to arrive at client-centric financial solutions Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates Qualifications Strong interpersonal skills and customer service focus Experience working with vlients virtually Market development/networking abilities Presentation and organization skills Strong work ethic, self-motivated and goal-oriented BA, BS, and/or graduate degree or equivalent work experience required Benefits Results-driven compensation and access to a competitive benefits package available for qualified Financial Services Professionals including medical, dental vision, life and disability insurance, 100% company funded pension plan and 401K. In addition, the company's strong and growing network of financial professionals helps clients make good financial decisions for the long term. LOCATION: Newport Beach, CA and Virtual

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided. • Maintains a thorough knowledge of all products and services, policies and procedures. • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. • Processes consumer and real estate loans. • Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented. • Addresses difficult member situations and resolves in a positive manner. • Serves as a backup to Personal Financial Assistant or Teller. • May be required to maintain a cash drawer. • May serve as a notary. • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals. • Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is required.o PFR I: 1 year experience in a financial institution or other related fieldo PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and service • Excellent communication skills; sound judgment, and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Ensure sales and service goals are met. • Process new accounts and/or loans accurately and completely. • Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Hourly): Personal Financial Rep l: $19.7490 - $24.6863 Personal Financial Rep ll: $21.5468 - $26.9339

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals. • Follows quality service standards to ensure exceptional quality service is provided. • Maintains a thorough knowledge of all products and services, policies and procedures. • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union. • Processes consumer and real estate loans. • Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented. • Addresses difficult member situations and resolves in a positive manner. • Serves as a backup to Personal Financial Assistant or Teller. • May be required to maintain a cash drawer. • May serve as a notary. • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals. • Performs other relevant and related duties as required. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is required.o PFR I: 1 year experience in a financial institution or other related fieldo PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and service • Excellent communication skills; sound judgment, and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Ensure sales and service goals are met. • Process new accounts and/or loans accurately and completely. • Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Hourly): Personal Financial Rep l: $19.7490 - $24.6863 Personal Financial Rep ll: $21.5468 - $26.9339