Mortgage jobs in Los Angeles, California - Page 3Create job alerts

Job Description LBC Mortgage is growing, and we’re looking for a motivated, confident, and results-driven Cold Caller to join our remote sales team! If you love connecting with people, have a strong phone presence, and thrive in a fast-paced environment — we want to hear from you. What You’ll Do: • Make outbound calls to potential clients and introduce them to LBC Mortgage services, • Qualify leads and schedule appointments for Loan Officers, • Maintain and update lead databases, • Follow up with warm leads and keep communication consistent, • Represent LBC Mortgage with professionalism and enthusiasm What We’re Looking For: • Proven experience in cold calling, telemarketing, or sales, • Excellent communication and interpersonal skills, • Positive attitude and resilience when facing rejection, • Ability to work independently and stay organized remotely, • Experience in the mortgage or real estate industry is a plus Why Join LBC Mortgage? • Competitive compensation structure (base + bonuses), • Supportive and dynamic remote work environment, • Opportunities for growth and training within the company, • Be part of a passionate team that values teamwork and performance If you’re ready to take your sales career to the next level and work with one of the most energetic teams in the mortgage industry, apply today!

Job Description MORTGAGE LOAN OFFICER Give Financing Remote work: CA, CO, FL, and/or MN NMLS license. What you’ll do: We are looking for an experienced, Self-Sourced Loan Officer, who will originate loans and that's it! You will have a dedicated processor and Jr loan officer that will support the file from application to closing. Your sole responsibility is doing what you do best, bringing in business through networking. We give you more tools than any other mortgage company to help your networking efforts. If you consistently self-source $1,500,000 or more in volume, read on. With our tools and system, we believe we can double or triple your volume! What you’ll get: Easy to learn and use LOS–Arive Our Give Cash offer turns your buyers into cash buyers with as little as 5% down! Awesome CRM that will help automate your outbound efforts, such as drip texting and emailing. Extremely competitive pricing--You will never lose a deal to price Streamlined processing--Close any loan in 15 days or less Digital marketing with your personal brand to help convert your pipeline and grow your realtor network Realtor value propositions to help you stand out to current and new real estate partners Feel good about every loan you close because we feed 1,000 families in need with every loan closing! The support you need to close more loans without the micromanagement Who you are: · Must have your NMLS & MLO license in CA, CO, FL, and/or MN Has existing referral sources and the desire to get more business · 2 + years inside sales experience · 1 + year experience in the mortgage industry · Extremely outgoing and good with people · Committed to communication to ensure a seamless experience Who we are: We are a Denver based brokerage. Being a broker, we have access to the best pricing and the greatest number of products. Extremely aggressive conventional and government pricing, FHA 203k, VA, Non-QM, Jumbo, and All in One Heloc, and DPA options. Our value proposition to real estate agents allows you to never have to worry about losing a purchase or a realtor partner. Our competitive pricing allows you to diversify your business by building a refinance and purchase pipeline. You will not find a better broker in Colorado to work for! No brokerage gives you this much support to help grow your business. Give Financing provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Give Financing complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Job Description We are a private hard money lender (called F2 Finance), focused on the short-term residential fix & flip bridging finance market. We have substantial capital available for growth and want to build our team with great people! We are looking for an experienced loan officer to join our team. You will need to have 1+ years of experience, specifically in residential private lending, fix & flip, bridging finance or mortgage broking. As a loan officer you will be involved in driving loans through the full life-cycle, from assisting with the initial inquiry and information gathering, through to successful loan completion. You will be results orientated, and a team player. The role will involve: • Identifying new customers (brokers and borrowers) for our real estate lending, that fits without our current portfolio appetite, • Dealing with leads that are generated through the multiple lead generation channels that we have developed, • Assisting with the marketing of the F2 Finance brand and product, • Responsibility for loan origination and oversight of processing and underwriting You will have: • "hustle", • sales experience in mortgages or real estate, and ideally in private lending or hard money, • the ability to build and manage a large pipeline of prospective loans, • the ability to work a phone and build working relationships with borrowers and brokers, • significant knowledge of private lending and hard money, • a customer service focus, • the ability to explain things clearly and succinctly, using plain English Generally, our companys culture will see you have: • a willingness to work hard and a can do attitude, • the ability to build relationships and have strong verbal, written and interpersonal communication skills, • the ability to work autonomously, and to prioritize tasks accordingly, • a willingness to get involved with the business and provide help and assistance as required, • experience using the latest cloud-based business efficiency platforms such as Google Business Apps, Notion, and Slack etc, • 10 days paid holiday, • competitive salary commensurate with experience, plus commission, • medical insurance, • 401(k) with employer contribution, • parking in our building, • snacks, good coffee and office lunch twice a week from local restaurants, • great work environment.

Job Description We are a private hard money lender (called F2 Finance), focused on the short-term residential ‘fix & flip’ bridging finance market. We have substantial capital available for growth and want to build our team with great people! We are looking for an experienced loan processor or loan officer to join our team. You will need to have 1+ years of experience, specifically in residential private lending, fix & flip, bridging finance or mortgage broking. You will be involved in driving loans through the full life-cycle, from assisting with the initial inquiry and information gathering, through to successful loan completion. You will be results orientated, and a team player. Requirements You will have: • "hustle", • sales experience in mortgages or real estate, and ideally in private lending or hard money, • the ability to build and manage a large pipeline of prospective loans, • the ability to work a phone and build working relationships with borrowers and brokers, • significant knowledge of private lending and hard money, • a ‘customer service’ focus, • the ability to explain things clearly and succinctly, using ‘plain English’ Generally, our company’s culture will see you have: • a willingness to work hard and a ‘can do’ attitude, • the ability to build relationships and have strong verbal, written and interpersonal communication skills, • the ability to work autonomously, and to prioritize tasks accordingly, • a willingness to ‘get involved’ with the business and provide help and assistance as required, • experience using the latest cloud-based business efficiency platforms such as Google Business Apps, Notion, and Slack etc, • 10 days paid holiday, • competitive salary commensurate with experience, plus commission, • medical insurance, • 401(k) with employer contribution, • parking in our building, • snacks, good coffee and office lunch twice a week from local restaurants, • great work environment.

Job Description Join Morty as a mortgage loan officer in California. Leverage our innovative mortgage technology, extensive lender marketplace, extremely competitive mortgage rates in California and dedicated closing team to advance your career and achieve success. Are you a smart, resourceful, and self-sufficient individual? We're actively seeking talented candidates based in California to join our platform as Mortgage Loan Officers. Our ideal team members are passionate about cultivating a robust mortgage business portfolio while enjoying the flexibility of setting their own pace. Successful Mortgage Loan Officers at Morty possess a deep understanding of mortgage products, exceptional communication skills, and a proven ability to forge strong relationships. Your role will involve close collaboration with homebuyers, providing expert guidance on mortgage options, and overseeing loan origination. If you're not licensed, but have been thinking about becoming an MLO, our Blueprint program is likely a better fit. You can also check out our step by step guide to getting licensed in California! This is a great opportunity to build on your existing sales experience and level up with new tools and support. Your Responsibilities • Build your own book of business – Leverage Morty's platform and marketplace to establish, grow, and service an ongoing pipeline of new customers and referrals. You can purchase leads through Morty to help build your business., • Establish a local presence – Build and maintain a local presence on the ground in a key market or markets of your choice, acting as Morty's go-to "in-market" expert in the area., • Own all communications for your customers – Ensure clients get the advice they need to successfully navigate the home financing process, building trust and working closely with our centralized closing team to ensure transactions go smoothly., • An approved mortgage license, • Willingness to hit the road to build up a book of mortgage business., • Earn 75bps - 200bps per closed loan depending on your experience and preferences.

Job Description United One Escrow is seeking a highly energetic, experienced Escrow Officer to work in our location in Torrance, CA The ideal candidate must have at least 5+ years experience as an Escrow Officer. Escrow Officer is primarily responsible for completing all tasks and responsibilities associated with through intake, processing, closing, and funding new title orders. Must be a self-starter, demonstrate the ability to work independently and meticulously multi-task as needed in order to handle pressing deadlines and consistently exceed client expectations. The Officer must have extensive knowledge of state and federal regulations and industry required guidelines. Lucrative commissions for officers who bring their own book of business. Essential Responsibilities and Requirements: • Escrow Officer will bring/provide their own profitable book of business and work on company-fed business., • Provide guidance to escrow team in all aspects of escrow process, including training, mentoring and leading by example., • Must possess a professional calm demeanor and the ability to work well under pressure in a fast paced deadline driven environment., • Officer will enhance escrow team and Company's reputation by accepting ownership for accomplishing new and different requests; and continually explore new opportunities to add value., • Attract clients by contacting prospects; following-up on leads; explaining services., • Accountable for consistently meeting business production level., • Must maintain a positive attitude, flexibility and the ability to work well with a team., • Minimum 5+ years escrow experience required., • Ability to prioritize in a high volume/fast paced environment, • Additional responsibilities, skills, and duties may be assigned or required., • Must possess a strong understanding of real estate contracts, mortgage loans, title commitments, and title insurance, • MUST be able to pass all DFPI/EAFC background checks., • MUST have 5 years+ escrow experience to be considered for this position If you are a meticulously efficient highly experienced Escrow Officer seeking new challenges, and have a passion for managing and growing your own profitable book of business or looking to take over company generated business, We are interested in talking to you! Submit your resume for immediate review and consideration.

Job DescriptionDescription: Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of full-time Mortgage Loan Originator at our Woodland Hills, CA location. Individuals will be required to develop leads and originate mortgage loans through branches, realtors, and builders, and respond to referrals from branch personnel and others. Additionally, candidates should have an understanding of the mortgage regulations and processes as well as other bank products and services in order to deepen relationships with customers. Applicants must be able to effectively communicate both verbally and written, exercise independent judgment and comprehend complex instructions, technical and financial materials and forms related to assigned duties. • Develop, lead and originate mortgage loans through branches, realtors and builders., • Interview mortgage loan applicants., • Take loan applications from customers., • Send applicant’s file to processors in the centralized loan support area., • Respond to referrals from branch personnel and others., • Assist in obtaining additional data or information when requested by processors., • Cross-sell all bank products and services. Education / Experience Preferred: • Bachelor’s Degree in a related field or equivalent experience, MBA or Master's Degree preferred., • 2+ years of lending experience preferred., • Creativity, flexibility, integrity, and a commitment to customer support are essential., • Must be able to work autonomously exercising considerable independent judgment., • Must be able to maintain composure in stressful situations. Sunflower Bank Benefits Employees enjoy outstanding benefits, including: • 401(k) Plan with 6% Match, • Health/Dental/Vision Insurance, • Company-paid Life Insurance, • Tuition Reimbursement, • Fitness Reimbursement, • Paid Time Off, • Volunteer Leave, • Paid Holidays If you qualify, apply online at . You’ve never worked any place like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets We accept applications on an ongoing basis until the role is filled. There is no fixed deadline to apply. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy. Requirements:

Job Description Join a prestigious, nationally recognized law firm renowned for its elite real estate practice. Our Los Angeles office handles high‑profile, sophisticated commercial real estate transactions, and we pride ourselves on delivering exceptional service and strategic value to our clients. Position Overview As a Real Estate Associate, you will work closely with a top-tier team handling acquisitions, dispositions, development, financing, and more. If you are a driven attorney adept at managing complex deals and crafting sophisticated transactional documents, this is a standout opportunity to advance your career in a collaborative, high-performing environment. Responsibilities • Lead or assist with acquisitions and dispositions of commercial properties, including due diligence and deal structuring., • Advise on and coordinate real estate joint ventures and development matters., • Handle mortgage and mezzanine financing, including drafting and negotiating loan documents., • Draft, review, and negotiate complex transactional instruments such as purchase and sale agreements, joint venture agreements, and financing documents., • Manage multiple concurrent deals with a high degree of organization and minimal supervision., • J.D. from a top-tier law school with a strong record of academic achievement., • 2–6 years of sophisticated commercial real estate transactional experience only (Class of 2019–2023)., • Prior experience at a large law firm or respected boutique firm., • Demonstrated strength in drafting, negotiating, and attention to detail., • Exceptional organizational skills and ability to multitask effectively under tight deadlines., • Competitive Salary, • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Training & Development

Job Description CORPORATE CULTURE AND COMPENSATION: Be part of friendly and professional team for one of the largest title companies in the United States where employees can learn, grow and make a difference. Be an instrumental part of a company focused on building long, rewarding careers in an exciting industry and where the work environment provides room for employees to grow personally and professionally. YOU'LL RECEIVE: Compensation and benefits packages are comprehensive, competitive and generous providing room for potential growth and position/compensation advancement. SUMMARY: Work directly with customers to prepare first and second mortgage loan closing packages for execution as outlined in the lenders' closing instructions. Ensure the loan packages are set up to be completed in accordance with all applicable government regulatory requirements, lender requirements and insurance requirements. ESSENTIAL FUNCTIONS: • Review lender's closing instructions and state and local closing specifications., • Review commitments to ensure all title exceptions have been cleared., • Order conveyance deeds and pertinent documents as needed., • Call to confirm deed fees, transfer tax and R.E. Taxes as needed., • Review payoff demands, calculate per diem and other charges and order updates as needed., • Communicate with customers and borrowers on title and escrow issues affecting loan closings throughout the entire process; including items needed for closing (ex. funds due, certified death certificate)., • Manage closing queue and task queue and elevate problem files to manager., • Potential attendance at after hour Company events., • Excellent verbal and written communication skills., • Excellent interpersonal and customer service skills., • Ability to prioritize and handle multiple projects., • Strong attention to detail and organizational skills. Job Posted by ApplicantPro

Job Description Sun West is a nationwide full-service mortgage lender with 40 years of experience and is proudly family-owned. We are looking for a Customer Service Representative that will act as the liaison between our company and our family of homeowners. A successful candidate must be able to grasp new concepts quickly, demonstrate exceptional attention to detail and take pride in seeing tasks through to completion. Room for advancement!!! $20.00 to $25.00 per hour Responsibilities: • Customer Service, • Call Center experience, • Collection experience is a plus, • Mortgage experience is a plus, • Strong written and verbal communication, • Active listening, • Excellent time management, • Identify and assess customer's needs, • Provide accurate, valid and complete information, • Ability to comprehend and follow directions, • Computer skills and ability to adapt to company systems, • Ability to multi-task and remain focused, • Document clear and concise comments

Job Description LBC Capital is growing, and we’re looking for an enthusiastic and driven Investor Relations Associate to join our investment team. This role is perfect for someone passionate about finance, real estate, and building long-term relationships with investors. About Us LBC Capital is a private lending and investment firm specializing in real estate–backed opportunities. We connect investors with secure, high-yield investment products and provide creative financing solutions for real estate professionals across the U.S. What You’ll Do • Build and maintain strong relationships with new and existing investors, • Communicate investment opportunities and updates clearly and professionally, • Support the capital-raising process by managing investor inquiries and onboarding, • Assist in preparing presentations, reports, and investment summaries, • Collaborate with the executive and marketing teams on fundraising campaigns, • Ensure compliance with company policies and financial regulations What We’re Looking For • Experience in investor relations, fundraising, finance, or sales (real estate background preferred), • Strong interpersonal and communication skills, • Ability to explain complex financial concepts in a clear, engaging way, • Detail-oriented, organized, and proactive, • Bachelor’s degree in finance, business, or a related field (preferred) Why Join LBC Capital • Competitive base salary + performance-based bonuses, • Growth opportunities within a rapidly expanding investment firm, • Work directly with seasoned professionals in private lending and capital markets

Job Description Position: Correspondent Account Executive Location: Remote Job Description: Note: This role is crafted for high-achieving professionals eager to make a substantial impact in correspondent lending. Join Oaktree Funding as a Correspondent Account Executive and Advance Your Career! Oaktree Funding’s Correspondent Lending Division offers innovative, flexible lending solutions tailored to empower our partners. With over three decades in the mortgage industry, we’re well-known for our stability, integrity, and client-first approach. We’re expanding our correspondent channel and looking for passionate Account Executives ready to drive growth with delegated and non-delegated programs designed to maximize success for our lending partners. Why Oaktree Funding? • Flexibility and Empowerment: Access to both Delegated and Non-Delegated delivery models, allowing correspondent partners the control and customization they need., • Competitive Edge: Highly competitive pricing, flexible net worth requirements, and products tailored to the correspondent market, creating a unique value for partners., • Industry Respect: Oaktree Funding’s brand has a long-standing reputation for excellence in service and product offerings that keep us at the forefront of correspondent lending. Position Overview: As a Correspondent Account Executive, your role is to cultivate and manage key partnerships with correspondent lenders, delivering customized solutions and maximizing loan origination volume. Your expertise and relationship-building skills will be central to our mission of fostering lasting partnerships. Key Responsibilities: • Develop and manage relationships with correspondent partners to drive loan production and achieve volume targets., • Educate partners on Oaktree’s competitive product offerings, delivery models, and support resources., • Collaborate closely with underwriting and operations to ensure efficient loan processing, seamless partner experiences, and quick issue resolution., • Conduct market research and provide competitor insights to management, contributing to continuous product and process improvements., • Represent Oaktree’s brand values of reliability, service excellence, and ethical integrity. What We’re Looking For: • Professionalism and Commitment: Driven to exceed sales goals while building trust-based relationships with clients., • Experience and Knowledge: At least three years in correspondent lending or a similar mortgage-related field, with a proven track record of account development and loan production., • Product Expertise: Comprehensive knowledge of correspondent loan products, lending guidelines, and Non-QM (Qualified Mortgage) solutions., • Exceptional Communication Skills: Ability to clearly communicate complex concepts to clients and solve problems efficiently. What We Offer: • Competitive Compensation Package: Includes performance-based incentives, rewarding strong production., • Full Benefits Package: 401(k) match, health, dental, vision, paid time off, and professional development opportunities., • Remote Flexibility: Work remotely while engaging closely with a collaborative, supportive team. How to Apply: Ready to join an industry leader and contribute to a team that values your success? Click here or email our VP of Recruiting at to apply today and embark on a rewarding journey with Oaktree Funding’s Correspondent Lending Division.

Job Description Industry Experience: Minimum of 1 year of Loan Origination experience Desired Degrees / Certifications: Must be licensed Loan Products: Conventional, FHA. VA USDA, Wholesale, Retail We're a team of people on a journey together to make the most of life and become the best versions of ourselves. We're working for something bigger than ourselves - we are working to help you get where you want to go. Offering a very comprehensive, generous compensation plan. We are seeking to hire a top Producer to accomplish the following: • Proactively soliciting new residential mortgage business, • Regularly identifying, developing and maintaining a quality network of business relationships., • Provide an exceptional, effortless customer experience by pre-qualifying potential borrowers and maintaining a thorough knowledge of lending programs, policies, procedures and regulatory requirements., • High School Diploma or equivalent required, • Excellent written and verbal communication skills, • Provides strong customer service to internal and external customers, • Exceptional organization and time management skills. Ability to manage multiple tasks and deadlines in a fast-paced environment, • Independent, self-starting, team player with a positive attitude, • Ability to read, analyze, and interpret financial data., • Working knowledge of mortgage industry, products, lending practices, and regulatory (federal and state) guidelines., • Working knowledge of mortgage origination process, FNMA, FHA, VA, USDA guidelines Job Posted by ApplicantPro

Job Description CORPORATE CULTURE AND COMPENSATION: Work with a diverse team that values individuals with intelligence, passion, creativity, and the ability to think analytically while supporting an exceptional national title company. YOU'LL RECEIVE: Compensation and benefits packages are comprehensive, competitive, and generous providing room for potential growth and position/compensation advancement. SUMMARY: Marketing Manager with InfusionSoft Keeper skills! COMPETENCIES: • Marketing experience of managing a small team within Marketing department, • Knowledge of InfusionSoft a must Job Posted by ApplicantPro

$2M annual funding Mortgage bank in Los Angeles seeking a loan officer with experience to handle and manage incoming files for mostly DSCR loans. ***Ideal candidate is originating their own business and can handle more files in their pipeline. ***Ideal candidate will adapt to our lead-gen programs with Realtors & Investors. ***ideal candidate can onboard this month and take on new files right away. Reach out ASAP to secure this position for yourself. Current Mortgage consultants are making over $12,000 per month with our team. There's no base but plenty of basis points, HIGHER splits, incoming leads, competitive rates and working DIRECTLY with UPPER management of a mortgage bank to pull strings and get deals FUNDED!

GENERAL DESCRIPTION We are seeking a candidate with strong organizational skills, exceptional attention to detail, effective communication abilities, and a collaborative mindset to work closely with all stakeholders involved in the loan process. An active MLO (Mortgage Loan Originator) license is required for this position. If you do not currently hold an MLO license, you will be expected to complete the necessary coursework and successfully pass the licensing exams after being hired ESSENTIAL FUNCTIONS • Review applicant files, determining creditworthiness and establish qualifying loan amount, • Underwriting approval or denial: Must be able to recommend an approval or denial of applicant and provide written and verbal decision to support the decision, • Communication: Update manager with any red flags, discrepancies, and share updates throughout the entire process., • Time Management - Complete assigned files within established time frame, • Documentation of processes & controls, Process and Improvements QUALIFICATIONS • Previous experience in loan underwriting, credit analysis, or a related financial role, • Strong understanding of creditworthiness criteria and loan qualification guidelines, • Ability to assess financial documents and applicant information to determine loan eligibility, • Excellent analytical and decision-making skills, with the ability to recommend loan approval or denial confidently and accurately, • Proficient in documenting decisions and communicating outcomes verbally and in writing, • Strong attention to detail, with the ability to identify discrepancies and potential red flags in applicant files, • Strong time management and organizational skills, with the ability to manage multiple files and meet deadlines consistently, • Working knowledge of underwriting software and financial systems (preferred but not required)

Job Description We are hiring for a Bilingual Mandarin Chinese or Spanish speaking Insurance Customer Service / Admin Assistant to join our team! This is a great opportunity to work with a passionate team and owner for one of the best insurance agencies in California! We welcome candidates from the bank mortgage and lending industry to apply to this position! Our fast-paced work environment with amazing office culture and team dynamic. Because of its increasing growth, there would be many opportunities for you to learn different skills and wear different hats as the team tackles on initiatives. Benefits for the Insurance Customer Service & Support Assistant: • Competitive base salary (commensurate with experience), • High growth potential/advancement opportunity, • Bilingual in Chinese Mandarin, • Minimum typing speed: 50 WPM, • Computer-savvy and proficient with Microsoft Office programs, • Strong communication skills in-person and online, • Client Account Management: assist clients and potential clients on the phone and other platforms, • Quoting: You'll learn to be the architect and design the best insurance quotes for clients with excellent coverages and amazing prices, • Learn to collaborate with management and underwriting on Home, Auto, Business insurance, • Partnership Management: Maintain and develop agency relations with partners, vendors, underwriting and clients Job Type: Full-time Pay: $40,000.00 - $60,000.00 per year Schedule:

Job Description Instead of buying leads - And wasting money on marketing to reach people you don't know - We offer the IDEAL position for independent CPA's looking to grow their tax return client business - While earning ancillary year-round income. Here is how: USTaxCerts is the industry leader in self-employed tax return services, and supporting NonQM mortgage lenders and borrowers, by delivering self-employed verifications. DOZENS of clients every month find us for one of these reasons: Most common - Their current tax professional either refused to cooperate. Very common - Their current "strip mall" tax service is prohibited from cooperating. Occasionally - They filed online themselves. Additionally - They order though our consumer direct marketing In ALL of these situations - These underserved self-employed business owners deserve dedicated full-service tax planning and preparation. That's where you come in... This role is a remote, contract, oversight position, reviewing reports related to the processing team's work. The processing teams do ALL the heavy lifting - Researching, documenting, preparing, and delivering self-employment verifications - Ensuring compliance with federal IRS and NonQM lending regulations and guidelines. Your responsibilities are to address any tax questions they may have and deliver reports to the founders/owners on production data. The expectations and benefits of these roles: CPA (Certified Public Accountant) certification is required. Independent CPA's (Non-Affiliated) preferred. Experience in self-employed tax returns preferred. Experience in business tax returns preferred. Unlimited year-round ancillary income. Unlimited access to underserved tax clients. Remote flexible scheduling. $1M per file E&O insurance provided by Berkshire Hathaway. Contractor status to start. Ownership vesting opportunities available.

Accounting & Finance Support / Remote] - Anywhere in U.Competitive pay - As an Accounts Payable Specialist at HMA Mortgage, you will: Process and review invoices for accuracy and completeness; Reconcile accounts payable transactions; Communicate with vendors to resolve any discrepancies; Manage vend

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 an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: • Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies, • Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs, • Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially, • Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications, • Receive direction from managers and exercise judgement within defined policies and procedures, • Develop understanding of bank products and services to connect to customers' needs, • Interact with customers to demonstrate care and build relationships, • Provide appropriate options for bank products and services to customer, • Refer customers' financial needs to other bankers and partners as needed, • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations belowRequired Qualifications:, • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:, • Customer service focus with experience handling complex transactions across multiple systems, • Experience proactively engaging with customers through outreach via phone or email, • Ability to educate and connect customer to technology and share the value of mobile banking options, • Ability to help customers succeed financially by offering introductions to additional team members as appropriate, • Experience working with others on a team to meet customer needs, • Experience fostering and developing strong customer relationships, • Ability to build strong relationships with internal partners, • Ability to follow policies, procedures, and regulations, • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss, • Ability to interact with integrity and professionalism with customers and team members, • Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting, • Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting, • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues, • Support customers and employees in resolving or escalating concerns or complaintsJob Expectations:, • Ability to travel 100% of the time within the district, • Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided), • Ability to work a schedule that may include most Saturdays, • Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed, • This position is not eligible for Visa sponsorship, • Novato 1590 Grant Avenue NOVATO, CA 94945, • Petaluma Washington Square 333 B South McDowell Blvd PETALUMA, CA 94954, • Strawberry Village 800 Redwood Hwy, Ste 209 MILL VALLEY, CA 94941, • Hamilton Gateway 5820 Nave Drive NOVATO, CA 94949, • Point Reyes Station 11400 State Route #1 POINT REYES STATION, CA 94956, • Corte Madera Town Center 427 Corte Madera Town Ctr CORTE MADERA, CA 94925, • San Anselmo 3 Tunstead Avenue SAN ANSELMO, CA 94960, • Miller Avenue 525 Miller Avenue MILL VALLEY, CA 94941, • Northgate 600 Las Gallinas Avenue SAN RAFAEL, CA 94903, • Greenbrae 100 Bon Air Ctr GREENBRAE, CA 94904, • Petaluma Main 125 Western Avenue PETALUMA, CA 94952, • San Rafael Main 1203 4th Street SAN RAFAEL, CA 94901, • Tiburon - Belvedere 1550 Tiburon Blvd BELVEDERE, CA 94920Pay Range:, • This job profile is eligible for a 10% pay differential.Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $23.00 - $31.00 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 As a Member Service Specialist, you’ll help UNIFY’s credit union members safeguard their assets! At UNIFY, you matter and are supported, because your success is integral in the overall success of the team and experience of our members. Our members are the priority. As a Credit Union we are not driven by profit margins and stock prices (like other financial institutions…). We are all about making sure that our members get the knowledge and assistance they need. The Member Service Specialists work directly with members to do just that! Daily, you will • Listen to understand members’ needs., • Resolve member issues regarding their existing financial products (checking, savings, credit cards, loans, etc.)., • Provide solutions based on training and available resources., • Build upon concepts and become a trusted expert., • Have passion to help and compassion to understand., • Competitive pay: Base wage starts at $21 per hour., • A clearly defined career path with promotion opportunities based on your performance., • Three weeks of job-preparedness training, • A leadership team committed to motivation and a positive environment., • A culture of inclusivity, belonging and fairness, • Health benefits, PTO, tuition reimbursement, 401K, and health and wellness incentives, • Passion for helping people and an empathetic ear to our member’s needs., • Thirst for knowledge and desire to grow., • Ability to build relationships with credit union members and teammates., • Willingness to make outbound follow-up calls to credit union members., • Ability to change in daily tasks, procedures, and workspace., • High school diploma or equivalent, • Computer experience, including ability to type documentation while listening and engaging. Overview: UNIFY Financial Credit Union is one of the nation’s largest 100 credit unions with a reputation for being financially sound and growth-oriented. We’re expanding rapidly to meet the needs of a growing member base. At UNIFY, our team members work together to strive toward a common goal, “providing superior service to our members.” In doing so, we promote a culture where your ideas matter, your growth matters, and you matter. We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful Summary: The Member Service Specialist is a key branch team member that will perform both service and sales activities. MSS’s will identify opportunities and take actions to expand our memberships, shares and consumer loan growth, through outbound calling, profiling members and generating internal referrals. MSS’s will also enhance existing relationships with credit union members in the branch by identifying financial needs and recommending convenient, efficient, and thoughtful financial solutions. This role will assist our members with products, including Consumer loans, general inquiries, recommending self-service technologies, and processing standard credit union transactions such as deposits and check cashing as needed. Successful candidates should have a working knowledge of sales and member service practices and procedures in a financial institution. Essential Duties & Responsibilities: • Responds to new and existing member inquiries, facilitates opening of accounts and recommends related Credit Union products and services based on a financial needs analysis., • Manage assigned member base and proactively uncover additional financial needs through referrals and outbound tele-consulting., • Proactively seeks, develops and maintains new business through outbound calling, internal referrals, interviews with new and existing members, and service calls to prospective employer groups; resulting in membership growth, shares, consumer loans., • Performs functions related to Consumer loans, including accepting loan applications, application processing and funding, while following lending policies, procedures and guidelines., • Records daily quality conversations with members and creates new member profiles. Inputs new membership accounts accurately and efficiently using established Credit Union policies and procedures. Maintains profiles to meet members’ future needs by conducting financial needs analysis., • Implements, supports, and monitors product campaigns at branches. Ensures Branch goals are met, anticipates obstacles, and strong strategy methods to optimize results., • Assists in the development of best practices and sales strategies by participating in training calls, conference calls, and other in branch meetings. Communicates this information and educates team members to promote group learning and maximize sales., • Develops and maintains relationships with our Investment, Insurance, and Mortgage business partners to maximize referral opportunities and achieve sales and service standards., • May conduct informal sales presentations to new and existing Select Employer Groups and Co-op groups to generate business., • Processes member transactions e.g. receiving and disbursing funds, posting deposits, loan payments, withdrawals, cash advances, and processing mail transactions efficiently and accurately., • Assists members with complex issues, initiating research, working with others to resolve and keeping the member informed., • Balances cash drawer, negotiable instruments, and daily work at the end of each workday, including encoding and proofing checks for item processing, according to Credit Union balancing requirements., • Participates in the opening and closing of the branch and may oversee operations in the absence of the manager., • Is an advocate and subject matter expert on digital banking options for members., • Becomes a Notary Public to service member needs., • Knowledge of features and benefits of Credit Union products and services in order to solicit, explain, and discuss with members. This information may be acquired through on-the-job and formal training programs., • Knowledge of sales training programs and ability to execute on these to fulfill members needs and train members of the sales team. Information relating to specific Credit Union programs may be acquired through on-the-job and formal training programs., • Strong communication skills (written and orally) and effective interpersonal skills to coach and train co-workers and deliver superior service., • Strong customer/member service skills., • Ability to analyze member’s financial needs and provide related information and/or data to demonstrate the benefits., • Requires a high school diploma or equivalent with a minimum of six months customer service, or sales experience, preferably within a financial institution., • Requires effective verbal and written communication skills, sales skills and proficiency in Microsoft Word, Excel and Outlook applications. At UNIFY, we believe that each team member is a valued contributor. Through a teamwork approach, we strive to provide a positive and rewarding workplace that helps our team succeed. UNIFY provides a work environment which promotes learning, growth, and the opportunity for team members to challenge themselves. Competitive Compensation and Excellent Benefits Package* Includes: Medical (PPO/HMO), Prescription, Dental (PPO/DMO), Vision, Life, and Short- and Long-Term Disability Insurance Dependent and Medical Care - Flexible Spending Accounts Vacation, Sick, Personal and Holiday Pay 401(K) Plan with employer match Education reimbursement for approved programs UNIFY banking privileges for you and your family *All programs subject to review and change An offer of employment is conditioned upon complying with UNIFY's requirements including, but not limited to, signing a consent to conduct a background investigation. UNIFY is proud to be a drug-free, EOE including disability/vets. For more information on UNIFY, visit us at

Job Description Launching your career with Northrop Grumman Federal Credit Union (NGFCU) means being a valued team member at one of the strongest credit unions in the country. AT NGFCU, we understand that our employees are one of our most valuable assets. We offer a total compensation program that focuses on providing work-life balance and supports the overall needs of our team members. Summary of Primary Functions The Mortgage Loan Servicing Manager/ Director will be responsible for developing, launching, and managing the Credit Union’s mortgage loan servicing operations. This key position will collaborate with leadership to build the servicing platform from the ground up, establish operational processes, ensure regulatory compliance, and maintain exceptional standards of service. Skills and Abilities Bachelor’s degree in Business, Finance, or related field (preferred). Minimum 5-8 years of experience in mortgage servicing, including at least 3 years in a leadership or managerial capacity. Proven experience launching or significantly expanding mortgage servicing operations. Strong understanding of mortgage industry regulations, compliance requirements, and servicing best practices. Demonstrated success managing teams, processes, and systems in a high-volume, customer-focused environment. Excellent analytical, organizational, and problem-solving skills. Exceptional communication and interpersonal skills with the ability to interact effectively across all levels of the organization. Proficiency with mortgage servicing software and systems. Duties and Responsibilities • Provide world class service to members and internal customers, • Lead the strategic planning, development, and implementation of the Credit Union mortgage servicing function., • Conduct performance appraisals, career development planning, and succession readiness., • Establish robust operational processes, policies, and procedures to ensure compliance with regulatory requirements and industry best practices., • Design and implement strategies to embed a member-first mindset across the servicing team—promoting empathy, responsiveness, and transparency in all borrower interactions., • Oversee the daily operations of mortgage servicing, including payment processing, escrow management, and member support., • Develop and manage a high-performing servicing team, fostering an environment of collaboration, continuous improvement, and member-centricity., • Ensure accuracy, efficiency, and compliance of all mortgage servicing operations, regularly auditing processes to mitigate risk., • Maintain comprehensive knowledge of servicing industry standards, regulations, and market trends, adapting operations as needed., • Implement technology solutions and systems to enhance service quality, improve productivity, and deliver exceptional borrower experiences., • Collaborate with Compliance to draft notices, disclosures, training modules, and monitoring tools; ensure adherence to regulatory and audit standards., • Partner with internal stakeholders to streamline hand-offs, feedback loops, and service standards that exceed member expectations., • Partner with internal stakeholders (Sales, Collections, Compliance, Technology) to streamline hand-offs, feedback loops, and service standards that exceed customer expectations. Compensation and Job Title is commensurate with experience and may fall under the following pay ranges: Mortgage Loan Servicing Manager- $88,992 to $133,488 Annually Mortgage Loan Servicing Director- $111,035 to $166,553 Annually Please note that the salary information is a general guideline only. Northrop Grumman Federal Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits. We perform thorough background checks including verification of previous employment, education, credit checks and pre-employment drug screening. Any discrepancies in reported dates, titles, or degree information may result in an employment offer to be withdrawn. NGFCU is an Equal Opportunity Employer Pursuant to the Los Angeles Fair Chance Ordinance, we will consider for employment-qualified applicants with arrest and conviction records. Monday through Friday 8:00 am to 5:00 pm

M annual funding Mortgage bank in Los Angeles seeking.Ideal candidate is originating their own business and can handle more files in their pipeline.Ideal candidate will adapt to our lead-gen programs with Realtors & Investors.Reach out ASAP to secure this position for yourself.Current Mortgage consu

Multiply Mortgage is a technology company and a mortgage company.We pair experienced, local mortgage advisors on our team with technology to deliver a better customer experience.Through our company partnerships channel, we partner directly with companies to offer mortgages as an employee benefit wi

Our branch managers oversee the daily operations of a mortgage branch and its sales team. Multiply Mortgage Branch Manager. They ensure the branch meets production goals in a compliant manner while delivering excellent customer service and maintaining a productive team environment.

Our client, a leading national law firm, is seeking a mid-level, non-partnership track attorney with 3+ years of experience to join their Consumer Finance Litigation Practice. The practice focuses on mortgage and consumer finance disputes, including matters governed by the Truth in Lending Act (TILA

Origination mentor assigned to new Loan Officer by branch who funds more than 2 loans/month (see PRMG Loan Officer Mentor Agreement). Verifies, compiles, and inputs application information for mortgage loans. Exclusive to PRMG Retail Loan Officers & Real Estate Partners.

Legitimacy and Compliance: Rest easy knowing you're operating within the legal frameworks, as our compliance team ensures adherence to all real estate and mortgage regulatory standards. Take the Bold Step Today! Embrace the future of real estate and mortgage services by becoming a Dually Licensed Ag

Meets mortgage loan operational standards by contributing mortgage loan information to strategic plans and reviews; implementing production, productivity, quality, and customer-service standards; resolving problems; identifying mortgage loan system improvements. Competes mortgage loans by monitoring

The incumbent promotes the overarching organizational objectives of exceeding goals, delivering stellar service, building brand awareness and growing Technology Credit Union (Tech CU) membership, deposits, and loans through, among other methods, outreach to member companies, mortgage brokers, commun

The Customer Service Specialist I will be responsible for providing excellent customer service by answering a large volume of incoming calls and third-party inquiries regarding existing real estate mortgage loans primarily handling inbound calls and outbound calls to borrowers due for current month.

This position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortga

This position supports customer service for mortgage customers. This role requires you to interact with hundreds of customers each week across the country to resolve support issues and ensure a best-in-class customer experience. Listen to customers, understand their needs, and resolve customer issue

Basic Qualifications - High school diploma or equivalent - Minimum one year of mortgage, sales, real estate, or banking experience - Ability to travel Preferred Skills/Experience - Well-developed sales ability - Basic knowledge of pricing and underwriting requirements of various mortgage insurance c

Job Description Calling all life insurance agents who are have struggled to be successful because of lead debt. We have an answer for you. Team Nexa Insurance Solutions is proud to include Security National Life Insurance Company Agency along with other carriers in our portfolio of carriers. We are seeking life insurance agents to join our team! No longer will agents be forced to take a reduced commission in order to get "free" old and overpriced leads. Our programs have proven to allow our agents to limit their travel, earn monies daily and not worry about leads. Full time and Part time positions are available for self-motivated and currently licensed life insurance agents to sell our final expense products to the growing senior market. Team Nexa Insurance Solutions is growing at a rapid pace. Our focus is providing the right products, the right training and a collaborative environment. Additional offerings include American Amicable, CiCa, Gerber, Mutual of Omaha, Transamerica and several more offerings. We provide the following · Free Postcard/Survey Lead System (In Person) · Live Training · Generous Commission Contracts · Unlimited growth opportunities Telesales Available Licensed Agents Can Sell · Final Expense · Mortgage Protection · Guaranteed Issue Products · Indexed Universal Life Products & Family Plans · Cancer, Heart Attack & Stroke Plans & More We can now solve all life insurance products for all families and for all agents. Team Nexa Insurance Solutions wants you to join our growing family of insurance agents. We are doing a nationwide recruiting search. This is a sales position in a growing market with successful life insurance companies that strives to assist you in achieving your desired level of success. Powered by JazzHR ZKuIDmi2ih

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) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. In this role you will: • Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:, • Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments, • Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols, • Escalate banking related issues or business risks that require an in-depth evaluation, • Advise customers on various aspects of recommended and available financial options and services, • Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services, • Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals, • Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations, • Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals, • Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially, • Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances, • Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs, • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations belowRequired 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:, • Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking, • Experience recommending financial services products and services, • Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration, • State Insurance license(s), • 3+ years of experience in a licensed financial services position, • Customer service focus with experience handling complex transactions across multiple systems, • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues, • Excellent verbal, written, and interpersonal communication skills, • Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business, • Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention, • Ability to follow policies, procedures, and regulations, • Ability to educate and connect customers to technology and share the value of self-service digital banking options, • Experience using strong business acumen to provide financial services consultation to small business customers, • Knowledge and understanding of financial services consumer lending products, • Ability to interact with integrity and professionalism with customers and employees, • High motivation with ability to successfully meet team objectives while maintaining individual performance, • Experience mentoring and peer-coaching othersJob Expectations:, • Ability to work a schedule that may include most Saturdays, • Adherence to Wells Fargo sales practices risk management culture, • Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required, • For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed 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. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment, • State Insurance license(s) are required for this role and must be completed within a specified period, • Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance, • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards., • A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary, • 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 achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $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 We are looking for dynamic, motivated individuals who are ready for a real change in life and are committed to pursuing new opportunities. Our agency is dedicated to helping families with life insurance and financial protection while creating a path for personal and financial growth for our agents. What We Offer: • Work from home: Flexibility to create your own schedule., • Leads available, • No license? No problem: We guide you through the licensing process step by step., • Proven system: Training, mentorship, and a clear blueprint for success., • Unlimited income potential: Commission-based with performance bonuses. What We’re Looking For: We’re not looking for the most experienced people — we’re looking for those who are: • Hungry: Driven to build a better future for themselves and their families., • Humble: Willing to learn and grow., • Coachable: Ready to follow a proven system for success., • Hardworking: Strong work ethic and commitment to doing what it takes., • Purpose-driven: Passionate about helping others. Responsibilities: • Contact prospective clients from provided lead sources., • Educate clients on life insurance options to fit their needs and budget., • Submit applications and follow up with clients through the underwriting process., • Commit to ongoing training and personal development. Requirements: • Must be 18+ and authorized to work in the U.S., • Willingness to obtain a life insurance license (we provide guidance)., • A computer, reliable internet connection, and a quiet workspace., • Self-motivation and the ability to work independently., • If you’re ready for a change and want an opportunity to create real financial freedom, we’d love to talk with you. Innovative Financial Management is a remote financial services agency partnered with Symmetry Financial Group. Founded by Scott Taubman, the agency is built on mentorship, integrity, and a proven system that helps everyday people succeed in life insurance sales — no matter their background. We specialize in mortgage protection, final expense, retirement solutions, and debt elimination strategies. Our agents receive hands-on support, warm leads, and all the tools needed to grow their business from home at their own pace. Visit our website for more information - . #remote #workfromhome

Job Description California is OPEN! Join our Farmers Family and become a part of one of the fastest growing Insurance Companies in America! Want to own your own business in the ever growing Insurance Industry? Click apply now to schedule your call with us today. Responsibilities: • Expanding the company's book of business by offering expert consultations on over 50 insurance products to new and existing clients., • Facilitate resolution strategies for client inquiries., • Expand business reach by engaging in your local community and building business relationships with other professionals such as CPAs, Lawyers, Realtors and Mortgage Brokers., • Comply with insurance standards and regulations through continuous education, training and implementation., • Develop and implement your own sales strategy while building and leading a high- performing team, backed by an award-winning Farmers District team! Qualifications: • Entrepreneurial spirit, with strong drive and ambition., • Previous experience in insurance, along with Property Casualty License and/or Life Insurance License is a plus., • Minimum 1 year experience in a leadership role, customer relations or sales., • Maintain a client-centric business culture by building rapport and proactively communicating., • Strong negotiation, work ethic and time management skills., • Excellent written and verbal communication skills., • Ability to self-manage, prioritize business needs and multitask., • No criminal convictions, felonies or misdemeanors within the past 10 years., • Ability to show credit worthiness and qualify for business capital requirement. Projected Income: Our agency owners, on average, achieve the following during their first 5 years of operation: • Year 1: $60,000-$90,000, • Year 2: $90,000-$120,000, • Year 3: $120,000-$150,000, • Year 4: $150,000-$180,000, • Year 5: $180,000-$250,000+ Benefits: • Award-Winning Training Program and a proven turnkey system., • Uncapped commission=Unlimited income potential, while helping people protect and grow their assets., • New Business and Renewal commissions create consistent residual income., • Competitive, performance driven quarterly and annual bonus opportunities., • Stability with a solid, top-performing company within the California insurance industry., • Access to industry-leading Insurance products., • Independent Contractor: Build equity in your business., • Local training: Dedicated business coach and a team of trainers., • Access to business, financial support through our partner financial institution. Our District offers multiple entry points into agency ownership. Ask us about our Protégé program and the opportunity to waive the capital requirement.

Job Description As a Member Financial Specialist, you’ll help UNIFY’s credit union members safeguard their assets! At UNIFY, you matter and are supported, because your success is integral in the overall success of the team and experience of our members. Our members are the priority. As a Credit Union we are not driven by profit margins and stock prices (like other financial institutions…). We are all about making sure that our members get the knowledge and assistance they need. The Member Financial Specialists work directly with members to do just that! Daily, you will • Listen to understand members’ needs., • Resolve member issues regarding their existing financial products (checking, savings, credit cards, loans, etc.)., • Provide solutions based on training and available resources., • Build upon concepts and become a trusted expert., • Have passion to help and compassion to understand., • Competitive pay: Base wage starts at $25 per hour., • A clearly defined career path with promotion opportunities based on your performance., • Three weeks of job-preparedness training, • A leadership team committed to motivation and a positive environment., • A culture of inclusivity, belonging and fairness, • Health benefits, PTO, tuition reimbursement, 401K, and health and wellness incentives, • Passion for helping people and an empathetic ear to our member’s needs., • Thirst for knowledge and desire to grow., • Ability to build relationships with credit union members and teammates., • Willingness to make outbound follow-up calls to credit union members., • Ability to change in daily tasks, procedures, and workspace., • High school diploma or equivalent, • Computer experience, including ability to type documentation while listening and engaging. Overview: UNIFY Financial Credit Union is one of the nation’s largest 100 credit unions with a reputation for being financially sound and growth-oriented. We’re expanding rapidly to meet the needs of a growing member base. At UNIFY, our team members work together to strive toward a common goal, “providing superior service to our members.” In doing so, we promote a culture where your ideas matter, your growth matters, and you matter. We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful Summary: The Member Financial Specialist is a key branch team member that will perform both service and sales activities. MFS’s will identify opportunities and take actions to expand our memberships, shares and consumer loan growth, through outbound calling, profiling members and generating internal referrals. MFS’s will also enhance existing relationships with credit union members in the branch by identifying financial needs and recommending convenient, efficient, and thoughtful financial solutions. This role will assist our members with all products, including Consumer and Real Estate loans, general inquiries, recommending self-service technologies, and processing standard credit union transactions such as deposits and check cashing as needed. Successful candidates should have a working knowledge of sales and member service practices and procedures in a financial institution. Essential Duties & Responsibilities: • Responds to new and existing member inquiries, facilitates opening of accounts and recommends related Credit Union products and services based on a financial needs analysis., • Manage assigned member base and proactively uncover additional financial needs through referrals and outbound tele-consulting., • Proactively seeks, develops and maintains new business through outbound calling, internal referrals, interviews with new and existing members, and service calls to prospective employer groups; resulting in membership growth, shares, consumer loans., • Performs functions related to Consumer loans, including accepting loan applications, application processing and funding, while following lending policies, procedures and guidelines., • Performs functions related to Real Estate loans, including accepting loan applications, application processing and funding, while following real estate lending policies, procedures and guidelines., • Records daily quality conversations with members and creates new member profiles. Inputs new membership accounts accurately and efficiently using established Credit Union policies and procedures. Maintains profiles to meet members’ future needs by conducting financial needs analysis., • Implements, supports, and monitors product campaigns at branches. Ensures Branch goals are met, anticipates obstacles, and strong strategy methods to optimize results., • Assists in the development of best practices and sales strategies by participating in training calls, conference calls, and other in branch meetings. Communicates this information and educates team members to promote group learning and maximize sales., • Develops and maintains relationships with our Investment, Insurance, and Mortgage business partners to maximize referral opportunities and achieve sales and service standards., • May conduct informal sales presentations to new and existing Select Employer Groups and Co-op groups to generate business., • Processes member transactions e.g. receiving and disbursing funds, posting deposits, loan payments, withdrawals, cash advances, and processing mail transactions efficiently and accurately., • Assists members with complex issues, initiating research, working with others to resolve and keeping the member informed., • Balances cash drawer, negotiable instruments, and daily work at the end of each workday, including encoding and proofing checks for item processing, according to Credit Union balancing requirements., • Participates in the opening and closing of the branch and may oversee operations in the absence of the manager., • Is an advocate and subject matter expert on digital banking options for members., • Becomes a Notary Public to service member needs., • Knowledge of features and benefits of Credit Union products and services in order to solicit, explain, and discuss with members. This information may be acquired through on-the-job and formal training programs., • Knowledge of sales training programs and ability to execute on these to fulfill members needs and train members of the sales team. Information relating to specific Credit Union programs may be acquired through on-the-job and formal training programs., • Strong communication skills (written and orally) and effective interpersonal skills to coach and train co-workers and deliver superior service., • Strong customer/member service skills., • Ability to analyze member’s financial needs and provide related information and/or data to demonstrate the benefits., • Requires a high school diploma or equivalent with a minimum of six months customer service, or sales experience, preferably within a financial institution., • Requires effective verbal and written communication skills, sales skills and proficiency in Microsoft Word, Excel and Outlook applications., • Requires lending certification or the willingness and aptitude to gain certification within three months of hire At UNIFY, we believe that each team member is a valued contributor. Through a teamwork approach, we strive to provide a positive and rewarding workplace that helps our team succeed. UNIFY provides a work environment which promotes learning, growth, and the opportunity for team members to challenge themselves. Competitive Compensation and Excellent Benefits Package* Includes: Medical (PPO/HMO), Prescription, Dental (PPO/DMO), Vision, Life, and Short- and Long-Term Disability Insurance Dependent and Medical Care - Flexible Spending Accounts Vacation, Sick, Personal and Holiday Pay 401(K) Plan with employer match Education reimbursement for approved programs UNIFY banking privileges for you and your family *All programs subject to review and change An offer of employment is conditioned upon complying with UNIFY's requirements including, but not limited to, signing a consent to conduct a background investigation. UNIFY is proud to be a drug-free, EOE including disability/vets. For more information on UNIFY, visit us at #IND123

Job DescriptionDescription: At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today’s needs and reach tomorrow’s dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: We are seeking a dynamic Personal Banker III, who is an experienced advisor in establishing, developing and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial relationships with members to help attain department goals. What You Will Do: • Responsible for establishing, developing and retaining deep financial relationships with members, to help meet and exceed member and credit union goals., • This role requires a strong ability to professionally and effectively communicate with prospective and current members on a broad range of situations., • The Personal Banker 3 must be flexible and be willing/able to migrate between the teller line and platform seamlessly, working as part of a team to maximize revenue growth and to meet or exceed personal and Branch sales and service goals., • Responsible for identifying member needs and cross-selling appropriate products and services, while meeting sales goals and service standard expectations., • Performs a full range of senior teller, operational, and account management transactions accurately and efficiently., • Balances daily transactions and verify that cash totals are correct., • Open all variety of deposit accounts, resolve member issues, manage account maintenance, and update member information as required., • Assists members with Safe Deposit access/open Safe Deposit boxes for members, where applicable. Requirements: What We Are Looking For: • High School degree or equivalent, • A minimum of three (3) years of banking experience, • Track record of outstanding member service., • Demonstrated track record of success meeting and/or exceeding established goals., • Lending experience., • Strong “People” skills, comfortable multi-tasking, ability to work independently AND as a member of a team, capable in a relationship focused sales environment. Pay Range Info: To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $23-$29 per hour Key words: banking, credit union, personal banker, financial service specialist Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. EOE/Drug-free workplace Perks Important to You: Our Team Members enjoy the following rewards and benefits: • Competitive pay, • Subsidized health care including medical, dental and vision, • FSA and HSA, • Company-Paid Life and A&D insurance, • Discounts on loans (must be a member), • Paid Vacation, Holiday, and Sick time, • 401k Retirement Saving Plan with a 6% safe harbor employer match, • Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation’s largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.

Job DescriptionDescription: Job Title: PERSONAL BANKER IV - Granada Hills Overview: At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today’s needs and reach tomorrow’s dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. We are seeking a dynamic Personal Banker IV, who is an experienced in supporting the Branch Manager with oversight of the branch. Accountable for all aspects of performance including deposit/loan growth, member service, business development and operations for the branch. What You Will Do: • Responsible for building strong relationships to promote member retention and loyalty, provide exceptional service while identifying member’s needs., • Effectively assistance in supervising branch team members, ensuring optimal performance., • Assumes responsibility for performing a broad variety of Teller transactions including deposits, withdrawals, transfers, and loan payments, sells cashier's checks with a high degree of accuracy in accordance with CU's policies and procedures, including robbery procedures., • Preserves privacy on member account information and security of assigned cash and keys by complying with all applicable branch security procedures., • Responsible for completing and balancing each day’s transactions and verify all totals to computer generated balance sheet., • Performs a variety of duties related to member accounts including but not limited to member correspondence, instant issue debit cards, file maintenance, and telephone., • Performs complex senior level services such as opening accounts, accepting and processing loan applications and handling member service requests, business account/loans, wealth management, licensing, special accounts, etc., • Sales and operationally proficient. Needs based selling, member relationship responsibilities as necessary, • Ensures member requests and questions are promptly resolved. Handle member complaints. Ensures members are informed of Credit Union services and policies. Ensures the Credit Union’s quality reputation is maintained and protected., • Assumes responsibility for assisting in the supervision of branch operations ensuring effective and efficient performance of branch operations., • Ensures the branch balances all transactions at the close of each day. Run related reports and complete all checklists at the end of each day., • This position is a designated Mortgage Loan Originator (MLO), and as such, requires full compliance with the Secure and Fair Enforcement for Mortgage Licensing (SAFE) Act Requirements: What We Are Looking For: • High school graduate or equivalent/College degree preferred, • Required 3 to 5 years banking experience, • Advanced understanding of credit union products and services, • Demonstrated track record of success meeting and/or exceeding established sales goals, • Outstanding member experience, • Cash Handling experience, • Supervisory/Management experience, preferred, • Advanced Sales and Lending experience Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. EOE Veteran / Disabled Drug-free Workplace Pay Range Info: To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $29.00 – $36.00 hourly Perks Important to You: Our Team Members enjoy the following rewards and benefits: • Competitive pay, • Subsidized health care including medical, dental and vision, • FSA and HSA, • Company-Paid Life and A&D insurance, • Discounts on loans (must be a member), • Paid Vacation, Holiday, and Sick time, • 401k Retirement Saving Plan with a 6% safe harbor employer match Founded in 1957, Premier America is one of the nation’s largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.

Job Description Sun West is a nationwide full-service mortgage seller /servicer with over 42 years of experience. Our current expansion initiative is driven with respect to the competency evolution of Sun West. Sun West has set the mark in the Mortgage industry as one of the leading company’s specialized in FHA Single Family, HUD Multi Family, VA, Conventional and Home Equity mortgages. Sun West is one of the few direct lenders to provide in-house underwriting, funding, and servicing. Our team is dedicated to offering exceptional customer service coupled with integrity, reliability, strength and stability. We achieve this through our commitment to technology. Sun West Mortgage Company Inc. is looking to fill positions in all states except for California, Washington, Arizona, Oregon, Colorado, Connecticut, Illinois, Maine, Maryland, Massachusetts, New Jersey, New York, Rhode Island and Vermont. You can work from the comfort of your home too! We are looking for Full Time and Part Time Telemarketers • No Prior Mortgage Experience Necessary. We will train the right individuals., • Prospect and follow up on all assigned leads., • Making multiple outbound calls to potential customers., • Sharing information about company/organization by following sales scripts., • Excellent phone communication, follow up, and customer relation skills., • Ability to learn quickly and possess an aptitude to understand mortgage lending., • Strong work ethic, positive attitude, ability to multi-task, and excellent computer skills., • Must be sales motivated with excellent customer service, retention, and sales closing skills., • Genuine desire to grow and learn, as well as contribute positively to a team-oriented work environment.Company DescriptionSun West Mortgage Company, Inc. is an Equal Opportunity Employer. The company and its affiliates recruit and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, veteran or disability status, medical condition, marital status, or any other factor prohibited by federal, state, provincial, and municipal laws.Sun West Mortgage Company, Inc. is an Equal Opportunity Employer. The company and its affiliates recruit and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, veteran or disability status, medical condition, marital status, or any other factor prohibited by federal, state, provincial, and municipal laws.

Job DescriptionDescription: Job Title: Personal Banker II - Chatsworth At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today’s needs and reach tomorrow’s dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: We are seeking a dynamic Personal Banker II, who is an experienced advisor in establishing, developing, and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial relationships with members to help attain department goals. What You Will Do: • Responsible for establishing, developing, and retaining deep financial relationships with members, to help meet and exceed member and credit union goals., • Performs Teller and referral functions, opens new accounts and loan applications to building relationships and drive growth and sales opportunities., • Accurately count cash, checks, and package coins and currency., • Balance daily transactions and verify that cash totals are correct., • Promotes, educates, and refers on credit union financial products and services to member in the community based on their needs as determined from member interviews., • Assumes responsibility for performing a broad variety of Teller transactions including deposits, withdrawals, transfers, and loan payments, sells cashier's checks with a high degree of accuracy in accordance with CU's policies and procedures, including robbery procedures. Requirements: What We Are Looking For: • High School degree or equivalent, • Cash Handling experience and responsibilities required, • Previous Banking experience preferred, • Track record of outstanding member service, • Bilingual Spanish preferred, • Demonstrated success meeting and/or exceeding established sales goals, • Strong “People” skills, comfortable multi-tasking, ability to work independently AND as a member of a team, capable in a relationship focused sales environment. Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. Equal Opportunity Employer - Veteran / Disabled Drug Free environment Pay Range Info: To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $20 - $26 hourly Perks Important to You: Our Team Members enjoy the following rewards and benefits: · Competitive pay · Subsidized health care including medical, dental and vision · FSA and HSA · Company-Paid Life and A&D insurance · Discounts on loans (must be a member) · Paid Vacation, Holiday, and Sick time · 401k Retirement Saving Plan with a 6% safe harbor employer match · Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation’s largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.

Job DescriptionDescription: At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today’s needs and reach tomorrow’s dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: We are seeking a dynamic Personal Banker II, who is an experienced advisor in establishing, developing, and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial relationships with members to help attain department goals. About You: • Customer Service: You are a resource in identifying and resolving member servicing issues and enhances member experience by providing distinctive quality service., • Teamwork: Your leadership style emphasizes the importance of teamwork, while encouraging individuals to learn and grow. You have been recognized for your excellent interpersonal skills and your ability to effectively communicate, build rapport, and relate to others., • Judgement: You make exact decisions about business policies, managing risks and ensuring operations are conducted in accordance with internal policies, procedures, and legal/regulatory requirements., • Communication: Your effective communication style will be used to transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. What You Will Do: • Responsible for establishing, developing, and retaining deep financial relationships with members, to help meet and exceed member and credit union goals., • Performs Teller and referral functions, opens new accounts and loan applications to building relationships and drive growth and sales opportunities., • Accurately count cash, checks, and package coins and currency., • Balance daily transactions and verify that cash totals are correct., • Promotes, educates, and refers on credit union financial products and services to member in the community based on their needs as determined from member interviews., • Assumes responsibility for performing a broad variety of Teller transactions including deposits, withdrawals, transfers, and loan payments, sells cashier's checks with a high degree of accuracy in accordance with CU's policies and procedures, including robbery procedures. Requirements: What We Are Looking For: • High School degree or equivalent, • Track record of outstanding member service Demonstrated success meeting and/or exceeding established sales goals Banking experience Cash Handling experience, • Strong “People” skills, comfortable multi-tasking, ability to work independently AND as a member of a team, capable in a relationship focused sales environment. Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. EOE/Drug-free workplace Pay Range Info: To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $20 - $26 / hour. Perks Important to You: Our Team Members enjoy the following rewards and benefits: • Competitive pay, • Subsidized health care including medical, dental and vision, • FSA and HSA, • Company-Paid Life and A&D insurance, • Discounts on loans (must be a member), • Paid Vacation, Holiday, and Sick time, • 401k Retirement Saving Plan with a 6% safe harbor employer match, • Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation’s largest credit Founded in 1957, Premier America is one of the nation’s largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members

Job DescriptionDescription: At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today’s needs and reach tomorrow’s dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: We are seeking a dynamic Personal Banker III, who is an experienced advisor in establishing, developing and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial relationships with members to help attain department goals. What You Will Do: • Responsible for establishing, developing and retaining deep financial relationships with members, to help meet and exceed member and credit union goals., • This role requires a strong ability to professionally and effectively communicate with prospective and current members on a broad range of situations., • The Personal Banker 3 must be flexible and be willing/able to migrate between the teller line and platform seamlessly, working as part of a team to maximize revenue growth and to meet or exceed personal and Branch sales and service goals., • Responsible for identifying member needs and cross-selling appropriate products and services, while meeting sales goals and service standard expectations., • Performs a full range of senior teller, operational, and account management transactions accurately and efficiently., • Balances daily transactions and verify that cash totals are correct., • Open all variety of deposit accounts, resolve member issues, manage account maintenance, and update member information as required., • Assists members with Safe Deposit access/open Safe Deposit boxes for members, where applicable. Requirements: What We Are Looking For: • High School degree or equivalent, • A minimum of two (2) years of banking experience, • Track record of outstanding member service., • Demonstrated track record of success meeting and/or exceeding established goals., • Lending experience., • Strong “People” skills, comfortable multi-tasking, ability to work independently AND as a member of a team, capable in a relationship focused sales environment. Pay Range Info: To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $23 -$28 / per hour. Key words: banking, credit union, personal banker, financial service specialist Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. EOE/Drug-free workplace Perks Important to You: Our Team Members enjoy the following rewards and benefits: • Competitive pay, • Subsidized health care including medical, dental and vision, • FSA and HSA, • Company-Paid Life and A&D insurance, • Discounts on loans (must be a member), • Paid Vacation, Holiday, and Sick time, • 401k Retirement Saving Plan with a 6% safe harbor employer match, • Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation’s largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.

Originates mortgage loans in an assigned metropolitan territory. Takes applications, conducts preliminary underwriting reviews, submits loan applications to processing and underwriting for approval. Incumbents are customarily and regularly engaged in making and soliciting loan sales and conducting s

Job Description Are you seeking a career that allows you to make a meaningful impact in the lives of others? As a Financial Advisor, you will support clients in working toward long-term financial stability—whether that means planning for their children’s education, managing mortgage and healthcare expenses, or preparing for retirement. Whether you're considering a new career path, expanding your current practice, or starting from the ground up, we provide comprehensive training, robust resources, and a diverse product portfolio to help you succeed. This role offers the opportunity to build lasting client relationships, enjoy the autonomy of managing your own career, and benefit from significant income potential—all while guiding individuals and families through both expected and unforeseen financial milestones. Compensation: $50,000 - $150,000+ at plan commission Responsibilities: • Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives., • Provide advice on a wide range of financial products and services, including but not limited to: life insurance, annuities, retirement plans, and tax planning strategies., • Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients., • Build and maintain strong relationships with clients through regular communication and exceptional service, helping to ensure their financial goals are met and exceeded., • Bachelor's Degree or equivalent in work experience., • Excellent communication and relationship-building skills., • Integrity and Strong Work Ethic., • Business-Minded Spirit., • Confidence and Resilience. Competitive Advantages: • Extensive professional development, training, and mentoring programs., • Industry leader with excellent financial strength and impeccable integrity., • Innovative market development tools., • State-of-the-art financial analysis software., • Flexibility to balance career and personal needs., • Excellent compensation and benefits. Mountain Peak Wealth Solutions is a global, diversified financial services organization whose member companies offer access to a broad portfolio of financial products and services. Our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to the needs of our individual, corporate, and institutional clients over the long term. We help clients achieve success in a changing world through the accumulation and protection of wealth. This position is not fully remote. Job Types: Full-time, Contract Pay: $50,000 - $150,000 per year Benefits: • 401(k), • Dental insurance, • Flexible schedule, • Health insurance, • Life insurance, • Professional development assistance, • Referral program, • Retirement plan, • Vision insurance Compensation Package: • Commission pay Ability to Commute: • Los Angeles, CA Ability to Relocate: • Los Angeles, CA, • Los Angeles, CA: Relocate before starting work Work Location: Hybrid remote in Los Angeles, CA About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Job Description Compensation: 100% Commission (1099) – Average First-Year Earnings: $45,998 Location: Fully Remote – Work From Home About the Opportunity We are looking for ambitious, coachable individuals to join our team as Insurance Sales Representatives. This is a remote, work-from-home role offering flexible hours and the chance to grow a long-term career in the insurance industry. If you are motivated, tech-savvy, and eager to learn, this could be the perfect opportunity for you. No insurance experience is required—training is provided—but success comes to those who are disciplined, self-starters, and willing to follow a proven system. Responsibilities * Conduct virtual meetings with prospective clients to identify their insurance needs. * Present life insurance, mortgage protection, and related financial products that best fit client goals. * Build relationships and deliver excellent customer service in a professional, remote setting. * Manage your own schedule while meeting production and sales goals. * Participate in ongoing coaching and training programs to sharpen skills. * Use provided software tools to track leads, applications, and client interactions. What We Offer * Unpaid but comprehensive training program designed for new agents. * Software and technology provided—no additional phone line required. * Access to a supportive team culture and mentorship network. * Performance-based income with unlimited earning potential. * Flexibility to work from home and design your own schedule. RequirementsWhat You Need * Computer and reliable internet connection (required). * Strong technology skills and ability to learn new systems quickly. * No prior experience required—we value coachability and willingness to learn. * Must be a self-starter, motivated, and able to work independently. * Excellent communication and time-management skills. BenefitsWhy Join Us? This role is ideal for individuals seeking: * A remote sales career with growth potential. * The ability to control their income through performance. * An opportunity to enter the insurance and financial services industry without prior experience. * A supportive environment where hard work and persistence pay off.