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  • Advisory Systems Engineer

    Volant Partners 4.4company rating

    Volant Partners job in Bellevue, WA

    Volant Partners provides business and engineering consulting services to companies across the United States. We thrive by solving complex problems with a focus on regulated industries. We best serve our customers by attracting and retaining the very best consultants. Consequently, we have structured ourselves as an employee-owned company. Volant Partners was founded in 2021 and is headquartered in Seattle, Washington. Job Description Volant Partners, Inc is seeking an Advisory Systems Engineer with a strong systems engineering and electrical engineering background to assist our clients with the development and deployment of their products and hardware. Responsibilities will vary, but the selected candidate will contribute to areas such as authoring and updating certification documentation and verifying requirements traceability among various electrical diagrams and schematics. Successful candidates will use their deep knowledge in systems engineering combined with their experience in electrical engineering to successfully manage complex projects and drive results. We are looking for self-starters and decision makers that are comfortable in new situations where success is dependent on quickly understanding client challenges and addressing them. This individual must have excellent communication skills (written, verbal, and presentation) and be able to communicate effectively with different engineering disciplines, project and client leadership. This position will be onsite so we are only seeking candidates in the greater Seattle area or candidates who are willing to relocate to the Seattle area. Typical Responsibilities Author technical specifications Author and modify existing certification documentation Review, understand, and assess schematics to ensure that design align with requirements. Identify any gaps between the schematics and the certification documentation Requirement elicitation, decomposition Requirement allocation and tracking Participate in processes improvement Required Qualifications Bachelor's or Master's degree in engineering, mathematics, electrical, computer science or related technical course of study Minimum of 10+ years of engineering or consulting experience A consultative mindset and strong communication skills (verbal, written, and presentations) to work directly with client multidisciplinary teams to solve problems and advance client's objectives Proven systems engineering and problem-solving skills in an integrated team environment Proven track record of managing time and resources to meet deadlines Ability to define and interpret high level requirements and trace these requirements to product electrical schematics and diagrams. Skills in requirement verification activities. Ability to make decisions and execute to the plan Experience with requirements development, management and traceability Specialized knowledge of electrical engineering and how it relates to systems engineering Experience developing and decomposing system and subsystem requirements Ability to earn the trust of clients and influence leadership and key technical resources Maintains positive and professional relationships and promotes an environment of teaming and collaboration in a diverse work environment Available to be onsite at client facilities as needed Must be a US Person - U.S. citizen, U.S. permanent resident, or lawfully admitted into the U.S. as a refugee or granted asylum Preferred Qualifications Experience working in regulated industries such as defense or aviation Experience working in a consulting or engineering services company Experience with product development life cycle Experience using industry leading requirements management tools (DOORS Classic/DNG, JAMA etc.) Experience using Confluence and JIRA Knowledge of Configuration Management Compensation & Benefits The salary range for this position is currently $155,000 to $192,000 based on current market data. Actual compensation will depend on the successful candidates' work location, qualifications, skills, and depth of experience. As an employee-owned company, the total compensation for this position will include Stock Options and eligibility for the Utilization, VP Accelerator and Profit-Sharing bonus programs. Our comprehensive benefits include 401k matching; medical, dental, vision and prescription drug benefits; flexible spending accounts; life and disability insurance; and a generous company contribution to an HSA account. Employees will also receive 15 days paid vacation and 10 days paid sick leave each year, as well as 12+ paid holidays scheduled throughout the calendar year. Volant Partners is an Equal Opportunity Employer: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. 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    $155k-192k yearly 2d ago
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  • Payments Fraud Analytics Lead

    City National Bank 4.9company rating

    Los Angeles, CA job

    WHAT IS THE OPPORTUNITY? The Payments Fraud Analytics Lead, leads the Bank's fraud prevention and risk management activities for payment systems to mitigate both the Bank's and our clients' exposure to potential fraudulent activities. The manager is responsible for evaluating industry, client and situational/threat trends by payment type, as well as cross-channel. This position is responsible for ongoing analytics and recommendations which are presented to senior executive management enterprise wide, and used to rapidly respond to emerging fraudulent activities. In addition, the manager is responsible for developing and implementing the Bank's Fraud Prevention analytics to support new products such as Zelle, as well as new product features such as increases to existing debit cards. WHAT WILL YOU DO? Develop the Bank's payments fraud strategy to minimize the Bank's payments fraud losses. Assess trends impacting payments fraud and provide real-time recommendations to mitigate potential fraud against the Bank and clients. Define, formulate and create complex analytical models to assess payments fraud activities. Create models to assess payments fraud activity within a specific payment system and across payment systems. Serve a Bank's Knowledge Expert on Payments Fraud and accountable for developing the Bank's Payments Fraud Strategy. Actively participate on key payments initiatives. Create, test and implement rule criteria. Balance fraud prevention recommendations with client experience considerations. (note: Updates may be required on a 24/7/365 basis to prevent fraud.) Analyze loss data and recommending/implementing appropriate loss prevention strategies. In addition, evaluate fraud cases and losses holistically to identify potential trends, and areas of improvement. Participate actively participate in development of Fraud Policies and Risk Management activities, supporting a broad-spectrum of business units across the Bank. Develop and produce executive key performance metrics and report to senior management and enterprise risk. Create and deliver reports as requested by clients, implement state of the art analysis tools and forecast processes that ensure global delivery of actionable information as necessary. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree or equivalent Minimum 5 years in financial services experience with deep knowledge of payment systems. Demonstrated ability to work in an enterprise wide role and to lead through influence. Minimum 3 years with fraud strategy and rule writing Minimum 3 years of experience using reporting/query tools such as Brio, MS Query, MS Access, Excel, Crystal Reports or Business Objects and Falcon system/scoring. Additional Qualifications Strong analytical, interpretive and problem solving skills with the ability to interpret large amounts of data and its impact in both operational and financial areas. Prefer 7 years in financial services experience with deep knowledge of payment systems. Demonstrated ability to work in an enterprise wide role and to lead through influence. Prefer 5 years with Falcon (or comparable system) fraud strategy and rule writing Prefer 5 years of experience using reporting/query tools such as Brio, MS Query, MS Access, Excel, Crystal Reports or Business Objects and Falcon system/scoring. Ability to create and maintain complex mathematical models. Outstanding communications skills and ability to clearly communicate with both senior executives and staff. Exercise judgment within defined procedures and practices to determine appropriate action. Comprehensive knowledge of risk principles and procedures. Ability to synthesize large quantities of data into concise presentations with sound business conclusions. Thorough knowledge of PC computing environment, experience with database/data warehouses, and experience using reporting/query tools such as Brio, MS Query, MS Access, Excel, Crystal Reports or Business Objects. Ability to interact effectively with all levels of Bank personnel and customers. Must be able to work in a high-productive, deadline-oriented environment. Must be flexible to handle multiple tasks simultaneously. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. #CA-NW Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.#CA-NW
    $101.2k-172.4k yearly 1d ago
  • Portfolio Manager III-AFFORDABLE HOUSING

    City National Bank 4.9company rating

    Los Angeles, CA job

    PORTFOLIO MANAGER III- AFFORDABLE HOUSING WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits. Primary responsibilities include: Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.) This individual is expected to present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures. This individual is expected to be responsive to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely. This individual is responsible for the ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.) The Commercial Real Estate Credit Solutions team provides underwriting and proactive portfolio management expertise to the Bank's CRE clients, including private individuals and family offices, and institutional funds/investors/developers. Colleagues will partner with the origination team to provide tailored CRE lending solutions to clients, while proactively identifying risk on new and existing credits within the portfolio through a combination of internal and external resources. CRE portfolio includes a variety of loan products secured or supported by varying asset types. This position will support the Bank's Affordable Housing credit portfolio, which focuses on construction, bridge, and perm loans as well as other credit offerings nationwide to for-profit and non-profit Affordable Housing developers and investors. It is important that this person understand the benefits of building relationships with clients that may include various CNB internal business partners and their services and products, as appropriate. Candidate will partner with the team responsible for building and maintaining the Affordable Housing loan portfolio, and will be a key contributor to CNB's Community Reinvestment Act (CRA) initiatives. Candidate must have in-depth experience and exercise a strong understanding of the Low Income Housing Tax Credit (LIHTC) Program and other Federal, State, and Local Affordable Housing Programs to assist in underwriting and portfolio management efforts. Candidate to be able to conduct detailed financial and risk analysis of affordable housing projects, developers, investors, tax credit equity syndicators, and municipal and or nonprofit partners. Maintains awareness of competitive products, practices, and changes in market conditions and compliance requirements. WHAT WILL YOU DO? Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth. Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Credit Analysis: Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk. Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking. Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations. Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements. Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities. Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s). WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree or equivalent in Finance, Business or related field Minimum 4 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries Additional Qualifications Advanced experience in credit management and lending operations, with a strong understanding of risk management principles Desire to build leadership and coaching skills, with the ability to train and develop talent Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams Advanced analytical skills, with the ability to interpret complex data and make informed decisions Industry-specific knowledge and expertise WHAT'S IN IT FOR YOU? Compensation Starting base salary: $111,408 - $189,738 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $111.4k-189.7k yearly 3d ago
  • US Corporate Tax Leader | Team & Client Mentor

    Escalon Services Inc. 4.1company rating

    Palo Alto, CA job

    A growing fintech company in Palo Alto, CA is seeking a qualified individual for a senior position requiring extensive knowledge of US corporate tax legislation. The ideal candidate will have a master's degree in Accounting or Finance, along with a relevant CPA license. This role includes team management, direct client interaction, and active review of tax deliverables, ensuring compliance and timely submissions. #J-18808-Ljbffr
    $80k-132k yearly est. 5d ago
  • Mortgage Pre-Closing Quality Control Manager

    Capcenter 4.2company rating

    Richmond, VA job

    CapCenter is a growth-oriented mortgage, real estate, and title company focused on transparency, efficiency, and long-term customer trust. We're seeking a detail-driven Mortgage Pre-Closing Quality Control Manager to lead our pre-funding QC efforts and help ensure loan quality, compliance, and investor confidence before loans close. About the Role As the Mortgage Pre-Closing Quality Control Manager, you'll oversee CapCenter's pre-funding quality control process, serving as a critical risk-management checkpoint prior to loan closing. You'll work closely with Underwriting, Processing, Closing, and Compliance teams to identify defects early, drive corrective action, and support consistent, compliant loan production. This role is ideal for someone with deep underwriting and guideline knowledge who enjoys being hands-on while also shaping scalable QC processes. Key Responsibilities Manage and oversee the pre-closing (pre-funding) Quality Control program in accordance with FNMA, FHLMC, FHA, VA, USDA, and investor guidelines Perform and/or supervise pre-closing loan file reviews to identify compliance, credit, collateral, income, and documentation issues prior to funding Review conditions, underwriting decisions, and documentation for accuracy and guideline adherence Identify defect trends and root causes; escalate issues and recommend process improvements Partner with Underwriting, Processing, and Closing teams to resolve findings prior to loan closing Track and report pre-closing QC results, turn times, and defect trends to leadership Maintain and update pre-closing QC policies, procedures, and sampling methodology Ensure timely resolution of material findings that could impact salability or repurchase risk Serve as a subject matter expert on pre-funding risk, underwriting standards, and investor requirements Support internal audits, investor inquiries, and regulatory examinations related to pre-funding reviews Qualifications 5+ years of mortgage experience with a strong focus on underwriting, quality control, or compliance Direct experience performing or managing pre-closing / pre-funding QC reviews Thorough knowledge of agency, government, and investor guidelines Strong analytical skills with the ability to identify trends and systemic issues Excellent communication skills with the confidence to challenge and escalate when necessary Highly organized, detail-oriented, and able to manage multiple priorities Experience working in an LOS and QC/audit tools (e.g., Encompass or similar systems) Why CapCenter? Competitive compensation and benefits Hybrid work environment with flexibility Opportunity to build and refine pre-closing QC processes in a growing organization Collaborative culture focused on quality, compliance, and doing the right thing
    $84k-122k yearly est. 3d ago
  • Enterprise Events Manager - Exec Experiences & Growth

    Norwest Venture 3.3company rating

    San Francisco, CA job

    A leading tech company in San Francisco is seeking an Events Manager to plan, execute, and manage enterprise-focused events. You will work closely with Sales and Marketing to ensure high-quality event experiences for senior stakeholders. The ideal candidate should have over 5 years of B2B events management experience in a high-growth environment and be adept in logistics and vendor negotiations. This role includes travel (40-50%) and offers a competitive Total Rewards package, including unlimited PTO and a lucrative bonus plan. #J-18808-Ljbffr
    $92k-123k yearly est. 1d ago
  • 6-8th Grade ELA Teacher

    Accel Schools 4.5company rating

    Riverside, CA job

    About the Team ACCEL Schools is hiring a highly qualified 6-8th Grade ELA Teacher at Riverside Academy in Cincinnati, Ohio dedicated to providing a superior education for all students. We are seeking teachers who are passionate and dedicated to bringing the curriculum to life for each student. We want our teachers to be excited to create a positive classroom environment that prioritizes student learning and social-emotional development. Be part of the difference at Riverside Academy! Located near the Ohio River and Embshoff Woods Nature Preserve, Riverside Academy has served the westside community of Cincinnati since 2003. The public charter school offers EK-8th grade students a well-rounded, college-prep education featuring a hands-on, social-emotional learning approach. Known for its close-knit learning environment and nurturing teachers and staff, Riverside fosters strong partnerships within the community. Riverside Academy is part of ACCEL Schools, an established network of public charter schools serving K-12 students throughout the United States since 2014. About the Opportunity: Responsibilities of the Teacher include to- Prepare and deliver lesson plans with the ability to modify accordingly during the school year Differentiate instruction to meet the needs of all students Maintain accurate and complete records of students' progress and development Utilize research-based best practices in daily planning and classroom instruction Manage student behavior in the classroom Create a positive classroom environment for students to learn in Utilize school approved curricula that reflects the diverse educational, cultural, and linguistic backgrounds of the students Implement school-wide culture expectations and norms Communicate and meet with families regarding the academic and social-emotional growth of their child Incorporate technology skills into daily classroom practice to support learning Participate in the planning and implementation of non-instructional activities, as needed Collaborate and communicate effectively with colleagues Perform other duties as assigned About You: Active and current state of Ohio teaching license in appropriate content area Bachelor's degree in education or related field High level of comfort working in a growth-focused coaching environment based on frequent observations, debriefs, action planning, and progress monitoring Excellent written and verbal communication skills Ability to properly manage confidential information Able to supervise students of various ages in different school settings (playground, cafeteria, etc.) Ability to pass federal and state criminal background checks Experience working within an urban environment About Us "We believe that every child should be able to be anything they want in life, regardless of their birthplace and circumstances." - Ron Packard, CEO & Founder ACCEL Schools is a network of 80+ high-performing, public charter schools serving PK-12 students. We proudly advocate for school choice and work to address educational inequities throughout the United States. Our schools are inclusive and widely differ to reflect the unique values of the many urban, suburban, and rural communities we serve. Our brick-and-mortar, virtual, and hybrid schools specialize in closing educational gaps and offer innovative models such as career-technical education, sports training, bilingual programming, and more. We have been recognized and praised by legislators, authorizers, and researchers for providing exceptional education options to students in historically under-resourced communities. We offer the following benefits: Compensation The salary range for this position is $44,500-54,000. Factors which may affect starting pay within this range may include geography/market, skills, education, experience, and other qualifications of the successful candidate. Life benefits - time & peace of mind Paid time off Retirement contributions Optional Basic Life and AD&D insurance Voluntary life insurance (employee, spouse, child) Discounted childcare at Early Learning Academies locations Health benefits - stay well & thrive Medical, dental, and vision insurance Employee Assistance Program Voluntary short-term disability insurance Voluntary long-term disability insurance Career benefits - keep growing Career advancement opportunities throughout Accel Schools and our strong network of 4,000+ instructors and education professionals EQUAL EMPLOYMENT OPPORTUNITY It is our policy to abide by all federal, state and local laws prohibiting employment discrimination based solely on a person's race, color, religious creed, sex, national origin, ancestry, citizenship status, pregnancy, childbirth, physical disability, mental and/or intellectual disability, age, military status, veteran status (including protected veterans), marital status, registered domestic partner or civil union status, familial status, gender (including sex stereotyping and gender identity or expression), medical condition, genetic information, sexual orientation, or any other protected status except where a reasonable, bona fide occupational qualification exists. #INDMS
    $44.5k-54k yearly 8d ago
  • Investment Banker - Pharma/BioTech - Vice President

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    Job Information Job Identification 210562876 Job Category Client Management Business Unit Corporate & Investment Bank Posting Date 11/05/2024, 10:38 PM Job Schedule Full time Job Description We are seeking a seasoned Vice President to join our industry-leading team. As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and #J-18808-Ljbffr
    $155k-236k yearly est. 2d ago
  • Nonprofit Canvass Director for Local PBS & NPR Station - $24/hr

    Donor Development Strategies 3.7company rating

    San Diego, CA job

    Donor Development Strategies (DDS) in collaboration with your local PBS & NPR station is searching for a dedicated Nonprofit Canvass Director to lead our grassroots efforts. This crucial role involves fundraising and community engagement to support public media outlets like PBS and NPR. We offer a structured 40-hour work week along with comprehensive benefits, including healthcare options, dental and vision plans, a 401(k), and Paid Time Off. Role Overview and Responsibilities The Nonprofit Canvass Director is a pivotal position where you will lead, manage, and inspire a team to meet and surpass fundraising targets. If you are passionate about public media and excel in leadership, we encourage you to apply. Field Leadership and Fundraising Lead by Example: Participate in field canvassing 4-5 days per week. Training: Implement comprehensive training for canvassing staff to ensure achievement of goals. Performance Targets: Meet and exceed minimum set quotas for fundraising and canvassing activities. Staff Management and Development Supervision: Create and implement effective training plans for new and existing staff. Accountability: Ensure staff adherence to schedules, quality standards, and professional protocols. Administrative Duties Data Management: Collect and ensure the accuracy of data related to daily operations and fundraising efforts. Resource Management: Oversee the security and confidentiality of donor contributions and reach goals in financial stewardship. Communication and Collaboration Team Engagement: Maintain open communication channels within the director team and report to the Project Manager. Professional Liaison: Represent DDS professionally in all interactions with stakeholders and team members. Preferred Qualifications and Skills Experience: Prior experience in canvassing, fundraising, organising, or leadership roles is highly desirable. Technological Proficiency: Familiarity with Microsoft Office and cloud-based storage platforms is essential. Communication: Outstanding verbal and written communication skills are necessary for public and team interaction. Organisational Skills: Strong attention to detail, exceptional time management, and multi-tasking capabilities. Work Environment and Physical Requirements Canvassing: Ability to commit to up to 5 hours of outdoor walking most days per week. Flexibility: Must be available to work Saturdays and possibly some holidays. Compensation and Benefits Salary: Competitive pay of $24.00 per hour with potential for bonuses based on fundraising success. Benefits Package: Includes healthcare, vision, dental, 401(k) with employer contributions, and Paid Time Off. Reimbursements: Mileage reimbursements at the IRS Rate for work-related driving. If you are passionate about making a difference through public media and meet these qualifications, your next career opportunity awaits with us! #J-18808-Ljbffr
    $24 hourly 3d ago
  • Senior Field Engineer

    Circle Internet Services Inc. 4.5company rating

    San Francisco, CA job

    We prioritize the health and wellbeing of our employees through our comprehensive benefit package, including generous paid time off to rest and recharge, holistic mental health support, and benefits covering employees up to 100%. Growth At CircleCI, employees have ample opportunity to learn new skills, including project-based learning and presentations from our colleagues. Your continued professional development is important to us because it's important to you. Flexibility What does it mean to work at CircleCI? For us, flexibility is key. As aSenior Field Engineer at CircleCI you will be the customer's trusted technical advisor throughout the sales and retention lifecycle. You'll provide hands‑on advice for cloud‑based and single‑tenant deployment and product guidance with CircleCI's largest prospects and customers. You will serve as the technical expert and owner of deal validation strategy, collaborating with account executives and success managers to identify customer business goals, needs, and pains and showing how CircleCI can address them. What You'll Do Lead the technical implementation and day‑to‑day management of CircleCI Demonstrations and proof‑of‑concepts. Demonstrate the technical feasibility, integrated into our customer's technology stack, ensuring early customer success and a long‑term business relationship. Serve as a technical advisor and subject matter expert for customers, offering guidance on product implementation, adoption, and best practices. Conduct in‑depth analysis of customer use cases, identify opportunities for product optimization, and provide feedback to internal teams for improvements. Support strategic planning conversations with customer executives; connecting software delivery challenges with corporate objectives, articulating their full business impact. Lead technical discussions with enterprise clients, addressing complex issues, customizations, and integrations to meet customer‑specific requirements. Develop and deliver technical training sessions, workshops, and documentation to empower customers to maximize the value of CircleCI products. Stay up‑to‑date on industry trends, product updates, and emerging technologies to continuously enhance your technical knowledge and customer support capabilities. What We're Looking For 5‑10 years experience as an engineer in the application development, devops, or CI/CD space. Extensive experience with solutions selling in a technical customer‑facing role, such as Sales Engineer, Solutions Engineer, Customer Success Engineer, or similar position, preferably in a SaaS or software development environment. Strong proficiency in CI/CD concepts, DevOps practices, software configuration, and scripting languages like Python, Shell, etc. Knowledge of Docker or Linux containers in general. Outstanding presentation skills. You feel comfortable leading presentations and demos of our platform to groups, both technical and non‑technical, in‑person and virtually. Proven track record of engaging with enterprise clients, understanding their technical requirements, and delivering solutions that drive customer success. Ability to work collaboratively with cross‑functional teams, Sales, Product, and Engineering, to advocate for customer needs and provide valuable insights for product enhancement. Ideal Candidates might also have: Experience developing mobile applications across iOS and Android devices. Strong ops/infrastructure knowledge, especially networking and security. About CircleCI CircleCI is the world's largest shared continuous integration/continuous delivery (CI/CD) platform, and the hub where code moves from idea to delivery. As one of the most‑used DevOps tools-processing more than 1 million builds a day-CircleCI has unique access to data on how engineering teams work, and how their code runs. Companies like Spotify, Coinbase, and BuzzFeed use us to improve engineering team productivity, release better products, and get to market faster. Founded in 2011 and headquartered in downtown San Francisco with a global remote workforce, CircleCI is venture‑backed by Base10, Greenspring Associates, Eleven Prime, IVP, Sapphire Ventures, Top Tier Capital Partners, Baseline Ventures, Threshold Ventures, Scale Venture Partners, Owl Rock Capital, Next Equity Partners, Heavybit and Harrison Metal Capital. United States Base Pay Range $153,000 - $191,000 USD We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. CircleCI is an Equal Opportunity and affirmative action employer. We do not discriminate based upon race, religion, color, national origin, sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, or status as an individual with a disability. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law. #J-18808-Ljbffr
    $153k-191k yearly 3d ago
  • performance Engineer/tester

    Omega Solutions Inc. 4.1company rating

    San Francisco, CA job

    This is Ashok from Omega solutions. This is regarding an immediate opening for Performance Engineer. please find the below description and let me know your interest. Job details: Performance Engineer III Duration: 05+ Months Description : Designs, configures and runs performance tests, collects performance data, profiles the code, designs architecture and code changes to improve performance, implements code changes or works with other developers to implement changes as appropriate. Seasoned Professional 5+ years experience. Additional Information If you are interested in this opportunity, please email me your most update resume: I look forward to connecting with you on this and/or other opportunities. I am always looking to network, so if you are in the market or just interested in hearing about future opportunities, please send me a current resume along with your hourly compensation requirements. #J-18808-Ljbffr
    $121k-168k yearly est. 5d ago
  • Advisor Development Program Client Associate

    Bank of America 4.7company rating

    Sacramento, CA job

    Sacramento, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************* **:** **Advisor Development Program Client Associate** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. **Job Description:** The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP. This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team. Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client's complex financial picture and guiding them with advice and solutions. Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey. **The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:** + Developing a book of business in order to meet and exceed established performance hurdles + Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs + Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences + Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning + Organizing and managing resources (time, people, budget) to run a productive practice + Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client + Completing mandated training, assessments, performance goals and continuing education requirements **We'll help you** + **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success. + **Get training and one-on-one coaching** fromour-award winning Academy at Bank of Americaand local leadership who are invested in your success. + **Grow your business knowledge** by using a defined consultative approach to systematically identify client needs and appropriate solutions. + **Provide end-to-end comprehensive advice** , deliver clientreviews/presentationswith confidence and recommend strategies to help achieve their financial goals and life priorities. + **Collaborate with core banking and investment partners.** Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. **Required Qualifications:** + Displays confidence working as a self-starter in a sales role + Builds strong client relationships through effective communication and collaboration + Displays a proactive mindset and effective time management + Demonstrates a results-driven growth mindset and prioritizes client interests + Identifies appropriate client solutions through application of learnings and new information + Exceptional interpersonal and relationship building skills + Effective communication skills (written and verbal) + Proven ability to quickly build trust and credibility + Proven ability to assess needs of and recommend appropriatesolutions + Proven ability to work both collaboratively on a team with key partners and independently + Proven ability to listen and probe for clarity and understanding + Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking + Strong follow-through skills + Computer/technical literacy and proficiency in applications such as Microsoft Suite **Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of work experience + Learns and adapts to new technology or applications + Executes multiple tasks simultaneously **Job Responsibilities:** + Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed + Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA + Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs **Skills** **:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Trade Operations Management + Administrative Services + Client Investments Management + Emotional Intelligence + Referral Identification + Written Communications This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA. **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $44k-53k yearly est. 6d ago
  • Entry Level - Associate Member Relationship Specialist (Part-Time Teller 1 - Rancho Cucamonga)

    Arrowhead Credit Union 3.6company rating

    Rancho Cucamonga, CA job

    Are you warm, caring, friendly, and passionate about providing excellent service? Are you excited about giving back to your community? Are you looking for an entry-level position that promises career development? If so, we want to talk to you - we are currently looking for Customer Service Superstars to join our Team! An Associate Member Relationship Specialist (Teller 1) provides exceptional face-to-face member service in our branch locations. Position hours vary between: * 8:30 am - 5:30 pm Monday through Friday * 8:30 am - 2:30 pm Saturday This opportunity is ideal if you are: Excited about providing amazing service to our members and the community. Looking for a position that will establish and grow your career. Interested in learning how to open financial memberships and assist with loan requests. Passionate about financial education and finding solutions. Essential Functions and Responsibilities Personally, provides exceptional member service; uses Service Standards in every work-related interaction. Actively participates in meeting the goals of the department and the Credit Union. Provides excellent service by using a positive and professional tone to assist members and team members accurately, thoroughly, and as efficiently as possible while maintaining consistent and friendly service. Uses organizational tools and techniques to complete tasks on time and successfully manage multiple competing priorities simultaneously. Service Assists members with routine transactions and service requests, including but not limited to; positively identifying individuals, negotiating checks, receiving deposits, card services, etc. Assists with member research and problem resolution. Accurately completes member service requests, and places proper attention to data accuracy, policies and procedures, cash management and balancing, and branch safety/security routines. Works within given limits and authority; proactively seeks supervisory assistance as needed. Promotes credit union products and services and actively refers members to credit union partners as appropriate. Has an open mind; can conceptualize and proactively solve problems in pursuit of exemplary service to members, teammates, and the organization. Is courageous and willing to make decisions that result in positive member outcomes. Development Exemplifies the attitude, aptitude, and ability to learn quickly and efficiently while showing assertiveness in personal development. Successfully completes all learning events and academies on schedule, effectively communicating with mentors and leaders with the purpose of achieving learning objectives. Actively participates in organizational projects and promotions; Develops a thorough knowledge of credit union products, services, rates, and partnerships. Suggests and participates in credit union community service opportunities and events. Maintains a working knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML) and Office of Foreign Asset Controls (OFAC) and complies with all laws and regulations applicable to area of responsibility. Regular and predictable attendance and punctuality. Other duties as assigned and deemed necessary by Supervisor to achieve the goals of the department and the Credit Union. No aggressive sales goals - our focus is serving Members. Benefits Include: (not a complete list) Wellbeing Weekly pay 401K Retirement Savings Plan with company match Paid time off accrual begins upon hire Paid sick leave Company-provided life insurance at up to twice your annual salary Financial Education Programs DoorDash DashPass Health Medical, Dental, and Vision Insurance for part-time and full-time employees Modern Health Care.com subscription Teladoc Pet Insurance Career Development * Career development opportunities * Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program. To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation. The pay range for this position is listed below. Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity. Pay range: Minimum: $22.32/hour | Midpoint: $27.22/hour | Maximum: $32.12/hour
    $22.3-32.1 hourly 6d ago
  • Strategic PM, Payments - Risk & Compliance

    Veem 4.5company rating

    San Francisco, CA job

    A leading financial technology firm based in San Francisco is seeking a Principal Product Manager for Risk & Compliance to drive the vision and roadmap for compliance products. This role requires extensive experience in product management related to risk and compliance within the fintech sector. You will collaborate with various teams to ensure regulatory adherence while innovating customer-friendly solutions. The position offers a competitive salary, equity options, and a flexible working environment. #J-18808-Ljbffr
    $76k-116k yearly est. 3d ago
  • Head of Sales, NA - SaaS GTM & Growth Leader

    Antler 3.7company rating

    San Francisco, CA job

    A tech company is seeking a Head of Sales (North America) to build and lead their sales motion in the US. You will own revenue targets, coach Account Executives, and shape the systems necessary for success. Ideal candidates have experience leading SaaS sales teams, building go-to-market strategies, and navigating fast-paced environments. This role offers an opportunity to significantly impact the company's growth in the North American market, focusing on both startups and large enterprises. #J-18808-Ljbffr
    $140k-214k yearly est. 2d ago
  • Senior Capital Markets & Credit Analytics Lead

    Goodleap, LLC 4.6company rating

    San Francisco, CA job

    A leading technology financing company in San Francisco is seeking a Sr. Capital Markets & Credit Analytics Analyst to enhance capital markets performance through data-driven insights. The role involves developing credit strategies, conducting market research, and engaging in financial modeling. Ideal candidates have 4-6 years of experience, strong skills in SQL and Python, and a passion for credit analytics. The position offers a competitive salary between $105,000 and $140,000 annually, with opportunities for professional growth. #J-18808-Ljbffr
    $105k-140k yearly 1d ago
  • Loan Disbursement Specialist

    California Bank & Trust 4.4company rating

    Irvine, CA job

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are currently seeking a Loan Disbursement Specialist to join our Construction Disbursements Team located in downtown Salt Lake City, Utah. The Construction Disbursement Administration (CDA) group is responsible for managing roughly 200 commercial construction projects simultaneously. We work with multiple departments around the Bancorp to ensure that construction is progressing properly and all agreements within the loan documentation are being followed by all parties. We have currently switched to a new construction monitoring system and are working to streamline and improve our processes in all aspects of construction monitoring. The Salt Lake City group works closely with one another and we maintain a collaborative mentality when monitoring the construction loans assigned to us. We are looking for someone who is willing to work hard and jump in with both feet into our team and help us maintain our high standards of service within the department. The Disbursement Specialist will: * Review, analyze and process customer loan draws for commercial and residential construction projects, loan fund disbursements, equity draws, etc., including review of invoices, lien waivers, and budget. * Prepare payoff quotes, credit bids, default letters and loan modifications. * Schedule and direct pre-construction discussion with Borrower, Builder, and RM when requested. * Administer participation loans, coordinate with participating/lead bank(s). * Order, input, and review inspection reports. * Updates and maintains various reports and ticklers for loan maintenance. * Assists with and may serve as liaison with lenders, loan administration, and outside vendors. * Monitor and may process interest rate changes. * Review loans for past due status, insurance coverage, tickler exceptions, etc. * Ensure loan administration is consistent with loan documents, bank and department policies and procedures. * Other duties as assigned. Requirements: * Some experience with commercial, construction or loan servicing process and procedures, loan documentation or processing or other directly related experience. * Basic knowledge of lending disbursement processes, procedures and loan documentation. * Basic knowledge of standard construction budget and loan servicing practices and techniques. * Must have good audit, problem solving, data entry and customer service skills. * Ability to review and process data per loan documentation. * Good time management and organizational skills. * Must be accurate, detail oriented and able to multi-task. * Good communication skills, both verbal and written. * Basic knowledge of computer software programs such as word, excel, etc. * Requires High School Degree or Equivalent * A combination of education and experience may meet job requirements. Location: This position is 5 days in-office and can be filled at our downtown office in any of the following locations: * Phoenix, AZ * Irvine, CA * Houston, TX * Salt Lake City, UT Pay range (depending on location and experience): $19-32/hr Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
    $19-32 hourly 6d ago
  • Investment Banking Associate, Technology - San Francisco

    Moelis & Company 4.9company rating

    San Francisco, CA job

    Investment Banking Associate, Technology - San Francisco page is loaded## Investment Banking Associate, Technology - San Franciscolocations: San Franciscotime type: Full timeposted on: Posted 30+ Days Agojob requisition id: REQ101872*We are passionate about our business and our culture, and are seeking individuals with that same drive.*We are currently seeking an experienced Associate to join our Technology financial advisory practice in San Francisco.Moelis Associates are expected to assume significant levels of responsibility requiring intellectual curiosity, leadership and analytical aptitude. The day-to-day responsibilities of an Associate include: financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients. A sophisticated level of interpersonal skill is required.Ideal candidates must also possess:* Excellent analytical and presentation skills* Knowledge of basic accounting and financial concepts; ability to analyze and value businesses* Experience in Investment Banking (corporate finance/M&A) or equivalent* A drive for results, and ability to perform well under pressure and against tight deadlines* Team player mentality, and ability to effectively interact with a wide variety of internal groups and clients* Strong multi-tasking skills* Exceptional Microsoft Office suite (Excel a must) and financial reporting skills* Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred Expected Salary Range USD $175,000 - $225,000*We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,* *religion, color, sex (including pregnancy* *and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.* *This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.*Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company's experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients from 23 geographic locations in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: or follow us on X . #J-18808-Ljbffr
    $175k-225k yearly 5d ago
  • CA-WA Community Mortgage Bank Sales Consultant (SAFE) -Bilingual Spanish

    Wells Fargo 4.6company rating

    Los Angeles, CA job

    About this role: Wells Fargo is seeking a Community Mortgage Bank Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. For additional information on this line of business, refer to the external Careers Site at *********************** In this role you will: * Sit within assigned bank branches and originate mortgage loans. Collaborate with branch leadership, participate in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes. Perform miscellaneous duties as needed and required * Conduct outbound calls to existing and prospective customers regarding mortgage loan products and complete associated tracking activities * Interact with customers to understand their needs and provide them with high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs * Process loan applications for mortgage transactions and review rates and terms within guidelines * Maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication * Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements * Adhere to policies, underwriting requirements, compliance requirements, and loan procedures. Collaborate with fulfillment partners to meet the needs of our clients throughout the origination process * Stay informed of mortgage industry trends and developments in the assigned market and develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education * Bilingual speaking and reading proficiency in Spanish/English Desired Qualifications: * 2+ years of mortgage retail sales experience * Expertise of general lending products and overall mortgage industry experience * Experience with retail residential mortgage, purchase fundings over the past 12 months referred primarily from established, local or external sources * Established relationships with diverse realtor organizations and affordable lending nonprofits in assigned market * Experience with community loan products inclusive of specialized LMI mortgage solutions, lender paid assistance programs and 3rd party assistance programs * FHA/VA & conventional loan experience is preferred * Knowledge and understanding of sales prospecting and generating referrals * Experience with educating clients on various mortgage purchase programs * Experience developing and cultivating professional relationships * Customer service experience * Basic Microsoft Office skills * Excellent verbal, written, and interpersonal communication skills * Ability to provide leadership by coaching, training, and mentoring Job Expectations: * Willingness to travel * Must take and pass required Spanish language assessment * Reliable transportation * Ability to work nights, weekends, or holidays as needed or scheduled * Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary * This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $0.00 - $0.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 1 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $59k-102k yearly est. 2d ago
  • Public Media Fundraising Canvass Director

    Donor Development Strategies 3.7company rating

    San Diego, CA job

    A nonprofit organization in California is seeking a Nonprofit Canvass Director to lead grassroots fundraising efforts for public media. This pivotal role requires strong leadership skills and a passion for community engagement. The successful candidate will manage a team, train staff, and ensure fundraising targets are met. Competitive pay of $24.00 per hour and comprehensive benefits are offered, including healthcare and 401(k). #J-18808-Ljbffr
    $24 hourly 3d ago

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