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Processor jobs in Encinitas, CA

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  • Investment Processor

    United Legacy

    Processor job in San Diego, CA

    United Legacy is a privately owned alternative investment firm specializing in real estate-based investment opportunities. With offices in Del Mar, La Jolla, Honolulu, and Tampa, our mission- Funding Freedom -reflects our commitment to helping clients achieve long-term financial independence through transparency, precision, and trust. We're a fast-growing, high-performance firm built on accountability, collaboration, and results. Every team member plays an essential role in delivering an exceptional client experience. Position Summary The Investment Processor is a key operational role responsible for managing the documentation, coordination, and communication behind each client investment. This role ensures that every transaction-from initial paperwork to final funding-is handled with accuracy, professionalism, and efficiency. You'll work closely with Advisors, Custodians, and the Client Portfolio Manager (CPM) to ensure clients experience seamless service at every stage of the investment process. This position is full-time, onsite at our Del Mar office, reporting directly to the Client Portfolio Manager. Responsibilities Client Communication & Service Act as a liaison between clients, custodians, and internal departments. Provide timely updates and maintain professional, proactive communication. Support client calls, verification calls, and document coordination. Communicate exclusively through company-approved systems (Outlook, Zoom Phone, CRM, client portal). Transaction Processing Manage assigned transactions end-to-end, ensuring accuracy and compliance. Prepare and process subscription agreements, W-9s, KYC forms, and transfer documentation. Coordinate wires, ACH transfers, IRA transfers, and rollovers with custodians and clients. Set up IRA accounts for our clients using self-directed custodians such as Equity Trust Company and Midland Trust Company. Verify investment amounts, account allocations, and all supporting documentation. Complete and submit quality control checklists for every transaction. Compliance & Record Keeping Maintain accurate, organized records in CRM, SharePoint, and client portals. Use systems such as Platform Eleven, Wealthbox, and Agora. Log all communications and updates in real time to ensure audit-ready documentation. Send written recaps of all client and custodian communications. Uphold 100% compliance with company and regulatory standards. Team Collaboration & Training Work closely with Advisors, Client Portfolio Managers, and Operations staff. Participate in ongoing training, team meetings, and process improvement initiatives. Provide cross-departmental support during high-volume periods or special projects. This role offers hands-on mentorship and a clear growth path into client portfolio management or advisory operations. You'll receive ongoing training from senior team members and have direct exposure to real estate-backed investment transactions and private fund operations. United Legacy fosters a collaborative environment where team members are empowered to take ownership, contribute ideas, and continuously improve processes. Events & Travel Attend local United Legacy events, including seminars, client dinners, and masterclasses. Business travel may be required or expected based on company needs and event schedules. Qualifications Bachelor's degree not required; preferred fields include finance, economics, business, or related disciplines. 1-3 years of experience in financial services, consulting, asset management, or a related field. Exposure to private markets or alternative investments is a plus but not required. Strong written and verbal communication skills with excellent attention to detail. Ability to prioritize and manage multiple projects in a fast-paced environment. Collaborative mindset with a willingness to learn and contribute across teams. Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word); familiarity with CRM systems or data visualization tools is a plus. High level of professionalism, integrity, and accountability in all work performed. The Skills You Bring A strong understanding of financial planning concepts and a desire to help clients make informed investment decisions. The ability to understand client needs and identify appropriate solutions through effective communication. A relationship-driven approach with a genuine interest in serving clients and being their advocate. Motivation toward success and ownership of your responsibilities-you follow through and deliver results. Comfort with outbound communication, including client check-ins and follow-ups. A growth mindset and eagerness to develop within a dynamic, high-performing organization. Compensation & Benefits Base Salary: $68,640 annually Bonus: Discretionary, based on performance and company policy Benefits Include: 401(k) retirement plan Unlimited paid time off (PTO) - after 90 probation Sick days and paid holidays Comprehensive health coverage Schedule Hours: Monday-Friday, 9:00 AM - 5:30 PM Location: Fully onsite at United Legacy's Del Mar office
    $68.6k yearly 3d ago
  • Commercial Loan Processor

    Ultimate Staffing 3.6company rating

    Processor job in San Diego, CA

    Ultimate Staffing is actively seeking an experienced Commercial Loan Processor to join their client's reputable financial institution in San Diego. This role requires an individual with a keen eye for detail and a strong understanding of the commercial loan process. The Commercial Loan Processor will be responsible for ensuring that loan applications are processed efficiently and accurately, meeting the standards of the institution. Responsibilities Reviewing and verifying loan applications to ensure all necessary documentation is complete and accurate. Coordinating with loan officers, underwriters, and other relevant parties to gather and process loan documentation. Maintaining organized and up-to-date records of all loan transactions and documentation. Communicating with clients to obtain additional information or clarification on loan applications. Ensuring compliance with all applicable regulations and company policies throughout the loan processing cycle. Assisting in the preparation of loan closing documents and coordinating the loan closing process. Providing excellent customer service and addressing any client inquiries or concerns promptly. Working collaboratively with team members to streamline loan processing procedures and improve efficiency. Qualifications Education requirement is high; a degree in finance, business, or a related field is preferred. 3+ years of previous experience in commercial loan processing Proficient in Excel, Word, Outlook is required Experience with Symitar, LaserPro and or LaserPro SBA is preferred Effective communication and interpersonal skills. Ability to work independently and as part of a team. Required Work Hours The position requires availability during standard business hours, Monday through Friday. 8am-5pm Benefits The company offers a comprehensive benefits package including health, dental, and vision insurance, along with opportunities for professional development and advancement. Additional Details Salary: $26 - $28 per hour, Contract role for 3 months in Scripps Ranch All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
    $26-28 hourly 2d ago
  • Processor

    Senior Aerospace, Jet Products/Ketema

    Processor job in El Cajon, CA

    Processor - Ketema Who is Senior plc? Senior plc is an international, market-leading, engineering solutions provider with 26 operating businesses in 12 countries. Senior designs, manufactures and markets high-technology components and systems for the principal original equipment producers in the worldwide aerospace, defense, and land vehicle and power & energy markets. The Group is split into two divisions, Aerospace and Flexonics, servicing five key sectors. Our global values underpin what we do, and how we do it … Safety - Integrity - Customer Focus - Respect & Trust - Accountability - Excellence Who is Senior Aerospace Ketema? We are a technology-driven, team-oriented company that takes pride in the relationships we build with our customers, suppliers and with each other. We offer exciting career opportunities in a fast-paced, dynamic team environment and reward employees who are motivated, innovative, and results-oriented. We are looking for dedicated individuals to join us in engineering solutions for our customers. We are currently seeking a full-time Processor for 2nd shift (3:00 PM - 11:30 PM) Monday - Friday at our Ketema facility located in El Cajon, CA. We offer a 5% differential pay for our 2nd shift hours. What Does the Job Involve? The Processor performs part preparation operations prior to chemical treatment and post processing cleaning operations for metallic parts. What will my responsibilities include? Loads and unloads racks for cleaning, pickling, etching, degreasing, and similar treating of metal parts. Steam cleans parts using high pressure steam. Hand wipes parts using solvents. Tends tanks during processing time. Operates labeling, weighing, and sealing machines. Works from travelers and written instructions to accomplish work. Observes and abides by all safety requirements such as wearing earplugs and respirators when required. Maintains cleanliness of the work area and ensures proper handling of tools and equipment. Demonstrates ability to appear for work on time, follows directions from the supervisor, interacts well with co-workers, understands and follows work rules and procedures, complies with corporate policies, goals and objectives, accepts constructive feedback for improvement, establishes goals and objectives, and exhibits initiative and commitment. Uses knowledge to recommend improvements to parts, materials, processes and procedures used in processing. Ability to read blueprints and engineering specifications. Ability to read and understand written instructions. Knowledge of hand tools and portable power tools. What Key Skills and Experience Do I Need? What Qualifications Should I Have? Education: High School Diploma/GED preferred or equivalent combination of education and experience. Experience: 1 ‑ 3 years of general work experience. Experience in a manufacturing environment, preferred. Why Join Senior Aerospace SoCal? Joining Senior means not only a rewarding career with a tight-knit and collaborative team, but you will also enjoy a competitive compensation package that includes a market-led base salary, and a comprehensive benefits package along with wellness benefits, employee recognition program, matching 401k plan, paid vacation, employee wellness activities, tuition reimbursement, and community involvement initiatives. If offer of employment is made it will be contingent upon passing all of the following: Drug Test, Background Check, ITAR and U.S. Export Compliance Screening. Equal Opportunity Employer: minority/female/disability/veteran Access to our facility (and, therefore, employment) is restricted under the International Traffic in Arms Regulations (ITAR) and/or Export Administration Regulations (EAR) to U.S. Citizens, lawful permanent residents, U.S. refugees, asylees or temporary residents under amnesty provisions [as defined in 8 USC 1324b(a)(3)] and properly licensed foreign persons. Applicants receiving a conditional offer of employment will be required to provide information to determine whether they are subject to these regulations and, if so, to assess their country of chargeability for trade compliance control purposes. Additionally, potential employee's names will be screened against the Consolidated Screening List (maintained by the United States government) to determine eligibility to receive technical data.
    $30k-44k yearly est. 17d ago
  • Part Time Specimen Processor

    Myriad Genetics 4.7company rating

    Processor job in San Diego, CA

    A Specimen Processor I prepares and handles specimens received for testing. Specimen Processors will work with management and quality team members to ensure laboratory activities are defined, documented, and completed to support inspection readiness. They will also ensure compliance is maintained through procedures, training, and documentation. Responsibility Works under the direct supervision of an employee or supervisor who is trained and competent in all relative procedures and processes pertaining to accessioning as well as other assigned processes. Prepares and handles specimens for testing: Assigns specimens an internal tracking number (accession ID). Compares and verifies identifiers on specimens match test order. Ensures specimens are labeled appropriately. Communicates important information pertaining to testing. Looks for and documents problems with specimens. Scans, files, and electronically saves paperwork received with specimens. Files and temporary stores specimens until test release. Transports specimens to testing labs. Packages specimens for return, or external/internal lab send out. Performs other duties as assigned. Complies with and maintains competency in all assigned laboratory policies and procedures. Observes all compliance and regulatory requirements, particularly those associated to data security and patient confidentiality. Actively participates in and maintains accepted laboratory standards for continuing education. Maintains ethical standards in the performance of testing and in interactions with co-workers and other staff. Plays an active role within the team and helps to create a positive work environment. This includes participating in team building events and communicating positively with others. Arrives to work on time and is regular in attendance. Meets productivity and quality standards/rates set by the department and lab operations. Works with team members to resolve department problems and help implement improvement projects. Supports leadership by providing feedback to better support the team and needs of the department. This includes responding to department and company surveys. Qualifications High school diploma or GED equivalent required. Data entry experience preferred. Excellent organizational, communication, multitasking and teamwork skills. Detail oriented with the ability to multitask. Basic computer knowledge needed. Physical Requirements Lifting Requirements: Medium work or exerting up to 50 pounds of force occasionally, 20 pounds of force frequently, and 10 pounds of force consistently. Physical Requirements: Stationary positioning, moving, operating, ascending/descending, communicating, observing, reaching, and repetitive motion. Use of equipment and tools necessary to perform essential job functions. Hazards and Atmospheric Conditions: Exposure to fumes, dust, extreme temperatures, wet and/or humidity, noise, vibration, mists or gases, mechanical hazards, chemical hazards, electrical hazards, and radiant energy hazards. OSHA Category I: Duties performed routinely requires exposure to blood, body fluid, and tissue. EEO 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. In hiring and all other employment decisions, we prohibit discrimination and harassment on the basis of any protected characteristic, 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
    $41k-51k yearly est. Auto-Apply 9d ago
  • Claims Examiner

    Anchor General Insurance Group 4.1company rating

    Processor job in San Diego, CA

    Job Details Headquarters - San Diego, CA 4 Year Degree $25.00 - $35.00 Hourly InsuranceJob Posting Date(s) 06/20/2025Description As an experienced claims professional, you will play a critical role by being part of our claims team that focus on delivering an empathetic voice and provide exceptional customer service by achieving a prompt, fair and equitable settlement according to fair claims handling requirements. In this role, you will investigate, evaluate and negotiate claims of varying complexity. This includes knowledge of contracts, investigation, and determination of coverage, liability, damages, and the setting of proper reserves. This may also include the ability to investigate, evaluate and negotiate bodily injury claims with both attorney represented claimants as well as claimants without attorney representation. Duties and Responsibilities: • Empathize and assist those that have been involved in an auto accident. • Evaluate losses utilizing critical thinking and solid judgment to solve problems, make decisions, and resolve complex issues. • Conduct prompt, thorough and fair investigations by obtaining relevant facts to determine coverage, origin and extent of loss. • Monitor costs to ensure they are reasonable and customary. • Keep the insured and others informed about the claim status with timely and accurate written/verbal communications to resolve claims efficiently and effectively. • Confirm or deny coverage of the claim based on the facts and the policy terms and conditions. • Negotiate the settlement of claims, based on experience, under varying levels of oversight from supervisor and management according to authority levels and file complexity. Maintain a diary system for file review and document files to reflect status of work being performed on the file. • Document and communicate all claims activities timely and effectively and in a manner which supports the outcome of the claims file. • Answer phone calls and respond to emails and voicemails in a timely manner. • Other duties as assigned. This is an on-site position. However, a hybrid schedule may be offered after a probationary period of 6 to 12 months, depending on experience and performance. Qualifications To be successful, an individual must have a disciplined approach to all job-related activities. A solid foundation of personal organization, sound decision making, analytical skills, customer service skills, and a clear understanding of team commitment are required. This individual should demonstrate the ability to communicate in a clear manner, possess excellent interpersonal skills and must also demonstrate confidence in their decision-making ability. Exercise sound financial judgment and discretion in handling insurance claims. Knowledge of automobile claims: coverage evaluation, claims investigation, loss assessment, evaluation, reserves, insurance regulations, negotiation, and settlement. Knowledge of investigation management, including but not limited to taking and using recorded statements, determining coverage and application of coverage to claims, negotiation, and resolution of claims. Knowledge of California-specific adjusting, including California insurance claims regulatory compliance, relevant case law, and California claims legal framework. Arizona, Texas, Washington, and Oregon claim knowledge as a plus. Self-directed individual who works well with minimal supervision. Must have strong analytical skills necessary to make decisions, resolve issues inherent in handling claims effectively by dealing with situations at various levels of intensity and reach a resolution. Must be able to interpret insurance policies and various contracts, perform analytical research, and make sound decisions using good judgment. Ability to effectively operate a computer and have working knowledge of MS Office applications. Ability to multitask. Ability to adapt quickly in a fast-paced environment and strong attention to detail. An effective listener with the ability to manage, analyze, and execute directions. Excellent verbal and written communication skills and the ability to interact professionally with a diverse group of co-workers, supervisors, managers, internal customers, external customers, vendors, and other insurance professionals. A Texas All Claims Insurance License may be required, depending on company forecasts. Education or Experience Preferred: 2 or more years of experience in automobile claims handling. Preferred: College degree. Required: Able to meet minimum efficiency standards for customary business applications such as Word, Excel, Google Sheets, and Teams.
    $25-35 hourly 60d+ ago
  • Mailroom Document Processor

    Imagenetllc

    Processor job in Lake Forest, CA

    Job Type: Full-time Salary: $17.00 per hour Work Schedule: Monday - Friday 7:00 am - 3:30pm Background Screen required Imagenet is a leading provider of healthcare technology services around the country. We pride ourselves on our diverse and dedicated workforce and know that having varied perspectives generates better ideas. We promote from within whenever possible so that everyone has the opportunity to grow with the company. Due to the strong and growing demand for our services, our company is expanding its operations. We are now seeking a reliable Mailroom Prep Clerk to help support our team and contribute to our continued success. What We Offer: Genuine work/life balance - a predictable schedule and no night shifts Paid training period Medical, Dental, Life, Vision, HSA, 401K PTO 7 Paid Holidays What You'll Do: Learn about different types of healthcare documents and how to operate mailroom equipment. Open mail, identify document types, and group documents together. Hand off documents to our scan team - may require standing, walking, bending, and lifting 30~ pounds (one Banker's Box). What We're Looking For: You show up to work on time every day. You're always positive and professional. You've worked in an office and have a high school diploma or equivalent. The Ideal Candidate: You can work independently or within a team. You are good at time management. You have a "can do" attitude. Ready to join our growing team? We'd love to learn more about you! Click ‘Apply Now' to get started and tell us why you'd be a great fit for Imagenet. About Imagenet, LLC Imagenet is a leading provider of back-office support technology and tech-enabled outsourced services to healthcare plans nationwide. Imagenet provides claims processing services, including digital transformation, claims adjudication and member and provider engagement services, acting as a mission-critical partner to these plans in enhancing engagement and satisfaction with plans' members and providers. The company currently serves over 70 health plans, acting as a mission-critical partner to these plans in enhancing overall care, engagement and satisfaction with plans' members and providers. The company processes millions of claims and multiples of related structured and unstructured data elements within these claims annually. The company has also developed an innovative workflow technology platform, JetStreamTM, to help with traceability, governance and automation of claims operations for its clients. Imagenet is headquartered in Tampa, operates 10 regional offices throughout the U.S. and has a wholly owned global delivery center in the Philippines.
    $17 hourly 20d ago
  • Loan Processor

    Crosscountry Mortgage 4.1company rating

    Processor job in San Diego, CA

    Job Description We are only considering candidates who are actively processing mortgage loans today within a retail mortgage bank. Please do not apply if you are not currently in a processing role. We're looking for an experienced and highly organized Loan Processor to join our team at CrossCountry Mortgage. This role is perfect for someone with strong attention to detail, deep mortgage knowledge, and a passion for delivering an exceptional borrower experience. You'll be at the center of the loan process, driving files forward, coordinating with multiple parties, and ensuring smooth closings. Compensation: $70,000 - $95,000 Responsibilities: Own loan files from submission through funding with precision and urgency Review, request, and process borrower documentation and loan conditions Ensure all files meet company, agency, and investor guidelines Communicate proactively with borrowers, loan officers, underwriters, escrow and title teams, and real estate agents Maintain complete and accurate notes in Encompass and CRM systems such as Salesforce Keep the pipeline organized and moving by following up early and often Identify potential issues and escalate appropriately to ensure smooth closings Qualifications: Must possess excellent written and verbal communication skills FHA, FHLB, FNMA, or VA loan product knowledge and mortgage lending experience required Superb analytical skills, time management skills, and attention to detail A minimum of 4 years of current mortgage loan processing experience and actively processing today Recent experience in retail mortgage processing Strong proficiency in Encompass Excellent understanding of FHA, VA, Conventional, and investor guidelines Experience managing high-volume purchase pipelines Outstanding written and verbal communication skills Strong organizational skills and attention to detail Proficiency with Microsoft Word and Excel A solutions-first mindset with the ability to problem-solve and prioritize About Company At CrossCountry Mortgage, you are joining a community of high performers who support each other, grow together, and win together. We value individuals who are hungry to grow, humble in their approach, and smart in how they work. We believe in teamwork, high standards, and a positive culture that still knows how to have fun. If you are an experienced processor looking for a high-performing, collaborative, and growth-focused team, we would love to connect.
    $70k-95k yearly 17d ago
  • Head of PT Data Acceleration

    Roche 4.7company rating

    Processor job in Oceanside, CA

    At Roche you can show up as yourself, embraced for the unique qualities you bring. Our culture encourages personal expression, open dialogue, and genuine connections, where you are valued, accepted and respected for who you are, allowing you to thrive both personally and professionally. This is how we aim to prevent, stop and cure diseases and ensure everyone has access to healthcare today and for generations to come. Join Roche, where every voice matters. **The Position** The Pharma Technical Operations (PT) department is establishing the One PT Data Office to serve as the strategic center for data governance, strategy, and enablement across the entire global PT network. This team is at the heart of our digital transformation, responsible for architecting and leading a central data office to unlock the full potential of PT's data assets. The Head of PT Data Acceleration will be accountable for establishing this critical function in close collaboration with the Head of PT Data Governance. This role is central to creating a single, unified data strategy that will serve as the backbone for our data driven decision making in PT as well for our digital transformation. You will be at the heart of our transformation, building a world-class data organization to unlock the full potential of PT's data assets. You will build and lead a high-performing team, champion a data-first culture across PT, and ensure that data is managed as a strategic asset to accelerate the realization of patient benefits. This pivotal role requires a visionary leader capable of building a unified data ecosystem, delivering measurable outcomes, and ensuring our data capabilities are a key driver of efficiency, quality, and innovation. **The Opportunity** + Provide strategic leadership and vision for data management across PT, ensuring alignment with PT's digital strategy and Roche's overall data ambitions. + Develop, champion, and execute a comprehensive, long-term data strategy and Data Product roadmap, identifying high-impact opportunities in close partnership with PTx business stakeholders to meet their organizational objectives. + Collaborate with the Head of Data Governance to establish and enforce a robust, centralized data governance framework, including policies, standards, and stewardship practices to ensure the quality, integrity, and security of data across the entire product lifecycle. + Accountable for breaking down data silos and architecting a single, unified data ecosystem for PT that is FAIR (Findable, Accessible, Interoperable, Reusable). + Drive the adoption of cutting-edge technologies and platforms to ensure state of the art data infrastructure, in close collaboration with IT and IT/OT teams. + Build, recruit, develop, and retain a world-class, globally distributed team of data professionals, nurturing their skills in data governance, strategy, and architecture. + Build and maintain strong strategic relationships with key senior stakeholders across PT (e.g., manufacturing, quality, supply chain, development, regulatory), global functions, and IT. + Serve as the ultimate steward of our data, ensuring all data activities are conducted in compliance with GxP, GDPR, and other relevant regulations, thereby building trust with all stakeholders. + Define, track, and report on the tangible business value, ROI, and key performance indicators of data initiatives to senior leadership. **Who You Are** + You have 15+ years of progressive experience in data management, governance, or strategy, with at least 10 years in a senior leadership role building and leading centralized data functions. + You have a deep understanding of the pharmaceutical or life sciences industry, including regulatory requirements like GxP environments and data integrity. + Demonstrated experience driving the implementation of enterprise-wide data strategies that deliver measurable business value, ideally in a manufacturing or technical operations context. + You possess expert-level knowledge of data governance frameworks, architecture principles, master data management, and modern cloud-based data platforms. + You are an exceptional strategic thinker with proven ability to translate complex business challenges into an actionable data strategy and roadmap. Ready for the next step? We look forward to hearing from you. Apply now to discover this exciting opportunity! **Who we are** A healthier future drives us to innovate. Together, more than 100'000 employees across the globe are dedicated to advance science, ensuring everyone has access to healthcare today and for generations to come. Our efforts result in more than 26 million people treated with our medicines and over 30 billion tests conducted using our Diagnostics products. We empower each other to explore new possibilities, foster creativity, and keep our ambitions high, so we can deliver life-changing healthcare solutions that make a global impact. Let's build a healthier future, together. **Roche is an Equal Opportunity Employer.**
    $34k-44k yearly est. 60d+ ago
  • Independent Contractor - Process Server (San Diego)

    Provest LLC 4.1company rating

    Processor job in San Diego, CA

    Job Title: Civil Process Server Employment Type: Independent Contractor (1099) ProVest is one of the largest legal support services firms in the U.S., specializing in the service of process for some of the most prestigious law firms and financial institutions. We handle thousands of legal documents each year, including foreclosures, collections, litigation, and civil complaints. We're currently seeking independent contractors who operate their own process serving business with a tax id number, or are ready to start one, to join our growing network. Why Join ProVest? • Flexible hours - include morning, noon, evening, and weekend attempts • Consistent workflow - steady assignments in your area • Weekly direct deposit - reliable and timely payments • Grow your business - professionalism and reliability • Stay active - ideal for those who enjoy being on the move What You'll Need: • CA Registered Process Server • Smartphone (iPhone or Android), computer/laptop, printer, scanner, and internet access • Strong communication skills and attention to detail • Familiarity with legal documents and local/state laws • Reliable transportation, valid driver's license, and auto insurance • Good attention to detail What You'll Do: • Serve legal documents to residences and businesses in compliance with all applicable laws and client requirements • Use mobile apps to update status in real time, take photos, and generate proofs of service • Edit, print, and sign documents electronically or manually Interested? Let's Connect! Apply now, and we'll reach out with more details. Esteban Wing Recruiter ProVest LLC *********************** ************ | Direct
    $30k-38k yearly est. Auto-Apply 60d+ ago
  • Medical Bill Processor

    Sedgwick 4.4company rating

    Processor job in San Diego, CA

    By joining Sedgwick, you'll be part of something truly meaningful. It's what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there's no limit to what you can achieve. Newsweek Recognizes Sedgwick as America's Greatest Workplaces National Top Companies Certified as a Great Place to Work Fortune Best Workplaces in Financial Services & Insurance Medical Bill Processor **PRIMARY PURPOSE** : To code provider bills; to enter pre-coded billing data into the system; and to verify the output. **ESSENTIAL FUNCTIONS and RESPONSIBILITIES** + Keys pre-coded billing data into the system. + Identifies and forwards complex bills to claims examiners. + Codes provider bills in accordance with claims management system notes and state guidelines. + Follows workers compensation/auto guidelines to evaluate the services. + Compares qualifications of service provider with service provided. + Involved in system maintenance/file maintenance and interface with IT department. + Assists in account batching and distribution of incoming and outgoing mail. + Answers customer service calls from providers, clients and claims examiners. **ADDITIONAL FUNCTIONS and RESPONSIBILITIES** + Performs other duties as assigned. + Supports the organization's quality program(s). **QUALIFICATIONS** **Education & Licensing** High School diploma or GED required. **Experience** One (1) year of general office experience or equivalent combination of education and experience required. Knowledge of medical terminology preferred. **Skills & Knowledge** + Excellent oral and written communication + PC literate, including Microsoft Office products + Analytical and interpretive skills + Strong organizational skills + Good interpersonal skills + Ability to work in a team environment + Ability to meet or exceed Performance Competencies **WORK ENVIRONMENT** When applicable and appropriate, consideration will be given to reasonable accommodations. **Mental:** Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines **Physical:** Computer keyboarding, travel as required **Auditory/Visual:** Hearing, vision and talking The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time. _As required by law, Sedgwick provides a reasonable range of compensation for roles that may be hired in jurisdictions requiring pay transparency in job postings. Actual compensation is influenced by a wide range of factors including but not limited to skill set, level of experience, and cost of specific location. For the jurisdiction noted in this job posting only, the range of starting pay for this role is $21.00. A comprehensive benefits package is offered including but not limited to, medical, dental, vision, 401k and matching, PTO, disability and life insurance, employee assistance, flexible spending or health savings account, and other additional voluntary benefits. _ Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Diego Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, the California Fair Chance Act, and all other applicable laws. Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace. **If you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, consider applying for it anyway! Sedgwick is building a diverse, equitable, and inclusive workplace and recognizes that each person possesses a unique combination of skills, knowledge, and experience. You may be just the right candidate for this or other roles.** **Sedgwick is the world's leading risk and claims administration partner, which helps clients thrive by navigating the unexpected. The company's expertise, combined with the most advanced AI-enabled technology available, sets the standard for solutions in claims administration, loss adjusting, benefits administration, and product recall. With over 33,000 colleagues and 10,000 clients across 80 countries, Sedgwick provides unmatched perspective, caring that counts, and solutions for the rapidly changing and complex risk landscape. For more, see** **sedgwick.com**
    $21 hourly 15d ago
  • Mortgage Processor

    Griffin Funding

    Processor job in San Diego, CA

    The Loan Processor is responsible for processing and verifying loan applications, ensuring all required documentation is complete and accurate, and working closely with loan officers, underwriters, and other team members to facilitate the timely approval and disbursement of loans. **Must Have NonQM experience** Key Responsibilities: Review Loan Applications: Examine loan applications for completeness, accuracy, and compliance with internal and external guidelines. Verify Borrower Information: Collect, verify, and update financial and personal information required for loan approval, such as income, credit history, employment status, and property details. Document Preparation: Prepare and organize necessary loan documents, such as application forms, credit reports, and legal disclosures. Coordinate with LPA and Investors: Communicate with LPA to request additional information or clarification and keep them informed about the progress of their loan application. Monitor Loan Progress: Track loan applications through all stages of the approval process, ensuring timely documentation submission and following up on any outstanding items. Compliance: Ensure all loan files comply with legal and regulatory requirements, including federal and state laws, as well as company policies. Assist Underwriters: Provide necessary support to underwriters in evaluating loan applications and financial data. Maintain Records: Organize and maintain accurate records of loan applications, approvals, denials, and documents in accordance with company and regulatory standards. Problem Resolution: Address and resolve issues or discrepancies related to loan applications, documentation, or processing delays. Customer Service: Provide excellent customer service by responding to client inquiries and offering assistance during the loan process. Griffin Funding, provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Griffin Funding, complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. NMLS #1120111 VA Approved Lender ID: ********** FHA Non-Supervised Lender No.: 01472-0000-3 All done! Your application has been successfully submitted! Other jobs
    $41k-57k yearly est. 60d+ ago
  • CL Transaction Specialist

    Axos Bank 4.5company rating

    Processor job in San Diego, CA

    Axos Bank Target Range: $25.00/hr. - $30.00/hr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 12.5%Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 12.5% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. About This Job Axos is seeking a detail-oriented and highly motivated Commercial Lending Transaction Specialist to join our team. The successful candidate will be responsible for supporting the commercial lending process by managing loan documentation, ensuring compliance with regulatory requirements, and providing exceptional service to our clients. This role requires a strong understanding of commercial lending practices, excellent organizational skills, and the ability to work collaboratively with various departments. Responsibilities: Prepare and review commercial loan documentation for accuracy and completeness Ensure all necessary documents are obtained, properly executed, and in compliance with company policies and regulatory requirements Coordinate with loan officers, underwriters, and other relevant parties to gather required information and documentation Maintain accurate and up-to-date loan files and records Perform periodic reviews of loan files to ensure compliance and address any discrepancies Facilitate the boarding of loans from our origination system platform to our payment system platform Ensure seamless data transfer and integration between systems Collaborate with IT and other departments to troubleshoot and resolve any issues related to system integration Stay current with regulatory changes and ensure all lending activities comply with federal, state, and local regulations Assist in the development and implementation of policies and procedures to mitigate risk and enhance operational efficiency Provide exceptional service to Sales and Underwriting as well as external clients, Title and Escrow, by addressing inquiries and resolving issues in a timely manner Collaborate with the sales team to ensure a seamless lending process and enhance client satisfaction Qualifications: High school diploma 2+ years of experience in commercial lending or loan operations Strong knowledge of commercial loan products, documentation, and regulatory requirements Fundamental math/accounting/finance skills to understand debits, credits, balancing, amortization schedules, etc. Prior paralegal, commercial lending loan administration and/or closing experience Motivated and extremely organized self-starter with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills Capable of managing several deliverables at once Axos Employee Benefits May Include: Medical, Dental, Vision, and Life Insurance Paid Sick Leave, 3 weeks' Vacation, and Holidays (about 11 a year) HSA or FSA account and other voluntary benefits 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading About Axos Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We're a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers. Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX). Learn more about working at Axos Pre-Employment Background Check and Drug Test: All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization. Equal Employment Opportunity: Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws. Job Functions and Work Environment: While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc. The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
    $25-30 hourly Auto-Apply 20d ago
  • Consumer Loan Processor (Onsite )

    Frontwave Credit Union 4.1company rating

    Processor job in Oceanside, CA

    The Consumer loan processor is responsible for the processing of all Consumer Loan product applications in compliance with applicable rules, regulations, laws and guidelines. Provide members applying for Consumer Loans with detailed guidance on product, pricing and the loan process from application to close. If you have experience in a financial institution processing consumer loan applications, this job may be for you! About Frontwave Credit Union: Frontwave Credit Union is a member-owned not-for-profit financial institution serving San Diego, Riverside, San Bernardino and Imperial counties. Founded in 1952, we have grown to 18 branches with 125,000 members and manage over 1.8 billion in assets. At Frontwave Credit Union, we are focused on creating consumer solutions to provide our members and the communities we serve with products and services that enhance the quality of life for our members through exceptional service and the progressive application of technology. What's In It For You: Competitive pay, 401k matching, mortgage and auto discounts. 9-27 days of PTO per year (based on tenure) and 10 paid holidays. Affordable medical, dental, vision health plans, and Flexible Spending Account. Employee Assistance Program with a variety of services. Career development, training, and coaching, mentoring; tuition reimbursement up to $4,000/year. Culture of excellence and continuous improvement. We strive to be the best place you've ever worked! Responsibilities Essential Duties and Responsibilities: Includes the following non-inclusive list. Other duties may be assigned. All duties are to be performed in compliance with applicable laws, regulations as well as Credit Union policies and procedures. Promptly respond to all digital loan applications, determine eligibility for memberships, process members' requests working with appropriate personnel in order to satisfactorily service the digital request and complete the loan process within established service level. Act as the main point of contact throughout the loan process, ensuring excellent levels of service by providing guidance on process, product and pricing in a detailed and comprehensive manner. Provide excellent service to members (external and internal) by completing the loan process timely, efficiently and with minimal errors. Update the LOS with loan status notes according to department KPIs. Ensures accuracy in loan application, verification of income and other documents or stipulations required for funding or as required by contract. May conduct follow up contact with member for additional information. Communicate underwriting recommendation to members according to established service level agreement and workflow process. Contribute with development, testing, documenting and training on new workflows and procedures. Assist team members and other departments with lending guidelines, process workflows and loan documentation questions. Qualifications Education and/or Experience: High School Diploma or equivalent. Minimum of two years of financial industry experience with one years of lending experience. Knowledge, Skills and Abilities: Basic computer skills with general knowledge of Microsoft Office applications. Knowledge of California and out of state DMV Policy and Procedures. Knowledge of basic consumer lending processes Knowledge of After Market Products and ability to cross sell other products and services offered by credit union Salary Range: $23.84/hr-$35.76/hr Service Excellence Standards When joining Frontwave Credit Union, you can expect to be a part of a workforce committed to the following Service Excellence standards: • We see it. We own it. We get it done. • We ignite positive experiences. • We do things right every time. • We are collaborators - united, cohesive and engaged • We innovate and evolve. • We create memorable experiences for life. • We starts with me.
    $23.8-35.8 hourly Auto-Apply 1d ago
  • Loan Processor

    Insight Global

    Processor job in San Diego, CA

    We are seeking an experienced Mortgage Loan Processor to act as the critical link between Loan Officers and Underwriters. This role is essential to ensuring smooth and timely loan closings. You will manage the loan file from submission to underwriting, maintain client communication, and ensure all required documentation is accurate and complete. Key Responsibilities Serve as the middle point of contact between Loan Officers and Underwriters. Review and process loan files, ensuring compliance with company and regulatory guidelines. Communicate directly with clients to collect and verify all necessary information. Submit complete loan packages to underwriting for approval. Manage a pipeline of 30-40 loans, closing 20-30 loans per month. Identify and resolve potential issues, including fraud checks and documentation gaps. Maintain strong relationships with internal teams and wholesale partners. This is a fully onsite position. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: **************************************************** Skills and Requirements Minimum 5 years of mortgage processing experience (ideal). Proficiency in Encompass loan origination software. Non-QM and conventional loan experience is required. Strong knowledge of income calculations and down payment requirements. Government loan programs (FHA, VA, USDA). 203k renovation loans.
    $37k-53k yearly est. 15d ago
  • On-Site Medical Claims Processor

    Celebrating Life Community Health Center

    Processor job in Mission Viejo, CA

    Perform billing functions for the various clinical components of the Clinic, serve as an expert for other claims processors' in the department, and serve as back up for the Billing Manager to run various financial reports as needed by the CFO. Essential Functions Systems Processes: Ensure efficiency, accuracy and accountability of information and data. Perform claims processing functions in a timely and accurate manner. 1. Check "superbills" for accuracy prior to entering into the system. 2. Review and, as necessary, correct data entry and billing errors prior to transmission. 3. Bill payment source(s) within 48 hours of patient's visit. 4. Post payment checks to appropriate accounts. 5. Research payment denials and re-submit for payment as necessary. * Check count of "superbills" against daily log to ensure that every patient's visit related paperwork has been received, posted and billed * Prepare month end reports. * Look up CPT and ICD-10 codes for accurate coding. * Perform weekly transmission of claims. * Update daily error reports for clinic/nurse managers. Communications: Ensure effective, professional communications within and outside of the Clinic setting. 11. Communicate effectively with all levels of staff and volunteers. 12. Consistently utilize/facilitate effective strategies to communicate pertinent information in a timely manner. 13. Through teamwork and accountability exhibit behaviors and attitudes of courtesy and respect for all members of the Division/Work unit in accordance with Clinic's mission and values. * Maintain high level of respect and confidentiality in handling all patient information at all times. 15. Provide input to supervisor on areas or issues to improve the running of the billing functions. Regulatory Compliance: Ensure compliance with regulatory agencies, contractual obligations and funding sources. 16. Perform functions, duties and /or services in compliance with regulatory agencies, contractual obligations, funding sources and any and all laws governing area of expertise. 17. Maintain records/documents in accordance with policies and procedures, regulations, contractual obligations and funding sources. Other Functions: 18. Other responsibilities as assigned by supervisor. Physical Activity: Perform all or some of the following tasks during the work day: reading, writing, speaking, listening, typing and sitting for long periods of time working extensively with computers, standing and walking. Equipment Used: personal computer, telephone, copier, fax machine, calculator Position Requirements: These are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this job. Individual abilities may result in some deviation from these guidelines. To perform effectively in this position, the incumbent must have: * Medical Billing Certification and two (2) years experience as a Biller or Collector. Extensive knowledge of medical terminology, billing procedures, CPT and ICD-10 codes. * Medicaid/Medi-Cal, CHDP, Managed Care and other medical, dental, health insurances reimbursement procedures preferred. * Ability to accurately utilize personal computer. Proficiency with Microsoft Office (Word, Excel and Outlook.) * Demonstrated proficiency in written and spoken English required. * Handle patient information with utmost respect and confidentiality. * Ability to work as part of a team and independently * Must demonstrate excellent telephone and customer relations skills. * Willingness to commit to the philosophy and goals of Celebrating Life Community Health Center. The incumbent must be able to perform this job safely, without endangering the health or safety of him/herself or others. * This role requires on-site presence at our Mission Viejo office* Job Type: Full-time Pay: $22.00 - $23.00 per hour Expected hours: 40 per week Benefits: * 401(k) * Dental insurance * Employee assistance program * Health insurance * Paid time off * Vision insurance Work Location: In person
    $22-23 hourly 22d ago
  • Claims Processor

    George Hills Company 4.6company rating

    Processor job in Anza, CA

    For 70 years George Hills has offered our clients unparalleled service and innovative excellence in claims administration and offered our employees a positive and collaborative culture that builds relationships based on pride and respect. As an “Employer of Choice”, we are pleased to offer employees a flexible hybrid work schedule, competitive salary, and excellent benefits including medical, dental, vision, PTO, holidays, and 401k. To learn more, please visit our website at ************************ . George Hills is an equal-opportunity employer. Note: Employees must live in either CA or AZ. The Claims Processor (CP) is a vital member of the Claims Adjusting team for a large, dedicated client. The Processor handles the setup of General Liability and property claims in our claims management systems, assists assigned claims adjusters with initial research and investigation, and provides a summary review of reports. Primary responsibilities include: · Conduct an initial investigation of the claim. · Verify and enter data into the claims systems. · Research and gather evidence. Obtain, review, and evaluate records, police, medical, etc. · Correspond with or interview medical specialists, agents, witnesses, or claimants for accuracy and consistency with the claim as reported. · Investigate, analyze, and determine the extent of the insurance provider's liability concerning personal, casualty, or property loss or damages, and attempt to settle with claimants. · Comply with accepted guidelines regarding reserving practice and authority levels while properly setting the reserve and adjusting as appropriate. · Examine, process, calculate, and pay claims ensuring filings, documentation, and reports, etc. · Prepare timely reports for clients. Requirements Education and Experience • High School Diploma or equivalent and some college preferred. • One year of office experience, with experience with insurance claims, self-insurance, pooled insurance, or Joint Powers Authorities a plus. • At least one (1) year of using Microsoft Windows on a PC including Microsoft Word, Excel, Outlook (no PowerPoint). • Knowledge relating to the handling of public entity liability claims a plus. • Excellent written and verbal communication skills Please see our privacy policy: ************************wp-content/uploads/General-Notice-at-Collection-for-Applicants.pdf Equal Employment Opportunity George Hills Company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race (including natural hair texture and hairstyles), color, sex/gender (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, transgender (including whether or one is transitioning, have transitioned, or may be perceived to be in transition), religious creed (including religious dress and grooming practices), marital status, registered domestic partner status, age, national origin or ancestry, physical or mental disability, medical condition (including genetic characteristics or information, cancer or record or history of cancer, or AIDS/HIV status), sexual orientation, military or veteran status, reproductive health decisions, off-duty cannabis use (that does not cause on-the-job impairment), any combination of the above characteristics, or any other characteristic protected by applicable federal, state, or local laws, regulations or ordinances. George Hills Company strictly prohibits discrimination, harassment, and retaliation in all employment practices, including recruitment, hiring, promotion, training, compensation, benefits, and termination. Salary Description $22-$26.50
    $37k-52k yearly est. 60d+ ago
  • Commercial Loan Servicing Specialist III

    Axos Bank 4.5company rating

    Processor job in San Diego, CA

    Axos Bank Target Range: $25.00/hr. - $33.00/hr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 12.5%Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 12.5% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. About This Job The Commercial Loan Servicing Specialist III provides advanced-level support in the day-to-day administration and servicing of complex commercial loan portfolios. This role ensures operational accuracy, regulatory compliance, and exceptional client service while acting as a subject matter expert and escalation point for junior team members. Responsibilities: Process loan transactions, including payments, payoffs, and other related activities Process advances and other related disbursements for commercial lending while collaborating with various business units. Ensure accurate approval and timely disbursement to the borrower or agent via wire transfer (international/domestic) or internal transfers Work closely with your team and leadership to propose, develop, and actively contribute to the creation and enhancement of new processes and tools Focus on improving support workflows, increasing efficiency, and ensuring seamless integration with business operations while aligning with organizational goals and best practices Develop a comprehensive understanding and expertise in the financial industry by learning and applying relevant procedures and regulations Ensure compliance with industry standards while maintaining strict confidentiality and safeguarding customer information Maintain or exceed established service level standards for customer service, resolve issues and escalate complex issues as needed Work closely with various business units to facilitate and process loan term updates, modifications, and escrow disbursements Ensure all changes are accurately documented, approved, and executed in compliance with company policies and regulatory guidelines while maintaining clear communication with relevant stakeholders Review daily and monthly clearing general ledger reconciliation for accuracy Qualifications: Bachelor's degree in Finance, Business Administration, or related field preferred 4+ years of experience in commercial loan servicing or commercial lending operations Strong understanding of commercial loan products, servicing systems, and regulatory frameworks Proficiency in Microsoft Office Suite and loan servicing platforms Excellent analytical, organizational, and communication skills Proven ability to manage multiple priorities in a fast-paced environment with high attention to detail Axos Employee Benefits May Include: Medical, Dental, Vision, and Life Insurance Paid Sick Leave, 3 weeks' Vacation, and Holidays (about 11 a year) HSA or FSA account and other voluntary benefits 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading About Axos Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We're a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers. Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX). Learn more about working at Axos Pre-Employment Background Check and Drug Test: All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization. Equal Employment Opportunity: Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws. Job Functions and Work Environment: While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc. The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
    $25-33 hourly Auto-Apply 60d+ ago
  • Bilingual Loan Processor

    Crosscountry Mortgage 4.1company rating

    Processor job in San Juan Capistrano, CA

    CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Bilingual Loan Processor is responsible for providing quality customer service by obtaining necessary documentation to underwrite the loan and orders third party documentation by communicating directly with the customer and/or Loan Officer. The Bilingual Loan Processor provides proper disclosures when required by applicable local, state, and federal regulations. Job Responsibilities: Perform a thorough review and analysis of borrower's credit, employment, income, and assets as required by the loan program before submitting to underwriting. Assemble the complete loan package in proper order for underwriting. Verify all required documentation (pre-underwrite) in the file. Complete the required loan checklist. Verify that an application is complete and accurate; identify any potential issues that may arise in underwriting. Prepare a loan approval summary, Forms 1008 and 1003, and ensure the accuracy of all the information printed on the documents; communicate directly with the Loan Originator, customer, and Underwriter to obtain initial and any missing documentation required to qualify for the loan. Review loans for compliance with all mortgage-related regulations (RESPA, TIL, HMDA, Reg. B, etc.) and prepare required disclosures. Communicate with various companies to obtain Property Survey, Flood Certificate, Title Commitment, and payoff information. Verify that vendor orders are complete, invoices are received and in the applicant's E-file. Manage pipeline by completing and submitting reports within allotted turn-around times. Assist set-up of loans. Document all communication related to the loan application in the conversation log. Train and assist supervision of new Loan Processors and other processing personnel. Assist closing, secondary marketing, and loan servicing to obtain and clear outstanding suspense items from CrossCountry Mortgage investors. Available to work varying hours and overtime if needed. Qualifications and Skills: High School Diploma or equivalent. Minimum of 5 years' residential mortgage processing experience. Experience with Encompass. Working knowledge of RESPA regulations and general knowledge of all mortgage and consumer lending regulations, including but not limited to Regulation Z and Regulation B requirements, and loan documents, preferred. Knowledge of DU, LP, Microsoft Office, and Windows. Excellent math and analytical skills. Excellent communication skills. Excellent prioritization and time management skills. Fluency in the languages of Spanish and English in order to communicate effectively with internal and external customers, of whom may speak only English or Spanish. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. Pay Range: Hourly Rate: 25.00 - 30.00 Bonus Eligible if applicable The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position #LI-CCMREC CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
    $41k-51k yearly est. Auto-Apply 9d ago
  • Commercial Loan Servicing Specialist II

    Axos Bank 4.5company rating

    Processor job in San Diego, CA

    Axos Financial, Inc. Target Range: $21.50/hr. - $31.88/hr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 12.5%Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 12.5% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. About This Job Excellent opportunity for a commercial servicing specialist to step into the world of syndicated lending - one of the fastest-growing products in commercial banking! The Commercial Loan Servicing Specialist II will play a critical role in supporting the day-to-day operations of the commercial lending team. This position is responsible for processing payments, managing lien releases, and ensuring accurate documentation and compliance across a range of commercial loan products. Responsibilities: Process loan transactions, including payments, payoffs, and other related activities Process advances and other related disbursements for commercial lending while collaborating with various business units Ensure accurate approval and timely disbursement to the borrower or agent via wire transfer (international/domestic) or internal transfers Work closely with your team and leadership to propose, develop, and actively contribute to the creation and enhancement of new processes and tools Focus on improving support workflows, increasing efficiency, and ensuring seamless integration with business operations while aligning with organizational goals and best practices. Develop a comprehensive understanding and expertise in the financial industry by learning and applying relevant procedures and regulations Ensure compliance with industry standards while maintaining strict confidentiality and safeguarding customer information. Maintain or exceed established service level standards for customer service, resolve issues and escalate complex issues as needed Work closely with various business units to facilitate and process loan term updates, modifications, and escrow disbursements Ensure all changes are accurately documented, approved, and executed in compliance with company policies and regulatory guidelines while maintaining clear communication with relevant stakeholders Qualifications: Bachelor's degree in Finance, Business, or related field preferred 2+ years of experience in commercial lending or loan operations Strong understanding of commercial loan documentation and regulatory requirements Excellent attention to detail and ability to manage multiple priorities Strong written and verbal communication skills Ability to work independently and collaboratively in a fast-paced environment Axos Employee Benefits May Include: Medical, Dental, Vision, and Life Insurance Paid Sick Leave, 3 weeks' Vacation, and Holidays (about 11 a year) HSA or FSA account and other voluntary benefits 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading About Axos Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We're a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers. Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX). Learn more about working at Axos Pre-Employment Background Check and Drug Test: All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization. Equal Employment Opportunity: Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws. Job Functions and Work Environment: While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc. The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
    $21.5-31.9 hourly Auto-Apply 40d ago
  • Bilingual Loan Processor

    Crosscountry Mortgage 4.1company rating

    Processor job in San Juan Capistrano, CA

    CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Bilingual Loan Processor is responsible for providing quality customer service by obtaining necessary documentation to underwrite the loan and orders third party documentation by communicating directly with the customer and/or Loan Officer. The Bilingual Loan Processor provides proper disclosures when required by applicable local, state, and federal regulations. Job Responsibilities: * Perform a thorough review and analysis of borrower's credit, employment, income, and assets as required by the loan program before submitting to underwriting. * Assemble the complete loan package in proper order for underwriting. * Verify all required documentation (pre-underwrite) in the file. * Complete the required loan checklist. * Verify that an application is complete and accurate; identify any potential issues that may arise in underwriting. * Prepare a loan approval summary, Forms 1008 and 1003, and ensure the accuracy of all the information printed on the documents; communicate directly with the Loan Originator, customer, and Underwriter to obtain initial and any missing documentation required to qualify for the loan. * Review loans for compliance with all mortgage-related regulations (RESPA, TIL, HMDA, Reg. B, etc.) and prepare required disclosures. * Communicate with various companies to obtain Property Survey, Flood Certificate, Title Commitment, and payoff information. * Verify that vendor orders are complete, invoices are received and in the applicant's E-file. * Manage pipeline by completing and submitting reports within allotted turn-around times. * Assist set-up of loans. * Document all communication related to the loan application in the conversation log. * Train and assist supervision of new Loan Processors and other processing personnel. * Assist closing, secondary marketing, and loan servicing to obtain and clear outstanding suspense items from CrossCountry Mortgage investors. * Available to work varying hours and overtime if needed. Qualifications and Skills: * High School Diploma or equivalent. * Minimum of 5 years' residential mortgage processing experience. * Experience with Encompass. * Working knowledge of RESPA regulations and general knowledge of all mortgage and consumer lending regulations, including but not limited to Regulation Z and Regulation B requirements, and loan documents, preferred. * Knowledge of DU, LP, Microsoft Office, and Windows. * Excellent math and analytical skills. * Excellent communication skills. * Excellent prioritization and time management skills. * Fluency in the languages of Spanish and English in order to communicate effectively with internal and external customers, of whom may speak only English or Spanish. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. Pay Range: * Hourly Rate: 25.00 - 30.00 * Bonus Eligible if applicable The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position #LI-CCMREC CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law ("Protected Characteristics"). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
    $41k-51k yearly est. 9d ago

Learn more about processor jobs

How much does a processor earn in Encinitas, CA?

The average processor in Encinitas, CA earns between $25,000 and $53,000 annually. This compares to the national average processor range of $24,000 to $41,000.

Average processor salary in Encinitas, CA

$36,000
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