Banking and Financial Services Jobs in Anaheim, CA
14 positions found
A growing healthcare organization is seeking an experienced Junior Collector to join their Revenue Cycle team in Irvine. This role focuses on insurance A/R follow-up, working aged accounts, and supporting collectors with appeals and documentation. The ideal candidate is detail-oriented, collaborative, and experienced in payer-focused collections.
Enjoy a supportive team environment with regular celebrations, plus provided lunches and snacks.
Pay Rate: $23.00-$29.00/hr.
Shift: Monday – Friday / 7:00AM – 4:00PM
City: Irvine, CA
Junior Collector Job Requirements:
Minimum 1+ year of experience in medical billing, A/R follow-up, or revenue cycle management
Strong understanding of EOBs, denial codes, and payer guidelines (HMO, PPO, Medi-Medi)
Experience with insurance collections (payer-focused, not patient collections)
Excellent communication and teamwork skills
Strong attention to detail and time management
- Referrals really pay off! Do you know of someone in healthcare looking for work? Refer them to MediQuest and earn up to $500 per referral depending on the type of position they accept!
- No limit to the number of referrals you provide, or the amount of money you can earn! Anyone can earn a referral bonus, not just MediQuest Candidates!
- Restrictions apply, please contact your local MediQuest Representative for more details.
Reference Job# 311422
PandoLogic. Keywords: Collection Specialist, Location: Huntington Beach, CA - 92605
Accounts Payable Specialist
Temporary – Up to 6 Months but could extend
Schedule: Fully onsite
Pay $27 to $30 per hour
We’re seeking an experienced Accounts Payable Specialist for a temporary assignment with a well-established company and stable company.
Key Responsibilities for the Accounts Payable Specialist:
- Match and reconcile invoices and statements for pricing, quantities, freight, and discounts
- Process journal entries, purchase orders, and vouchers accurately
- Research and resolve vendor inquiries and discrepancies
- Process checks for all company subsidiaries in a timely manner
- Support month-end and year-end close activities, including sales/use tax and 1099 reporting
- Maintain vendor information and company address book accuracy
Qualifications for the Accounts Payable Specialist:
- Minimum 3 years of Accounts Payable experience
- Strong Excel skills (VLOOKUP, pivot tables required)
- JD Edwards experience preferred
- Excellent attention to detail and ability to handle multiple priorities
- Strong AP audit background
If you’re a detail-oriented AP professional looking for your next opportunity, we’d like to hear from you. Apply today.
PandoLogic. Keywords: Accounts Payable / Receivable Analyst, Location: Fullerton, CA - 92831Controller
Location: North Orange County, CA | Fully Onsite
Compensation: $150,000–$160,000 base + bonus
Must hold active CPA in California
We are partnering with a stable, profitable manufacturing company to hire a hands-on Controller. This role works closely with a long-tenured CFO and leads all accounting operations across multiple facilities.
Key Responsibilities
- Lead monthly, quarterly, and annual close in full GAAP compliance
- Maintain strong internal controls and oversee audits and tax compliance
- Manage manufacturing cost accounting, inventory, and variance analysis
- Support budgeting, forecasting, and financial analysis
- Partner with operations to improve margins and processes
- Lead and develop an accounting team (3–5 direct reports)
- Support ERP systems and continuous improvement initiatives
Required Qualifications
- Active CPA license in California (required)
- Bachelor’s degree in Accounting or Finance
- Strong GAAP accounting and internal controls experience
- Manufacturing industry background (highly preferred)
- Proven team leadership and management experience
- Stable job history with long-term tenure
- ERP experience (NetSuite, SAP, Oracle, or similar)
- Comfortable wearing many hats in a hands-on environment
Why This Role
- Long-term leadership opportunity
- Stable and profitable manufacturing environment
- High visibility role working directly with the CFO
- Competitive base salary, bonus, and full benefits
We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.
In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.
Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.
The role is remote and open to anyone with an interest in personal finance or household budgeting.
Remote working/work at home options are available for this role.
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.
Target base salary range is $19-$22.50, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance.
In the Role
- Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
- Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
- Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
- Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
- Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
- Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
- Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
Requirements:
- High School Diploma or GED
Preferred:
- Sales, Collections or Customer Service experience
- Bilingual - Spanish
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
- Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
- Up to 4% matching 401(k)
- Employee Stock Purchase Plan (10% share discount)
- Tuition reimbursement
- Paid time off (15 days' vacation per year, prorated based on start date)
- Paid sick leave as determined by state or local ordinance (prorated based on start date)
- 11 Paid holidays (4 floating holidays, prorated based on start date)
- Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.
Target base salary range is $19-$22.50, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance.
In the Role
- Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
- Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
- Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
- Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
- Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
- Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
- Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
Requirements:
- High School Diploma or GED
Preferred:
- Sales, Collections or Customer Service experience
- Bilingual - Spanish
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
- Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
- Up to 4% matching 401(k)
- Employee Stock Purchase Plan (10% share discount)
- Tuition reimbursement
- Paid time off (15 days' vacation per year, prorated based on start date)
- Paid sick leave as determined by state or local ordinance (prorated based on start date)
- 11 Paid holidays (4 floating holidays, prorated based on start date)
- Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
We encourage collaboration, innovative thinking and work that endures. We reward initiative and informed decisions and empower you to act in the best interests of our customers and our company.
Come join our amazing team!
Responsible for developing and maintaining broker/seller relationships to sell wholesale and correspondent mortgage loan products. Calls on potential or existing brokers/sellers as assigned to develop new business or retain existing business. Acts as liaison between brokers/sellers and loan operations to facilitate the closing of wholesale loans and the purchase of correspondent loans. Perform all duties in accordance with the company’s policies and procedures, all US state and federal laws and regulations, wherein the company operates. The target pay range for this position is $120,000 to $500,000.
Carrington Hiring for NonQM Account Executives- Industry Leading Comp Plan!
Responsible for developing and maintaining broker/seller relationships to sell NonQM and correspondent mortgage loan products. Calls on potential or existing brokers.
What you’ll do:
- Responsible for identifying, contacting, and gaining approval for new mortgage brokers and sellers.
- Establishes and continues the broker/seller relationship and ensure a steady flow of loan applications and purchases for existing and newly approved Carrington customers.
- Advises brokers/sellers of Company programs, pricing and submission policies and procedures.
- Advises brokers/sellers of any changes to Company’s policies or procedures
- Assists brokers/sellers in loan submission process.
- Trains brokers/sellers on use of available online systems for loan submissions, automated underwriting, rate sheets and loan lock procedures.
- Acts as liaison with outside broker, and internal broker coordinator, processor, processing, underwriting, and closing to ensure timely loan closings.
- Ensures compliance deadlines are met with regards to pre-disclosures, approval letters and denial notices.
- Work, maintain and update contacts in the CRM system.
- Maintain all customer confidential information in accordance with all company policies and all laws.
- Acts as liaison with Sellers, and internal correspondent coordinator, relationship manager, underwriting, and funding to ensure timely purchase of a loan.
- Manages loan pipeline to achieve departmental goals and objectives.
- Provide a high level of customer service to brokers/sellers during the loan process.
What you'll need:
- Demonstrated sales performance with a concentration developing and maintaining broker/seller relationships
- Proven ability to set and reach sales goals
- Knowledge of state and federal lending regulations
- Experience selling NonQM Mortgage Products
- Knowledge of purchase transactions
- 1 – 5 years of experience as a wholesale and/or correspondent account executive with multiple brokers, investors and loan products preferred.
Our Company:
Carrington Mortgage Services-Wholesale Lending is part of The Carrington Companies. We provide third-party originators, mortgage brokers and financial institutions with access to government and conventional loan programs, as well as low credit score home financing and low down payment options. We hope you’ll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: is the value proposition to joining the team?
- Increased earning capacity due to access to our 48 state territory.
- Ability to market faster and more efficiently inside the operation.
- Superior service levels offered to the broker as you’re inside presence ensures every step of the loan process is handled in the most efficient manner possible.
- Professional account manager’s partner with you and your brokers to add value every step of the way.
- Base pay plus an industry leading commission plan.
- Take over existing accounts.
What We Offer:
- Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.
- Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.
- Customized training programs to help you advance your career.
- Employee referral bonuses so you’ll get paid to help Carrington and Vylla grow.
- Educational Reimbursement.
- Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: .
About Auris
Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive.
Job Summary
Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Client Advisor you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Heartland products and services, and maintaining regular communication with the Payroll Territory (PTM) and/or Payroll Division Manager (PDM).
Your role as a Payroll Client Advisor is to close sales of our business solutions with merchants throughout the area. You will work closely with your local PDM or PTM to set appointments with business owners in person or face to face via your network and referral partnerships that you build. You will then run scheduled appointments, uncover needs, and present Auris solutions to close sales in small to mid-sized businesses.
During the training period, your PDM or PTM will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. After training you will have the opportunity to set your own work schedule to maximize the upside of 100% commission and the residuals on the business you bring in.
Responsibilities
- Responsible for prospecting new clients
- Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas.
- Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN
- Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date.
- Attend weekly team meeting and weekly one-on-one with leader
- Additional responsibilities may be assigned as needed
Minimum Qualifications
- 18 years of age or older
- Valid Driver’s License and valid automobile insurance
- Successful completion of pre-employment background check
- Must live in area relative to job posting location
- At least two years of relevant experience
- Excellent prospecting, communication, presentation, and networking skills
- Works well independently and as part of a team
- Incentive-driven sales “hunter”
- Professional demeanor and impeccable integrity
- High sense of urgency and innate sales talent
- Enjoys cold-calling and speaking with people face to face
- Accountable for measurable, high-quality, timely results
- Ability to be in the field, a minimum of 50% of the time
Preferred Qualifications
- High school diploma/GED
- Prior experience in a B2B Sales role
- Prior experience with a CRM tool, such as Salesforce or Hubspot
Competencies
- Awareness
- Driven
- Resilient
- Respectful
- Committedness
Compensation (pay transparency) and Benefits
- It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy.
- We're not messing around with compensation. A first-year professional may expect an average of $120,000 - $170,000+ if you are in the top 25% in the form of uncapped weekly commissions, lifetime residuals, and portfolio equity.
- We know you're thinking about the future, so we've got a 401(k) and matching program to help you save up for your retirement.
***State Specific***
Nevada and Colorado
Senior Risk Analyst
Santa Ana, CA 92707 (Hybrid – schedule TBD)
$43.68/hour
Start Date: 02/02/2026
Estimated End Date: 07/31/2026
Potential for extension based on business needs
About the Opportunity
We are seeking an experienced Senior Risk Analyst to support enterprise risk documentation and control alignment initiatives. This role is ideal for a detail-oriented risk professional who thrives in complex environments and enjoys translating operational processes into structured, methodology-aligned risk and control frameworks.
This is a hybrid position based in Santa Ana, CA, offering competitive pay and the potential for assignment extension.
How You’ll Contribute
- Develop a strong understanding of enterprise risks and controls through review of risk assessments, methodologies, policies, and procedures
- Translate complex operational processes into clear, structured risk and control documentation aligned with established methodology
- Identify and document evidence requirements for controls, including source systems, report names, and retention standards
- Facilitate working sessions with process owners to accurately capture risk, control, and evidence details
- Develop and maintain detailed project plans covering risk documentation, control documentation, evidence mapping, and walkthroughs
- Track timelines, milestones, and deliverables; proactively escalate risks to project timelines
- Monitor documentation quality to ensure consistent methodology application across process areas
- Support leadership with periodic progress updates
What You’ll Bring
Education & Experience
- Bachelor’s degree in Business, Accounting, Finance, or equivalent work experience
- 5+ years of experience in risk management, internal controls, compliance, internal audit, or related fields
- Experience in Commercial Banking and/or Fiduciary & Wealth Management industries preferred
- Experience with GRC or risk management systems (AuditBoard experience preferred)
Knowledge, Skills & Abilities
- Strong knowledge of operational and regulatory risks and controls
- Ability to build effective relationships with senior management and cross-functional teams
- Excellent analytical, organizational, and client service skills
- Exceptional attention to detail
- Strong written and verbal communication skills
- Proven ability to manage multiple priorities and adapt in fast-paced environments
- Self-starter with the ability to work independently under broad supervision
- Proficiency in Microsoft Word, Excel, and PowerPoint
Role Scope & Impact
- Works on complex problems requiring evaluation of diverse factors
- Develops solutions with limited precedents and adapts existing methodologies
- Exercises sound judgment in selecting appropriate courses of action
- No direct supervisory responsibilities
- Operates independently with broad oversight
If you are a seasoned risk professional looking to contribute to a structured enterprise risk initiative within a dynamic organization, we encourage you to apply.
Salary: $175,000
- $225,000 per year A bit about us: Growing Restaurant Brand in Bellflower Why join us? 2 week vacation Full Healthcare Coverage Ongoing Career growth Opportunities 10+ holidays.
35% Bonus Job Details The VP of Finance will direct and oversee the financial activities, direct the preparation of current financial reports and summaries, and create forecasts predicting future growth.
Will oversee Accounting department, budget preparation, and audit functions.
Works with other department heads to monitor each department and make recommendations.
Duties/Responsibilities: Directs the preparation of all financial statements, including income statements, balance sheets, shareholder reports, tax returns, and governmental agency reports.
Compares sales and profit projections to actual figures and budgeted expenses to actual expenses; makes or oversees any necessary adjustments to future projections and budgets.
Reviews planning process and suggests improvements to current methods.
Analyzes operations to identify areas in need of reorganization, downsizing, or elimination.
Works with the President and other executives to coordinate planning and establish priorities for the planning process.
Studies long-range economic trends and projects their impact on future growth in sales and market share.
Identifies opportunities for expansion into new product areas.
Oversees investment of funds and works with investment bankers to raise additional capital required for expansion Education and Experience: Master’s degree in Business Administration, Accounting, or Finance required.
Certified Public Accountant designation preferred.
Eight to ten years of experience in financial management required.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
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Salary: $114,000
- $180,000 per year A bit about us: Treasury Manager
- Banking need for well-established California bank that has been in operation for over 100 years Why join us? Leverage the latest Network technologies Strong benefits (M,D,V, and 401k) Profit sharing contribution Flexible work environment Extra paycheck at Christmas Job Details The Treasury Management Services Manager is a dynamic leader responsible for shaping and executing the Bank’s strategy for Treasury Management Services.
This role champions the design, delivery, and ongoing innovation of our treasury management products, ensuring they drive exceptional client value, operational excellence, and revenue growth.
As the internal advocate and external ambassador for Treasury Management, this leader partners across departments to deliver world-class customer experiences, develop best-in-class products, and inspire a high-performing team dedicated to client success.
Essential Duties Develop and execute the Treasury Management strategy aligned with the Bank’s strategic goals and customer-first culture.
Lead the roadmap for Treasury Management products—driving innovation, efficiency, and differentiation in the marketplace.
Partner with senior leadership to identify and implement new products, technologies, and partnerships that enhance client success and operational performance.
Represent the Bank and engage with industry peers, vendors, and technology providers to stay ahead of emerging trends.
Serve as the voice of the customer—ensuring that product design, delivery, and support exceed client expectations.
Drive initiatives that deepen client engagement, adoption, and retention across Treasury products and services.
Oversee and resolve complex client escalations with a focus on proactive solutions and long-term satisfaction.
Oversee daily operations of Treasury Management, ensuring compliance with all regulations and internal policies.
Champion process improvement and automation to optimize efficiency, accuracy, and control.
Manage audits, risk reviews, and vendor relationships related to Treasury Management systems and platforms.
Education and Experience Education: Master’s degree preferred; bachelor’s degree in business, Finance, Management, or related field required.
Experience: Minimum 7+ years of experience in Treasury Management, Product Management, or Digital Banking, including at least 3 years in a leadership role.
Proven success in developing and launching financial products and services that drive measurable customer and revenue outcomes.
Strong understanding of electronic banking platforms, cash management, and commercial deposit services.
Demonstrated ability to lead through influence, inspire teams, and deliver results in a fast-paced environment.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Compliance Auditor need for well-established California bank that has been in operation for over 100 years This Jobot Job is hosted by: Joseph Calabrese Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $120,000
- $160,000 per year A bit about us: Sr.
Compliance Auditor need for well-established California bank that has been in operation for over 100 years Why join us? Strong benefits (M,D,V, and 401k) Profit sharing contribution Flexible work environment Extra paycheck at Christmas Job Details Required Knowledge: Banking knowledge –Branch Banking Operations, Lending Operations, compliance-related policy and procedures Knowledge of risk management principles and practices in banks Understanding of IIA standards for the Professional Practice of Internal Auditing, COSO, risk assessment practices, and audit principles Sound judgment, integrity and commitment to ethical behavior Ability to maintain confidentiality and treat sensitive information with discretion Excellent interpersonal and communication skills Highly proficient with MS Office products Strong analytical skills, logical reasoning and problem-solving skills Ability to work independently, with limited direction and guidance Detail oriented, accurate, and organized Ability to effectively manage multiple projects simultaneously Flexible and able to adapt quickly to changing work environments / priorities and tight deadlines Strong business acumen in risk and controls Education and Experience BS or BA Degree required, preferred majors in Accounting, Business Administration, Finance, or Economics or equivalent work experience required.
Five or more years of compliance related experience within a bank compliance/BSA group, a bank internal audit compliance group or regulatory agency required.
Regional banking experience is strongly preferred.
Strong working knowledge of both Federal and California State consumer protection and public-interest compliance laws and regulations including Regulation Z, Regulation X, Regulation DD, Regulation E, Flood, Fair Lending, CRA, Privacy as well as BSA/AML/OFAC requirements and applicable commercial compliance laws and regulations.
Certified Regulatory Compliance Manager (CRCM), Certified Anti-Money Laundering Specialist (CAMS), Certified Internal Auditor (CIA), Certified Information Security Auditor (CISA), or Certified Risk Management Assurance (CRMA) required.
Experience with audit software is preferred.
Supervisory experience preferred but not required.
Data analytics a plus.
Working knowledge of AuditBoard, Jack Henry (Silverlake/Xperience), COGNOS a plus.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Salary: $120,000
- $190,000 per year A bit about us: Compliance Officer with regional banking experience need for well-established California bank that has been in operation for over 100 years Why join us? Leverage the latest Network technologies Strong benefits (M,D,V, and 401k) Profit sharing contribution Flexible work environment Extra paycheck at Christmas Job Details Essential Duties Supports the Chief Compliance Officer and the Bank in evolving and strengthening the compliance program in all areas of the program and where support is needed.
Monitors federal and state banking laws, regulations and compliance topics to provide support and assistance to the key business stakeholders to assess applicability and impact, so that the Bank can proactively address requirements.
Primary areas of support and coverage will include but not limited to corporate safety and soundness requirements related to Regulation O, Regulation W, Regulation H, Regulation Y, Bribery Act and Foreign Corrupt Practices Act, Experience with developing compliance monitoring and testing programs, reporting and tracking remedial actions plans with business units.
Coordinates the creation, review, and implementation of policies and procedures resulting from new laws and regulations and supports the Bank’s policy governance and change management process.
Proactively provides advice and guidance to business unit management on key compliance topics related to interpretation of regulations, new or changes to products and services, review of policies and procedures, remedial actions for self-identified issues and/or compliance testing and monitoring, and breach of policy or regulations.
Responsible for developing periodic written compliance reports to share with Board, executives and business unit management regarding key compliance issues identified.
Work with key stakeholders to identify remediation plans for noncompliance situations and monitoring for completion Stays abreast of changes in banking laws and regulations, industry and regulatory trends, and best practices and keeping peers and business partners informed of relevant information.
Reviews customer complaints to assess compliance with federal regulations and laws and conducts root cause analysis.
This role is to support management and to enhance the Bank’s compliance management system that aligns to the Bank’s ERM standards and includes risk assessments on key regulations, compliance monitoring and testing, training to business units, marketing and disclosure review, policy and procedure management, complaints program, internal and external reporting, change management, breach management, and exam management.
While the job description of this role is the primary function, there may be other compliance areas that may require additional oversight as deemed necessary by the Chief Compliance Officer, and the individual must have experience or capability to learn and obtain the expertise to support the activities required.
Education and Experience Bachelor’s Degree is required Working experience in a regional banking organization (RBO) is required.
10+ years of compliance experience and familiarity with risk management requirements of an RBO Must have experience with Regulation O, Regulation W, Regulation H, Regulation Y Industry accreditation is preferred, e.g., CRCM.
Strong working knowledge of banking products, operations, structure and/or lending practices Extensive knowledge of state and federal banking laws and regulations The ability to work independently, deal professionally and effectively with peers and superiors is essential, and strong written and oral communications skills.
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Junior Tax Advisor (Enrolled Agent – EA)
Location: Irvine, CA (Onsite)
Compensation: $72,000–$80,000 base + monthly bonus
Great opportunity for an entry level EA with their enrolled agent certification. Great company culture, benefits and growth potential.
Overview
- Junior-level tax resolution role supporting clients with IRS matters
- Client-facing position managing assigned cases from start to resolution
- Onsite role in a fast-paced, team-based environment
Key Responsibilities
- Manage a small portfolio of complex tax resolution cases
- Serve as main point of contact for assigned clients
- Review financials, IRS notices, and compliance gaps
- Request, collect, and review client documentation
- Prepare resolution packages, including Offers in Compromise
- Partner with Tax Professionals and Tax Preparers
- Explain options, timelines, and next steps to clients
- Maintain clear and accurate case notes in the system
- Flag risks, issues, and items needing escalation
Requirements
- Active Enrolled Agent (EA) certification required
- 1+ year experience in tax resolution or EA role
- Experience with IRS collections and complex cases
- Solid understanding of IRS procedures
- Strong written and verbal communication skills
- Highly organized with strong time management
- Comfortable handling multiple cases at once
- Experience using CRM or case management tools
