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Client Services Representative
Venbrook 3.3
Finance service representative job in Irvine, CA
JOB TITLE: Client ServicesRepresentative (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 ServicesRepresentative 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
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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 4.3
Finance service representative job in Ontario, CA
Looking for ways to supplement your income with a part-time opportunity?
Hallmark Aviation is seeking CUSTOMER SERVICEREPRESENTATIVES 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
Route Service Representative
Flexlinen
Finance service representative job in El Monte, CA
The Route ServiceRepresentative is responsible for providing exceptional customer service to an established customer base through the pick-up and delivery of laundry items such as towels, mats, aprons, and also restroom supplies, etc. The Route ServiceRepresentative must effectively respond to the customer's needs and also be able to skillfully manage the customer's inventory.
The Route ServiceRepresentative will consistently maintain and present a professional image through excellent customer service to both internal and external customers.
Provide service in the most professional, timely and courteous way possible
Drive considerately and safely at all times
Be thoroughly knowledgeable of FlexLinen products and services, and follow all policies and procedures
Exchange clean goods for dirty and accurately count and record inventory on a weekly basis.
Renew Service Agreements as needed
Help achieve annual sales targets and average weekly revenue quotas by upselling to existing clients and prospecting new clients.
Requirements
Industry experience is desired, not required.
Driving record that meets insurance carrier standards.
Able to lift and carry bundles weighing up to 85 pounds short distances.
Able to climb in and out of a truck several times a day in all kinds of weather
Organized with strong communication skills.
Able to manage time and meet deadlines.
$31k-43k yearly est. 4d ago
Veterinary Sales Representative -Flex Time (12 days/mo)
Promoveo Health 3.0
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. 18h ago
Relationship Banker - Orange Coast East Market
Bank of America Corporation 4.7
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 financialservices and knowledge of financialservices 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 3.9
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, financialservices, 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
Customer Service Representative (81337)
The Gill Corporation 3.9
Finance service representative job in El Monte, CA
Who we are:
The Gill Corporation is one of the world's largest manufacturers of honeycomb, high performance floor panels, cargo compartment liners and original equipment for passenger and freighter aircraft. The company also excels in many other types of reinforced plastics including interior sandwich panels for creating structures such as aircraft galleys and bulkheads, honeycomb core and related products.
The Gill Corporation is seeking a Customer ServiceRepresentative to support our aerospace customer base by managing all aspects of the customer service and order-management life cycle. This role serves as the primary customer interface and works cross-functionally with internal departments to ensure timely, accurate, and compliant execution of customer requirements. The CSR will also support Regional Sales Managers (RSMs) by monitoring accounts, addressing inquiries, processing changes, and proactively resolving issues.
Reporting to the Customer Service Manager, the CSR will perform-though not be limited to-the following responsibilities:
Responsibilities
Manage the full customer purchase order life cycle, from supporting RSMs during the bid phase through all internal/external changes, product delivery, and final invoice closure.
Receive, review, and accurately enter customer purchase orders and change orders; provide timely status updates from Operations to customers.
Coordinate with Production Control to obtain lead times, minimum order quantities, and other essential information prior to order acceptance.
Negotiate expedite fees when applicable.
Serve as the primary point of contact, ensuring clear and timely communication between customers, RSMs, and internal teams; support prompt resolution of customer concerns while balancing business objectives.
Process Requests for Information, Quotations, and Proposals, collaborating with customers, RSMs, and internal stakeholders; submit bid proposals and, when required, support negotiations on pricing, lead time, and program requirements.
Assist RSMs with contract review, aerospace-specific requirements, and preparation for negotiations.
Maintain accurate customer records, including contacts, meeting notes, program details, product usage, and historical data.
Document bid status and results in the designated database system.
Participate actively in company and program meetings as required.
Collaborate with cross-functional teams-Operations, Quality, Engineering, Program Management, Production Control, Finance-to ensure compliance with aerospace requirements, certifications, delivery schedules, and customer expectations.
Perform administrative tasks accurately and within required deadlines.
Other essential duties may be assigned.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Required Qualifications:
Bachelor's degree preferred; high school diploma required.
Minimum 1 year of customer service experience.
Excellent written and verbal communication skills.
Strong attention to detail and problem-solving abilities.
Competent math skills to support bid, pricing, and order-entry accuracy.
Ability to quickly learn make-to-order product lines and aerospace customer specifications.
Ability to become proficient with SAP ERP software.
Proficiency in MS Office (Excel, Word, Outlook, PowerPoint).
Preferred: Experience within the aerospace industry, familiarity with AS9100 requirements, and/or knowledge of composite materials, aerospace manufacturing processes, and customer portals (e.g., Boeing, Collins, Gulfstream, Textron).
ITAR Requirement:
This position requires access to information that is subject to compliance with the International Traffic Arms Regulations (“ITAR”) and/or the Export Administration Regulations (“EAR”). In order to comply with the requirements of the ITAR and/or the EAR, applicants will be asked to provide specific documentation to verify U.S. person status under the ITAR and the EAR. A “U.S. person” according to their definition is a U.S. citizen, U.S. lawful permanent resident (green card holder), or protected individual such as a refugee, or asylee.
The Gill Corporation is an Equal Opportunity Employer
. Applicants for all job openings are welcome and will be considered without regard to race, religious creed, color, age, sex, gender identity, gender expression, genetic information, sexual orientation, national origin, religion, marital status, medical condition, physical or mental disability, military service, veteran status, pregnancy, childbirth and related medical conditions, or any other classification protected by federal, state, and local laws and ordinances.
The Gill Corporation provides reasonable accommodations
to qualified individuals with disabilities in accordance with the Americans with Disability Act and applicable state and local law. If you require an accommodation in the application process, please notify the Human Resources Department
$32k-41k yearly est. 15d ago
Customer Service Representative
Advanced Medical Supply 4.2
Finance service representative job in Irvine, CA
As a Customer ServiceRepresentative for our team, you'll be the first person our customers come into contact with. On a typical day, you'll answer questions, resolve complaints, and process orders and requests.
To succeed in this role, excellent communication skills are a must. You'll need to be a quick thinker who can keep your cool even in the face of stressful situations with customers. In your role as a Customer ServiceRepresentative, your goal should always be to deliver the best customer service experience possible, keeping our clients happy.
Customer ServiceRepresentative Responsibilities
Maintain a professional and friendly attitude towards customers at all times
Communicate with customers through various mediums, including in-person, phone, and web
Build relationships with customers to ensure their satisfaction
Provide prompt responses to customer inquiries and complaints, assisting to solve issues
Maintain records of customer interactions, including sales, comments, and complaints
Process orders and forms as needed
Keep up-to-date on company offerings to ensure clients get the best products
Customer ServiceRepresentative Requirements
[1+] years of Customer ServiceRepresentative experience
High school diploma
Proficient with computers and CRM software
Excellent communication skills
Superb customer service, time-management, and multitasking skills
Must be a team player
Must have flexible availability
$33k-41k yearly est. Auto-Apply 60d+ ago
Service BDC Associate - Bilingual (Spanish / English)
Toyota of Hemet 4.3
Finance service representative job in Hemet, CA
Job DescriptionDescription:
We are seeking a professional and customer-focused Business Development Center (BDC) Associate to support our Service Department. This role is responsible for managing inbound and outbound customer communications, scheduling service appointments, and providing a high level of customer care.
Bilingual Spanish/English communication skills are required for this position due to regular interaction with Spanish-speaking customers as part of the essential job duties.
Essential Job Functions
Answer inbound phone calls, texts, emails, and online service inquiries in a timely and professional manner
Communicate effectively with customers in English and Spanish regarding service appointments and general service information
Schedule, confirm, and reschedule service appointments using CRM and DMS systems
Perform outbound follow-up communications including appointment reminders, missed appointment follow-ups, and service campaigns
Accurately document all customer interactions and maintain detailed records
Meet or exceed established activity, appointment, and show-rate performance goals
Coordinate with Service Advisors and Management to ensure efficient workflow
Deliver an exceptional customer experience consistent with company standards
Requirements:
Required Qualifications
Ability to communicate professionally in both English and Spanish, as required for customer-facing responsibilities
Prior customer service, call center, BDC, or automotive dealership experience preferred
Strong verbal and written communication skills
Ability to manage high call volume in a fast-paced environment
Basic computer proficiency, including CRM, DMS, email, and texting platforms
Strong organizational skills and attention to detail
Reliable attendance and punctuality
$36k-49k yearly est. 13d 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 4.7
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
Financial Services Representative State Farm Agent Team Member
Allan Cheng-State Farm Agent
Finance service representative job in Glendora, CA
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Employee discounts
Flexible schedule
Paid time off
Training & development
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financialservice products.
Responsibilities
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
As an Agent Team Member, you will receive...
Hourly pay plus commission/bonus
Paid time off (vacation and personal/sick days)
Flexible hours
Growth potential/Opportunity for advancement within my agency
Simple IRA
Requirements
Successful track record of meeting sales goals/quotas preferred
Excellent communication skills - written, verbal and listening
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
Self-motivated
Ability to make presentations to potential customers
Ability to assess customer needs and conduct effective interviews
Knowledge of financialservices products
Ability to explain complex financial issues in understandable terms
Bilingual - Mandarin preferred
Property and Casualty license (must be able to obtain)
Life and Health license (must be able to obtain)
Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
Bachelor's degree required
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
$33k-52k yearly est. 28d ago
Inside Sales and Customer Service Representative
Fastsigns 4.1
Finance service representative job in Orange, CA
Who WE Are: FASTSIGNS of Orange is a family owned, independently operated franchisee of FASTSIGNS. We are a new center rising from the chaos of the pandemic and just started this summer to be the graphics and signage partner of choice for our community! We consult, design, produce, source, and install visual communication assets for our customers. i.e. we don't just make signs!
As a family owned center, we are committed to building an enduring business through providing long term careers for our staff to build their skills and professional careers, being the partner and advisor of choice to businesses we serve for all their visual communication needs, and creating a profitable business from which we can give back to our community. And have fun and make some money along the way of course! :)
Job Title: Visual Communications Specialist (aka Inside Sales and Customer Service Rep.)
Key Responsibilities:
Oversee the Showroom Sales area of the Center and be the first point of contact for walk in customers
Answer inbound calls to the center
Make outbound sales calls using leads
Convert leads to customers through closing sales in our business management software system
Work with the graphics, production, and installation team members to ensure customer satisfaction with the finished products
This position is for you if:
You have a Great ATTITUDE: enjoy learning, work best in a team, and have a strong sense of personal accountability to create results for yourself and your team
Enjoy problem solving to meet customer's needs, and go the extra step to help them create a vision of what the solution could look like
Bold and relentless to create customer relationships and generate sales
Detail oriented to ensure a smooth and efficient workflow with the team and for our customers (You will be doing some light project management to see the customers from start (estimate) to finish (final delivery/install) of each order)
Fluent with Google's G-Suite (We use that heavily as part of our working environment)
Able to lift and carry up to 50lbs (You may need to help our with production, or delivery of graphics to the customer site, or else help customers load products into their vehicles from our center)
Can climb ladders (You may have to conduct site surveys at the customer site and do measurements)
Have a valid driver's license (You may have to do site surveys occasionally at the customer site)
Other "nice" to haves that will put you on the top of our list:
Track record of sales experience with high close rates
3+ years of experience especially in B2B, even better if in the sign/graphics/marketing industry
Previous experience with CRM/Sales platforms
This position is NOT for you if:
You don't like talking to new people, cold calling is not your thing
You don't get excited to engage and build relationships with customers, and would rather stay isolated in front of a screen
You're not comfortable asking for the sale and close potential orders, and are afraid of rejection
You don't like being creative and prefer to sell the same widget day in and out
You are looking to clock out at 5pm every day and have the same exact schedule every day
If all this still sounds good to you, we provide:
Paid Vacation, Holidays, and Sick days
Benefits including dental and vision
Sales commissions
Paid travel to training and conventions out of state as you succeed in the role
Opportunities to develop your career and train for other roles, e.g. Outside Sales Rep, Sales Manager, Center Manager, as our Center expands and grows
Compensation: $18.00 - $24.00 per hour
At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities.
Are you ready to plan for your future? Discover your next career. Make your statement.
Learn more by exploring the positions offered by FASTSIGNS centers.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
$18-24 hourly Auto-Apply 60d+ ago
Financial Services Representative I, II, Senior
Global Credit Union 3.6
Finance service representative job in Hesperia, CA
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities.
Duties and Responsibilities:
Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.
Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.
Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.
Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards.
Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.
Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes.
Build meaningful relationships by participating in branch promotions and community events, as assigned.
Work effectively in a team environment across all organizational levels.
Perform other duties as assigned.
Qualifications
Education: High school graduate or equivalent
Creditable Experience in Lieu of Education: Not Applicable
Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds
Tenure: FinancialServicesRepresentative II (Category 14) requires six months tenure in the FinancialServicesRepresentative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Senior FinancialServicesRepresentative (Category 13) requires six months tenure in the FinancialServicesRepresentative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Directly related work experience and/or accelerated training completion may be substituted for tenure.
Compensation
Salary Pay Range:
FinancialServicesRepresentative I (Category 15): $42,254 - $60,844 annually
FinancialServicesRepresentative II (Category 14): $45,633 - $66,624 annually
Senior FinancialServicesRepresentative (Category 13): $49,284 - $73,391 annually
Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above.
In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range.
Benefits
Short-term and long-term incentives
Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
401(k) plan with a 5% match
Employee Assistance Program (EAP)
Life and disability coverage
Voluntary cash benefits for accident, hospitalization and critical illness
Tuition Reimbursement
Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
Click here to view Global's comprehensive Benefits Programs
Equal Opportunity Employer
California Consumer Privacy Act Notice
$49.3k-73.4k yearly Auto-Apply 4d ago
Part Time (30 Hours) Associate Banker, Plaza D St Branch, San Bernardino, CA Bilingual Spanish Required
Jpmorganchase 4.8
Finance service representative job in San Bernardino, 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.
$26k-50k yearly est. Auto-Apply 21d ago
Financial Services Specialist
City of Loma Linda 3.7
Finance service representative job in San Bernardino, CA
Job Summary: The FinancialServices Specialist coordinates the accurate and complete registration for patients of all reimbursement types. Is responsible for verifying eligibility and benefits for both physician and hospital based services, entering patient demographics, and confirming billing information. Initiates and procures authorization for all ordered services, and documents incoming authorizations and other correspondence. Performs other duties as needed
Education and Experience: High School Diploma or GED required. Minimum two years of experience in authorization, registration or insurance verification; either with a medical group or hospital setting required.
Knowledge and Skills: Knowledge of health insurance networks (i.e. HMO, PPO, Medical, Medi-Cal, CCS), exceptional communication, interpersonal skills and efficiency. Demonstrated knowledge in demographics, authorization, or registration. Able to read; write legibly; speak in English with professional quality; use computer, printer, and software programs necessary to the position (e.g., Word, Excel, Outlook, PowerPoint). Operate/troubleshoot basic office equipment required for the position. Able to relate and communicate positively, effectively, and professionally with others; work calmly and respond courteously when under pressure; collaborate and accept direction.: Able to communicate effectively in English in person, in writing, and on the telephone; think critically; manage multiple assignments effectively; organize and prioritize workload; work well under pressure; problem solve; recall information with accuracy; pay close attention to detail; work independently with minimal supervision. Able to distinguish colors as necessary; hear sufficiently for general conversation in person and on the telephone, and identify and distinguish various sounds associated with the workplace; see adequately to read computer screens, and written documents necessary to the position.
Licensures and Certifications: Coding certification preferred.
$30k-38k yearly est. Auto-Apply 13d 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
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 5d ago
Career Services Officer
Stanbridge University 4.2
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
Learn more about finance service representative jobs
How much does a finance service representative earn in Redlands, CA?
The average finance service representative in Redlands, 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 Redlands, CA