- Carrington (Anaheim, CA)
- **Come join our amazing team and work remote from home!** Client Relationship Analyst is responsible for capturing and documenting client /investor ... diploma or equivalent work experience; Bachelor's degree preferred. + Experience in relationship management or client services within mortgage servicing or… more
- AON (Irvine, CA)
- Benefits Analyst Do you like to ensure things are... you will report directly to the Director of Client Services. This is a hybrid role with the ... and clients succeed. What the day will look like + Consults with each assigned Client to assist in the navigation on what documentation Aon requires be provided for… more
- Banc of California (Anaheim, CA)
- …ncino undergo thorough quality control (QC) as part of the analyst workflow and actively communicate with Relationship Managers/Underwriters/Portfolio Managers ... (the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to… more
- Anywhere Real Estate (Riverside, CA)
- …candidates for our Accounts Payable role and the primary function of the Account Analyst is to accurately audit supplier invoices in order to make timely payment to ... the supplier and timely billing to the client . This position may also include work related to reconciling account aging's with suppliers, coordinating activities… more
- Anywhere Real Estate (Riverside, CA)
- …T&E / AP Disbursements and disburses in Oracle + Ensures compliance with all client and Cartus internal control procedures for US and Canada + Prepares financial ... team and between various departments including; A/P, Treasury, Closing Network, ORC, Client Billing, Corp Actg. + Participate in special projects as needed… more
- Deloitte (Costa Mesa, CA)
- …& data platforms. Our delivery models are tailored to meet each client 's unique requirements. What we do Our Industry Solutions offering provides verticalized ... recommendations. You will often help present your team's findings to senior client stakeholders and implement recommendations. The ideal candidate will be curious,… more
- Edwards Lifesciences (Irvine, CA)
- …able to work in a team environment, including inter-departmental teams, assigned client group(s), and key contacts representing the organization on contracts or ... and verbal communication skills and interpersonal skills including consultative and relationship management skills with ability to drive achievement of objectives +… more
- Citigroup (Corona, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) + Organize client events...Business Partners, Relationship Manager, etc.) + Organize client events to enhance client bonding. +… more
- TIAA (Sherman Oaks, CA)
- …Sedentary Work **Career Level** 8IC Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous ... * Deeply curious with a demonstrated ability to uncover the needs of the client . * Giving and receiving constructive feedback are hallmarks of your character. *… more
- City National Bank (Irvine, CA)
- …credit and loan underwriting expertise to a team of Personal & Business Banking Relationship Managers. Is client facing and manages all aspects of credit ... approval is granted. Validates the credit analysis prepared by the Credit Analyst 's and provides opinions and recommendations regarding proposed credit and potential… more
- PNC (Irvine, CA)
- …pitches and memorandums, developing new initiatives, executing transactions and providing client relationship support. + Develops and maintains advanced ... be successful in this position. **Preferred Skills** Accountability, Asset Management, Client Relationship Building, Corporate Finance, Decision Making, Economic… more
- Deloitte (Costa Mesa, CA)
- …& data platforms. Our delivery models are tailored to meet each client 's unique requirements. Our Industry Solutions offering provides verticalized solutions that ... transformations in the wealth management industry combined with executive relationship -building, leadership, coaching, and communication skills. Your role You will… more
- Pegasystems (Anaheim, CA)
- …largest organizations. **What You'll Do at Pega:** + Develop a trusted advisor relationship with multiple stakeholders across the client organization + Leverage ... and product knowledge to share insights about how a client can maximize license to drive business benefits +...customer's thinking to quickly gain credibility, build a strong relationship and contribute to the success of our clients… more
- Umpqua Bank (Irvine, CA)
- …we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting ... Security Essentials, GIAC Certified Incident Handler, CompTIA Security+, or Cybersecurity Analyst +, preferred. + Proven ability to manage security solutions in an… more
- Nordstrom (Riverside, CA)
- …Strong evidence of driving goals with minimal day-to-day supervision + Superior client relationship management skills + Demonstrated negotiation skills + Ability ... to plan and manage within budget and time constraints + Strategic thinker with strong implementation orientation + Basic understanding of commercial leases, contract documents and routine accounting methods. + Familiarity with and understanding of building… more