Talent.com
No longer accepting applications
Relationship Specialist

Relationship Specialist

VirtualVocationsOxnard, California, United States
2 days ago
Job type
  • Full-time
Job description

A company is looking for a Relationship Specialist to manage partner programs and support client communications.

Key Responsibilities

Maintain accurate internal documentation and trackers for lender and investor relationships

Prepare reports and assist with new product launches and program changes

Triage partner requests and support day-to-day communications with partners

Required Qualifications

1-2 years of experience in lending operations, client support, or project coordination

Familiarity with Excel, PowerPoint, and shared file systems (Google Drive, SharePoint, etc.)

Strong organizational skills and attention to detail

Eagerness to learn and take on increasing ownership over time

Prior experience in lending operations or project management is a plus

Create a job alert for this search

Relationship Specialist • Oxnard, California, United States

Related jobs
  • Promoted
Mortgage Home Loan Advisor - Ventura Area

Mortgage Home Loan Advisor - Ventura Area

First BankVentura, CA, United States
Full-time
Mortgage Home Loan Advisor (Commission-Only).Do you hate sitting in an office all day? This position actually requires that you spend more than 80% of your time outside of your office.Like meeting ...Show moreLast updated: 30+ days ago
  • Promoted
Proprietary Trading

Proprietary Trading

Maverick TradingSanta Barbara, CA, USA
Part-time
Proprietary Trading Job at Maverick Trading.Maverick Trading, a 26-year old proprietary trading firm is looking to hire experienced and entry-level equity and equity and option traders.We are a glo...Show moreLast updated: 18 days ago
  • Promoted
Business Banking Relationship Manager

Business Banking Relationship Manager

Mechanics BankSanta Barbara, CA, US
Full-time
Business Banking Relationship Manager.Mechanics Bank is currently searching for a Business Banking Relationship Manager to join our team. Here at Mechanics Bank, we value connection, partnership, lo...Show moreLast updated: 30+ days ago
Mortgage Loan Funder

Mortgage Loan Funder

OceanAir Federal Credit UnionOxnard, CA, USA
Full-time
Quick Apply
Are you ready to dive into a career where your attention to detail and love for helping others can make waves? OceanAir Credit Union is on the lookout for a Mortgage Loan Funding Specialist who's r...Show moreLast updated: 21 days ago
  • Promoted
Employee Engagement Specialist

Employee Engagement Specialist

VirtualVocationsSan Buenaventura, California, United States
Full-time
A company is looking for an Employee Engagement and Learning Specialist who will enhance organizational culture and employee engagement. Key Responsibilities Design and implement leadership develo...Show moreLast updated: 30+ days ago
  • Promoted
Mortgage Closer

Mortgage Closer

TEKsystemsMoorpark, CA, United States
Full-time
The •Mortgage Closer • will be responsible for supporting the Closing function within multiple Channels.As the •Mortgage Closer •, you will act as a key contributor to ensure timely closings of mortg...Show moreLast updated: 1 day ago
  • Promoted
Client Business Partner

Client Business Partner

BBSISanta Barbara, CA, United States
Full-time
Everything we do at BBSI is in support of business owners.We facilitate conversations around a broad range of organizational areas that allow business owners to run their companies more effectively...Show moreLast updated: 30+ days ago
  • Promoted
Senior Relationship Manager - ICG Middle Market

Senior Relationship Manager - ICG Middle Market

U.S. BancorpSanta Barbara, CA, US
Full-time
The Senior Relationship Manager (RM) manages and grows a large and complex portfolio of middle market companies with revenues ranging from $50 million to $1 billion. The North LA market consists of ...Show moreLast updated: 2 days ago
  • Promoted
Relationship Banker, Central Coast Market

Relationship Banker, Central Coast Market

Bank of AmericaSanta Barbara, CA, US
Full-time
Bank Of America Financial Center Representative.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...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Relationship Manager Business Banking Sr

Relationship Manager Business Banking Sr

USA JobsOxnard, CA, US
Full-time
Relationship Manager Business Banking Sr.Develops and manages relationships with business banking clients in the assigned business segment and / or geographic areas. Actively engages in the sales proc...Show moreLast updated: 5 hours ago
  • Promoted
Remote Equity / Option Trader

Remote Equity / Option Trader

Maverick TradingSanta Barbara, CA, USA
Remote
Full-time
Remote Options Trader Opportunity at Maverick Trading.Maverick Trading has been a leader in proprietary trading for over 26 years. We empower traders with access to firm capital, allowing them to re...Show moreLast updated: 18 days ago
  • Promoted
Client Relationship Consultant 3 (Banker) - Albertsons - Newbury Park, CA

Client Relationship Consultant 3 (Banker) - Albertsons - Newbury Park, CA

U.S. BancorpNewbury Park, CA, US
Full-time
Client Relationship Consultant.Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide ...Show moreLast updated: 23 days ago
  • Promoted
  • New!
Remote Licensed Marriage and Family Therapist (LMFT)

Remote Licensed Marriage and Family Therapist (LMFT)

Gotham Enterprises LtdThousand Oaks, CA, US
Remote
Full-time
Remote Licensed Marriage and Family Therapist (LMFT) – California.Location : Thousand Oaks,California.Start Date : Immediate or Negotiable. Are you a licensed LMFT passionate about making a difference...Show moreLast updated: 18 hours ago
  • Promoted
Wealth Management Client Associate

Wealth Management Client Associate

Bank of AmericaSanta Barbara, CA, US
Full-time
Merrill Wealth Management Client Service Representative.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, comp...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Senior Relationship Manager - ICG Middle Market

Senior Relationship Manager - ICG Middle Market

USA JobsSanta Barbara, CA, US
Full-time
The Senior Relationship Manager (RM) manages and grows a large and complex portfolio of middle market companies with revenues ranging from $50 million to $1 billion. The North LA market consist of n...Show moreLast updated: 5 hours ago
  • Promoted
Relationship Banker - Central Coast area

Relationship Banker - Central Coast area

Bank of AmericaSanta Barbara, CA, US
Full-time
Bank of America Financial Center Position.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how w...Show moreLast updated: 30+ days ago
  • Promoted
Mortgage Loan Specialist II

Mortgage Loan Specialist II

TEKsystemsMoorpark, California, United States
Full-time
As a key member of our restructuring team, the Loan Processor plays a vital role in ensuring compliance with investor and loan guidelines. This position requires a keen attention to detail and the a...Show moreLast updated: 28 days ago
Mortgage Loan Originator

Mortgage Loan Originator

OceanAir Federal Credit UnionOxnard, CA, USA
Full-time
Quick Apply
Join the OceanAir Crew as a Mortgage Loan Originator! 🏡.Are you ready to help dreams take flight? At OceanAir Credit Union, we're not just about loans-we're about launching lives into homeownershi...Show moreLast updated: 21 days ago
  • Promoted
Licensed Marriage and Family Therapist (LMFT)

Licensed Marriage and Family Therapist (LMFT)

Rula HealthGoleta, CA, United States
Full-time
At Rula, our mission is simple : .We partner with a nationwide network of licensed clinicians committed to delivering compassionate, effective care for individuals, couples, and families.We make thi...Show moreLast updated: 4 days ago
Real Estate Sales Agent - New or Experienced - Coldwell Banker

Real Estate Sales Agent - New or Experienced - Coldwell Banker

Coldwell BankerOxnard, CA, US
Full-time
Quick Apply
Searching for Real Estate Agents – New or Experienced!.We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family. Applicants without a real estate licen...Show moreLast updated: 30+ days ago