Financial Advisor
Santa Ana, CA job
This job posting is anticipated to remain open for 30 days, from 22-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
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Registered Branch Associate
Irvine, CA job
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 18200 Von Karman Ave, Suite 560, Irvine, CA
This job posting is anticipated to remain open for 30 days, from 03-Dec-2025. The posting may close early due to the volume of applicants.
Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team.
We'll give you training and the support you need, providing:
Training which may include mentoring, job shadowing, coaching and branch office visits
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role.
Hiring Minimum: $33.73
Hiring Maximum: $40.06
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
Read More About Job Overview
Skills/Requirements
Skills:
Ability to learn and apply legal and regulatory requirements related to selling financial solutions
Work independently with strong problem solving, critical thinking, and sound judgement
A resilient, creative and progressive mindset
Motivated to achieve results as an individual and team
Attention to detail, organization, and time management
Key responsibilities:
Deepening relationships with existing clients
Gather information and collect suitability information to open new accounts
Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation
Execute Financial Advisor solicited buy/sell orders and confirm with clients
Answer general client questions regarding Edward Jones Stock recommendations and withdrawals
Actively business plan and work as a team to continuously evaluate and execute branch strategies
Continually develop yourself to grow personally and professionally
Can you see yourself...
Building meaningful connections and long-lasting relationships with clients
Managing multiple projects in a dynamic and highly collaborative organization
Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate
Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes
Requirements:
High School Diploma/Equivalent required; Bachelor's degree preferred
3-5 years of relevant experience in securities/financial services industry preferred
Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
FINRA registrations are required within three months. State insurance licenses are also required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC
Complete required CE training to ensure license(s) are in good standing
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Financial Advisor
Covina, CA job
This job posting is anticipated to remain open for 30 days, from 22-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
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Help Desk Technician
Santa Rosa, CA job
Salary Range:$26.50 To $31.25 Hourly
HelpDesk Technician
Job Type: Full-Time | Non-Exempt | In Office
Salary Range: $26.50 - $31.25 per year
Commercial Bank of California (CBC) is the largest Latino-owned bank in California and a certified Minority Depository Institution (MDI). Headquartered in Irvine and founded in 2003, CBC is one of the largest privately held banks in the state, with over $3.5 billion in assets as of December 2024.
We are a purpose-driven financial institution committed to building long-term relationships and delivering innovative, personalized banking solutions. Our leadership reflects the diverse communities we serve, and our mission is rooted in empowering entrepreneurs, business owners, and community leaders to thrive.
As a certified MDI, CBC is proud to play a vital role in advancing financial inclusion and economic opportunity. We believe in a higher vision for banking-one that prioritizes trust, collaboration, and community impact. Join us and be part of a team that's redefining what it means to be a community-focused, relationship-driven bank that puts people over profits.
Job Summary
The Helpdesk Technician serves as the first point of contact for employees seeking technical support and is responsible for delivering exceptional customer service for company-supported computer applications and platforms. This role involves diagnosing and resolving technical issues, providing guidance on appropriate solutions, and ensuring timely follow-up. The technician also performs routine daily tasks, maintains documentation, and contributes to special departmental projects to enhance IT operations and user experience.
Essential Duties and Responsibilities
Provide technical assistance to employees in person, by phone, or email, ensuring timely and effective resolution of hardware, software, and mobile device issues.
Install, configure, and maintain computers, printers, and peripherals; perform routine maintenance and repairs.
Log and track help desk interactions, escalate urgent issues, and follow up to ensure complete resolution.
Maintain system security, data integrity, and user access credentials; simulate and recreate user issues for troubleshooting.
Assist in updating training materials and provide user training as needed.
Support IT projects, prepare reports, and collaborate with vendors on upgrades and maintenance.
Monitor and report recurring issues to management; stay current with system updates and industry trends.
Maintain accurate inventory of desktop and printing equipment.
Ensure compliance with Bank policies, procedures, and applicable regulations including BSA/AML and OSHA standards.
Promote a respectful, inclusive, and ethical work environment aligned with the Bank's values and goals.
Minimum Qualifications
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
Associate's degree in IT or related field, or equivalent technical training and 2+ years of relevant experience; Bachelor's degree preferred.
Basic knowledge of IT operations, hardware/software troubleshooting, and network support.
Familiarity with banking industry compliance and security standards is a plus.
Strong communication skills with the ability to explain technical concepts clearly.
Proficient in Microsoft Office, desktop applications, and mobile device platforms.
Strong organizational, time management, and problem-solving skills.
Ability to work independently and manage multiple tasks effectively.
Valid driver's license and reliable transportation may be required.
Benefits & Perks
Competitive employer contribution to medical, dental and vision coverage
401k plan with employer match
Flexible Spending Accounts (FSA) and Dependent Care Accounts
Employee Assistance Program (EAP)
Employer provided Calm subscription
Employer provided mental health benefits through Teladoc
Life, AD&D and disability insurance
Minimum 15 Days of Vacation, 11 Paid Federal Holidays, Paid Time off to Volunteer
Online discount program
Tuition Reimbursement Program
Equal Employment Opportunity & Accommodations
Commercial Bank of California is proud to be an Equal Employment Opportunity employer. We are committed to creating an inclusive environment for all employees and applicants. All qualified individuals will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, protected veteran status, or any other legally protected characteristic.
We evaluate applicants fairly and equitably, including those with criminal histories, in accordance with applicable federal, state, and local laws.
Commercial Bank of California is also committed to providing reasonable accommodations to individuals with disabilities. If you require a reasonable accommodation during the application or interview process, please contact us at ************ with the nature of your request and your contact information.
Recruitment Policy
Commercial Bank of California does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to CBC, either directly or indirectly, will be considered the property of Commercial Bank of California.
We will not pay a fee for any placement resulting from the receipt of an unsolicited resume. To submit candidates for consideration, recruiting agencies must have a valid, written, and fully executed agreement with Commercial Bank of California. Without such an agreement in place, no agency submissions will be accepted or compensated.
Director of Product Management
Santa Rosa, CA job
Director of Product, Fraud and Risk
GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018.
GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.
We're looking for a Director of Product to lead the fraud and risk function for our consumer products. This is a high-impact IC role today, responsible for architecting the systems, controls, and decisioning that protect our credit products, consumer payments, and homeowner experiences while maintaining a seamless, high-conversion user journey.
You'll own the strategy and the execution, bringing clarity to complex fraud and risk challenges. You'll align partners around the right signals and defenses, and personally driving the roadmap that materially reduces losses. As the business grows, this function will expand, and this leader will play a critical role in shaping how the team and capabilities scale.
The ideal candidate brings systems-level thinking, hands-on rigor, and the ability to operate at director-level altitude while still executing with precision in a fast-moving fintech environment.
Essential Job Duties & Responsibilities:
Set and drive the end-to-end fraud and risk product strategy across credit products, consumer payments, and the homeowner app, delivering strong protection without compromising experience.
Own the roadmap for fraud detection and risk scoring systems, and partner closely with Engineering and Data Science to advance models, rules, and real-time defenses.
Partner with Security to strengthen identity and account integrity, shaping product-side risk controls (KYC/KYB, device intelligence, behavioral signals) that mitigate synthetic IDs, ATO, and mule activity.
Lead the strategy to prevent fraud-driven disputes and chargebacks by strengthening upstream controls, improving decisioning logic, and reducing opportunities for abuse before they reach Operations.
Analyze fraud patterns, model performance, losses, and false positives, and make sharp, data-driven decisions that reduce fraud while preserving customer experience.
Manage key vendor relationships and evaluate new technologies, signals, and platforms that can strengthen our fraud and risk defenses.
Collaborate with Compliance and Legal to ensure fraud and risk systems meet regulatory requirements and are audit-ready.
Communicate risks, trends, and mitigation plans to senior leadership with clarity, urgency, and high signal.
Required Skills, Knowledge & Abilities:
10+ years of fraud, risk, identity, or trust & safety product experience in fintech, banking, lending, payments, or consumer finance.
Proven success designing fraud/risk systems, working with DS/ML teams, and shipping high-impact risk products at scale.
Deep understanding of fraud vectors (ATO, synthetic identities, mule accounts, friendly fraud, credit abuse, chargebacks).
Experience with KYC/AML, sanctions, adverse media, dispute regulations, and compliance alignment.
Strong analytical abilities, fluent with metrics, funnels, decision trees, and interpreting model outputs.
Ability to lead teams, influence senior stakeholders, and make crisp tradeoffs between risk mitigation and growth.
High-signal communication: clear, structured, authoritative.
$230,000 - $260,000 a year
In addition to the above salary, this role may be eligible for a bonus and equity.
Planisware Developer
Alameda, CA job
Please Contact: To discuss this amazing opportunity, reach out to our Talent Acquisition Specialist Sampada Rokde at email address **************************** can be reached on # ************.
We have Contract role Planisware Developer for our client at Alameda, CA. Please let me know if you or any of your friends would be interested in this position.
Position Details:
Planisware Developer- Alameda, CA
Location : Alameda, CA 94502
Project Duration : 12+ Months Contract
Pay Rate : $87/hr. on W2
Position Overview
We are seeking a skilled Planisware Developer with a strong technical background and experience in project portfolio management (PPM) tools. The ideal candidate will have hands-on expertise in configuring, customizing, and developing within the Planisware environment, along with a solid understanding of PPM principles and lifecycle.
Key Responsibilities
Configure and customize Planisware modules to meet business requirements.
Develop scripts, workflows, and data models within Planisware.
Collaborate with business stakeholders to translate requirements into technical solutions.
Maintain and optimize system performance, ensuring data integrity and security.
Integrate Planisware with other enterprise systems using APIs or data exchange patterns.
Provide technical support and troubleshooting for Planisware-related issues.
Document configurations, processes, and best practices.
Required Qualifications
3+ years of experience as a technical developer using Planisware.
3+ years of experience working with Planisware or similar PPM tools (e.g., Plan view).
Strong understanding of Project Portfolio Management (PPM) principles and lifecycle.
Proficiency in Planisware configuration, scripting, and data modeling.
Experience with SQL, JavaScript, or other relevant technologies is a plus.
Excellent analytical, problem-solving, and communication skills.
Bachelor's degree in Computer Science, Information Systems, Engineering, or related field preferred.
Preferred Skills
Experience integrating Planisware with other enterprise systems using APIs or ETL processes.
Familiarity with Agile or Waterfall project environments.
Ability to work independently and in cross-functional teams.
To discuss this amazing opportunity, reach out to our Talent Acquisition Specialist Sampada Rokde at email address **************************** can be reached on # ************.
Data Integration Engineer
Irvine, CA job
Thank you for stopping by to take a look at the Data Integration Engineer role I posted here on LinkedIN, I appreciate it.
If you have read my s in the past, you will recognize how I write job descriptions. If you are new, allow me to introduce myself. My name is Tom Welke. I am Partner & VP at RSM Solutions, Inc and I have been recruiting technical talent for more than 23 years and been in the tech space since the 1990s. Due to this, I actually write JD's myself...no AI, no 'bots', just a real live human. I realized a while back that looking for work is about as fun as a root canal with no anesthesia...especially now. So, rather than saying 'must work well with others' and 'team mindset', I do away with that kind of nonsense and just tell it like it is.
So, as with every role I work on, social fit is almost as important as technical fit. For this one, technical fit is very very important. But, we also have some social fit characteristics that are important. This is the kind of place that requires people to dive in and learn. The hiring manager for this one is actually a very dear friend of mine. He said something interesting to me not all that long ago. He mentioned, if you aren't spending at least an hour a day learning something new, you really are doing yourself a disservice. This is that classic environment where no one says 'this is not my job'. So that ability to jump in and help is needed for success in this role.
This role is being done onsite in Irvine, California. I prefer working with candidates that are already local to the area. If you need to relocate, that is fine, but there are no relocation dollars available.
I can only work with US Citizens or Green Card Holders for this role. I cannot work with H1, OPT, EAD, F1, H4, or anyone that is not already a US Citizen or Green Card Holder for this role.
For this role, you will be working with a team of about 6 other data centric individuals. That team is a mix of ML Cluster engineers, db engineers and a BA. You won't really be working that much on requirements gathering, as that is something that the BA on the team does. But, if you have worked on requirements gathering, documentation, process flow diagramming and so on, that would be great to see, as partnering with the BA would be a great thing to see in the candidate chosen for this role.
You will design, build and operate batch & streaming pipelines that move data from SQL Server, MongoDB, legacy files, and third-party APIs into this client's Data Vault warehouse and machine-learning (ML) cluster, ensuring that data is accurate, timely, and analytics-ready. This role blends hands-on ETL/ELT development in SSIS, Spark, Runbooks, and Azure Data Factory with data-modeling expertise (hubs, links, satellites) to support scalable reporting, predictive models, and AI agents. Working closely with development team and cross-functional product teams.
Here are some of those key responsibilities:
Design, develop, and deploy incremental and full load pipelines using SSIS, Spark, Runbooks and Azure Data Factory to ingest data into landing, raw, and curated layers of the Data Vault.
Build CDC (change data capture) solutions to minimize latency for downstream reporting and ML features.
Automate schema evolution and metadata population for hubs, links, and satellites.
Implement validation rules, unit tests, and data quality frameworks to enforce referential integrity and conformance to business rules.
Maintain a requirements traceability matrix and publish data lineage documentation Metadata Management / SSAS models. This includes partnering with this team's BA to translate user stories into technical interfaces and mapping specs.
Create CI/CD pipelines (Azure DevOps, Git) to version ETL code, infrastructure as code, and automated tests.
Develop PowerShell/.NET utilities to orchestrate jobs, manage secrets, and push metrics to Grafana or Azure Monitor.
Benchmark and tune Spark, SQL, and SSIS performance; recommend index strategies, partitioning, and cluster sizing strategies for cost/performance balance.
Stay current with emerging integration patterns (e.g., event driven architectures, Delta Lake) and propose pilots for adoption.
Here is what we are seeking in terms of requirements for this role:
4+ years building data integration with MS SQL, SSIS, and Spark.
At least 2 years of ML Cluster build experience.
At least 2 years of experience with Data Vault.
Strong T SQL, Python/Scala for Spark, PowerShell/.NET scripting; working knowledge of MongoDB aggregation, SSAS tabular models, and Git CI/CD.
Data Vault 2.0 certification a plus.
Excellent problem solving, communication, and stakeholder management abilities.
Account Executive
San Diego, CA job
About the Company
We're supporting a fast-growing B2B SaaS company as they scale their commercial team in the US.
They're hiring an Inbound & Expansion Account Executive to own inbound demand and grow revenue within existing accounts. This role is ideal for a SaaS AE who excels at discovery, value-led selling, and expansion motions - without needing to run technical demos solo.
Responsibilities
Own inbound leads from discovery through close
Manage expansion and upsell opportunities within existing accounts
Run full-cycle sales processes (discovery → close)
Sell primarily into SMB and mid-market customers
Typical ACV ~$10k, with the ability to close significantly larger deals
Partner with in-house technical engineers who handle product demos and technical queries
Qualifications
2-6 years of B2B SaaS Account Executive experience
Required Skills
Proven experience running full sales cycles
Strong inbound qualification and discovery skills
Experience selling software solutions (not services or hardware)
Comfortable working with technical teams rather than leading demos yourself
Operations Analyst
Santa Fe Springs, CA job
Headquartered in Los Angeles, California, Vesta Fitness is the leading supplier of home and commercial gym equipment. We serve athletes at every level, from the home garage to weightlifting competitions, striving to be better tomorrow than they are today. Our mission is to make health and fitness accessible and affordable for everyone.
Role Description
This is a full-time onsite role at our Santa Fe Springs location. The E-Commerce Operation Analyst will be responsible for managing and processing online sales, optimizing the customer experience online and at the showroom. The role involves collaborating with different teams to ensure seamless operations and customer satisfaction.
Qualifications
Effective Communication skills for collaborating with teams and stakeholders
Experience in Sales and increasing online revenue
Expertise in Shopify platforms and managing online stores
Knowledge of Marketing strategies and their application in a digital environment
Experience in the fitness industry is a plus
Human Resources Coordinator
San Bernardino, CA job
The BBSI HR Coordinator is responsible for successfully assisting BBSI Human Resources Consultants and Payroll Specialists in providing a full range of HR and payroll support to business owners to maximize client management of human capital and positively impact client company success and profitability.
REPORTING RELATIONSHIPS: This position reports to the Area Manager and works in partnership with other positions within the business unit and branch.
DUTIES AND RESPONSIBILITIES:
Provide HR consultation and deliverables to small and mid-sized businesses.
At the direction of the HR Consultant, develop HR policies, procedures and programs to meet the business owner needs laid out in the client plan of action.
At the direction of the HR Consultant, assist with preparation and administration of HR guidance, training, and document support for clients.
Partner with Payroll Specialist and Human Resources Consultants for new client onboarding.
At the direction of the Payroll Specialist, process payroll for select clients and serve as payroll liaison to client contacts.
Support internal business unit with necessary administrative functions.
Assist Business Partner in gathering client renewal details prior to client renewal meetings and provide system support for renewal billing changes.
Responsible for workers' compensation claims administration overview and interaction with partners at Third Party Claims Administrator.
Responsible for continued self-development of HR and payroll knowledge with mentoring from HR Consultant and Payroll Specialist.
SPECIAL REQUIREMENTS:
Ability to complete high-volume workload, meet critical deadlines and work through constantly changing priorities with enthusiasm
Excellent written and verbal communication skills
Intermediate level knowledge of all MS Office applications
Confidence working with multiple systems and programs simultaneously
Possession of a valid driver's license with valid automobile insurance meeting BBSI criteria
Willing to travel via automobile roughly 30% of time - primarily local, with some overnight possible.
QUALIFICATIONS:
Bachelor's degree preferred
High school diploma required
A minimum of 3-5 years of HR and/or payroll related experience
Interest in or progress on certification in either HR or payroll
Prior experience in payroll processing, or an aptitude or ability to learn how to process payroll, including strong knowledge of wage and hour laws in surrounding states.
Additional operations or business experience is a plus
Demonstrated ability to write, develop and deliver documents and electronic communication to individuals and groups at all levels of an organization
For individuals with these requirements, this position offers:
The stability of working for a publicly traded, growth-oriented company
Phenomenal work environment where we work hard, have fun, promote growth and development, and build great relationships with solid business professionals
Opportunity to impact the success and growth of client companies and BBSI
Knowledge that you are working for a results-oriented organization
Experience interacting with professionals in multiple industries
Salary and Other Compensation:
The starting pay range for this position is $36.00-$40.86 per hour. Factors which may affect starting pay within this range may include geography, skills, education, experience, certifications and other qualifications of the candidate.
This position is also eligible for incentive pay in accordance with the terms of the Company's plan.
Benefits: The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, health savings account, flexible savings account, dental insurance, vision insurance, 401(k) retirement plan, accidental death and dismemberment, life insurance, voluntary life insurance, voluntary disability insurance, voluntary accident, voluntary critical care, voluntary hospital indemnity, legal, identity & fraud protection, commuter benefits, pet insurance, employee stock purchase program, and an employee assistance program.
Paid Time Off: 40 hours of paid sick leave annually (additional sick/front loading/accrual, if any, based on state or regional requirements); vacation accrues up to 80 hours in the first year, up to 120 hours in years 2-4, and up to 160 hours in the fifth year; 6 paid holidays annually, 4 paid volunteer days annually.
Diversity and Inclusion are critical parts of our corporate culture. BBSI strives to create a workplace where everyone feels included and empowered to bring their full, authentic selves to work, and is treated fairly. BBSI is an equal opportunity employer and makes employment decisions on the basis of merit.
If you meet the above requirements, we welcome the opportunity to learn more about you. For more information, visit us at www. bbsi.com Please apply via this posting and not by contacting our local or corporate offices.
Click here to review the BBSI Privacy Policy: ***********************************
California applicants: to see how we protect your data, visit our website at *********************************************************
Branch Services Rep. - FT - Stoneridge
Moreno Valley, CA job
The Branch Services Representative Welcomes Members to the branch, performs their financial transaction, and guides them through a successful and rewarding experience to increase each Member's profitability potential and to guarantee that every Member, every time, receives a warm and positive experience. Displays Altura Credit Union's Core Values (Respect, Integrity, Innovation, Passion, and Excellence) to both external and internal Members. Takes ownership of every Member every time and provides “Start to Finish” Member service. A Branch Service Representative (BSR) is typically an entry-level position within Altura's branch network. As a BSR gains experience and develops skills, they are expected to advance to a Branch Service Representative III position within 12-18 months of hire.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Demonstrates excellence in Member service by welcoming Members to the branch and providing service in an efficient, friendly, and professional manner. Maintains a member survey average score of 9.5 or above.
Profiles Members to determine Members' needs and directs them to the proper services and resources for transacting business. Cross-sells Altura Credit Union and its Affiliate's products and services. Consistently achieves monthly referral quota.
Accurately performs Symitar functions and balances cash drawer daily.
Adheres to compliance issues, policies, and procedures to preserve the operational integrity of the branch network.
Preserves the retail image of the branch office by maintaining a superior appearance of professionalism, cleanliness, and organization.
In-person and/or online personal development training.
EDUCATION, EXPERIENCE, and/or 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.
High school diploma or equivalent required; college preferred.
Minimum of six (6) months' experience in retail or customer service required.
Exceptional customer service skills required.
Prior experience handling cash preferred.
Why Altura?
WORK-LIFE BALANCE
Vacation (10+ or Minimum Days)
Sick (8 Days)
Holidays (11 Days & 1/2 Day Christmas Eve)
Birthday & Anniversary Day Off
Specialized Paid Time Off (Jury Duty, Bereavement, etc.)
Community Volunteer Events
Social Events & Outings
Event & Venue Discounts
WEALTH INCENTIVES
Competitive Pay
Stakeholders
401k Dollar-for-Dollar Match up to 6% (after one year of service)
Business Attire Allowance
Annual Performance Review & Increase
Wellness Incentive
Tuition Reimbursement
Awards, Recognitions & Incentives
Free Checking & Savings Accounts
Discounted Employee Loan Rates
HEALTH AND WELLNESS
Kaiser and Cigna Medical & Prescription Plans
Dental & Vision
Fitness Challenges & Gym Access
Onsite Wellness Programs
Medical & Dependent Flex Spending Account
Life & A&D Insurance
Employee Assistance Program
Pet Insurance
Must Have Technical/Functional Skills:
We are seeking a skilled SAP HANA Developer to join our team. The ideal candidate will focus on designing, developing, and optimizing high-performance data models and database logic. You will translate complex business requirements into technical solutions using SAP HANA native modeling (Calculation Views) and SQL Script, ensuring efficient data processing and reporting capabilities.
Key Responsibilities:
1. Data Modeling & Development
HANA Native Modeling: Design and develop complex Calculation Views (Graphical and Script-based) to support analytical reporting and business logic.
Database Logic: Create and maintain optimized Stored Procedures, Table Functions, Scalar Functions, and complex SQL scripts within SAP HANA Studio and Web IDE.
Data Structures: Design and define table structures, sequences, and triggers suited for column-store processing.
Modern Development: Utilize HDI (HANA Deployment Infrastructure) containers and Web IDE/Business Application Studio for XSA (XS Advanced) development where applicable.
2. Performance Tuning & Optimization
Query Optimization: Analyze and tune complex SQL queries and Calculation Views for optimal performance.
Analysis Tools: Utilize HANA PlanViz, SQL Trace, and Expensive Statements analysis to identify bottlenecks and reduce memory footprint/execution time.
Data Partitioning: Implement partitioning strategies for large tables to improve data access and management.
3. Data Integration & Provisioning
Virtualization: Implement data virtualization using Smart Data Access (SDA) or Smart Data Integration (SDI) to connect to remote data sources.
Data Flow: Collaborate with ETL teams (SAP Data Services/SLT) to design efficient data flow logic and transformation rules for loading data into HANA.
4. Security & Governance
Access Control: Implement robust data security models, including Analytic Privileges (Classical and SQL-based) and Role design to ensure row-level security.
Standards: Adhere to best practices for naming conventions, transport management (HALM/CTS+/CHARM), and version control.
5. Collaboration & Documentation
Requirement Analysis: Work closely with Functional Consultants and Business Analysts to understand functional specs.
Documentation: Prepare detailed Technical Specification Documents (TSD), data flow diagrams, and unit test scripts.
Required Skills and Qualifications
Education: Bachelor's degree in Computer Science, Information Systems, or a related field.
Experience: 5 years of hands-on experience in SAP HANA Native Development.
Technical Competencies:
Core HANA: Expert proficiency in creating Calculation Views (Dimension, Cube, Star Join) and implementing input parameters/variables.
SQLScript: Strong command of SQLScript, including imperative logic, temporary tables, and dynamic SQL.
Tools: Proficient in SAP HANA Studio (Modeler & Development perspectives) and SAP Web IDE for HANA.
Security: Solid understanding of HANA User Management, Roles, and Analytic Privileges.
Performance: Proven ability to troubleshoot performance issues using PlanViz.
Soft Skills:
Strong analytical and problem-solving skills.
Ability to work independently and manage multiple tasks.
Excellent verbal and written communication skills.
Preferred Qualifications
Certification: SAP Certified Development Associate - SAP HANA.
Salary Range: $64,000-$150,000 a year
#LI-CM2
Mechanical Design Engineer / Engineering Drawing Quality Checker
Los Angeles, CA job
Must Have Technical/Functional Skills
• Mechanical Design engineers and Quality checkers, with Manufacturing engineering background.
• New Product Introduction
• In-service reliability tracking and investigations.
• Non-conforming material review
• Production modifications
• New Product Introduction /Sustaining Project engineering, fulfilling the requirements of Project Engineers,
• Develop the Method/Process on how to flow, control and execute the task.
• Interact with the customer to understand the requirements and propose and implement solutions
• Design and development of different modules and other release processes
• Work closely with customer to understand the requirement
• Data segregation,
• Triaging
• SolidWorks, MATLAB Simulink
• Experienced in Catia software
• Must be US
Roles & Responsibilities
• Interact with the customer to understand the requirements.
• Participating in business requirement discussions and providing key technical inputs
• Directly handling technical queries from customer
• Work on Data segregation, Triaging
• Work on SolidWorks, MATLAB Simulink
General Managerial Skill:
• Strong verbal and written communication skills with the ability to liaise with a variety of stakeholders
• Must be self-motivated and pro-active
• Flexibility to respond to day-to-day changes
• Need to show constant dynamism and be able to manage pressure
• Attention to detail
• The ability to work in a team and individually
• Organizational skills with the capability of working towards tight deadlines
• Able to work with demanding customer•
Base Salary Range: $120,000 - $140,000 per annum
TCS Employee Benefits Summary:
Discretionary Annual Incentive.
Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
Family Support: Maternal & Parental Leaves.
Insurance Options: Auto & Home Insurance, Identity Theft Protection.
Convenience & Professional Growth: Commuter Benefits & Ce rtification & Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
Founding Software Engineer / Protocol Engineer
San Francisco, CA job
We are actively searching for a Founding Protocol Engineer to join our team on a permanent basis. In this position you will If you are someone that is impressed with what Hyperliquid has accomplished then this role is for you. We are on a mission to build next generation lending and debt protocols. We are open to both Senior level and Architect level candidates for this role.
Your Rhythm:
Drive the architecture, technical design, and implementation of our lending protocol.
Collaborate closely with researchers to validate and test designs
Collaborate with auditors and security engineers to ensure safety of the protocol
Participate in code reviews, providing constructive feedback and ensuring adherence to established coding standards and best practices
Your Vibe:
5+ years of professional software Engineering experience
3+ years of experience working in Solidity in EVM in production environments, specifically focused in DeFi products
2+ years of experience working with a modern backend languages (Go, Rust, Python, etc) in distributed architectures
Experience building lending protocols in a smart contract language
Open to collaborating onsite a few days a week at our downtown SF office
Our Vibe:
Relaxed work environment
100% paid top of the line health care benefits
Full ownership, no micro management
Strong equity package
401K
Unlimited vacation
An actual work/life balance, we aren't trying to run you into the ground. We have families and enjoy life too!
Credit Analyst
Los Angeles, CA job
Responsible for evaluating the creditworthiness of potential business loan applicants by thoroughly analyzing their financial statements, cash flow analysis, understanding the market conditions, evaluating the risk factors of the loan credit. This requires a keen eye for detail excellent analytical skills, and the ability to balance risk against profitability. The underwriter will work with the marketing officers to gather information, review financial documents and credit reports, and make recommendations for approval or rejection of applications while adhering to the bank policy and regulation.
DUTIES
Evaluate and assess risk factors for commercial loan applicants.
Ensure compliance with underwriting polices and procedures.
Prepare CCR/CCM/Memo for new, renewal, modification and extension.
Make recommendations for approval from the Credit Officer, Chief Credit Officer, and CEO, and may require presenting at loan committee base on the bank's lending authority level approval limit.
Process all new commercial loan applications, gather and review borrower's submitted financials and documents.
For real estate transactions, review property operating statements, leases, rent rolls, real estate schedules to perform detailed cash flow analysis using Cash Flow Analysis templates and Sageworks System. Performs stress testing scenarios on all the floating interest rate.
For C&I transactions, review cash flow cycles, conduct sensitivity analysis, evaluate Borrower's cash flow and their ability to provide adequate debt coverage for the proposed transactions, as well as determine cushions of protections. Analyze the industry outlook and risk assessment.
Complete risk ratings as mean to proactively mitigate potential risk associated with each asset within the portfolio. Underwriter has to have good understanding of the Bank's policy and procedure, and is able to accurately assign the risk rating on each loan.
Collaborative with Portfolio Managements to conduct routine annual loan reviews.
Work with Marketing Officer to ensure receipt timely financial statements, aging reports, tax returns, and personal financial statements, and then analyze these often-complex personal financial statements and personal tax returns of sponsors/guarantors, as well as their contingent debt.
Attend prospect calls with lending staff in order to gain a thorough understanding of the member/prospect and their business in order to determine the merits of specific loan requests and loan structure, as well as assist in the management of the member relationship.
Review appraisal and analyze collateral issue - conduct site inspection.
Conduct require loan reviews (annual credit review, watch list report and SAC).
Prepare and submit Reg B/HMDA/Credit logs.
Participate in audits as necessary.
QUALIFICATIONS
EDUCATION: Bachelor's Degree in Accounting, Finance, Economics, Business Administration, International Development, or other related disciplines.
EXPERIENCE: 2-4 years of experience with CRE/Commercial Underwriting (various asset classes). CRE/C&I/SBA experience preferred. Relationship/Portfolio Management experience preferred
SKILLS/ABILITIES
Strong oral communication and writing skills for report analysis and presentation
Must be able to interface with external clients, auditors, regulators, and executive management
Must be versatile with willingness to learn.
Require BA/BS in Finance/Accounting/Economics
Proficiency with Microsoft Word and Excel
Strong Analytical Skills
Familiarity with Sageworks
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 may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policies
(GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website ****************************
.
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.
Technical Project Engineer, Mechanical
Los Angeles, CA job
Must Have Technical/Functional Skills
• Mechanical engineer in aerospace domain with Manufacturing engineering background
• Technology Development
• New Product Introduction
• In-service reliability tracking and investigations.
• Non-conforming material review
• Production modifications
• Obsolescence management.
• Work as Technical Lead to groom and guide the offshore team
• New Product Introduction /Sustaining Project engineering, fulfilling the requirements of Project Engineers, Design Engineers, Mechanical Engineers, and Stress engineers.
• Develop the Method/Process on how to flow, control and execute the task.
• Interact with the customer to understand the requirements and propose and implement solutions
• Design and lead the development of different modules and other release processes
• Work closely with customer to understand the requirement
• Data segregation,
• Triaging
• Catia Solidworks
• Must be US
Roles & Responsibilities
• Work as Technical Lead to groom and guide the team
• Interact with the customer to understand the requirements and propose and implement
• Participating in business requirement discussions and providing key technical inputs
• Leading the technical deliverables
• Directly handling technical queries from customer
Base Salary Range: $120,000 - $140,000 per annum
TCS Employee Benefits Summary:
Discretionary Annual Incentive.
Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
Family Support: Maternal & Parental Leaves.
Insurance Options: Auto & Home Insurance, Identity Theft Protection.
Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
Lead Frontend Developer / Manager / AI Software
San Francisco, CA job
Our client is a VC-funded SaaS startup located in San Francisco, CA building AI-powered data analytics and documentation soluitions for the biotech and pharmaceutical industries. They are currently looking for a Front-End Engineering Team Lead / Manager to work on-site in their office 3 days / week.
Qualified candidates will have 7+ years of experience working with React.js, Typescript, and any exposure to or experience with Python / Django is a plus. Responsibilities include doing architecture, design and hands-on coding ~75% of the time and leadership and management of a team of 4 Developers 25% of the time. Industry experience in B2B SaaS, workplace tools or document management is desired. BSCS or equivalent. Must have startup experience. Experience working in a highly regulated domain involving data privacy and security is preferred.
This role is hybrid on-site, in the office 3 days / week in San Francisco, CA. The role features competitive compensation, comprehensive company-paid healthcare benefits, 401k with company matching and potential performance bonus. Please send your resume to ******************* for immediate consideration.
2026 JPMorganChase Fellowship Program - Commercial & Investment Bank - Global Corporate Banking (GCB) Track
Los Angeles, CA job
JobID: 210679966 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $25.00-$25.00; New York,NY $26.45-$26.45; Los Angeles,CA $26.45-$26.45; San Francisco,CA $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply.
As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry.
This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm.
The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track.
Job responsibilities
* Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers.
* Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors.
* Prepare and present a curriculum-based project to an audience of senior stakeholders.
Required qualifications, capabilities, and skills
* Sophomore standing (expected graduation date of December 2027 through Summer 2028)
* Attends college/university in the U.S. (all majors considered) in good standing
* Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity
* Possess a strong interest in developing professional skills for future opportunities in financial services
Preferred qualifications, capabilities, and skills
* Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale
To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Locations fellows may join:
Atlanta, GA
Chicago, IL
Houston, TX
Los Angeles, CA
New York, NY
San Francisco, CA
You will have the opportunity to select up to three location preferences on your application. Potential placements may include any of our offices within the city's metropolitan area. Please make thoughtful selections when submitting your application, as your stated preferences will be considered during Superday and offer decisions.
About Our Track
Line of Business: Commercial & Investment Bank (CIB)
Track: Global Corporate Banking Track (GCB)
Participants will gain the necessary skills to engage with large corporations and public sector organizations, focusing on solving complex challenges and driving growth. You will gain a comprehensive experience in:
* Comprehensive Learning: Gain insights into financing, risk management, working capital, and cash management
* Coaching and Guidance: Benefit from the expertise of seasoned professionals who provide personalized coaching and strategic advice.
* Global Exposure: Learn the breadth of our operations with access to a wide range of products and services across more than 60 countries.
* Empowering Growth: Learn how we leverage the capital strength of JPMorgan Chase to support client expansion and innovation.
The Global Corporate Banking Track (GCB) is designed to equip participants with the skills, knowledge, and global perspective needed to excel in the dynamic world of Global Corporate Banking. Through hands-on learning, coaching, and exposure to real-world challenges, you'll be prepared to make a meaningful impact and excel as a future leader in the industry.
Recommended Course and/or Projects:
* Courses in Financial and Managerial Accounting are key for analyzing financial statements and assessing organizational health
* Microeconomics and Macroeconomics provide insight into market dynamics and economic trends affecting corporate strategy.
* Proficiency in Excel, financial modeling, and ERP systems is increasingly valuable in banking.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled.
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Auto-ApplyDirector of Product Management
San Jose, CA job
Director of Product, Fraud and Risk
GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018.
GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.
We're looking for a Director of Product to lead the fraud and risk function for our consumer products. This is a high-impact IC role today, responsible for architecting the systems, controls, and decisioning that protect our credit products, consumer payments, and homeowner experiences while maintaining a seamless, high-conversion user journey.
You'll own the strategy and the execution, bringing clarity to complex fraud and risk challenges. You'll align partners around the right signals and defenses, and personally driving the roadmap that materially reduces losses. As the business grows, this function will expand, and this leader will play a critical role in shaping how the team and capabilities scale.
The ideal candidate brings systems-level thinking, hands-on rigor, and the ability to operate at director-level altitude while still executing with precision in a fast-moving fintech environment.
Essential Job Duties & Responsibilities:
Set and drive the end-to-end fraud and risk product strategy across credit products, consumer payments, and the homeowner app, delivering strong protection without compromising experience.
Own the roadmap for fraud detection and risk scoring systems, and partner closely with Engineering and Data Science to advance models, rules, and real-time defenses.
Partner with Security to strengthen identity and account integrity, shaping product-side risk controls (KYC/KYB, device intelligence, behavioral signals) that mitigate synthetic IDs, ATO, and mule activity.
Lead the strategy to prevent fraud-driven disputes and chargebacks by strengthening upstream controls, improving decisioning logic, and reducing opportunities for abuse before they reach Operations.
Analyze fraud patterns, model performance, losses, and false positives, and make sharp, data-driven decisions that reduce fraud while preserving customer experience.
Manage key vendor relationships and evaluate new technologies, signals, and platforms that can strengthen our fraud and risk defenses.
Collaborate with Compliance and Legal to ensure fraud and risk systems meet regulatory requirements and are audit-ready.
Communicate risks, trends, and mitigation plans to senior leadership with clarity, urgency, and high signal.
Required Skills, Knowledge & Abilities:
10+ years of fraud, risk, identity, or trust & safety product experience in fintech, banking, lending, payments, or consumer finance.
Proven success designing fraud/risk systems, working with DS/ML teams, and shipping high-impact risk products at scale.
Deep understanding of fraud vectors (ATO, synthetic identities, mule accounts, friendly fraud, credit abuse, chargebacks).
Experience with KYC/AML, sanctions, adverse media, dispute regulations, and compliance alignment.
Strong analytical abilities, fluent with metrics, funnels, decision trees, and interpreting model outputs.
Ability to lead teams, influence senior stakeholders, and make crisp tradeoffs between risk mitigation and growth.
High-signal communication: clear, structured, authoritative.
$230,000 - $260,000 a year
In addition to the above salary, this role may be eligible for a bonus and equity.
Fraud Investigator
Irvine, CA job
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Summary: This position is responsible for assessing various situations and identifying risks to related to fraud to the bank and its clients. The investigator works closely with various retail banking and operations teams to assist with fraud investigation and deterrence against First Foundation Bank. This role requires the ability to triage work assigned; conduct research utilizing various methods and provide clear and timely documentation of all findings. Must be analytical and focused with the ability to analyze documents and reports. Remains apprised of industry fraud trends, using knowledge and experience to detect instances of fraud and prevent bank loss.
Duties and Responsibilities:
Understands and complies with requirements of all laws and regulations applicable to the position
Monitors fraud alert transactions through the Bank's transaction monitoring software to identify unusual or suspicious account activity and/or financial crime patterns related to ATM/Debit cards, credit cards, new accounts, checks, and loans
Perform a series of reviews utilizing various tools and reports to identify potentially fraudulent activities on new/existing deposit and loan accounts
Thoroughly research incidents and/or allegations and interact with other departments and other banks, companies, or local, state, and federal authorities when necessary
Provide excellent customer service to clients impacted by fraud, ensuring we help as appropriate including detection of identity theft and elder financial abuse and related reporting
Review of new accounts, negative balance accounts, ACH reports, Fiserv fraud notifications, and any suspicious activity on an existing account
Assist in the preparation and completion of reports and case file documentation as required to ensure adherence to policies and procedures
Utilize bank systems and resources to evaluate accounts and situations that may require unique treatment and a specialized approach
Interview victims, witnesses, and/or suspects to obtain details of an incident
Present case summaries to the management team as needed
Analyze transactional data, assessing historical client activity to help make determinations of irregular activity
Responsible for composing case narratives and completion of the initial Suspicious Activity Report (SAR) recommendation and justification
Assist with editing and updating internal departmental procedures
Provide training and guidance to new or less experienced team members
Performs other duties as assigned
Salary Range: The salary range budgeted for this position represents the Company's good faith minimum and maximum range for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location.
Geographic Location:
Irvine, CA: $60,100 - $84,200 (Annually)
Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa.
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Education and/or Experience:
The successful candidate will possess a bachelor's degree or the equivalent combination of education and experience; 3+ years of direct experience in the Fraud Investigations field preferred.
5+ years of banking experience in retail, operations, compliance, or BSA setting is required.
Skills:
Working knowledge of current bank fraud investigative and interviewing techniques.
Works independently to continuously monitor, review, analyze, detect, and prevent unauthorized or fraudulent activity.
Strong written and verbal communication skills.
Effective time management and organizational skills.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
While performing the duties of this job, the employee is regularly required to sit for long periods; use hands to operate controls on a computer; reach with hands and arms for phone and computer work; and communicate on the phone wearing a headset for extended periods. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. This job description is subject to change at any time.
First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, and status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.