Financial Solutions Specialist - Loans & Member Guidance
Mission Fed Credit Union
Mission Fed Credit Union in San Diego is looking for a Financial Product Specialist dedicated to providing excellent service and guiding members through loan solutions. The ideal candidate will assist with consumer loans, ensuring compliance and accuracy while working in a fast-paced environment. A high school diploma and relevant experience in financial institutions are essential. We offer competitive pay, great culture, and 18 days of PTO! #J-18808-Ljbffr Mission Fed Credit Union
$77k - $202k
...providing consulting services related to financial management and strategy. These... ...analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise... ...functional stakeholders, mentor junior team members, and build strong client...SuggestedFull timeH1b$99k - $232k
...helps clients optimise and align financial planning, consolidation,... ...for coaching, leveraging team member's unique strengths, and managing... ...specific PwC tax and audit guidance), the Firm's code of conduct,... ...performance management solutions that help clients modernize planning...SuggestedFull timeH1b- SAN-Diego-County-Credit-Union is looking for a Financial Service Representative I to serve members in San Diego. This full-time role involves providing excellent service, assisting in opening accounts, and promoting various products. Qualifications include a high school...SuggestedFull time
- ...Financial Solutions Advisor Registration Candidate - Northern San Diego Market San Diego, California To proceed with your application,... ...specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
- ...Process Consultant, ServiceNow Finance & Procurement (Source-to-Pay) Solutions The Role A Business Process Consultant (BPC), is a... ...requirements throughout and at key stages of an engagement Be a lead member of an overall engagement project team focused on delivering...SuggestedContract workWork at officeRemote workFlexible hours
- ...Financial Fitness Coach The Financial Fitness Coach... ...coaching services to its members and local community.... ...appropriate financial solutions; and help clients to... ...members. Provides guidance regarding money management... ...for possible loan restructure and/or extension...Work at officeLocal area
$28.85 - $33.65 per hour
Role Overview As a Financial Solutions Advisor Stage I (FSA I), you will begin by obtaining your Securities Industry licenses, receive dedicated... ...requirements. All employees engaged in residential loan mortgage originations must register with the federal registry...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$41.71k - $69k
...customer needs and provides advice and guidance regarding financial solutions that are in the best interests of... ...policies and procedures. Acts as a key member of a collaborative and versatile... ...will act as an originator of consumer loans as defined by RegulationZ,...Part timeLocal areaImmediate startDay shift$26 - $33 per hour
...Relationship Banker in Santee, California. In this role, you will focus on providing excellent care to members while processing loans and opening accounts, ensuring their financial needs are met. You'll be part of a supportive team that values training and development. This...Hourly pay$73.21k - $106.63k
...support in the management of the financial aspects of UC San Diego's... ...problems, independently formulates solutions and makes recommendations to... ...to the department. Provides guidance to part-time, student and... ...Proven ability to function as a member of a team. Demonstrated...Hourly payFull timePart timeWork at office$25.83 - $28 per hour
...expectations of both our customers and team members! Benefits for Full-Time Employees... ...Submitting PPAs documents and funding loans Intermediate Excel skills Required... ...independently trouble shoot issues and recommend solutions Physical Requirements: Ability...Full timeLocal areaMonday to Friday$95k - $98k
Financial Specialist Must have or be able to obtain a Public Trust clearance A Financial Specialist... ...encumbrances. Assists other staff members in the unit by reviewing complex financial... ...Information: Cherokee Strategic Solutions provides support, services, and solutions...Full time$91k - $116k
...data driven insights, modern analytics solutions, and advanced BI platforms. This role... ...leader for Sales teams through hands-on guidance to increase analytics adoption and maturity... ...competitive salaries to our team members. Employees scheduled to work 30 or more...Temporary workWork experience placementRemote workFlexible hours- ...Relationship Banker to build and maintain strong member relationships. In this role, your... ...include opening new accounts, processing loans, and ensuring the confidentiality of member... ...candidate will have at least 3 years of financial experience and 1 year with loans or...
- Provide exceptional member service; using Automated Decision Systems, process loan applications and fund loans; establish new memberships and open new accounts.... ...efforts with the appropriate department (Insurance, Financial Services, etc.) as needed. Achieve assigned goals...Work at office
$56k - $94k
...that are willing to develop solutions on their own or in a team of... ...professionals. Project team members are provided the opportunity... ...Finance. TWO (2) or more years in financial/accounting operations,... ...Long-Term Disability Student Loan PayDown Tuition Reimbursement...Temporary workFlexible hours- ...department for Altus Schools. Assure financial stability; contribute to the... ...and provide information and guidance as necessary. Prepare and... ...evaluations of finance team members. Responsible for renewal of... ...creative and effective solutions for meeting the financial needs...Work at officeLocal area
$122.4k - $228k
...drive holistic business solutions. Delivers reports... ...strategic advisory on loan products, options, rates... ...strategic advice on financial solutions and ensuring... ...level and serves as a specialist resource to senior leaders... ...the world. As a member of the BMO team you...Contract workPart timeWork experience placementLocal areaShift work- ...Help You will serve as a Financial Management Analyst in the S-8... ...You will provide oversight, guidance and analysis on Defense... ...appointment of retired military members within 180 days immediately following... ..., Relocation or Student Loan Repayment) may be authorized...Permanent employmentFull timeTemporary workPart timeInterim roleWork at officeImmediate startRelocationRelocation package
$80k - $124k
...Payroll Title: FINANCIAL ANL 3 CX Department: INFORMATION SERVICES... ...cross-training existing team members. MINIMUM QUALIFICATIONS... ..., as well as providing guidance and training to staff. Independent... ...issues and developing solutions to resolve discrepancies....Hourly payContract workTemporary workLocal areaRemote workMonday to Friday$122.4k - $228k
...drive holistic business solutions. Delivers reports... ...strategic advisory on loan products, options, rates... ...strategic advice on financial solutions and ensuring... ...level and serves as a specialist resource to senior leaders... ...the world. As a member of the BMO team you...Part timeWork experience placementLocal areaShift work- ...Axos Invest is seeking a Financial Specialist who creates and develops relationships... ...They introduce Axos Invest solutions, deepen relationships with... ...and training to their team member(s) in the Client Service... ...Plan ~ Employee Mortgage Loan Program and free access to an...Work at officeLocal area
- ...guiding military families toward financial security since 1958. We're... ...comprehensive financial guidance that evolves with our clients... ...planning, tax strategies, insurance solutions, day-to-day finances, and... ...Command Brokerage Services, Inc. (Member SIPC , FINRA ), First...For contractorsLocal areaShift work
$75k - $125k
...a premier California-focused financial services company dedicated to... ...wealth while providing expert guidance to navigate complex financial... ...relationships with each member of the banking team. Your focus... ...and educate, develop tailored solutions, recommendations, and implementing...Work experience placementWork at officeLocal areaFlexible hours$155k - $205k
...maintain, modify and update project plans and guidance documents, including strategic plans and... ...related problems and propose innovative solutions to address them. • Develop project and... ...to work independently and as a team member. • Ability to learn and apply project...Work at officeLong distance$90.23k
...Reporting • Leads internal financial, planning, and... ...operational and administrative guidance to management. Manages... ...Finance Operations Specialist Group: ISO... ..., deliver world-class solutions and bring diverse perspectives... ...from any other member of the CDM Smith staff...Full timeH1b$37 - $65.5 per hour
...Fargo, we're more than a financial services leader - we'... ...to deliver integrated solutions across deposits,... ...comprehensive, multi-product guidance and ongoing reviews... ...Serve as an active member of the branch team by... ...after your start date.Loan Originators must meet...Temporary workWork experience placementImmediate start$100k - $150k
...Crest Capital Advisors, a member of the Hightower... ...Founded by 30-year industry specialists, Crest Capital has... ...administration of client financial accounts and... ...contributions ~ Student loan assistance ~ Pet insurance... .... Hightower's capital solutions, operational support...Permanent employmentLocal areaMonday to Friday- ...Development Program - Financial Advisor: San Diego Market... ...investment advice and guidance. Merrill's Financial... ...the appropriate internal specialists, and executing highly customized solutions to meet client needs... ...engaged in residential loan mortgage originations must...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$122.4k - $228k
...drive holistic business solutions.Delivers reports to... ...strategic advisory on loan products, options, rates... ...strategic advice on financial solutions and ensuring... ...level and serves as a specialist resource to senior leaders... ...around the world.As a member of the BMO team you...Contract workPart timeWork experience placementLocal areaShift work
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