• Client Relationship Analyst

    Carrington (Anaheim, CA)
    …Management. + Excellent verbal and written communication skills + Excellent internal/external customer facing skills + Knowledge of various loan servicing ... creating investor presentations, performing ad hoc analysis, and assisting in loan servicing transfers, change management, process improvement and client relations… more
    Carrington (06/04/25)
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  • Sr Private Bank, Lending Specialist Business…

    Citizens (Irvine, CA)
    …The Sr Private Bank Lending Specialist supports the Relationship Manager with their loan portfolio with extraordinary care and service . The Sr lending specialist ... ensuring a high level of quality control from the loan application through closing process. The Senior Lending Specialist...Why Work for Us At Citizens, you'll find a customer -centric culture built around helping our customers and giving… more
    Citizens (05/23/25)
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  • Disclosure Analyst

    NFM Lending (Encinitas, CA)
    …to analyze complex problems, recognize patterns, and implement preventive measures + Excellent customer service skills Top 3 Responsibilities: + Audit the ... and third party vendors to ensure timely delivery of loan documents. Position Summary: The Pre-Closing Analyst will be...program, and NFM Lending's standards by performing audits on loan files. Top 3Must Havesto be a Pre-Closing Analyst:… more
    NFM Lending (04/08/25)
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  • Portfolio Manager - Equity Fund Services

    Comerica (Palo Alto, CA)
    …Description Senior Portfolio Manager Independently manages portfolio of complex customer relationships to ensure ongoing profitability and complete conformity with ... Coordinates with key internal partners to support servicing of existing customer base. Position Responsibilities:Portfolio and Risk Management Retain and manage… more
    Comerica (05/24/25)
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  • Patient Service Specialist

    TEKsystems (San Jose, CA)
    …medical insurance, service -oriented, medical billing, epic, medical scheduling, Customer service , Health care, Customer interaction, communication ... Call center, Data entry, Clerical, Microsoft office, Patient information, Navigation, Customer service skills, Inbound call, Typing, Supervisory skills, Client… more
    TEKsystems (05/29/25)
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  • Field Service Engineer - Remote /Bay Area

    Sartorius (San Francisco, CA)
    …a regular basis, you will be asked to produce timely, accurate, and detailed service reports and prepare customer -facing estimates of repairs. + Pass along ... accomplish together with us: + You will provide exceptional customer care and build positive relationships with customers. +...Legal Services, LTD & STD, Critical Illness Insurance, Student Loan Tuition Refinance Service Sartorius is an… more
    Sartorius (05/22/25)
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  • Commercial Portfolio Manager (C&I) - Emerging…

    BMO Financial Group (Los Angeles, CA)
    …in on-site client visits with other internal stakeholders. + Maintains and promotes a customer service environment which meets and exceeds customer needs and ... lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This… more
    BMO Financial Group (06/07/25)
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  • Portfolio Manager II

    Comerica (Los Angeles, CA)
    …of existing customer base. Position CompetenciesSuccessful incumbents have excellent customer service skills, strong communication skills with the ability to ... Position Responsibilities: Portfolio and Risk Management Retains and manages existing loan portfolio supporting up to two Relationship Managers. Takes ownership of… more
    Comerica (06/06/25)
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  • CA-WA Private Mortgage Banker

    Wells Fargo (San Francisco, CA)
    …+ Produce high quality jumbo loans which are compliant and provide excellent customer service + Build relationships focused on affluent borrowers with realtors, ... low to moderately complex financial and credit data; match customer needs with an appropriate loan program...and understanding of sales prospecting and generating referrals + Customer service experience + Experience working with… more
    Wells Fargo (06/06/25)
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  • CA-WA Mortgage Retail Sales Consultant (Safe)

    Wells Fargo (Irvine, CA)
    …+ Produce high quality loans which are compliant and provide excellent customer service + Build relationships with realtors, builders, financial professionals, ... generating referrals + Experience developing and cultivating professional relationships + Customer service experience **Job Expectations:** + This position… more
    Wells Fargo (04/22/25)
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