LBS Financial Credit Union Remote jobs - 1,282 jobs

A reputable business brokerage seeks a Business Broker in Pleasanton, CA. This role involves facilitating the buying and selling of businesses while helping entrepreneurs achieve their dreams. Candidates need proven experience in business brokerage or sales, strong negotiation and communication skills, and a California real estate license is preferred. Join our team for a dynamic environment that values growth, with flexible work options available. #J-18808-Ljbffr

A leading logistics firm is seeking a Senior HR Business Partner in San Francisco to drive organizational effectiveness and cultural transformation. The role requires strategic partnership, data fluency, and executive influence. Candidates should have over 5 years of HR experience. Excellent benefits and competitive salary ranging from $140,000 to $193,000 are offered, along with a flexible work environment. #J-18808-Ljbffr

A global investment management firm is seeking an Associate Director in San Francisco or Los Angeles to oversee investment management for multifamily assets. This role involves driving investment strategy, measuring asset performance, and collaborating with partners. Candidates should possess a degree and at least 5 years of institutional real estate experience. Competitive compensation of $125,000 to $175,000 and an inclusive workplace culture are offered. #J-18808-Ljbffr

Associate General Counsel - Securities page is loaded## Associate General Counsel - Securitieslocations: Walnut Creek, Californiatime type: Full timeposted on: Posted Todayjob requisition id: R5163Mechanics Bank currently searching for a **Associate General Counsel** to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Walnut Creek location.The Associate General Counsel - Securities supports the General Counsel and Corporate Secretary in the day-to-day operations and functions of the General Counsel's office, working closely with the Bank's Board of Directors, senior management and Bank functions and businesses. Responsibilities will include supporting the General Counsel in compliance with securities laws, including reporting and disclosure requirements; assisting with the preparation of Forms 10-K and 10-Q and the proxy statement; and preparing Form 8-K, Section 16 filings and other SEC filings.**What you will do:*** Advising management on compliance with securities laws and regulations. Including reporting and disclosure requirements and other SEC rules; assisting with the preparation of SEC registration statements Forms 8-K, 10-K and 10-Q and the annual meeting proxy statement, and preparing Form 8-K, Section 16 filings and other SEC filings.* Stock exchange regulations, public company listing standards, including NYSE and NASDAQ governance and filing requirements.* Assisting with quarterly earnings press release materials and meetings, as well as other investor events.* Providing securities law advice and compliance guidance for earnings releases, investor materials, management presentations and other communications.* Assisting with shareholder services matters.* Assisting with the Bank's Insider Trading Policy and Section 16 report filings.* Advising management in securities-related lawsuits, including shareholder disputes, insider trading cases, and other financial litigation.* Reviewing, drafting, and preparing legal documents, including SEC filings, proxy statements, and annual shareholder meeting materials.* Coordinate training on corporate policies, including securities trading and Regulation FD. • Coordinating training on, and the compliance processes for, various corporate policies, including securities trading and Regulation FD.* Providing legal support to the Board of Directors and Board Committees, which includes advising on substantive legal matters; developing meeting agendas; and preparing materials for Board/Committee meetings.* Providing legal advice and counseling with respect to equity-based compensation plans, executive compensation matters and Section 16 reporting.* Advising on other legal matters that arise across various functions within the Bank. • Assisting the corporate secretary function, including subsidiary management, and various other corporate secretarial matters.**Who you are:*** Bachelors Degree from a 4 year institute and Graduate Degree JD required.* Current Bar admission in at least one state.* California licensure preferred.* 7 years professional experience as a practicing attorney, SEC filings and securities law compliance required.* 2 years leadership experience required.* Approximately 0-10% travel required.* Experience in supporting and/or working with boards of directors and senior management.* Experience serving in an in-house corporate secretary office of a public company is preferred.* Extensive experience with SEC filings and securities law compliance.* Proven ability to manage and lead legal aspects of Corporate Finance matters.* Knowledge of public company listing standards.* Familiarity with overseeing Insider Trading Policy and Section 16 compliance matters.* Strong experience advising on reporting and disclosure requirements under SEC, NASDAQ and NYSE rules, and working cross functionally to draft and review all periodic SEC reports and other SEC-related forms and filings* Strong understanding of corporate governance matters.* Excellent work ethic and high degree of professionalism, and a proven ability to work both independently and within a team.* Outstanding verbal and written communication skills.* Superior organization, decision making and problem-solving skills.* Ability to multi-task and work in a fast paced, changing environment and to balance multiple, concurrent projects.**#LI-HJ1**Salary Range: $ 180,000 - $ 270,000 annually Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire. Benefits package includes[1]:* Medical, prescription, dental, and vision coverage for employees and their eligible family members* Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits* Health Savings Account with employer contribution* Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit* 401(k) and Roth 401(k) with company contribution* 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program* Supplemental Health plans, Voluntary Legal and Identity Theft Services* 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year* Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply) Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.* **Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.*** Please view Equal Employment Opportunity Posters provided by OFCCP .* To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit[1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.**About Mechanics Bank**Backed by , we are a resilient and resourceful California bank whose core banking and lending principles reflect that of a community bank. For over a century, it has been our foremost commitment to exceed our clients' expectations every day. With a footprint spanning the state of California, we serve individuals, small and middle-market businesses, and large corporations with a full range of banking, wealth management and other financial products and services.bring diverse backgrounds and experience, and work together to deliver for our clients by embracing a culture that values accountability, teamwork and celebrating success. Our collaborative culture fuels the Bank's ongoing achievements, allowing us to grow and make a genuine difference in the communities we serve. We also strive to ensure that all employees feel respected and valued based on who they are. When we harness the power of our differences, we achieve more together.Mechanics Bank is a Member FDIC and Equal Housing Lender. #J-18808-Ljbffr

A global asset management organization is seeking a field sales specialist to drive the sales of Alternative Investment strategies directed at Financial Advisors and RIAs. With a minimum of 5 years experience in Alternatives and exceptional communication skills, you will be accountable for developing relationships and managing a sales pipeline. Candidates should have a college degree and a deep understanding of investment vehicles and the U.S. investment distribution landscape. #J-18808-Ljbffr

A leading financial services company in San Francisco is looking for a Senior Workday HCM Integration Engineer. The role includes providing expert support for Workday functionalities, optimizing reports, and ensuring smooth integration with third-party services. Candidates should hold a Bachelor's degree and have over 5 years of relevant experience. A full-time telecommuting option is available, and a competitive salary ranging from $213,512 to $234,863 per year is offered. #J-18808-Ljbffr

A global payment technology company is looking for a Sr. Manager in Finance Transformation Communications and Project Management. The role involves developing and executing a communications strategy, managing project responsibilities across finance transformation initiatives, and collaborating with various stakeholders, including change management experts. The ideal candidate will have substantial experience in communications and project management, a background in finance transformation, and strong leadership skills. This position is hybrid, allowing a blend of in-office and remote work. #J-18808-Ljbffr

Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. Social Finance, LLC seeks Senior Risk Analyst in San Francisco, CA. Responsibilities Enhance and improve the second line of defense fair lending analytics program. Aggregate and synthesize data sets to perform statistical reviews for disparate impact across portfolios, products and models. Collaborate with partners across Credit Risk, Compliance and Legal to provide in-depth analyses. Communicate results effectively to both internal and external partners. Incorporate the latest Fair Lending guidance from the governing bodies (CFPB, Federal Reserve, OCC, etc.) into the company's program when updates are provided. Full-time telecommuting is an option. Qualifications Minimum Requirements: Master's degree (or its foreign degree equivalent) in Financial Engineering, Business Analytics, or a related quantitative discipline, and two (2) years of experience in the job offered or in any occupation in related field. Special Skill Requirements: (1) Python or PySpark; (2) SQL; (3) AWS; (4) Git; (5) Regression Analysis; (6) Machine Learning; (7) Tableau or PowerBI; (8) Risk Management; (9) Statistical Analysis; (10) Microsoft Excel & PowerPoint; (11) Data analysis; (12) Data ETL (Extract, Transform, Load); and (13) Software Development Life Cycle (SDLC). Any suitable combination of education, training and/or experience is acceptable. Full-time telecommuting is an option. Compensation and Benefits Salary: $170,000.00 - $187,000.00 per annum and standard company benefits. Payment frequency: Annual. Submit resume with references using the apply button on this posting or by email to: Req.# 193.2 at: ATTN: HR, *******************. Application Deadline: 2/6/2026. #LI-DNI EEO and Compliance SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Application and Notices Internal Employees: If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles. Apply for this position: Risk • 2 Locations Terms and Conditions Apply. SOFI RESERVES THE RIGHT TO MODIFY OR DISCONTINUE PRODUCTS AND BENEFITS AT ANY TIME WITHOUT NOTICE. To qualify, a borrower must be a U.S. citizen or other eligible status and meet SoFi's underwriting requirements. Not all borrowers receive the lowest rate. Lowest rates reserved for the most creditworthy borrowers. If approved, your actual rate will be within the range of rates listed above and will depend on a variety of factors, including term of loan, evaluation of your creditworthiness, years of professional experience, income, and a variety of other factors. Rates and Terms are subject to change at anytime without notice and are subject to state restrictions. SoFi refinance loans are private loans and do not have the same repayment options that the federal loan program offers, or may become available, such as Income Based Repayment or Income Contingent Repayment or PAYE. Licensed by the Department of Financial Protection and Innovation under the California Financing Law License No. 6054612. SoFi loans are originated by SoFi Lending Corp. or an affiliate, NMLS # 696891. Additional information is available at *************************** Privacy Policy and Information about tracking technologies: We use pixels and other tracking technologies to collect your information and actions to enhance site navigation, personalize content, analyze site usage, and assist in marketing efforts. If you do not make a selection, you agree to our use of these technologies. For more information, visit our Privacy Policy page. #J-18808-Ljbffr

Luminus is a vertically integrated, fast-growing high-tech company that develops high-power Light-Emitting Diode (LED) solid-state lighting for a variety of applications, including industrial UV and IR, medical, projection display, high-end illumination, horticulture, and automotive. Not only is Luminus at the forefront of the ongoing solid-state lighting revolution which has transformed lighting technology across almost every aspect of our everyday work and life, but we are also at the forefront of high-power electronics technology, leveraging our high-quality SiC technology. If you are looking for a place to grow, work hard, and have fun, this is a GREAT opportunity to learn about the lighting technology world and be part of an exciting, forward-looking company! Key Responsibilities Develop and execute strategic plans to achieve sales targets and regional quota. Build and maintain long-lasting, strong relationships with customers while partnering with them to better understand their business objectives and needs. Regular opportunity funnel review Schedule periodic training with Marketing Directors. Effectively communicate value propositions through presentations and proposals. Provide timely market trends and competitive supplier feedback to marketing. Update regional sales forecast quarterly, focusing on providing the most accurate volume demand possible. Track and analyze sales statistics based on key quantitative metrics. Coordinate customer complaints with factory teams to resolution. Qualifications for the Position Excellent written and verbal communication skills Excellent listening, negotiation, and presentation skills Demonstrated success in growing revenue. Proven ability to articulate the value proposition vs competitive offerings Education or relevant experience 7 to 10 years experience in positions such as a Sales or Marketing Manager, or similar role. BS degree recommended. Paid Time Off & Holidays 401k Retirement Savings Plan w/ Employer Match Flexible Spending Accounts Employee Assistance Program Life/AD&D Insurance And more! Compensation Compensation Range: $120k - $180k / year Title and compensation will be commensurate with experience and qualification. #J-18808-Ljbffr

NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************

A nationally ranked CPA and advisory firm is seeking a Senior Tax Associate to join its Tax team. The role involves leading tax compliance for blockchain technologies, providing expert guidance on digital assets, and collaborating across teams. Candidates should have a bachelor's degree in accounting, significant experience in tax or accounting, and knowledge of blockchain. Offering competitive compensation between $70,000 and $124,000 annually and abundant growth opportunities in a dynamic work environment. #J-18808-Ljbffr

TITLE: BUSINESS SERVICES ADVISORSTATUS: NON-EXEMPTREPORT TO: BUSINESS SERVICES MARKET AREA MANAGERDEPARTMENT: BUSINESS SERVICESJOB CODE: 11625 PAY RANGE: $27.56 - $35.00 HOURLY GENERAL DESCRIPTION: The Business Services Advisor at Golden 1 is tasked with advising, assisting, educating, and growing relationships with small businesses in the communities we serve through the introduction of Golden 1 business services and solutions. TASKS, DUTIES, FUNCTIONS: Team Engagement: Work proactively to build and grow relationships with potential new members and engage with existing members by asking questions to learn about their financial needs, understanding their goals, and sharing how Golden 1 can help them through proactive outreach, phone or in-person visits. Plan and execute appointments. Develop relationships with branch employees through training sessions that focus on understanding the Business Services Advisor role. This training will equip employees to assist in meeting members' broader financial needs, efficiently complete service requests, and educate on small business requirements. Foster a positive and collaborative environment, ensuring effective communication and knowledge sharing within the business services team and branch associates. Operational Engagement: Collaboratively work with Business Services Market Area Manager on products and marketing tactics to enhance member penetration and improve member's business efficiencies. Develop, recommend, and implement initiatives that improve on our service capabilities resulting in business membership growth, increased product utilization and exceptional member service. Identify new business opportunities and develop a plan to drive consistent performance within the retail channel encompassing home loans, investments and other partnerships, aiming to Business Membership and increase Deposits as Golden 1 becomes a financial services leader for Business Services. Assist in scheduling member appointments (new referrals, follow-up on old referrals, and existing account development). Required to conduct outbound calls to members to uncover potential opportunities. Promote Golden 1 Credit Union in the communities we serve with centers of influence: community involvement, affiliations with beneficial organizations, etc. Provide regular reporting of contacts, products, and other aspects of activities as needed to the Business Services Market Area Manager. Performance Monitoring & Optimization: Engage with members 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 members. Act as the primary relationship manager for small business members in an assigned territory using member relationship management tools. Protect the assets of the credit union and our members through the proper execution and administration of operational and risk management policies and procedures in compliance with the mandates established by the credit union and the law. Compliance & Best Practices: Ensure compliance with organizational policies, industry best practices, and relevant laws and regulations. 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 and regulations. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Oral and written communication skills required to appropriately train and advise staff and members on policy, procedures, and products. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine, and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of management and staff. EXTERNAL: Members, vendors, peers in financial institutions, community associations and credit union associations. QUALIFICATIONS: EDUCATION: Bachelor's degree preferred. Work experience may be considered in lieu of a four-year degree. EXPERIENCE: 2 years of small business experience or 3-5 years of sales experience. 2 years of experience in Small Business banking experience, or 3-5 years of sales experience. KNOWLEDGE / SKILLS: Proven experience managing a dedicated book of small business customers across assigned territory. Member service focus with experience managing complex transactions across multiple systems. Experience building and maintaining effective relationships with members and internal partners. Experience using strong business acumen to provide financial services consultation to small business members. Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products. Proficient with proactively sourcing, acquiring, building, and maintaining relationships with members and colleagues. Ability to educate and connect members to technology and share the value of mobile banking options. Ability to interact with integrity and professionalism with member and employees. High motivation with ability to successfully meet team objectives while maintaining individual performance. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Travel to meet with branches. Travel within CA required. LICENSES / CERTIFICATIONS: None Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 1/9/2026

A leading CPA firm is seeking a Tax Senior Manager in San Francisco, responsible for leading the Tax department and preparing tax filings. The role requires a Bachelor's degree in accounting, a CPA or Bar certification, and 8+ years of public accounting experience with a focus on tax. Key responsibilities include mentoring staff, conducting tax research, and managing client relationships. The firm offers a competitive salary and benefits, emphasizing work-life balance and professional development. #J-18808-Ljbffr

A leading insurance company is seeking an Associate Staff Attorney to manage Workers' Compensation cases in California. This role offers hands-on litigation experience, a supportive growth-oriented environment, and opportunities to leverage AI tools for legal research. Responsibilities include conducting thorough legal analysis, managing a caseload, and representing clients in various legal settings. The position allows for flexible work arrangements and offers a competitive compensation package including benefits and bonuses. #J-18808-Ljbffr

A leading financial services company is seeking a Staff ServiceNow Engineer to develop and enhance its ServiceNow platform. The role involves leading the full lifecycle of solutions, collaborating across teams, and optimizing user experiences. Candidates should have 7+ years of ServiceNow experience and a Bachelor's degree in a related field. Join a dynamic team making a significant impact in personal finance. #J-18808-Ljbffr

TITLE: CONTACT CENTER MEMBER SERVICE REPRESENTATIVE IISTATUS: NON-EXEMPT REPORT TO: MSCC SUPERVISOR DEPARTMENT: MEMBER SERVICE CONTACT CENTER JOB CODE: 1104 PAY SCALE: $22.50 HOURLY GENERAL DESCRIPTION: This Member Service Representative II is an energetic and goal-oriented individual who has a passion for service excellence; providing exceptional service, utilizing effective call handling techniques to create a positive and memorable experience. The MSR II responds accurately to member inquiries by telephone in English and Spanish languages (if certified). The MSR II effectively navigates software applications and simultaneously works on multiple screens while resolving member concerns. The ideal candidate will proactively engage members to achieve their financial goals in a consultative approach as part of the solution to their inquiry. TASKS, DUTIES, FUNCTIONS: Demonstrates advanced Credit Union knowledge, ability to resolve complex issues, digital support, and escalations with minimum guidance. Learn and retain an exceptional working knowledge of products and services. Meet and achieve established performance standards commensurate to grade level, with phone efficiency and quality in a fast-paced environment. Demonstrates understanding of member needs, concerns and or frustrations and respond by demonstrating care, concern, and an appropriate sense of urgency. Demonstrate a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. • Demonstrate superior product knowledge recommending products/services to meet the member's needs. Identify, investigate, and resolve basic and complex member concerns, as well as process and complete member transactions in a timely and efficient manner. Identify and report fraudulent activity to prevent potential loss to Credit Union. Update member and Credit Union account information efficiently and accurately. Educate members on products in an effort to retain and enhance member loyalty. Maintains ownership with the majority of their calls, requiring minimal guidance from Support. Ability to de-escalate situations, looking from several points of view and applying good judgement and critical thinking to resolve the situation. Assist members with Online /Mobile Banking complex issues and Mobile Wallet set-up. Ability to open Sub shares. Complete Regulatory Training Modules as required. Model Golden 1 core values Integrity, Reliability, Service Excellence, and Inclusion. Perform other duties as assigned. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Effective oral and written communication skills required to ensure exceptional member experience. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of management and staff. EXTERNAL: Members, potential members, peers in other departments or branches. QUALIFICATIONS: EDUCATION: Successful completion of High School curriculum or GED. Some college preferred, not required. EXPERIENCE: One year customer service experience in a contact center environment and/or 2+ years financial services experience. Member relationship building experience preferred, not required. KNOWLEDGE / SKILLS: Strong oral, written and interpersonal communication skills acquired through experience in a Retail setting or through a financial background. Ability to converse, demonstrate sincere concern, and build rapport while resolving problems and offering solutions to inquiries in English and/or Spanish with callers. Must be able to multi-task and work independently. Meet performance standards commensurate to grade level with efficiency and quality. Skill testing related to product knowledge. Ability to effectively and efficiently utilize all systems required to resolve member issues related to online banking and mobile wallet troubleshooting. Ability to effectively and efficiently utilize all systems required to open new sub accounts. Ability to demonstrate good decision making and obtaining guidance for situations as needed. Knowledge of intranet/internet. Aptitude for learning a variety of computer systems and using technology to solve member issues. Ability to navigate multiple computer systems, applications, and utilize search tools to find information. Bilingual skills a plus - English/Spanish. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including a financial calculator, personal computer, facsimile machine, and telephone. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. *Our Member Service Contact Center team's operating hours are Monday through Friday 7:20am to 6:30pm and Saturday 8:30am to 5:00pm. Schedules are assigned based on business needs and are subject to change. LICENSES / CERTIFICATIONS: None THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 12/4/2025

A dynamic SaaS company seeks a Senior Director of Digital & Content to lead their content and digital strategy. This role involves owning search-driven demand, leading SEO initiatives, and utilizing AI tools for content creation. The ideal candidate has over 6 years of B2B SaaS marketing experience and a strong background in SEO and website optimization. Join us to drive meaningful engagement and improve demo conversion rates while shaping our marketing efforts with a focus on enterprise buyers. #J-18808-Ljbffr

Undergraduate students matriculating between December 2027 and June 2028 are eligible to apply. Role of the Summer Investment Associate The Summer Associate program is a ten-week internship opportunity for rising seniors. Like Dodge & Cox's full-time Research Associates, Summer Associates work directly alongside one of our investment professionals in an apprenticeship role. Organized on an industry basis, teams evaluate investments in companies located around the world. Over the course of the internship, Summer RAs rotate between industry teams to evaluate current and potential investment opportunities. Primary responsibilities include: Collecting and analyzing financial and industry data and metrics. Building and maintaining financial models and databases. Attending meetings with senior management teams and sell-side analysts. Participating in weekly training sessions. Dodge & Cox's well-established reputation often leads companies to seek us out as investors. We routinely host Fortune Global 500 executives at our offices in San Francisco. Qualifications The Summer Investment program targets candidates with exceptional levels of academic achievement from various disciplines. Candidates should have: An excellent academic record and strong standardized test scores. Coursework in accounting and economics, statistics is a plus. Strong quantitative and analytical skills, including experience with Excel, PowerPoint, and Word. Initiative and ability to manage multiple projects simultaneously. Excellent communication skills and desire to work in a team-oriented environment. Demonstrated interest in financial markets and investing. Requirements Dodge & Cox has a 4:1 hybrid work model, and all Dodge & Cox employees are required to be in their assigned office as noted in the job posting Monday - Thursday each week, with the option to work remotely on Friday. The monthly compensation for this position is $10,000. Dodge & Cox provides a relocation package or optional housing for all summer interns. The job description above is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. It is the Company's policy to provide equal opportunity to all persons without regard to race, color, religion, sex, pregnancy, marital or domestic partner status, sexual orientation, gender identity or expression, age, ancestry, national origin, disability, or medical condition, as defined in state and federal laws. This policy covers all aspects of employment including, but not limited to, recruitment, selection, training, promotion, transfer, compensation, demotion, and termination. By applying for a position with Dodge & Cox, you acknowledge that you have read our EEO Policy All Dodge & Cox employees must adhere to the Firm's security policies and Code of Ethics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Title: CONSUMER LOAN SERVICING SPECIALIST Department: CONSUMER LOAN SERVICING Status: Non-exempt Reports to: SUP - CONSUMER LOAN SERVICING Pay Scale: $25.02 - $27.00 Hourly GENERAL DESCRIPTION: As a consumer loan servicing specialist, you will provide a seamless experience for our members in managing their loans, while supporting leadership with department level initiatives and testing. This experienced level position plays a crucial role in driving innovation and implementing process improvements. This position requires an advanced understanding of loan servicing operations, analytical skills, and the ability to collaborate with cross-functional teams. A specialist supports technician level staff, while supporting requests that require special handling up to vendor or project involvement. Key responsibilities include, projects, validations for system updates, new products, and product improvements. In addition, tracking production and service level agreements, quality control support, complicated research, and escalations. Team collaboration and positive communication, while demonstrating adaptability and resilience. TASKS, DUTIES, FUNCTIONS: Engage with members via phone and email, providing exceptional service and assistance with loan related inquiries,demonstrating alignment with our Mission, Vision, and Core Values. Support team in processing requests submitted through the Consumer Loan Servicing queues, email inboxes, faxes and by mail. Assist technicians and handle escalations in a solutions-based manner, as a first line attempt of resolution prior to passing to leadership. Department specific duties may include advanced servicing or subject matter expertise in the following: Service pack validation, new product testing, statement validations. Initiate and validate rate change processes on variable rate loan products. Advanced servicing of equity loans including ensuring proper closing, title research and release resolutions, fixed rate segment servicing, including letter quality controls and general oversight of demand payoff processing. Partner with accounting to research and clear differences in assigned general ledger accounts. Support AB2311 by working escalated or delayed refund processing, exception processing and letter generation. Support vehicle title perfection through planned strategies and partnerships with indirect lending teams and dealerships. Monitor and ensure posting of insurance commission income and expenses related to product protection. Support adding, cancelling, and refunding of ancillary loan products offered. Loan product portfolio management, including reporting, monitoring for errors, and onboarding new products, to include, testing and validating. Mapping and servicing electronic forms, support generating new and servicing existing. Monitor reporting, provide error resolution, with a strong focus on regulatory compliance in servicing standards. Offers or negotiates terms of residential mortgage loan. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance, including bank secrecy and anti-money laundering laws appropriate to the position. Must pass all regulatory and compliance courses and apply knowledge to daily tasks. Identify and propose processing optimization, with a digital focus, to enhance the effectiveness of servicing operations. Lead implementation of digitally focused projects. Establish a collaborative environment by actively engaging with colleagues to share best practices and ideas. Supporting training technicians and temporary employees. Mentor employees to ensure a high level of knowledge transfer. Create open and honest communication, give, and encourage feedback. Coordinate and monitor daily workflows of department. Highly engaged participation in huddles and meetings, lead meetings as needed. Support annual procedure update process. Support production reporting, ensuring service level agreements are met and work is delegated to technicians in prioritizing order. Innovate mindset with a passion for process improvement. Proactive and self-motivated. Provide additional department support and perform other tasks and duties as needed. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Effective oral and written communication skills required to assist staff, members, and third parties. Must possess sufficient manual dexterity to skillfully operate laptop, and other standard office equipment, such as financial calculators, cellphone, and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of staff. EXTERNAL:Members, vendors and third parties. QUALIFICATIONS: EDUCATION:Successful completion of high school curriculum and/or equivalent work experience. EXPERIENCE:3 or more years at a financial institution performing customer service in the financial industry in a progressively advancing role, with a focus on complex tasks and process improvement, extensive loan research and resolution, report creation and analysis, training, andmentorship experience, testing and validating experience, vehicle and home titling and release processing. Experienced level in servicing ancillary loan products. Nationwide Mortgage Licensing System (NMLS) may be required. KNOWLEDGE / SKILLS: Previous experience in customer service, financial institution experience required. In-depth knowledge of loan products, regulations, and industry best practices. Experience in consumer loan products, with emphasis on loan servicing experience. Advanced knowledge of California DMV motor vehicle regulations pertaining to vehicle titling and release regulations, credit dispute requirements and/or real estate reconveyance processes, required. Knowledge of electronic DMV titling Strong analytical and problem-solving skills Excellent communication and interpersonal skills. Detail-oriented with excellent organizational abilities. Ability to multi-task is required with a high level of accuracy. Working knowledge and ability to use Microsoft Office software and standard office equipment. Good follow-up skills. Ability to work independently. Ability to work in a fast-paced environment. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Extensive PC data entry and processing throughout the workday. Ability to travel for business, as needed, local and statewide. LICENSES / CERTIFICATIONS: THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 01/01/2025