Banking And Financial Services Jobs in Ca Remote

Rady Children's Physician Management Services (RCPMS) offers exciting opportunities for qualified candidates to join our rapidly growing organization. We are a wholly owned subsidiary of Rady Children’s Hospital and Health Center with just over 500 employees. RCPMS supports primary care pediatricians with 29 office locations throughout San Diego and Southern Riverside Counties.

RCPMS seeks a friendly, motivated, and experienced individual for our open PFS Manager position. This is a Full-Time position. Hours of operation are Monday through Friday, 8:00am to 5:00pm. On site.

SUMMARY

The Manager, Patient Financial Services (PFS) provides oversight of patient billing and collection within billing operations under the direction of the Director of Patient Financial Services. Monitors work processes and identifies/implements process improvement opportunities. The Manager, PFS oversees and evaluates Patient Financial Services staff, monitors and ensures compliance with Federal, State and industry standards and regulations, prioritizes and maintains timely turnaround, serves as resource for billing issues, performs periodic audits, and acts as the primary contact for escalated customer service concerns.

EDUCATION AND EXPERIENCE

• High school diploma or equivalent
• Minimum of 5 years supervisory and leadership experience in medical billing office environment
• Epic experience preferred

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

For full-time positions RCPMS offers the full scope of benefits, a competitive compensation package and opportunities for professional growth.

Employee Benefits include but are not limited to:

• Student Loan Repayment
• Tuition Assistance Program
• Medical, Dental & Vision Coverage
• Matching 401k
• Paid Time Off & Paid Holidays
• Employee Assistance Program
• Group Life and AD&D Insurance

If you want to work with a great group of people, we invite you to join us in promoting the health of children within our communities.

For full-time positions RCPMS offers the full scope of benefits, a competitive compensation package and opportunities for professional growth.

Rady Children’s Physician Management Services is proud to be an Equal Opportunity Employer.

To be considered, please submit a resume and cover letter.

The reasonably expected salary range for this position is between $89,120.00-$120,000.00 a year depending on qualifications including education and relevant experience.

Hiring a Financial Counselor in Anaheim, CA!

• Fully On-Site in Anaheim
• M-F 8am-4:30pm
• 6month contract to hire

Required Skills & Experience

• Experience with insurance verification
• Strong understanding of deductibles, copays, and coinsurance
• Knowledge of authorization requirements
• Experience with claim submission and follow-up
• Understanding of payer types including Commercial, Medicare, Medi‑Cal, HMO, and PPO
• Ability to clearly explain benefits and how they impact a patient’s bill
• Comfortable collecting payments upfront and discussing financial options
• 6+ months experience in a related healthcare financial role
• High School Diploma or GED

Nice to Have Skills & Experience

• Experience in a commercial claims hospital environment
• Familiarity with claims portals or systems
• Prior experience in a high-volume call or business office setting

Job Description

The Financial Counselor supports the Business Office by managing patient financial intake and back-end claims operations. This role is primarily administrative and data-driven, with limited patient-facing interaction, and requires strong knowledge of insurance verification, claims processing, and payer requirements. Approximately 10% of the role involves patient interaction, while the majority focuses on data entry, auditing, claims submission, and high-volume inbound/outbound calls.

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.

Client Service Representative

Location: Novato, CA (Onsite)

Employment Type: Direct Hire

Industry: Financial Services

About the Company

Our client is a well‐established financial services firm dedicated to providing personalized financial planning and investment strategies built on trust, integrity, and long‐term relationships. Their team supports high‐net‐worth individuals and families with a comprehensive, fiduciary approach to wealth management and client service. The firm prides itself on professionalism, confidentiality, and delivering an exceptional client experience.

Position Overview

The Client Service Representative is a key member of the client experience team and serves as the primary point of contact for clients. This role supports advisors and operations by managing client communications, account administration, and service requests while maintaining the highest standards of accuracy, confidentiality, and professionalism.

The ideal candidate is detail‐oriented, service‐driven, and thrives in a fast‐paced, highly regulated financial services environment.

Key Responsibilities

• Serve as the first point of contact for clients via phone, email, and in person, delivering professional and responsive service
• Manage and maintain client accounts using Redtail CRM and LPL ClientWorks, ensuring accuracy and completeness of records
• Assist with client onboarding, account updates, and service requests
• Coordinate electronic document processing, including e‐signatures and compliance documentation
• Support advisors and operations with scheduling, Zoom meetings, and client follow‐ups
• Collaborate with internal team members to update and process client account changes
• Handle client inquiries and concerns with professionalism, initiative, and discretion
• Maintain strict confidentiality and adhere to compliance requirements, including fingerprinting, attestations, and training participation

Qualifications & Skills

• Previous experience in client service, administrative support, or account management
• Experience in wealth management, financial services, or private client environments strongly preferred
• Proficiency with CRM systems; Redtail CRM experience highly desirable
• Strong organizational and time‐management skills with the ability to prioritize effectively
• Excellent verbal and written communication skills with a strong customer‐service mindset
• High level of professionalism, discretion, and attention to detail
• Ability to work independently while collaborating in a team‐oriented office environment
• Familiarity with financial industry compliance standards is a plus

We are currently looking to hire an experienced and analytical Financial Analyst 3 for an onsite role at our Costa Mesa, CA Headquarters. In this role, you will support the organizations Corporate Finance: Analysis and Reporting team by developing, managing, and presenting financial analysis projects, creating and publishing executive reporting/dashboards, and analyzing Profit and Loss (P&L) statements for management.

What You'll Do:

• You will prepare, analyze, coordinate and present reporting for executives and perform financial analysis, variance analysis and profitability analysis.
• You'll be responsible for reviewing, identifying, and working with other departments to gather data and analyze projects.
• You will lead financial analysis projects, present slides to executives, research profitability challenges and create recommendations.
• You will perform Ad Hoc Analysis as needed and be able to explain the data effectively.
• You will manage access databases and create Tableau dashboards to display trends and data.
• You'll be responsible for the update and creation of reports and completing/presenting assigned financial analysis projects.

What You'll Need:

• Minimum requirements include a Bachelor's degree in Finance, Business, Economics or Accounting and 3 5 years of experience in Financial Analysis, Corporate Budgeting and Forecasting, or Accounting.
• You will need to have a strong understanding of accounting concepts and processes.
• Strong verbal and written communication skills, presentation skills, be a motivated self-starter and detail oriented.
• Advanced Excel skills, Tableau skills or other data visualization (i.e. Power BI) skills are required.
• Experience with a large ERP system is required and Oracle Hyperion experience is a plus.
• Ad Hoc querying skills, Access Database experience and SQL experience is preferred.
• Teamwork, leadership, interpersonal, multitask management and presentation skills.
• Candidate must also be willing to work extra hours occasionally, to meet deadlines.

The starting pay range for this position is $90,400.00 - $120,300.00. Additionally, for full time positions, you will be eligible to participate in our incentive program based upon the achievement of organization, team and personal performance.

Remarkable benefits: Health coverage for medical, dental, vision 401(K) saving plan with company match AND Pension Tuition assistance PTO for community volunteer programs Wellness program Employee discounts

Must be located within one hour of Pottstown, PA.

Are you stuck in your mundane Job with no growth opportunity? Are you looking to blend hard work and FUN?

Diamond's culture is made up of a team of driven and passionate employees that care about helping others. When you work at Diamond, you will find that you can have more than just a job here, you can build your career. Diamond employees believe in doing more for our members and more for our community, which is what has helped make us one of the Best Places to work in PA for 10 consecutive years. See how your career can grow when you start working with Diamond Credit Union.

Position Summary:

Member Advocate - Member Experience Center-Call handles member requests and provides exceptional member service, using product knowledge to recognize cross sell opportunities and refer to appropriate credit union specialists.

Supervisory Responsibilities:

No direct reports.

Essential Functions:

• Effectively handle incoming calls, making sure all calls are answered within 2 rings, while ensuring established average speed of answer performance and abandon rate standards are met.
• Assist members with general inquiries, account management, routine account-related requests such as: account reconciliation, evaluation and explanation of products, service fee and overdraft charges, up to and including fee refunds, transfer of funds, stop payment requests, debit cards (i.e.: usage, limits and dispute processing), credit card and loan payment processing, account maintenance changes (i.e.: name/address, phone, etc.) check reorders and interaction with internal support departments and 3rd parties.

Required Skills / Abilities:

• Demonstrated dedication to positive, member-focused service.
• Good interpersonal and communication skills to ensure member related issues are handled in a fair, consistent manner.
• Good organizational skills and attention to detail.
• Ability to work through member situations and provide effective and accurate resolutions.
• Good technical skills and ability to work with multiple systems.
• Ability to be available at 8:00am M-Sat.
• Available to work until 5:00pm M-W, 7:00pm Th, 6:00pm Fri, and 1:00pm Sat on a rotational basis.

Education / Experience:

• High school diploma or equivalent.
• Two plus years of customer service experience, preferably within a financial institution.

Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.

Overview:

Our client, is a U.S. Fortune 1,000 company and a major process services provider to government health and human services agencies in the United States seeks a Bilingual Customer Service representative.

*** Candidate must be authorized to work in USA without requiring sponsorship ***

**************************************************************************

*** Location: Rancho Cordova, CA 95670

*** Duration: 3+ months

Important:

• Schedule: Monday–Friday, 9:00 AM–6:00 PM PST
• Work Arrangement: Initial training onsite; remote work permitted after training completion

Job Overview:

The Bilingual CSR will support customers by handling inbound and outbound calls, assisting with enrollment-related transactions, and providing accurate information regarding program services, policies, and procedures. This role requires strong communication skills, adaptability, and the ability to perform effectively in a fast-paced, production-driven environment.

Job Functions:

• Respond to inbound 800-line calls and complete outbound support calls.
• Answer customer questions clearly and professionally, escalating or referring callers to supervisors, county representatives, or state agencies when needed.
• Assist beneficiaries with enrollment transaction requests, as applicable.
• Maintain current knowledge of client programs, policies, procedures, and desk guidelines.
• Ensure adherence to contract compliance provisions relevant to the role.
• Follow all position-specific policies and procedures while meeting quality and production expectations.

Required Qualifications:

• High school diploma, GED, or equivalent certification.
• At least 1 year of experience in customer service, call center, or a related field.
• Bilingual fluency in English and one of the following languages: Spanish, Japanese, Thai, Laotian, Mandarin, Cantonese, Cambodian, Korean, Russian, Vietnamese, Tagalog, or Armenian.
• Strong computer literacy and ability to quickly learn new software programs.
• Ability to follow procedures and meet established quality and productivity standards.
• Excellent organizational, interpersonal, written, and verbal communication skills.
• Ability to work both independently and collaboratively as part of a team.

Preferred Requirement:

• Experience in a health or human services environment.
• Prior public-facing call center experience.

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I'd love to talk to you if you think this position is right up your alley, and assure prompt communication, whichever direction. If you're looking for rewarding employment and a company that puts its employees first, we'd like to work with you.

Sam Banga

Lead Recruiter

Company Overview:

Amerit Consulting is an extremely fast-growing staffing and consulting firm. Amerit Consulting was founded in 2002 to provide consulting, temporary staffing, direct hire, and payrolling services to Fortune 500 companies nationally: as well as small to mid-sized organizations on a local & regional level. Currently, Amerit has over 2,000 employees in 47 states. We develop and implement solutions that help our clients operate more efficiently, deliver greater customer satisfaction, and see a positive impact on their bottom line. We create value by bringing together the right people to achieve results. Our clients and employees say they choose to work with Amerit because of how we work with them - with service that exceeds their expectations and a personal commitment to their success. Our deep expertise in human capital management has fueled our expansion into direct hire placements, temporary staffing, contract placements, and additional staffing and consulting services that propel our clients' businesses forward.

Amerit Consulting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Applicants, with criminal histories, are considered in a manner that is consistent with local, state and federal laws.

Our client, a US Fortune 1,000 company and a major process services provider to Government Health and Human services agencies, seeks an accomplished Bilingual Customer Service Representative for a fully remote role.

IMPORTANT:

• Start date: Monday, 4/6/2026 (Orientation)
• Primary Languages - Spanish | Armenian | Cambodian | Cantonese | Farsi | Japanese | Korean | Mandarin | Thai | Laotian | Ukrainian | Vietnamese
• Work Location: 11050 Olson Dr., Ste. 100, Rancho Cordova, CA 95670
• Must be local to Rancho Cordova or surrounding cities.
• On Site training: 4-5 weeks from 9:00 am - 6:00 pm PST - Once training is completed, staff will be sent home with equipment to work remote.
• This will be work from home (Client requires a private, secluded space to focus on your work, with no background noise or other distractions that may prevent from providing excellent customer service.)
• Client will be offering candidates based off the resume hence no interviews.
• Candidates requesting time off within the first 90 days of employment must seek approval before applying for this role.
• Duration of this project would be 3 Months with possible extension.
• Candidate will be working from home throughout the assignment after completing training.
• Candidate MUST have high-speed wired Internet connection. Wi-Fi / Wireless connections are not allowed.
• Candidate MUST have a reliable home-office environment.

RESPONSIBILITIES:

• Responds to inbound 800-line calls and completes outbound support calls, provides response to questions, and in specific instances, refers callers to the appropriate supervisor, county or state agency representatives for service and/or when problems or concerns occur.
• Assists beneficiaries by completing enrollment transaction request transactions, as applicable.
• Maintains updated knowledge of the HCO program, including its policies and procedures as referenced in the employee manual and other policies adopted by corporate, the project and/or client and as referenced in desk procedures for the position.
• Maintains knowledge of contract compliance provisions of the project and meets those provisions that are applicable to this job position.
• Follows policies and procedures applicable to the position.
• Maintains updated knowledge of managed care plans that are available to beneficiaries in their service area.
• Assists beneficiaries in enrolling/disenrolling in managed care plans.8. Assists beneficiaries with medical exemptions and waiver inquiries.
• Provides beneficiaries with status of enrollment/disenrollment, medical exemptions, and waivers.
• Meets Production and Quality Assurance goals as defined for this position.
• Meets all standards established for this position as outlined in the attached performance criteria.
• Provides backup to the forms processing and research functions in Central Operations at minimum quality standards as specified for a Forms Processor and a Research Analyst level.
• Performs other duties as may be assigned by management.

REQUIRED QUALIFICATIONS:

• Education: At least HS diploma OR GED. (Proof of education is must)
• Must have 2-3 years of Customer Service experience within healthcare/insurance/pharma call center industry.
• Primary Languages - Spanish | Armenian | Cambodian | Cantonese | Farsi | Japanese | Korean | Mandarin | Thai | Laotian | Ukrainian | Vietnamese

I'd love to talk to you if you think this position is right up your alley, and assure a prompt communication, whichever direction. If you are looking for rewarding employment and a company that puts its employees first, we'd like to work with you.

Recruiter Name: Jatin Rattan

Title: Senior Recruiter

E-mail:

I'd love to talk to you if you think this position is right up your alley, and assure prompt communication, whichever direction. If you're looking for rewarding employment and a company that puts its employees first, we'd like to work with you.

Company Overview:

Amerit Consulting is an extremely fast-growing staffing and consulting firm. Amerit Consulting was founded in 2002 to provide consulting, temporary staffing, direct hire, and payrolling services to Fortune 500 companies nationally; as well as small to mid-sized organizations on a local & regional level. Currently, Amerit has over 2,000 employees in 47 states. We develop and implement solutions that help our clients operate more efficiently, deliver greater customer satisfaction, and see a positive impact on their bottom line. We create value by bringing together the right people to achieve results. Our clients and employees say they choose to work with Amerit because of how we work with them - with service that exceeds their expectations and a personal commitment to their success. Our deep expertise in human capital management has fueled our expansion into direct hire placements, temporary staffing, contract placements, and additional staffing and consulting services that propel our clients' businesses forward.

Amerit Consulting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Applicants, with criminal histories, are considered in a manner that is consistent with local, state and federal laws.