Jobs near San Diego, CA

Overview

If you are a highly motivated individual with an active credential (CPA/EA/Practicing Attorney) and excellent communication skills, we need you to help our customers complete their taxes using Intuit TurboTax products.  You will advance our goal of “Powering Prosperity Around the World” by providing expert guidance and explanations of tax and technical terms to our customers.  You will also play an important role in our effort to enhance our brand by delighting our customers and empowering them to prepare their taxes.

Responsibilities

• 
  This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 
  


• Help TurboTax customers who are working on their tax return with 1) tax advice, including return preparation and signature when required, 2) product/software inquiries, and 3) tax calculations


• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep knowledge and expertise in the field of tax preparation


• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language


• Apply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation customer inquiries


• Document customer interactions

Qualifications

• This is a seasonal customer facing position providing Tax Advice, Tax Return Review and Preparation for Individual Federal and State tax returns for TurboTax Customers


• Help customers as they work on their tax return with tax advice, return preparation (including signature as needed), product/software inquiries, and tax calculations


• Apply defined practices, procedures and company policies to troubleshoot and resolve customer tax questions and preparation of returns. High quality interactions with customers utilizing strong written and verbal skills as well as deep customer empathy


• Tax returns prepared, signed and delivered to customer


• Utilize and leverage government websites, professional resources and team expertise to seek out and deliver the right answer to the customer


• Document customer interactions


• Represent the Intuit TurboTax brand and spirit by demonstrating empathy for the customer, empowering and partnering with the customer, personalizing the experience, and providing them the confidence that they can do their own taxes

 

 

Overview

If you are a highly motivated individual with an active credential (CPA/EA/Practicing Attorney) and excellent communication skills, we need you to help our customers complete their taxes using Intuit TurboTax products.  You will advance our goal of “Powering Prosperity Around the World” by providing expert guidance and explanations of tax and technical terms to our customers.  You will also play an important role in our effort to enhance our brand by delighting our customers and empowering them to prepare their taxes.

Responsibilities

• 
  This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 
  


• Help TurboTax customers who are working on their tax return with 1) tax advice, including return preparation and signature when required, 2) product/software inquiries, and 3) tax calculations


• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep knowledge and expertise in the field of tax preparation


• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language


• Apply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation customer inquiries


• Document customer interactions

Qualifications

• This is a seasonal customer facing position providing Tax Advice, Tax Return Review and Preparation for Individual Federal and State tax returns for TurboTax Customers


• Help customers as they work on their tax return with tax advice, return preparation (including signature as needed), product/software inquiries, and tax calculations


• Apply defined practices, procedures and company policies to troubleshoot and resolve customer tax questions and preparation of returns. High quality interactions with customers utilizing strong written and verbal skills as well as deep customer empathy


• Tax returns prepared, signed and delivered to customer


• Utilize and leverage government websites, professional resources and team expertise to seek out and deliver the right answer to the customer


• Document customer interactions


• Represent the Intuit TurboTax brand and spirit by demonstrating empathy for the customer, empowering and partnering with the customer, personalizing the experience, and providing them the confidence that they can do their own taxes

 

 

Overview

If you are a highly motivated individual with an active credential (CPA/EA/Practicing Attorney) and excellent communication skills, we need you to help our customers complete their taxes using Intuit TurboTax products.  You will advance our goal of “Powering Prosperity Around the World” by providing expert guidance and explanations of tax and technical terms to our customers.  You will also play an important role in our effort to enhance our brand by delighting our customers and empowering them to prepare their taxes.

Responsibilities

• 
  This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 
  


• Help TurboTax customers who are working on their tax return with 1) tax advice, including return preparation and signature when required, 2) product/software inquiries, and 3) tax calculations


• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep knowledge and expertise in the field of tax preparation


• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language


• Apply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation customer inquiries


• Document customer interactions

Qualifications

• This is a seasonal customer facing position providing Tax Advice, Tax Return Review and Preparation for Individual Federal and State tax returns for TurboTax Customers


• Help customers as they work on their tax return with tax advice, return preparation (including signature as needed), product/software inquiries, and tax calculations


• Apply defined practices, procedures and company policies to troubleshoot and resolve customer tax questions and preparation of returns. High quality interactions with customers utilizing strong written and verbal skills as well as deep customer empathy


• Tax returns prepared, signed and delivered to customer


• Utilize and leverage government websites, professional resources and team expertise to seek out and deliver the right answer to the customer


• Document customer interactions


• Represent the Intuit TurboTax brand and spirit by demonstrating empathy for the customer, empowering and partnering with the customer, personalizing the experience, and providing them the confidence that they can do their own taxes

 

 

Overview

If you are a highly motivated individual with an active credential (CPA/EA/Practicing Attorney) and excellent communication skills, we need you to help our customers complete their taxes using Intuit TurboTax products.  You will advance our goal of “Powering Prosperity Around the World” by providing expert guidance and explanations of tax and technical terms to our customers.  You will also play an important role in our effort to enhance our brand by delighting our customers and empowering them to prepare their taxes.

Responsibilities

• 
  This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 
  


• Help TurboTax customers who are working on their tax return with 1) tax advice, including return preparation and signature when required, 2) product/software inquiries, and 3) tax calculations


• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep knowledge and expertise in the field of tax preparation


• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language


• Apply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation customer inquiries


• Document customer interactions

Qualifications

• This is a seasonal customer facing position providing Tax Advice, Tax Return Review and Preparation for Individual Federal and State tax returns for TurboTax Customers


• Help customers as they work on their tax return with tax advice, return preparation (including signature as needed), product/software inquiries, and tax calculations


• Apply defined practices, procedures and company policies to troubleshoot and resolve customer tax questions and preparation of returns. High quality interactions with customers utilizing strong written and verbal skills as well as deep customer empathy


• Tax returns prepared, signed and delivered to customer


• Utilize and leverage government websites, professional resources and team expertise to seek out and deliver the right answer to the customer


• Document customer interactions


• Represent the Intuit TurboTax brand and spirit by demonstrating empathy for the customer, empowering and partnering with the customer, personalizing the experience, and providing them the confidence that they can do their own taxes

 

 

Overview

If you are a highly motivated individual with an active credential (CPA/EA/Practicing Attorney) and excellent communication skills, we need you to help our customers complete their taxes using Intuit TurboTax products.  You will advance our goal of “Powering Prosperity Around the World” by providing expert guidance and explanations of tax and technical terms to our customers.  You will also play an important role in our effort to enhance our brand by delighting our customers and empowering them to prepare their taxes.

Responsibilities

• 
  This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers 
  


• Help TurboTax customers who are working on their tax return with 1) tax advice, including return preparation and signature when required, 2) product/software inquiries, and 3) tax calculations


• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep knowledge and expertise in the field of tax preparation


• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language


• Apply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation customer inquiries


• Document customer interactions

Qualifications

• This is a seasonal customer facing position providing Tax Advice, Tax Return Review and Preparation for Individual Federal and State tax returns for TurboTax Customers


• Help customers as they work on their tax return with tax advice, return preparation (including signature as needed), product/software inquiries, and tax calculations


• Apply defined practices, procedures and company policies to troubleshoot and resolve customer tax questions and preparation of returns. High quality interactions with customers utilizing strong written and verbal skills as well as deep customer empathy


• Tax returns prepared, signed and delivered to customer


• Utilize and leverage government websites, professional resources and team expertise to seek out and deliver the right answer to the customer


• Document customer interactions


• Represent the Intuit TurboTax brand and spirit by demonstrating empathy for the customer, empowering and partnering with the customer, personalizing the experience, and providing them the confidence that they can do their own taxes

 

 

Lead HVAC Installer Description:

Youre the best and you want to join a team that appreciates you, where you can create your own opportunities.

Who We Are

We keep on growing because we only hire the best, and our customers love us for it. Weve been at this a long time here in beautiful Vista! Youve probably seen our trucks and our ads. What you dont know is what its like to be a part of a team like this. How much you feel appreciated when you dont cut corners. How much we inspire ongoing training and education. How it feels to have customers rave about you and demand that youre the only technician that works in their home. How much you can earn when you truly are the best. People often come to us looking for a job. They stay with us because they find a fulfilling career, room to grow, and opportunities to excel.

Why We Need You!

Because we offer top of the line products and services, we need top of the line HVAC Installers and Service Tech's who genuinely care about the customer and look at this opportunity as not just a job but a career. Lead HVAC Installer duties include:

• Maintain communication with dispatch, your manager, parts and installation teams.


• Keep your company truck clean, inside and out.


• Keep your truck inventory up to date.


• Properly complete paperwork.


• Maintain a clean and professional appearance.


• Have and maintain a clean driving record.


• Participate in training allowing you to grow and develop as a professional.


• Have or be willing to get the proper certifications. We can help you with this.


• If you can achieve the above and you find it fun and challenging then we may have a spot for you!

Lead HVAC Installer Benefits

• Our top performers are among the highest paid in San Diego County. Youll have the opportunity to bonus.


• Company supplied, take it home at night, new and safe,(leads only)


• Medical and Dental Insurance with a generous employer contribution/employee only.


• 401K with match


• New technology, including iPhone, iPad & access to integrated software.


• A full set of uniforms with laundering, you won't have to worry about washing your own


• Paid time off including Vacation, Holiday and Sick


• Company sponsored events, we work hard and love to get together off site to celebrate our wins.


• A family. This is last on the list because its most important. We care about our team, and expect you to bring that same caring when you join. We do a lot more than just work together. Youll come to love our company outings, and youll build life-long friendships at Sherlock Plumbing-Heating-Air.

If you want to be part of something bigger than just a job make this career move and find exactly what youre looking for. You will work in a place where you will be appreciated by your team and customers, and where your work has a direct effect on the success of the company. If this sounds like you, spend a little time learning about Sherlock by visiting www.sherlockair.com When you're ready, please click on the Careers tab to to apply for this position.

Equal Opportunity Employer

PM19

.Requirements:

Clean driving record

Clean Background

Clean Drug Screen

Ability to pass physical agility screening

Lead Generator Description:

The Role

Were looking for lead generators to assist in setting qualified leads for our sales team.

As a lead generator, you will work as part of a dynamic and passionate team to generate leads that our office will book for our sales team to visit in their home for the comfort of heating & air conditioning needs.

By working closely with the marketing coordinator and call center representatives, you will generate leads assisting the team to reach budget, helping achieve the companys financial goals.

The position will be based in a large retail store.

Lead Generator Responsibilities

• Generate HVAC leads

PM19

Lead Generator Requirements:

Lead Generator Requirements

• Outgoing


• Friendly


• Well Organized


• Detailed

Description:

Youre the best plumber and you want to join a team that appreciates you, where you can create your own opportunities.

Who We Are

We keep on growing because we only hire the best, and our customers love us for it. Weve been at this a long time here in Vista, CA. Youve probably seen our HVAC trucks and our ads. What you dont know is what its like to be a part of a family like this. How much you feel appreciated when you dont cut corners. How much we inspire ongoing training and education. How it feels to have customers rave about you and demand that youre the only technician that works in their home. How much you can earn when you truly are the best. People often come to us looking for a plumbing job. They stay with us because they find a fulfilling plumbing career, room to grow, and opportunities to excel.

Why We Need You!

Because we offer state of the art customer experiences, we need top of the line HVAC technicians who genuinely care about the customer and are not looking for just a job, but a career.

The Big Task

You will diagnose and repair residential / small commercial plumbing systems and lead customers to informed and confident buying decisions by providing an extraordinary customer experience.

Key Sub Tasks

• Maintain communication with dispatch, your manager and parts teams.


• Keep your company truck clean, inside and out.


• Keep your truck inventory up to date.


• Properly complete paperwork.


• Join the on-call rotation.


• Maintain a clean and professional appearance.


• Have and maintain a clean driving record.


• Participate in training allowing you to grow and develop as a professional.


• Have or be willing to get the proper certifications. We can help you with this.

What We Offer

• Our top performers are among the highest paid plumbers in San Diego. Youll have unlimited earning potential.


• Company supplied, take it home at night, new and safe, super-cool company truck.


• Medical Insurance -- we pay 50% for your insurance premiums for health and offer dental, vision, insurance.


• New technology, including iPhone, iPad & access to integrated software.


• State of the art tools, parts and supplies.


• 401k Plan with a company match.


• A family. This is last on the list because its most important. We care about our team and expect you to bring that same caring when you join. We do a lot more than just work together. Youll come to love our company outings, and youll build life-long friendships at Sherlock Heating & Air Conditioning.

If you want to be part of something bigger than just a job make this career move and find exactly what youre looking for. You will work in a place where you will be appreciated by your team and customers, and where your work has a direct effect on the success of the company. If this sounds like you, spend a little time learning about Sherlock Heating & Air Conditioning by visiting www.sherlockair.com. When you're ready, please follow the directions at to apply for this position.

Equal Opportunity Employer

PM19

.

Requirements:

If you can achieve the above and you find it fun and challenging - you have just the right amount of skill and experience.

HVAC Service Technician Description:

Youre the best and you want to join a team that appreciates you, where you can create your own opportunities.

Who We Are

We keep on growing because we only hire the best, and our customers love us for it. Weve been at this a long time here in Vista, CA. Youve probably seen our trucks and our ads. What you dont know is what its like to be a part of a family like this. How much you feel appreciated when you dont cut corners. How much we inspire ongoing training and education. How it feels to have customers rave about you and demand that youre the only technician that works in their home. How much you can earn when you truly are the best. People often come to us looking for a job. They stay with us because they find a fulfilling career, room to grow, and opportunities to excel.

Why We Need You!

Because we offer state of the art customer experiences, we need top of the line HVAC service technicians who genuinely care about the customer and are not looking for just a job, but a career.

The HVAC Service Technician Big Task

You will diagnose and repair heating and cooling systems and lead customers to informed and confident buying decisions by providing an extraordinary customer experience.

Key HVAC Service Technician Sub Tasks

• Maintain communication with dispatch, your manager, parts and installation teams.


• Keep your company truck clean, inside and out.


• Keep your truck inventory up to date.


• Properly complete paperwork.


• Join the on-call rotation.


• Maintain a clean and professional appearance.


• Have and maintain a clean driving record.


• Participate in training allowing you to grow and develop as a professional.


• Have or be willing to get the proper certifications. We can help you with this.

HVAC Service Technician Benefits

• Our top performers are among the highest paid technicians in San Diego. Youll have unlimited earning potential.


• Company supplied, take it home at night, new and safe, super-cool company truck.


• Medical Insurance -- we pay 50% for your insurance premiums for health and offer dental, vision, insurance.


• New technology, including iPhone, iPad & access to integrated software.


• State of the art tools, parts and supplies.


• 401k Plan with a company match.


• A family. This is last on the list because its most important. We care about our team and expect you to bring that same caring when you join. We do a lot more than just work together. Youll come to love our company outings, and youll build life-long friendships at Sherlock Heating & Air Conditioning.

If you want to be part of something bigger than just a job make this career move and find exactly what youre looking for. You will work in a place where you will be appreciated by your team and customers, and where your work has a direct effect on the success of the company. If this sounds like you, spend a little time learning about Sherlock Heating & Air Conditioning by visiting www.sherlockair.com. When you're ready, please follow the directions at https://www.sherlockair.com/about-us/careers/to apply for this position.

Equal Opportunity Employer

PM19

.Requirements:

Clean driving record

Clean background

Clean drug screening

USE Credit Union

Job ID 2019-1266
Job Locations US-CA-Southern CA Branches
Category Real Estate
Type Regular Full-Time

More information about this job
Overview
Are you Service-Driven and Detail Oriented? Do you thrive in a fast-paced environment? USE's Real Estate Department is the perfect place for you! As a Community Mortgage Specialist, you'll have the chance to create an effortless lending experience and help clients achieve their dreams. Become part of a team that is key in delivering extraordinary experiences. Do you have what it takes?

Responsibilities

• Greet and welcome clients to the credit union in a courteous and professional manner.


• Provide an extra-ordinary service experience and adhere to the credit union's quality service standards.


• Effectively sell first and second mortgage products and services to meet each client's individual financial needs and goals.


• Originate mortgage loan applications using loan origination systems (LOS), and utilize sales tools to assist clients in choosing the right loan for their personal financial situation.


• Follow-up on all assigned mortgage leads and update the status within the LOS, within established timelines to ensure all service guarantees are met.


• Originate Fixed 2^nd Trust Deed and HELOC loan applications using the LOS, when needed.


• Set proper expectations for the loan process, and conduct a warm handoff of loan to processing team to ensure an extra-ordinary service experience.


• Communicate loan status updates to all parties during the mortgage process when needed to ensure on-time loan closing. Ask for referrals and constantly prospect for new clients and business referral partners.


• Develop annual business plan with monthly/quarterly strategies for assigned market area, with VP, Real Estate or Area Lending Manager. Once business plan is approved, you will independently implement the strategies of the plan.


• Initiate proactive calling program to external targeted prospects and proactively manage call list or programs.


• Attend community networking mixers


• Maintain monthly sales log; along with the monthly Status of Report.


• Manage loan pipelines, including timely and proactive follow-up on leads, approved loans, meeting targeted loan closing ratios and other product cross-sell ratios. Update the LOS with member conversations as required by management.


• Maintain the required knowledge of policies and procedures, laws and regulations, as well as other compliance requirements.


• Record all transactions promptly and accurately in compliance with all credit union policies and procedures.


• Properly identify all customers when transacting business and giving information.


• Remain current and knowledgeable of all credit union products and services.


• Cross-sell and refer investment and insurance products.


• Meet loan production volume and all other goals as assigned.


• Respond promptly to customer inquiries, handle and/or resolve client issues/complaints.


• Protect the credit union assets by adhering to safe and sound security practices.


• Work efficiently with all team members to reach monthly and annual loan production goals.

Qualifications

• Bachelor's degree (B. A.) from four-year College or University; and minimum of 3 years of previous experience in originating first mortgage loans is required; and/or combination of education and experience.


• Knowledge of market area is required.


• Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.


• Ability to use loan origination systems, contact management software, mortgage coach software and Microsoft Office application products, as well as the ability to learn new applications quickly; requires general knowledge of computer networks and database use.


• Valid California driver's license required.


• All Mortgage Loan Originators (MLO) must be actively registered with the National Mortgage Licensing Service (NMLS). Must renew and pass annually to maintain active status.


• To perform this job, the employee must possess strong interpersonal skills, good phone and e-mail etiquette, a professional presentation, and a high degree of personal initiative.


• Must exhibit the following characteristics: honesty, integrity, stress tolerance, adaptability, patience, initiative, persuasiveness, resilience and enthusiasm. Must be goal driven and results focused.


• Due to the nature of the outside calling functions, the employee must be able to work nights and weekends.

University and State Employees Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

USE Credit Union

Job ID 2019-1261
Job Locations US-CA-San Diego
Category Real Estate
Type Regular Full-Time

More information about this job
Overview
Are you Service-Driven and Detail Oriented? Do you thrive in a fast-paced environment? USE's Real Estate Department is the perfect place for you! As a Real Estate Assistant, you'll have the chance to create an effortless member experience and help members achieve their dreams. Become part of a team that is key in delivering extraordinary experiences. Do you have what it takes?

Responsibilities

• Serve as primary person responsible for initial application quality reviews on all new mortgage loan applications, within the departments assigned service level agreement.


• Manage Internal Loan Referral program to ensure that proper contact and follow-up on mortgage referrals. This will include, providing monthly reports on conversion ratios, etc.


• Provide administrative/ marketing support to Area Lending Team (ALT) which allocates more time to originate and generate new business.


• Assist ALT as needed with promoting USE CREDIT UNION and capturing opportunities by promoting our competitive mortgage products, services, and programs.


• Respond to moderate questions, concerns or issues that arise with mortgage leads to ensure members are service in a timely matter.


• Monitor work queue and communicate with loan processor(s) on a weekly basis, as stated on department's service level agreement.


• Work closely with ALT(s), real estate agents and pre-approved members to obtain status of home-buying process and purchase offers.


• Assist with obtaining and insure accuracy of a variety of supporting documents.


• Assist loan processing and closing department with any functions as needed to expedite loan closings.


• Open escrow and obtain the preliminary title report and obtain wire instructions.

Qualifications

• Bachelor's degree (B.A.) from four-year College or University and one to three years related experience in a Lending environment; or equivalent combination of education and experience.


• Experience in mortgage originations or mortgage loan processing is required.


• Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.


• Must have excellent communications skills (verbal & written) and demonstrate strong interpersonal skills in order to build relationships with a diverse multi-tier client base and be able to interact with other departments and vendors in a professional manner.


• Must be detail-oriented and possess strong problem solving skills with the ability to make quick accurate decisions with limited information. •Must be a self-starter and be able to manage time while working independently.


• Valid California driver's license is required.


• Active California Real Estate license and Notary license is preferred.


• The Real Estate Assistant must obtain licensing through National Mortgage Licensing Service (NMLS).Must renew and pass annually to maintain active status.


• Must have experience working with web based systems / programs requiring moving between screens and filling in required fields.


• Must be able to meet all applicable state licensing requirements if licensing is required in order to speak to customer and/or input mortgage applications.


• Must be able to work flexible hours, including evenings and weekends if necessary and possess the ability to adapt/change as needed.


• Prior experience in a fast paced, competitive, and/or sales environment is preferred.

University and State Employees Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

USE Credit Union

Job ID 2019-1269
Job Locations US-CA-San Diego
Category Central Operations
Type Regular Full-Time

More information about this job
Overview
Do you have an eye for detail? Great at working effectively across multiple business units? USE's Central Operations Department is the perfect place for you! As a Central Operations Specialist II, you'll have the chance to process deposit accounts, conduct research for problem resolution and assist with the implementation of new deposit products and services. Become part of a team that is key in providing support to all areas of the organization. Do you have what it takes?

Responsibilities

• Processes and/or provides backup to ACH Daily settlement, Same Day ACH, ACH exceptions, decedent account reviews, reclamations and ACH Origination.


• Processes IRA transactions, monthly, quarterly and annual RMDs, completes IRA forms, assists staff in IRA related matters, completes IRA tax reporting and verifies IRA distributions.


• Processes and/or assists in the account levies, escheat activities related to the annual escheat filing.


• Processes and/or provides backup to Sharedraft processing, Check 21 processes, Payroll Deductions processing, Remote Deposit Capture and AFS and EWS review.


• Processes and/or provides back up to Vantiv, FSCC & ATM settlement.


• Processes bank by mail and employee drop box items. Processes returned items and Co-Op adjustments.


• Completes assigned general ledger (GL) reconciliations within assigned timeframes, ensuring reconciling items are cleared within 60-days.


• Processes and/or provides backup to returned mail, sending out change of address forms as necessary.


• Balance daily cashier's checks issued.


• Conducts research, makes adjustments and processes exceptions as necessary.


• Provides internal and external customer service and operational quality in support of established credit union standards (i.e., quality service basics, 7 Habits, etc.).


• Follows established credit union policies and procedures, regulations and governing laws.


• Provides clerical and system support as needed.

Qualifications

• High school diploma or general education degree (GED); or three to five years related experience and/or training; or equivalent combination of education and experience.


• Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.


• Ability to use Word for Windows, Excel, and other Microsoft Office applications, as well as the ability to learn new applications quickly; requires general knowledge of network and database use.


• Ability to interact with all levels of staff and management.

University and State Employees Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

USE Credit Union

Job ID 2019-1263
Job Locations US-CA-San Diego
Category Real Estate
Type Regular Full-Time

More information about this job
Overview
Are you Service-Driven and Detail Oriented? Do you thrive in a fast-paced environment? USE's Real Estate Department is the perfect place for you! As a Real Estate Loan Processor, you'll have the chance to create an effortless member expereince and help members achieve their dreams. Become part of a team that is key in delivering extraordinary experiences. Do you have what it takes?

Responsibilities

• Process 1st and 2nd Trust Deed loan applications according to credit union and secondary marketing lending standards; along with state and federal regulations.


• Proficiently maintain a loan pipeline of an average of 30 loans per month. Of the average pipeline, a minimum of 50% of the pipeline should fund monthly.


• Knowledge of RESPA and TRID guidelines.


• Proficient with credit union's conventional and non-conventional loan products.


• Prepares revised Loan Estimates (LE) and ensures accurate accounting of all fees.


• Ordering and obtaining all required loan documentation from borrowers to satisfy underwriting findings compiling the loan file in accordance with credit union and FNMA guidelines. This is be managed by working directly with loan officer, and or direct member contact.


• Request and review various file components including flood notification, credit report supplements, deposit statements, income verification and demands.


• Review the preliminary title report, escrow instructions and purchase contracts within LOS.


• Work with escrow and title companies to secure clear title and vesting on behalf of the lender. Order appropriate title policy endorsements, as applicable.


• Ability to read loan level price adjustments, rate sheets and determine correct rate, points and add-ons when applicable.


• Update borrowers, agents, and mortgage loan officers with loan status as stated in departments SLA.


• Review all types of income verification to include: wage earners, paystubs, Schedule C, corporate and rental income, etc.


• Determine salability of loans to secondary market investors.


• Ensure loan applications adhere to property type, occupancy, loan to value and loan amount guideline established by FNMA, USE Credit Union and secondary market guideline.


• Render credit decisions in a fair and impartial manner to the best of his or her ability.


• Review and all appraisal reports, to ensure reports meet all conventional secondary market requirements. Submit all appraisal reports through FNMA Collateral Underwriter (CU) and Uniform Collateral Data Portal (UCDP).


• Maintain strong working knowledge of current investor underwriting requirements, to include Fannie Mae, mortgage insurance companies, and other investors as business is developed.


• Perform processing tasks within the assigned service level agreements for position.


• Establish and maintain good working relationships with team members and retail network.

Qualifications

• Bachelor's degree (B. A.) from four-year College or University; and/or equivalent combination of education and experience.


• Minimum of 3-5 years recent (last five years is considered recent) experience processing conventional mortgages with a direct lender, mortgage insurance company or mortgage broker. Conventional full document processing a plus.


• Must have excellent communications skills (verbal & written) and demonstrate strong interpersonal skills in order to build relationships with a diverse multi-tier client base and be able to interact with other departments and vendors in a professional manner.


• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.


• Bilingual in Spanish a plus.


• Ability to calculate figures and amounts such as discounts, interest, commissions proportions, percentages, etc.


• Must be detail-oriented and possess strong problem solving skills with the ability to make quick accurate decisions with limited information. Must be a self-starter and be able to manage time while working independently.


• To perform this job, the employee must possess applicable technology skills and demonstrated expertise.


• Keyboarding skills of 35 words per minute, along with experience with Windows based loan origination system (Point, Encompass, and D+ H), and Loan Document Preparation Systems (DocMagic). Experience with Microsoft office applications (excel and word), as well as the ability to learn new applications quickly; requires general knowledge of network and database use.


• All Mortgage Loan Originators (MLO) must be actively registered with the National Mortgage Licensing Service (NMLS). Must renew and pass annually to maintain active status.


• California Real Estate License or government certificate program desirable.

University and State Employees Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

USE Credit Union

Job ID 2019-1260
Job Locations US-CA-San Diego
Category Retail (Branches)
Type Regular Full-Time

More information about this job
Overview
Are you Service-Driven and Relationship-Focused? USE's branches are the perfect place for you! As a Universal Service Representative, you'll have the chance to empower members to gain better control of their finances. Become part of a team that is key in delivering extraordinary experiences. Do you have what it takes?

Responsibilities

• Greet and welcome members to the credit union in a courteous and professional manner, adhering to USE's Six-Star Guarantee and Core Values.


• Maintain a teller drawer and processes cash and check deposit in accordance to credit union policies and procedures.


• Processes withdrawal requests in accordance to credit union policies and procedures.


• Posts loan payments and general ledger transactions.


• Processes member telephone transfers, check requests, mail, email, night drop and quik drop transactions.


• Answers the telephone, directs calls to the appropriate person and/or takes messages and quotes current USE savings and consumer loan rates and terms.


• Accurately balances cash drawer in required time frame.


• Provides unbeatable service experience adheres to the credit union's quality service standards.


• Perform a variety of file maintenance duties, including but not limited to: files daily transaction documents, member correspondences, bank recaps, IRAs, decedent accounts, trust certifications, and POAs.


• Works efficiently with team members to reach branch goals and maintain branch profitability.


• Protects the credit union member assets by identifying all members when transacting business and giving information, adhering to security practices.


• Remains up-to-date and knowledgeable on credit union products, services, and related policies, procedures, rules and regulations.


• Cross-sells all products and services to meet member needs and achieve corporate relationship building objectives.


• Performs sales duties in branch to meet each member's individual financial needs.


• Establishes new memberships, including checking and savings accounts, term accounts, IRA's, online banking, insurance products and loans.


• Attains sales goals; identifies, acquires and grows new and existing consumer loan portfolio. Must meet production volume as designated.


• Establishes and maintains strong referral relationships with members.


• Develops strong telephone calling program from internal lists and targeted prospects.


• Initiates loan applications using various consumer loan origination systems and assists member in choosing the right loan programs for the member's own personal financial situation.


• Coordinates the consumer loan application process between the member, third parties and internal loan operations group, ensuring unbeatable service experience.


• Initiates referrals, and constantly prospects for new referral relationships and new members.


• Maintains the required knowledge of policies and procedures, laws and regulations and other compliance requirements that pertain to the deposit and lending functions.


• Adhere to company policy and procedure, complete annual compliance training, comply with business continuity and vendor management policy. These are crucial to the success of the organization and have regulatory compliance and/or safety and soundness for the sustainability of the credit union.

Qualifications

• High school diploma or general education degree (GED); and two or more years related banking positions required.


• Sales experience and/or training required.


• New accounts experience preferred


• Must have strong cash handling, sales and customer service skills


• Ability to sell products and services effectively and meet goals


• Ability to build & maintain relationships with internal and external members.Must be able to multi-task & be detailed-oriented


• Ability to communicate effectively in both written and oral form


• Must possess the ability to use loan origination systems, contact management software and database use


• Requires general knowledge of computer network and other Microsoft Office applications.


• Must possess strong interpersonal skills, good phone and e-mail etiquette, a professional presentation and a high degree of personal initiative


• Must be able to work branch operations hours.

University and State Employees Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

USE Credit Union

Job ID 2019-1257
Job Locations US-CA-La Jolla
Category Retail (Branches)
Type Regular Full-Time

More information about this job
Overview
Are you Service-Driven and Relationship-Focused? USE's branches are the perfect place for you! As a Relationship Officer, you'll have the chance to empower members to gain better control of their finances and help them achieve their dreams. Become part of a team that is key in delivering extraordinary experiences. Do you have what it takes?

Responsibilities

• Attain sales goals; identify, acquire and grow new and existing consumer relationships, including deposit and loan portfolio. Must meet production volume as designated.


• Utilize the Deep Dive to meet each member's perceived and unperceived financial needs.


• Initiate and participate in business development including proactive activities such as canvassing, CAP/SEG (Community Affiliated Partner/Select Employee Group) development and events.


• Initiate proactive outbound calls Including internal lists and targeted prospects.


• Establish new memberships, checking, savings accounts, term investments, IRAs, insurance products, consumer loans and other products and services, such as Online Banking, etc.


• Perform appropriate on-boarding activities for all new and existing members including follow-up calls.


• Perform a variety of file maintenance duties, including but not limited to: adding owners/signers, updating personal information, adding additional products, decedent accounts, trust certifications, and POAs as requested by members.


• Initiate consumer loan applications using various loan origination systems and assists member in choosing the right loan programs for the member's own personal financial situation.


• Coordinate the application process between the member, third parties and internal loan operations group, ensuring extra-ordinary service for the member.


• Communicate status to all parties during the loan process, guides the loan to a smooth closing.


• Manage loan queues, including timely and proactive follow-up on approved loans, meeting targeted loan closing ratios and other product cross-sell ratios, keeping loan conversation logs current, and closing loan files with appropriate explanations for loan outcomes.


• Maintain reporting for all loan leads, applications and fundings as directed by management including pipeline reports.


• Cross-sell all products and services to meet member needs and achieve strategic objectives, cross-sell ratios, and member retention goals.


• Initiate and maintain strong referral relationships with members and outside contacts and helps achieve new business development goals.


• Initiate referrals and constantly prospects for new referral relationships and new members.


• Maintain the required knowledge of products, services, policies and procedures, laws and regulations and other compliance requirements that pertain to the deposit and lending functions.


• Assist team members to ensure continuity of service and achievement of individual, team and organizational business goals.


• Adhere to Mystery Shop Standard Guidelines. Utilizes skills from Creating Member Loyalty Training and other programs as directed by management.


• Protect the credit union member assets by identifying all members when transacting business and giving information, adhering to security and privacy practices.


• Be member focused and model the following attributes: leadership, service excellence, cultural attributes, commitments, and align responsibilities with the company's core strategy, strategic objectives, brand promise, vision and value proposition.


• In accordance with approved credit union objectives and guidelines, is specifically responsible for meeting performance metrics, including branch growth and profitability projections and operations.


• Position may require some supervisory responsibilities on an exception basis with prior approval from VP of Retail Delivery in the absence of a manager. This may include opening/closing procedures as well as override authority within assigned limits.

Qualifications

• High school diploma or general education degree (GED); 2 or more years of experience in originating consumer loans preferred or two to five years related banking positions or equivalent; sales experience and/or training; or equivalent combination of education and experience.


• The ability to read, analyze and interpret common and technical procedures, financial reports and legal documents. The Ability to respond to common and intricate inquires or complaints from members, regulatory agencies or members of the business community.


• Experience with creating and writing reports, correspondence and presentations that effectively present information to staff, top management, public groups and Credit Union members.


• The ability to use loan origination systems, contact management software, and other Microsoft Office application products, as well as the ability to learn new applications quickly. Requires general knowledge of computer network and database use.


• Valid California driver's license required.


• All Mortgage Loan Originators (MLO) must be actively registered with the National Mortgage Licensing Service (NMLS). Must renew and pass annually to maintain active status.


• Must be able to work branch operational hours to include weekends, and to work occasional nights or weekends.

University and State Employees Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

Do you have a desire to help people?

Would you like continued training to further your career in the healthcare field?

Are you looking for a work environment where you are appreciated and listened to?

Join the 73% of caregivers nationwide who work as Home Care Aides on their path towards a nursing career.

Amada Senior Care of San Diego North is looking to invest in our growing family! We have immediate openings for Home Care Aides who can help enrich the lives of seniors in northern San Diego.

Amada Senior Care offers:

• Flexible schedules


• Full-time, part-time and weekend shifts available


• Exceptional Pay


• Frequent Training Opportunities with CEUs (working with Alzheimers/Dementia, Stroke, Parkinsons, Hoyer Lift, End of Life/Hospice care, and more)


• Online Access to Work Schedules and Client Care Plans


• A Fun and Rewarding Work Environment

Our Home Care Aides think of senior care as their calling, not as their job. Amada caregivers are superheores that change the lives of our clients in San Diego every day. Caregiver experience is preferred, but not required.

Eligible Candidates Will:

• Have a compassionate and caring nature


• Have a valid driver's license with reliable personal vehicle


• Have current auto insurance

Be willing to go through the quick process of becoming a registered Home Care Aide through the State of California. (includes: registration, live scan, TB test and training)

Home Care Aide Requirements:

• Registration on the CA Home Care Aide Registry


• Live Scan


• Current TB Test


• Clean driving record/personal vehicle


• Current Car Insurance

Amada Senior Care is an equal opportunity employer and values diversity. All employment is decided on the basis of qualifications, merit and business need.

PM19

100% Hunter mentality! Leave no stone unturned.

Takes and further vets sales leads that are received from multiple sources.

Develops lead opportunities by collecting information that includes business pains/needs, timelines, authority and project teams, budget, etc.

Partners with Technical Resources in assigned PAKs to determine where they need support in moving opportunities forward.

Self-motivated, passionate, articulate, team player with a positive attitude, we do not micro manage!

Aggressively drives daily prospecting calls to build pipeline and closing smaller deals yourself!

Keeps detailed and accurate notes of all sales related activities in Customer Relationship Management (CRM) database (Salesforce).

Plans and prioritizes your own personal sales activities.

Works alongside inside sales teams on specialized projects such as call-out campaigns, promo drives and webinar fulfillment.

Once trained, will maintained an in-depth knowledge of Altium products and technologies, competitive products and industry trends.

Must be able to self-manage pipeline and forecast systems

PM19

Bachelors degree in Business, Communication or related field desirable or equivalent experience.

6m-2 years of sales experience or related technology industry experience.

Excellent written and verbal skills; ability to communicate clearly and effectively through various forums including email and telephone.

Self-driven, results-oriented with a positive outlook and a clear focus on high quality and business profit.

Demonstrated persistence to move past gatekeepers and gain key intelligence regarding decision makers, customer needs, etc.

Strong understanding of basic sales skills including negotiating and persuasion.

Proficiency with Customer Relationship Management (CRM) databases such as Salesforce.com is desirable but not required.

Inside Sales/Telesales/Business Development Experience in a software or related technology company is preferred.

PM19

• Create and edit video content including customer stories, internal videos, external promotional videos, product marketing videos, event videos, podcasts, corporate training and other company-wide projects.


• Script, storyboard, and prepare interview questions.


• Operate camera, lighting, audio, and drone equipment.


• Work as a jack-of-all-trades, often acting as the Producer, Production Assistant AND Videographer at shoots on locations to gather the necessary footage to tell a story.


• Arrange travel logistics, equipment and other duties related to the video production.


• Conduct interviews


• Record and edit video and audio projects, capturing/importing media, organizing media assets, editing footage and sound files, creating and inserting static and motion graphics, adding music/voice-over/sfx, media management and archiving project media.

We offer a dynamic environment with a vast variety of projects. You will find the opportunity to work on different types of exciting video projects and visit interesting places. This is a great position for you, if you want to challenge yourself and inspire engineers around the world with the work you do.

• Degree in Media Production or related field


• Knowledge of principles of cinematography, animation principles and recording techniques.


• 2+ years of Experience in Video recording, editing and motion graphics


• Excellent communication skills in written and spoken English.


• High proficiency in Adobe Suite, especially Premiere, After Effects and Audition.


• Experience in 3D Animation Software such as Cinema4D or Blender are a plus.


• Excitement to learn and continuously improve skills and techniques.

We are looking for an enthusiastic Human Resources Business Partner to join our growing HR Team!

The HR Business Partner, R&D (HRBP) position is responsible for aligning business objectives with employees and management in the R&D Department. The position serves as a consultant to R&D managers on human resource-related issues. The successful HRBP acts as an employee champion and change agent. The role assesses and anticipates HR-related needs, to include recruiting and headcount management. Communicating needs proactively with our HR department and business management, the HRBP seeks to develop integrated solutions. The position will include international human resource responsibilities. Verbal and written fluency in Russian is required for this role.

Essential Functions

1. Conducts weekly meetings with R&D managers.

2. Consults with R&D management, providing HR guidance when appropriate.

3. Analyzes trends and metrics in partnership with the HR group to develop solutions, programs and policies.

4. Manages and resolves complex employee relations issues. Conducts effective, thorough and objective investigations.

5. Maintains in-depth knowledge of legal requirements related to day-to-day management of employees, reducing legal risks and ensuring regulatory compliance. Provides day-to-day performance management guidance to line management (e.g., coaching, counseling, career development, disciplinary actions).

6. Works closely with management and employees to improve work relationships, build morale, and increase productivity and retention.

7. Provides HR policy guidance and interpretation.

8. Develops contract terms for new hires, promotions and transfers.

9. Assists international employees with expatriate assignments and related HR matters.

10. Provides guidance and input on business unit restructures, workforce planning and succession planning.

11. Identifies training needs for R&D business units and individual executive coaching needs.

12. Participates in evaluation and monitoring of training programs to ensure success. Follows up to ensure training objectives are met.

13. Conducts full cycle recruiting for the R&D department, with a focus on the Americas, but placements may also be located overseas.

1. Bachelors degree in HR Management, Business Administration, or other related field.

2. PHR certification preferred

3. 3-5 years experiences working in an HR department with a globally dispersed population.

4. 2+ years technical recruiting experience.

5. Ability to communicate with employees at all levels of the organization.

6. Working knowledge of multiple human resource disciplines, including compensation practices, organizational diagnosis, employee and union relations, diversity, performance management, and federal and state respective employment laws.

7. Excellent written and verbal communication skills. (English)

8. Fluent in Russian, both verbal and written. (Required)

9. Ability to adapt to change in a fast-paced work environment.

Altium creates electronics design software. Altiums unified electronics design environment links all aspects of electronics product design in a single application that is priced as affordable as possible. This enables electronics designers to innovate, harness the latest devices and technologies, manage their projects across broad design ecosystems, and create connected, intelligent designs. Founded in 1985, Altium operates worldwide. For more information, visit www.altium.com.

Altium offers full time employees a competitive benefit package, that include medical, dental, vision, flex spending benefits, 401k plan with match, generous PTO and lunch is provided daily.

PM19

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