Top 605 Client Development Associate Jobs in San Francisco, CA

Closing Associate - Oakland
TMC Financing —Oakland, CA
- From $28 an hour
- Email
- Microsoft Outlook
- Word processing
- Office
- Paid parental leave
- Health insurance
Quick Apply
20h
Event Marketing Associate
Bay Home & Window —Hayward, CA
- $23 - $25 an hour
- Part-time
- Reliable transportation
- Ability to stand for extended periods
- Entry level
- Flexible schedule
Quick Apply
6d
Associate Director, East Bay Small Business Development Center
NorCal Small Business Development Center —Hayward, CA
- $95,000 - $125,000 a year
- Weekends as needed
- Hybrid work
- Background check
- Google Workspace
- Management
- Health insurance
- Dental insurance
Quick Apply
5d
Cell Therapy Manufacturing Associate
Yoh, A Day & Zimmermann Company —San Francisco, CA
- $30 - $36 an hour
- Rotating shift
- Bachelor's degree
- Fair chance
- 1 year
- Health savings account
- Disability insurance
Quick Apply
Associate District Manager
ADP —San Francisco, CA
- $44,800 - $97,200 a year
- Full-time
- Military
- Mid-level
- Wellness program
- Disability insurance
Strategic Projects Associates
HireNow Staffing —San Francisco, CA
- $80,000 - $110,000 a year
- Extended hours
- Computer science
- Computer Science
- Office
Quick Apply
Research Associate - pharma
MEDVACON —Foster City, CA
- Contract
- Microsoft Word
- Microsoft Excel
- Customer service
Quick Apply
Research Assistant/Research Associate
Frontage Laboratories —Hayward, CA
- $62,400 - $80,000 a year
- Full-time
- Bachelor of Science
- Maintenance
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
Psychiatry Operations Associate
Two Chairs —San Francisco, CA
- $70,400 - $82,800 a year
- Full-time
- Remote
- Psychiatry
- HIPAA
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
Strategic Project Associate
Mercor —San Francisco, CA
- $120,000 a year
- Full-time
- Office
- Analysis skills
- Communication skills
- Dental insurance
- Vision insurance
Development Business Operations Associate
MEDVACON Life Sciences —Foster City, CA
- Contract
- Hybrid work
- PMP
- Bachelor of Science
- Mid-level
Quick Apply
Associate, Experienced Hire, United States
Boston Consulting Group —San Francisco, CA
- $110,000 a year
- Full-time
- Urgent Care
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Enterprise AI Associate
Mercor —San Francisco, CA
- $110,000 - $150,000 a year
- Full-time
- Mid-level
- Office
- Product management
- Health insurance
- Dental insurance
Temporary Program Associate
Brilliant Corners —San Francisco, CA
- $54,995 a year
- Temporary
- Hybrid work
- Bilingual
- Word processing
- Writing skills
- AD&D insurance
- Disability insurance
Quick Apply
Research Associate II, Bioprocess Development (Contract)
Prolific Machines —Emeryville, CA
- $40 - $48 an hour
- Contract
- Research
- Mid-level
- Master's degree
Associate / Associate Consultant - Analytics
Blue Matter —South San Francisco, CA
- $70,000 - $130,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Paid parental leave
- Health savings account
Customer Support Associate
Delphi —San Francisco, CA
- Weekends as needed
- Mid-level
- Office
- 2 years
- Health insurance
- Dental insurance
Vendor Outsourcing Associate
MEDVACON Life Sciences —Foster City, CA
- Contract
- Mid-level
- Office
- Bachelor's degree
Quick Apply
Administrative & Project Coordination Associate
Destination Wealth Management —Walnut Creek, CA
- $70,000 - $100,000 a year
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Learning & Development — Associate, Curriculum Development
Andersen —San Francisco, CA
- $75,000 - $95,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Paid holidays
- Health insurance

I want to receive the latest job alert for Client Development Associate in San Francisco, CA

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

Client Development Associate jobs near San Francisco, CA

Administrative Coordinator jobs in Walnut Creek, CA

District Manager jobs in San Francisco, CA

Manufacturing Associate jobs in San Francisco, CA

Program Associate jobs in San Francisco, CA

Project Associate jobs in San Francisco, CA

Research Assistant jobs in Hayward, CA

Operations Associate jobs in San Francisco, CA

Marketing Associate jobs in San Francisco, CA

Customer Service Representative jobs in San Francisco, CA

Senior Research Associate jobs in Emeryville, CA

Administrative Coordinator jobs in Pleasant Garden, NC

Logistics Coordinator jobs in Texas

Administrative Coordinator jobs in Johnston, IA

Administrative jobs in Gainesville, FL

Administrative Coordinator jobs in Brooklyn, NY

Administrative Coordinator jobs in Edison, NJ

Program Coordinator jobs in St. Louis, MO

Real Estate Transaction Coordinator jobs in Michigan

Director Of Business Development jobs in Remote

Business Management jobs in Los Angeles, CA

Closing Associate - Oakland

TMC Financing -
Oakland, CA

Quick Apply

Job Details

Full-time
From $28 an hour
20 hours ago

Benefits

Paid parental leave
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Snacks provided
Vision insurance
401(k) matching
Gym membership
Flexible schedule

Qualifications

Closing coordination
Document preparation (loan closing)
Written communication
Customer relationship building
Follow-up (loan closing)
Attention to detail
Coordination (loan closing)
Clerical experience
CRM system proficiency
Time management

Full Job Description

Closing Associate - Oakland

Awarded “Best Places to Work” in the Bay Area for the 10th time, TMC Financing is looking for a Closing Associate to join our team. This is a great opportunity for someone eager to assist small businesses and do work that makes a difference!

Founded in 1981, TMC Financing is the largest provider of Small Business Administration (SBA) 504 commercial real estate financing in California, Arizona, Nevada, Oregon, and Hawaii. TMC consistently ranks among the top certified development companies nationwide, funding projects worth more than $16 billion. More than 8,000 businesses have benefitted from this financing, resulting in the creation of an estimated 63,000 jobs.

For more information, please visit our website at https://www.tmcfinancing.com/careers

The Position

This is an awesome opportunity for someone ready to use their skills to provide support to the Closing department. Key responsibilities include providing essential administrative and operational assistance to ensure loan files comply with SBA requirements and meet closing, submission, and funding deadlines. This role is vital in delivering exceptional customer service and building strong relationships with TMC clients, attorneys, lenders, and title and escrow contacts.

The perfect person for this role enjoys working independently and is good at time management and multitasking with exceptional attention to detail.

This role is based in our Oakland office and requires office attendance Monday – Friday.

Responsibilities

Reviewing new files in Closing.
Preparing and managing documents.
Coordinating communication with internal and external parties.
Organizing and tracking tasks to ensure timely processing.
Handling incoming and outgoing mail.
Reviewing submissions and preparing CSAs.
Organizing and uploading documentation.

Closing Support & Documentation Management

Work alongside the Closing Officer to ensure files transferred to the Closing Department meet all requirements.
Audit all platforms and note any missing/pending items for the Closer.
Review entity documentation, pull current information listed on state SOS.
Communicate with lenders and escrow officers to ensure close of escrow deadlines are met.
Monitor and update Box with documents Closers provide such as recorded Reconveyances.

Closing Packages & File Reviews

Prepare and submit closing packages under the Streamlined Closing Procedures, ensuring accuracy and completeness.
Work with attorneys and district counsel to resolve discrepancies and submit responses.
Assist in managing and auditing Complete File Reviews (CFR) for SBA compliance, ensuring missing items are collected.

Customer Service & Communication

Act as a liaison between Closing Attorneys and their staff. Assist in questions from our partners at SBA, Guidehouse and CSA.
Answer questions regarding the closing process and documentation requirements.

CSA & Loan Funding

Prepare and review CSA documents for each loan funding, ensuring accuracy and timely submission.
Follow up on CSA alerts and notifications to ensure timely loan funding.
Work with the Accounting Department to confirm lender participation fee payments.
Track and confirm debenture funding with CSA.
Update the digital and physical files on each loan with documents and clearances.

Collateral & Custody File Management

Prepare collateral and custody files for submission to SBA Service Centers.
Track sent and received checklists to ensure proper documentation handling.
Process and follow up on reconveyances of 504 interim loans.

Administrative & Compliance Support

Manage ACH data entry and wire confirmation emails.
Process tax service requests and ensure compliance.
Process and file incoming and outgoing mail received in the Oakland office.
Scan and upload documentation to online platforms, noting missing items and ensuring accuracy.
Assist with various administrative tasks, such as obtaining signatures, filing, faxing, scanning, generating FedEx labels, and creating templates/forms as needed.
Provide backup support for phone and front desk operations as needed.
Attend training sessions regularly to stay updated on changes to forms and procedures.

Qualifications

Bachelor's degree from a four-year college or university and 2-4 years of related experience; or equivalent combination of education and experience.
Knowledge of SBA loan documentation procedures, CDC experience, SBA experience, and/or commercial real estate lending experience highly recommended.
Notary certification and working knowledge of CRM databases preferred (Salesforce, BOX, Ventures a plus).
Excellent time management and project management skills, with the ability to track and manage details for multiple clients and projects in a fast-paced environment.
Strong attention to detail without compromising deadlines or focus.
Exceptional written and verbal communication skills, including professional email etiquette.
Strong problem-solving abilities and ability to work independently.
Ability to interact and collaborate effectively with diverse personality types and organizational levels.
Proficiency in MS Office applications, including Word, Excel, PowerPoint, and Outlook.
Strong customer service and phone etiquette skills.

Company Culture

At TMC Financing, we are a close-knit team of dedicated professionals passionate about helping small businesses thrive. Our headquarters are located in the vibrant Uptown Oakland, CA, where our casual and collaborative office atmosphere fosters creativity and innovation. We even welcome four-legged friends at work, making our environment as friendly as it is dynamic.

We offer a comprehensive and competitive benefits package designed to support your professional growth and personal well-being:

Flexible Schedules: Balance work and life with adaptable scheduling options.
Comprehensive Benefits: Enjoy excellent health, dental, and vision plans.
Generous Time Off: Receive a generous vacation and holiday package.
Workplace Perks: Benefit from weekly catered lunches, free snacks and beverages, and company-paid commuter checks.
Health & Wellness: Access gym reimbursement and other wellness initiatives.
Parental Leave: Paid maternity and parental leave to support your growing family.
Professional Growth: Participate in ongoing training and development opportunities.
Recognition & Rewards: Celebrate your hard work with parties, matching charity donations, and acknowledgment programs.
Growth Opportunities: We prioritize internal promotions whenever possible.

Apply Now

If you are interested in joining our team, email your resume to [email protected].

TMC Financing is an EOE. Thank you for your consideration.

The base pay for this role starts at $28.00 per hour plus incentive and bonus.

Job Type: Full-time

Pay: From $28.00 per hour

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Paid time off
Vision insurance

Application Question(s):

Are you able to work out of our Oakland office 5 days a week?

Work Location: In person

Quick Apply

Refine Your Search

Client Development Associate jobs in San Francisco, CA

Closing Associate - Oakland

Event Marketing Associate

Associate Director, East Bay Small Business Development Center

Cell Therapy Manufacturing Associate

Associate District Manager

Strategic Projects Associates

Research Associate - pharma

Research Assistant/Research Associate

Psychiatry Operations Associate

Strategic Project Associate

Development Business Operations Associate

Associate, Experienced Hire, United States

Enterprise AI Associate

Temporary Program Associate

Research Associate II, Bioprocess Development (Contract)

Associate / Associate Consultant - Analytics

Customer Support Associate

Vendor Outsourcing Associate

Administrative & Project Coordination Associate

Learning & Development — Associate, Curriculum Development

I want to receive the latest job alert for Client Development Associate in San Francisco, CA

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected