JPMorgan Chase & Co. jobs in Carlsbad, CA

JobID: 210684777 JobSchedule: Full time JobShift: Base Pay/Salary: Irvine,CA $95,500.00-$153,000.00 If you are passionate about healthcare technology, supporting the needs of your customers, and have a strong desire to be a client-facing strategic account leader, we would love to speak with you about joining our team. As a Client Service Account Manager Vice President in Healthcare Payments, you will be part of the Relationship Management team. You will be responsible for managing and growing relationships with some of the largest and most prestigious healthcare customers. In this position you will have the opportunity to directly impact revenue retention and revenue growth. You are a self-motivated, proactive, results-oriented candidate who wants to excel and learn in an open, professional, and team-oriented environment. Job Responsibilities * Manage large, high profile health systems, ensuring the health and satisfaction of customer relationships. * Maintain accurate customer account information, opportunity pipeline data, and documentation of activities. Serve as the Customer's primary healthcare payments business contact to help facilitate regular business activities that are both strategic and operational, deigned to promote value to ensure client satisfaction. * Identify and build strategic relationships with operational and executive staff within your assigned accounts to ensure the highest levels of efficient interaction. * Partner with JP Morgan Bankers and Treasury Management Officers to stay connected on customer relationship across our lines of business. Develop strong relationships with client leads and executives/C-suite. * Support Business Development activities which contribute to the achievement of the annual revenue plan including execution of regular Strategic Business Reviews, Strategic Account Plans, Customer Governance Calls and Solution Demonstrations. * Identify upsell and new solution expansion opportunities within payments, banking and treasury to ensure revenue growth, and provide referrals as appropriate across the firm. * Promotes adoption of InstaMed's solutions across your territory by identifying or promoting opportunities where InstaMed can offer value. * Identify possible risk areas that could impact customer retention or damage the customer relationship and appropriately communicate and escalate internally in a timely and effective manner. * Serve as a customer escalation point and help coordinate internal activities across various departments that result in a successful resolution for the customer. * Prepare, deliver and execute customer Orders, Contracts, and Renewals to support retention and growth. * Demonstrate a thorough understanding of InstaMed solutions, products and processes. Demonstrate a thorough understanding of customers EHR systems, and how InstaMed supports and integrates with systems Required qualifications, capabilities, and skills * 5 + years of proven success in a revenue-generating role * 5 + years of experience within healthcare, health-tech, and merchant services * Excellent people skills and ability to build relationships with customers. * Sound judgment in setting customer expectations and managing sensitive customer situations. * Excellent organizational skills in daily task management and follow-ups. * Influence without direct authority * Displays strong analytical and problem-solving skills. * Proficient with building and delivering customer presentations, decks, and executive level summary notes and action items. * Travel 25% Preferred qualifications, capabilities, and skills * Healthcare Revenue Cycle, Financial Services, Banking & Treasury Experience. * Bachelor's degree or higher * Prior work experience in healthcare payment processing * Demonstrates knowledge of healthcare patient accounting systems / practice management systems FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

JobID: 210680602 JobSchedule: Full time JobShift: Base Pay/Salary: Irvine,CA $36.00/hr -$55.00/hr Embark on a career where innovation meets support, assisting customers with the highest quality standards and satisfaction. As a Technology Support Sr Specialist in JPMorgan Healthcare Payments, you will be a crucial team member that uses leading best practices to provide first-line support and guidance on day-to-day technology activities. Your role involves troubleshooting hardware, software, and technology issues within the organization. You will maintain high levels of customer satisfaction with a focus on executing with efficiency and strive for continuous improvement in service delivery. You are responsible for analyzing project and business requirements, defining test approach and executing end-to-end test cases. Job responsibilities * Design, develop, execute, and maintain test plans and test cases for frontend and backend solutions * Participate in complete software development life cycle including analysis, design, test execution, test automation, and operational rollout * Provide first-line support for hardware, software, and technology issues and address and resolve challenges efficiently while adhering to established processes and procedures * Assist in the timely delivery of technology support services to internal customers, coordinate resources and activities to ensure high-quality standards and customer satisfaction * Contribute to optimal system functionality by applying emerging knowledge of hardware components, peripherals, devices, and network expertise * Use problem-solving techniques, diagnostic tools, and best practices to Identify and resolve technical issues Required qualifications, capabilities, and skills * Formal training or certification on software engineering and testing concepts * 6+ months of experience in providing first-contact solutions and end user support to triage and resolve issues in real-time including support for hardware, software, and networks * Experience with live chat, incident/service request management, and runbooks for system issue resolution * Baseline knowledge of operational management and excellence * Proven ability to balance tasks while documenting outcomes Preferred qualifications, capabilities, and skills * Experience with Selenium WebDriver, JavaScript, HTML, Rest API, SQL and related testing tools * Practical knowledge of programming in C# * Exposure to AWS cloud technologies * Familiarity with troubleshooting techniques for resolving technical issues in hardware, software, and technology systems * Ability to document issues, procedures, and root cause analysis

Are you ready to join a team that is redefining client experience excellence? Come join JPMorgan Private Client as a Client Experience Specialist to help support a team that is dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team. **Job Responsibilities** + Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed. + Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers. + Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients. + Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters. + Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events. + Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager **Required Qualifications, Capabilities, and Skills** + A minimum of two years of financial services experience. + Demonstrated experience delivering exceptional client service to an affluent client base. **Preferred Qualifications, Capabilities, and Skills** + A bachelor's degree + Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs. **This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process** . **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ******************************************************************** x Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Del Mar,CA $38.46 - $57.69 / hour; Irvine,CA $35.10 - $52.88 / hour

Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives. You will participate in the three-year development plan designed fora progression of job functionsto develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position. **Job responsibilities** + Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models + Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research + Develop an understanding of clients' Treasury cash management structure and objectives + Coordinate with product partners to develop comprehensive Treasury solutions + Develop and understand competitors' products and positioning within the client & market + Work with the TMO's throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately + Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing **Required qualifications, capabilities, and skills** + Bachelor's Degree + Three+ years' relevant banking and treasury experience + Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment + Superior verbal and written communication skills with the ability to mobilize internal networks and resources + Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures + Proficiency in Microsoft Office (PowerPoint, Excel and Word) + Ambition to develop into an individual sales contributor **Preferred qualifications, capabilities, and skills** + Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions + Sales, portfolio management or relationship management experience + Qualitative and quantitative skills FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** San Diego,CA $100,000.00 - $120,000.00 / year; Los Angeles,CA $100,000.00 - $120,000.00 / year; Seattle,WA $100,000.00 - $120,000.00 / year

JobID: 210681946 JobSchedule: Full time JobShift: Day Base Pay/Salary: Carlsbad,CA $16.50-$16.50 Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. Job responsibilities * Coaches and mentors the branch team by providing training on products and services. * Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services. * Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts. * Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships. * Builds role as the internal and external mortgage expert and maintains good relationships with customers. * Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. Required qualifications, capabilities, and skills * Bachelor's degree or equivalent work experience in sales and/or real estate * 3+ years of mortgage lending and proven sales experience in retail banking * Knowledge of real estate market in local area * Excellent written and oral communication skills * Knowledge of FHA, VA, FNMA, and FHLMC guidelines Preferred qualifications, capabilities, and skills * FHA/VA sales experience * Marketing, promoting, relationship building, and consulting skills * Intermediate PC skills in a Windows environment FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **********************************************************************

JobID: 210686892 JobSchedule: Full time JobShift: Day Base Pay/Salary: San Diego,CA $17.25-$17.25; Chula Vista,CA $16.50-$16.50 Join our fun, high-energy team as a Home Lending Assistant in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Home Lending Assistant in Chase Home Lending, you will have the opportunity to work in unison with one or more Home Lending Advisor(s) to create an outstanding customer experience for home buyers. You will rely on your excellent interpersonal skills and dedication to provide exceptional support in facilitating the loan process to positively impact the customer experience for both internal and external customers. Your attention to detail, professionalism, and dedication will be reflected in your team's ability to achieve strong sales results. Job responsibilities * Utilize your understanding of the home loan process to take all initial inquiry calls for prequalification, take complete applications, request documentation from borrowers and review with Home Loan Advisor(s). * Discuss products and pricing at the request of, or in the absence of, the Home Lending Advisor(s). * Proactively review complex files to identify potential problems with loan applications and arrive at workable solutions with the Home Lending Advisor(s) prior to submission to processing. * Manage pipeline, consistently communicating updates to Home Lending Advisor(s) on pipeline status and updating borrowers and builders on status of loans while watching for and preventing pipeline fallout and quote rate to pipeline floats. * Act as a liaison between Home Lending Advisor(s), branch, processing center (if applicable), and group of established realtors (20-30) to coordinate submissions and closings to allow Home Lending Advisor(s) to concentrate on generating new business. * Coordinate and manage marketing to buyers, sellers, realtors, and builders assist in staffing Realtor/builder open houses and trade shows. * Establish with Home Lending Advisor(s) the annual number of loans required to fund and close and/or incremental increase in Home Lending Advisor(s)'s annual production; and, if applicable, support Home Lending Advisor(s) to achieve high usage of laptop originations. Required qualifications, capabilities, and skills * Bachelor's degree or equivalent work experience in sales and/or real estate * A minimum of four years' work experience in mortgage loan processing * Intermediate computer skills (familiar with MS Office products or similar software) * Excellent customer service skills * Excellent written/oral communication * Excellent organization skills * Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand Preferred qualifications, capabilities, and skills * Marketing and advertising experience FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **********************************************************************

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 providing Consumer Lending advice to new-to-bank clients and external business development. Key responsibilities include applying mortgage lending principles and familiarity of Realtor, Builder, and Community contacts local to the market. Job expectations include having successful track-records of delivering lending services to clients by demonstrating an understanding of credit, lending guidelines, and the mortgage process. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: * Provides exceptional client care by providing advice oriented solutions with Consumer Lending and Core Banking products * Engages in community development, outside sales activities, and external networking to responsibly grow client and market share * Understands lending processes and credit guidelines to best develop solutions for each client's needs * Manages daily client and loan pipelines with astute organization, follow up, and high degree of collaboration with loan fulfillment partners * Leverages digital solutions, providing clients with a choice in preferred service pathways * Maintains and adheres to all federal and state regulations and bank operational requirements, delivering compliant client advice conversations and fulfilling financial goals Skills: * Business Development * Client Management * Customer and Client Focus * Prospecting * Risk Management * Account Management * Client Solutions Advisory * Credit and Risk Assessment * Pipeline Management * Referral Identification * Attention to Detail * Credit Documentation Requirements * Issue Management * Networking * Relationship Building Required Skills and Experience * Has 3+ years of experience in a loan origination role with a focus on generating self-sourced purchase business through a verifiable, established network of referral sources * Demonstrated understanding of effectively managing a pipeline in order to deliver an exceptional client experience * Has a strong knowledge of loan products Conventional, Jumbo and Government. * Demonstrated ability to understand, analyze, and document income, assets and liabilities properly in order to qualify clients for specific loan products * Demonstrated understanding of processing, underwriting and/or closing procedures * Has a working knowledge of federal regulations governing real estate lending * Ability to source clients independently and not rely on enterprise referrals with demonstrated success in generating business from external Centers of Influence real estate professionals, builders, and other external referral partners in a compliant manner as well as within bank policy. * An ability to work independently * Is a strong communicator, both written and verbal * Is self-motivated and highly organized * Can prioritize multiple competing tasks * Uses appropriate interpersonal styles, communication methods and approaches to gain clients and keep them informed during the loan process * Demonstrated understanding of the connection of the level of service provided being directly correlated to driving sales volume * Can be flexible to work weekends and or extended hours as needed to serve clients Desired Skills and Experience * Familiarity with FHA and HUD guidelines * Strong computer skills including MS applications and previous experience utilizing laptop technology for communication purposes including accessing rate, credit and loan status information * Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously * The ability to analyze and comprehend complex financial data and provide financial alternatives * Professional and effective interpersonal skills * An ability to take ownership, accountability and can demonstrate integrity * Adaptability and can demonstrate flexibility * A positive attitude * Effective communication styles The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

About this role: Wells Fargo is seeking a Senior Lead Commercial Banking Business Development Representative for clients with annual revenue of $100MM to $2B supporting the Orange County market as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: * Lead complex market and other large scale planning efforts with Commercial Banking Business Development, by conducting competitive analyses, leveraging business tools, and applying market insights to identify areas of opportunity * Review and analyze complex, multi-faceted or larger scale prospects' needs and Wells Fargo's offerings, considering profitability and risk to Commercial Banking * Make decisions in complex and multi-faceted situations within the Commercial Banking Business Development group requiring solid understanding of relevant policies, procedures, and compliance requirements that influence and lead team to meet deliverables and drive new initiatives * Strategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve prospects' issues while achieving Wells Fargo's business objectives, by helping prospects navigate processes and escalating inquiries when needed; serve as a mentor for less experienced colleagues * Identify and source complex prospects and engage in both cold and warm outreach, and lead team to employ strategies focused on generating new, profitable Commercial Banking relationships * Understand the full suite of financial solutions offered by Wells Fargo to Commercial Banking clients and the financial solutions currently used by each prospect * Collaborate with relationship managers and product organizations in prospect interactions through closing of the first transactions, by leading internal coordination to develop and present financial solutions to prospects Required Qualifications: * 7+ years of Commercial Banking Business Development experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management * Completion of formal credit training program * Commercial banking account relationship management experience for clients with annual revenue of $100MM to $2B * Demonstrated experience working collaboratively to deliver the organization to clients and prospects * Demonstrated experience generating new client relationships, building and retaining long-term client relationships * Experience identifying and mitigating risk, ensuring compliance with processes and procedures * Excellent verbal, written, and interpersonal communication skills Job Expectations: * This position is not eligible for Visa sponsorship * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process * Travel: Ability to travel #commercialbanking Location: * 2030 Main Street, Irvine, CA 29614 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $191,000.00 - $305,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 30 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is 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, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business responsibly by anticipating new and emerging risks, and using your expert judgment to solve real-world challenges that impact our company, customers, and communities. As a Credit Risk Senior within the Credit Risk team, you will play an important role in evaluating and identifying risks, as well as interpreting data to support management in making well-informed credit decisions on multifamily commercial real estate loan requests. You will operate in a dynamic, high-volume, and fast-paced environment, analyzing loans ranging from $1MM to $25MM+. Additionally, you will be part of a highly collaborative team that prioritizes learning, professional development, inclusivity, and mentorship. Job Responsibilities Oversee all aspects of credit analysis on commercial real estate/multifamily loans. Evaluate and manage risks in each transaction. Build and maintain strong relationships with internal business stakeholders including sales, processing, closing, and legal. Gain a thorough understanding of relevant policies, standards, procedures, and regulatory requirements. Apply data analysis techniques to interpret results and provide insights and recommendations to management. Serve as a technical expert in addressing inquiries and resolving system-related issues specific to credit risk analysis and management tools. Keep up with industry trends and best practices in credit risk management to enhance decision-making and maintain a competitive edge. Required qualifications, capabilities, and skills Minimum 3 years of experience in commercial real estate lending or 5 years of other banking/finance experience. Thorough understanding of multifamily real estate property valuations and cash flow analysis. Strong financial analysis skills, including evaluating property cash flows, property valuation, and personal financial statements. Demonstrated success in thriving within a fast-paced, collaborative environment while maintaining a high level of attention to detail. Excellent verbal/written communication and problem-solving skills. Ability to prioritize, plan, and manage processes to complete credit analysis and other assignments as needed. Familiarity with regional markets and municipal regulations. Proficiency in Microsoft Word, Excel, and PowerPoint, with the ability to quickly adapt to proprietary systems. Preferred qualifications, capabilities, and skills Advanced degree in a related field. Bachelor's degree in accounting, finance, economics, or real estate is preferred. Experience as a loan underwriter in commercial real estate lending is highly desirable Experience with proprietary credit risk management tools. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

About this role: This role is responsible for underwriting and portfolio management of credit facilities for large, publicly traded and privately held companies covered by the Franchise Finance team within Commercial Banking. This role offers broad exposure to Mid-Corporate clients with complex needs, including credit, treasury, and other ancillary products & services. The portfolio includes a mix of publicly-traded, sponsor-backed (public and private), and privately held (founder- or family-owned) names. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: * Act as an advisor to senior leadership, clients, and credit teams to develop and influence all aspects of credit and relationship strategy and planning for Mid-Corporate relationships * Lead the strategy and resolution of complex and unique challenges across multiple areas, delivering solutions that can be long-term and which require innovation, analytical thinking, coordination of complex activities, and guidance to others * Demonstrate expertise in all levels of underwriting and act as primary lead in Commercial Banking for complex capital structures and credit transactions, including capital markets executions, acquisition finance, bridge underwrites, and other complex transactions; lead transactions engaging directly with senior management, clients, and risk management * Provide vision, direction, and expertise to senior leadership on implementing decisions in multi-faceted and significant business solutions that can be large-scale and/or cross-functional (e.g., GPL (treasury management)) * Engage with Relationship Manager partners at all levels on the day-to-day portfolio and relationship needs of Mid-Corporate clients, and work with partners across the enterprise * Mentor junior team members to provide training, guidance, and feedback to support their development and strengthen team capabilities. Required Qualifications: * 7+ years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Experience managing complex credit and capital structures, including M&A and/or sponsor-backed transactions within corporate or commercial banking, investment banking, leveraged finance, private credit, private equity, or ratings agencies. * Significant experience with credit documentation and administrative agent duties on syndicated transactions, including term sheets, credit agreements, and intercreditor provisions. * Experience identifying risk, ensuring compliance with processes and credit policy, and structuring covenants and protections. * Knowledge and understanding of other core banking products and services, including treasury management / deposits, rates and FX, and capital markets * Strong analytical skills, with heightened attention to detail and accuracy * Advanced proficiency in accounting principles, financial statement analysis, financial modeling and business writing. * Experience developing and maintaining external and internal partnerships * Experience in adopting and executing change management to enable business growth * Excellent verbal, written, and interpersonal communication skills * Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook) * Completion of a formal training program * Bachelor's degree in accounting, finance, or business Job Expectations: * This position is not eligible for Visa sponsorship * This position offers a hybrid work schedule (1 day per week WFH) * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process * Ability to travel up to 10-15% of the time #CommercialBanking Location: * 550 S Tryon St., Charlotte, NC * 1808 Aston Ave., Carlsbad, CA Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $159,000.00 - $305,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 23 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is 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, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

JobID: 210684428 JobSchedule: Full time JobShift: Base Pay/Salary: San Diego,CA $100,000.00-$120,000.00 As an Associate Banker in Emerging Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. This role is not eligible for employer sponsored immigration support of any kind. Job Responsibilities * Champion a culture of innovation and a customer centric mindset * Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships * Find ways to drive new client acquisition in partnership with the bankers * Embrace a culture of respect, diversity and inclusion Required Qualifications, Capabilities and Skills * 3+ years in a similar banking, venture, credit or treasury role * Outstanding professional reputation and integrity * Strong leadership skills required * Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment * Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly * Extensive knowledge of products and services Preferred Qualifications, Capabilities and Skills * Bachelor's degree preferred * Superior knowledge of the market dynamics and its business environment preferred * Excellent problem solving, oral, and written communication skills

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities within J.P. Morgan are based on our business needs and the Analyst's performance. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning. Job Responsibilities Help devise customized financial strategies for existing and prospective clients Prepare pitch books and meeting materials Collaborate with integrated team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return objectives Become an expert in a range of proprietary models to provide recommendations on tailored solutions Conduct research and analysis; assist with product development and prospecting efforts Research client inquiries and manage follow up communication and materials As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients Required Qualifications, Capabilities, and Skills Bachelor's degree with a minimum overall GPA of 3.2 No more than two years of work experience following completion of undergraduate program Demonstrated aptitude for sales and client relationship management Preferred Qualifications, Capabilities, and Skills Superior multi-tasking and organizational skills Excellent communication skills and poise giving presentations Genuine interest in financial markets and macro-level economic trends Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

**About this role:** Wells Fargo is seeking a Community Mortgage Bank Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. For additional information on this line of business, refer to the external Careers Site at ********************** . **In this role you will:** + Sit within assigned bank branches and originate mortgage loans. Collaborate with branch leadership, participate in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes. Perform miscellaneous duties as needed and required + Conduct outbound calls to existing and prospective customers regarding mortgage loan products and complete associated tracking activities + Interact with customers to understand their needs and provide them with high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs + Process loan applications for mortgage transactions and review rates and terms within guidelines + Maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication + Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements + Adhere to policies, underwriting requirements, compliance requirements, and loan procedures. Collaborate with fulfillment partners to meet the needs of our clients throughout the origination process + Stay informed of mortgage industry trends and developments in the assigned market and develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below **Required Qualifications:** + 2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education **Desired Qualifications:** + 2+ years of mortgage retail sales experience + Expertise of general lending products and overall mortgage industry experience + Experience with retail residential mortgage, purchase fundings over the past 12 months referred primarily from established, local or external sources + Established relationships with diverse realtor organizations and affordable lending nonprofits in assigned market + Experience with community loan products inclusive of specialized LMI mortgage solutions, lender paid assistance programs and 3rd party assistance programs + FHA/VA & conventional loan experience is preferred + Knowledge and understanding of sales prospecting and generating referrals + Experience with educating clients on various mortgage purchase programs + Experience developing and cultivating professional relationships + Customer service experience + Basic Microsoft Office skills + Excellent verbal, written, and interpersonal communication skills + Ability to provide leadership by coaching, training, and mentoring + Bilingual speaking proficiency in Spanish/English preferred **Job Expectations:** + Willingness to travel + Reliable transportation + Ability to work nights, weekends, or holidays as needed or scheduled + Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary + This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $0.00 - $0.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://**********************/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 14 Dec 2025 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is 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, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://**********************/en/diversity/disability-inclusion/) . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://**********************/en/wells-fargo-drug-and-alcohol-policy) to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-505753

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking. As a Branch Small Business Banker (SAFE) you will be responsible for building, maintaining, and growing relationships with small business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: * Participate in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services. * Service business customers with their business needs in a branch environment * Carry out business banking focused functions over the phone * Present recommendations for resolving more complex situations * Provide information to colleagues, internal partners, and stakeholders, including customers * Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank * Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments * Participate in community organizations and build relationships with centers of influence * Create relationships with branch employees by making introductions to appropriate partners to help meet customers' broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol * Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers * Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below. Required Qualifications: 2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired Qualifications: * 1+ year of experience managing a dedicated book of small business customers across assigned territory * Knowledge and understanding of book of business * Experience using strong business acumen to provide financial services consultation to small business customers * Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products * Customer service focus with experience handling complex transactions across multiple systems * Experience building and maintaining effective relationships with customers and internal partners * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues * Knowledge and understanding of retail compliance controls, risk management, and loss prevention * Ability to educate and connect customer to technology and share the value of mobile banking options * Ability to interact with integrity and professionalism with customers and employees * High motivation with ability to successfully meet team objectives while maintaining individual performance * Experience mentoring and peer-coaching others * Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners Job Expectations: This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary. Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies. Posting Location: * 2677 Park Ave ,TUSTIN, CA 92782 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $28.00 - $44.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 17 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is 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, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

JobID: 210677888 JobSchedule: Full time JobShift: Day Base Pay/Salary: Irvine,CA $88,350.00-$139,000.00; Chicago,IL $88,350.00-$139,000.00 Bring your expertise to JPMorganChase. As part of Risk Management and Compliance, you are at the center of keeping JPMorganChase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As an Environmental Credit Risk Associate on the Commercial and Investment Bank Credit Risk Management Team, you will be responsible for reviewing and analyzing environmental reports for real estate lending transactions. You will utilize your quantitative and qualitative skills to analyze environmental credit risk for various lines of business. Our team is responsible for evaluating environmental risk through traditional lending activity. Job Responsibilities * Review environmental records/reports related to commercial real estate secured loan transactions. Prepare review memoranda. Procure environmental reports from qualified consultants when required in connection with guidelines and procedures. * Conduct collateral-asset analysis on real estate lending, management, and acquisition/ disposition processes. Serve as a link between Bank personnel and the information provided in environmental reports. Provide timely review, analyses, and recommendations. * For commercial real estate loans in default, obtain and review Phase I ESA's as well as other investigations or surveys from approved environmental firms. * Coordinate and monitor and/or manage requests for proposals, project scope definition, job award, and work-product review of environmental consultants. * Perform independent research of available resources to supplement environmental information in connection with real estate collateral. * Assist management with the development of standardized documentation in connection with environmental inspection checklists, questionnaires, and requests for service. * Perform special projects as assigned including analysis of environmental exposures in connection with bank acquisitions and audit responses. * Assist in qualifying environmental firms to perform work for the Bank. * Perform environmental reviews involving complex environmental reports and property situations, such as contaminated properties undergoing or in need of remediation. * Critically review scopes of work for Phase II subsurface investigations and remedial action plans. Required qualifications, capabilities, and skills * Concise oral and written communication skills; frequent interaction with internal managers, bankers, customers, external vendors, and other external representatives; networking with industry peers; make speeches or presentations; produce and distribute non-routine written materials with technical content, such as correspondence/memoranda, reports and information summaries. * Bachelor's degree or equivalent education in environmental sciences or related fields, and may hold other professional designations or certifications as appropriate depending on the nature of assignments (ie. Registered Environmental Assessor, Certified Asbestos Consultant, etc.). * At least seven years of experience administering environmental investigations, risk management and loss prevention programs with an environmental consultant, lender or property management firm protecting that organization's or clients' commercial real estate activities and assets.

JobID: 210605084 JobSchedule: Full time JobShift: Day Base Pay/Salary: Mission Viejo,CA $16.50-$16.50; Irvine,CA $16.50-$16.50; San Juan Capistrano,CA $16.50-$16.50; Lake Forest,CA $16.50-$16.50; Fullerton,CA $16.50-$16.50; Irvine,CA $16.50-$16.50 Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. Job responsibilities * Coaches and mentors the branch team by providing training on products and services. * Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services. * Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts. * Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships. * Builds role as the internal and external mortgage expert and maintains good relationships with customers. * Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. Required qualifications, capabilities, and skills * Bachelor's degree or equivalent work experience in sales and/or real estate * 3+ years of mortgage lending and proven sales experience in retail banking * Knowledge of real estate market in local area * Excellent written and oral communication skills * Knowledge of FHA, VA, FNMA, and FHLMC guidelines Preferred qualifications, capabilities, and skills * FHA/VA sales experience * Marketing, promoting, relationship building, and consulting skills * Intermediate PC skills in a Windows environment FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **********************************************************************

If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you. As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million. **Job Responsibilities** + Champion a culture of innovation and a customer centric mindset + Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships + Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies **Required Qualifications, Capabilities and Skills** + Five plus years lending or credit support related experience with a focus on business relationships + Understanding of Commercial Banking products and services + Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs + Ability to collaborate with internal partners and resources + Demonstrated experience of meeting or exceeding sales goals + Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines + Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners + Deep local connections and market knowledge **Preferred Qualifications, Capabilities and Skills** + Bachelor's degree and formal credit training preferred + Sales management, business development skills, proficiency in building and maintaining positive client relationships + Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask + Excellent business judgment, strategic thinking, self-directed, proactive and creative JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** San Diego,CA $147,250.00 - $215,000.00 / year

Join our fun, high-energy team as a Home Lending Assistant in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Home Lending Assistant in Chase Home Lending, you will have the opportunity to work in unison with one or more Home Lending Advisor(s) to create an outstanding customer experience for home buyers. You will rely on your excellent interpersonal skills and dedication to provide exceptional support in facilitating the loan process to positively impact the customer experience for both internal and external customers. Your attention to detail, professionalism, and dedication will be reflected in your team's ability to achieve strong sales results. **Job responsibilities** + Utilize your understanding of the home loan process to take all initial inquiry calls for prequalification, take complete applications, request documentation from borrowers and review with Home Loan Advisor(s). + Discuss products and pricing at the request of, or in the absence of, the Home Lending Advisor(s). + Proactively review complex files to identify potential problems with loan applications and arrive at workable solutions with the Home Lending Advisor(s) prior to submission to processing. + Manage pipeline, consistently communicating updates to Home Lending Advisor(s) on pipeline status and updating borrowers and builders on status of loans while watching for and preventing pipeline fallout and quote rate to pipeline floats. + Act as a liaison between Home Lending Advisor(s), branch, processing center (if applicable), and group of established realtors (20-30) to coordinate submissions and closings to allow Home Lending Advisor(s) to concentrate on generating new business. + Coordinate and manage marketing to buyers, sellers, realtors, and builders assist in staffing Realtor/builder open houses and trade shows. + Establish with Home Lending Advisor(s) the annual number of loans required to fund and close and/or incremental increase in Home Lending Advisor(s)'s annual production; and, if applicable, support Home Lending Advisor(s) to achieve high usage of laptop originations. **Required qualifications, capabilities, and skills** + Bachelor's degree or equivalent work experience in sales and/or real estate + A minimum of four years' work experience in mortgage loan processing + Intermediate computer skills (familiar with MS Office products or similar software) + Excellent customer service skills + Excellent written/oral communication + Excellent organization skills + Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand **Preferred qualifications, capabilities, and skills** + Marketing and advertising experience FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ********************************************************************* . Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** San Diego,CA $17.25 - $17.25 / hour; Chula Vista,CA $16.50 - $16.50 / hour

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