Amazing Wealth Management firm with a gorgeous location in Del Mar, CA is in immediate need of an Operations Administrative Assistant to assist with area of compliance, records management, CRM maintenance, client onboarding system, basic technical support to the team, internal reporting and marketing support. This is a great group of professionals who support each other and provide individual, customized investment management for their clients, that is paired with holistic wealth management se...
A growing mortgage banking company is looking for an Loan Processor Assistant.
Responsibilities:
Requests and reviews file documentation, including income/employment verifications, bank statements or verifications of deposit and property valuations; opens escrow and title.
Reviews all documentation received for completeness and ensures appropriate data is entered in the company’s origination system, and that appropriate documentation is uploaded to the company’s paperless file syste...
