Trabajos Accounting & Finance en Santa Rosa, California - Page 2Crear alertas

Job DescriptionBenefits: • Licensing paid by agency, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage customer accounts and update information in the database., • Assist customers with policy changes and inquiries., • Process insurance claims and follow up with customers on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred.

Job DescriptionBenefits: • 401(k), • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off, • Signing bonus Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage customer accounts and update information in the database., • Assist customers with policy changes and inquiries., • Process insurance claims and follow up with customers on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred., • Bilingual Spanish preferred.

Job DescriptionDescription: Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Weekly Working Hours: 40 Redwood Merchant Services, a division of Westamerica Bank is seeking a Bankcard Operations Representative for our Santa Rosa location. We are looking for outstanding people to join on our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. As Bankcard Operations Representative, one must exhibit excellent telephone customer service skills, as well as the following: • Monitor and investigate merchant’s processing activities using a variety of risk tools, • Field customer calls requiring explanation of specific underwriting/risk policies and decisions related to those policies, • Contact banks, merchants and/or cardholders to verify transactions processed through merchant accounts., • Conduct investigations regularly to ensure risk is managed and activity is compliant, • Concisely document your risk assessment findings, • Ensure that efficient and quality services are delivered that meet or exceed agreed service level standards, • Perform merchant account maintenance such as profile and bank account updates, • Collaborate with internal sales and other colleagues to support a successful merchant experience, • Stay current on merchant industry trends specific to the industries we support, • 1-2 years in the merchant services industry with experience specific to fraud and risk (Preferred), • Experience working with various transaction & risk monitoring tools/systems (Preferred), • Analytical mindset with a critical, investigative approach to problem solving, • Detail oriented coupled with a high level of curiosity and risk awareness, • Solid written and verbal communication skills, • Able to juggle multi tasks and deliver consistent high performance, • Experience with Microsoft Excel/Google sheets (basic functions) EOE Westamerica Bank's Privacy Policy may be found at: Requirements:

Job DescriptionRedwood Credit Union is looking for a Part Time Member Service Associate (24 to 25 hours per week) who will be responsible for performing routine teller work, provides excellent Member service, and contributes to the success of the branch by selling and referring Credit Union products. As the face of the organization, this position serves as a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers. Key ResponsibilitiesSales & Service:o Provide exceptional member service to all Members, volunteers, internal employees, and service providers.o Explain products and services to Members to meet their needs. Cross-sells RCU, RCU Investment Services, RCU Insurance Services and RCU Auto Services products and services.o Establish basic products and services for Members.o Provide information to Members’ questions or directs them to the appropriate person or department for assistance.o Safeguard Member information and ensure confidentiality by following established policy and procedures.Transactions:o Complete Members’ transactions accurately and efficiently using established policies and procedures.o Balance cash, checks, and maintain proper documentation.Teamwork and Other Functions:o Attend and contribute to departmental meetings.o Perform branch opening and closing duties.o Perform other duties as assigned.o Complete orders for Credit Union forms and supplies.o Participate in Credit Union committees. Join us and discover why you'll love working at Redwood Credit Union! ABOUT REDWOOD CREDIT UNION (RCU):At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad. As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all. Why work for Redwood Credit Union?• 27th largest credit union in the U.S. and the largest financial institution based in the North Bay • Awarded a 5-Star Rating based on 6/30/24 financial data by Bauer Financial• Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025"• Recognized by Newsweek as one of "America's Best Credit Unions 2026"• Top Corporate Philanthropists (#24) - San Francisco Business Times• Voted Best Places to Work in the North Bay 20 years in a row• World-class Employee Engagement scores• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate• Industry leading Net Promoter Scores across the U.S. Minimum Qualifications: Knowledge, Skills and Abilities • Ability to count and balance cash., • Ability to effectively cross-sell products and services using a needs-based sales approach., • Ability to work a rotating schedule which will include working on rotating Saturdays., • Ability to learn new products, services, procedures, technology and concepts., • Ability to establish and maintain effective working relationships with a diverse group of people., • Ability and desire to work in a team environment., • Ability to communicate effectively both verbally and in writing., • Knowledge of basic math principles., • Knowledge of basic financial institution products and services.

Job Description Searching for Real Estate Agents in Santa Rosa, California – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Santa Rosa, California. Applicants without a real estate license are invited to apply. You need a license to become a real estate agent before being considered for the position. If you are unlicensed or in the process, once your application is received, you will be contacted by our partnered real estate school* with information on how to obtain your real estate license. About Coldwell Banker: Founded in 1906, Coldwell Banker is recognized nationally and internationally for the quality and innovation with which it approaches the real estate needs of clients across 3,000 offices in 49 countries and territories. Learn more about our history here: What to Expect as a Coldwell Banker Agent: As a member of the team, we will provide you with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly. You will receive the best marketing platform the industry has to offer for promoting your client’s listings. Our mentors will provide hands-on training pertaining to business strategies and provide support through your initial transactions. Working as a real estate agent is not just a career, it is a lifestyle choice. You can become your own boss, earn an income without limitation and enjoy the flexibility of your own schedule. Responsibilities • Represent home sellers and home buyers in real estate transactions, • Coordinate with third party entities, • Communicate with leads through in-person meetings, phone calls, digital media, open houses and more, • Foster client relationships, • Negotiate purchase agreements, manage client issues, • Active real estate license, • Motivation and willingness to learn and excel in their field, • Strong communication skills, • Thrives in a professional atmosphere, • Entrepreneurial mindset with an appetite for learning new skills, • Optimistic, hardworking, detail-oriented Real estate agents are independent contractors, not provided a salary or hourly wage. This means your income potential has no limit. Full-time real estate agents at Coldwell Banker can make $100,000+ in their first 1-2 years. Whether you are a licensed agent or you are seeking to earn your real estate license, your application is welcome! Apply today! Powered by JazzHR ty9BX7QGGE

Job DescriptionBenefits: • SIMPLE retirement plan with matching, • Dental insurance, • Health insurance, • Opportunity for advancement, • Paid time off, • Training & development We look forward to incorporating your energy and marketing perspective into our team as we build success together. RESPONSIBILITIES: • Establish customer relationships and follow up with customers, as needed., • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification., • Use a customer-focused, needs-based review process to educate customers about insurance options., • Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business., • Assist team members with projects that will contribute to agency success.QUALIFICATIONS:, • Dedicated to customer service, • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred, • Able to obtain Property and Casualty License, • Able to obtain a Life/Health License, • Able to achieve mutually agreed upon goals, • Hourly plus commission/bonus, • Paid time off (vacation and personal/sick days), • Health benefits, • SIMPLE retirement plan, • Growth potential/Opportunity for advancement within our office

Job Description Searching for Real Estate Agents in Santa Rosa, California – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Santa Rosa, California. Applicants without a real estate license are invited to apply. You need a license to become a real estate agent before being considered for the position. If you are unlicensed or in the process, once your application is received, you will be contacted by our partnered real estate school* with information on how to obtain your real estate license. About Coldwell Banker: Founded in 1906, Coldwell Banker is recognized nationally and internationally for the quality and innovation with which it approaches the real estate needs of clients across 3,000 offices in 49 countries and territories. Learn more about our history here: What to Expect as a Coldwell Banker Agent: As a member of the team, we will provide you with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly. You will receive the best marketing platform the industry has to offer for promoting your client’s listings. Our mentors will provide hands-on training pertaining to business strategies and provide support through your initial transactions. Working as a real estate agent is not just a career, it is a lifestyle choice. You can become your own boss, earn an income without limitation and enjoy the flexibility of your own schedule. Responsibilities • Represent home sellers and home buyers in real estate transactions, • Coordinate with third party entities, • Communicate with leads through in-person meetings, phone calls, digital media, open houses and more, • Foster client relationships, • Negotiate purchase agreements, manage client issues, • Active real estate license, • Motivation and willingness to learn and excel in their field, • Strong communication skills, • Thrives in a professional atmosphere, • Entrepreneurial mindset with an appetite for learning new skills, • Optimistic, hardworking, detail-oriented Real estate agents are independent contractors, not provided a salary or hourly wage. This means your income potential has no limit. Full-time real estate agents at Coldwell Banker can make $100,000+ in their first 1-2 years. Whether you are a licensed agent or you are seeking to earn your real estate license, your application is welcome! Apply today! Powered by JazzHR acIv0vVY2J

Job Description Business Solutions - Insurance & Financial Are you a B2B sales professional who knows how to open doors with business owners — and wants to be paid like it? New York Life is expanding its Commercial Business Solutions practice, delivering employee benefit programs, group insurance, 401(k)/403(b) retirement plans, and executive compensation strategies to small and mid-sized companies. This full-time remote opportunity is built for producers who want to develop and grow a high-income commercial book of business serving employers. You will work with employers, municipalities, school districts and health care providers in your area giving you the opportunity to directly impact your community by helping people make decisions that are right for their family or business. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Job Type: Full-time Benefits: • 401(k), • 401(k) + match, • Company Pension, • Health insurance & FSA, • Dental & Vision insurance, • Flexible schedule, • Life insurance & Long Term Disability Insurance, • Professional development assistance, • Tuition reimbursement Compensation: $180,000+ at plan earnings Responsibilities: • Prospect and develop new B2B relationships with small and mid-sized business owners, • Conduct consultative meetings with decision-makers to identify benefit and retirement needs, • Present and close group insurance, 401(k)/403(b), and executive compensation solutions, • Design customized employee benefit strategies for employers and key employees, • Generate consistent new revenue through proactive business development Qualifications: • 2+ years of B2B sales or business development experience, • Proven ability to prospect, generate leads, and close new business, • Comfortable engaging business owners and executive leadership, • Strong communication and consultative selling skills, • Insurance or financial licenses preferred (or willingness to obtain)About Company New York Life Investment Management and New York Life Insurance Company - We are a Fortune 100 financial services company with over 180 years of experience. We develop professionals who want to build meaningful, long-term careers serving clients and communities. Ready to Compete and Grow? If you’re motivated by achievement and want a career with long-term growth potential, apply to start the conversation.

A premier California-based firm is seeking a Transactional Associate to join its elite Public Finance group in Newport Beach. This is a rare opportunity for a 1–3 year attorney to transition into a sophisticated, high-impact practice area that sits at the intersection of finance, government, and i

We are looking for a motivated and curious AI Business Analyst to support the development of AI-powered solutions across core business functions, including Finance, HR, Procurement, and Legal. Support the development and execution of product initiatives for G&A (Finance, HR, Procurement, Legal)

FP&A, or commercial finance. Excited by the intersection of finance and strategy — you want to understand the business deeply, not just report on it. Director / VP, Corporate Strategy & Finance.

Leading asset manager is seeking a Private Funds/Investment Management Attorney to provide advice, support and research on a broad variety of legal, regulatory and general corporate matters for private fund fundraising efforts and ongoing operation of their Specialty Finance business, which focuses

This is an excellent opportunity to join a finance-focused firm known for developing innovative and practical legal solutions for complex financial transactions.

Bachelor's degree in Accounting, Finance or a related discipline. Prior experience as a hotel property finance leader.

The SF office of this V50 Law firm is looking to add a mid-level 'Real Estate Finance' associate to their team ASAP.

HOW YOU'LL MAKE THE PLACE * Drive the Business Plan and CAPEX Plan process, ensuring timely completion, accuracy, and strategic alignment * Manage the hotel's CAPEX plan in collaboration with Division Heads to optimize owner investments * Ensure sufficiency of operating funds and maximize cash flow

Deep cross-selling across litigation, regulatory, tax, and finance. Corporate Finance & Lending. Structured Finance & Securitization.

Finance Job Duties: Create and implement financial policies to guarantee operational efficiency.

We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. R

Finance Manager Job Duties: Ensures business processes, administration, and financial management.

Required for Banking and Finance Bachelor's degree.

Finance Associate | Market-Leading International Law Firm Join a globally recognized powerhouse and elevate your career within one of the most sophisticated finance practices in the world. This premier firm is seeking a high-caliber Midlevel Associate to join their Los Angeles team, focusing on high

Why You'll Love This Role Competitive compensation ($100K–$130K) with career development opportunities Exposure to a diverse and expanding portfolio of real estate and construction projects A culture built around precision, innovation, and long-term professional growth Work alongside industry lead

Strong knowledge on Finance processes.

Job Summary The Account Clerk I role supports emergency initiatives addressing homelessness by performing essential accounting and financial clerical duties under general supervision.This position assists with maintaining accounting records, processing financial documents, and supporting day-to-day

ABA-accredited law school with strong academic performance Active membership in good standing with the California State Bar Demonstrated ability to negotiate and manage complex deal documentation Clear record of reliability, professionalism, and consistent career progression Preferred Qualifications

Job Description Represent lenders in complex real estate finance transactions, including construction, bridge, and permanent loans Draft, review, and negotiate mortgage loan documents and related transaction materials Conduct and manage real estate and entity due diligence in support of financing ma

Finance Associate | Market-Leading International Law Firm Join a globally recognized powerhouse and elevate your career within one of the most sophisticated finance practices in the world. This premier firm is seeking a high-caliber Midlevel Associate to join their Los Angeles team, focusing on high

Key Responsibilities Professionals in this role may contribute to: Credit Workflow & Process Mapping Detail the day-to-day workflows of professionals in direct lending, private credit, and alternative asset management Provide insight into deal sourcing, execution, and portfolio monitoring workflows

Location: Remote, LatAm countries Schedule: Full-time, 9-6 EST Reports to: Chief Claims Officer Portfolio: Professional Liability claims governed by Centaur Risk Partners Tricura Insurance Group is a rapidly growing, tech-enabled insurance and risk-management company redefining how healthcare organi

Fractional Finance & Operations Manager Commitment: ~10-20 Hours Per Week (Fractional / Long-term Contract) Role Type: Remote, US Compensation: $3,000 Monthly Retainer (Based on a ~$100k full-time equivalency) Location: Must be located within the U. As our Fractional Finance & Operations Manager , y

Qualifications Must-Have Bachelor’s degree in Accounting, Finance, or related field.