Banking and Financial Services Jobs in California
353 positions found — Page 2
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values β honesty, integrity, loyalty and service β define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a SIU Investigator (mid-level). This is a Desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The selected candidate will have a strong multi-line SIU investigation background.
This position is remote eligible. However, you must currently live in California.
What you'll do:
Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.
Participates in the development of fraud prevention strategies.
Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.
Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.
Makes recommendations within defined authority guidelines.
Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.
Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.
May serve as a resource team member on specific matters through demonstrated skill or training.
Assists with the delivery of fraud awareness training initiatives in a defined environment.
Handles CAT duty responsibilities as business requires.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Minimum High School Diploma or General Equivalency Diploma (GED).
2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.
Proven investigatory skills.
Experience obtaining statements from various parties to incidents, witnesses, and suspects.
Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.
Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.
Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.
Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.
SIU experience conducting low to complex P&C fraud investigations OR a combination of Claims and Law Enforcement Investigations OR Military Investigative experience.
Strong multi-line SIU experience
Β Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.
US military experience through military service or a military spouse/domestic partner
Compensation range: The annualized range for this position is: $77,120 - $147,390. However, this is an hourly position.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Β
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
Β
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
Β
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
Β
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values β honesty, integrity, loyalty and service β define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a SIU Investigator (mid-level). This is a Desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The selected candidate will have a strong multi-line SIU investigation background.
This position is remote eligible. However, you must currently live in California.
What you'll do:
Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.
Participates in the development of fraud prevention strategies.
Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.
Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.
Makes recommendations within defined authority guidelines.
Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.
Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.
May serve as a resource team member on specific matters through demonstrated skill or training.
Assists with the delivery of fraud awareness training initiatives in a defined environment.
Handles CAT duty responsibilities as business requires.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Minimum High School Diploma or General Equivalency Diploma (GED).
2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.
Proven investigatory skills.
Experience obtaining statements from various parties to incidents, witnesses, and suspects.
Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.
Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.
Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.
Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.
SIU experience conducting low to complex P&C fraud investigations OR a combination of Claims and Law Enforcement Investigations OR Military Investigative experience.
Strong multi-line SIU experience
Β Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.
US military experience through military service or a military spouse/domestic partner
Compensation range: The annualized range for this position is: $77,120 - $147,390. However, this is an hourly position.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Β
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
Β
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
Β
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
Β
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Remote working/work at home options are available for this role.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values β honesty, integrity, loyalty and service β define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a SIU Investigator (mid-level). This is a Field position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The selected candidate will have a strong Property SIU background and not just auto
This role is remote eligible. However, you must currently live in San Diego metropolitan area. This being a Field position a company car is provided and there is regular business travel.
What you'll do:
Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.
Participates in the development of fraud prevention strategies.
Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.
Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.
Makes recommendations within defined authority guidelines.
Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.
Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.
May serve as a resource team member on specific matters through demonstrated skill or training.
Assists with the delivery of fraud awareness training initiatives in a defined environment.
Handles CAT duty responsibilities as business requires.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
High School Diploma or General Equivalency Diploma (GED).
2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.
Proven investigatory skills.
Experience obtaining statements from various parties to incidents, witnesses, and suspects.
Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.
Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.
Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.
Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.
SIU experience conducting low to complex P&C fraud investigations OR a combination of Claims and Law Enforcement Investigations OR Military Investigative experience.
Strong Property SIU experience
Β Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.
US military experience through military service or a military spouse/domestic partner
Compensation range: The annualized range for this position is: $77,120 - $147,390. However, this is an hourly position.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Β
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
Β
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
Β
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
Β
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values β honesty, integrity, loyalty and service β define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a SIU Investigator (mid-level). This is a Field position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The selected candidate will have a strong Property SIU background and not just auto
This role is remote eligible. However, you must currently live in San Diego metropolitan area. This being a Field position a company car is provided and there is regular business travel.
What you'll do:
Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.
Participates in the development of fraud prevention strategies.
Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.
Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.
Makes recommendations within defined authority guidelines.
Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.
Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.
May serve as a resource team member on specific matters through demonstrated skill or training.
Assists with the delivery of fraud awareness training initiatives in a defined environment.
Handles CAT duty responsibilities as business requires.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
High School Diploma or General Equivalency Diploma (GED).
2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.
Proven investigatory skills.
Experience obtaining statements from various parties to incidents, witnesses, and suspects.
Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.
Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.
Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.
Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.
SIU experience conducting low to complex P&C fraud investigations OR a combination of Claims and Law Enforcement Investigations OR Military Investigative experience.
Strong Property SIU experience
Β Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.
US military experience through military service or a military spouse/domestic partner
Compensation range: The annualized range for this position is: $77,120 - $147,390. However, this is an hourly position.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Β
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
Β
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
Β
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
Β
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values β honesty, integrity, loyalty and service β define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a SIU Investigator (mid-level). This is a Desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The selected candidate will have a strong multi-line SIU investigation background.
This position is remote eligible. However, you must currently live in California.
What you'll do:
Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.
Participates in the development of fraud prevention strategies.
Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.
Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.
Makes recommendations within defined authority guidelines.
Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.
Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.
May serve as a resource team member on specific matters through demonstrated skill or training.
Assists with the delivery of fraud awareness training initiatives in a defined environment.
Handles CAT duty responsibilities as business requires.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Minimum High School Diploma or General Equivalency Diploma (GED).
2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.
Proven investigatory skills.
Experience obtaining statements from various parties to incidents, witnesses, and suspects.
Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.
Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.
Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.
Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.
SIU experience conducting low to complex P&C fraud investigations OR a combination of Claims and Law Enforcement Investigations OR Military Investigative experience.
Strong multi-line SIU experience
Β Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.
US military experience through military service or a military spouse/domestic partner
Compensation range: The annualized range for this position is: $77,120 - $147,390. However, this is an hourly position.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Β
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
Β
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
Β
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
Β
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values β honesty, integrity, loyalty and service β define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a SIU Investigator (mid-level). This is a Desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The selected candidate will have a strong multi-line SIU investigation background.
This position is remote eligible. However, you must currently live in California.
What you'll do:
Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.
Participates in the development of fraud prevention strategies.
Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.
Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.
Makes recommendations within defined authority guidelines.
Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.
Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.
May serve as a resource team member on specific matters through demonstrated skill or training.
Assists with the delivery of fraud awareness training initiatives in a defined environment.
Handles CAT duty responsibilities as business requires.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Minimum High School Diploma or General Equivalency Diploma (GED).
2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.
Proven investigatory skills.
Experience obtaining statements from various parties to incidents, witnesses, and suspects.
Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.
Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.
Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.
Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.
SIU experience conducting low to complex P&C fraud investigations OR a combination of Claims and Law Enforcement Investigations OR Military Investigative experience.
Strong multi-line SIU experience
Β Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.
US military experience through military service or a military spouse/domestic partner
Compensation range: The annualized range for this position is: $77,120 - $147,390. However, this is an hourly position.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Β
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
Β
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
Β
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
Β
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values β honesty, integrity, loyalty and service β define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a dedicated SIU Manager (P&C). Β Responsible for operational management of Claims fraud investigative teams. Directs staff in the investigation of cases involving questionable, suspect, or fraudulent activity. Ensures compliance with policies and procedures contributing to fraud control objectives, as well as compliance with state insurance fraud-related laws and regulations.
This is a Remote eligible position. However, you must currently live within the State of California.Β Relocation assistance is not available for this position.
What you'll do:
- Responsible for insurance fraud detection and investigation services to reduce fraud-related claim payments and costs, while avoiding unwarranted risk.
- Ensures compliance with laws and regulations relating to claims handling and unfair claims practices and reporting statutes.
- Participates in the establishment and implementation of policies and procedures for fraud control and investigative practices.
- Performs leadership and management tasks, i.e., providing coaching, evaluating performance, review of time sheets, managing time off, conducting quarterly check-ins/ride-alongs, etc.
- Evaluates, authorizes, and implements actions and decisions to carry out proactive claimβs projects and investigations.
- Reviews and evaluates investigation recommendations from investigators to ensure results and case documentation support conclusions.
- Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
- Bachelorβs degree; OR 4+ years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
- 6+ years P&C industry functional work experience OR 4+ years of P&C experience plus military service experience.
- 2+ years of demonstrated leadership experience, supervisory or management experience.
- Extensive knowledge and experience in all levels of claims investigation or fraud investigation and regulatory reporting requirements.
- Knowledge of anti-fraud analytics programs as it relates to fraud prevention and identification.
- Thorough understanding of investigative tools and techniques to guide and coach special investigators.
- Demonstrated ability to build and maintain collaborative relationships with internal and external partners and business areas.
- Demonstrated management skills and the ability to demonstrate monthly productivity and cycle time outcomes from investigations assigned to the SIU team.
- Ability to prepare and present training sessions and case outcomes.
- Demonstrated experience facilitating and managing projects and teams.
What sets you apart:
- More than 2+ years of SIU investigator experience
- Current or prior SIU leadership experience managing diverse teams across multiple locations and functions within SIU.
- First and Third Party auto and property claims investigations
- SIU or Fraud Investigation Designations (CFE, CIFI, SCLA, etc.,).
- Demonstrated experience in leveraging business data to inform decision making and drive strategy.
- US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $114,080 - $218,030
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Β
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Β
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
Β
For more details on our outstanding benefits, visit our benefits page on .
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
Β
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values β honesty, integrity, loyalty and service β define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a dedicated SIU Manager (P&C). Β Responsible for operational management of Claims fraud investigative teams. Directs staff in the investigation of cases involving questionable, suspect, or fraudulent activity. Ensures compliance with policies and procedures contributing to fraud control objectives, as well as compliance with state insurance fraud-related laws and regulations.
This is a Remote eligible position. However, you must currently live within the State of California.Β Relocation assistance is not available for this position.
What you'll do:
- Responsible for insurance fraud detection and investigation services to reduce fraud-related claim payments and costs, while avoiding unwarranted risk.
- Ensures compliance with laws and regulations relating to claims handling and unfair claims practices and reporting statutes.
- Participates in the establishment and implementation of policies and procedures for fraud control and investigative practices.
- Performs leadership and management tasks, i.e., providing coaching, evaluating performance, review of time sheets, managing time off, conducting quarterly check-ins/ride-alongs, etc.
- Evaluates, authorizes, and implements actions and decisions to carry out proactive claimβs projects and investigations.
- Reviews and evaluates investigation recommendations from investigators to ensure results and case documentation support conclusions.
- Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
- Bachelorβs degree; OR 4+ years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
- 6+ years P&C industry functional work experience OR 4+ years of P&C experience plus military service experience.
- 2+ years of demonstrated leadership experience, supervisory or management experience.
- Extensive knowledge and experience in all levels of claims investigation or fraud investigation and regulatory reporting requirements.
- Knowledge of anti-fraud analytics programs as it relates to fraud prevention and identification.
- Thorough understanding of investigative tools and techniques to guide and coach special investigators.
- Demonstrated ability to build and maintain collaborative relationships with internal and external partners and business areas.
- Demonstrated management skills and the ability to demonstrate monthly productivity and cycle time outcomes from investigations assigned to the SIU team.
- Ability to prepare and present training sessions and case outcomes.
- Demonstrated experience facilitating and managing projects and teams.
What sets you apart:
- More than 2+ years of SIU investigator experience
- Current or prior SIU leadership experience managing diverse teams across multiple locations and functions within SIU.
- First and Third Party auto and property claims investigations
- SIU or Fraud Investigation Designations (CFE, CIFI, SCLA, etc.,).
- Demonstrated experience in leveraging business data to inform decision making and drive strategy.
- US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $114,080 - $218,030
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Β
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Β
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
Β
For more details on our outstanding benefits, visit our benefits page on .
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
Β
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values β honesty, integrity, loyalty and service β define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a SIU Investigator (mid-level). This is a Desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The selected candidate will have a strong multi-line SIU investigation background.
This position is remote eligible. However, you must currently live in California.
What you'll do:
Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.
Participates in the development of fraud prevention strategies.
Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.
Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.
Makes recommendations within defined authority guidelines.
Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.
Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.
May serve as a resource team member on specific matters through demonstrated skill or training.
Assists with the delivery of fraud awareness training initiatives in a defined environment.
Handles CAT duty responsibilities as business requires.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Minimum High School Diploma or General Equivalency Diploma (GED).
2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.
Proven investigatory skills.
Experience obtaining statements from various parties to incidents, witnesses, and suspects.
Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.
Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.
Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.
Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.
SIU experience conducting low to complex P&C fraud investigations OR a combination of Claims and Law Enforcement Investigations OR Military Investigative experience.
Strong multi-line SIU experience
Β Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.
US military experience through military service or a military spouse/domestic partner
Compensation range: The annualized range for this position is: $77,120 - $147,390. However, this is an hourly position.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Β
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
Β
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
Β
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
Β
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
In the Roleβ―β―
- 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:β―β―β―β―
- High School Diploma or GEDβ―β―β―β―β―
- Bilingual - Spanish
Preferred:β―
- Sales, Collections or Customer Service experienceβ―β―β―
Location: On siteβ―β―β―
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.β―β―β―β―
Who we Are
A career withβ―OneMainβ―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 daysβ 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)
OneMainβ―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,β―weβveβ―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.β―
In ourβ―more thanβ―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.β―β―
At every level,β―weβreβ―committed to an inclusive culture, career development andβ―impactingβ―the communities where we live and work. Getting people to a better place has made us a better company for over a century.β―Thereβsβ―never been a better time to shine withβ―OneMain.β―
Key Word Tagsβ―β―β―
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 Traineeβ―β―
About the Company
Leading asset manager is seeking a Private Funds/Investment Management Attorney to provide advice, support and research on a broad variety of legal, regulatory and general corporate matters for private fund fundraising efforts and ongoing operation of their Specialty Finance business, which focuses on short-duration, asset-based investments. Looking for a specialty finance funds background. Ideal candidate will have private credit/asset-backed experience.
About the Role
The position will support a registered investment adviser focused on private fund fundraising and investing, including for both closed-end funds and evergreen funds. The position will report to the General Counsel covering the business. Competitive salary and generous bonus.
Responsibilities
- Provide advice, support and research on legal, regulatory and corporate matters.
- Assist in fundraising efforts for private funds.
- Support ongoing operations of the Specialty Finance business.
Qualifications
- 6+ years of relevant experience in a large law firm. Working knowledge of Investment Advisers Act of 1940, Investment Company Act of 1940 and the 1933 and 1934 Acts and ERISA rules
- Juris Doctor (JD) degree from an accredited law school.
- Admission to the bar in the relevant jurisdiction.
Required Skills
- Strong understanding of investment management and private funds.
- Excellent research and analytical skills.
- Ability to communicate complex legal concepts clearly.
Preferred Skills
- Experience in asset-based investments.
- Familiarity with regulatory compliance in the investment sector.
Vistage is hiring for our 2026 Summer Internship Program! Are you looking to gain real-world experience in a field youβre passionate about? We invite you to apply by submitting your resume and the field youβre interested in.
THE COMPANY
Vistage is the worldβs largest CEO coaching and peer advisory organization for small and midsize business (SMB) leaders. We offer the most effective approach for SMB enterprises to achieve better results and grow faster and for SMB leaders to maximize their impact.
The 45,000+ members we serve are CEOs, owners and executives of SMB organizations located across the US and in 40 counties worldwide. These SMB executives spend a day or more with Vistage every month, immersing themselves in our comprehensive platform to become better leaders, make better decisions and get better results. Our platform features three core elements: valuable perspectives from a trusted group of peers, professional guidance and meeting facilitation from an accomplished business leader (the Chair), as well as deep insights from subject matter experts.
Vistage was founded more than 65 years ago, and weβve grown every year since then by innovating to stay on the cutting edge of business and relentlessly delivering value to our members. Our success is demonstrated by Vistage member companies growing 2.2 times faster than non-Vistage peer companies. Learn more about us at EMPLOYEE LIFE
Vistageβs success is anchored by a unique culture that reinforces employee commitment to the Vistage mission. It is a spirit of collective success and achievement which is also reflected in our workplace. Hereβs a sample of the employee experience that helps drive our success:
- Welcome to our home. Our US headquarters sits in the heart of San Diegoβs UTC area. It features an open, modern aesthetic with lots of collaboration spaces, free lattes, and cold brew on tap! From our San Diego base, we collaborate with colleagues based across the country and around the world.
- We sweat the details. Our onsite gym is decked out with Peloton bikes, a Mirror workout system, and plenty of other equipment to keep your workout challenging and fresh.
- We keep it fun! The office vibe is business casual with flexible schedules along with the freedom to work from home in bunny slippers if thatβs your thing! We value mutual respect and laughter . . . we hate stiff formality. Youβll have regular access to Vistage executives β our CEO even buys everyone doughnuts several times a year to fuel his informal employee chats!
- Vistageβs culture and sense of mission drive employee loyalty, with a strong commitment to fostering an inclusive, collaborative, and engaging work environment where employees feel valued and empowered to grow both personally and professionally.
THE PROGRAM
- June 16 - August 6 (8 weeks)
- 20 hours/week with the following schedule: Tuesdays and Thursdays in the office from 9 a.m. - 5 p.m. One additional remote half-day.
- Matched to business functions based on interests and career goals to ensure a meaningful and relevant hands-on experience. (i.e. Marketing, Product Management, Business, Legal, Human Resources, etc. to be determined during the interview process)
WHAT YOU GET TO EXPERIENCE
- Direct placement into a collaborative department with the ability to foster meaningful professional relationships and gain on-the-job experience.
- Specific and meaningful projects assigned to you during your internship tenure.
- Participate in Lunch & Learns with various executives, gaining insights through exclusive Q&A discussions and enhancing skills in public speaking, resume building, and LinkedIn optimization to support your personal and professional growth.
- One-on-one meetings with your manager to receive career advice and mentoring in your field of interest.
- Shadowing opportunities to observe different departments and explore various career paths within the company.
- Soft skills development to improve communication, leadership, and teamwork skills through hands-on projects and mentoring.
- Exposure to real-world business challenges by working on impactful projects that contribute directly to Vistageβs mission.
- Intern socials & community engagement through team bonding activities and intern-exclusive outings.
- End-of-internship showcase where you will present your key learnings and achievements to managers and executives.
- Fun perks such as free lunch Tuesdays, tasty coffee options, team-building activities, and more!
QUALIFICATIONS
- Currently a rising sophomore, junior, or senior pursuing a degree in a relevant field.
- Eager to learn, take initiative, and contribute in a professional environment.
- Strong communication, organizational, and problem-solving skills.
- Ability to work both independently and collaboratively as part of a team.
- A proactive and adaptable mindset with a strong desire for personal and professional growth.
COMPENSATION
$17.75/hour
JOB LOCATION
Hybrid in San Diego; 2 days onsite, 1 half day remote
Our client, a highly regarded private equity and investment management firm based in San Francisco, is seeking a polished and proactive Administrative Assistant / Office Manager to support senior leadership and oversee daily office operations. This role is ideal for a detail-oriented professional who thrives in a fast-paced, high-performance financial environment and enjoys balancing executive support with operational oversight. The Administrative Assistant / Office Manager will serve as the face of the San Francisco office while providing high-level administrative support to investment professionals and firm leadership.
**Please note this is a onsite, temp-to-perm in San Francisco, CA. Pay will be $85k/yr.**
Key Responsibilities:
- Manage complex calendars, meeting coordination, and travel arrangements for senior leadership
- Prepare and edit correspondence, reports, presentations, and investment materials
- Coordinate internal and external meetings, including investor and board meetings
- Handle confidential information with discretion and professionalism
- Process expense reports and assist with invoice tracking and approvals
- Oversee daily office operations to ensure an organized, professional, and efficient environment
- Serve as the primary point of contact for vendors, building management, and service providers
- Manage office supply inventory, equipment, and facilities maintenance
- Coordinate office events, team offsites, and client hospitality
- Assist with onboarding logistics for new hires (workspace setup, supplies, access, etc.)
- Greet investors, portfolio company executives, and external partners
- Maintain conference rooms and ensure meetings run smoothly
- Support preparation of materials for fundraising and investor communications
Qualifications
- 3β7+ years of experience in an administrative or office management role, preferably within private equity, investment banking, asset management, or professional services
- Strong organizational skills with exceptional attention to detail
- Ability to manage multiple priorities in a deadline-driven environment
- Professional demeanor with strong written and verbal communication skills
- Proficiency in Microsoft Office Suite (Outlook, Excel, PowerPoint, Word)
- High level of discretion and integrity
Please submit your resume for consideration
You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting /home/candidate. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.
We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. California applicants, please view our Privacy Notice here:
Executive Business Partner | Founderβs 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 youβll 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 weβre 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: $100Kβ$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.
At VSP Vision,we'reon a mission to help people see every possibility-and we do that through our strategic business pillars that work together to connectnearly90million patientsand their health data to network doctors in a variety of settings across the globe.
As theTreasuryIntern,you'llhave the unique opportunity to partner withTreasuryexperts and support a dynamic team across its primary functions.You'llhave the unique opportunity to gain a broad range of experience in the many elements that contribute to the daily operations of a multi-faceted enterpriseand developcritical businesscompetencies through various tasks. During this internship, you mayassistwith the following duties:
Assistwith bank account reconciliations and reporting
Participate/observein meetings with external banks and financial institutions
Assistwith the bank account management, including administration of bank account authorities and signatories, documenting and tracking bank accounts by institution and entity,completingand updating banking documents, and ensuring proper documentation is in place
Contribute to the implementation of a bank account management system,assistingwith system setup and ensuring data integrity
Support the implementation of a bank fee analysis system, including gathering and organizing bank fee data, andidentifyingopportunities for cost savings
Contribute to the preparation of treasury reports and presentations for senior management
Help with various ad-hoc treasury/cash management and finance projects as needed
Participate in process improvements andoptimizetreasury operations
Preferred Skills:
Strong interest in corporate finance and treasury functions
Excellent analytical skills and attention to detail
Qualities of the ideal candidate:
Strongproficiencyin Microsoft Excel and other MS Office applications
Ability to work independently at times with some direction and manage multiple tasks in a fast-paced environment
Strong communicationand interpersonal skills
Ability tomaintainconfidentiality anddemonstrateprofessionalism
Job-Related Requirements:
Facilities to work remotely, including private or semi-private workspace
Access to high-speed internet
Technology will be provided
Education Level:3rdor 4thyear college
Degree Target:Finance, Accounting, Business Administration
Program Dates: June1stto Aug7th(You must be able to work the full 10 weeks)
#LI-VISIONCARE
Compensation range for the role is listed below. Applicable salary ranges may differ across markets. Actual pay will be determined based on experience and other job-related factors permitted by law.
Salary Ranges: $20.00 - $28.50
VSP Vision is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to age, gender, race, color, religion, sex, national origin, disability or protected veteran status. We maintain a drug-free workplace and perform pre-employment substance abuse testing.
Unincorporated LA County Residents: Qualified Applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act, and any other similar laws.
Notice to Candidates: Fraud Alert - Fake Job Opportunity Solicitations Used to Collect Fees/Personal Information.
We have been made aware that fake job opportunities are being offered by individuals posing as VSP Vision and affiliate recruiters.Click hereto learn about our application process and what to watch for regarding false job opportunities.
As a regular part of doing business,VSPVision ("VSP")collects many different types ofpersonal information, including protected health information, about ouraudiences, includingmembers, doctors,clients, brokers, business partners,andemployees. VSP Vision employees will have access to this sensitive personal information and are subject to follow Information Security and Privacy Policies.
About Origence
With 30 years at the forefront of fintech innovation, we specialize in SaaS lending solutions that lead the industry. Our core mission is customer-centric, focusing on empowering Credit Unions across the United States with the tools to offer accessible, competitive lending services. We're deeply committed to enhancing the financial ecosystem for a broad network of credit unions, members and auto dealers. We invest in our greatest assets, our employees, and foster a culture of innovation and ownership through freedom and responsibility. We celebrate fiscal accountability, operational rigor and efficiency to create a sustainably healthy and robust business for the long term.
The Associate Corporate Attorney has experience in indirect lending, direct lending, financial services, privacy, and FinTech matters in the Credit Union Service Organization and licensed lender space. The Associated Corporate Attorney provides direct support for senior attorneys, is an active partner to internal business clients in addition to providing timely and accurate advice, drafts and negotiates complex and novel contracts with minimal supervision, ensures compliance with regulatory standards, and actively contributes to legal risk mitigation strategies.
What Youβll Be Doing:
- Draft, review, and negotiate a wide variety of commercial contracts, including but not limited to licensing agreements, service agreements, NDAs, data protection agreements, lender agreements, partner and lead generator letters of understanding, and other legal documents independently or at the direction of the senior attorneys.
- Provide legal advice on regulatory, compliance, privacy, and business issues affecting financial services, licensed lender, and SaaS operations.
- Conduct legal research and analysis of statutes, regulations, and case law relevant to company operations.
- Support litigation matters, including strategy, calendaring, discovery, briefings, and outside counsel involvement as needed.
- Update internal policies, procedures, and manuals.
- Monitor and interpret changes in regulatory frameworks and industry best practices affecting the credit union and licensed lender industry.
- Maintain organized legal files, and report on and track key deadlines.
The Ideal Candidate:
Education:
- Juris Doctor (J.D.) from an accredited law school and admission to the California Bar (Registration under Rule 9.46. Registered In-House Counsel accepted but must be indicated on application).
Experience:
- Juris Doctor (J.D.) from an accredited law school and admission to the California Bar (Registration under Rule 9.46. Registered In-House Counsel accepted but must be indicated on application. If admitted under Rule 9.46, please provide proof of successful bar passage, applicable state diploma privilege will not be accepted as proof of successful bar passage.).
- Minimum 2-3 years of relevant legal experience in a law firm, in-house legal department, or similar setting. 3+ years of prior experience as a non-attorney in financial services will count toward the minimum years of experience.
- Experience with financial services, licensed lender, or FinTech legal issues OR SaaS/technology company legal matters.
Specialized Skills:
- Strong drafting, negotiation, and analytical skills.
- Excellent communication and stakeholder management capabilities.
- Ability to prioritize and manage multiple assignments under tight deadlines.
- Experience advising on regulatory compliance (e.g., consumer financial protection statutes, data privacy, software licensing).
- Exposure to commercial technology contracts or subscription services.
- Prior exposure to litigation support or regulatory investigations.
Why you should apply:
- Flexible Working Environment
- Paid Time Off
- 401k (8% match)
- College Tuition Benefits/ Tuition Reimbursement
- Good Benefits options
- Company Culture! Cultural and Holiday celebrations, Theme days like Star Wars Day & Bring your Kids to Work Day, Monthly Townhalls and Quarterly Company Meetings that ensure awareness, inclusion, and transparency.
The starting salary range for this full-time position in Irvine, CA is $111800 - $139800 per year. This base pay will take into consideration internal equity, candidateβs geographic region, job-related knowledge and experience among other factors. Origence maintains a highly competitive compensation program. Under company guidelines, this position is eligible for an annual bonus to provide an incentive to achieve targeted goals. Bonuses are awarded at companyβs discretion on an individual basis.
Origence is an equal opportunity employer. All recruitment, hiring, training, compensation, benefits, discipline, and other terms and conditions of employment will be based upon an individualsβ qualifications regardless of race, religion, color, sex, gender identity, sexual orientation, national origin, ancestry, military service, marital status, pregnancy, age, protected medical condition, genetic information, disability or any other category protected by federal, state or local 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
- Bachelorβs 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
Are you passionate about delivering exceptional client service and building trusted relationships with high-net-worth clients?
Weβre looking for a Trust Officer to join a growing Fiduciary Company in Los Angeles County. You'll play a key role in managing and administering complex trust and investment relationships ranging from $1M to $25M.
In this role, youβll work closely with clients, attorneys, and financial professionals to ensure each trust is administered with precision, care, and expertise. This is an incredible opportunity to grow your career in wealth management and trust administration with a collaborative, client-focused team.
What Youβll Do:
- Administer a portfolio of trust accounts while delivering an exceptional client experience
- Collaborate with trust counsel, tax specialists, and other internal partners to ensure proper documentation and administration
- Partner with external professionals β attorneys, accountants, and co-trustees β to ensure compliance with governing trust documents
- Maintain proactive communication with clients through calls, correspondence, and meetings
- Develop deep expertise in personal trust to serve as a resource to clients and internal partners
- Identify opportunities to deepen client relationships and deliver additional value
What You Bring:
- Bachelorβs degree required
- CTFA required
- JD, CPA, CFA preferred but not required
- 5+ years of relevant experience in wealth management or trust administration
- Strong understanding of trust and investment management practices
- Excellent communication and client advisory skills
- A professional network and the ability to build strong relationships with centers of influence
This onsite opportunity offers a base salary of up to $200k and a comprehensive benefits package.
If youβre ready to take the next step in your trust and wealth management career and make an impact on clientsβ financial futures, weβd love to connect.
Apply today or message to learn more.
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