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Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there’s no stopping you! SVP, Relationship Manager Summary: Senior level relationship manager that develops and manages new commercial deposit and loan accounts and client relationships while enhancing existing relationships. To achieve this, it is expected that the role be proactive in providing financial solutions to both existing and prospective clients. Also responsible for increasing the bank’s deposit base through various products, developing sound and profitable business relationships, credit assessment and exceeding customer needs and expectations while complying with regulatory requirements. This position will service as a mentor to other relationship managers within the organization and could evolve into a management or team leader role. Essential Duties and Responsibilities: * Identify deposit driven commercial relationships and present solutions using treasury management, wealth products and other services. * Manages and services commercial relationships by interviewing applicants and obtaining pertinent financial data. * Analyzes pertinent financial information and determines whether a credit is an acceptable risk. * Approves loans within assigned lending authority, and company policies and procedures. * Recommends credits outside lending authority to the next level or presents to Loan Committee in accordance with established procedures. * Ongoing monitoring of existing loans for conformity to terms and conditions. * Actively participates with and assists other lending officers on larger, more complex credits. * Monitors market conditions, observing competitor impact and makes recommendations to maintain a competitive and profitable product line. * Develop and maintain comprehensive knowledge of all commercial products including loans, treasury management, trade service products and deposits to facilitate cross-selling and enhance the client experience. Qualifications: * Must have demonstrated skills in commercial credit underwriting, business development and portfolio management for mid-sized companies. * Minimum of seven or more years of Commercial Lending experience preferred. * Must have excellent communication, presentation and tactful interpersonal skills. * Superb people skills to work within a team environment and successfully develop and retain client relationships. * Proven ability to cross-sell other banking products, including loans, deposits and treasury management. * Self-motivated to work independently and take ownership. * Bachelor’s degree in Finance or Business with emphasis in financial banking preferred. * Effective time management and organizational skills are required. * Must be attentive to detail and accurate when analyzing financial statements and presenting a credit package for formal approval. * This position requires the use of sound business discretion, good judgment, and excellent problem solving skills. * Basic knowledge of personal computer hardware and software skills including MS Word and Excel. * Strong working knowledge of regulations, compliance standards, market trends and products relating to the banking industry. * Superior analytical and decision making skills based on a thoughtful assessment of risk. Supervisory Responsibilities: * May be responsible for managing other associates Education and/or Experience: * Bachelor’s degree (B.S.) from four-year college or university with a minimum of seven years related experience and/or training in commercial banking Computer and Software Skills: * Word * Excel * Bankway * Salesforce * Google Mail Certificates, Licenses and Registrations: * None Compensation: Pay range for new hires is generally $206,340 to $252,194. In addition, the role is eligible for an annual bonus and restricted stock grants. Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at ___. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click ___. To learn more about the LA County Fair Chance Ordinance, click on this ___ or ___ poster.

Job Description Build Relationships. Build Futures. Build Your Career. Must be willing and able to commute throughout our branch-network: Orange County, Long Beach, and Chino At Orange County’s Federal Credit Union (OCFCU), banking is personal—always has been. For more than 85 years, we’ve helped our members reach life’s milestones by building real relationships, not pushing transactions. With $3+ billion in assets and 145,000+ members, we’re proud of where we’ve come from—and excited about where we’re going next. Our people-first philosophy isn’t just a tagline. It’s why we’ve been named #1 Credit Union by the Orange County Register for several years and most recently 2024 & 2025! We’re also honored with workplace satisfaction—driven directly by employee voices. When you join OCFCU, you’re joining a workplace where people genuinely enjoy coming to work and feel empowered to do meaningful, impactful work every day. The Traveling Rep. works across multiple branches, moving as needed to cover vacations or leave. The position comes with a personalized schedule (in 2–3-week periods), assigning work locations based on business operations. You'll have an assigned home branch and be reimbursed for mileage traveled beyond your standard route. For this role, the home branch is currently Downtown Santa Ana.A key benefit is exposure to many leaders and colleagues at each branch! As a Personal Banker / Member Service Representative (MSR), you’re more than the face of the branch—you’re a trusted financial partner. You’ll blend service, sales, and problem‑solving to help members confidently navigate their financial journeys. What you’ll do: • Deliver exceptional experiences by handling teller transactions with accuracy and care, • Open new accounts and guide members through consumer loan applications, • Proactively recommend products and services that truly fit member needs, • Resolve questions and concerns with a consultative, relationship‑focused approach, • Create trust that lasts beyond the transaction—and keeps members coming back You’ll bring: • Banking Experience:, • 2+ years of recent experience in a bank or credit union, • Hands‑on experience with teller transactions, new account openings, and consumer lending, • Sales & Communication Skills:, • 2+ years cross‑selling and referring financial products, • Clear, friendly communication—professional but approachable, • Tech Savvy:, • Comfortable learning and using multiple systems and platforms, • Schedule Flexibility:, • Monday–Saturday availability, • Weekdays between 8:30 AM–6:30 PM and Saturdays 8:30 AM–2:30 PM, • Ability to commute throughout our branch network. We have 11 branches, majority in Orange County, one in Chino, and one in Long Beach Compensation & Career Path We believe great talent deserves fair, transparent pay—and room to grow. Hourly pay is based on experience, internal equity, and role level: Member Service Rep IV – $23.00–$25.00 per hour. Requires a minimum one-year recent universal or personal banker experience which includes teller, new accounts, AND consumer lending expertise. Why OCFCU? • Award‑winning workplace culture, • Clear growth paths and internal mobility, • People before profits—always, • A team that supports each other and celebrates wins, • Health Coverage: Comprehensive benefits, including Anthem, Delta Dental, and VSP, effective from your first day., • Financial Security: Life insurance at no cost and a 401(k) plan with an employer match up to 6%., • Work-Life Balance: 13 days of vacation and seven (7) sick days annually and paid holidays., • Recognition & Growth: Annual merit increases, discretionary and referral bonuses, as well as educational grants up to $1,000 per year. Orange County's Federal Credit Union is an Equal Opportunity Employer. Pre-employment screenings, including background and credit checks, are required.

Job DescriptionAbout this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. This role is designed for growth oriented professionals who lead with advice to acquire and deepen relationships through meaningful discovery and translate customer goals into comprehensive financial strategies. You will own and actively grow a defined book of business, leveraging goals based planning, and prudent risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and business banking. In addition, you'll help customers with everyday banking needs-opening accounts, handling service requests, and ensuring a seamless experience making it easier for them to manage their banking with confidence. Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with internal partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. Wells Fargo rewards behaviors that consistently create long term customer value and support customers in making informed financial decisions. You'll be supported with digital tools, industry leading training, ongoing coaching, and backed by one of the most recognized brands in banking. This role offers a clear platform for career growth for experienced professionals who excel at building trust, managing a portfolio, and delivering holistic, multi product solutions. In this role you will: • Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments, • Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments, • Serve as the primary financial partner delivering comprehensive, multi-product guidance and ongoing reviews across life stages and evolving financial needs, • Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes, • Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency, • Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs, • Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes, • The Senior Branch Premier Banker LP (license pending) role is a temporary position until employee has successfully completed licensing requirements and SAFE registration. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role. Employees hired into the Senior Branch Premier Banker LP role who are not fully licensed will participate in the Branch Network Licensed Banker program.Required Qualifications:, • 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education, • 3+ years of experience building and maintaining effective relationships with customers and partners, • 3+ years of experience recommending products and servicesDesired Qualifications:, • Experience recommending financial products and translating customer goals into clear, actionable recommendations, • Demonstrated ability to proactively source, acquire, and deepen relationships through proactive outreach and building strong internal partnership to support the customer experience, • Proven experience managing a book-of-business, documentation of planning conversations, and consistent follow-through to drive retention and growth across deposits, lending, and investments, • Experience coaching or supporting peers to strengthen team performance and customer impact, • Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly with others, • Financial services industry experience in one or a combination of the following: consumer, home lending, business banking, or investments, • 3+ years of experience in a licensed financial services position, • Successfully completed Financial Industry Regulatory Authority (FINRA)Series 6 and 63 exams (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration, • State Insurance license(s)Job Expectations:, • Ability to work a schedule that will include most Saturdays, • This role requires FINRA Series 6 and Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe. For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required., • For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. Wyoming allows referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. Requirements may change based on current state regulations., • Obtaining and maintaining required FINRA licenses is necessary for continued employment. This role also requires meeting enhanced financial fitness and criminal background standards. Wells Fargo will begin the FINRA review process once an offer is accepted., • SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date.Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply., • This position is not eligible for Visa sponsorshipLocation: 3951 Portola Pkwy, Irvine CA 92602 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $37.00 - $65.50 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. • Health benefits, • 401(k) Plan, • Paid time off, • Disability benefits, • Life insurance, critical illness insurance, and accident insurance, • Parental leave, • Critical caregiving leave, • Discounts and savings, • Commuter benefits, • Tuition reimbursement, • Scholarships for dependent children, • Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Job Description • Monday through Friday: 8:30 am to 5:00 pm, • This is NOT Part Time, • (OT offered) Weekends ONLY As a Document Warehouse Clerk, you can expect to work in a detail deadline oriented environment. Your will be hands on reviewing and auditing documents while preparing them for scanning. .This position is highly hands-on and ideal for those who enjoy straight forward and repetitive tasks, good with meeting deadlines and production goals. A background in any filing work, warehouse/fulfillment or related is helpful. Key Responsibilities: • Process high volumes of financial documents for storage or retrieval. This includes unloading banker boxes of documents, prepping for scan or on-site filing., • Clerk will work on their own to meet/exceed daily production expectations, • Must be able to read hand-written file numbers/letters, • Problem Solving skills to identify where a file/document needs to go, • Basic Computer skills required: data entry and research work as needed, • Maintain complete confidentiality and adhere to security restrictions set forth by SPS/Client, • Comply with SPS/Client device policy, including but not limited to the prohibition of cell phones, digital cameras or other imaging devices on the work floor, • Comply with a corporate casual dress code, • Must be able to work well independently in a fast pace environment, • Must have basic math skills, • Well Organized and detail oriented, • Able to work in a repetitive task, • Able to quickly learn and adapt to Client needs, • Great customer service skills, • Able to meet deadlines/production requirements, • Excellent attendance, • Works well with others in team situations, • High School Diploma or equivalent, • At least 1 year of any work experience relevant to working in a document production warehouse environment; A background in any filing work, warehouse/fulfillment or related is helpful., • Must be good with on-the-job training, • Computer Skills: Basic proficiency in MS Word, MS Excel, MS Outlook, • Extraordinary customer service, verbal, and written communication skills, works well on your own as well as with others in team situations, • Ability to prioritize work to balance multiple projects and deadlines; Organized and detail-oriented, • Good problem-solving; Proactive and able to operate efficiently in a fast-paced environment Physical Demands: • Will lift/push/pull boxes of documents that can weigh up to 50 lbs, • May have to climb on ladders and work in small places at times, • Fine and/or gross motor skills, including the ability to grasp, lift and/or carry or otherwise move packages on a standard wheeled cart with a load capacity of approximately 50 lbs., • Ability to walk, bend, kneel, stand, and/or sit for an extended period of time. Travel: None Compensation: The expected compensation is an estimate, and the final offer will depend on skills, experience, and other job-related factors. Use of Artificial Intelligence (AI): No AI or automated decision-making tools are used to screen, assess, or select candidates for this role. SPS uses the Greenhouse applicant tracking system, which does not apply AI in these parts of the hiring process. Vacancy Status: This posting is for an existing vacancy. Pay Range$17.50—$17.50 USD WHAT WE OFFER • Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities!, • Learning & Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!, • We Recognize Talent: We offer a variety of recognition programs for all levels of employees!, • Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, & Paid Time Off. SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers. At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity. SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law. Colorado only: We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool. Applicants are prohibited from using real-time AI (Artificial Intelligence) tools, prompts, scripts, or real-time assistance (including but not limited to chatbots, AI-generated responses, or transcription-based tools) during any and all interviews over any forum or platform. SPS offers reasonable accommodations in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time. To view our privacy policy, click on the link below: Data Privacy Statement Acknowledgement Section: By submitting an application, by hitting "Submit Application", you certify that the information contained in this application is true and complete. You attest to the fact that the answers provided are correct to the best of your knowledge and ability. You certify that you have not knowingly withheld any information that might affect your chances for hiring. You understand that any false information or omission (including any misstatement) on this application or on any document used to secure this employment can be grounds for rejection of application or, if you are employed by SPS can be grounds for immediate termination from this company.

Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there’s no stopping you! Financial Service Representative Summary: The Financial Services Representative serves as the bank’s front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions include account and service origination, handling teller transactions, as well as responding to customer inquiries by telephone and in person. Essential Duties and Responsibilities: * Serves customers in opening new accounts for commercial and consumer clients. Have knowledge of bank products in order to make recommendations on products and services based on customer needs. Contact new clients for onboarding activities. Assist in consumer loan applications and closings in applicable markets. * Performs all teller duties including all client transactions, maintaining and balancing a cash drawer. Have knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Have knowledge of all dual control procedures. * Serves as a team member to accomplish company objectives and lobby and personal goals. * Provides outstanding customer service for lobby and phone requests. Research and resolve client problems, acting as the customer liaison between other bank departments. Follow up with the client to assure resolution. Develop and maintain long-term relationships with clients. * Actively participates in training programs to maintain and acquire additional job knowledge and skills * Assists in opening and closing the branch, following procedures set by corporate security. * Complies with all department and company policies, procedures, audit guidelines, and regulations. * Perform other miscellaneous duties as assigned. Qualifications: * Strong math and problem solving skills. * Excellent interpersonal and customer service skills with the ability to cross-sale products and services. * Must maintain confidentiality of client transactions and bank records. * Team-oriented, possess a positive attitude and work well with others. * Strong oral and written communication skills. * Ability to operate standard office equipment, such as computer workstations, calculators, and copier. * Ability to prioritize; handle multiple tasks; and work independently. * Strong organizational skills and detail-oriented with a high degree of accuracy. * Thorough knowledge of bank operations, products, and services offered at the bank. * Knowledge of banking laws and regulations including the Bank Secrecy Act. * Must be willing to travel up to 10% off the time to cover local branches Supervisory Responsibilities: * None Education and/or Experience: * High School diploma or equivalent * Associates degree in business related field or two years related experience or a combination of education and experience * Experience working in an environment with individual and team goals preferred * Customer service experience required Computer and Software Skills: * Skilled in operation of a personal computer, including Microsoft Word and Excel. * Google Suite * IBS * Salesforce Certificates, Licenses, and Registrations: * Notary License as needed by the branch Pay range for new hires is generally $23.13 - $28.27 per hour. Eligible for overtime pay in compliance with Federal, State, and Local regulations. Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at ___. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click ___. To learn more about the LA County Fair Chance Ordinance, click on this ___ or ___ poster.

Job Description We are seeking a motivated and detail-oriented Mortgage Loan Officer to join our dynamic team. In this role, you will be responsible for selling your clients. After collecting minimum documentation, we handle the rest for you. Our average turn time is between 7 and 10 days allowing our top Loan Officers to 35k+ a month. All of the leads that you will receive will come in by way of transfer, so you are spending your time talking with clients as opposed to dialing. Benefits: • Compensation Package, • Competitive Commission Plan, • Majority of the leads are warm Lending Tree transfers with Socials, • 401k, • Health insurance, • Monday - Friday, • Fair Housing regulations: 1 year (Preferred), • Loan origination: 1 year (Preferred), • Assist clients in understanding their mortgage options and guide them through the application process., • Analyze client financial information, including credit reports and income statements, to determine eligibility for loans., • Negotiate loan terms with clients and lenders to secure favorable conditions., • Process loan applications efficiently while adhering to TILA regulations and Fair Housing regulations., • Maintain accurate records of client interactions and loan processing activities using accounting software., • Provide ongoing support and follow-up with clients throughout the mortgage process, ensuring a high level of customer satisfaction., • Strong customer service skills with a focus on client satisfaction., • Knowledge of TILA regulations and Fair Housing regulations is essential., • Proven experience in financial sales with the ability to negotiate effectively., • Proficient in basic math skills for accurate financial calculations., • Experience in credit analysis and loan processing is highly desirable., • Familiarity with financial services and accounting software is a plus.

Job Description • Monday through Friday: 3:30 pm to Midnight - Night Shift, • This is NOT Part Time, • (OT offered) Weekends ONLY As a Document Warehouse Clerk, you can expect to work in a document production warehouse environment. You will be tasked with unpacking boxes of files/documents, staging for on-site or off-site storage, locating, and retrieving documents. This position is highly hands-on and ideal for those who enjoy straight forward and repetitive tasks, good with meeting deadlines and production goals. A background in any filing work, warehouse/fulfillment or related is helpful. Key Responsibilities: • Process high volumes of financial documents for storage or retrieval. This includes unloading banker boxes of documents, prepping for scan or on-site filing., • Clerk will work on their own to meet/exceed daily production expectations, • Must be able to read hand-written file numbers/letters, • Problem Solving skills to identify where a file/document needs to go, • Basic Computer skills required: data entry and research work as needed, • Maintain complete confidentiality and adhere to security restrictions set forth by SPS/Client, • Comply with SPS/Client device policy, including but not limited to the prohibition of cell phones, digital cameras or other imaging devices on the work floor, • Comply with a corporate casual dress code, • Must be able to work well independently in a fast pace environment, • Must have basic math skills, • Well Organized and detail oriented, • Able to work in a repetitive task, • Able to quickly learn and adapt to Client needs, • Great customer service skills, • Able to meet deadlines/production requirements, • Excellent attendance, • Works well with others in team situations, • High School Diploma or equivalent, • At least 1 year of any work experience relevant to working in a document production warehouse environment; A background in any filing work, warehouse/fulfillment or related is helpful., • Must be good with on-the-job training, • Computer Skills: Basic proficiency in MS Word, MS Excel, MS Outlook, • Extraordinary customer service, verbal, and written communication skills, works well on your own as well as with others in team situations, • Ability to prioritize work to balance multiple projects and deadlines; Organized and detail-oriented, • Good problem-solving; Proactive and able to operate efficiently in a fast-paced environment Physical Demands: • Will lift/push/pull boxes of documents that can weigh up to 50 lbs, • May have to climb on ladders and work in small places at times, • Fine and/or gross motor skills, including the ability to grasp, lift and/or carry or otherwise move packages on a standard wheeled cart with a load capacity of approximately 50 lbs., • Ability to walk, bend, kneel, stand, and/or sit for an extended period of time. Travel: None Compensation: The expected compensation is an estimate, and the final offer will depend on skills, experience, and other job-related factors. Use of Artificial Intelligence (AI): No AI or automated decision-making tools are used to screen, assess, or select candidates for this role. SPS uses the Greenhouse applicant tracking system, which does not apply AI in these parts of the hiring process. Vacancy Status: This posting is for an existing vacancy. Pay Range$18.15—$18.15 USD WHAT WE OFFER • Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities!, • Learning & Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!, • We Recognize Talent: We offer a variety of recognition programs for all levels of employees!, • Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, & Paid Time Off. SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers. At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity. SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law. Colorado only: We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool. Applicants are prohibited from using real-time AI (Artificial Intelligence) tools, prompts, scripts, or real-time assistance (including but not limited to chatbots, AI-generated responses, or transcription-based tools) during any and all interviews over any forum or platform. SPS offers reasonable accommodations in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time. To view our privacy policy, click on the link below: Data Privacy Statement Acknowledgement Section: By submitting an application, by hitting "Submit Application", you certify that the information contained in this application is true and complete. You attest to the fact that the answers provided are correct to the best of your knowledge and ability. You certify that you have not knowingly withheld any information that might affect your chances for hiring. You understand that any false information or omission (including any misstatement) on this application or on any document used to secure this employment can be grounds for rejection of application or, if you are employed by SPS can be grounds for immediate termination from this company.

Job Description Searching for Real Estate Agents in Santa Ana, California – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Santa Ana, 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 7UbRuCx4D9

Job Description We are seeking a motivated and detail-oriented Mortgage Loan Officer to join our dynamic team. In this role, you will be responsible for selling your clients. After collecting minimum documentation, we handle the rest for you. Our average turn time is between 7 and 10 days allowing our top Loan Officers to 35k+ a month. All of the leads that you will receive will come in by way of transfer, so you are spending your time talking with clients as opposed to dialing. Benefits: • Compensation Package, • Competitive Commission Plan, • Majority of the leads are warm Lending Tree transfers with Socials, • 401k, • Health insurance, • Monday - Friday, • Fair Housing regulations: 1 year (Preferred), • Loan origination: 1 year (Preferred), • Assist clients in understanding their mortgage options and guide them through the application process., • Analyze client financial information, including credit reports and income statements, to determine eligibility for loans., • Negotiate loan terms with clients and lenders to secure favorable conditions., • Process loan applications efficiently while adhering to TILA regulations and Fair Housing regulations., • Maintain accurate records of client interactions and loan processing activities using accounting software., • Provide ongoing support and follow-up with clients throughout the mortgage process, ensuring a high level of customer satisfaction., • Strong customer service skills with a focus on client satisfaction., • Knowledge of TILA regulations and Fair Housing regulations is essential., • Proven experience in financial sales with the ability to negotiate effectively., • Proficient in basic math skills for accurate financial calculations., • Experience in credit analysis and loan processing is highly desirable., • Familiarity with financial services and accounting software is a plus.

Job Description Ground Zero (Six Figure) Entry Level Earning Opportunity in Real Estate Finance in Charlotte (NC), Dallas (TX), and Orange (CA) Orion Lending, a leader in the business–to–business residential real estate finance industry is excited to announce an outof- this-world, comprehensive entry-level career program, with paid training, that can LAUNCH you onto a six-figure income trajectory by your second year! Our mission is to provide financing for the American dream of homeownership, and we want YOU to be a part of that journey! Are you DRIVEN? Are you COACHABLE? Do you have a GREAT ATTITUDE? If your answers are yes, WE WANT TO TALK TO YOU! We are looking for motivated, college-educated individuals, with little-to-no work experience, that are hungry to learn from the best in the industry. Many of us were fortunate to stumble into this business by accident, but we’re not leaving YOUR career up to chance. We are actively seeking the best and brightest STARS from local area colleges and universities, to replicate the tremendous success we’ve DISCOVERED, and our unique out-of-this-world, comprehensive career training program is designed to help you achieve exactly that! Orion Lending is light years ahead of its competition and has been consistently recognized as a Top Workplace from 2017 – 2022. This full-time position offers an ongoing base pay plus commission beginning on day 1, PLUS a competitive benefits package that includes medical, dental, vision, 401(k) with annual discretionary contributions, opportunity for annual bonuses and the Orion Perks: Engagement and Recognition Program. All recent and soon-to-be graduates are welcome to apply. To learn more about this astronomical opportunity, please visit: Company DescriptionOrion Lending is a Nationwide Mortgage Banker founded by proven industry leaders who bring a legacy of success and ambition to the Mortgage Banking industry. ️‍ Orion Lending was named after the Orion constellation which is located on the celestial equator and prominently visible throughout the world. This constellation is named after a huntsman in Greek mythology whom Zeus placed among the stars as the constellation of Orion. At Orion Lending we combine innovative technology, a wide array of products and competitive pricing to assist our network of brokers in growing and developing their referral business and clientele.Orion Lending is a Nationwide Mortgage Banker founded by proven industry leaders who bring a legacy of success and ambition to the Mortgage Banking industry.\r\n️‍\r\nOrion Lending was named after the Orion constellation which is located on the celestial equator and prominently visible throughout the world. This constellation is named after a huntsman in Greek mythology whom Zeus placed among the stars as the constellation of Orion.\r\n\r\nAt Orion Lending we combine innovative technology, a wide array of products and competitive pricing to assist our network of brokers in growing and developing their referral business and clientele.

Job Description At Orange County’s Federal Credit Union, we don’t just offer banking services, we create meaningful relationships that empower our members and enrich our community. With over 85 years of trust, $2.5+ billion in assets, and 140,000+ members, we’ve built a reputation for excellence—and we’re just getting started. Our commitment to people, performance, and purpose has earned us the #1 spot in the Orange County Register’s 2024 Best Credit Union list, and the voices of our employees have earned us the Peter Barron Stark Award for Workplace Satisfaction. When you join us, you’re not just taking the next step in your career; you’re joining a team that loves where they work. Why Work With Us? • Make a Difference: If you're passionate about serving people, this role offers a unique opportunity to positively impact your community., • Grow With Us: We provide a clear path for career advancement, supported by professional and personal development programs., • Be Valued: From day one, you'll receive generous benefits, including top-tier health insurance, a robust 401(k) plan, and paid holidays. Your Role: As a Member Service Representative, you'll be the face of our credit union, providing a range of services that go beyond basic transactions. • Handle teller transactions and eventually learn to open new accounts with accuracy and a friendly demeanor., • Cross-sell products and services, helping members discover solutions that meet their financial needs., • Resolve any issues with a consultative approach that builds trust and long-term relationships. What We're Looking For: • Experience: Within a banking or credit union environment, recent Teller experience experience is preferred., • Sales & Communication Skills: Proven ability to cross-sell and refer products and services effectively. Ability to write and speak in an approachable yet professional manner., • Technology: Ability to understand and use various systems and software., • Availability: Must be available Monday through Saturday, with schedules varying between 8:30 AM and 6:30 PM on weekdays and 8:30 AM to 2:30 PM on Saturdays., • Integrity: Willingness to undergo thorough background and credit checks. Compensation: We value your experience and skills, and our competitive hourly rates reflect that. Final offers are based on qualifications, internal equity, and the level of position offered. Below are OCFCU’s branch job levels with their corresponding hourly pay: • Member Service Rep. I: $20.00 (requires minimum two years of customer service and cash handling experience), • Member Service Rep. II: $20.50 (requires minimum six-months recent Teller experience), • Member Service Rep. III: $21.00 - $22.00 (requires minimum one year recent Teller experience and six-months of New Accounts experience), • Member Service Rep. IV: $23.00 - $25.00 (requires minimum two years within the credit union/banking industry, including one year recent universal banker experience. The universal banker will have expertise in the following; teller transactions, opening all types of accounts, AND experience with consumer loans and other complex banking services) Perks & Benefits: • Health Coverage: Comprehensive benefits, including Anthem, Delta Dental, and VSP, effective from your first day., • Financial Security: Life insurance at no cost and a 401(k) plan with a 6% employer match, dollar for dollar., • Work-Life Balance: 13 days of vacation and seven (7) sick days annually plus paid holidays., • Recognition & Growth: Annual merit increases, discretionary bonuses, and educational grants up to $1,000 per year. Orange County's Federal Credit Union is an Equal Opportunity Employer. Pre-employment screenings, including background and credit checks, are required.

Job Description Build Relationships. Build Futures. Build Your Career. At Orange County’s Federal Credit Union (OCFCU), banking is personal—always has been. For more than 85 years, we’ve helped our members reach life’s milestones by building real relationships, not pushing transactions. With $3+ billion in assets and 145,000+ members, we’re proud of where we’ve come from—and excited about where we’re going next. Our people-first philosophy isn’t just a tagline. It’s why we’ve been named #1 Credit Union by the Orange County Register for several years and most recently 2024 & 2025! We’re also honored with workplace satisfaction—driven directly by employee voices. When you join OCFCU, you’re joining a workplace where people genuinely enjoy coming to work and feel empowered to do meaningful, impactful work every day. As a Personal Banker/Member Service Representative (MSR), you’re more than the face of the branch—you’re a trusted financial partner. You’ll blend service, sales, and problem‑solving to help members confidently navigate their financial journeys. What you’ll do: • Deliver exceptional experiences by handling teller transactions with accuracy and care, • Open new accounts and guide members through consumer loan applications, • Proactively recommend products and services that truly fit member needs, • Resolve questions and concerns with a consultative, relationship‑focused approach, • Create trust that lasts beyond the transaction—and keeps members coming back You’ll bring: • Banking Experience:, • 2+ years of recent experience in a bank or credit union, • Hands‑on experience with teller transactions, new account openings, and consumer lending, • Sales & Communication Skills:, • 2+ years cross‑selling and referring financial products, • Clear, friendly communication—professional but approachable, • Tech Savvy:, • Comfortable learning and using multiple systems and platforms, • Schedule Flexibility:, • Monday–Saturday availability, • Weekdays between 8:30 AM–6:30 PM and Saturdays 8:30 AM–2:30 PM Compensation & Career Path We believe great talent deserves fair, transparent pay—and room to grow. Hourly pay is based on experience, internal equity, and role level: Member Service Rep IV – $23.00–$25.00 per hour. Requires a minimum one-year recent universal or personal banker experience which includes teller, new accounts, AND consumer lending expertise Why OCFCU? • Award‑winning workplace culture, • Clear growth paths and internal mobility, • People before profits—always, • A team that supports each other and celebrates wins, • Health Coverage: Comprehensive benefits, including Anthem, Delta Dental, and VSP, effective from your first day., • Financial Security: Life insurance at no cost and a 401(k) plan with an employer match up to 6%., • Work-Life Balance: 13 days of vacation and seven (7) sick days annually and paid holidays., • Recognition & Growth: Annual merit increases, discretionary and referral bonuses, as well as educational grants up to $1,000 per year. Orange County's Federal Credit Union is an Equal Opportunity Employer. Pre-employment screenings, including background and credit checks, are required.

Job Description Kinecta Federal Credit Union is one of the nation’s leading Credit Unions. We recently expanded our Southern California operations to the East Coast and Northern California and are seeking Personal Financial Advocates to join our team. Kinecta has earned the prestigious award of Great Place to Work 2021 three years in the row. At Kinecta we help our members and employees fulfill their dreams. A place where community giving is celebrated and where diversity really counts. A place with a great future and a place for you! We currently have an exciting opportunity for outgoing, ambitious, and innovative Individuals that thrives on helping people in a team environment. As a Personal Banker, you will process banking transactions and use your strong people skills to build and deepen the financial relationships with our members and make every interaction with them an engaging and positive experience. If you have prior customer service experience or minimum 1 year cash handling preferred, a positive, energetic attitude, and love working with people - we would like to talk to you! If You: Are looking to join an organization that offers: • Competitive Salary Structures, • Generous Incentive Plan, • Excellent Career Development Opportunity, • Medical, Dental, and Vision Insurance, • Flexible Spending Account / Health Savings Account, • Education Reimbursement / Student Loan Repayment, • Generous Paid Time Off program, • Company Matching 401k, • Generous Employee Discounts on Credit Union Services / Referral Bonus Programs, • Rewarding Community / Volunteer programs, • Employee Assistance Programs – EAP, • Total Wellness Programs, • Rideshare Programs, • Onsite Employee Gym & Cantina at Headquarters Then this position is for you! Please apply online at

Job Description Searching for Real Estate Agents in Orange, California – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Orange, 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 MimowIu7XX

Job Description We are seeking a motivated and detail-oriented Mortgage Loan Officer to join our dynamic team. In this role, you will be responsible for selling your clients. After collecting minimum documentation, we handle the rest for you. Our average turn time is between 7 and 10 days allowing our top Loan Officers to 35k+ a month. All of the leads that you will receive will come in by way of transfer, so you are spending your time talking with clients as opposed to dialing. Benefits: • Compensation Package, • Competitive Commission Plan, • Majority of the leads are warm Lending Tree transfers with Socials, • 401k, • Health insurance, • Monday - Friday, • Fair Housing regulations: 1 year (Preferred), • Loan origination: 1 year (Preferred), • Assist clients in understanding their mortgage options and guide them through the application process., • Analyze client financial information, including credit reports and income statements, to determine eligibility for loans., • Negotiate loan terms with clients and lenders to secure favorable conditions., • Process loan applications efficiently while adhering to TILA regulations and Fair Housing regulations., • Maintain accurate records of client interactions and loan processing activities using accounting software., • Provide ongoing support and follow-up with clients throughout the mortgage process, ensuring a high level of customer satisfaction., • Strong customer service skills with a focus on client satisfaction., • Knowledge of TILA regulations and Fair Housing regulations is essential., • Proven experience in financial sales with the ability to negotiate effectively., • Proficient in basic math skills for accurate financial calculations., • Experience in credit analysis and loan processing is highly desirable., • Familiarity with financial services and accounting software is a plus.

Job Description We are seeking a motivated and detail-oriented Mortgage Loan Officer to join our dynamic team. In this role, you will be responsible for selling your clients. After collecting minimum documentation, we handle the rest for you. Our average turn time is between 7 and 10 days allowing our top Loan Officers to make 35k+ a month. All of the leads that you will receive will come in by way of transfer, so you are spending your time talking with clients as opposed to dialing. Benefits: • Compensation Package, • Competitive Commission Plan, • Majority of the leads are warm Lending Tree transfers with Socials, • 401k, • Health insurance, • Monday - Friday, • Fair Housing regulations: 1 year (Preferred), • Loan origination: 1 year (Preferred), • Assist clients in understanding their mortgage options and guide them through the application process., • Analyze client financial information, including credit reports and income statements, to determine eligibility for loans., • Negotiate loan terms with clients and lenders to secure favorable conditions., • Process loan applications efficiently while adhering to TILA regulations and Fair Housing regulations., • Maintain accurate records of client interactions and loan processing activities using accounting software., • Provide ongoing support and follow-up with clients throughout the mortgage process, ensuring a high level of customer satisfaction., • Strong customer service skills with a focus on client satisfaction., • Knowledge of TILA regulations and Fair Housing regulations is essential., • Proven experience in financial sales with the ability to negotiate effectively., • Proficient in basic math skills for accurate financial calculations., • Experience in credit analysis and loan processing is highly desirable., • Familiarity with financial services and accounting software is a plus.

Job Description This position is full-time and on-site. We are seeking a Bilingual Customer Service Representative to join our team! You will be responsible with helping customers by providing product and service information, documenting potential client inquiries, and explaining firm capabilities. Responsibilities: • Handle customer inquiries and collect client information, • Provide information about the firm's services, • Troubleshoot and resolve service issues and concerns, • Document and update customer records based on interactions, • Develop and maintain a knowledge base of the evolving service offerings Qualifications: • Fluent in English and Spanish is required (reading, writing, and speaking), • Previous experience in customer service, sales, or other related fields, • Ability to build rapport with clients, • Ability to prioritize and multitask, • Positive and professional demeanor, • Excellent written and verbal communication skills, • Familiarity with CRM platforms, • Deadline and detail-oriented, • Experience with loans and or credit cards a plus, • Experience with credit is a plus, • High School degree Compensation Includes: • Hourly Rate $18.00 - $23.00 DOE, • Paid Training, • Medical, Dental and Vision, • Paid HolidaysCompany DescriptionWe believe consumers deserve dignity, transparency, and strong legal advocacy. Every interaction with a client is an opportunity to reinforce understanding, trust, and progress toward financial stability. Thomas Kerns McKnight, LLP is a consumer rights and advocacy law firm that focuses on personal finances and the available options to help consumers navigate these difficult financial times. Headquartered in Orange County, the attorneys and legal professionals of Thomas Kerns McKnight assist clients in several states across the country. Thomas Kerns McKnight is a bankruptcy attorney and Certified Mortgage Banker (CMB) with almost 40 years of experience. Mr. McKnight is a multi-faceted expert in matters surrounding finance and debt, new venture finance, and debt forensics. He is known for his skills on contract and leasing dissolution, reversal, conversion, novation, accords, and satisfactions. He is licensed to practice in Arizona, Maryland, New York, Ohio, Virginia, and the District of Columbia. McKnight is also a member of the bars of the U.S. Bankruptcy Court for the District of Columbia, U.S. Bankruptcy Court for both the Eastern and Western Districts of Virginia, U.S. Bankruptcy Courts for both the Southern and Eastern Districts of New York, U.S. Bankruptcy Court for Maryland, the U.S. Court of Appeals for the Fourth Circuit, the U.S. Court of Appeals for the Ninth Circuit, and the United States Supreme Court. He received his Bachelor of Science in Business from Miami University (1970) and his Juris Doctor from Ohio State University (1972), where he was an Articles Editor for The Ohio State Law Journal. From 1963 to 1966, he was a U.S. Marine.We believe consumers deserve dignity, transparency, and strong legal advocacy. Every interaction with a client is an opportunity to reinforce understanding, trust, and progress toward financial stability.\r\n\r\nThomas Kerns McKnight, LLP is a consumer rights and advocacy law firm that focuses on personal finances and the available options to help consumers navigate these difficult financial times. Headquartered in Orange County, the attorneys and legal professionals of Thomas Kerns McKnight assist clients in several states across the country.\r\n\r\nThomas Kerns McKnight is a bankruptcy attorney and Certified Mortgage Banker (CMB) with almost 40 years of experience. Mr. McKnight is a multi-faceted expert in matters surrounding finance and debt, new venture finance, and debt forensics. He is known for his skills on contract and leasing dissolution, reversal, conversion, novation, accords, and satisfactions. He is licensed to practice in Arizona, Maryland, New York, Ohio, Virginia, and the District of Columbia. McKnight is also a member of the bars of the U.S. Bankruptcy Court for the District of Columbia, U.S. Bankruptcy Court for both the Eastern and Western Districts of Virginia, U.S. Bankruptcy Courts for both the Southern and Eastern Districts of New York, U.S. Bankruptcy Court for Maryland, the U.S. Court of Appeals for the Fourth Circuit, the U.S. Court of Appeals for the Ninth Circuit, and the United States Supreme Court. He received his Bachelor of Science in Business from Miami University (1970) and his Juris Doctor from Ohio State University (1972), where he was an Articles Editor for The Ohio State Law Journal. From 1963 to 1966, he was a U.S. Marine.

Relationship Banker - Orange County Central Market Santa Ana, California;La Palma, California; Garden Grove, California; Anaheim, California; Laguna Niguel, California; Santa Ana, California; Garden Grove, California; Anaheim, California; Garden Grove, California; Santa Ana, California To proceed with your application, you must be at least 18 years of age. Acknowledge () Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge () Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge () Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge () Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: * Executes the bank's risk culture and strives for operational excellence * Builds relationships with clients to meet financial needs * Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations * Grows business knowledge and network by partnering with experts in small business, lending, and investments * Manages financial center traffic, appointments, and outbound calls effectively * Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client * Collaborates effectively to get things done, building and nurturing strong relationships * Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives * Is confident in identifying solutions for new and existing clients based on their needs * Communicates effectively and confidently and is comfortable engaging all clients * Has the ability to learn and adapt to new information and technology platforms * Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) * Applies strong critical thinking and problem-solving skills to meet clients' needs * Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations * Efficiently manages time and capacity * Focuses on results while acting in the best interest of the client * Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance? Desired Qualifications: * Experience in financial services and knowledge of financial services industry, products and solutions * One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals * Six months of cash handling experience * Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance? Skills: * Adaptability * Business Acumen * Customer and Client Focus * Oral Communications * Problem Solving * Account Management * Client Experience Branding * Client Management * Client Solutions Advisory * Relationship Building * Business Development * Pipeline Management * Prospecting * Referral Identification * Referral Management The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and Loan Originators. Shift: 1st shift (United States of America) Hours Per Week: 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your "Know your Rights () " poster. View the LA County Fair Chance Ordinance () . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. This role is designed for growth oriented professionals who lead with advice to acquire and deepen relationships through meaningful discovery and translate customer goals into comprehensive financial strategies. You will own and actively grow a defined book of business, leveraging goals based planning, and prudent risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and business banking. In addition, you'll help customers with everyday banking needs-opening accounts, handling service requests, and ensuring a seamless experience making it easier for them to manage their banking with confidence. Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with internal partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. Wells Fargo rewards behaviors that consistently create long term customer value and support customers in making informed financial decisions. You'll be supported with digital tools, industry leading training, ongoing coaching, and backed by one of the most recognized brands in banking. This role offers a clear platform for career growth for experienced professionals who excel at building trust, managing a portfolio, and delivering holistic, multi product solutions. In this role you will: • Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments, • Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments, • Serve as the primary financial partner delivering comprehensive, multi-product guidance and ongoing reviews across life stages and evolving financial needs, • Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes, • Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency, • Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs, • Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes, • The Senior Branch Premier Banker LP (license pending) role is a temporary position until employee has successfully completed licensing requirements and SAFE registration. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role. Employees hired into the Senior Branch Premier Banker LP role who are not fully licensed will participate in the Branch Network Licensed Banker program.Required Qualifications:, • 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education, • 3+ years of experience building and maintaining effective relationships with customers and partners, • 3+ years of experience recommending products and servicesDesired Qualifications:, • Experience recommending financial products and translating customer goals into clear, actionable recommendations, • Demonstrated ability to proactively source, acquire, and deepen relationships through proactive outreach and building strong internal partnership to support the customer experience, • Proven experience managing a book-of-business, documentation of planning conversations, and consistent follow-through to drive retention and growth across deposits, lending, and investments, • Experience coaching or supporting peers to strengthen team performance and customer impact, • Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly with others, • Financial services industry experience in one or a combination of the following: consumer, home lending, business banking, or investments, • 3+ years of experience in a licensed financial services position, • Successfully completed Financial Industry Regulatory Authority (FINRA)Series 6 and 63 exams (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration, • State Insurance license(s)Job Expectations:, • Ability to work a schedule that will include most Saturdays, • This role requires FINRA Series 6 and Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe. For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required., • For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. Wyoming allows referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. Requirements may change based on current state regulations., • Obtaining and maintaining required FINRA licenses is necessary for continued employment. This role also requires meeting enhanced financial fitness and criminal background standards. Wells Fargo will begin the FINRA review process once an offer is accepted., • SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date.Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply., • This position is not eligible for Visa sponsorshipPay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $37.00 - $65.50 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. • Health benefits, • 401(k) Plan, • Paid time off, • Disability benefits, • Life insurance, critical illness insurance, and accident insurance, • Parental leave, • Critical caregiving leave, • Discounts and savings, • Commuter benefits, • Tuition reimbursement, • Scholarships for dependent children, • Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Personal Banker Safe Act - Garden Grove Branch. Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals.

Citigroup - - Responsibilities: Assist in basic account opening for existing customer; Provide service delivery to internal/external customers to resolve account service issues; Execute financial transactions in accordance with bank policies and procedures; Refer opportunities to segment partners w

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. Working as a real estate agent is not just a career, it is a lifestyle choice. Real estate agents are ind

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. What to Expect as a Coldwell Banker Agent: As a member o

This is a part-time 20 hours a week position.Ideal candidate will be available to work M-F 10am-3pm.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.Works c

Relationship Banker - Central Heights Market. Lateral-US/job/Rowland-Heights/Relationship-Banker---Central-Heights-Market_26013707). Lateral-US/job/Rowland-Heights/Relationship-Banker---Central-Heights-Market_26013707).

Personal Banker/Member Service Representative (MSR). Requires a minimum one-year recent universal or personal banker experience which includes teller, new accounts, AND consumer lending expertise. At Orange County's Federal Credit Union (OCFCU), banking is personalalways has been.

Personal Banker Safe Act - Garden Grove Branch. The Personal Banker Safe Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. Appropriately assess risk when business decisions are made,

As a Personal Banker / Member Service Representative (MSR), you're more than the face of the branchyou're a trusted financial partner. Requires a minimum one-year recent universal or personal banker experience which includes teller, new accounts, AND consumer lending expertise. The position comes wi

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, we are guided by a common purpose to help m

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, we are guided by a common purpose to help m

Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We believe it takes all of us to bring our shared ambition to life, and each

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We believe it takes all of us to bring our shared ambition to life, and each person is unique in their pote

Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.

Personal Banker II (Anaheim-Katella) Total Base Pay Range 44,300. The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers. Responsible and accountable for risk by openly exchanging

Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We believe it takes all of us to bring our shared ambition to life, and each

Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We believe it takes all of us to bring our shared ambition to life, and each

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, we are guided by a common purpose to help m

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, we are guided by a common purpose to help m

Retail Banking Sales & Service.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.Works collaboratively within the branch and through various channels with BM

Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.Follows established policies in accordance w

As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the

Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We believe it takes all of us to bring our shared ambition to life, and each

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, we are guided by a common purpose to help m

Wells Fargo will begin the FINRA review process once an offer is accepted. SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standard

SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal bac

Job Description Ground Zero (Six Figure) Entry Level Earning Opportunity in Real Estate Finance in Charlotte (NC), Dallas (TX), and Orange (CA) Orion Lending, a leader in the business–to–business residential real estate finance industry is excited to announce an out-of-this-world, comprehensive entry-level career program, with paid training, that can LAUNCH you onto a six-figure income trajectory by your second year! Our mission is to provide financing for the American dream of homeownership, and we want YOU to be a part of that journey! Are you DRIVEN? Are you COACHABLE? Do you have a GREAT ATTITUDE? If your answers are yes, WE WANT TO TALK TO YOU! We are looking for motivated, college-educated individuals, with little-to-no work experience, that are hungry to learn from the best in the industry. Many of us were fortunate to stumble into this business by accident, but we’re not leaving YOUR career up to chance. We are actively seeking the best and brightest STARS from local area colleges and universities, to replicate the tremendous success we’ve DISCOVERED, and our unique out-of-this-world, comprehensive career training program is designed to help you achieve exactly that! Orion Lending is light years ahead of its competition and has been consistently recognized as a Top Workplace from 2017 – 2022. This full-time position offers an ongoing base pay plus commission beginning on day 1, PLUS a competitive benefits package that includes medical, dental, vision, 401(k) with annual discretionary contributions, opportunity for annual bonuses and the Orion Perks: Engagement and Recognition Program. All recent and soon-to-be graduates are welcome to apply. To learn more about this astronomical opportunity, please visit: Company DescriptionOrion Lending is a Nationwide Mortgage Banker founded by proven industry leaders who bring a legacy of success and ambition to the Mortgage Banking industry. ️‍ Orion Lending was named after the Orion constellation which is located on the celestial equator and prominently visible throughout the world. This constellation is named after a huntsman in Greek mythology whom Zeus placed among the stars as the constellation of Orion. At Orion Lending we combine innovative technology, a wide array of products and competitive pricing to assist our network of brokers in growing and developing their referral business and clientele.Orion Lending is a Nationwide Mortgage Banker founded by proven industry leaders who bring a legacy of success and ambition to the Mortgage Banking industry.\r\n️‍\r\nOrion Lending was named after the Orion constellation which is located on the celestial equator and prominently visible throughout the world. This constellation is named after a huntsman in Greek mythology whom Zeus placed among the stars as the constellation of Orion.\r\n\r\nAt Orion Lending we combine innovative technology, a wide array of products and competitive pricing to assist our network of brokers in growing and developing their referral business and clientele.

As an Associate Banker, you will play a key role in:. Being the next generation Associate Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints.