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Executive Assistant jobs in United States, California, Irvine
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Company
Job type
Job categories
Job title (1)
United States
California
Irvine
14 jobs found
18.09.2025
JPM
JPMorgan Home Lending Assistant Irvine Encino CA United States, California, Irvine
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Utilize your understanding of the home loan process to take all initial inquiry calls for prequalification, take complete applications, request documentation from borrowers and review with Home Loan Advisor(s). Discuss...
Description:
Join our fun, high-energy team as a Home Lending Assistant in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.
Job responsibilities
- Utilize your understanding of the home loan process to take all initial inquiry calls for prequalification, take complete applications, request documentation from borrowers and review with Home Loan Advisor(s).
- Discuss products and pricing at the request of, or in the absence of, the Home Lending Advisor(s).
- Proactively review complex files to identify potential problems with loan applications and arrive at workable solutions with the Home Lending Advisor(s) prior to submission to processing.
- Manage pipeline, consistently communicating updates to Home Lending Advisor(s) on pipeline status and updating borrowers and builders on status of loans while watching for and preventing pipeline fallout and quote rate to pipeline floats.
- Act as a liaison between Home Lending Advisor(s), branch, processing center (if applicable), and group of established realtors (20-30) to coordinate submissions and closings to allow Home Lending Advisor(s) to concentrate on generating new business.
- Coordinate and manage marketing to buyers, sellers, realtors, and builders assist in staffing Realtor/builder open houses and trade shows.
- Establish with Home Lending Advisor(s) the annual number of loans required to fund and close and/or incremental increase in Home Lending Advisor(s)'s annual production; and, if applicable, support Home Lending Advisor(s) to achieve high usage of laptop originations.
Required qualifications, capabilities, and skills
- Bachelor's degree or equivalent work experience in sales and/or real estate
- A minimum of four years’ work experience in mortgage loan processing
- Intermediate computer skills (familiar with MS Office products or similar software)
- Excellent customer service skills
- Excellent written/oral communication
- Excellent organization skills
- Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand
Preferred qualifications, capabilities, and skills
- Marketing and advertising experience
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:
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17.09.2025
JPM
JPMorgan Executive Administrative Assistant United States, California, Irvine
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Advise external and internal partners on documentation requirements, and review legal, account opening, and tax documentation to ensure compliance with regulatory and internal policies for account opening and maintenance. Document...
Description:
The Wealth Management division of JPMorgan Chase & Co. is part of the Asset & Wealth Management business segment. For over 160 years, it has provided customized solutions and client service of the highest quality to address the complex needs of wealthy individuals and their families around the world. With assets under management of $2.4 trillion, it is one of the largest asset and wealth managers globally. The firm is establishing a market-leading function within Operations to help manage the regulatory risks involved in onboarding clients, with particular attention to meeting regulatory AML and KYC requirements.
As an Onboarding Officer in Asset & Wealth Management, you will be responsible for the end-to-end client onboarding process, including all aspects of client onboarding and fulfillment of Anti-Money Laundering (AML) and Know Your Client (KYC) requirements. Once trained, you will work with a wide range of jurisdictions and entity types, undertake quality reviews of clients’ KYC records, and serve as the point of contact for KYC and reporting issues for designated clients.
Job Responsibilities
- Advise external and internal partners on documentation requirements, and review legal, account opening, and tax documentation to ensure compliance with regulatory and internal policies for account opening and maintenance.
- Document clients on due diligence and related systems, update profiles periodically, and partner with client-facing teams to ensure all client records are compliant with regulatory standards. Ensure high-quality and timely completion of all client-level due diligence requirements at the onset of client relationships. Discuss and escalate complex issues with Compliance regarding client types and structures, financial products and services, and other risk-related matters.
- Own the end-to-end onboarding of new clients, assist with drafting and gathering client documents, and make independent recommendations regarding AML risk at the client level prior to final review by the client-facing team. Stay current with all regulatory changes and requirements related to client suitability and documentation.
- Analyze and understand complex client structures, explain them to colleagues across the business, and appropriately escalate any risks identified during the documentation review process.
- Partner with client-facing teams to collect required legal documents and associated information to meet all regulatory and internal policies.
- Act as a subject matter expert on required legal documents and processes to onboard clients to the relevant platform, reviewing clients’ constitutional documentation with consideration for relevant tax, regulatory, and corporate law issues, as applicable.
Required Qualifications, Capabilities, and Skills
- Fluency in English and Italian
- Prior AML/KYC experience or a relevant degree such as Law
- Attention to detail and strong written and oral communication skills, with the ability to influence internal and external stakeholders
- Strong analytical, prioritization, and organizational skills, with a logical, structured approach to planning, problem-solving, and decision-making
- Strong risk and controls awareness, with the capacity to think laterally and convey an understanding of the broader context
- Ability to maintain a sense of urgency and prioritize/multi-task, with a strong client focus and the ability to partner with various internal groups and client coverage teams
- Ability to successfully navigate a complex infrastructure involving numerous groups and individuals, coupled with a consultative approach and an understanding of business partner needs, proactively delivering solutions
Preferred Qualifications, Capabilities, and Skills
- In addition, the team reviews documentation in French, Dutch, Spanish, and German. We would welcome your application if you are also fluent in any of these languages.
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09.09.2025
JPM
JPMorgan Portfolio Banker - Emerging Middle Market Banking Executive ... United States, California, Irvine
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Manage, retain and deepen a portfolio of Commercial Banking business clients with annual revenue between $20 million - $100 million. Champion a culture of innovation and a customer centric mindset....
Description:
Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and J.P. Morgan Merchant Services. Our strongest Bankers have a methodical approach to the market activity and prospecting. We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.
Job Responsibilities
- Manage, retain and deepen a portfolio of Commercial Banking business clients with annual revenue between $20 million - $100 million
- Champion a culture of innovation and a customer centric mindset
- Utilize knowledge of business, finance, payment solutions, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
- Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
- Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
- Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required Qualifications, Capabilities and Skills
- Seven plus years direct lending or credit support related experience with a focus on business relationships
- Understanding of Commercial Banking products and services
- Ability to collaborate with internal partners and resources
- Demonstrated experience of meeting or exceeding sales goals
- Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
- Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
- Strategic and inquisitive mindset, knowledge of the bank and its offerings, and ability to gain support from partners to manage large client book
Preferred Qualifications, Capabilities and Skills
- Bachelor’s degree and formal credit training
- Sales management, business development skills, proficiency in building and maintaining positive client relationships
- Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
- Excellent business judgment, strategic thinking, self-directed, proactive and creative
FEDERAL DEPOSIT INSURANCE ACT:
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04.09.2025
S
Salesforce SMB / Commercial Account Executive Employee Service United States, California, Irvine
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Prospecting, pipeline generation, and revenue attainment. Navigatingmedium to long sales cyclesfor strategic, high-value deals. Ensuring customer satisfaction for early adopters and expansion customers. Develop strong internal and customer relationships to...
Description:
, and are on Fortune’slist.We provide every employee with 7 paid volunteer days off a year, and donation matching for all approved charitable donations.
Job Category
Job Details
HR ServiceIT Service
As an Account Executive, you’ll formulate and execute a scalable sales strategy within a designated vertical—driving growth by penetrating our existing Salesforce customer base and attracting new customers. You’ll help organizations improve employee experience, HR efficiency, and IT service delivery with seamless self-service portals, HR service management, and IT service management solutions.
You’ll be responsible for:
Prospecting, pipeline generation, and revenue attainment.
Navigatingmedium to long sales cyclesfor strategic, high-value deals.
Ensuring customer satisfaction for early adopters and expansion customers
Develop strong internal and customer relationships to create win-win sales opportunities.
Clearly communicate the value of Salesforce’sHR ServiceandIT Service/ITSMcapabilities to potential customers.
Drive revenue growth by closing new business and expanding existing accounts within your vertical.
Develop and execute sales campaigns targetingemployee service transformationacross HR and IT.
Generate and qualify leads, manage a robust pipeline, and assist core Account Executives in closing strategic deals.
Engage with stakeholders across HR, IT, and operations to understand business challenges and develop tailored, outcome-based solutions.
Maintain accurate sales forecasting and CRM updates.
Collaborate with solution engineers, marketing, and customer success teams to provide a seamless end-to-end client experience
6+ years of quota-carrying enterprise software or technology sales experience, ideally inSaaS,Employee Experience,HR Service Management,ITSM, orITOM.
Proven experience insolution sellingandvalue-based sellingto multiple stakeholders.
Strong knowledge ofITSM platforms, IT operations, and theITIL framework.
Familiarity withHR tech,employee experience platforms, andHCM systems(e.g., Workday) is a plus.
Bachelor’s degree strongly preferred.
Strong consultative selling skills with a track record of exceeding sales goals.
Proven ability to navigate complex, multi-stakeholder sales processes.
Competitive spirit, resourcefulness, and ability to solve complex problems.
Business acumen to articulate ROI across HR, IT, and operational use cases.
Skilled in objection handling, negotiation, and closing high-value deals.
Ability to collaborate cross-functionally and act as a trusted advisor.
Knowledge of ITSM tools (e.g., ServiceNow, Atlassian), HCM systems, and employee service solutions
including: a week-long product bootcamp, mentorship program, weekly coaching and development programs.
, and are on Fortune’slist.We provide every employee with 7 paid volunteer days off a year, and donation matching for all approved charitable donations.
Health, life insurance, retirement saving plan
Monthly wellness allowance
Flexible time off & leave policies
Parental benefits
Perks and discounts
More details about our company benefits can be found at the following link:
Unleash Your Potential
When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and
be your best
, and our AI agents accelerate your impact so you canIf you require assistance due to a disability applying for open positions please submit a request via this.
Posting Statement
to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records. For New York-based roles, the base salary hiring range for this position is $85,300 to $177,450. For California-based roles, the base salary hiring range for this position is $85,300 to $177,450. For Illinois based roles, the base salary hiring range for this position is $85,300 to $177,450.Show more
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24.08.2025
J
Jacobs Assistant Resident Engineer - Electrical United States, California, Irvine
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At Jacobs, we're challenging today to reinvent tomorrow by solving the world's most critical problems for thriving cities, resilient environments, mission critical outcomes, operational advancement, scientific discovery and cutting edge...
Description:
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13.08.2025
JPM
JPMorgan US Private Bank - Banker Vice President Executive Director United States, California, Irvine
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Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Generate business results and acquire...
Description:
As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
- Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
- Generate business results and acquire new assets, both from existing client base and new client acquisition
- Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
- Partner with internal specialists to provide interdisciplinary expertise to clients when needed
- Connect your clients across all lines of business of J.P. Morgan Chase & Co.
- Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
- Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
- Six plus years of work experience in Private Banking or Financial Services
- Bachelor’s Degree required
- Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Proven sales success and strong business acumen
- Strong community presence with an established network
- Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
- Focuses on the client experience and works tirelessly on the client’s behalf
Preferred Qualifications, Capabilities, and Skills
- MBA, JD, CFA, or CFP preferred
- Proactive, takes initiative, and uses critical thinking to solve problems
- Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
- Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
- Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
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15.07.2025
JPM
JPMorgan Relationship Executive - Emerging Middle Market United States, California, Irvine
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Champion a culture of innovation and a customer centric mindset. Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships. Find ways to further efficiency...
Description:
Job Responsibilities
- Champion a culture of innovation and a customer centric mindset
- Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
- Find ways to further efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies
- Develop a weekly sales plan prioritizing revenue generating sales opportunities, cultivate referral sources, and institutionalize relationships and calling
Required Qualifications, Capabilities and Skills
- Seven plus years lending or credit support related experience with a focus on business relationships
- Understanding of Commercial Banking products and services
- Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
- Ability to collaborate with internal partners and resources
- Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
- Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
- Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
- Deep local connections and market knowledge
Preferred Qualifications, Capabilities and Skills
- Bachelor’s degree and formal credit training preferred
- Sales management, business development skills, proficiency in building and maintaining positive client relationships
- Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
- Excellent business judgment, strategic thinking, self-directed, proactive and creative
FEDERAL DEPOSIT INSURANCE ACT:
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These jobs might be a good fit
Share
Utilize your understanding of the home loan process to take all initial inquiry calls for prequalification, take complete applications, request documentation from borrowers and review with Home Loan Advisor(s). Discuss...
Description:
Join our fun, high-energy team as a Home Lending Assistant in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.
Job responsibilities
- Utilize your understanding of the home loan process to take all initial inquiry calls for prequalification, take complete applications, request documentation from borrowers and review with Home Loan Advisor(s).
- Discuss products and pricing at the request of, or in the absence of, the Home Lending Advisor(s).
- Proactively review complex files to identify potential problems with loan applications and arrive at workable solutions with the Home Lending Advisor(s) prior to submission to processing.
- Manage pipeline, consistently communicating updates to Home Lending Advisor(s) on pipeline status and updating borrowers and builders on status of loans while watching for and preventing pipeline fallout and quote rate to pipeline floats.
- Act as a liaison between Home Lending Advisor(s), branch, processing center (if applicable), and group of established realtors (20-30) to coordinate submissions and closings to allow Home Lending Advisor(s) to concentrate on generating new business.
- Coordinate and manage marketing to buyers, sellers, realtors, and builders assist in staffing Realtor/builder open houses and trade shows.
- Establish with Home Lending Advisor(s) the annual number of loans required to fund and close and/or incremental increase in Home Lending Advisor(s)'s annual production; and, if applicable, support Home Lending Advisor(s) to achieve high usage of laptop originations.
Required qualifications, capabilities, and skills
- Bachelor's degree or equivalent work experience in sales and/or real estate
- A minimum of four years’ work experience in mortgage loan processing
- Intermediate computer skills (familiar with MS Office products or similar software)
- Excellent customer service skills
- Excellent written/oral communication
- Excellent organization skills
- Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand
Preferred qualifications, capabilities, and skills
- Marketing and advertising experience
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:
Show more
These jobs might be a good fit
Find your next career move in the high tech industry with Expoint. Our platform offers a wide range of Executive Assistant job opportunities in the United States, California, Irvine area, giving you access to the best companies in the field. Whether you're looking for a new challenge or a change of scenery, Expoint makes it easy to find your perfect job match. With our easy-to-use search engine, you can quickly find job opportunities in your desired location and connect with top companies. Sign up today and take the next step in your high tech career with Expoint.