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Finance Assistant jobs in United States, California, Irvine
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Company
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Job title (1)
United States
California
Irvine
6 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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04.09.2025
F
Ford Sr Manager Advanced EV Development Finance United States, California, Irvine
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Lead the strategic development and implementation of long-term cost management and reduction programs, specifically targeting profitability for third-generation electric vehicles. Drive cross-functional collaboration with engineering, purchasing, and manufacturing to optimize...
Description:
In this position...
- Lead the strategic development and implementation of long-term cost management and reduction programs, specifically targeting profitability for third-generation electric vehicles
- Drive cross-functional collaboration with engineering, purchasing, and manufacturing to optimize cost of goods sold and inform critical product attribute and user experience decisions.
- Provide transparent financial reporting and deliver executive-level updates, including Board of Directors materials, to influence key strategic decisions for Ford's vehicle programs.
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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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23.06.2025
JPM
JPMorgan Senior Administrative Assistant-JPMorgan Wealth Management United States, California, Irvine
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Maintain complex and detailed calendars. Screen incoming calls and determine the level of priority, while using caution in dispensing information. Manage the coordination and logistics of both internal and external...
Description:
As a Senior Administrative Assistant within the JPMorgan Wealth Management team, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output. Your daily routine also includes interaction with various executive level internal clients across the lines of businesses. You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.
Job responsibilities
- Maintain complex and detailed calendars
- Screen incoming calls and determine the level of priority, while using caution in dispensing information
- Manage the coordination and logistics of both internal and external meetings
- Arrange and coordinate complicated domestic and international travel
- Organize all aspects of internal and external events, including catering and transportation
- Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
- Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
- Produce high quality emails and messages to individuals at all levels of the organization
- Maintain department documents, including current organizational charts and Executive Bio’s
- Handle regular activities without prompting, and advise in advance with issues or delays
- Assist in editing spreadsheets and presentations, including printing and binding, for client meetings
Required qualifications, capabilities, and skills
- At least three years of administrative experience
- Advanced ability to organize
- Discretion and good judgment in confidential situations, and proven experience interacting with senior management
- Strong interpersonal, written, and oral communication skills
- Strong proficiency in Microsoft Office
- Excellent telephone etiquette and ability to manage competing priorities i.e. calendar management
Preferred qualifications, capabilities, and skills
- College degree is a plus
- FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
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16.04.2025
WD
Western Digital Executive Assistant Finance United States, California, Irvine
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Manage and maintain executives schedules, appointments and travel arrangements. Arrange and coordinate meetings and events. Monitor, respond to and distribute incoming communications. Manage and maintain worldwide bank account database. Assist...
Description:
Company Description
Today’s exceptional challenges require your unique skills. It’s You & Western Digital. Together, we’re the next BIG thing in data.
Essential Duties and Responsibilities:
- Manage and maintain executives schedules, appointments and travel arrangements
- Arrange and coordinate meetings and events
- Monitor, respond to and distribute incoming communications
- Manage and maintain worldwide bank account database
- Assist in cash management duties as required. Travel to deposit checks at the bank, at least monthly, or as required
- Receive and interact with incoming visitors
- Liaise with internal staff at all levels
- Prepare and edit correspondence, communications, presentations and other documents
- File and manage external legal and banking documents
- Interact with external clients
- Managing POs and expenses related to external services used by Treasury and Tax
- Travel: Manages complex international and domestic travel. Carefully considers and decides the optimum travel arrangements and itineraries. Processes passports and visas
- Tool Management: Manages expense reports, and becomes a tool champion of WD’s internal tools. Coordinates with executive technical support teams in advance of meetings and events to understand the best technology needed to ensure a successful outcome
- In general, daily tasks are carried out at a higher level of complexity. Leverage your administrative expertise to be two steps ahead of your executive; your job will be to problem solve, intuitively understand priorities, and plan ahead for reoccurring events and tasks
- Handle administrative items and supplies for the department
Qualifications
REQUIRED
- B.S. or B.A. required
- 5+ years’ experience in an Administrative role, preferred.
- Advanced knowledge of Windows desktop computer applications: Outlook, Word, Excel, PowerPoint.
- High degree of confidentiality required.
- Motivated to work in a fast-pace environment and ability to prioritize proactively, with a sense of urgency.
- History of creative problem solving skills, with the ability to work well collaboratively and under pressure.
SKILLS
- Demonstrates advanced proficiency by quickly adapting to new technology and easily acquiring new technical skills.
- Exhibits sound judgment and the ability to make reasonable decisions in the absence of direction.
- Ability to anticipate needs as well as foresee and prevent problems by taking action.
- Excellent written and verbal communication skills.
- Highly organized, resourceful, and detail-oriented.
- Excellent time management skills.
- Passionate, kind, inclusive, and ethically minded.
Compensation & Benefits Details
- An employee’s pay position within the salary range may be based on several factors including but not limited to (1) relevant education; qualifications; certifications; and experience; (2) skills, ability, knowledge of the job; (3) performance, contribution and results; (4) geographic location; (5) shift; (6) internal and external equity; and (7) business and organizational needs.
- The salary range is what we believe to be the range of possible compensation for this role at the time of this posting. We may ultimately pay more or less than the posted range and this range is only applicable for jobs to be performed in California, Colorado, New York or remote jobs that can be performed in California, Colorado and New York. This range may be modified in the future.
- If your position is non-exempt, you are eligible for overtime pay pursuant to company policy and applicable laws. You may also be eligible for shift differential pay, depending on the shift to which you are assigned.
- You will be eligible to participate in Western Digital’s Short-Term Incentive (STI) Plan, which provides incentive awards based on Company and individual performance. Depending on your role and your performance, you may be eligible to participate in our annual Long-Term Incentive (LTI) program, which consists of restricted stock units (RSUs) or cash equivalents, pursuant to the terms of the LTI plan. Please note that not all roles are eligible to participate in the LTI program, and not all roles are eligible for equity under the LTI plan. RSU awards are also available to eligible new hires, subject to Western Digital’s Standard Terms and Conditions for Restricted Stock Unit Awards.
- We offer a comprehensive package of benefits including paid vacation time; paid sick leave; medical/dental/vision insurance; life, accident and disability insurance; tax-advantaged flexible spending and health savings accounts; employee assistance program; other voluntary benefit programs such as supplemental life and AD&D, legal plan, pet insurance, critical illness, accident and hospital indemnity; tuition reimbursement; transit; the Applause Program; employee stock purchase plan; and the Western Digital Savings 401(k) Plan.
- Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.
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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:
Show more
These jobs might be a good fit
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