- City National Bank (Los Angeles, CA)
- …* Knowledge of banking operations including debit and credit cards, deposits, wire transfer , lost/stolen checks and cards, telephone transfers, stop payments, ... for deposits, savings, loan, credit cards, ATM/check cards, CDs, IRAs and wire transfers and processes transactions requests as needed. Provides 1st tier technical… more
- Ross Stores, Inc. (Dublin, CA)
- …for accurate and timely processing of letters of credit, open account or wire transfer invoice transactions related to Ross established policies and controls\. ... rewards vary by position and location\. **ESSENTIAL FUNCTIONS:** * Process for Wire transfer /ACH: Review first cost matches to Import PO system, resolve invoice… more
- City National Bank (Los Angeles, CA)
- …and procedures, as well as applicable regulations. * Receive, verify and process all wire transfer requests and answer questions regarding incoming and outgoing ... wire transfers. * Reconcile all transfer transactions to general ledger clearing accounts and inputs confidential data to process transfers. * Handle incoming and… more
- Robert Half Accountemps (Delano, CA)
- …in invoice processing, coding, and payment scheduling. * Familiarity with check runs and wire transfer procedures. * Strong attention to detail and ability to ... authorization before processing. * Ensure timely payment of invoices through checks, wire transfers, or other approved methods. * Match invoices with purchase orders… more
- Robert Half Office Team (Walnut Creek, CA)
- …+ Help facilitate account-related tasks, such as processing beneficiary updates or wire transfer documentation. + Prepare client-facing materials, reports, and ... correspondence ahead of advisor meetings. + Follow up with clients on pending requests, ensuring timely resolution and excellent customer experience. + Maintain compliance and confidentiality standards in all client interactions. If you are interested in this… more
- Carrington (Aliso Viejo, CA)
- …+ Reviews and approves settlement statement from closing agent + Verifies and prepares wire transfer requests + Verifies loan amount, all fees, rates, discount ... points, broker rebates and other funding amounts + Reviews signed loan documents for correct signatures, notary information, title reports and escrow instructions + Inputs funding information into the Encompass loan system(s) + Follows up with any post-closing… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …account service requests, such as: + Processing beneficiary updates + Assisting with wire transfer documentation + Supporting account rollovers with custodians + ... Prepare client-facing materials, reports, and correspondence for advisor meetings. + Follow up with clients on pending requests to ensure timely resolution. + Maintain confidentiality and adhere to compliance standards in all client interactions. Requirements… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …service requests, such as: + Processing beneficiary updates + Assisting with wire transfer documentation + Supporting rollover coordination with custodians + ... Prepare client-facing materials, reports, and correspondence for advisor meetings. + Follow up with clients on pending requests to ensure timely resolution. + Maintain confidentiality and adhere to compliance requirements in all client interactions.… more
- Robert Half Management Resources (El Segundo, CA)
- …including vendor invoice payments, recurring payments, loan payments, and daily wire transfer coordination, ensuring compliance with company policies. * ... Audit & Compliance: Analyze audit requests, support document preparation, address inquiries, and ensure all accounting activities follow internal controls, audit standards, and regulatory compliance. * Problem Resolution: Research, interpret, and resolve… more
- SMBC (Encino, CA)
- …providing cashier's checks, safe deposit access and will accept and assist in processing wire transfer requests. * Assist management with daily reports and the ... preparation of daily, weekly and monthly reporting as assigned. * Support branch audit certifications (ICRP) processes as duties are assigned. * Complies with bank operations and security procedures and participates in all dual-control functions. Safety and… more