$60K - $90K/yr
... online filing system for sales and administrative professionals. • Gathers or assists in compiling information as needed for loan documents, new account documentation, compliance related material ...
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$60K - $90K/yr
... online filing system for sales and administrative professionals. • Gathers or assists in compiling information as needed for loan documents, new account documentation, compliance related material ...
... online filing system for sales and administrative professionals. • Gathers or assists in compiling information as needed for loan documents, new account documentation, compliance related material ...
... online filing system for sales and administrative professionals. • Gathers or assists in compiling information as needed for loan documents, new account documentation, compliance related material ...
Rancho Cucamonga, CA · On-site
$25 - $50/hr
Create Gmail and USCIS accounts for clients for online filing. * Provide case follow-up, ensuring timely communication and updates. Client Relationship Management: * Build and maintain strong ...
New
Rancho Cucamonga, CA · On-site
$25 - $50/hr
Create Gmail and USCIS accounts for clients for online filing. * Provide case follow-up, ensuring timely communication and updates. Client Relationship Management: * Build and maintain strong ...
New
Create Gmail and USCIS accounts for clients for online filing. * Provide case follow-up, ensuring timely communication and updates. Client Relationship Management: * Build and maintain strong ...
New
Create Gmail and USCIS accounts for clients for online filing. * Provide case follow-up, ensuring timely communication and updates. Client Relationship Management: * Build and maintain strong ...
New
Orange, CA · On-site
$75K - $90K/yr
Medicare Part D Creditability Determination, update Medicare Part D Model Notice, perform online filing to CMS for Medicare credibility status, provide client annual Agent Compensation Disclosure ...
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Orange, CA · On-site
$75K - $90K/yr
Medicare Part D Creditability Determination, update Medicare Part D Model Notice, perform online filing to CMS for Medicare credibility status, provide client annual Agent Compensation Disclosure ...
$17/hr
You will be responsible for efficiently filing all service OR sales contracts related paperwork associated with the service or purchased and sales of new and used vehicles. This is an excellent ...
$17/hr
You will be responsible for efficiently filing all service OR sales contracts related paperwork associated with the service or purchased and sales of new and used vehicles. This is an excellent ...
$18.50/hr
If a File Clerk sounds like something you would be interested in, and you meet the qualifications listed below, apply now! What's in this File Clerk position for you? * Pay: $18.50 * Shift: Mon ...
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$18.50/hr
If a File Clerk sounds like something you would be interested in, and you meet the qualifications listed below, apply now! What's in this File Clerk position for you? * Pay: $18.50 * Shift: Mon ...
$18/hr
File Clerk This non-exempt employee is responsible for maintenance of physical case files. The assignments are administrative and clerical in nature and are non-billable. Essential Duties * Maintains ...
$18/hr
File Clerk This non-exempt employee is responsible for maintenance of physical case files. The assignments are administrative and clerical in nature and are non-billable. Essential Duties * Maintains ...
$17/hr
You will be responsible for efficiently filing all service OR sales contracts related paperwork associated with the service or purchased and sales of new and used vehicles. This is an excellent ...
Quick apply
$17/hr
You will be responsible for efficiently filing all service OR sales contracts related paperwork associated with the service or purchased and sales of new and used vehicles. This is an excellent ...
$17.50/hr
If a File Clerk sounds like something you would be interested in, and you meet the qualifications listed below, apply now! What's in this File Clerk position for you? * Pay: $18.50 * Shift: Mon ...
Quick apply
$17.50/hr
If a File Clerk sounds like something you would be interested in, and you meet the qualifications listed below, apply now! What's in this File Clerk position for you? * Pay: $18.50 * Shift: Mon ...
Irvine, CA · On-site
$17/hr
You will be responsible for efficiently filing all service OR sales contracts related paperwork associated with the service or purchased and sales of new and used vehicles. This is an excellent ...
Irvine, CA · On-site
$17/hr
You will be responsible for efficiently filing all service OR sales contracts related paperwork associated with the service or purchased and sales of new and used vehicles. This is an excellent ...
$17.50 - $18.50/hr
... filing is all numeric · Must be able to work in fast paced environment and have the ability to lift up to 35lbs. · Must be able to stand for an 8-hour work shift · Must be okay using a ladder to ...
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$17.50 - $18.50/hr
... filing is all numeric · Must be able to work in fast paced environment and have the ability to lift up to 35lbs. · Must be able to stand for an 8-hour work shift · Must be okay using a ladder to ...
Maintain a clean and organized filing room, front desk, and reception area * Support annual audit procedures and reporting requirements * Perform additional clerical and administrative duties as ...
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Maintain a clean and organized filing room, front desk, and reception area * Support annual audit procedures and reporting requirements * Perform additional clerical and administrative duties as ...
Orange, CA · On-site
$23 - $24/hr
The right candidate will take ownership of the filing process, ensure that all materials are handled accurately and timely and takes pride in maintaining exceptional organization and efficiency ...
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Orange, CA · On-site
$23 - $24/hr
The right candidate will take ownership of the filing process, ensure that all materials are handled accurately and timely and takes pride in maintaining exceptional organization and efficiency ...
$18 - $24/hr
Convert paper records into electronic formats and uploading them to the internal filing system and case management software * Monitor firm email inboxes (eService, Fax) and ensure documents are ...
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$18 - $24/hr
Convert paper records into electronic formats and uploading them to the internal filing system and case management software * Monitor firm email inboxes (eService, Fax) and ensure documents are ...
$18 - $18.76/hr
Aid people in retrieving documents in filing cabinets or electronic storage * Embrace and promote the company's culture beliefs as a means to achieve the Key Results. * Conduct yourself in accordance ...
$18 - $18.76/hr
Aid people in retrieving documents in filing cabinets or electronic storage * Embrace and promote the company's culture beliefs as a means to achieve the Key Results. * Conduct yourself in accordance ...
Irvine, CA · On-site
... online file opening system • Possess working knowledge of the firm's record management system to store and retrieve hard copy documents, create labels, request folders, store and retrieve ...
Irvine, CA · On-site
... online file opening system • Possess working knowledge of the firm's record management system to store and retrieve hard copy documents, create labels, request folders, store and retrieve ...
$18 - $18.76/hr
Aid people in retrieving documents in filing cabinets or electronic storage * Embrace and promote the company's culture beliefs as a means to achieve the Key Results. * Conduct yourself in accordance ...
$18 - $18.76/hr
Aid people in retrieving documents in filing cabinets or electronic storage * Embrace and promote the company's culture beliefs as a means to achieve the Key Results. * Conduct yourself in accordance ...
$32K - $40K/yr
Filing, faxing, copying, and mailing items as required * Maintain current and accurate information in our database * Update project tracking lists and spreadsheets * Client interface (including with ...
$32K - $40K/yr
Filing, faxing, copying, and mailing items as required * Maintain current and accurate information in our database * Update project tracking lists and spreadsheets * Client interface (including with ...
$32K - $40K/yr
Filing, faxing, copying, and mailing items as required * Maintain current and accurate information in our database * Update project tracking lists and spreadsheets * Client interface (including with ...
$32K - $40K/yr
Filing, faxing, copying, and mailing items as required * Maintain current and accurate information in our database * Update project tracking lists and spreadsheets * Client interface (including with ...
$12.29 - $13.38
1% of jobs
$13.38 - $14.48
3% of jobs
$14.48 - $15.57
9% of jobs
$15.57 - $16.67
12% of jobs
$16.69 is the 25th percentile. Wages below this are outliers.
$16.67 - $17.76
21% of jobs
The median wage is $17.99 / hr.
$17.76 - $18.85
20% of jobs
$19.57 is the 75th percentile. Wages above this are outliers.
$18.85 - $19.95
14% of jobs
$19.95 - $21.04
9% of jobs
$21.04 - $22.14
5% of jobs
$22.14 - $23.23
4% of jobs
$23.23 - $24.33
2% of jobs
$12
$18
$24
FLSA CLASSIFICATION: FULL TIME, EXEMPT POSITION
DEPARTMENT: BUSINESS DEVELOPMENT
REPORTS TO: REGIONAL MANAGER
WORK TYPE: HYBRID - Requires regular on-site presence.
DUTIES AND RESPONSIBILITIES:
• Perform a variety of tasks associated with new client deposit onboarding, loan processing and loan documentation, including C&I loans, real estate loans, SBA 504/7A loans.
• Utilize nCino (Salesforce) daily to create new prospects, maintain existing clients and document activities related to those prospects and clients by the sales team.
• Work externally with clients and various third-party vendors (appraisers, title officers, escrow officers) in the performance of the position duties.
• Maintaining an accessible and organized online filing system for sales and administrative professionals.
• Gathers or assists in compiling information as needed for loan documents, new account documentation, compliance related material and any other administrative functions.
• Provides direct support to Relationship & Portfolio Managers of the Bank to manage and proactively address the needs of clients in connection with loan and deposit relationships.
SUPERVISORY RESPONSIBILITIES:
• This job has no supervisory responsibilities.
QUALIFICATIONS:
• High School diploma or equivalent at minimum; college experience strongly desired
• At least two to five years of experience in Loan Servicing or as an Administrative Assistant
• Must have strong analytical, problem-solving, and time management skills.
• Excellent writing, interpersonal and communication skills.
• Requires a high energy level and strong sense of urgency.
• Excellent motivational skills and ability to operate in a team setting while still being able to work independently.
• Proficiency in nCino/Salesforce, Microsoft Office including Outlook, Word, PowerPoint, and Excel
• Excellent verbal, written, and interpersonal communication.
• Strong time management and organizational skills, as well as the ability to multitask and prioritize.
• Ability to pay strong attention to detail.
Sourced by ZipRecruiter
Commercial banking
11 - 50 Employees
San Diego, CA, US
2015
