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Addition Financial Jobs in California (NOW HIRING)

Financial Engineer

Westlake Village, CA ยท On-site

$107K - $132K/yr

Financial Engineer Location: CA - Westlake Village What you'll do: As a Financial Engineer, you ... In addition, the role may be eligible for annual bonus/incentives earned. Benefits you'll love: We ...

The FP&A Analyst will approach projects with a flexible, innovative, service-oriented approach, and ... addition to competencies around editing and writing, candidate must also be able to communicate ...

Financial Analyst

El Segundo, CA ยท On-site

$55K/yr

In addition to our awesome culture, we offer a comprehensive benefits package designed to support ... and financial services. For more details, feel free to inquire during the interview process.

In addition to our awesome culture, we offer a comprehensive benefits package designed to support ... and financial services. For more details, feel free to inquire during the interview process.

Financial Analyst jobs require candidates to have excellent communication, organization, and must ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...

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In addition, the Government will evaluate resumes based on the strength of the proposed individual's education and rate the resume accordingly. Recent Navy shipboard Financial management experience ...

Position Summary Antora Energy is seeking a highly analytical and driven Financial Analyst to own ... In addition to a competitive base salary, Antora Energy's Total Rewards program includes equity ...

Adecco is hiring immediately for a Financial Analyst with a local client in Santa Clara, CA. Pay is ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...

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Addition Financial information

What are the key skills and qualifications needed to thrive as a Financial Advisor, and why are they important?

To thrive as a Financial Advisor, you need a solid grounding in finance, investment strategies, and personal financial planning, typically backed by a relevant degree and licenses such as Series 7 or CFP certification. Familiarity with financial planning software, CRM systems, and portfolio management tools is commonly required. Excellent interpersonal skills, active listening, and trust-building abilities help financial advisors connect with clients and tailor solutions to their goals. These competencies are crucial for building client relationships, providing sound advice, and ensuring regulatory compliance in a competitive financial services environment.

What is Addition Financial?

Addition Financial is a credit union based in Central Florida that provides a range of financial services including savings and checking accounts, loans, credit cards, and investment products. Unlike traditional banks, Addition Financial is a not-for-profit cooperative owned by its members, which allows it to offer competitive rates and lower fees. The credit union primarily serves individuals who live, work, worship, or attend school in select counties in Florida. Membership is also open to employees and students of certain educational institutions. Addition Financial is committed to supporting financial wellness and education in the communities it serves.

What is the difference between Addition Financial vs Loan Officer?

AspectAddition FinancialLoan Officer
CredentialsTypically requires a high school diploma or equivalent; some roles may need financial certificationsRequires a mortgage license, state-specific licensing, and sometimes certifications like NMLS
Work EnvironmentBank branches, credit unions, or financial institutionsLoan offices, banks, mortgage companies, often client-facing
Industry UsageFinancial services, credit unions, bankingMortgage lending, banking, real estate finance

While Addition Financial is a credit union offering various financial services, a Loan Officer specializes in evaluating and approving loan applications, often working within banks or mortgage companies. Both roles involve financial knowledge, but Loan Officers focus more on lending processes, whereas Addition Financial provides broader banking services.

What are the most rewarding aspects of working at Addition Financial, and how does the company support professional growth?

One of the most rewarding aspects of working at Addition Financial is the opportunity to contribute directly to members' financial well-being while working in a collaborative, supportive environment. The company offers robust training programs, mentorship opportunities, and clear pathways for advancement, encouraging employees to pursue both personal and professional goals. Team members regularly collaborate across departments, fostering a community-focused atmosphere and diverse skill development. Additionally, Addition Financial is known for promoting from within, providing employees with the chance to grow their careers in the financial services industry.
What are popular job titles related to Addition Financial jobs in California? For Addition Financial jobs in California, the most frequently searched job titles are:
Financial Engineer

Financial Engineer

Conventus

Westlake Village, CA โ€ข On-site

$107K - $132K/yr

Full-time

Medical, Dental, Retirement

Posted 20 days ago


Job description

Job Title:

Financial Engineer

Location:

CA - Westlake Village

What you'll do:

As a Financial Engineer, you will be part of the Corporate Modeling Analytics team, focused on developing, maintaining, and enhancing advanced models and analytical tools that support the firm's Secondary Marketing MSR and EBO positions. In this role, you will collaborate closely with Risk Management, FP&A, and Servicing teams, and take ownership of building and refining the firm's core financial and optimization models. You will also provide critical analytical support to inform trading and hedging strategies.
  • Design and implement quantitative frameworks spanning data mining, predictive modeling, and large-scale data processing.
  • Leverage advanced analytics platforms to manage MSR/EBO portfolios, delivering insights on servicing performance, risk exposure, hedging strategies, and market dynamics.
  • Lead the enhancement of core financial models (prepayment, mortgage rates, delinquency) and develop new modeling approaches to address evolving business needs.
  • Deliver comprehensive monthly and quarterly analytics, including valuation, risk assessment, stress testing, and model performance insights to support strategic decision-making.

What you'll need:

  • 1+ years of related experience.
  • Bachelor's degree in related field required; Masters or MBA in related field preferred.
  • Entry level knowledge of residential mortgage industry in Correspondent or Retail Lending including; sales, operations, capital markets and/or other residential mortgage products and services.
  • Entry level knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
  • Intermediate to advanced experience with C#, SQL Server, Excel and Excel VBA, PowerBI.
  • Intermediate to advanced experience with statistical analysis, including the use of tools like R or Python.
  • Intermediate speaking and writing communication skills.
Compensation: Salary range for new hires is generally $107,395.00 - $132,661.00 for Westlake Village, CA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned.

Benefits you'll love:

We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!

About the company:

AmeriHome Mortgage is a Western Alliance Bank company. Western Alliance Bank, Member FDIC, is a wholly owned subsidiary of Western Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes six legacy bank brands - Alliance Association Bank, Alliance Bank of Arizona, Bank of Nevada, Bridge Bank, First Independent Bank and Torrey Pines Bank - that remain part of the company's heritage.

Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email HR@westernalliancebank.com or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.

Western Alliance Bancorporation