Banking and Financial Services Jobs in Beverly Hills, CA

Bankruptcy Specialist / Trust Associate ***BANRUPTCY EXPERIENCE REQUIRED***

• Location: Los Angeles, CA
• In-office / On-site position (100%)
• Compensation: $130,000 to $160,000 base salary (commensurate with experience) plus bonus potential and benefits

Summary:

Bankruptcy Specialist / Trust Associate will be responsible for handling post-confirmation administration of bankruptcy estates with minimal supervision. Expertise in understanding motions, disclosure statements, and Chapter 11 plans will be essential in ensuring compliance with debtors' continuing bankruptcy obligations, tax responsibilities, and distributions to estate creditors. Selected individual will assist in reviewing Proofs of Claim and drafting various documents, including notice responses and abatement letters related to tax disputes.

Responsibilities of Bankruptcy Specialist / Trust Associate:

• Manage bankruptcy estates post-confirmation, ensuring adherence to all bankruptcy obligations and tax requirements
• Oversee and execute distributions to estate creditors following approved Chapter 11 plans
• Review tax Proofs of Claim and collaborate with tax professionals in first-day valuations for estates
• Prepare & dispute collection delinquent liabilities with state and federal tax authorities through abatement letters and other legal means
• Assist in the preparation of monthly operating reports and communicating filing requirements to legal counsel
• Administrative support in setting up new client information into our management database
• Effectively communicate with supervising attorneys, co-counsel, clients, and tax professionals
• Draft correspondence related to bankruptcy proceedings and respond to creditor inquiries
• Collaborate with tax professionals to limit the risk of liens and fines for trusts, payroll reports, and disbursements of wage claims

Qualifications for Bankruptcy Specialist / Trust Associate:

• 3+ yeas relevant Bankruptcy experience
• Familiarity with bankruptcy laws, motions, disclosure statements, and Chapter 11 plans
• Previous experience in bankruptcy estate administration
• Familiarity with the US Bankruptcy code
• Bachelor’s degree and/or Paralegal certificate preferred
• Excellent research skills and the ability to analyze complex legal documents
• Proficiency in Microsoft Office applications specifically PowerPoint and Excel
• Strong writing and communication skills with attention to detail
• Proficient with financial/data analytics

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

Executive Business Partner | Founder’s Office

Our client, a globally recognized alternative investment and advisory firm, is seeking a highly capable Executive Business Partner to support the Founder and Managing Partner. This is a uniquely dynamic role designed for someone who is deeply organized, intellectually curious, and excited to operate in a fast-moving, ideas-driven environment. You will be immersed in global investing, early-stage venture, and high-level investor relationships, playing a central role in how the Founder prioritizes, communicates, and executes across the firm.

We are looking for someone with a rigorous academic foundation, strong reasoning skills, and the ability to quickly synthesize complex information and context.

What you’ll do:

Strategic Execution

• Serve as a true thought partner and operational right hand to the Founder
• Translate priorities into clear next steps, ensuring high-impact initiatives move forward efficiently
• Track key decisions, action items, and follow-through across the business

Investor Relations

• Help manage and grow relationships with institutional investors and partners
• Prepare for investor meetings, coordinate follow-ups, and maintain momentum across pipelines
• Support ongoing communication with a sophisticated global investor base

Content, Materials & Communications

• Draft and refine investment materials, presentations, memos, and communications
• Synthesize research, notes, and discussions into clear, polished outputs
• Ensure every external touchpoint is thoughtful, accurate, and well-positioned

Project & Information Management

• Drive progress on firmwide initiatives and cross-functional projects
• Bring structure and clarity to complex workflows and timelines
• Anticipate needs ahead of key meetings, travel, and global events

Events & External Engagement

• Support planning and execution of global conferences and investor gatherings
• Help ensure these moments deepen relationships and generate meaningful business outcomes

What we’re looking for

• A top-tier undergraduate degree with strong academic performance
• 3+ years of experience in a high-performance, intellectually rigorous environment (consulting, research, startups, policy, VC, media, or similar)
• Exceptionally strong organizational skills and attention to detail
• Intellectual curiosity and the ability to quickly grasp new industries, ideas, and investment concepts
• Clear, concise written and verbal communication skills
• High level of discretion, judgment, and professionalism
• Comfort operating in an investor-facing, relationship-driven environment
• A proactive, low-ego mindset with a willingness to take ownership of both strategic and executional work

Why this role

• Exposure to world-class investors, founders, and global thinkers
• A front-row seat to venture investing, macro strategy, and capital formation
• Meaningful ownership and the ability to shape how the Founder operates day to day
• A collaborative, intellectually engaged team environment
• Competitive compensation, full benefits, and a beautiful Westside office

Compensation: $100K–$150K + bonus + full benefits

If you are looking for a role with smart leadership, a collaborative culture, and exceptional growth potential, this is an amazing opportunity to grow your career.

JOB SUMMARY

Performs routine mortgage loan servicing functions. Ensures compliance with established Company policies and procedures, and regulations which apply within the scope of the position, including Bank Secrecy Act.

DUTIES

• Performs new account system maintenance including but not limited to manual boarding of loans in the system
• Monitors escrow payments and track delinquencies through the life of the loan
• Coordinates daily activities and functions of mortgage loan servicing to ensure proper interpretation and implementation of all regulatory requirements and bank policies
• Research customer and internal inquiries and delivers a response or solution & provide effective customer service and assist in resolving problems within given authority.
• Processes payments, disbursements, and other transactions
• Provides support to the team where assistance is needed; acts as a backup for various mortgage loan servicing functions
• Ensures compliance with all applicable government, investor, and bank regulations
• Investor Accounting
• Performs other duties as assigned

QUALIFICATIONS

• EDUCATION: AA degree or equivalent
• EXPERIENCE: Minimum 1-3 years of mortgage servicing experience or related banking experience.

SKILLS/ABILITIES

• Strong interpersonal and customer service skills
• Positive attitude
• PC proficient in Microsoft Office
• Detail-oriented and follow- through skills

Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future.

WHY WORK FOR US?

Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, Hawaii, New Jersey, New York, and Chicago. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to:

• Medical insurance
• Vision insurance
• Dental insurance
• 401(k)
• Disability insurance

Royal Business Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policies (GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

Trust Associate /Bankruptcy Specialist

***BANRUPTCY EXPERIENCE REQUIRED***

• Location: Los Angeles, CA
• In-office / On-site position (100%)
• Compensation: $130,000 to $160,000 base salary (commensurate with experience) plus bonus potential and benefits

Summary:

Trust Associate / Bankruptcy Specialist will be responsible for handling post-confirmation administration of bankruptcy estates with minimal supervision. Expertise in understanding motions, disclosure statements, and Chapter 11 plans will be essential in ensuring compliance with debtors' continuing bankruptcy obligations, tax responsibilities, and distributions to estate creditors. Selected individual will assist in reviewing Proofs of Claim and drafting various documents, including notice responses and abatement letters related to tax disputes.

Responsibilities of Bankruptcy Specialist / Trust Associate:

• Manage bankruptcy estates post-confirmation, ensuring adherence to all bankruptcy obligations and tax requirements
• Oversee and execute distributions to estate creditors following approved Chapter 11 plans
• Review tax Proofs of Claim and collaborate with tax professionals in first-day valuations for estates
• Prepare & dispute collection delinquent liabilities with state and federal tax authorities through abatement letters and other legal means
• Assist in the preparation of monthly operating reports and communicating filing requirements to legal counsel
• Administrative support in setting up new client information into our management database
• Effectively communicate with supervising attorneys, co-counsel, clients, and tax professionals
• Draft correspondence related to bankruptcy proceedings and respond to creditor inquiries
• Collaborate with tax professionals to limit the risk of liens and fines for trusts, payroll reports, and disbursements of wage claims

Qualifications for Bankruptcy Specialist / Trust Associate:

• 3+ yeas relevant Bankruptcy experience
• Familiarity with bankruptcy laws, motions, disclosure statements, and Chapter 11 plans
• Previous experience in bankruptcy estate administration
• Familiarity with the US Bankruptcy code
• Bachelor’s degree and/or Paralegal certificate preferred
• Excellent research skills and the ability to analyze complex legal documents
• Proficiency in Microsoft Office applications specifically PowerPoint and Excel
• Strong writing and communication skills with attention to detail
• Proficient with financial/data analytics

BlockTrust is a fast-growing, AI-powered cryptocurrency investment platform built to help clients invest with confidence. Backed by award-winning trading technology and institutional-grade security, we provide a seamless experience for investors seeking smarter, actively managed crypto solutions.

We are expanding our Investor Relations team and looking for a driven, organized, and client-focused professional to support our rapidly growing client base.

Overview

The Investor Relations Assistant will serve as the primary point of contact for existing BlockTrust clients. This role is focused on relationship management, client satisfaction, and ensuring a smooth experience from onboarding to ongoing communication. You will assist clients with account setup, answer routine account questions, and support both onboarding and off-boarding processes.

Key Responsibilities

Client Onboarding & Off-Boarding

• Guide clients through opening and funding brokerage accounts
• Assist with required forms, documentation, and compliance steps
• Manage smooth off-boarding when clients request transfers or closure

Client Support & Communication

• Act as the first point of contact for client inquiries via phone and email
• Answer basic questions about account status, statements, and platform features
• Provide timely updates, escalate issues when necessary, and ensure high-quality customer service
• Assist clients with additional funding/wire transfers etc.

Account Management Support

• Help clients navigate the BlockTrust platform and brokerage portals
• Coordinate with internal teams to resolve account issues
• Maintain accurate records of client interactions and follow-up items

Relationship Building

• Foster trust and rapport with clients by delivering responsive, proactive communication
• Identify opportunities to improve the client experience and streamline processes

Client Summary:

Our client builds financial technology for real life. Their technology eases the stress of paying for life’s expenses by giving people more options on how and when they pay. They offer a next-generation, no-fee credit card that can be managed through a powerful mobile app, as well as a point-of-sale payment option available at more than 25,000 service locations, including 1 in 2 auto dealerships, optical practices, dentist offices, veterinary clinics, and specialty healthcare services. By introducing a flexible way to pay over time, we are proud of our ability to lift up service providers and retailers while helping consumers when necessary expenses arise... regardless of whether they were expected or unexpected.

Included on the 2022 Inc. 5000 list, a Most Loved Workplace®, Best Point of Sale Company, and as a Top Fintech Startup by CB Insights!

• With proven product to market fit and rapid success across thousands of merchants and millions of customers, we are expanding its Account Management team. This is a unique opportunity to join a high-performance, high-growth company that’s redefining how patients pay for care—and helping providers deliver more of it.

The Role:

We are looking for a self-motivated, outgoing individual to join the Remote Activations Team. The Account Specialist will join our fast-growing team and manage SMB accounts (focusing on single stores). This role plays a key part in onboarding single stores and groups for activation day, conducting onboardings, training, and managing accounts within their first 30 days post-activation. The goal is to promote maximum usage of the product while supporting company growth (activations).

What You’ll Own:

• Execute day-to-day responsibilities associated with Remote Activation Accounts
• Meet weekly and monthly activation and usage targets as designated by the leadership team
• Manage onboarding and activation for single store locations
• Review account performance and revenue data; develop and implement strategies to increase usage and ROI
• Identify gaps within processes and resolve them efficiently and in a timely manner
• Ensure compliance with company standards and procedures
• Take on variable, rotating duties as assigned

Requirements

What You'll Bring:

• Excellent verbal & written communication and facilitation skills
• Experience in leading and training accounts
• Strong interpersonal skills and a proven ability to work collaboratively with others
• Intelligent, go getter, ambitious, self-motivated individual who is hungry for success
• Highly efficient and organized
• Proven experience in putting together business plans and data analysis
• Proficient in Google Suite and Salesforce
• Sales experience a plus

The Perks:

• Mission driven + empowered + collaborative
• Competitive pay and stock options
• Unlimited PTO
• Health Insurance options including Medical, Dental, Vision, Life, EAP, FSA, & Maternity Leave
• Newly added HSA and Pet Insurance
• 401K Plan with Matching
• Cell Phone Stipend
• Casual Dress
• Team based strategic planning + Team owned deliverables

Cultural Competencies for Success:

• Serve others before self - Service oriented mindset
• Own the impact - Maintain and build our relationships with our teams
• Connect genuinely - Be a proud ambassador
• Act fast - Respond to internal team members in a timely manner
• Include always - Work closely with team and actively welcome peers within the organization
• Innovate for good - Help our current and prospective merchants utilize our innovative technology to help patients and customers alike

Inside Sales Representative

Location: Hallandale, FL | Full-Time | Unlimited Earning Potential

Uncapped Commission | Warm Leads | Career Growth | Award-Winning Culture

Drive Your Success with Big Think Capital

You know how to sell—how to connect, close, and perform. Now it’s time to bring your talent to a company that matches your ambition and rewards your results.

At Big Think Capital, we help small and mid-sized business owners nationwide access the funding they need to grow. As a Funding Associate, you’ll join a fast-paced inside sales team built for performance, backed by warm leads, advanced tools, and a culture that celebrates success.

About Big Think Capital

We’re a top-rated business lending marketplace with over $1 billion funded and 25,000+ businesses served—and we’re just getting started.

• Named Top Business Lending Firm of 2024 by Financial Services Review
• #1 Finance Broker on Trustpilot
• Certified Great Place to Work
• A culture of collaboration, accountability, and growth

The Role: Funding Associate (Inside Sales)

As a Funding Associate, you’ll consult with business owners, match them with the right funding solutions, and guide them through the process from first contact to close. You’ll work exclusively with warm, pre-qualified leads—no cold calling—and leverage our proven sales infrastructure to achieve your goals.

This role offers the earning potential of a high-performance sales floor with the stability and support of an established leader in business finance.

What You’ll Do

• Engage and convert warm inbound leads from business owners nationwide
• Build relationships, identify funding needs, and present tailored financial solutions
• Manage a full sales pipeline and close deals efficiently and ethically
• Deliver consultative sales experiences that build trust and long-term relationships
• Collaborate with leadership and peers to enhance performance and process
• Consistently meet and exceed performance goals

What We’re Looking For

• 2–7+ years of sales experience (inside sales, lending, or financial services preferred)
• Proven ability to meet or exceed sales targets in a fast-paced environment
• Exceptional communication, negotiation, and relationship-building skills
• Self-motivated, entrepreneurial, and goal-driven mindset
• Team player who thrives in a collaborative, performance-driven culture
• Familiarity with financial products or B2B sales is a plus

What You’ll Get

• Uncapped commission — you control your income
• Competitive base salary plus aggressive commission structure
• Warm inbound leads and curated prospecting lists
• Full benefits package — medical, dental, vision, PTO, 401(k), and more
• Continuous training, mentorship, and professional development
• Modern office environment with advanced CRM tools and sales technology
• Clear path to advancement into senior and leadership roles

Join a Team Where Success Pays Off

At Big Think Capital, your results drive your rewards. You’ll have the tools, support, and opportunity to scale your career—and your income—without limits.

If you’re ready to join an award-winning sales organization where performance is recognized and success is inevitable, this is your next big move.

Apply today and take your career to the next level with Big Think Capital.

JOB SUMMARY

Responsible for business development from the wholesale channel and mortgage brokers. The Wholesale Account Executive will be responsible for the residential loan production in the western region for the State of California.

DUTIES

• Responsible for business development from external partners and mortgage brokers (Wholesale Lending) to generate new mortgage loans.
• Respond to customer inquiries and referrals that are generated from own contacts and from other business channels.
• Conduct interviews with prospective borrowers in order to analyze financial and credit data, determine customer financing objectives, advice customers of product/pricing policies and guidelines, and gather any additional required information.
• Provide complete loan applications to processing personnel.
• Ensure exceptional customer service by overseeing loan process from origination to close and providing on-going communication to customers and business partners.
• Coordinate and review loan documentation for loan closing.
• Assist manager in implementing business plan and marketing strategy to achieve the Bank’s financial objectives and CRA goals.
• Cross sell other bank products and services.
• Provides leadership, training and support to less experienced staff members in the department.
• Perform other duties as assigned.

QUALIFICATIONS

• EDUCATION: College degree preferred.
• EXPERIENCE: Minimum 3 years of experience in originating mortgage loans with a track record of business development.

SKILLS/ABILITIES

• Extensive knowledge of mortgage loan and government lending guidelines
• strong business development skills
• PC proficient in Word and Excel and Encompass
• Excellent verbal and written communication skills
• Bilingual in Mandarin is required.

Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future.

WHY WORK FOR US?

Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago, and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to:

• Medical insurance
• Vision insurance
• Dental insurance
• 401(k)
• Disability insurance

Royal Business Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policies (GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

JOB SUMMARY

Performs loan servicing functions; complies with all Bank lending policy and procedures, and regulations which apply within the scope of the position, including Bank Secrecy Act.

DUTIES

• Perform loan servicing from new loan barding, process and monitor loan payment transactions, payoff demand requests, loan payoffs, insurance tracking and rate changes;
• Coordinate daily activities and functions of loan servicing to ensure proper interpretation and implementation of all regulatory requirements and bank policies;
• Assist customers and staff with loan-related inquiries;
• Perform loan account maintenance;
• Ensure compliance with all applicable government, investors, and bank regulations;
• Perform other duties as assigned

QUALIFICATIONS

• EDUCATION: AA degree or equivalent
• EXPERIENCE: No experience required. Experience in mortgage servicing/lending is a plus

SKILLS/ABILITES

• Strong interpersonal and customer service skills
• Positive attitude
• PC proficiency in Microsoft Office
• Detail-oriented and follow-through skills.

Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future.

WHY WORK FOR US?

Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago, and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to:

• Medical insurance
• Vision insurance
• Dental insurance
• 401(k)
• Disability insurance

Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

Director of Learning

Purpose of the Role

The Director of Learning is responsible for defining, tracking, and implementing high-absorption learning experiences that advance Ernest’s most critical business initiatives.

Within the Learning function, this role represents the content creation segment of the alignment model. The Director translates identified business needs into well-designed learning objects and partners with stakeholders downstream to plan for execution, reinforcement, and sustained integration of learning into day-to-day behaviors.

This role reports to our SVP of Learning and provides direct leadership to the Learning Architect team, which is responsible for building learning experiences that drive real adoption and measurable behavior change.

What Success Looks Like

• Creating clear expectations and alignment with internal clients and business leaders
• Delivering learning initiatives on time and within defined scope
• Leveraging the right mix of internal and external resources to execute effectively
• Accurately forecasting development and delivery hours
• Achieving high adoption and sustained use of learning content
• Ensuring every learning experience follows a Beginning–Middle–End–Interconnection mindset
• Maintaining strong stakeholder alignment throughout development

Core Responsibilities

• Translate business needs into scalable, high-impact learning experiences
• Manage learning projects end-to-end
• Lead, coach, and develop the Learning Architect team
• Serve as Editor-in-Chief for all learning materials
• Create and execute communication strategies for learning launches
• Track adoption, effectiveness, and continuous improvement

Required Capabilities

• Experience editing and producing high-quality e-learning
• Creative thinking and comfort with ambiguity
• Learning project management and development experience
• Strong communication and stakeholder partnership skills

The VP, Treasury Management (TM) Product Manager serves as the strategic and operational owner of assigned Treasury Management products, providing full lifecycle leadership and direction. This role drives product strategy based on bank objectives, client needs, market insights, and innovative thinking. The position emphasizes new product development and roadmap execution while also overseeing day‑to‑day product management activities.

Responsibilities:

• Manage FX product capabilities activities
• Establish required processes, assess inherited risks, and develop policies, procedures and controls to mitigate risks
• Implement and provide ongoing management and monitoring of the FX Ops and processes
• Demonstrate deep knowledge of FX products including SPOT, derivatives (Forwards, Windows, NDFs, SWAPs, Vanilla Options), FX deposits, interbank trading, international payments, settlement processes, and risk mitigation
• Lead day-to-day FX operations activities to meet established goals and appropriate turnaround time to meet regulatory requirements for time sensitive activities
• Monitor productivity and proactively implement process improvements to ensure service quality, service level agreements and Operational Excellence
• Establish and implement KRI and KPI metrics for tracking operational efficiency improvement
• Implement processes to ensure that FX Operations complies with all federal, state, local laws and internal Bank policies
• Perform periodic review of all processes including 3rd party vendor processing and audit of their process
• Respond to internal and external audit requests and findings and implement remediation actions to any identified noncompliant processes or areas of concern
• Perform all project duties as assigned by management
• Participate and assist in new FX department initiatives involving technology, new products and improving client delivery of services
• Perform other duties as assigned

Qualifications:

• Bachelor’s degree in finance, Accounting, Business Administration, or Economics
• CTP certification, preferred
• Minimum of 5 years’ exposure to FX Operations and all FX related products
• Advance knowledge of Foreign Exchange products and transactions and Deposit Account regulatory and compliance requirements
• Strong FX Operations knowledge
• Strong analytical and process improvement capabilities with accomplishment of efficiency gains/cost savings
• Exceptional written and verbal communication skills - Ability to effectively interact with all levels of the organization including senior management
• Excellent decision-making, problem solving and organizational skills with the ability to multi-task in a fast-paced environment
• Ability to build effective relationships internally with multiple business units

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.

Grid Financial is a boutique business-management firm built for the modern entertainment professional. With deep roots in music, film/TV, and digital content, we safeguard and scale the finances of artists, creators, and executives.

Our mission is simple: bridge creativity and commerce with transparency, integrity, and an obsession for unlocking every dollar our clients earn.

As an Account Manager, you’ll be a trusted financial partner to a select roster of high-profile clients. You’ll own the daily “back-office” so they can stay front-and-center on stage, on set, or online. From cash-flow to royalty tracking, you’ll keep every dollar accounted for while delivering the white-glove service that turns clients into lifelong advocates.

ROLES & RESPONSIBILITIES

Client Relationship Management

• Serve as the primary contact for clients, assistants, attorneys, and agents
• Understand each client’s business structure, revenue streams, and current projects
• Proactively communicate insights, flag risks, and celebrate wins to ensure top-tier client satisfaction

Financial & Bookkeeping

• Maintain AgilLink ledgers and general journals for all client entities
• Verify, allocate, and post transactions; reconcile bank and credit-card accounts
• Prepare credit-card allocations, wire transfers, deposits, and electronic payments
• Produce concise financial reports, trend analyses, and month-end summaries for partner review

Payroll & Compliance

• Manage office-staff payroll and union benefit reporting (DGA, SAG-AFTRA, WGA)
• Prepare 1099s and coordinate with the in-house tax team to meet all filing deadlines Royalty & Revenue Tracking
• Monitor residuals and multi-stream income to ensure every cent is captured
• Track and reconcile royalty statements; investigate and resolve discrepancies swiftly

Special Projects & Administration

• Set up new client entities and bank accounts; handle account closures as needed
• Process medical claims and perform follow-ups until resolution
• Support audits, deal closings, and one-off client requests with accuracy and urgency

THE IDEAL CANDIDATE:

• 2+ years in client-facing accounting, business management, or professional-services roles—ideally in entertainment.
• Advanced bookkeeping chops and working knowledge of GAAP fundamentals.
• AgilLink (or similar platform) mastery; strong Excel & Word skills.
• Hawk-eyed attention to detail, nimble multitasking, and calm under shifting priorities.
• Confident communicator—able to translate numbers into narrative and build genuine rapport.
• Familiarity with DGA, SAG-AFTRA, WGA residuals/benefits is a plus.

WHAT YOU'LL LOVE:

• Impact & Visibility – Your work directly fuels the success of Grammy-winners, showrunners, and next-gen creators.
• Growth Track – Work shoulder-to-shoulder with Partners who champion mentorship and promote from within.
• Competitive Package – Competitive salary, health coverage, and PTO.
• Values-Driven Culture – We put integrity first, celebrate diversity, and measure success by both profit and client peace of mind.

To Apply for this Position: Send your resume and a brief note to with “Account Manager – Your Name” in the subject line.

We are an equal-opportunity employer and welcome candidates of every background, identity, and lived experience. 

Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement.

Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.

We are looking to hire multiple Premier Relationship Managers throughout our footprints at locations such as: CA, NV, TX, WA, NY, GA, IL - LA, OC, Vegas, Seattle, Houston, Dallas, Chicago, Atlanta, NYC, etc...

We are currently seeking a seasoned professional to join our team as a Premier Relationship Manger. As a Premier Relationship Manager, you will be a trusted adviser to our new and existing Premier clients. Woking collaboratively with our internal teams, you will support client’s entire life journey by providing professional and comprehensive financial advice to suit the client’s needs. You will also provide support on contacting clients proactively, handling clients’ banking queries timely and ensuring all the compliance and regulations are met.

• Develop and execute strategies to proactively drive client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients
• Collaborate with Regional Manager and/or Branch Manager to develop and implement client-centric strategic marketing plans and generate new business through prospecting, outside calling, networking, and referrals
• Demonstrate genuine curiosity about clients, helping them reach their financial ambitions. Leverage client insights and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering exceptional client experience
• Connect with product specialists to provide more advanced technical input to identify and fulfill multiple needs with clients
• Promote our products and Services to potential clients, exploring their needs and making referrals to other business units where appropriate
• Support branch improvement initiatives, providing client feedback of our service and ensuring compliance with audit requirements and quality assurance
• Maintain the levels of operational integrity required by EWB and adhere to the Business Principles and Values of EWB
• May perform other duties as assigned

• Bachelor's degree or equivalent experience
• FINRA Series 6, 63, Life and Health Insurance licenses required; must obtain series 7 within 6 months of joining
• 5+ years of proven and progressive financial services and/or retail sales experience, or equivalent, including evidence of strong sales results and knowledge of banking products for referral purposes
• Relationship management experience with high-net-worth clients or equivalent
• Strong sales, communication, cross-selling, sales planning, mathematical, decision-making, and analytical skills
• Strong relationship management, client service, time management and prioritization skills
• Broad knowledge of financial products and services
• Understanding of the business banking client segment and products/services appropriate to complement Premier offerings.
• A strong sense of ownership, responsibility, and accountability
• Excellent understanding of financial planning, wealth management, and client-needs assessment

Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.

Compensation

The base pay range for this position is USD $70,000.00/Yr. - USD $185,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

JOB SUMMARY

Responsible for underwriting and coordinating the closing of loans in compliance with the Bank’s lending policies and procedures. Complies with all regulations which apply within the scope of the position, including Bank Secrecy Act.

DUTIES

• Prepare detailed credit memorandum and loan write ups to support credit approval recommendations.
• Analyze borrower financial statements, tax returns, cash flow, collateral, and credit report to assess repayment capacity and credit risk.
• Prepare and process credit amendments, waivers, renewals, and extensions as needed.
• Coordination with relationship manager, credit officers, and loan operation to facilitate timely and accurate loan closings.
• Review loan documentation for completeness, accuracy, and compliance with approved credit terms and bank policies.
• Maintain and update customer credit files, account record, and supporting documentation.
• Maintain or update records of customer account activity, including financial transactions.
• Monitor/review existing accounts to detect potential problems and suspicious activities; apply problem account administration according to regulations and the Bank’s policies and procedures.
• Perform other duties as assigned.

QUALIFICATIONS

• EDUCATION: Bachelor’s degree or equivalent in accounting, finance, mathematics or statistics.
• EXPERIENCE: Minimum 3 years in underwriting pertinent loans.

SKILLS/ABILITIES

• Strong analytical and underwriting skills
• PC proficiency in Word and Excel
• Excellent verbal and written communication skills

Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future.

WHY WORK FOR US?

Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to:

• Medical insurance
• Vision insurance
• Dental insurance
• 401(k)
• Disability insurance

Royal Business Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policies (GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

• Develop and execute operations strategies to align with CNB’s risk tolerance and regulatory standards.
• Lead and expand a team of fraud analysts, investigators, and operations specialists, fostering professional growth.
• Enhance fraud prevention measures through effective collaboration with Legal, Compliance, Customer Service, and Product teams.

• Strong analytical and decision-making skills
• Guarantee adherence to anti-fraud policies, audit requirements, and regulatory mandates; compile and present detailed fraud trend reports.
• Manage comprehensive fraud monitoring, investigation, and response to ensure swift resolution of high-risk incidents.
• Proficient in regulatory compliance and risk management

• 10+ years in fraud management, financial crime, or risk operations within the banking or financial services sector, with at least 5 years in a leadership role.
• Preference for candidates holding advanced certifications (CFE, CAMS, CIFP) and having a bachelor’s degree in business, Finance, Criminology, or a related field.

Role: Part-Time Personal Assistant and Bookkeeper

Location: Brentwood, Los Angeles (in the hills) – 4 to 5 days per week onsite

Schedule: Part-time, approximately 30–32 hours per week

Preferred Days: Monday, Tuesday, Wednesday, Friday

Hours: 9:00 AM – 4:00 PM (8-hour days)

Compensation: $40.00 per hour

Attire: Business casual

Requirements: Bilingual in Spanish

**Please note you must have QUICKBOOKS experience

Our client, a high-net-worth couple, is seeking a highly organized and detail-oriented Personal Assistant to support their West Side household. This role offers an immediate start with an indefinite duration and combines estate management, scheduling, travel coordination, and basic bookkeeping. The ideal candidate is proactive, tech-savvy, and comfortable managing multiple priorities while providing seamless support. This position offers the flexibility of a part-time schedule and is perfect for someone who thrives in a dynamic, fast-paced environment.

Key Responsibilities:

• Assist with expense reporting and bookkeeping; proficiency with QuickBooks (must have QuickBooks).
• Manage overall household operations, ensuring seamless coordination of vendors, service providers, and estate management functions.
• Receive and oversee vendors on-site; maintain responsibility for budgeting and financial oversight related to household expenditures.
• Book personal and household appointments, manage complex scheduling needs, and collaborate with the principal’s corporate Executive Assistant to ensure calendar alignment and efficiency.
• Coordinate domestic and international travel logistics, including arrangements for family members and select business travel.
• Oversee household purchases, track inventory, and maintain accurate records of all financial transactions.
• Provide basic care for a small dog, including occasional feeding and coordination of veterinary or grooming services as required.
• Deliver high-level administrative support while ensuring the household functions in a professional, organized, and proactive manner.

Qualifications:

• Proficiency in QuickBooks for expense tracking - this is a must have.
• Must have a valid Driver's License.
• Previous experience as a Personal Assistant, Estate Manager, or similar role.
• Strong organizational, written, and multitasking skills with a high level of discretion.
• Comfortable using Mac products (iPhone, MacBook, etc.).
• Familiarity with high-net-worth households and corporate coordination.
• Ability to anticipate needs and work independently in a private home office.

We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring. California applicants, please view our Privacy Notice here: Group is a premier, Women-Owned recruiting agency and a widely recognized name in corporate and administrative staffing. We connect our candidates with job opportunities at leading companies nationwide. When you work with a Career Group recruiter, you gain a strategic career advisor for life. Submit your resume to get started today.