- SolomonEdwards (CA)
- …contributor to facilitate efficient and effective processes that support business and customer service objectives. Position Locations: Moorpark, CA Pasadena, CA ... California ,USA About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full- service professional services firm offering financial, operational, and technology… more
- JPMorgan Chase (Del Mar, CA)
- …inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can ... services for their needs + Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts… more
- Carrington (Anaheim, CA)
- …player who enjoys collaborative work as well as individual responsibilities + Strong customer service orientation and high attention to detail. + Bachelor's ... in similar training and development position preferred. **Our Company:** Carrington Mortgage Services is part of The Carrington Companies, which provide integrated,… more
- City National Bank (San Francisco, CA)
- …a lead capacity preferably with a financial institution/loan environment, with an emphasis in customer service and meeting deadlines * Minimum 5 years of MS ... the daily operations of boarding consumer loans. Provides excellent service and quality control oversight to ensure accuracy and...funding new and renewed consumer loans such as 1st mortgage and various loan products. Ensures all advances, wires,… more
- San Francisco Federal Credit Union (San Francisco, CA)
- … service console, knowledge base, and omnichannel support, to optimize customer service workflows. Configure and implement Salesforce Financial Services Cloud ... configure Salesforce Marketing Cloud for targeted marketing campaigns, lead nurturing, and customer segmentation. Use Salesforce Service Cloud to configure case… more
- Mastercard (San Francisco, CA)
- …executing strategies that rapidly scale partnerships with acquirers, processors, Payment Service Providers (PSPs), credit platforms, mortgage enablers, and ... lead the activation strategy and go-to-market enablement of our channel partners within the Open Banking Customer Success team. This role is pivotal in designing and… more
- US Bank (Inglewood, CA)
- …Qualifications:** - High school diploma or equivalent - Four to five years of customer service experience - Four to five years of sales experience **Preferred ... systems - Thorough knowledge of all retail products and services - Proven customer service and interpersonal skills - Experience in participating in sales… more
- PNC (Riverside, CA)
- …successful in this position. **Preferred Skills** Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service , Identifying ... base through a variety of proactive sales and service activities. Manages the customer experience by...any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the… more
- PNC (San Ysidro, CA)
- …successful in this position. **Preferred Skills** Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service , Identifying ... while increasing share of wallet. From a variety of customer interactions, participates in proactive sales and service...any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the… more
- Citigroup (Pleasant Hill, CA)
- …+ 1-3 years relevant experience + Required Skills: + Experience with face-to-face customer service , digital engagement and basic sales/referrals + Open, client ... partners as necessary (eg leverage video conference for FA, mortgage specialist, etc.) + Take full ownership of clients'...on a 40 hour work week. **Job Family Group:** Customer Service **Job Family:** Branch Service… more