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Charles Schwab

60 Charles Schwab Project Management Jobs Hiring Near You

Charles Schwab

Vendor Sourcing Manager

Westlake, TX

Corporate Vendor Management (CVM) at Charles Schwab & Co. is responsible for implementing a firm ... The ability to partner with and project manage cross-functional teams to drive contract and price ...

Charles Schwab

Senior IT Auditor

Austin, TX

$93K - $122K/yr

The Internal Audit Department (IAD) of The Charles Schwab Corporation provides independent and ... management, system interfaces, and data processing. Project audits are assessments over key ...

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Charles Schwab Jobs Information

What is it like to work at Charles Schwab?

Charles Schwab is a company that values a collaborative and inclusive work environment, prioritizing employee growth and well-being alongside its commitment to innovation and customer satisfaction.

The company's organizational structure is designed to foster teamwork and open communication, with various departments and teams working together to achieve common goals. Charles Schwab's headquarters in San Francisco features a modern and dynamic workspace, offering amenities such as on-site fitness centers, cafes, and collaborative meeting spaces.

Working at Charles Schwab may appeal to individuals who are passionate about the financial services industry and are looking for a company that prioritizes employee development, offers a range of career opportunities, and provides a comprehensive benefits package.

What makes Charles Schwab an attractive place to work?

Charles Schwab is a well-established and respected leader in the financial services industry, known for its commitment to innovation and customer-centric approach. The company offers a dynamic work environment that values collaboration, diversity, and employee growth, with opportunities for professional development and advancement in a stable and secure setting. As a result, Charles Schwab is an attractive place to work for individuals seeking a challenging and rewarding career in finance, with opportunities to make a meaningful impact and contribute to the company's continued success.

What are the most popular job types at Charles Schwab?

    What are the most popular jobs at Charles Schwab?

    What are the most popular categories at Charles Schwab?

    Infographic showing various Project Management job openings at Charles Schwab in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 99% Physical, and 1% Hybrid job distribution.

    Specialist, Bank Lending Operations

    Charles Schwab

    Westlake, TX

    Full-time

    Medical, Dental, Vision, Retirement

    Posted 4 days ago

    Job description

    Your opportunity

    At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

    We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

    The Specialist, Bank Operations applies knowledge skills and experience to perform daily bank lending solutions tasks. The role is responsible for handling day to day account open and account maintenance support, lending servicing, lending operations, and Mortgage and Home Equity Line of Credit (HELOC) product advancements.

    Charles Schwab Bank follows the three lines of defense model of risk governance. The Associate, Bank Operations is a first line of defense position for Charles Schwab Bank and assures compliance with all Bank policies and procedures, as well as all applicable state and federal Bank regulations in the context of their responsibilities.

    • Provide functional support for lending operations and servicing processes. Activities include but are not limited to:
    • Complete all aspects of loan processing with the exception of underwriting
    • Deliver detailed responses to questions, offering alternatives and ensuring an excellent client experience
    • Handle inbound and outbound servicing phone calls with clients and Registered Investment Advisors (RIAs)
    • Host phone calls with clients that are applying for Pledged Asset Loans
    • Work closely with all Bank Services Team Managers to ensure applications, service requests and all operational activities are processed efficiently and accurately.
    • Support all other Bank Lending processes and projects as needed to drive efficiency and build partnership
    What you have
    • 1-3 years of client service and/or operations experience
    • Ability to learn and navigate new systems
    • Willingness to work in a cross-functional team environment
    • Ability to complete multiple tasks within defined timeframes
    • Knowledge of banking regulations and policies

    In addition to the salary range, this role is also eligible for bonus or incentive opportunities.


    What’s in it for you

    At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

    We offer a competitive benefits package that takes care of the whole you – both today and in the future:

    • 401(k) with company match and Employee stock purchase plan
    • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
    • Paid parental leave and family building benefits
    • Tuition reimbursement
    • Health, dental, and vision insurance

    Apply