• Officer , Client Services Manager

    Banc of California (Santa Ana, CA)
    …is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and ... developing work schedules and providing necessary training. + Oversees call center scheduling and workforce management. Analyzes volume and trends to ensure… more
    Banc of California (04/11/24)
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  • Mortgage Loan Officer

    US Bank (City Of Industry, CA)
    …in areas with a high volume of applicants, such as customer service, contact center , and Financial Crimes investigations, remain open for approximately 5 days of ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...local, state and national laws (eg, zoning ordinances, Truth-in Lending , RESPA, energy audit requirements, etc.) - Ability to… more
    US Bank (04/23/24)
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  • Senior Wealth Advisor - Fullerton/Placentia

    Citigroup (Fullerton, CA)
    …partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients through converting referral ... for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth...Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. **Job Responsibilities:** . Build relationships with new… more
    Citigroup (04/12/24)
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