12 jobs found in Folsom

SUMMARY Under the direction of a Senior Mortgage Officer, originate real estate loans from various lead sources.  Provide exceptional service while guiding members through the home loan process.  Analyze members’ financial data and use that information to provide them with home loan products that meet their needs. ESSENTIAL DUTIES AND RESPONSIBILITIES Originates real estate loans on behalf of the Senior Mortgage Officer. Analyze detailed financial and credit data, matching borrowers needs with an appropriate loan program and level of risk. Make outbound calls to realtors and prospects and schedule appointments. Maintain constant communication with members, vendors, and other staff to uphold clear expectations throughout the closing process. Responsible to send required documentation to Mortgage Assistant in a timely fashion so up-front mortgage RESPA disclosure requirements can be met. Maintain current, complete & accurate status in origination systems for...

At Chevron Stations Inc (CSI), we sell gasoline and convenience products at our retail stations. We are looking for hard working people who value safety, enjoy working as a team and have a positive work attitude. The perfect fit for our team are individuals who are self-motivated, dependable and able to work effectively & safely in a fast-paced environment while maintaining 100% total customer focus.   The Customer Service Representative (CSR) operates at the retail facility and provides exceptional customer service, while accurately transacting sales of fuel & merchandise and maintaining a clean & safe work environment for all. The Customer Service Representative works in support of the station manager in the completion of all store level tasks. CSRs perform a variety of activities related to different areas of the station including food preparation, cash register duties, customer service, general housekeeping and other related functions. Job Expectations...

Job DescriptionFPI Management is currently looking for a Compliance Specialist to join our Affordable Communities team! OUR IDEAL CANDIDATE has a minimum of 3 years' experience in a similar Compliance role, Tax Credit certification (C3P, CPO, FHC, HCCP, NAHP, NAHPe, NCCP, NCP, NCP-E, SCHM, TCS), preferred, has some supervisory experience, preferably with a dispersed team, has experience with rent, income and utility allowance adjustments and updates. Yardi Affordable and SHRA Bond Reporting experience a plus. Is a reliable, highly organized and detail-oriented 'can-do' team player with excellent communication skills and possesses efficient problem solving skills. Is a self-starter -- able to reassign priorities daily. MINIMUM REQUIREMENTS: High School diploma or equivalent, valid driver's license and an insured, operable vehicle, English language proficiency (read, speak and write), and the ability to pass a full background check and drug screening ( Note: As it relates to...

We have an excellent opportunity for a Retirement Plan Compliance Analyst. In this role the Compliance Analyst will perform compliance testing, testing review, document support, government forms preparation and review for moderately complex retirement plan. S/he will ensure that assigned plans remain tax qualified by meeting all IRS and DOL reporting and testing requirements. This also includes reporting on all accounting and financial activity for the plan.  The Retirement Plan Compliance Analyst will prepare all non-discrimination tests and other Compliance related testing on mostly larger and/or moderately complex plans as well as perform contribution calculations.  S/he will review legal plan document and all employee data and determine participant eligibility. The Retirement Plan Compliance Analyst will reconcile and/or review all financial activity as well as prepare all required government forms.    Requirements:   Bachelor’s degree in a business related...

Newport Group has a great opportunity for a Operations Specialist. The Operations Specialist is responsible for processing retirement plan participant accounts. The ideal candidate will have an aptitude for general accounting, finance, and mathematics. A basic understanding of mutual funds and other investments is preferred. The Operations Specialist will process retirement plan payroll files including plan participant contributions, distributions and loan payments as well as disbursement requests via custodian websites.  Successful candidates will assist with special projects as needed and identify process improvements to create efficiencies. The role utilizes various databases which house retirement plan information and works extensively with MS Excel and Word.  Additional responsibilities will include managing mutual fund processing.   Requirements: Able to escalate questions and issues as appropriate to management, yet able to use solid business judgment. Able to work...

We are currently hiring for a Team Leader in our Folsom, CA office with experience leading a team in a financial services environment / retirement plan operations or trading. Do you have experience leading and motivating a team of 10-15 employees in a financial services environment? As a member of the team you will monitor completion of necessary functions of the team and ensures the tasks are executed accurately and properly. This role is also responsible for organizing the recruitment and selection of employees as well as taking an active role in the onboarding and performance management process in guiding and developing the skill set of the operations team. The Team Leader will hold regular team meetings to share information and provide an open forum for team members to collaborate. S/He will periodically review work of all team members to ensure quality and accuracy are met and that the team members meet high standards for customer service and communication skills. Will...

The Retirement Plan Call Center Representative focuses on assisting and resolving retirement plan participant’s direct requests and issues by answering incoming calls, making outbound calls to participants, and responding to emails.  The Retirement Plan Call Center Representative ensures that communication is answered in a timely and professional manner consistent with established corporate standards providing a high level of customer service to each participant.  S/he will answer incoming telephone calls in the participant service center, assisting participants with obtaining account information, enrollment questions, execute transaction requests (such as loans, distributions and fund transfers) and respond to participant questions by obtaining information from the appropriate person or system. In addition, the Retirement Plan Call Center Representative will assist participants with retirement projections and modeling as it relates to Newport’s online gap analysis tool, as well...

  Newport Group has a great opportunity for an Administrator in our ESOP group. The ESOP Administrator will be responsible for reviewing census information and determination of eligibility, reconciliation of trust asset, compliance testing under code sections 404, 415, 410(b), and 416, allocation of employer contributions and posting of other participant activity to individual accounts and preparation and review of Form 5500 and related schedules S/he will update all information into recordkeeping system, allocate investment gains/losses, allocate employer contributions and forfeitures, and balance summary of accounts to trust assets. Requirements: Bachelor’s degree or equivalent of related experience in the administration of retirement plans ASPPA designation a plus Experience in Relius a plus Excellent written and oral communication skills. Proficient using Excel, Word, PowerPoint, and Adobe Must have strong analytical, problem solving and organizational...

Newport Group is looking for a Conversion Consultant who will be responsible for leading the conversion of new clients to Newport Group and will orchestrate all aspects of new client integration, including but not limited to technical, communication plan and data/system initiatives. The Conversion Consultant will work closely with the client and internal resources to ensure a successful conversion.The Conversion Consultant is responsible for executing the conversion process for assigned accounts immediately after the sale and is responsible for delivery of commitments made during the sales process.  While working in a team environment, s/he will assume ownership for plan, data and conversion responsibilities. S/he will coordinate and facilitate reoccurring meetings with agendas and minutes and perform a review of all communication materials including drafting/editing of materials. S/he must be able to immediately identify and communicate issues (financial or service deliverables)...

Newport Group has a great opportunity for a Business Analyst at our Folsom, CA office. S/he will document business and functional requirements, develop, modify, test and implement new operational processes, and IT systems enhancements, document and support application modules for internal and external use, guided by precedent and working within the limits of established policies. ESSENTIAL FUNCTIONS: Act as the primary project liaison between business users and technical teams. Identify, analyze and translate business Product Owners needs into written project definitions, user stories, and acceptance criteria for new application development or enhancement requests. Work with Product Owners to help translate business needs into a groomed product backlog. As a team member on an Agile Scrum project team the Business Analyst will partner with Product Owners, Scrum Masters and team members including development, database resources, report writers, quality assurance...

Newport Group is has a great opportunity for an  Operations Specialist in the Trading group. This employee is responsible for participating in the daily trading and fund change processes within Operations. Qualified candidates should be highly organized with a strong attention to detail and have the ability to work in a fast paced, dynamic environment with a high degree of accuracy.  The Operations Specialist will participate in the daily trade submission/monitoring process and in a rotation of nightly monitoring of price files imports, releasing of trades, and problem resolution (typically once per week). S/he will complete daily share reconciliation reports for multiple custodians. Will coordinate and perform fund changes. Includes fund review, distributing proper disclosures and the actual completion of the event in our recordkeeping system.  The successful candidate will monitor negative balances, troubleshoot daily trade rejects and settlement issues. S/he will analyze...

At Chevron Stations Inc (CSI), we sell gasoline and convenience products at our retail stations. We are looking for hard working people who value safety, enjoy working as a team and have a positive work attitude. The perfect fit for our team are individuals who are self-motivated, dependable and able to work effectively & safely in a fast-paced environment while maintaining 100% total customer focus.   The Customer Service Representative (CSR) operates at the retail facility and provides exceptional customer service, while accurately transacting sales of fuel & merchandise and maintaining a clean & safe work environment for all. The Customer Service Representative works in support of the station manager in the completion of all store level tasks. CSRs perform a variety of activities related to different areas of the station including food preparation, cash register duties, customer service, general housekeeping and other related functions. Job Expectations...