Top 603 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
1d
Business Development Associate
Motivate —San Francisco, CA
- $70,000 - $90,000 a year
- Weekends as needed
- Hybrid work
- Mid-level
- Office
- Business development experience
- Paid parental leave
- Disability insurance
Quick Apply
6d
Brand Ambassador/Sales Associate
GGG Executives Incorporation —S San Fran, CA
- $20 - $26 an hour
- Full-time
- No experience needed
- High school diploma or GED
- In-person
- Paid training
- Mileage reimbursement
Quick Apply
12d
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
Entry Level - Wealth Management Associate
Equitable Advisors —San Francisco, CA
- $39,000 - $125,000 a year
- Full-time
- Sales
- Office
- Bachelor's degree
- Health savings account
- Employee stock purchase plan
Quick Apply
Customer Support Associate
Delphi —San Francisco, CA
- Weekends as needed
- Mid-level
- Office
- 2 years
- Health insurance
- Dental insurance
Luxury Residential Hospitality Associate- San Francisco
Action Property Management —San Francisco, CA
- $25 - $35 an hour
- Full-time
- 18 years or older
- Pass drug screening
- Mid-level
- Paid holidays
- 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
Hotline Program Associate
Felton Institute —San Francisco, CA
- $20 - $24 an hour
- Part-time
- Writing skills
- Microsoft Office
- Travel
- 403(b) matching
- Health insurance
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 Service Associate
Confidential —San Leandro, CA
- $900 - $1,300 a week
- Full-time
- Background check
- In-person
- Communication skills
- 401(k)
- Opportunities for advancement
Quick Apply
8d
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
Analytical Operations Associate - Flow Cytometry
Yoh, A Day & Zimmermann Company —San Francisco, CA
- $35 - $40 an hour
- Monday to Friday
- Mid-level
- Analysis skills
- Bachelor's degree
- Health savings account
- Disability insurance
Quick Apply
On Call Program Associate
Felton Institute —San Francisco, CA
- $27.54 an hour
- Part-time
- Writing skills
- Microsoft Office
- Psychology
Associate Technical Support Specialist
Milestone Technologies, Inc. —San Francisco, CA
- $27.31 - $28.65 an hour
- Windows
- Communication skills
- Entry level
14d
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
Client Services Associate
JLQ CONSTRUCTION INC —San Francisco, CA
- $59,891.25 - $68,901.30 a year
- Part-time
- Mid-level
- US work authorization
- Communication skills
- Health insurance
- Paid time off
Quick Apply
14d
Associate Consultant - CMC Development & Analytics
ZS —South San Francisco, CA
- Online Application
- English
- Mid-level
- Office
- Work from home
- Opportunities for advancement
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
Strategic Projects Associates
HireNow Staffing —San Francisco, CA
- $80,000 - $110,000 a year
- Extended hours
- Computer science
- Computer Science
- Office
Quick Apply

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Closing Associate - Oakland

TMC Financing -
Oakland, CA

Quick Apply

Job Details

Full-time
From $28 an hour
1 day 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

Business Development Associate

Brand Ambassador/Sales Associate

Event Marketing Associate

Entry Level - Wealth Management Associate

Customer Support Associate

Luxury Residential Hospitality Associate- San Francisco

Psychiatry Operations Associate

Hotline Program Associate

Associate / Associate Consultant - Analytics

Customer Service Associate

Cell Therapy Manufacturing Associate

Analytical Operations Associate - Flow Cytometry

On Call Program Associate

Associate Technical Support Specialist

Learning & Development — Associate, Curriculum Development

Client Services Associate

Associate Consultant - CMC Development & Analytics

Temporary Program Associate

Strategic Projects Associates

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