Finance service representative jobs in Corona, CA

An employer is looking for a Patient Access Representative within a call center environment in the Beverly Hills, CA area. This person will be responsible for handling about 50+ calls per day for multiple primary care offices across Southern California. The job responsibilities include but are not limited to: answering phones, triaging patients, providing directions/parking instructions, contacting clinic facility to notify if a patient is running late, scheduling and rescheduling patients' appointments, verifying insurances, and assisting with referrals/follow up care. This position is fully on-site until fully trained and passing multiple assessments (typically around 2-3 months of working - depending on performance) where it will then go remote. Must be able to work any/all shifts between 7am-7pm Monday-Friday. MUST HAVES: HS Diploma 2+ years healthcare call center experience OR front desk experience at doctor's office with multiple physicians Proficient in EHR/EMR software 2+ years experience scheduling patient appointments for multiple physicians 40+ WPM typing speed PLUSES: Proficient in Epic software Experience verifying insurances Basic experience with Excel and standard workbooks Experience with Genesis phone system Compensation: $24/hr Exact compensation may vary based on several factors, including skills, experience, and education. Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.

Pharmaceutical Sales Representative - Veterinary - Flex Time (12 days/mo) Promoveo Health, a leading Pharmaceutical Sales recruiting, and contract sales company has an outstanding position representing one of our strategic clients. Our client is a rapidly growing organization with a very strong presence in the Veterinary Medicine field. This is a position where you will be a W2 employee of Promoveo Health. The Veterinary Sales Representative will be responsible for revenue growth within your specified geographic region. You will be accountable for a sales revenue plan in the clinical (office based) markets. This role requires strong account management and selling skills, as you will be the selling interface between the accounts and the company. The ideal candidate will have: · 5+ years of Veterinary Pharmaceutical Sales either on the Pharmaceutical or Distributor side · Clinical experience calling on Veterinary Practices in this market · Experience calling on and existing relationships with Vets in the area · Excellent interpersonal, communication, teaching and negotiation skills · BS Degree in related discipline Job Expectations: ·Part time position with high management visibility and performance expectations. · Travel - You will be home every night- no overnight travel is required! EOE STATEMENT We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.

Our client is seeking candidates for an Oracle Cloud Finance Specialist. This analyst will be part of the Fusion Cloud team, specializing in Financial functions (General Ledger, Sub-Ledgers, Accounts Payables, Accounts Receivables, Chart of Accounts, Fixed Assets, Inter Company Transactions), and related business functions. Location: Torrance, CA Work Hours: 9:00am - 5:00pm PST Work Schedule: Monday and Friday Remote. Onsite Tues/Wed/Thurs Expected Compensation: $160K - $175K base salary, plus annual bonus (10%). The offered compensation to a successful candidate will be dependent on several factors that may include (but are not limited to) the type and length of experience within the industry, education, etc. Position Description: This individual will be responsible for resolution of day-to-day user service requests, implementation of enhancements and new modules, and redesign of current processes to optimize the use of the ERP software. Elicit, analyze, validate, and document the stated and implicit business requirements and map those requirements to the features and functions provided by Oracle Fusion Cloud ERP Serve as a liaison between business stakeholders and the IT teams to specify business and system processes for implementation on Oracle Fusion Cloud ERP Identify and document technical and functional gaps in the current state of the implementation of Oracle Fusion Cloud ERP Develop and implement remediation plans to improve the current state of implementation Identify opportunities to leverage additional features and functions within the software to improve business operations Provide functional support to end users including issue resolution and performing root cause analysis Collaborate with internal and external teams to resolve issues in transactions and dataflows that span multiple systems integrating with the Oracle Fusion Cloud ERP Required Skills: Bachelor's degree in Business, Accounting, Computer Science, or equivalent technical and business experience. 5-6 years experience as an Oracle Cloud business analyst Expert level knowledge of the Oracle Fusion Cloud ERP modules of General Ledger, Payables, Receivables, Chart of Accounts, Fixed Assets, and Inter Company Transactions. Experience with process mapping, group facilitation, data gathering and analysis Minimum 2 large scale Oracle ERP Cloud implementations. Proven project delivery through full life cycle from requirements through deployment /support. Experience with one or more Oracle Reporting tools including Financial Reporting Studio (FRS), Smart View, OTBI, BI Reports, QlikView and/or Tableau. Soft Skills: Must be self-motivated. Ability to work independently with minimal supervision. Strong interpersonal skills and communication skills. Ability to write reports, business correspondence, and procedure manuals. Please apply today!

As the department's first responder, the Tier 1 Customer Service Agent is crucial for building and maintaining the company's positive reputation. The role requires a high level of professionalism while assisting customers within our Zendesk ticketing system via phones, emails, text messages, and chat. Responsibilities also include, but are not limited to, processing customer returns, issuing refunds, handling claims, creating package replacements, supporting store associates, guiding customers through their shopping experience, troubleshooting technical issues, and triaging issues with other departments. Essential Job Functions: Provide amazing (above and beyond) service across multiple channels Provides exceptional customer service leveraging strong problem solving and professional communication skills Ensures all customer service assigned cases/activities are brought to resolution and properly communicated to the customer Uses problem solving skills and works with internal resources to analyze requests/data and determine root causes of issues Documents every customer service interaction in Shopify and Zendesk as appropriate for the interaction Adheres to Customer Service procedures to handle escalation process for tier 2/3 Works as a team member and reports issues to management that are important to area/process improvement. Uses appropriate judgment in upward communication regarding department or employee concerns. Meets performance expectations (KPIs) by achieving or exceeding departmental goals and objectives such as quality and productivity measures (AHT, CSAT, etc…) Continuously adhering to our Quality Assurance standards Contributes to team effort to help achieve department objectives Provide knowledgeable answers to questions about products, pricing and availability. Become a product expert and understand each customer's needs to provide real, effective solutions and deliver exceptional customer service. Job Qualifications/Requirements: Knowledge of Zendesk is a plus Available during business hours, including evenings and weekends. Be a creative problem solver Comfortable working in a high stress fast changing environment Polite, friendly attitude to deal pleasantly with customers and agents Cheerful, engaged, and uplifting tone during customer interactions Reliable in Attendance & Punctuality Ability to work under deadlines Strong multi-tasking skills Type 45 WPM Clear and articulate speaking voice Command of the English language Bilingual in Spanish a plus Computer/Internet skills/Word/Excel Mathematical skills Organizational Skills HS Diploma Physical Demands: Sitting at a desk/computer all day. The environment is fast paced, and indoor temperature conditions apply. WINDSOR EQUAL OPPORTUNITY EMPLOYER

Cotton Candy La , is looking for a full-time Sales Representative. You will be responsible for developing and managing relationships with retail clients, presenting new collections, and driving sales growth across existing and new accounts. You'll serve as a key link between our design and production teams and our retail partners - ensuring every client experience reflects our brand's quality and vision. Develop and maintain strong relationships with retail buyers and key accounts. Provide and manage product knowledge and product information Present seasonal collections to clients (in-person, virtual, and at trade shows). Account relationship management, scanning orders, and hands-on trade show execution/sales. Manage order follow-ups, confirmations, and deliveries in collaboration with the production team. Maintaining customer database by updating account profiles with accurate information Achieve monthly and quarterly sales targets. Partner with team members to hit sales objectives and ensure a seamless process. Represent the brand at trade shows, showroom appointments, and industry events. ⸻ Qualifications 1+ years of experience in fashion wholesale or B2B sales (preferred). Strong understanding of retail buying cycles and the fashion industry. Excellent communication, presentation, and negotiation skills. Proven ability to build and maintain long-term client relationships. Self-motivated, goal-oriented, and organized. Successfully contribute to team efforts in a fast-moving workplace. Comfortable with travel Computer proficiency, CRM Tools, and wholesale platforms like N41. Job Type: Full-time Pay: $42,000.00 - $58,000.00 per year Benefits: Employee discount Health insurance Paid time off

Schedule: Full-time | Flexible | Travel Required Compensation: First 3 months: Base salary of $125K per year After initial period: 100% commission-based earnings On-Target Earnings: $150K - $250K NO CAP We're seeking a top‑tier, self‑driven External Sales Representative who thrives on face‑to‑face interaction, builds rapport quickly, and knows how to close. Why This Role Stands Out We provide pre‑qualified leads-you take ownership of building relationships, presenting our solutions, and closing deals. You'll work face‑to‑face with clients while being supported by a collaborative team that believes in shared success, positivity, and mentorship. About Us Seller's Advantage is a leading real estate investment company with 30+ years of experience helping homeowners sell properties quickly and hassle-free. We specialize in buying homes for cash with no fees or commissions. Our high-energy, sales-driven team thrives in a fast-paced, results-oriented environment where success is rewarded. We're expanding our External Sales team in Southern California and are looking for a high-performing, self-motivated professional who excels in face-to-face sales, relationship-building, and closing deals. Why This Opportunity Stands Out This isn't a typical remote sales role. We provide high-quality leads-you take ownership of building relationships, presenting our solutions, and closing deals. You will work face-to-face with clients while being supported by a collaborative team that values shared success, positivity, and mentorship. Who We're Looking For We need a driven sales professional who thrives on face-to-face interactions, relationship-building, and closing deals. Qualifications: 5+ years of successful sales experience (face-to-face, direct sales, financial services, mortgage, or real estate industries preferred) A strong ability to build relationships and close deals Real estate or mortgage experience is a plus, but not required Excellent communication, negotiation, and presentation skills Experience using Salesforce, RingCentral, and Microsoft Teams to track and manage sales pipelines Self-motivated, reliable work ethic-comfortable working independently while staying accountable Professional presence and strong LinkedIn profile-you understand the importance of personal branding Reliable car and willingness to travel extensively throughout Southern California (North LA to San Diego, Palmdale, Big Bear, Hesperia) Strong problem-solving skills and the ability to adapt in any situation Ability to meet deadlines, manage multiple projects, and work effectively in a fast-paced environment What You'll Be Doing Developing and executing a strategic sales plan to meet or exceed sales goals Meeting with potential clients in person, building relationships, and closing deals Leveraging Salesforce to track sales progress and manage the sales pipeline Utilizing RingCentral and Teams for daily collaboration and virtual meetings Independently scheduling appointments, travel, and follow-ups Providing top-tier customer service to maintain and grow client relationships Collaborating with the sales team to share insights, strategies, and lead opportunities Why Join Us? Compensation & Growth: First 3 months: Base salary of $125K per year After 3 months: 100% commission-based earnings On-Target Earnings: $150K - $250K NO CAP Performance-based incentives and bonuses Career growth opportunities within a rapidly growing company Work Environment & Support: Morning huddles and strong team collaboration Supportive, positive culture-team members help each other succeed Comprehensive training program (45 days) to ensure success Ongoing mentorship and sales coaching Top-Tier Benefits: Health, dental, and vision insurance (after 30 days) 401(k) Life insurance and disability coverage Ready to Take Your Sales Career to the Next Level? Apply Today! If you are a high-performing sales closer who thrives in face-to-face interactions and wants to take control of your income and career growth, apply now to join our team.

California Mantel & Fireplace, Inc. has been a trusted whole hearth supplier for 30 years, manufacturing and installing mantels and leading fireplace brands, Heatilator and Heat & Glo. Our goal is to provide a centerpiece of warmth and class for every home, creating the desired look and feel for our customers. We are recognized by the building industry as setting the highest standard in value, quality, and customer service. Based in Sacramento, CA with a division in Anaheim, CA, we service the nation's largest developers, custom homeowners, and homebuilders. Our extensive selection of styles, finishes, and colors ensures an elegant fireplace mantel that is custom-fitted and installed with precision and care by trained professionals. Role Description This is a full-time, on-site role for a Sales Representative located in Anaheim, CA. The Sales Representative will be responsible for building and maintaining relationships with customers, identifying sales opportunities, presenting and explaining the features and benefits of our products, and completing sales transactions. The Sales Representative will also provide exceptional customer service, follow up on leads, and stay up-to-date with industry trends and product knowledge to address customer inquiries effectively. Qualifications Proven experience in sales, preferably in a related industry Strong communication and interpersonal skills Ability to build and maintain relationships with customers Excellent customer service skills Knowledge of fireplace mantels and hearth products is a plus Self-motivated, goal-oriented, and able to work independently Familiarity with CRM software and sales processes High school diploma or equivalent; bachelor's degree preferred Ability to work on-site in Anaheim, CA

Area Sales Representative - Orange County At Springboard Wine & Spirits, we pride ourselves on representing the finest selection of fine wines and spirits, along with delivering the best service and hospitality in the business. We are seeking a talented Sales Representative to build upon existing business in Orange County. If you're a dynamic, self-motivated sales professional with a passion and joy for wine and spirits, we want you on our team. We value professionalism, drive, and a solid background in the wine and spirits industry. While experience in wholesale wine sales is a significant plus, it's not mandatory. What matters most is your hunger for success, your understanding of the market, and your passion for the product. Bonus points if you already have a network of contacts within the territory. About Us: Springboard Wine & Spirits Company is a California-based, family and female-owned wine and spirits broker/distributor established in 2006. We proudly represent a select group of small production wineries from around the globe, alongside a niche spirits portfolio. Our mission is to keep the business we love diverse by promoting small, family-owned, quality-driven producers from around the world. We're dedicated to providing exceptional customer service, promoting brand diversity, and fostering partnerships with our customers. We have a deep import portfolio spanning France, Italy, Spain, Germany, Greece, and Austria. Key suppliers include: Valkyrie Selectins DNS, HPS, Dee Vine, de Grazia Selections, and Grace Under Pressure (Special Club Champagne). We have assembled an esteemed portfolio of domestic producers, including Pride Mountain Vineyards, Paradigm, Turnbull, Cobb, Biale, Cliff Lede, and Scherrer, as well as emerging stars such as Groundwork, Union Sacre, Monte Rio, I. Brand, Stirm, Tatomer, and more. Our spirits portfolio includes many of the most exciting, up-and-coming boutique producers. We offer a carefully selected group of boutique producers making Tequila, Mezcal, Whiskey, Gin, Vodka, cordials, and a best-in-market group of Non-Alcoholic products. Position: Title: Fine Wine and Spirits Sales Representative Territory: Orange County Type: Full Time Compensation: This is a commission-based position - earning range from $60k - $90k+ Responsibilities: Managing accounts in the restaurant and retail sectors Strategically expanding the account base Delivering compelling product presentations Processing orders and providing follow-up support Conducting staff training sessions Collaborating with suppliers Qualifications: Exceptional sales abilities Professional demeanor and appearance Passion for selling wine and supporting small wineries and distilleries Strong organizational and time management skills Excellent written and verbal communication skills Ability to work independently and as part of a team Goal-oriented mindset Preferred: Experience in wine sales and familiarity with industry contacts and buyers Valid driver's license REPORTS TO: Regional Sales Manager A strong knowledge of the Orange County area's wine and food community, as well as residency within the territory, is strongly preferred. Job category: Sales and Marketing

Skurnik Wines & Spirits prides ourselves in the finest selection of fine wines and spirits, and the best service and hospitality in the business, with a growing sales team. We are seeking a talented Sales Representative to build upon existing business in the southern part of Orange County. QUALIFICATIONSALL Prior sales experience working in wholesale distribution is strongly preferred, though not required. Candidates with commensurate retail and/or restaurant experience will also be considered. High level of expansive wine and spirits knowledge Understanding of the Orange County wine & spirits marketplace and relevant competition Strong interpersonal and communication skills Ability to self-start and work independently Detail-oriented and solution-focused Ability to manage time and prioritize tasks efficiently and effectively Computer experience necessary, utilizing all tools within Microsoft Office Must have a current driver's license, auto insurance, reliable transportation Must be able to lift 50 lbs REPORTS TO Regional Sales Manager ESSENTIAL DUTIES & RESPONSIBILITIES Manage and develop geographical territory, cultivating relationships with customers via face-to-face visits and phone/email correspondence Develop expertise of Skurnik's deep portfolio of wines and spirits from around the world as the fundamental tool to establishing successful sales Work in conjunction with Portfolio Management and Spirits Specialists to facilitate sales opportunities Participate in market work assignments with visiting winery and spirits suppliers Participate in monthly sales meetings Participate in various trade and consumer tasting events Learn and utilize internal operating systems to effectively follow company policies Perform other related duties as assigned by Management COMPENSATION: $70,000 - $85,000 plus a fine benefits package, including health, dental, flexible spending, and 401K matching. (Eligibility timelines vary). Following the first year, this position transitions to being commission based, with an opportunity for further compensations growth based on sales and other incentive programs. Job category: Sales and Marketing

Vinifera Wine Marketing is a woman-owned wine brokerage representing family-owned, artisanal wineries from California, Oregon and Washington and imported wine from The Sorting Table Imports. We specialize in working with producers who are rooted in history-or boldly shaping the future of wine-and we're passionate about telling their stories through the wines they produce. We are committed to delivering both outstanding wines and hospitality to our accounts. Our work is relationship-driven and rooted in integrity. Vinifera Wine Marketing recently acquired Swirl Wine Brokers and due to this expansion, and we are seeking Wine Sales Representatives to manage and grow Los Angeles County & Long Beach. Role Description: The Wine Sales Representative will be responsible for managing and growing account base within the defined territory, building strong relationships with on and off premise buyers, scheduling tastings appointments and meetings with wine buyers and accounts, participating in winery visits, trade events, and industry tastings. Someone who already has buyer/account relationships and wine sales experience is preferred, and you need to reside in the territory. Reps who are looking to pick up another portfolio should apply, but due to the portfolio expansion, we are looking for individuals who currently sell 1-2 portfolios only. Anyone who was a part of the wine layoffs should apply. Vinifera is a highly organized company, and there is room for growth with our portfolio expansion. Qualifications:ALL Experience in Wine Sales and the Wine & Spirits Industry Knowledge of the Beverage Industry Familiarity of the territory and key trade accounts Strong Customer Service and Sales skills Excellent communication and interpersonal skills Ability to work independently and as part of a team Passion for wine and a desire to continuously learn about the industry Knowledge and understanding of wines from Italy, France and Austria Sales experience in the wine trade Valid driver's license, auto insurance, and reliable transportation Ability to lift and carry up to 50 lbs Duties: Manage and grow your account base within the defined territory Build strong, ongoing relationships with retail and restaurant buyers Represent a dynamic portfolio of family-owned, artisanal wineries Schedule tastings appointments and meetings with wine buyers and accounts Participate in winery visits, trade events, and industry tastings Awareness of upcoming new account openings and using new account leads to develop new business Maintain accurate records in our CRM and follow up with accounts consistently Contribute to regular team calls, meetings, and trainings Compensation: This is a 1099 independent contractor role. Compensation is based on commission. There is no cap on earnings. To Apply Send your resume and a brief introduction to: ...@viniferawines.com and ...@viniferawines.com Let us know why you're excited about this role and why Vinifera resonates with you. Job category: Sales and Marketing

Apex Marketing Solutions is looking for a motivated and detail-oriented Entry Level Sales Representative to join our team in Torrance. In this role, you will interact directly with customers to promote telecom products and services on behalf of our client, helping them find the right solutions while driving results and delivering great service. This is a great opportunity for someone with a background in sales, retail, or hospitality who is looking to take the next step in a fast-paced, people-focused environment. We are looking for sharp, energetic Entry Level Sales Representatives who are ready to build a career in sales. As an Entry Level Sales Representative, you'll gain hands-on experience with customer engagement, sales strategy, and brand support, with opportunities to grow into leadership positions. What You'll Do As An Entry Level Sales Representative: Engage directly with customers to identify their needs and recommend telecom products and services Walk new customers through the sales process and provide clear, helpful information along the way Offer additional services and upgrades tailored to the customer's goals to increase overall sales value Keep detailed records of customer interactions and follow up to build long-term relationships Share insights and best practices with the Entry Level Sales Representative team to strengthen results and hit sales goals What We're Looking For In An Entry Level Sales Representative: 0-2 years of experience in sales, retail, hospitality, or another customer-facing role Strong communication and problem-solving skills A positive, professional attitude and the ability to adapt quickly Interest in growing within a sales-driven team environment High school diploma or equivalent At Apex Marketing Solutions, we believe your career should move forward with every step. We provide the tools, mentorship, and support to help you thrive in entry level sales and beyond. Ready to start your next chapter in sales? Apply today for our Entry Level Sales Representative opening!

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.

JobID: 210679966 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $25.00-$25.00; New York,NY $26.45-$26.45; Los Angeles,CA $26.45-$26.45; San Francisco,CA $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply. As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry. This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm. The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track. Job responsibilities * Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers. * Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors. * Prepare and present a curriculum-based project to an audience of senior stakeholders. Required qualifications, capabilities, and skills * Sophomore standing (expected graduation date of December 2027 through Summer 2028) * Attends college/university in the U.S. (all majors considered) in good standing * Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity * Possess a strong interest in developing professional skills for future opportunities in financial services Preferred qualifications, capabilities, and skills * Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Locations fellows may join: Atlanta, GA Chicago, IL Houston, TX Los Angeles, CA New York, NY San Francisco, CA You will have the opportunity to select up to three location preferences on your application. Potential placements may include any of our offices within the city's metropolitan area. Please make thoughtful selections when submitting your application, as your stated preferences will be considered during Superday and offer decisions. About Our Track Line of Business: Commercial & Investment Bank (CIB) Track: Global Corporate Banking Track (GCB) Participants will gain the necessary skills to engage with large corporations and public sector organizations, focusing on solving complex challenges and driving growth. You will gain a comprehensive experience in: * Comprehensive Learning: Gain insights into financing, risk management, working capital, and cash management * Coaching and Guidance: Benefit from the expertise of seasoned professionals who provide personalized coaching and strategic advice. * Global Exposure: Learn the breadth of our operations with access to a wide range of products and services across more than 60 countries. * Empowering Growth: Learn how we leverage the capital strength of JPMorgan Chase to support client expansion and innovation. The Global Corporate Banking Track (GCB) is designed to equip participants with the skills, knowledge, and global perspective needed to excel in the dynamic world of Global Corporate Banking. Through hands-on learning, coaching, and exposure to real-world challenges, you'll be prepared to make a meaningful impact and excel as a future leader in the industry. Recommended Course and/or Projects: * Courses in Financial and Managerial Accounting are key for analyzing financial statements and assessing organizational health * Microeconomics and Macroeconomics provide insight into market dynamics and economic trends affecting corporate strategy. * Proficiency in Excel, financial modeling, and ERP systems is increasingly valuable in banking. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.

JOB TITLE: Trader EMPLOYER: Signature Estate and Investment Advisors Inc DEPARTMENT: Investment Services REPORTS TO: Managing Senior Partner SUMMARY: The Trader will work closely with the advisor team to execute equity, fixed income, ETF, and mutual fund trades across client portfolios. This role blends order execution, portfolio management support, investment operations, and client-service alignment. The ideal candidate is comfortable in a fast-paced environment, works well under pressure, and demonstrates excellent communication and analytical skills. DUTIES AND RESPONSIBILITIES: Execute trades accurately and efficiently across multiple asset classes in accordance with advisor directives, firm models, and client guidelines. Assist advisors in reviewing portfolios, implementing model changes, and managing cash levels, drift, and rebalancing needs. Monitor market conditions, trading workflows, and best execution practices. Coordinate with custodians (Schwab, Fidelity, etc.) to resolve any trade or account-related issues. Maintain trading logs, compliance documentation, and detailed transaction records. Support the creation and maintenance of investment models and portfolio implementation processes. Communicate with the advisor team regarding trade status, timing, constraints, and market impacts. Performs other related duties as assigned by management. QUALIFICATIONS: Bachelor's degree in Finance, Economics, or a related field preferred. 1-5+ years of experience in trading, investment operations, portfolio implementation, or a similar role within an RIA, asset manager, or brokerage. Strong understanding of financial markets, order types, asset allocation concepts, and portfolio workflows. Experience with RIA custodians (Schwab, Fidelity) preferred. Exceptional attention to detail, accuracy, and organizational skills. Ability to work collaboratively with advisors and internal teams. Strong ethical standards and commitment to a fiduciary environment. COMPETENCIES: Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce. Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values. Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events. Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures. Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time. Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments. Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan. Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed. Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention. Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things. Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions. Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals. Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings. Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans. Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics. Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments. Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality. Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly. Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed. Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others. Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. As an Associate Banker in Emerging Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. This role is not eligible for employer sponsored immigration support of any kind. Job Responsibilities Champion a culture of innovation and a customer centric mindset Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to drive new client acquisition in partnership with the bankers Embrace a culture of respect, diversity and inclusion Required Qualifications, Capabilities and Skills 3+ years in a similar banking, venture, credit or treasury role Outstanding professional reputation and integrity Strong leadership skills required Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly Extensive knowledge of products and services Preferred Qualifications, Capabilities and Skills Bachelor's degree preferred Superior knowledge of the market dynamics and its business environment preferred Excellent problem solving, oral, and written communication skills

WHAT IS THE OPPORTUNITY? The Credit Associate is responsible for supporting credit analysis and portfolio management activities. This role involves assisting with credit data analysis, underwriting, and portfolio review activities including facilitating credit risk recommendation. The Credit Associate may be assigned a book of lower-complexity loans and relationships. The Credit Solutions Associate collaborates with team members to ensure effective credit operations. The Credit Solutions Associate helps maintain high standards of credit quality and compliance. WHAT WILL YOU DO? * *Serve Municipal and/or Nonprofit clients across a national footprint:* * *Local Governments* * *School Districts* * *Water and Sewer Utilities* * *Colleges and Universities* * *Private Schools* * *Religious Organizations* * *Associations & Charities* * *Nonprofit Healthcare * * Provide customized credit and banking solutions within this specialized industry to support working capital, capital expenditures, growth, and other strategic business needs. * Operate within a relationship-focused model that emphasizes risk management, cross-functional collaboration, and long-term client partnerships. * Credit Analysis: Performs credit analysis activities to assess creditworthiness of borrowers, guarantors, and sponsors. * Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking. * Data Analysis: Analyzes credit data, market and industry reports, trendcards, and prepare credit presentations to support underwriting and portfolio management. * Risk Management: Supports effective risk management practices, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements. * Collaboration: Works closely with team members to ensure cohesive and effective credit operations. Participate in ad-hoc projects to support the organization's priorities. * Learning and Development: Demonstrates a strong desire to learn underwriting and portfolio management skills, actively seeking opportunities for professional growth and development, eventually leading to ownership of a portfolio of credits. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent in Finance, Business, or related field * Minimum 2 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries *Additional Qualifications* * Intermediate experience in credit management and lending operations, with a strong understanding of risk management principles * Desire to build leadership and coaching skills, with the ability to train and develop talent * Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams * Intermediate analytical skills, with the ability to interpret complex data and make informed decisions * Industry-specific knowledge and expertise **Municipal and/or Nonprofit * *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $34.55 - $55.19 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

This role drives execution and improvement of programmatic media buying (CTV, Display, Rich Media) for DR and Branding clients. Main Duties and Responsibilities Support planning, buying and optimization of programmatic media across multiple media types for a portfolio of clients Implement best practices for bidding, budget management, and reporting Support the documentation of optimizations and learnings Collaborate with account and product personnel on programmatic media plans Educate internal and external teams Design and implement strategies to improve performance for clients, supporting recommendations with results data Work to establish and manage existing PG, PMP, or other inventory lines with vendors Work with media planning teams on recommendations for buy adjustments, performance optimizations, and strategic alignment Work with first party and third party data providers to best target potential customers along the varied purchase funnel for each client Support planning and buying teams on invoice reconciliation and buy information entry into our financial system Requirements At least 2 year of hands-on programmatic buying experience Proven ability to drive programmatic performance Proven ability to thrive in highly collaborative work environments Advanced user of at least one DSP (TTD and Amazon preferred) Knowledge of statistical concepts relevant to optimization, as well as scientific testing in live media environments Strong familiarity with ad operations and campaign management (e.g. tagging, ad-servers, conversion tracking and attribution, etc)

reports on-site. Summary: Understands, communicates, and works to achieve the values, vision, and mission of FFB, FFA, and First Foundation, Inc. Responsible for delivering superior client service and proactively selling bank products/services that meet prospect/client needs. Requires a thorough understanding of various client needs, and transactions, effective communication skills, and the ability to sell/cross-sell/refer all bank products and services. Responsible for risk management, establishing new relationships, opening new accounts, and providing financial transactions in a professional, efficient, friendly, and accurate manner. Duties and Responsibilities: * Employee is responsible for adherence to all compliance programs and the completion of all required and assigned training by established due dates * Employee is responsible for understanding their duties and responsibilities as it relates to the Bank Secrecy Act, ("BSA"), Anti-Money Laundering Act ("AML"), and Office of Foreign Assets Control Regulations ("OFAC"). This includes understanding any responsibilities outlined under the Bank's BSA/ OFAC Program, participating in any required training, and promptly complying with all reporting requirements * Support the achievement of branch sales goals and objectives (i.e., deposits, loans, referrals, etc.) * Generate new business to assist in meeting established production and profitability goals of the branch * Needs-Based Selling: Proactively promote, cross-sell, and refer products and services as appropriate to meet our clients' financial needs * Prepare and compile new account applications and required information to open new accounts for both business and consumer prospects/clients * Refer client opportunities to internal and external sales partners to meet client financial needs * Provide ongoing relationship servicing with existing clients * Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism * Respond to clients' inquiries and requests regarding accounts * Work closely with the branch manager in the proactive sales efforts of the branch. i.e., telemarketing, outside prospect client appointments, appointment follow-up, etc. * Process routine to the complex client transaction. i.e., deposits, transfers, wires, check cashing, etc. * Notary Commission - serve as one of the branch team Notaries * Regular and consistent attendance required * Perform other duties as assigned Salary Range: The salary range budgeted for this position represents the Company's good faith minimum and maximum range for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location. Geographic Location: * Palos Verdes Estates, CA: $48,300 - $52,000 (Annually) Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education and/or Experience: * High school diploma or equivalent required; Associate/Bachelor's Degree preferred * A minimum of 1 to 2 years of financial service industry experience is required Skills: * Excellent command of the English language, both written and verbal, and the ability to effectively communicate with all levels within the organization and out in the community * Working knowledge and understanding of all bank products and services required * General Mathematics and Accounting * Must be able to assess any given situation, make decisions, and bring to a successful resolution * Must be experienced in the effective use of one or more core banking deposit and new account software * Must have satisfactory working knowledge and proficiency with Word, Excel, Outlook, PowerPoint, etc. Approximate Time Allocation: 25% = Risk Management, Operations, Compliance, Training, Meetings, etc. 75% = Sales/Client Service, Lobby Management Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to sit for long periods; use hands to operate controls on a computer; reach with hands and arms for phone and computer work; to communicate on the phone for extended periods. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. This job description is subject to change at any time. First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

Job DescriptionBenefits: Simple IRA Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Derek Tsu - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of insurance products reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: Experience in financial services preferred. Analytical and communication skills. FINRA Series 7 and 63 licenses preferred. Ability to relate to a customer. Goal-oriented and motivated by achieving measurable results.