Business analyst i jobs in the Financial Services industry in California

Business Data Analyst San Francisco, CA The primary responsibility of the Analytic Consultant is the ownership and development of customer collections data and reporting. Primary duties will include: (1) Collecting and structuring complex data from across the enterprise, (2) providing consistent focus and maintaining / monitoring reporting and online collections functionality, and (3) expanding da...
full job description

Performant Financial Corporation (Performant) is a leading provider of technology workflow management solutions. With over 35 years of experience, innovation and leadership, Performant helps clients identify and recover delinquent or defaulted assets associated with student loans, improper healthcare receivable payments, and delinquent state debts.Today, Performant manages more than $300 billion i...
full job description

Emergent is an innovative, fast growing workforce management company that helps our clients reduce the cost and risk of engaging temporary and project-based labor. We are part of a 36 year old family of companies that is one of the largest employers of temporary labor in the United States. Our team is positive, results-oriented, and loves working with Emergent. We are currently seeking a highly mo...
full job description

Our client, a prominent asset management firm, is seeking a Fund Operations Analyst. The firm offers a highly competitive compensation package, true upward mobility, a very stable and friendly work environment, and excellent benefits. Responsibilities: Perform middle office trade processing functions including trade confirmation, communication, and settlement for various funds and separate account...
full job description

Please forward your resume to AnnMarie.Aceret@modis.com Title: Analytics Specialist Responsible for providing reporting and/or database support to a department or area. Works with users to define data requirements; researches and collects data from a variety of sources; performs routine analysis of findings/trends; summarizes and presents findings. Generates, maintains and distributes periodic ad ...
full job description

JOB RESPONSIBILITIES: Maintain internal compliance and provide approvals on daily basis Review & approve New Account paperwork for completion, accuracy, and suitability Review all Strategy, Goal, (mandate) changes for suitability Audit all trading restrictions and client directed trades Maintain Policies & Procedures Monitor Compliance Calendar Monitor Client Passing Procedure Participate in Error...
full job description

Locations: Woodland Hills, CA Compensation: $60,000-$80,000 DOE + benefits + up to 20% bonus, 6-month contract-to-hire Send resume to: jobs-kf@craftlogic.com About Craftlogic Software Craftlogic offers you opportunities to work with great companies, leading-edge projects, with the compensation to match. We are owned and operated by technologists like you. We know the value of your skills and so do...
full job description

PURPOSE AND DISTINGUISHING CHARACTERISTICS The Recovery Supervisor is responsible for overseeing the daily production and performance of a recovery team. This candidate will also ensure that each collector meets monthly performance standards as well as complying with Fair Debt Practices Act and department policy and procedures. EXAMPLE OF TASKS Reviews work and monitors phone calls of team members...
full job description

J.D. Mellberg Financial is a financial services and marketing firm headquartered in Tucson, Arizona, included on the Inc. 500 5000 fastest growing companies list three years running. Our marketing department is searching for a talented direct response copywriter: a creative and self-motivated individual who can manage deadlines effectively, is about quality and the details, and will bring a positi...
full job description

Job Description As a United Auto Credit Area Manager you are the face of the Company with our number one customer – our dealers. Your ability to leverage the relationships you build makes you the single most important factor in growing our business. It’s not easy – if it was, anyone could do it. Your ability to provide best-in-class service to your dealers will determine the value they place in yo...
full job description

#20169 Business Development Manager – Environmental Commodities Location: San Francisco, CA Company: Our client is a leading renewable energy and carbon offset provider. In the business of environmental commodities, the company helps Fortune 500s, schools, nonprofits, municipalities, utilities, ratepayers, project owners, and others more reduce their environmental footprint and add value to their ...
full job description

Are you a true sales professional that is looking for a culture that could propel you to the next level of your career? Our Inside Sales Reps provide some of the best tools and options in the industry to help our customers settle quickly with their creditors. Prior experience in the financial services industry could be the golden key to your success in this consultative sales role. All of our lead...
full job description

PURPOSE AND DISTINGUISHING CHARACTERISTICS Incumbents in this job are responsible for collecting on charge-off accounts by making and receiving calls, and utilizing Delbert Services eight steps to a successful collection call. In addition to making and receiving calls, this individual must perform skip-tracing techniques and must document accounts accordingly. Incumbents will prepare notifications...
full job description

CPA (temporary role) JOB DESCRIPTION We are seeking an experienced Certified Public Accountant with strong background in small businesses. The accountant will provide tax consultation to customers who are considering starting a new business or who have already formed business entities and assist in the development of materials to facilitate the consultation and post consultation communication proc...
full job description

CPA (temporary role) JOB DESCRIPTION We are seeking an experienced Certified Public Accountant with strong background in small businesses. The accountant will provide tax consultation to customers who are considering starting a new business or who have already formed business entities and assist in the development of materials to facilitate the consultation and post consultation communication proc...
full job description

Job Description The primary purpose of the inbound marketing generalist is to create unique, results-oriented inbound activity and content that generates leads, which turn into customers. This will be done by constructing campaign content to engage the company’s website’s organic visitors, inorganic visitors, social networks, referrers, e-mail subscribers, and via other traditional and non-traditi...
full job description

Position We are seeking a San Diego based Private Client Associate for Bernstein Global Wealth Management, a unit of AllianceBernstein. This person will work in a dynamic, trust-based partnership with skilled Financial Advisors to serve a broad range of clients’ needs, including analyzing financial information to determine optimal investment planning strategies. Bernstein Global Wealth Management ...
full job description

We are currently seeking sales professionals to support our continued growth in Oil & Gas, Mining and Private Jet Financing. Ideal candidate has competitive drive with an innate desire to succeed. They will also have the desire and business acumen to understand the fundamentals of the commercial equipment finance industry. This candidate must have a demonstrated ability prospect to C-Level executi...
full job description

Sales (Los Angeles) Established TAX RESOLUTION company looking to hire an additional Account Executive to accommodate growth. Over the last 10 years tax resolution is one of the fastest growing industries in the nation. We are a firm of Attorneys, CPA's and resolution specialist providing outstanding service and unrivaled results: We have saved our clients millions of dollars and continue to be a ...
full job description

Position Summary: PHH Home Loans is looking for a talented, self-motivated Loan Originator (Mortgage Advisor) to fill this exciting opportunity with an industry-leading company. PHH Home Loans, through its joint venture with National Realty Trust (NRT), conducts business with Coldwell Banker and ERA real estate companies owned and operated by the NRT. The Mortgage Advisor will also continually ide...
full job description

Summary of Opportunity Wescom Credit Union, an industry-leading financial institution, has an exciting opportunity in our Wescom Insurance Services Department. This position will be located in our Anaheim Hills Operations Center. Main Job Responsibilities: · Provide insurance quotations for all personal lines coverage’s by using FSC rating program and other insurance company specific rating softwa...
full job description

Job Summary Direct oversight of Molina's Healthcare Marketplace premium billing and reconciliation. Develop and maintain enterprise-wide solutions to support this product and process. Provide monthly reporting of premium reconciliation outcomes to Management. Collaborate with enrollment teams where premiums are directly impacted by enrollment discrepancies. Collaborate with Call Center teams to ma...
full job description

Mount Olympus Mortgage Company ("MOMCo") is looking for experienced and motivated Mortgage Loan Officers, Loan Originators, Mortgage Bankers, etc. for our Irvine Corporate Office location. MOMCo offers you the tools for the necessary success in the mortgage industry. We are a direct lender and we can offer corporate stability with multiple investors, quality leads, social media marketing, and much...
full job description

As one of the country’s elite independent life insurance and estate planning firms, Parq Advisors serves some of the world’s most famous athletes, entertainers, executives, entrepreneurs and business owners. We are often brought into the nation’s leading law firms, accounting firms, business management firms and sports franchises to ensure their clients and players receive the best care relating t...
full job description

Position Summary: PHH Home Loans is looking for a talented, self-motivated Loan Originator (Mortgage Advisor) to fill this exciting opportunity with an industry-leading company. PHH Home Loans, through its joint venture with National Realty Trust (NRT), conducts business with Coldwell Banker and ERA real estate companies owned and operated by the NRT. The Mortgage Advisor will also continually ide...
full job description