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  • Senior IG Credit Trader - Insurance ALM Focus

    Pacific Asset Management, LLC

    Finance service representative job in Newport Beach, CA

    A financial investment firm in Newport Beach is seeking an experienced Investment Grade Credit Trader. The ideal candidate will have over 8 years of experience in trading investment grade corporate bonds and a strong understanding of insurance asset management. Responsibilities include executing trades, collaborating with portfolio managers, and ensuring compliance with regulatory requirements. This role offers competitive compensation and benefits from day one. #J-18808-Ljbffr
    $68k-116k yearly est. 3d ago
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  • CSR/LOT ATTENDANT

    Ace Parking Management, Inc. 4.2company rating

    Finance service representative job in Irvine, CA

    Compensation Range: $19.00 - $20.00 per hour About Us: One of the reasons why we are the nation's leading parking management expert is because we recognize that "people" are what makes our company successful. It is this recognition that serves as the foundation and building block for our continued growth and success. Having been in business for over 72+ years, we understand what it means to earn "Every Thank You," which is treating our clients, partners, guests, and team members with utmost respect and courtesy. As one of the largest privately held management companies, we have the experience, passion, and the know-how to withstand the test of time and to disrupt the new marketplace with exploding new technologies. (About Us. Our Legacy) Culture: We have a strong, distinctive culture - a culture that is heavily influenced by a shared vision, style, and values. Our company values are the glue that binds our business, clients, and team members. There are some common traits that contribute to our unique culture. Clear values, caring, loyalty, humility, and a deep commitment to community are just a few of them. These characteristics often steer our decision-making and define the way we treat our customers, clients, suppliers, and team members. We guard these values and attributes fiercely. Accountability: Assist with office duties, including answering phones and emails. Assisting customers' with using pay stations or automated ticketing equipment, including obtaining receipts, and credit card payment. Assisting customers with locating vehicles. Directing customers to parking areas or parking spaces, using hand signals or flashlights as necessary. Resolving customer requests, questions, and complaints. Patrolling parking areas on a golfcart in order to prevent vehicle damage and vehicle or property thefts. Actively look for ways to assist customers. What we are looking for: A valid CA Driver's License Must be able to stand and walk up to 8 hours per shift. Must be able to speak clearly, distinctly, and effectively using tact and diplomacy. Experience dealing with irate customers and resolving customer issues and/or complaints. An outgoing and enthusiastic personality. Willingness to do whatever it takes to earn a "Thank You." What We Can Offer You for All Your Hard Work: $19 - $20 Per Hour Medical, dental, vision, life insurance coverage for full-time, eligible employees. Flexible Spending Accounts for full-time, eligible employees 401k Vacation/Sick for full-time and part-time employees Holiday for full-time and part-time employees Discount programs Ace Parking is committed to the full inclusion of all qualified individuals. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment, Ace Parking will ensure that persons with disabilities are provided reasonable accommodation. If reasonable accommodation is needed, please email: ***************************** describing the accommodation.
    $19-20 hourly 5d ago
  • Applicant Services Representative

    California State University 4.2company rating

    Finance service representative job in Los Angeles, CA

    APPLICANT SERVICE REPRESENTATIVE (2 POSITIONS AVAILABLE) Administrative Support Assistant IIAdmissions and Recruitment Salary Range: $3,680 - $5,417/Monthly (Budgeted Hiring Salary $3,680) Work Schedule : Full-Time, Monday - Friday, 8:00 a.m. to 5:00 p.m. Occasional evening, or weekend, work may be required; non-exempt classification. Essential Functions : Reporting to the Associate Director of Admissions, the incumbent will become a central figure in our admissions team, to make the college journey smoother and more accessible for our prospective students. The incumbent is responsible for the processing of undergraduate and graduate application documents and responding to admissions related inquiries. The incumbent will conduct applicant follow-up for the online Cal State Apply admission applications and assist with the manual review and entry of paper applications. The incumbent will determine appropriate coding for transcripts and supporting documents and enter (scan and verify) application data into CMS (Content Management System) Student System. The incumbent will update necessary screens/items as appropriate into CMS and follow established entry and imaging procedures for documents, to prepare admission files for the evaluation teams. The incumbent will assist with data resolution and maintenance, student biographical/directory data updates and corrections. The incumbent will review admission appeal and application fee waiver requests. Additionally, the incumbent will respond to inquiries from applicants, current students, staff and campus community, and assist in the training of others. Required Qualifications & Experience : Equivalent to two years of general office experience, which included providing work direction or acting as a lead to lower level staff. The incumbent must have data entry experience. The incumbent must have fundamental writing and presentation skills to effectively communicate standard information. The incumbent must possess the ability to understand standard office procedures; operate office equipment and computer applications; perform basic arithmetic calculations; respond to routine inquiries and explain standard policies and procedures to others; and follow established procedures, maintain a high level of accuracy and maintain cooperative working relationships. The incumbent must have a demonstrated interest and/or ability to work in a multicultural/multiethnic environment. A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with the California State University. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current California State University employees who may apply for the position. California State University, Los Angeles, as part of the CSU system, is a State of California Employer. As such, the University requires all employees upon date of hire to reside in the State of California. As of January 1, 2022 the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California. Desired Qualifications : Experience working within a student services-oriented environment. Must be able to work independently and in a high pressure/high volume work environment, with public contact. Be a quick learner, multi-task oriented, and consistently demonstrate a positive attitude, professionalism, student centered philosophy, and teamwork. Closing Date : Review of applications will begin on September 12, 2024, and will continue until the position is filled; however, the position may close when an adequate number of qualified applications are received. A COMPLETED ON-LINE CAL STATE LA EMPLOYMENT APPLICATION IS REQUIRED. RESUMES WILL NOT BE ACCEPTED IN LIEU OF A COMPLETED APPLICATION. The person holding this position is considered a "mandated reporter" under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 revised July 21, 2017, as a condition of employment. In addition to meeting fully its obligations under federal and state law, California State University, Los Angeles is committed to creating a community in which a diverse population can live and work in an atmosphere of tolerance, civility and respect for the rights and sensibilities of each individual. To that end, all qualified individuals will receive equal consideration without regard to economic status, race, ethnicity, color, religion, disability, national origin or cultural background, political views, sex or sexual orientation, gender, or other personal characteristics or beliefs. Candidates must demonstrate ability and/or interest in working in a multicultural/multiethnic environment. Certain positions require fingerprinting. The University actively encourages qualified minorities, women and persons with a disability to apply. Upon request, reasonable accommodation will be provided to individuals with protected disabilities to (a) complete the employment process and (b) perform essential job functions when this does not cause an undue hardship. We are an Equal Opportunity/Title IX Employer. To obtain employment information for the impaired call: TDD Line ************** 24-hour Dial-A-Job Line ************** Advertised: Aug 29 2024 Pacific Daylight Time Applications close:
    $3.7k-5.4k monthly 2d ago
  • Customer Service Representative

    Alta Resources 4.5company rating

    Finance service representative job in Brea, CA

    Alta Resources is Hiring! Earn $17.00-$19.00. Based on Experience. The Customer Care Representative position provides professional, quality, and "best in class" service (and sales support) for existing or prospective customers by using a consultative approach that reflects the culture and philosophies of Alta and our clients. This position will involve work activities in many capacities including, but not limited to: inbound and/or outbound phone calls, email, sample fulfillment, data entry, and validation of orders. The Customer Care Rep will also handle complex compliance issues as they will be supporting an Alta client that may be regulated by a federal and/or state government agency. Additional duties may include updating reports, assist in the final testing of new surveys and processes, and some data analysis. This role is responsible to facilitate, analyze and resolve any customer issues, provide product support and/or investigate questions or follow up to resolve those concerns in an accurate and timely manner to ensure customer retention and loyalty. This Role will also work to resolve transferred call issues and answer process questions, all following a designated escalated system process designed by Alta's Client. Essential Duties & Responsibility Serves as a company ambassador by delivering a high level of professionalism and quality through the delivery of exceptional customer service and support by utilizing strong verbal and written communication skills and effective telephone techniques. Builds relationships and rapport with customers through a conversational and consultative approach. Troubleshoots and problem solves customer's issues or concerns by providing solutions, recommendations, replacements, gathering of sensitive information, and/or detailed product information with a sense of urgency while using a positive and empathic approach at all times. Handles complex compliance issues as Alta's client may be regulated by a federal and/or state government agency. Completes, maintains, and processes pertinent paperwork and records with a high attention to detail to ensure accurate data is entered in CRM, client systems, and other technology as needed. Additional duties may include balancing of orders, updating reports, assist in the final testing of new surveys, and some data analysis. Completes daily tasks within pre-established timelines by appropriately prioritizing multiple tasks within or across projects or cross functional teams with minimal direction from management. Meets all identified team and client performance metrics, goals and deadlines in a fast paced, ever changing, high performing team based environment. Provides back up support to other teams as needed. Takes the initiative to obtain and consistently upgrade product knowledge. Escalates issues and reports quality issues per procedures. Identifies potential sales opportunities with consumers regarding their product needs, or up selling related products. Builds relationships and works closely with client, Alta co-workers, and all levels of the organization in a positive manner to supply necessary updates and reporting as needed. Recommends improvements to management in service, product, procedures, and/or packaging to support operational excellence or to prevent future issues of a similar nature. Report any training needs or system error/discrepancies to the supervisor. Complete other tasks as deemed appropriate by supervisor. Regular attendance, punctuality and adherence to agreed-upon schedule of availability are conditions of employment and essential function of this position. Other 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. Displays a high level of confidence, enthusiasm and a positive attitude with the desire to succeed and exceed customer expectations. Has a passion to serve others. Excellent interpersonal, verbal and written communication skills. Ability to establish rapport, builds relationships and loyalty with external and internal customers and coworkers, and remains tactful when communicating negative information. Demonstrate an ability to display patience, empathy, and strong listening skills while ensuring customer needs are fulfilled in a timely and satisfactory fashion. Demonstrate an ability to maintain composure while diffusing and professionally negotiating a high-tension situation on a routine basis. Strong retention skills with the ability to follow a process flow and/or script as needed. Highly self-motivated with the ability to prioritize complex, diversified responsibilities, multi task effectively and execute tasks with minimum supervision. Strong organization and time management skills. Ability to remain focused and productive with tasks that may be repetitive. Strong attention to detail and accuracy. Solid logical decision making and troubleshooting skills with the ability to problem solve in a timely and effective manner. Exercises good judgment. Takes ownership of issues or questions and will escalate problems to the appropriate person and follow up accordingly to the customer. Knows when to involve supervisors. Ability to maintain a high level of confidentiality by handling sensitive and private client and customer information in accordance with Alta Resources and Client's policies and regulatory requirements. Embraces change and is flexible to the needs of the business and team. Proven ability to meet deadlines and key metrics, work independently, as a team player, and drive results in a fast paced, team based environment. Must be willing to assist teammates and build strong relationships to achieve company and department goals. Ability to accept and apply coaching and feedback from leadership. Proven track record of reliability and a strong work ethic is a must. EDUCATION and/or EXPERIENCE High school diploma or equivalent (GED, HSED) required. Post high school education is preferred. Previous work experience in customer service, sales, training, or member retention required. Industry experience or any other service related industry experience is a plus. Ability to quickly learn complex program and product knowledge, work on a PC, accessing and navigating multiple software applications in a Windows environment while talking to the customer on the phone via a headset at the same time. Beginner to Intermediate knowledge and use of Microsoft Suite, primarily in Word, Excel, PowerPoint, and Outlook is desired. Keying data entry efficiently and accurately with proficiency in typing/keyboard is required. Polished phone demeanor, tone and etiquette is required. Neenah, WI | Brea, CA | Fort Myers, FL | Pasig City, PH | Belize City, BZ | Mexico City, MX About Us | Careers | Need Assistance | 877.464.2582 | Privacy Policy
    $28k-37k yearly est. 2d ago
  • Service Associate, Part Time - South Coast Plaza

    Bloomingdale's, Inc. 4.2company rating

    Finance service representative job in Costa Mesa, CA

    The B-Helpful Professional is highly energetic and engaged, serving as a go to resource for our customers and associates throughout the store. To deliver our mission statement to be like no other store in the world, our B-Helpful Professional posse Associate, Part Time, Service, Retail
    $35k-42k yearly est. 2d ago
  • Route Service Representative (Class A) - RMC Long Beach

    American Textile Maintenance Co 3.5company rating

    Finance service representative job in Long Beach, CA

    About us: We are professional, agile, innovative and our goal is to put our independent, family-owned reputation on the line every day. For 80 years we have served the hospitality and restaurant industries in Southern California. We have earned our reputation for having simply the most professional customer service in textile rentals. Whether it's table linens, uniforms, towels, sheets, or mats, Republic Master Chefs will deliver what you need, when you need it. We understand how busy you are, and that you don't want to worry about your uniform and linen service. We are proud of our role as the best textile service in the southland. And our customers appreciate our high standards of personal, professional service. OUR MISSION STATEMENT To safely and sustainably provide our customers industry leading services through a combination of extraordinary customer service and high-quality, innovative products. Republic Master Chefs has been proudly serving Restaurant Linen & Uniform needs in the Los Angeles Greater Area since 1932. Our work environment includes: Growth opportunities On-the-job training Safe work environment Job Description: The Route Sales position is primarily responsible for customer service as a Route Service Representatives of ATM (Republic), a textile rental service organization focused on hospitality, food & beverage and healthcare related offices and clinics. Utility driver will be driving standard trucks. Continuous training and accountability of the respective route are the key result areas for success. Other responsibilities include resolving issues with customers, offering new product and services promotions, service methods development, assuring effective customer service is provided and participate in the overall development of the Customer Service Team. Works directly with the supervision of the Service Team Leaders and the Customer Service Manager. Requirements: • Understand the products, processes, and capabilities of ATM. • Continuous training programs for all service team members in the following areas: • Communicate efficiently with all pertinent departments. • Be a good listener to the customer and work team. • Flexible to the ever-changing market climate • Understand new products, pricing strategies, and other processes when appropriate. • Maintains and reviews service effectiveness records. • Assures that good housekeeping practices are maintained in service office area and vehicles. • Works with other Team Members to solve mutual problems. • Keep updated Route Notes (Route Notes should be updated every couple of months) • Renew all accounts where agreements are expired (If applicable). • Look for opportunities to grow routes (internally & externally). • Understand and know how to operate vehicle, hand-held device, hand-truck, and other tools for work day • Understand and know how to write an Addendum to Service correctly/Pink Form/Agreement and any other pertaining paperwork to take care of the route. • Responsible and Respectable behaviors to customer and service team since you are a reflection of ATM. • Maintain good housekeeping practices in company vehicles and work area. • Maintain good appearance. For example, grooming habits. Clean shaven or neat facial hair, hats should be worn correctly, black shoes, black socks, and shirts tucked in etc. • Work well with others and have a Teamwork approach. • Maintain a good standing driving record. • Maintain a learning desire on a daily basis. • Must be able to problem solve while at accounts. Education: • High school diploma or equivalent (Preferred) Job Type: Full-time Salary: Starting at $25.00 an hour Benefits: 401(k) Dental insurance Health insurance Life insurance Paid training Referral program Retirement plan Vision insurance Schedule: 10 Hour Shift / 8 Hour Shift Day shift Evening shift Weekends Supplemental pay types: Commission pay Ability to commute/relocate: Long Beach 90804 : Reliably commute or planning to relocate before starting work (Required) Experience: Sales: 1 year (Preferred) Customer service: 1 year (Preferred) License/Certification: Class A License Work Location: In person American Textile Maintenance Co. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $25 hourly 7d ago
  • Part Time Financial Administrative Representative

    APR Consulting 4.6company rating

    Finance service representative job in Los Angeles, CA

    Type: Contract Job #86226 APR Consulting, Inc. has been engaged to identify an ER Financial Representative ER Financial Representative Pay Rate: $24.57/hr Duration: 13 weeks Expected Shift: 5:00 PM- 1:30 AM Part Time Includes weekends (3 days in a week) Training: Day Shift Monday to Friday (1-2 weeks) POSITION SUMMARY The Emergency Financial Representative is responsible for ensuring reimbursement to client from patients or other responsible parties along with assisting patients in understanding their health care insurance coverage by determining eligibility, benefits and utilization requirements. The Emergency Financial Representative is responsible for up-front POS collections, along with financially securing patients accounts by setting up appropriate financial arrangements with patients to avoid bad debt. The Emergency Financial Representative when appropriate assists patients in accessing programs such as Medi-Cal, Uncompensated Care, and Hospital Presumptive Eligibility. Emergency Financial Representative will focus on individual performance in registration and financial counseling, Key Performance Indicators and expediting approvals by gathering and completing forms before the patient is discharged from the Emergency department. Emergency Financial Representative will continue to enhance their registration and the fundamental financial knowledge and skill set required and expected of this role, which is inclusive of the diverse financial programs offered at PIH Health. The Emergency Financial Representative's interaction with patients will only transpire after a medical screening exam has been performed. All patients are seen regardless of their insurance coverage or their ability to pay. The Emergency Financial Representative will complete the comprehensive training program and certification as required to facilitate eligibility for Hospital Presumptive Eligibility qualifications when necessary. SPECIFIC SKILLS NEEDED Demonstrates a clear understanding of PIH Health mission and values Ability to work directly with the insurance company, healthcare provider, and patients Ability to generate revenue with POS collections, establishing payment arrangements, along with collecting on all Self-Pay and/or high liability accounts at the point of registration. EMTALA knowledge and experience Demonstrates attention to detail and follow up process Demonstrates ability to communicate effectively and tactfully with patients, healthcare providers and insurance companies Excellent English reading, comprehension and written skills to include spelling skills and penmanship Excellent Mathematical skills; ability to calculate copay or percentage of financial estimate amount due and/or establish payment arrangements accurately. Ability to follow directions as outlined in policies or given by supervisor Strong computer skills to include typing 45+ wpm minimum and in MS office programs Excellent organizational skills Ability to exercise independent judgment at times of need and emergency situations Bilingual preferred Interacts with all levels of hospital and outside vendor staff and knowledge of government regulations Ability to multi-task in a fast and high pressure environment Stringent adherence to all privacy policies and procedures and as required by state and federal law including and not limited to the HIPPA Security and Privacy Rules Strong analytical skills, problem solving. The ability to act and decide accordingly. EDUCATION/EXPERIENCE/TRAINING Required • Minimum of two (2) year experience in front office/medical billing and/or current hospital registration/admitting • Minimum of two (2) year experience in insurance verification and/or medical/hospital billing. • High school graduate required or equivalent • Knowledge of eligibility requirements for Medi-Cal, Hospital Presumptive Eligibility Program, Medicare, Covered California, Cobra, limited benefit plans, VVC and Uncompensated Care Programs. IPA knowledge • Medical terminology • Non-Violent Crisis Intervention (NCI) Certification within three (3) months of hire date • LA City Fire Card within 2 week of employment (PIHGS Only) Preferred: • Evidence of continuing education in Finance, Accounting or Business Administration Our client is the one of the largest Healthcare Staffing Provider in the United States, to be assigned at one of their affiliated hospitals/healthcare facilities. This particular client is requiring that all new hires show proof of vaccination. However, accommodations may be made for those with disabilities or religious reasons who cannot obtain a vaccine. Since 1980 APR Consulting, Inc. has provided professional recruiting and contingent workforce solutions to a diverse mix of clients, industries, and skill sets nationwide.
    $24.6 hourly 2d ago
  • 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 2d ago
  • Customer Service Rep

    ASC Engineered Solutions, LLC

    Finance service representative job in Brea, CA

    The Customer Service Representative provides effective customer service for all internal and external customers. Duties and Responsibilities Responsible for communicating with customers via phone, email, fax, etc. Provides timely and accurate information to incoming customer service orders, status, and product knowledge request Processes customer orders, changes, and returns Resolves customer complaints by investigating problems, developing solutions, and making recommendations Works closely with the Operations Supervisor as directed Reviews and maintains customer database to track information on account information, statuses, orders, and lead times Provides timely feedback regarding service failures or customer concerns Works closely with Sales Representatives on quotes, status of orders etc. Promotes a safe workplace Performs other duties as directed What You Will Bring Required Skills, Competencies and Qualifications Strong communication and interpersonal skills Outstanding customer service skills Excellent time management ability Ability to handle adversity and conflict with successful outcomes Outstanding attention to detail and accuracy Possesses strong commitment to team environment while working well with others Works systematically and logically to resolve problems Understanding of common business practices relating to pricing, terms, shipment, taxes and payment for products and services Knowledge of technical details of the company product Proficient in computer data entry Proficient in Microsoft Office, Microsoft CRM Dynamics, and ERP Software 2+ years of Customer Service experience in the manufacturing or construction industry Job Benefits Medical, Dental, Vision, and FSA are available 30 days following your start date 401k with company match is available after 90 days of employment Company-provided Life Insurance and AD&D are provided after 90 days of employment at no cost to you 3 PTO days after 60 days of employment (hourly and non-exempt positions only) 2 weeks of vacation after 6 months of employment 10 paid holidays - including your birthday!
    $32k-41k yearly est. 2d ago
  • Customer Service Rep

    ASC Engineered Solutions-The Reliable Automatic Sprinkler Co., Inc.

    Finance service representative job in Brea, CA

    The Customer Service Representative provides effective customer service for all internal and external customers. Duties and Responsibilities Responsible for communicating with customers via phone, email, fax, etc. Provides timely and accurate inform Customer Service, Service, Microsoft, Operations Supervisor, Sales Representative, Manufacturing, Retail, Customer
    $32k-41k yearly est. 2d ago
  • Loan Servicing Associate

    Royal Business Bank 4.1company rating

    Finance service representative job in Los Angeles, CA

    Performs loan servicing functions; complies with all Bank lending policy and procedures, and regulations which apply within the scope of the position, including Bank Secrecy Act. Perform loan servicing from new loan barding, process and monitor loan payment transactions, payoff demand requests, loan payoffs, insurance tracking and rate changes; Coordinate daily activities and functions of loan servicing to ensure proper interpretation and implementation of all regulatory requirements and bank policies; Assist customers and staff with loan-related inquiries; Perform loan account maintenance; Ensure compliance with all applicable government, investors, and bank regulations; Perform other duties as assigned QUALIFICATIONS EDUCATION: AA degree or equivalent EXPERIENCE: No experience required. Experience in mortgage servicing/lending is a plus SKILLS/ABILITES Strong interpersonal and customer service skills Positive attitude PC proficiency in Microsoft Office Detail-oriented and follow-through skills. Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future. WHY WORK FOR US? Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago, and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to: Medical insurance Vision insurance Dental insurance 401(k) Disability insurance Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
    $36k-43k yearly est. 2d ago
  • Customer Service Representative

    Vaco By Highspring

    Finance service representative job in Irvine, CA

    Our client is seeking a dependable and customer-focused Customer Service Representative to serve as a key point of contact for customers. This role is ideal for someone who enjoys helping others, solving problems, and providing a positive experience while working in a fast-paced, team-oriented environment. Key Responsibilities Respond to customer inquiries via phone, email, and/or chat in a professional and timely manner Resolve customer questions, concerns, and issues while ensuring a high level of satisfaction Document customer interactions accurately in internal systems Process orders, returns, account updates, or service requests as needed Collaborate with internal teams (sales, operations, billing, etc.) to resolve escalated issues Follow established processes, policies, and service standards Identify opportunities to improve the customer experience Qualifications 1-3+ years of experience in customer service, call center, or client support roles Strong communication and interpersonal skills Ability to remain calm, professional, and solution-oriented Basic computer proficiency and ability to learn new systems quickly Strong attention to detail and follow-through Nice to Have Experience in a high-volume or phone-based support environment Familiarity with CRM or ticketing systems (Salesforce, Zendesk, etc.) Bilingual skills a plus Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.
    $32k-41k yearly est. 4d ago
  • Customer Service Representative

    The Phoenix Group 4.8company rating

    Finance service representative job in Los Angeles, CA

    We are seeking a Workplace Experience team member to provide exceptional service and operational support across multiple areas of the office. This role plays a central part in creating a seamless and welcoming environment for employees and guests alike. Responsibilities span from front desk and meeting space coordination to travel support and urgent communication needs. Responsibilities Create a welcoming and polished experience for employees, clients, and guests. Deliver responsive, high-touch customer service in person, by phone, and through digital channels. Collaborate with teammates to share responsibilities and maintain seamless operations. Partner with other departments to direct inquiries and resolve issues efficiently. Serve as a local resource for workplace requests, ensuring smooth handling of needs ranging from logistics to event coordination. Safeguard sensitive and confidential information with the highest level of discretion. Qualifications At least 3+ years of relevant work experience Excellent phone etiquette and excellent verbal, written, and interpersonal skills Ability to multi-task, organize, and prioritize work A customer-first mindset, with the ability to handle requests thoughtfully and professionally. Initiative and sound judgment to manage situations independently when needed.
    $33k-43k yearly est. 2d ago
  • Customer Service Representative

    Kelly 4.1company rating

    Finance service representative job in Pasadena, CA

    IHSS Customer Service Specialist Pay Rate: $27.00 per hour Schedule: Monday-Friday, 8:00 AM-5:00 PM Contract: 6-month contract We are seeking a compassionate and dependable IHSS Customer Service Specialist support high-needs In-Home Supportive Services (IHSS) recipients in Pasadena, CA. This Role focuses on assisting seniors and individuals with disabilities often in urgent or emergency situations by coordinating backup caregiving support and helping clients navigate public assistance programs. Key Responsibilities Respond to inbound calls from IHSS recipients experiencing urgent care needs, including same-day caregiver call-outs. Coordinate and dispatch backup homecare providers to ensure continuity of care. Assist clients in understanding and navigating IHSS, Medi-Cal, and other county or state assistance programs. Connect callers with appropriate community resources and social services. Provide calm, empathetic, and solutions-focused support in high-stress or emergency situations. Maintain accurate case documentation and protect confidential client information. Qualifications Call center experience preferred Experience with IHSS, personal assistance services, homecare, or social services Required Bachelor's degree required in Social Work or a related field (Psychology, Sociology, Counseling, or similar) REQUIRED Strong interpersonal, organizational, and problem-solving skills Ability to work effectively in a fast-paced, in-office environment Apply today and help drive the mission. Send your resume to ************************* Or call Daisy at ************
    $27 hourly 1d ago
  • Veterinary Sales Representative -Flex Time (12 days/mo)

    Promoveo Health 3.0company rating

    Finance service representative job in Long Beach, 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.
    $55k-100k yearly est. 5d ago
  • Leveraged Finance Associate - Los Angeles

    Sonder Consultants 4.4company rating

    Finance service representative job in Los Angeles, CA

    Leveraged Finance - Los Angeles The Firm & Opportunity An AmLaw 15 firm is continuing to invest in its Leveraged Finance presence in Los Angeles within an elite, sponsor-facing Finance platform. The practice advises on complex institutional and sponsor-driven financings and operates in close coordination with New York on high-profile matters, while maintaining a clear West Coast orientation. Associates in this group work closely with an exceptional partner and are part of a practice that is steadily expanding its footprint and capturing increased market share in a competitive segment of the finance market. The opportunity offers exposure to sophisticated deal work within a growing practice at an elite firm, with a long-term view toward depth, durability, and excellence rather than short-term expansion. Hiring Profile The group is seeking mid-level and senior associates with experience across leveraged buyout financings, acquisition facilities, refinancings, amendments, and related sponsor-side or lender-side work. Candidates should be comfortable operating in fast-paced, cross-office deal environments and managing sophisticated transactions with increasing autonomy. Additional qualifications include: Elite academic credentials; Juris Doctor from an ABA-accredited law school Training at a top-tier BigLaw platform California Bar admission preferred, or eligibility to sit for the California Bar Why This Role This is an opportunity to join a practice in true growth mode within an elite platform, offering early responsibility, visibility, and the ability to help shape a newer Leveraged Finance group. Why This Firm The Los Angeles office has become a strategic priority for the firm and continues to grow rapidly, with meaningful investment in people, space, and practice development. The culture is collaborative and supportive, with a strong emphasis on professionalism, respect, and family. Located in Century City, the office provides a best-in-class workplace experience, including daily lunch options, robust support resources, and leadership that is present and engaged. The firm places particular emphasis on long-term associate development and well-being. Interested? For a confidential discussion, please contact Cole Evarts at *********************************. About Sonder Consultants Sonder Consultants is a global legal search and recruitment consultancy focused on private practice appointments across major legal markets. We advise with discretion, market insight, and a long-term perspective on career strategy.
    $46k-80k yearly est. 5d ago
  • Relationship Banker - Riverside South Market

    Bank of America 4.7company rating

    Finance service representative job in Murrieta, CA

    Lake Elsinore, California;Murrieta, California; Murrieta, California; Murrieta, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************************ **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **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 + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **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/loan Originator_ **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $31k-37k yearly est. 5d ago
  • Telecommunications Sales Representative

    Instep Management

    Finance service representative job in Riverside, CA

    We're a sales agency powerhouse taking the Inland Empire by storm, and we're looking for business leaders, entrepreneurs, and sales trailblazers ready to make a real impact. Join us as a *Telecommunications Sales Associate*, representing Frontier Telecommunications with style, smarts, and unbeatable service. Help neighbors connect to Frontier's internet, voice, and TV offerings-and become their go-to local tech expert. As a Telecommunications Sales Associate, you'll be the friendly face and local expert customers turn to for smooth, stress-free support with Frontier's internet, voice, and TV services. Whether answering questions, resolving service hiccups, closing sales or just making someone's day a little easier, you'll do it all with the know-how and charisma. In this role, you'll connect with the Inland Empire community, turn tiny interactions into memorable brand and sales experiences, and become a trusted expert for all things Frontier. *What Will I Be Doing as a Telecommunications Sales Associate?* * Chat one-on-one with decision-makers, homeowners and renters to bring Frontier's reliable, high-quality products directly to their doorstep. * Engage with customers and establish genuine rapport and trust to uncover their needs, pain points and lifestyle and position Frontier's products as the best fit. * Deliver impactful product presentations that showcase features, benefits, and value in a way that drives buying decisions. * Negotiate and close sales while ensuring each customer receives an exceptional experience from start to finish. * Leverage relationship-building skills to create trust, overcome objections, and secure long-term customers. * Achieve and exceed sales targets by consistently converting leads into paying customers. * Maximize upselling and cross-selling opportunities to increase customer value and satisfaction. * Represent Frontier as a trusted local sales expert in the Inland Empire, building brand recognition and loyalty. *What Do I Need to Bring to the Table as a Telecommunications Sales Associate?* * High school diploma or GED required; bonus points if you've tackled college coursework in business, communications, or a related field. * Up to 2 years in customer-facing roles like retail or call centers-though entry-level rockstars with stellar people skills are welcome. * Tech-comfy and ready to dive into new systems; quick learners with basic computer savvy shine here. * Clear, empathetic communicators who can break down tech talk and make customers feel heard. * Sharp troubleshooters who spot issues fast and deliver simple, effective solutions. * Naturally helpful, cool under pressure, and committed to turning service hiccups into smooth sailing. * Detail-driven and organized-you log it all, handle inquiries like a pro, and keep things accurate. This is a full-time, commission-based position with an on-target earnings range of $42,000-$62,000 annually.
    $42k-62k yearly 1d ago
  • Client Service Officer I/Floater

    United Business Bank 4.2company rating

    Finance service representative job in Buena Park, CA

    Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you. About United Business Bank We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy. About the Position... The Client Service Officer I/Floater (CSO I/Floater) is an onsite position and does not have remote opportunities. The Client Service Officer I/Floater (CSO I/Floater) is responsible for assisting new and existing clients with establishing deposit products and services including checking accounts, savings accounts, money market accounts, certificates of deposit accounts, online banking services, remote deposit capture and ACH services in a prompt, courteous, efficient and professional manner. This includes opening and closing accounts, renewing certificates of deposits, and assisting clients with bookkeeping and account problems. The CSO I/Floater is also responsible for Teller functions, including balancing each day's transactions and verifying cash totals. The CSO I/Floater answers clients' questions regarding the Bank's products and services and performs a variety of account maintenance duties. They are responsible for actively cross selling the Bank's products and services, as well as for performing other functions such as signature verification and other clerical duties. The CSO I/Floater will travel to other offices in the region to provide coverage as needed due to vacations, illnesses and other leaves of absence. The CSO I/Floater will also back up the Assistant Client Service Manager, the Client Service Manager or the Branch Manager and cover the branch and personnel in their absence. The CSO I/Floater performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines. They will also perform a variety of other daily tasks as assigned. Qualifications About You... You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following: Education/Certification: Some college or equivalent training. Bachelors Degree in business or related field preferred. Required Knowledge: Knowledge of banking and deposit operations and procedures, as well as general office systems and procedures. Experience Required: Minimum of 3 to 5 years' related experience in the financial services industry. Skills/Abilities: Good communication skills. Professional appearance, dress and attitude. Strong computer skills. Good math skills. Ability to use Microsoft Office software package. Ability to operate related computer hardware and other business equipment including Teller Cash Recycler (TCR), adding machine, calculator, copy machine, and telephone. Location: Onsite, no remote We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
    $40k-53k yearly est. 2d ago
  • Relationship Banker - Claremont, CA

    Banktalent HQ

    Finance service representative job in Claremont, CA

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a Relationship Banker (Commercial Lending) in Claremont, CA. This role focuses on identifying appropriate lending opportunities, soliciting, and developing all types of business activity, specializing in commercial loans and participates in the development of overall commercial loan objectives, policies and practices. Essential Functions: Proven experience in commercial and business lending, including credit analysis and loan structuring Responsible for acquiring, analyzing and maintaining client relationships. Provides suitable credit, deposit or other banking services as well as counsel and advice to best meet clients' needs. Analyzes risks and profitability of assigned client base to ensure ongoing profitability and conformity with credit terms. Solicits the sale of additional products and services to meet clients' needs. Develops and implements marketing plans for expanding business. Negotiates loan terms and conditions. Remains well versed in industrial, economic and financial situations relating to assigned clients. May be assigned specialized industry or market segments. Other duties as assigned. Qualifications: Requires a bachelor's degree in business, finance or a related field and 2+ years commercial lending, credit associated lending and bank sales experience. A combination of education and experience may meet requirements. Basic knowledge of bank products, credit and commercial lending techniques and procedures. Ability to expand loans, client relationships and bank products. Must have good interpersonal, oral and written communication skills needed to create relationships with loan clients. Good analytical and negotiation skills. Limited use and/or application of basic lending principles, theories, and concepts. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $75,000 to $95,000 hourly depending on job-related factors such as level of experience.
    $75k-95k yearly 3d ago

Learn more about finance service representative jobs

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

The average finance service representative in Westminster, CA earns between $27,000 and $63,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Westminster, CA

$41,000

What are the biggest employers of Finance Service Representatives in Westminster, CA?

The biggest employers of Finance Service Representatives in Westminster, CA are:
  1. Hanmi Financial
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