- US Marine Corps (Twentynine Palms, CA)
- …individuals, couples and families and make recommendations for services. Include client in service plan development. Exercise clinical judgment to apply expertise ... in conducting initial assessments to match the client 's needs to the most appropriate resources. Conduct ongoing risk assessment and conduct immediate safety… more
- Actalent (Carlsbad, CA)
- …other federal standards. The position requires managing submittals, RFIs, daily documentation , and all necessary government reporting. The Quality Control Manager ... and ensure that all work aligns with approved plans and specifications. Digital documentation systems will be maintained to ensure accurate project records. The role… more
- Citigroup (Los Angeles, CA)
- …is not limited to, loan closing and servicing coordination, facilitating complex client onboarding, data management, and quality control. The team is accountable for ... investors, government agencies). + Review and analyze complex legal documentation , including loan agreements, partnership agreements, deeds of trust, regulatory… more
- Banc of California (San Luis Obispo, CA)
- …all bank requirements and guidelines have been met and that appropriate documentation were provided. + Analyze prepared Balancing Sheet when assistance is needed ... AVP, Senior Loan Administrator collaborates closely and effectively manages expectations with client , Relationship Managers, and others on the loan team to ensure… more
- Capital One (Sacramento, CA)
- …updates on specific areas of interest as needed. + **Steward of documentation :** Create structure for defining, executing, and maintaining system documentation ... for both tech efforts as well as gathering, storing, & organizing documentation for well-managed partners (legal, risk, compliance). + **Testing Planning &… more
- Cayuse Holdings (Sacramento, CA)
- …for the company, with primary focus on growing profitable and high client satisfaction business. Working closely with the Cayuse Government Operations leadership ... Portfolio Leads, Business Development, Service Line Managing Directors and Client Account Leads as they perform their roles and...solutions. + Ability to accurately and timely complete required documentation to close a deal. + Strong work habits… more
- JPMorgan Chase (Palo Alto, CA)
- …Our Global Payments Corporate Sales team where you will drive strategic client partnerships, ensuring business retention and growth in a dynamic, global environment. ... sales support to Payments Sales Managers (PSMs) and Payments Client Managers (PCMs). This role is critical in ensuring...of account plans, and assist in the preparation of documentation for account reviews and strategy sessions + Schedule… more
- Bank of America (Aliso Viejo, CA)
- …Job expectations include effectively balancing sales performance, operational risk, and client relationship care. This position may be responsible for the provision ... through the full spectrum of borrowing and banking offerings at each stage of client 's life plan + Builds and deepens relationships with new and existing clients by… more
- City National Bank (Irvine, CA)
- …This may be accomplished through identifying and promoting solutions to fulfill client needs, obtaining referrals from existing customers, and maintaining an active ... relationships and supports other CNB departments and colleagues to provide client and prospect solutions. Participates in community activities as a representative… more
- Highmark Health (Sacramento, CA)
- …to educate/train internal staff, streamline, and improve processes and update documentation . + Assists leadership with performing client performance evaluations ... with established turnaround and quality standards. Responsible for building positive client relationships, providing education, and analyzing client claim losses… more