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  • Investment Grade Credit Trader

    Pacific Asset Management, LLC

    Finance service representative job in Newport Beach, CA

    Investment Grade Credit Trader page is loaded## Investment Grade Credit Traderlocations: Newport Beach CA-700time type: Full timeposted on: Posted 30+ Days Agojob requisition id: R15422**Job Description:**We're actively seeking an experienced **Investment Grade Credit Trader** to join our growing Pacific Life Investments (PLI) team with a strong preference for candidates who have traded or managed assets on behalf of insurance companies. In this high-impact role, you'll execute trades directed by Portfolio Management in investment grade corporate bonds, with a focus on aligning with insurance General Account mandates and portfolio objectives. The ideal candidate will bring over 8 years of experience in investment grade credit markets and have a deep understanding of the unique regulatory, capital, and risk considerations involved in managing insurance portfolios. **This position will be located in our Newport Beach office.****How you'll help move us forward:*** Collaborate with portfolio managers, credit analysts, and portfolio strategy to support liability-driven investment strategies.* Monitor market conditions, credit spreads, and liquidity to help Portfolio Managers identify relative value opportunities and price anomalies.* Maintain strong relationships with broker-dealers and internal stakeholders to ensure best execution and market insight.* Contribute to the development of trading strategies, tools, and processes tailored to insurance asset management.* Ensure compliance with NAIC guidelines, internal risk limits, and regulatory requirements.**The experience you bring:*** 8+ years of sell-side or buy-side experience trading investment grade credit, preferably with direct exposure to insurance asset management or trading on behalf of insurance clients.* Strong understanding of insurance General Account portfolio objectives, regulatory capital considerations, and asset-liability management (ALM).* Demonstrated expertise in executing trades across U.S. and global investment grade corporate bonds, including primary and secondary markets.* Proficiency in Bloomberg, Excel, and fixed income analytics platforms. Experience with electronic trading platforms (e.g., MarketAxess, Tradeweb) is a plus.* Excellent communication, collaboration, and decision-making skills.* Upholds the highest standards of ethics and integrity.* Bachelor's degree in Finance, Economics, Mathematics, Statistics, or a related field; CFA designation or advanced degree preferred.**You can be who you are.**People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at Instagram.com/lifeatpacificlife. #LI-AJ1**Base Pay Range:**The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.$180,180.00 - $220,220.00**Your Benefits Start Day 1**Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.* Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents* Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off* Paid Parental Leave as well as an Adoption Assistance Program* Competitive 401k savings plan with company match and an additional contribution regardless of participation**EEO Statement:***Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.*At Pacific Life, we believe that success comes down to our people. That's why we're committed to embracing a flexible, diverse, and inclusive workplace where you can be your best self and do your best work. Our people-first culture creates a sense of belonging and prioritizes employee wellbeing, empowering you to achieve your full potential through our holistic health benefits, flexible working options, and a vibrant community of people working towards a shared purpose. You can connect with colleagues through employee connections groups, sharing your passions, interests, and ideas. Learn more about our . #J-18808-Ljbffr
    $62k-103k yearly est. 2d ago
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  • Client Services Representative

    Venbrook 3.3company rating

    Finance service representative job in Irvine, CA

    JOB TITLE: Client Services Representative (CSR) - Employee Benefits DEPARTMENT: Employee Benefits CLASSIFICATION: Non-Exempt LANGUAGE REQUIREMENT: Bilingual English and Spanish COMPENSATION: Hourly wage: $28.85 - $33.65 Based on experience COMPANY OVERVIEW: Venbrook is a privately held insurance brokerage and risk management firm providing tailored solutions across employee benefits, property and casualty, and specialty lines. Our teams support clients through direct service, accountability, and clear communication. Our culture emphasizes ownership, collaboration, and trust. We offer a comprehensive benefits package: 401k with employer match Medical, dental, vision, life, and disability insurance Paid Time Off Paid holidays Paid sick leave Professional development opportunities Flexible work arrangements JOB SUMMARY: The Client Services Representative supports employees and HR contacts with day-to-day benefit inquiries. You operate in a high-volume, member-facing environment. You resolve routine issues and escalate complex matters following defined guidelines. Your work supports a consistent member experience and reduces service interruptions for Account Management teams. DUTIES/RESPONSIBILITIES: Employee and Member Support Serve as the primary contact for benefit inquiries via phone and email Explain coverage, eligibility, and benefit usage in clear terms Guide members through carrier portals, mobile applications, and ID card access Support employees during open enrollment Provide bilingual support in English and Spanish Routine Benefits and Claims Support Process ID card requests and replacements Confirm provider network participation Respond to basic claim status inquiries Verify eligibility and enrollment changes Add or remove dependents Provide prescription refill guidance Address standard open enrollment questions Issue Identification and Escalation Identify issues requiring escalation Route cases to Account Management per internal guidelines Ensure complete documentation prior to escalation Maintain ownership until successful handoff is confirmed Documentation and Collaboration Document all interactions and outcomes in the CRM system Track open items through resolution Partner with Account Managers and Advocacy teams Identify recurring issues and share trends with leadership EDUCATION & EXPERIENCE: Required Skills & Qualifications · One to three years of experience in employee benefits, insurance · Bilingual English and Spanish · Clear written and verbal communication skills · Ability to manage high call and email volume · Strong organization and follow-through · Professional and composed in time-sensitive situations Preferred Qualifications · Experience in an employee benefits brokerage or consulting environment · Knowledge of health and welfare benefit plans · Experience with CRM or benefits administration platforms · Working knowledge of Outlook, Word, and Excel Measures of Success Timely resolution of routine member issues Clear and complete escalation documentation Positive member experience feedback Reduced disruption to Account Management workflows
    $28.9-33.7 hourly 1d ago
  • Airline Customer Service Representative in ONT Airport - Starting Pay $20/hr or $21/hr with Airline Experience | Part Time Opportunity (ONT CSA 2025)

    Hallmark Aviation Services 4.3company rating

    Finance service representative job in Ontario, CA

    Looking for ways to supplement your income with a part-time opportunity? Hallmark Aviation is seeking CUSTOMER SERVICE REPRESENTATIVES to provide Exceptional service to our WORLD CLASS International Airline at ONT airport. Perform a broad range of duties depending on location and service demands while delivering a high-quality product Daily functions may include rotation through ticket counter, lobby area, gate functions, customs, arrivals and other areas within the airport Constant passenger & crew interaction Operate jet bridge Resolve issues with flight activity to ensure on-time departure Some cash handling transactions, manifests, and labeling Skills Common sense and organized Mental capacity to make quick and rational decisions Effective communication skills and good listening skills Able to multi-task and carry out duties in a fast-paced environment Bilingual speakers needed. Environmental Conditions: * Involves continuous people interaction and exposure to aircraft sounds Required Skills Basic Requirements At least 18yrs old, with a High School Diploma or G.E.D. English proficient, other languages may be required Basic Math Skills: Adding, Subtracting, Division, and Multiplying Computer Literate Able to stand, bend, squat, reach, grasp and pick up items; occasional lifting up to 70lbs Reading & comprehension of reference materials, instructions, policies & procedures Starting pay $20/hr or $21/hr with Airline Experience
    $20-21 hourly 4d ago
  • Veterinary Sales Representative -Flex Time (12 days/mo)

    Promoveo Health 3.0company rating

    Finance service representative job in Riverside, CA

    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.
    $54k-100k yearly est. 20h ago
  • Relationship Banker - Orange Coast East Market

    Bank of America Corporation 4.7company rating

    Finance service representative job in Irvine, CA

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaborates effectively to get things done, building and nurturing strong relationships. Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. Is confident in identifying solutions for new and existing clients based on their needs. Communicates effectively and confidently, and is comfortable engaging all clients. Has the ability to learn and adapt to new information and technology platforms. Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). Applies strong critical thinking and problem-solving skills to meet clients' needs. Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. Efficiently manages time and capacity. Focuses on results, while acting in the best interest of the client. Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions. One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. Six months of cash handling experience. Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: * High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and Loan Originators. Shift: 1st shift (United States of America) Hours Per Week: 40
    $32k-37k yearly est. 6d ago
  • External Sales Representative | Southern California

    Seller's Advantage 3.9company rating

    Finance service representative job in Riverside, CA

    Location: Remote, with travel throughout Los Angeles, Orange, Riverside, and San Bernardino Counties depending on your location Schedule: Full-time | Flexible | Travel Required Compensation First 3 months: $10k per month After initial period: 100% commission-based earnings On-Target Earnings: $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. 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 (Los Angeles, Orange County, Riverside, and San Bernardino Counties). 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: $10,000 per month. After 3 months: 100% commission-based earnings. On-Target Earnings: $250K+ (NO CAP). Performance-based incentives and bonuses. 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) with matching. Life insurance and disability coverage. Paid time off. 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. Job Type: Full-time Pay: From $125,000.00 per year Benefits: 401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Vision insurance Application Question(s): Are you able to be on the road 80% of the time? Experience: Sales: 5 years (Required) Work Location: On the road
    $54k-100k yearly est. 5d ago
  • Sales Representative

    California Mantel & Fireplace, Inc.

    Finance service representative job in Anaheim, CA

    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
    $42k-79k yearly est. 3d ago
  • Investment Grade Credit Trader

    Pacific Life 4.5company rating

    Finance service representative job in Newport Beach, CA

    Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. We're actively seeking an experienced Investment Grade Credit Trader to join our growing Pacific Life Investments (PLI) team with a strong preference for candidates who have traded or managed assets on behalf of insurance companies. In this high-impact role, you'll execute trades directed by Portfolio Management in investment grade corporate bonds, with a focus on aligning with insurance General Account mandates and portfolio objectives. The ideal candidate will bring over 8 years of experience in investment grade credit markets and have a deep understanding of the unique regulatory, capital, and risk considerations involved in managing insurance portfolios. This position will be located in our Newport Beach office. How you'll help move us forward: Collaborate with portfolio managers, credit analysts, and portfolio strategy to support liability-driven investment strategies. Monitor market conditions, credit spreads, and liquidity to help Portfolio Managers identify relative value opportunities and price anomalies. Maintain strong relationships with broker-dealers and internal stakeholders to ensure best execution and market insight. Contribute to the development of trading strategies, tools, and processes tailored to insurance asset management. Ensure compliance with NAIC guidelines, internal risk limits, and regulatory requirements. The experience you bring: 8+ years of sell-side or buy-side experience trading investment grade credit, preferably with direct exposure to insurance asset management or trading on behalf of insurance clients. Strong understanding of insurance General Account portfolio objectives, regulatory capital considerations, and asset-liability management (ALM). Demonstrated expertise in executing trades across U.S. and global investment grade corporate bonds, including primary and secondary markets. Proficiency in Bloomberg, Excel, and fixed income analytics platforms. Experience with electronic trading platforms (e.g., MarketAxess, Tradeweb) is a plus. Excellent communication, collaboration, and decision-making skills. Upholds the highest standards of ethics and integrity. Bachelor's degree in Finance, Economics, Mathematics, Statistics, or a related field; CFA designation or advanced degree preferred. You can be who you are. People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife. #LI-AJ1 Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $180,180.00 - $220,220.00 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
    $61k-105k yearly est. Auto-Apply 60d+ ago
  • Part Time (30 Hours) Associate Banker, Diamond Valley Branch, Hemet, CA Bilingual Spanish Required

    JPMC

    Finance service representative job in Hemet, CA

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Reading and speaking in both English and Spanish fluently is required for this role Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
    $52k-103k yearly est. Auto-Apply 60d+ ago
  • Correctional Services Officer (Part-Time)

    City of Santa Ana, Ca 4.7company rating

    Finance service representative job in Santa Ana, CA

    The City of Santa Ana is looking for individuals who are results-oriented, possess great attitude, demonstrate creativity and innovation, work efficiently, show a record of success and have a passion for public service. Having highly talented employees provides the best service to our community. DEFINITION Under general supervision of full-time staff, performs duties related to booking, monitoring and maintaining order among inmates in a direct supervision jail facility. This part-time classification is distinguished by the need to exercise independent judgment and initiative in the performance of duties within specific areas of responsibility in a Type II jail facility that uses a "direct supervision" inmate management philosophy. Incumbents will work independently under the indirect supervision of designated full-time jail or police department personnel. Note: CalPERS (CA PUBLIC EMPLOYEES' RETIREMENT SYSTEM) retired annuitants are not eligible for this position. * Assists in monitoring the conduct of inmates in a variety of custodial situations within a jail facility. * Performs inmate intake processes by searching, accepting property, checking criminal history records, booking, issuing clothing, fingerprinting and photographing inmates. * Ensures that inmate property is recorded and safely secured. * Escorts inmates to housing modules from attorney visits, medical visits, and inmates returning from court. * Escorts and directs inmates to recreational, operational and rehabilitative activities; observes interaction and verbally or physically intervenes if necessary. * Assists in ensuring that the facility is clean, well-maintained and secure. * Monitors condition of jail facility, identifies hazards or maintenance issues and refers matters requiring attention to appropriate personnel. * Receives, resolves or attempts to resolve complaints or requests from inmates; refers matters to supervisors. * Completes appropriate records such as assignment logs, transfer and release paperwork, etc. * Responds appropriately to inquiries regarding inmates. * Receives and checks incoming and outgoing mail and correspondence. * Observes and directs activities during inmate visits. * Enforces jail rules and prepares written documentation concerning incidents or violations. * Controls or assists in monitoring access to attorney rooms and visiting areas within the facility. * Assists in processing inmates for court appearances as necessary. * Operates department vehicle to pick up medications from local pharmacies, as needed. * Operates manual and electronic jail security systems. * Provides escort services for maintenance staff and other service providers within the jail facilities. * Performs administrative tasks updating classification or housing information, serving subpoenas, processing paperwork and preparing memos and reports. * Assists in ensuring that operations comport to applicable state and federal laws concerning the confinement and security of inmates as well as other administrative regulations, judicial rulings, and Police Department manuals, policies and regulations. * Performs other related functions as assigned. Sufficient training, education, and/or experience to demonstrate the skills and abilities listed below; successful completion of pre-employment process including comprehensive background investigation with no felony convictions; 18 years of age at the time of application. Skill in: Exercising safe and effective communication skills; basic typing and computer use. Ability to: Maintain security, control and custody of inmates; provide clear and direct instructions on rules, regulations and procedures; interact with people of varied social, economic and cultural backgrounds; develop and maintain accurate records and prepare thorough but concise reports: utilize various management information systems and automation tools to maintain and access information and electronic communications via desktop computer systems and computer networks; make decisions on effective courses of action in emergency situations; establish and maintain effective working relationships with others; work effectively under minimal supervision. NOTE: Must possess and maintain a valid California Class C driver's license as a condition of employment. Tattoo Policy: Tattoos shall not be visible while employees are on-duty. If you have any visible tattoos on or behind the ear, on the hands or fingers, on the neck or head that cannot be covered by a standard collared uniform shirt, you do not meet our tattoo policy and you will not be able to continue in the selection process. If you have any questions regarding the tattoo policy, please contact Background Unit Supervisor, Sergeant Daniel Baek via e-mail ******************* Candidates will be required to attend and successfully complete an eight-week correctional officer training academy. Attendance dates are to be determined.All applicants are required to complete and submit a City application form and answer the supplemental questionnaire online. Resumes or faxed copies will not be accepted in lieu of the City online application. To apply, click on the "Apply" link located at the top of this page. New users must create an account first. Click on this link for instructions on how to set up your account and apply for the first time: Online Employment Application Guide. Applications, as well as responses to the supplemental questionnaire, will be reviewed by the Human Resources Department and Police Department. A Personal History Statement and Background Investigative Questionnaire, completed by candidates prior to the end of the selection process, will also be reviewed by the Police Department. Applicants that possess the most recent and pertinent qualifications will be invited to continue in the selection process, which includes (may be administered/scored in a different order than what is listed below): 1. REACT Test: (50%) includes multiple-choice video simulations and computer administered test in which candidates must complete the following four components: a video-based human relations test, a reading test, a math test and a report writing test. Testing takes approximately 2 hours. The examination is administered by the National Testing Network. PLEASE DO NOT TAKE THE REACT EXAM UNTIL YOU RECEIVE AN E-MAIL STATING THAT YOU MEET THE MINIMUM QUALIFICATIONS. Candidates need a score of 75% or higher on the Video Section, 70% or higher on the Count Section, and 80% or higher on the Reading Section to pass this examination. The following three selection components (#2 Physical Agility Examination, #3 Oral Interview Examination and #4 Background Review) are all consolidated inone full day of testing. 2. PHYSICAL AGILITY EXAMINATION:(Qualifying) will evaluate each applicant's physical strength, agility and endurance in the following timed components: * 1.5 MILE RUN : The 1.5 mile run must be completed within 14 minutes to pass the City of Santa Ana physical agility test. * 50 YARD SPRINT: Sprint on a straight track within 30 seconds. * OBSTACLE COURSE: Complete the following: Start 15 yards back from the beginning of flight of stairs or bleacher steps, walk or jog the 15 yards, climb up 10 steps, return down the stairs and jog or run back to the original starting point within 30 seconds. * BODY DRAG: Lift and drag 165-pound lifelike dummy 20 feet within 20 seconds. Each of the above events are timed. Candidates must successfully complete all four events to pass the physical agility test. Tentative 2026 CO PAT Dates: 02/19/26, 03/12/26, 04/23/26, 05/21/26, 06/25/26, 07/23/26, 08/27/26, 09/24/26, 10/22/26, 11/19/26, 12/17/26 3. ORAL INTERVIEW EXAMINATION: (50%) will evaluate experience, training and personal qualifications for the position. Candidates need a score of 70% or higher to pass this examination. 4. BACKGROUND REVIEW: (Qualifying) prepare personal statement, receive background packet and meet with background investigator. 5. BACKGROUND INVESTIGATION AND MANAGEMENT ORAL INTERVIEW:(Qualifying) candidates will be investigated regarding employment, neighborhood conduct, references, financial stability, criminal history, driving history, educational history, and other related factors. Management will evaluate each candidate's experience, training and personal qualifications for the position. Candidates need a score of 70% or higher to pass this examination. 6. POLYGRAPH EXAMINATION:(Qualifying) candidates will take a polygraph examination designed to determine the truthfulness of the candidate's responses about his/her qualifications and suitability as a Correctional Officer. 7. PSYCHOLOGICAL EVALUATION: (Qualifying) candidates will be interviewed by a licensed psychologist to assess the candidate's behavior and character to determine if an individual is at significant risk for employment problems as a Correctional Officer. BILINGUAL ORAL FLUENCY EXAM:(If applicable) Applicants interested in receiving bilingual pay must be fluent in both English and any one of the following languages: Spanish, Chinese, Korean, Vietnamese, and other languages designated by the Orange County Registrar of Voters. Candidates do not need to pass this examination in order to continue in the selection process. BILINGUAL ORAL FLUENCY EXAM: (If applicable) Applicants interested in receiving bilingual pay must be fluent in both English and any one of the following languages: Spanish, Chinese, Korean, Vietnamese, and other languages designated by the Orange County Registrar of Voters. Candidates do not need to pass this examination in order to continue in the selection process. Applicants must pass every component of the selection process in order to be further considered. NOTE: Prior to appointment, candidates will undergo a thorough backgrounds process, polygraph assessment, psychological suitability evaluation, and medical examination to determine minimum acceptable physical qualifications. Once appointed, candidates will be required to attend and successfully complete an eight-week, full-time Correctional Officer training academy within the one-year probationary period. The City of Santa Ana is an equal opportunity employer. If you consider yourself a person with a disability, you may contact us regarding providing reasonable accommodation.
    $40k-52k yearly est. Easy Apply 25d ago
  • Associate - Finance - Banking (Lender Side)

    The Practice Group 4.5company rating

    Finance service representative job in Costa Mesa, CA

    About Latham & Watkins Latham & Watkins is one of the world's leading global law firms advising the businesses and institutions that drive the global economy. We are the market leaders in major financial and business centers globally and offer unmatched expertise and resources to help you grow from an intellectually curious self-starter into an exceptional lawyer. If you aspire to be the best, this is where you belong. About the Practice Group Latham's Banking & Private Credit Practice leads the market in every major financial center worldwide. We advise a diverse range of credit providers, including banks, financial institutions, and private credit funds, as well as borrowers ranging from major public companies and sponsors to startups and growth companies. This vast scale and deep experience provide Latham with an unmatched 360-degree view of public and private markets. Always Ahead of the Market We see more deals than any other law firm, annually advising on hundreds of financings valued at hundreds of billions of dollars. Our practice, distinguished by its breadth and sophistication, covers every key product and deal type in every major market. With a track record of firsts, we consistently top global league tables and industry rankings and remain ahead of market shifts. Leveraged Finance Leader Latham's deep understanding of the sponsor market and trend-setting capabilities uniquely position us to advise both lenders and borrowers on leveraged and acquisition financings. We navigate the complexities of syndicated and private credit markets, providing strategic advice to major players across all industries. Our pioneering work in the direct lending market enhances our ability to guide direct lenders and their borrowers through complex deals, leveraging market-leading capital markets, M&A, and restructuring experience to develop innovative structures and facilitate efficient dealmaking. Prowess in Syndicated Lending Our broad and sophistication practice covers every key market, structure, and deal type in the syndicated market. With our global footprint, we regularly top the legal advisor league tables for syndicated lending and have worked on many of the largest and most complex leveraged buyouts in multiple jurisdictions. With decades of experience guiding clients through broadly syndicated loans and asset-backed lending transactions, we are a key port of call for investment banks and borrowers alike when navigating this complex marketplace. Private Credit Pioneer Our practice, built on a foundation of innovation and experience, counts as clients the most active lenders, funds, credit platforms, and investment managers, as well as borrowers, in a wide range of transactions from the middle market to large-cap. We routinely guide sophisticated private capital providers through: First and second lien loans Unitranche loans Mezzanine loans Asset-based loans, including first-in last-out (FILO) loans Preferred equity and other junior capital transactions Our experience spans deal sizes from the middle market to complex multi-billion dollar unitranche transactions. We design and implement multi-tiered capital structures, addressing subordination, security, intercreditor issues, restructurings, equity co-investments, and tax and regulatory matters. Excellence Across Syndicated and Private Markets Clients benefit from our profound market understanding and strong relationships with key players, including leading global banks, private capital funds, financial sponsors, information sources, and other market participants. We collaborate across Latham's global private capital platform to deliver seamless services tailored to each client's strategy and transaction objectives. We draw on our vast network to answer niche questions, meet client needs, and make transactions work for all parties. Built for Complexity Our Banking & Private Credit Practice is built for complex, cutting-edge, and consequential deals. This vantage point allows us to anticipate market shifts and tailor solutions to specific financial goals and risk appetites, accelerating growth and unlocking shareholder value through creative and innovative financing strategies. Our team is strategically positioned to advise and address the needs of our clients in any market, drawing on a winning complement of deep product expertise, innovation, and exceptional execution capabilities. About the Role The Latham Banking Practice is seeking associates with a minimum of 2 years of private credit, acquisition finance or leveraged finance experience to join our cutting edge and constantly growing team. Our clients are arrangers and direct lenders. This is a high growth practice with a supportive, collegial culture that continues to expand every year. Main Contact Details Lateral Recruiting - Finance ******************************** Additional Information Investing in the well-being of our lawyers and staff is among the firm's highest priorities. Through our “LiveWell Latham” program, we offer best-in-class benefits and comprehensive resources designed to support you and your loved ones through all life's moments - from building a family and taking care of loved ones, to managing your health and saving for the future. Latham & Watkins is an equal opportunity employer. The Firm prohibits discrimination against any employee or applicant for employment on the basis of race (including, but not limited to, hair texture and protective hairstyles), color, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including veterans of the Vietnam era), gender expression, marital status, or any other characteristic or condition protected by applicable statute. We periodically provide demographic data to legal publications, bar associations, civic and community organizations, and in some instances, to local, state, and federal government agencies as required by law or contract. So that the firm can provide this information accurately, we request that you consider self-identifying. Please click here to review your rights under U.S. employment laws. In accordance with Latham & Watkins policies, associates in this role must protect and maintain any highly sensitive, confidential, privileged, financial and/or proprietary information that Latham & Watkins retains either as part of the legal services the Firm provides to clients or for internal purposes. Los Angeles: Latham & Watkins LLP will consider qualified applicants with criminal histories in a manner consistent with the City of Los Angeles Fair Chance Initiative for Hiring Ordinance (FCIHO). Please click the link above to review the Ordinance. San Francisco: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Please click the link above to review the Ordinance. Massachusetts: 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. An employer that violates this law may be subject to fines and/or a private right of action for $500 in statutory damages “for each such violation,” among other things. Pay Range Associate Base Salary Discretionary bonuses may be available depending on application circumstances and position. Class of US Payroll 2026 $225,000 2025 $225,000 2024 $235,000 2023 $260,000 2022 $310,000 2021 $365,000 2020 $390,000 2019 $420,000 2018 $435,000
    $33k-78k yearly est. Auto-Apply 22d ago
  • Part Time (30 Hours) Associate Banker, La Puente and Lemon Branch, Walnut, CA Bilingual Mandarin Preferred

    Jpmorgan Chase Bank, N.A 4.8company rating

    Finance service representative job in Walnut, CA

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience. Reading and speaking in both English and Mandaring fluently is preferred for this role. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Base Pay/Salary Walnut,CA $22.50 - $27.60 / hour
    $22.5-27.6 hourly 5d ago
  • Parking Services Officer/Accident Investigator

    Military, Veterans and Diverse Job Seekers

    Finance service representative job in Orange, CA

    The following duties are normal for this position. These are not to be construed as exclusive or all-inclusive. Other duties may be required and assigned. Enforces all state laws, city ordinances, and regulations pertaining to the parking of vehicles on public and private property Issues parking citations and warnings to violators Stores and impounds vehicles when necessary for parking in violation of state laws and city ordinances Immobilizes vehicles for unpaid parking citations Responds to a variety of traffic collisions and incidents Interviews involved parties, witnesses and victims of accidents Prepares written reports, forms, and diagrams documenting accident investigation Assists sworn police officers with accident investigation and interviewing witnesses at major accidents involving injuries and/or fatalities Investigates hit & run collisions Directs traffic at collisions, special events, malfunctioning traffic signals, or wherever necessary Deploys radar trailers and electronic message boards Assists the public and tourists with general inquiries and request Minimum Qualifications Any combination demonstrating the ability to effectively and successfully perform the duties of the position is considered qualifying. A typical combination is as follows: Education: Associate's degree in criminal justice, criminology or related field. Requires the ability to take POST-certified technical courses in traffic collision investigations. Experience: Two years of experience in a law enforcement agency with one year of strong public contact work experience is required. Any direct experience, training or coursework related to the field of parking enforcement and traffic accident investigation is highly desirable.License/Certificate Requirements: Due to the performance of field duties which requires the operation of a City vehicle, a valid California Drivers license and an acceptable driving record are required. A POST PC 832 Certificate will be required prior to the passing of the probationary period. A POST Basic Academy certificate will satisfy the PC 832 requirement.
    $47k-77k yearly est. 60d+ ago
  • Farmers Financial Sales Rep

    Joseph McCain Farmers Insurance

    Finance service representative job in Newport Beach, CA

    Job Description Don't stay stuck in the same place, continue to grow with us! Joseph McCain Farmers Insurance in Newport Beach, California, is looking for a dedicated, driven individual to join our growing team as a Full-Time Financial Services Agent. If you are determined and have amazing relationship-building skills, then this is your opportunity for a rewarding career with excellent income and growth potential . As a Financial Services Agent, you will be giving back to your community every day by assisting customers with the coverage to fit their unique needs. Whether you are experienced in sales, or just looking to begin your career in our amazing industry, we can help you launch your career to new heights. No previous experience? No problem! If you have proven experience selling in another industry, plus great customer service skills, and are ready to learn and grow, we can teach you everything you need to know about the industry. If you are looking for the chance to learn new skills and grow your career, this may be the role for you. Entry-level applicants will begin with a base salary and an opportunity to earn additional compensation during their first year. Are you an experienced Financial Services Agent? Amazing! Experienced applicants start with a base salary and top performers benefit from a competitive commission structure. You will also benefit from additional training and development opportunities, making this a great opportunity to transfer your skills and grow your career. If you're interested in taking your skills to the next level in a constantly evolving industry, apply today! Benefits Annual Base Salary + Commission + Bonus Opportunities Flexible Schedule Career Growth Opportunities Paid Time Off (PTO) Responsibilities Meet new business production goals and objectives as established. Develop insurance quotes, make sales presentations, and close sales. Develop new Financial Services opportunities. Treat each customer contact as a cross and up-sell opportunity including financial products. Contact businesses and private individuals by telephone to promote products, services and/or referral programs. Work independently and as part of a team. Requirements Possess a genuine willingness to learn, be intuitive and resourceful and be coachable. Be a great self-starter with a sense of urgency. Career minded vision. Great Customer Service Skills. Successful sales background. Bilingual, fluent in both English and Spanish is beneficial.
    $49k-80k yearly est. 11d ago
  • Patient Financial Services Specialist

    Ameripharma

    Finance service representative job in Laguna Hills, CA

    Job DescriptionSalary: $22- $26 Hourly. DOE AmeriPharma is a rapidly growing healthcare company where you will have the opportunity to contribute to our joint success on a daily basis. We value new ideas, creativity, and productivity. We like people who are passionate about their roles and people who like to grow and change as the company evolves. AmeriPharmas Benefits Full benefits package including medical, dental, vision, life that fits your lifestyle and goals Great pay and general compensation structures Employee assistance program to assist with mental health, legal questions, financial counseling etc. Comprehensive PTO and sick leave options 401k program Plenty of opportunities for growth and advancement Company sponsored outings and team-building events Casual Fridays Job Summary As a Financial Assistance Coordinator at AmeriPharma, you will play a vital role in ensuring patients have access to theirprescribed medications by finding tailored solutions to minimize their out-of-pocket expenses. This role requires astrong understanding of major medical and pharmacy billing, particularly in the context of the Medicare Part D program.Your mission will be to assist patients in obtaining their medications in a timely and cost-effective manner whileadhering to compliance guidelines. Schedule Details Location: On-Site, Laguna Hills, CA Two Positions Hours: Monday-Friday, 8:00 AM - 4:30 PM OR Monday-Friday, 5:00 AM - 1:30 PM Duties and Responsibilities Facilitate copay assistance enrollment with patients, foundations, prescriber offices, and other departments as needed. Tracking foundation fund availability and enrolling in a timely manner. Communicate with patients on available copay assistance programs and status changes. Reports patients refusing to pay copays or provide financial documentation for copay assistance enrollment tothe Financial Assistance Supervisor Reports patients who do not wish to proceed to Financial Assistance Supervisor Other duties as assigned Required Qualifications Patient-Centered Mindset: Demonstrate a strong commitment to the patient experience by providing personalized support tailored to each individual's financial needs and challenges. Analytical Skills: Review and assess patient information in detail to identify the most effective financial assistance options available. Billing Proficiency: Possess in-depth knowledge of major medical and pharmacy billing processes, with a strong understanding of Medicare Part D program structure and reimbursement models. Copay and Foundation Programs: Have working knowledge of copay assistance programs and nonprofit foundation support resources to help reduce patients out-of-pocket costs. Problem-Solving Abilities: Apply critical thinking to develop creative and effective solutions that ensure patients have access to prescribed therapies. Time Management: Prioritize tasks effectively and manage time efficiently to maximize impact and maintain workflow momentum. Team Collaboration: Thrive in both independent and team environments, collaborating seamlessly with cross-functional departments to support comprehensive patient care. Adaptability: Demonstrate a willingness to quickly learn and adapt to evolving practices in both major medical and pharmacy billing. Multitasking: Ability to effectively manage multiple tasks in a dynamic, fast-paced environment with shifting priorities. Education and Experience Requirements Associates Degree or equivalent experience in a related field Preferred Qualifications Medical Software Experience: Prior experience using medical record systems and software. Relevant Background: Previous experience as a Patient Access Coordinator or Financial Assistance Coordinator is highly preferred. Copay & Foundation Knowledge: Strong understanding of copay assistance programs and foundation-based financial support. Industry Experience: Prior experience in a specialty pharmacy, specialty home infusion setting, or a similar healthcare environment is a plus. Therapeutic Expertise: Prior experience with immunoglobulin (IG) therapies, oncology treatments, and related billing processes is highly preferred. Communication Skills: Excellent verbal and written communication abilities, with strong interpersonal skills. Time Management: Proven ability to work well under pressure and effectively prioritize tasks. Problem-Solving: Proactive and resourceful problem solver with a patient-centered, customer-first mindset. Organizational Skills: Highly organized and detail-oriented in managing complex workflows. Technical Proficiency: Skilled in Microsoft Office Suite and Google Workspace (Gmail, Google Chat, Drive, Calendar, Docs, Sheets). Tech Savvy: Strong computer skills with the ability to quickly learn and navigate new systems and platforms. AmeriPharmas Mission Statement Our goal is to achieve superior clinical and economic outcomes while maintaining the utmost compassion and care for our patients. It is our joint and individual responsibility daily to demonstrate to outpatients, prescribers, colleagues, and others that We Care! Physical Requirements 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 the essential functions. While performing the duties of this job, the employee is continuously required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and stoop, kneel, crouch or crawl. The employee must regularly lift and/or move up to 20 pounds and occasionally lift/or move up to 30 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to adjust focus. EEO Statement The above statements are intended to describe the work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The duties and responsibilities of this position are subject to change and other duties may be assigned or removed at any time. AmeriPharma values diversity in its workforce and is proud to be an AAP/EEO employer. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, sexual orientation, gender identity, national origin, age, protected veteran status, or based on disability or any other legally protected class.
    $22-26 hourly 6d ago
  • Career Services Officer

    Stanbridge University 4.2company rating

    Finance service representative job in Irvine, CA

    Stanbridge University, a premier leader in nursing and allied health education, is dedicated to preparing compassionate, skilled healthcare professionals through innovative, service-driven learning. The Career Services Officer plays a key role in supporting this mission by empowering students and alumni to navigate today's healthcare job market, providing strategic career coaching, building strong employer partnerships, and advancing licensure-aligned employment outcomes across all programs. Key Responsibilities: Career Coaching & Student Development- Provide one-on-one and group coaching in resume writing, LinkedIn optimization, interview preparation, and job search strategies tailored to healthcare careers. Conduct behavioral mock interviews, leveraging recruiter-level expertise to improve student performance and confidence. Assess students' strengths, competencies, and career goals to guide them toward appropriate employment pathways. Develop and deliver career readiness workshops informed by real-world recruiter expectations, hiring trends, and competency models. Employer Relations & Partnerships- Identify, engage, and maintain relationships with hospitals, clinics, long-term care providers, rehabilitation centers, and other healthcare employers. Conduct prospecting, outreach, and relationship-building activities to expand the university's employer network and externship pipelines. Communicate employer needs and hiring expectations to students and faculty. Support the planning and execution of employer panels, healthcare career fairs, recruitment events, and networking forums. Program Development & Collaboration- Develop targeted resources such as job search guides, competency-based resume templates, interview preparation tools, and market-specific career materials. Contribute insights from employer engagement activities to support departmental planning and service enhancements. Data Tracking, Reporting & Continuous Improvement- Track and report student engagement, job placement metrics, alumni outcomes, and employer activity using CRM or career services management systems. Apply data-driven decision making to evaluate program effectiveness, identify gaps, and implement enhancements to services and employer engagement strategies. Stay current on healthcare hiring trends, credentialing requirements, licensure pathways, and regulatory changes impacting employment. Additional Responsibilities- Attend trainings, conferences, and professional development workshops to remain current in career services best practices. Perform other duties as assigned in support of departmental and institutional goals. Qualifications: Required- Bachelor's degree in a relevant field. Exceptional communication and interpersonal skills. Proficient in Microsoft Office Suite. Ability to work independently and collaboratively in a fast-paced setting. Strong organizational and time management abilities. $21.00 - $24.00/hr. (Compensation is dependent upon education and experience). Preferred- Experience in career services, advising, or student services, ideally in higher education or healthcare. Confidence and proficiency in conducting cold calls and proactive outreach to prospective healthcare partners to expand graduate placement opportunities. Knowledge of healthcare licensure pathways and industry expectations. Familiarity with healthcare-specific job search strategies and employer relations. Experience with job placement metrics, database systems, or career tracking platforms. Conditions of Employment: A job-related assessment may be required during the interview process. Must be able to perform each essential duty satisfactorily and be physically present in the office (unless otherwise noted). Employment verification will be conducted to validate work experience per accreditation standards. Offers of employment are contingent upon the successful completion of a background check. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Work Environment: Standard office/classroom/lab or clinical setting. Duties are typically performed while sitting at a desk or computer workstation. May include time spent in skills labs or bedside environments as required by the program. Subject to frequent interruptions, noise from talking or office equipment, and demanding timelines. Physical Demands: Regularly sits for extended periods. Physical ability to perform program- or department-related duties. Proficient in using electronic keyboards and office equipment. Effective verbal communication via phone and in person. Ability to read fine print, operate computers, and understand voices clearly. Able to lift, carry, and/or move objects weighing 10-25 pounds as needed. Employee Benefits: Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k) Exciting university events Seasonal motivational health and wellness challenges Work/Life Balance initiatives Onsite wellness program / Staff Chiropractor Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Institutional Values: Diversity and Inclusion: Stanbridge University's motto, “Strength through Diversity,” reflects our deep commitment to honoring the diverse backgrounds of our students, faculty, staff, and surrounding communities. We strive to build an inclusive learning environment and uphold anti-discrimination practices in all aspects of university life. Innovation and Technology: We embrace cutting-edge technology to enhance student learning through interactive, hands-on experiences, including virtual reality and simulation labs-ensuring students are prepared for the demands of modern healthcare practice. Community Engagement: Through initiatives such as Stanbridge out REACH, students are empowered to give back to local and global communities, cultivating compassion, civic responsibility, and social awareness. Equal Opportunity Employer: Stanbridge University is an Equal Opportunity Employer. We are committed to building a diverse and inclusive workplace. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity, or any other protected status. All qualified applicants are encouraged to apply.
    $21-24 hourly Auto-Apply 38d ago
  • Financial Representative

    National Life Group-Northern California Agency

    Finance service representative job in Irvine, CA

    Job Description Financial Representative - Bilingual in English and Chinese is a plus Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed. What you will receive: • Flexible schedule with remote and in-person work options. • Full benefits package: health, dental, vision, 401(k), pension, life insurance. • Training stipend and performance-based bonuses. • Company-sponsored travel and professional development programs. •Sponsorship for required licenses and continuing education. We can only consider applicants authorized to work in the United States. Responsibilities: Participate in structured coaching and mentorship programs. Offer solutions in insurance, asset accumulation, and retirement planning. Leverage company-provided marketing tools and industry resources. Develop client relationships and provide tailored financial strategies. Follow a leadership advancement track with career growth opportunities. Qualifications: Must be authorized to work in the US. Demonstrated leadership or a proven track record of success. Self-motivated, coachable, and driven to succeed. Excellent communication and relationship-building abilities. No prior experience in finance is required-comprehensive training is provided. Bilingual in English and Chinese is a plus About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 176 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence. You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
    $28k-46k yearly est. 21d ago
  • Associate Banker

    Bank of Montreal

    Finance service representative job in Santa Ana, CA

    Application Deadline: 02/27/2026 Address: 3931 S. Bristol St. Job Family Group: Retail Banking Sales & Service This is a part-time 25 hours a week position. Must be available Monday, Wednesday, Friday and Saturdays. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $50,500.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-50.5k yearly Auto-Apply 19d ago
  • Reserve Animal Services Officer PT (CASA)

    City of San Clemente 4.0company rating

    Finance service representative job in San Clemente, CA

    "Make a difference in the lives of animals and your community-become a Reserve Animal Officer with CASA!" Apply Now! Join Our Team as a Reserve Animal Officer! Coastal Animal Services Authority (CASA) is hiring a part-time, hourly Reserve Animal Officer to serve our vibrant coastal community. We're looking for a compassionate individual who thrives in a community-focused environment and is passionate about animal care. What We're Looking For: * Strong customer service skills and experience working with the public * A genuine love for animals and commitment to their well-being * Team-oriented mindset and a proactive attitude Why CASA? You'll be part of a dedicated team making a real difference in the lives of animals and the people who care for them. Apply Today! Early applicants will be prioritized. THE POSITION This position receives direction from assigned higher level staff to enforce State and City laws, ordinances, and regulations pertaining to animals; to patrol an assigned geographical area and respond to public inquiries and complaints; and to provide information and assistance to the public. Essential and other important responsibilities and duties may include, but are not limited to, the following: * Patrol City streets, roads, beaches, and parks; search for stray dogs, domestic and wild animals; pickup and/or removal of deceased animals from public roads and highways. * Enforce State, City and local animal control laws and codes; explain ordinance relating to keeping and caring for animals to the public; issue citations for violations of the animal control ordinance. * Respond to calls of injured and stray animals, barking dogs, leash and sanitation violations; take appropriate action; investigate reports of animal abuse and cruelty. * Respond to animals locked in cars without proper ventilation, food, or water. * Provide information pertaining to animal control laws and ordinances to local groups and citizens; return wild animals to their natural habitat. * Capture and impound, sick, injured, trapped, or vicious domestic and wild animals; quarantine animals involved in biting incidents; euthanize sick and injured animals. * Transport animals to the animal shelter; assign kennels; return licensed animals to their owners. * Prepare formal complaints and charges for criminal court actions against violators of local ordinances and State laws pertaining to animal control. * Assist the public and respond to inquiries; perform dog licensing activities; collect fees. * Prepare and maintain a variety of records and reports. Knowledge of: Various breeds of dogs, cats and other domestic animals. Procedures and techniques for dealing with the public in a tactful but firm manner. Basic methods of animal collection and impoundment. Basic computer skills. Ability to: Enforce animal regulations. Learn, interpret and apply laws and regulations of the City related to animal control. Perform a variety of animal control activities. Maintain accurate records. Learn and utilize proper handling and muzzling techniques. Administer animal first aid. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective working relationships with those contacted in the course of work. Maintain effective audio/visual discrimination and perception to the degree necessary for the successful performance of assigned duties. Maintain mental capacity which allows the capability of making sound decisions and demonstrating intellectual capabilities. Experience and Education/Training Guidelines Any combination of experience and training that would likely provide the required knowledge and abilities is qualifying. A typical way to obtain the knowledge and abilities would be: Experience: Some experience in the handling of animals in a professional capacity. Education/Training: Equivalent to the completion of the twelfth grade. License or Certificate: Possession of, or ability to obtain, a valid appropriate California Driver's License by the time of appointment. Possession of a valid PC.832 certificate preferred. Special Requirements: Appear in court; provide testimony on citations and complaints. Maintain vehicle and equipment in proper working condition; clean and repair vehicle and equipment as necessary. Perform related duties and responsibilities as required. WORKING CONDITIONS Work Environment: Work is predominantly performed outdoors, driving, and in animal shelter environments in varying temperatures; exposure to excessive noise (such as barking dogs); aggressive and/or dangerous animals; animal waste and dead animals; dust, chemicals from cleaning agents/disinfectants; and sewage and zoonotic diseases. Physical Requirements: * Work is performed in an outdoor environment, requiring extensive walking, and standing. * Sufficient stamina to exert physical effort to restrain animals for a substantial period. * Moderate lifting, carrying, pushing, and/or pulling. * Stooping, kneeling, crouching, and/or crawling. * Hearing and speaking to exchange information and to identify unsafe conditions. * Visual acuity to scan environment and to identify unsafe conditions. APPLICATION AND SELECTION PROCEDURE All applicants must submit a completed Coastal Animal Services Authority application form and supplemental questionnaire in order to be considered. Applications will not be accepted by fax or email. Applications must be submitted via the City's web site at ***************************** All properly completed applications will be reviewed, and the most appropriately qualified individuals will be invited to continue in the selection process. Examinations for the position may consist of any combination of written, performance, or oral exams to evaluate the applicant's skill, training, and experience. Prior to employment, the prospective candidate must successfully complete a background review, medical examination, including drug screen, and be fingerprinted, all at City expense. If selected, written identification showing entitlement to legally work in the United States will be required. EQUAL OPPORTUNITY EMPLOYER Employment decisions are made without regard to race, color, religion, national origin, ancestry, physical or mental disability, medical condition, marital status, sex, sexual orientation, pregnancy, childbirth, or related medical conditions, gender, gender identity, gender expression, genetic information, or age. In accordance with the ADA, candidates that require accommodation to perform the tasks of this position should contact Human Resources to inform them of the accommodation requested. NOTE: The provisions of this bulletin do not constitute an express or implied contract and any provisions contained herein may be modified or revoked without notice.
    $40k-51k yearly est. 33d ago
  • Financial Service Representative I/Personal Banker

    San Diego County Credit Union 4.4company rating

    Finance service representative job in Escondido, CA

    Job Description The position of Financial Service Representative I is established to provide prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, and deepening member relationships by offering Credit Union products and services to meet members' needs and increase member satisfaction. Maintain quality service standards set by the organization. Minimum Qualifications (Education, Experience, Skills) High school diploma or equivalent. One year of banking experience to include: knowledge of member interviewing techniques, ability to identify and offer/refer products and services to meet members' financial needs; or 2 years of relevant finance related experience; or 6 months of SDCCU member facing work experience may be considered. Demonstrated ability and thorough knowledge of and a willingness to actively promote products and services. General knowledge of Credit Union and/or financial institution loan policies and procedures preferred. Demonstrated professional human relations, communication and organizational skills. College level math and financial calculation skills. Basic level computer skills, including MS Office applications (Word, Excel, Outlook) Professional appearance and demeanor. Essential Duties and Responsibilities Interview members and potential members to determine their financial needs and aid in selecting appropriate products and services. Identify and offer products and services to members to meet their financial needs and/or refer the member to an appropriate representative or partner. Participate in campaigns, contests, member outreach efforts, meetings and one on ones with management. Meet established performance goals as assigned. Accurately record and track all member interactions, referrals and sales, following policy and procedure and maintaining integrity in all actions. Provide an exceptional service experience consistent with Credit Union standards; resolve member complaints quickly and accurately; respond to member inquiries on the phone and in person. Responsible for keeping abreast of current policies, procedures and new products; follow new procedures. Prepare documentation for new accounts, loans and/or card issuance, ensuring adherence to legal requirements and Credit Union policies and procedures. Ensure loan files are complete and accurate with appropriate and thorough comments, along with recommendations to aid in loan decision. Relay loan decision to member along with loan terms and conditions providing financial counsel and alternatives, as needed. Provide timely closing of loans through consistent follow-up of loan approvals. Ensure operational integrity through consistent and timely audits of loan and new account files and documentation with all member interactions. Ensure operational integrity through consistent and timely audits of loans, new account files and obtaining proper documentation with all member interactions. Accurately record and track all member interactions, following policy and procedure and maintaining integrity in all actions. Participate in business development activities including participating in orientations and offsites. Contribute to the overall branch performance by providing guidance to co-workers as directed by management. Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures. Other Duties and Responsibilities Act as an MSR or Receptionist as directed by management. Support management in community development activities. Maintain safe deposit boxes, as applicable. May be required to work weekends and/or extended hours, to include offsite events. Perform other duties as assigned. Physical Demands and Work Environment 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 the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl. 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, depth perception, and the ability to adjust focus. The noise level in the work environment is usually moderate. Monday-Friday 8:30-5:30 Saturday 8:00/5:00 rotating Sunday:off Full time - 40 hours a week
    $28k-33k yearly est. 2d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Murrieta, CA?

The average finance service representative in Murrieta, CA earns between $27,000 and $62,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Murrieta, CA

$41,000
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