Top 1466 transaction manager Jobs in irvine ca

Investment Coordinator
CDF Capital —Irvine, CA
- $27 - $29 an hour
- Full-time
- Background check
- Mid-level
- Computer skills
- Health insurance
- Dental insurance
Quick Apply
Senior Technical Accounting Manager
Edwards Lifesciences —Irvine, CA
- $121,000 - $171,000 a year
- Full-time
- CPA
- Research
- Office
Corporate Accounting Manager
Addison Group —Irvine, CA
- $140,000 - $160,000 a year
- CPA
- 5 years
- Office
- Health savings account
- Paid holidays
Quick Apply
VP of Finance
eJam —Santa Ana, CA
- $195,000 - $235,000 a year
- Full-time
- CPA
- Office
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Controller (Healthcare)
Share Ourselves —Newport Beach, CA
- $125,000 - $146,000 a year
- Full-time
- Background check
- Research
- 3 years
- 403(b) matching
- AD&D insurance
Quick Apply
Transaction Manager, Site Acquisition – RAN
Rivian —Irvine, CA
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Communication skills
Quick Apply
Accounts Payable Clerk
PlayStation Global —Santa Ana, CA
- $73,700 - $110,500 a year
- Overtime
- Microsoft Excel
- Mid-level
- Office
- Wellness program
- Health insurance
14d
Property Manager
Stream Realty —Irvine, CA
- Full-time
- Mid-level
- Office
- Analysis skills
- Health savings account
- Paid holidays
Quick Apply
Assistant Property Manager
Stream Realty —Irvine, CA
- Full-time
- Mid-level
- Office
- Real Estate License
- Health savings account
- Paid holidays
Quick Apply
Accounting Manager / Controller (Bilingual in English and Korean)
OCR-GLOBAL —Buena Park, CA
- From $80,000 a year
- Full-time
- CPA
- 5 years
- English
- Paid holidays
- Health insurance
Quick Apply
1d
Senior Underwriter & Underwriter
EMET LENDING GROUP —Brea, CA
- $80,000 - $100,000 a year
- Full-time
- Sales
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Licensed Real Estate Agent
Wealth Managers —California
- $66,183.88 - $115,231.00 a year
- Call employer
- Remote
- Mid-level
- Real Estate License
- Commercial
- Work from home
- Professional development assistance
Quick Apply
Self Storage Facility Manager – Lake Forest – Monthly Bonus Program
Lock & Leave Storage Centers —Lake Forest, CA
- $20 - $23 an hour
- Weekends as needed
- Background check
- Inventory management
- Ability to walk for extended periods
- Health insurance
- Dental insurance
Quick Apply
Sales Manager
405 Cabinets & Stone —Fountain Valley, CA
- $100,000 - $150,000 a year
- Full-time
- Marketing
- 8 years
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Accounting Operations Manager
PMP Management —Irvine, CA
- $85,000 - $95,000 a year
- Full-time
- Background check
- 5 years
- ERP systems
- Health savings account
- Health insurance
Quick Apply
Sales Associate
Robbins Brothers —Costa Mesa, CA
- $45,000 - $90,000 a year
- Weekends as needed
- Merchandising
- Quality control
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Accounts Receivable Specialist
iStaffing inc —Irvine, CA
- $25 - $27 an hour
- Full-time
- Oracle
- 5 years
- English
- Health insurance
- Dental insurance
Quick Apply
Accounts Payable Associate Manager( Bilingual in Chinese)
Yami —Brea, CA
- $80,000 - $95,000 a year
- Full-time
- Customer service
- English
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
13d
Bilingual Ocean Import Operator (NVOCC/Freight Forwarding)
Neptune Shipping Limited —City of Industry, CA
- $4,500 - $4,800 a month
- Full-time
- Customer service
- English
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Store Manager
CHAGEE Modern TeaHouse —Costa Mesa, CA
- $70,000 - $80,000 a year
- Weekends as needed
- ServSafe
- Mid-level
- Travel
- Paid training
- Health insurance
Quick Apply
11d

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transaction manager jobs near irvine ca

Investment Coordinator

CDF Capital -
Irvine, CA

Quick Apply

Job Details

Full-time
$27 - $29 an hour

Benefits

Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Professional development assistance
Life insurance
Referral program

Qualifications

Financial transaction processing
Computer skills
Productivity software
Associate's degree
Client interaction via phone calls

Full Job Description

Job Summary
The Investment Coordinator provides superior customer service primarily through making outbound and receiving inbound calls in the Call Center. Performs a variety of tasks to plan and accomplish goals in handling all areas of the customer’s needs. Works under the close supervision of the Investment Relations Manager and uses initiative and independent judgment within established policy and procedural guidelines.

Duties

Phone contact and follow-up with prospective customers who have expressed interest in CDF investments
Track customer contact in CRM software
Track pending new investment applications until completed
Contact customers with renewing investments for the purpose of investment retention
Assist call-in customers with investment renewal or other servicing assistance
Input completed new investment and renewal information into Phoenix software
Periodic posting of investments, withdrawals, ACH transactions, incoming and outgoing wires
Process incoming checks for bank deposit
Distribute/respond to incoming emails
Provide general clerical support to the Investment team

Key Qualifications

As we are a faith-based non-profit, faith in Jesus Christ and involvement in a local Christian church are required.
Series 63 license, or the ability to study for and pass it
Three years of experience in a similar industry (preferably banking or investment servicing)
At least two years of post high school education
Strong oral and written communication skills
Strong computer skills, including experience using Microsoft 365 products
Strong problem solving skills with the ability to develop and/or recognize creative, appropriate solutions that enhance team services.

Willing and able to adjust to multiple demands, shifting priorities, and rapid change to reach team objectives

Pay: $27.00 - $29.00 per hour

Expected hours: 40.0 per week

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Life insurance
Paid time off
Professional development assistance
Referral program
Tuition reimbursement
Vision insurance

Application Question(s):

This is not a hybrid or remote position. Can you commit to commuting to Irvine, CA Monday-Friday?

Work Location: In person

Quick Apply

Refine Your Search

transaction manager jobs in irvine ca

Investment Coordinator

Senior Technical Accounting Manager

Corporate Accounting Manager

VP of Finance

Controller (Healthcare)

Transaction Manager, Site Acquisition – RAN

Accounts Payable Clerk

Property Manager

Assistant Property Manager

Accounting Manager / Controller (Bilingual in English and Korean)

Senior Underwriter & Underwriter

Licensed Real Estate Agent

Self Storage Facility Manager – Lake Forest – Monthly Bonus Program

Sales Manager

Accounting Operations Manager

Sales Associate

Accounts Receivable Specialist

Accounts Payable Associate Manager( Bilingual in Chinese)

Bilingual Ocean Import Operator (NVOCC/Freight Forwarding)

Store Manager

I want to receive the latest job alert for transaction manager in irvine ca

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