Commercial Lines Producer-West Region. Alera Group As a Sales Producer , you will develop a pipeline of new clients through direct and indirect customer contact and prospecting with follow-up on leads to identify business opportunities. You are responsible for making initial contacts and developing relationships with prospective clients that grow into business opportunities. Networking and developing contacts across the community for opportunities is an important part of this position. Posted 7 hours ago Mortgage Loan Officer. Zillow Join our rapidly growing origination team. As a ZHL Mortgage Loan Officer, we provide you leads on-demand, allowing you to focus more on your client and less on your marketing and branding. We know you'll thrive if you put customers first and believe that extraordinary customer experience is key to your success. Posted 9 hours ago Criminal Investigator (Special Agent) Grades 7-9. Internal Revenue Service Experience must have included: (1) the exercise of tact, initiative, ingenuity, resourcefulness, and judgment in collecting, assembling, and developing facts, evidence, and other pertinent data through investigative techniques, which included personal interview; (2) the ability to make oral and written reports and presentations of personally conducted or personally directed investigations, examinations, or inspections; AND (3) the ability to analyze and evaluate evidence and arrive at sound conclusions. To be qualifying, this experience must have been acquired in investigative work related to the accounting or auditing of business or commercial practices of subjects investigated. Posted 19 hours ago Revenue Agent Grades 5-12. Internal Revenue Service As a Revenue Agent (Examiner), you will independently examine and investigate complex income tax returns filed by individuals or organizations. Revenue Agents (Examiners) are known for their ability to accomplish comprehensive analytical examinations of tax returns to determine tax liability and violations of Federal tax statutes and to make fair and impartial recommendations for criminal prosecution and civil penalties. You’ll use your skills and knowledge to perform professional accounting work, as well as provide accounting and financial management advice and assistance to higher levels of management. You’ll examine accounting and financial information systems that reflect a variety of complex financial operations. Posted 19 hours ago Revenue Officer Grades 7-11. Internal Revenue Service Performs credit and financial analysis of the taxpayer’s financial records to determine the taxpayer’s financial condition and ability to pay outstanding tax obligations and prevent future delinquencies. Analyzes financial information and evaluates assets. Applies expense standards and provides guidance on a wide range of financial alternatives to assist taxpayers in identifying options that could assist in resolving delinquent tax obligations, including installment agreements, offers in compromise, or suspending collection action. For business taxpayers, analyzes financial statements that include balance sheets, income statements, and profit and loss statements. Posted 19 hours ago Relationship Banker. Comerica Bank The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include conducting marketing activities to uncover customer needs, provide solutions leading to revenue growth in loans, deposits, and noninterest income, delivering a customer centric experience, maintaining disciplined operational objectives; all while striving for excellence in execution of the mentioned areas. Posted 19 hours ago Private Banking Advisor. Comerica The Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra-high net worth, multi-generational clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Comerica Wealth solutions. Accomplished and proven at acquiring new clients by leveraging their external network and firm place in the community to provide confident, comprehensive wealth management advice and solutions with an emphasis on Custom Credit, and strategic asset allocation recommendations, multi-generational estate and tax planning, cash flow analysis and budgeting, and risk management to ultra-high net worth clients. Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects. Posted 19 hours ago Relationship Banker. Comerica The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include conducting marketing activities to uncover customer needs, provide solutions leading to revenue growth in loans, deposits, and noninterest income, delivering a customer centric experience, maintaining disciplined operational objectives; all while striving for excellence in execution of the mentioned areas. Posted 19 hours ago Private Banking Officer. Comerica The Private Banking Officer role will be responsible for new business development, portfolio management and underwriting to support the needs of the group and high net worth clients. What we can offer you Comerica Funded Retirement Plan and 401(K) Matching Paid Time Off (PTO) Employee Stock Purchase Plan Paid Holidays, Floating Cultural Holiday Medical, Dental, Vision, Life Insurance Flexible Schedules Parental Leave and Adoption Assistance programs Community Volunteer Opportunities "Top 50 Diversity Company" by Diversity Inc. Global 100 for Most Sustainable Corporations Position Responsibilities: Increase the bank profitability by providing high quality customer service and cultivating new business relationships while maintaining/protecting Comerica's business interest. Manage customer relations and new business development with a periodic review of existing loan commitments. Act as the bank's agent with respect to advising the client as to proper loan structure. Negotiate acceptable terms for the bank and customer simultaneously even when goals conflict. Sell the bank's credit and non-credit products, trust, commercial real estate and treasury management. Accept special project assignments as assigned. Community Involvement. Position Qualifications Bachelor's Degree from an accredited university Completion of a Commercial Credit Training Program 7 years of experience in commercial or private lending 7 years managing a portfolio of clients 7 years of experience financial sales Costa Mesa 8:00am - 5:00pm Monday - Friday %387008% %%finance%% Posted 19 hours ago Trust Advisor III - Special Needs Trust. Comerica The Special Needs Trust Advisor III will be dedicated to the Special Needs Solutions Team. The candidate would be responsible for serving as a relationship manager on a book of business comprised of solely 1st & 3rd Party Special Needs Trusts, Settlement Preservation Trusts, Guardianships & Conservatorships. Candidates for this role should be familiar with all aspects of means tested benefits & the Social Security Administration. In addition, candidates must be able to interact well with disabled beneficiaries and their families, standing firm when necessary, while always maintaining understanding & empathy for the situation. Posted 19 hours ago
