San Jose, California, United States · On-site
$26/hr–$30/hr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Client Management, Client Solutions Advisory, Customer And Client Focus, Referral Identification, Risk Management
San Jose, California, United States · On-site
Working in our no-haggle sales environment, the F&I Manager makes credit decisions, submits deals to our lenders for approval and helps bridge disconnects in the sales process. With your background in automotive sales or…
Skills: Credit Decision Making, Automotive Finance, Insurance Product Sales, Customer Relationship Management, Compliance
San Jose, California, United States · On-site
$26/hr–$30/hr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Client Management, Client Solutions Advisory, Customer And Client Focus, Referral Identification, Risk Management
San Jose, California, United States · On-site
$102k–$194k/yr
The Opportunity We are growing Adobe's Risk Advisory and Assurance Services (RAAS) team and are looking for a Program Manager to help shape how our internal audit function operates at scale. This role sits at the interse…
Skills: Internal Audit, Program Management, AI Implementation, Risk Assessment, Operational Metrics
San Jose, California, United States · On-site
$124k–$179k/yr
California Water Service Job Description: PRIMARY FUNCTION: California Water Service Group invites you to build a meaningful career with the third‑largest publicly traded water utility. Guided by our mission to be the le…
Skills: Benefits Administration, Strategic Design, Compliance Management, Vendor Management, Financial Analysis
San Jose, California, United States · On-site
$40k–$100k/yr
Bail Consultant Trainee Aladdin Bail Bonds, a nationally recognized leader in the bail bond industry, is seeking motivated individuals to join our team as Bail Consultant Trainees. With decades of experience and a strong…
Skills: Communication, Interpersonal Skills, Organization, Multitasking, Data Entry
San Jose, California, United States · On-site
$65k–$120k/yr
Pay Range: $65000 - $120000 / year** Sign-On Bonus Opportunity of up to $3,500* Our Perks: Unlimited/Uncapped commission Lucrative incentive sales plans, bonuses and sales contests No Cold Calling- We have a high volume …
Skills: Sales Leadership, Customer Service, Coaching, Mentoring, Relationship Building
San Jose, California, United States · On-site
$60k–$150k/yr
Pay Range: $60000 - $150000 / year** Sign-On Bonus Opportunity of up to $4,000* Our Perks & Benefits: Unlimited/uncapped commission – your earning potential is in your hands Lucrative incentive sales plans, bonuses…
Skills: Homeowners Insurance Sales, Policy Management, Customer Relationship Management, Negotiation, Compliance Documentation
San Jose, California, United States · On-site
$60k–$150k/yr
Pay Range: $60000 - $150000 / year** Our Perks & Benefits: Unlimited/uncapped commission – your earning potential is in your hands Lucrative incentive sales plans, bonuses and sales contests to recognize your succe…
Skills: Sales, Customer Service, Relationship Building, Insurance Underwriting, Multi-tasking
San Jose, California, United States · Remote OK
$173k–$254k/yr
Innovate with purpose At BILL, we believe in empowering the businesses that drive our economy. By replacing outdated financial processes with innovative tools, we help businesses—from startups to established brands—make …
Skills: Enterprise Account Management, Strategic Partnerships, Embedded Commercial Models, Executive Stakeholder Management, Joint Roadmap Development
San Jose, California, United States · On-site
$120k–$140k/yr
Senior Payroll Analyst Location: San Jose, CA (onsite) Ayar Labs is shattering AI data bottlenecks by moving data at the speed of light. As pioneers of co-packaged optics (CPO), we are using light instead of electricity …
Skills: Payroll Processing, Equity Administration, Multi-state Payroll, ADP, Carta
San Jose, California, United States · On-site
$26/hr–$26/hr
Job Title: Member Service Specialist IV Status: Non-exempt Reports to: Branch Manager Department: Branch Channel Delivery Job Code: 2302 Pay Range: $26.50 Hourly WHO WE ARE: Golden 1 Credit Union is among the top credit …
Skills: Financial Transaction Processing, Cash Handling, Member Service, Fraud Detection, Loan Processing
San Jose, California, United States · Hybrid
$90k–$110k/yr
Job Description: This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and …
Skills: Client Experience Branding, Client Management, Client Solutions Advisory, Customer and Client Focus, Pipeline Management
San Jose, California, United States · Hybrid
$97k–$145k/yr
Overview: At Zebra, we are a community of innovators who come together to create new ways of working. United by curiosity and a culture of caring, we develop smart solutions that anticipate our customer’s and partner’s n…
Skills: Change Management, M&A Integration, Stakeholder Analysis, Strategic Communications, Training Development
San Jose, California, United States · On-site
$85k–$105k/yr
Ready to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of con…
Skills: Financial Planning, Wealth Management, Client Relationship Management, Analytical Skills, Operational Support
San Francisco, California, United States · On-site
$180k–$220k/yr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Commercial Lending, Portfolio Management, Relationship Management, Financial Advice, Credit Quality Management
San Jose, California, United States · On-site
$89k–$147k/yr
By joining Bio-Techne, you’ll join a company with a powerful and positive purpose of enabling cutting-edge research in Life Sciences and Clinical Diagnostics. Bio-Techne, and all of its brands, provides tools for researc…
Skills: Strategic Sourcing, Supplier Management, Cost Optimization, Contract Management, Market Analysis
San Jose, California, United States · Remote OK
$75k–$90k/yr
Job DescriptionAbout Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier hum…
Skills: Workers' Compensation Case Management, Care Coordination, Clinical Assessment, Return To Work Planning, Telephonic Case Management
San Jose, California, United States · On-site
$102k–$191k/yr
Position Summary Are you passionate about storytelling and driving the narrative of financial results in alignment with SEC rules and regulations? Come join our dynamic External Reporting and Technical Accounting team at…
Skills: SEC Reporting, Equity Accounting, US GAAP, Financial Statement Disclosure, ASC 718
San Jose, California, United States · Hybrid
$21/hr–$26/hr
Looking for a career where attention to detail meets meaningful client impact? We’re hiring a Remote Physical Auditor to play a key role in ensuring accurate and compliant insurance audits. Come Join ReSource Pro! Your…
Skills: Premium Auditing, Data Analysis, Client Relationship Management, Time Management, Organizational Skills
San Jose, California, United States • On-site
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Responsible for originating residential mortgage loans, including First Mortgage and HELOC products, within a financial center. The role involves analyzing client financial needs to recommend tailored borrowing and banking solutions while managing the end-to-end loan process.
Requires a minimum of 2 years of mortgage origination experience or equivalent consultative sales experience. Candidates must be able to obtain SAFE Act registration and possess strong financial analysis and communication skills.
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for originating loans for clients with residential mortgage needs and is the primary lending specialist working full time within the financial center. Key responsibilities include delivering First Mortgage and HELOC lending products in person or by telephone and providing products such as Auto Loans, Credit Cards and Core Banking products. Job expectations include effectively balancing sales performance, operational risk, and client relationship care. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Required Qualifications:
Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions
Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively.
Communicates professionally, effectively, and confidently and is comfortable engaging all clients in person and over the phone.
Is a critical thinker and can analyze financial and credit data to advise clients of product/pricing policies and guidelines and gather any additional required information.
Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.
Strong written and verbal communications skills.
Ability to handle ambiguity and adapt to changing circumstances.
Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic.
Can be flexible to work weekends and/or extended hours as needed.
A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally.
Ability to learn and understand technology.
Demonstrates a commitment to professional ethics and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State compliance policies.
Experience working in a financial center where goals were met or exceeded.
Knowledge in analyzing and comprehending complex financial data and providing financial alternatives.
Knowledge of banking products and services.
Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.
Experience in a loan origination role in a retail environment and knowledge of
Mortgage Products (Conventional, Jumbo and HELOC, Government)
Structuring, Processing, underwriting and closing procedures
Federal regulations governing real estate lending
FHA and HUD guidelines
Other Lending Products (Credit Card, Vehicle Loans)
Strong computer skills including MS applications and previous experience utilizing laptop technology.
Client Management
Client Solutions Advisory
Customer and Client Focus
Referral Identification
Risk Management
Client Experience Branding
Credit Documentation Requirements
Credit and Risk Assessment
Pipeline Management
Referral Management
Attention to Detail
Collaboration
Issue Management
Prospecting
Relationship Building
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Pay Transparency details
US - CA - San Jose - 2300 Alum Rock Ave - ALUM ROCK BC (CA3138)Pay and benefits informationPay range$26.00 - $30.83 hourly pay, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US
There are currently 520 open finance & accounting positions in San Jose, CA listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Capital One, Bank of America, Adobe, PayPal, BILL, among others. Browse the listings above to see every active employer.
Yes — 178 of the 520 open finance & accounting positions offer remote or hybrid work (54 remote, 124 hybrid).
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