Processing Associate
Working Capital Marketplace —Irvine, CA
- $39,520 a year
- Full-time
- Customer service
- Office
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
3d
Personal Banker Associate II - Westcliff Newport Beach
Fifth Third Bank —Newport Beach, CA
- $43,680 - $69,900 a year
- Full-time
- Mid-level
- Office
- Math
4d
SBA Associate
City National Bank —Irvine, CA
- $78,970 - $126,140 a year
- Full-time
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Associate Banker
BMO Financial Group —Irvine, CA
- $43,100 - $58,300 a year
- Part-time
- Inventory management
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
8d
Personal Banker Associate I - Tustin/Costa Mesa/New Port Beach
Fifth Third Bank —Irvine, CA
- $43,680 - $69,900 a year
- Full-time
- Office
- Math
- Travel
Personal Banker Associate II - Huntington Beach
Fifth Third Bank —Huntington Beach, CA
- $43,680 - $69,900 a year
- Full-time
- Mid-level
- Office
- Math
10d
Part Time Associate Banker Laguna Beach (30 hours)
JPMorganChase —Laguna Niguel, CA
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Entry level
- Health insurance
- Tuition reimbursement
1d
Wholesale Funding Associate
Hyundai Capital America —Irvine, CA
- $48,552 - $72,828 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Research
- Health savings account
- Disability insurance
Analyst-Mortgage Banking Associate
Newmark —Irvine, CA
- $75,000 - $90,000 a year
- Full-time
- Mid-level
- Analysis skills
- Bachelor's degree
Personal Financial Associate - Huntington Beach, CA
Kinecta Federal Credit Union —Huntington Beach, CA
- $20 - $25 an hour
- Part-time
- Computer literacy
- Basic math
- Office
- Health savings account
- Loan repayment program
Quick Apply
MORTGAGE BANKING ASSOCIATE
Wolfe & Wyman —Irvine, CA
- Email
- Writing skills
- Mid-level
- Banking
Associate Relationship Manager, Banking Services (Hybrid)
First American Trust, F.S.B. —Santa Ana, CA
- $85,000 - $113,300 a year
- Full-time
- Microsoft Outlook
- Mid-level
- 3 years
- Employee stock purchase plan
- Health insurance
Quick Apply
4d
Associate Banker-Bilingual Chinese Preferred
East West Bank —Irvine, CA
- $20.00 - $21.50 an hour
- Weekends as needed
- Microsoft Excel
- High school diploma or GED
- Bachelor's degree
- Opportunities for advancement
Associate Director of Digital Banking & Treasury Services
Leoforce —Seal Beach, CA
- $160,000 - $220,000 a year
- Bachelor's degree
- Product management
- Experience equivalent to degree accepted
- Profit sharing
- 401(k)
Quick Apply
9d
Customer Service Associate
Hanmi Bank —Irvine, CA
- $34,320 - $43,600 a year
- Full-time
- Word processing
- Computer literacy
- Basic math
- Paid holidays
- Disability insurance
Quick Apply
8d
Loan Officer Associate
Lennar —Irvine, CA
- $19.36 - $21.00 an hour
- Weekends as needed
- Construction site
- Bachelor of Science
- Office
- Paid parental leave
- Health insurance
12d
Part Time (30 Hours) Associate Banker, South Coast Branch, Santa Ana, CA Bilingual Spanish Required
JPMorganChase —Santa Ana, CA
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Entry level
- Health insurance
- Tuition reimbursement
3d
Associate Market Manager
Morgan Stanley —Newport Beach, CA
- $150,000 - $160,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Paid holidays
Part Time (30 hours) Associate Banker, Westminster Beach Branch, Westminster, CA Bilingual Vietnamese Required
JPMorganChase —Westminster, CA
- $22.50 - $27.60 an hour
- Part-time
- English
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
2d
Part Time Associate Banker Brea (30 hours)
JPMorganChase —Brea, CA
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Entry level
- Health insurance
- Tuition reimbursement
1d

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banking associate jobs near newport beach ca

Processing Associate

Working Capital Marketplace
Irvine, CA

Quick Apply

Job Details

Full-time
$39,520 a year
3 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Snacks provided
Vision insurance
401(k) matching
Employee discount
Opportunities for advancement
Food provided

Qualifications

Customer communication

Full Job Description

Benefits:

401(k)
401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Employee discounts
Free food & snacks
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance

Processing Associate

Irvine, CA (In-Office)

Full-Time (On-site)

$39,520 Base + Performance Bonuses

Be the Driving Force Behind Every Funded Deal

At Working Capital Marketplace, our Processing Associates are the engine that keeps deals moving. You'll work hand-in-hand with our sales team and lending partners to ensure transactions are packaged correctly, submitted efficiently, and funded as quickly as possible.

If you're highly organized, thrive in a fast-paced environment, and enjoy managing multiple priorities at once, this is an opportunity to build a rewarding career with a growing company.

What You'll Do

As a Processing Associate, you'll be responsible for managing a pipeline of 40–60 active files while ensuring each transaction moves seamlessly from submission to funding.

Responsibilities

Manage 40–60 active client files simultaneously while maintaining accuracy and attention to detail.
Work directly with our network of lending partners to place, process, and fund transactions.
Efficiently collaborate with the sales team to package and prepare complete files for lender submission.
Serve as the primary conduit between our sales team and lending partners, ensuring clear communication and timely updates throughout the funding process.
Track, label, and maintain accurate submission, approval, and funding data within our CRM and internal systems.
Review files for completeness and proactively request any missing documentation.
Monitor deal progress, identify roadblocks, and help keep transactions moving toward funding.
Maintain detailed notes and accurate records in Salesforce.
Deliver a high level of customer service and professionalism when communicating with internal teams and external partners.

What We're Looking For

Exceptional organizational and multitasking skills.
Ability to manage a high-volume workload without sacrificing quality.
Strong attention to detail and a sense of urgency.
Excellent written and verbal communication skills.
Comfortable working in a fast-paced, team-oriented environment.
Experience with CRM systems (Salesforce is a plus).
Previous experience in loan processing, financial services, banking, mortgages, operations, or administrative support is preferred but not required.

Why Working Capital Marketplace?

Every day, we help small businesses across the country secure the capital they need to grow. Our Processing Associates play a direct role in making that happen by ensuring deals are packaged, submitted, and funded efficiently.

If you're looking for a career where your organization, communication, and problem-solving skills make a real impact, we'd love to hear from you.

Ready to Join the Team?

If you're motivated, detail-oriented, and ready to be part of a company that's growing rapidly, apply today and help us turn opportunities into funded deals.

Quick Apply

Refine Your Search

banking associate jobs in newport beach ca

Processing Associate

Personal Banker Associate II - Westcliff Newport Beach

SBA Associate

Associate Banker

Personal Banker Associate I - Tustin/Costa Mesa/New Port Beach

Personal Banker Associate II - Huntington Beach

Part Time Associate Banker Laguna Beach (30 hours)

Wholesale Funding Associate

Analyst-Mortgage Banking Associate

Personal Financial Associate - Huntington Beach, CA

MORTGAGE BANKING ASSOCIATE

Associate Relationship Manager, Banking Services (Hybrid)

Associate Banker-Bilingual Chinese Preferred

Associate Director of Digital Banking & Treasury Services

Customer Service Associate

Loan Officer Associate

Part Time (30 Hours) Associate Banker, South Coast Branch, Santa Ana, CA Bilingual Spanish Required

Associate Market Manager

Part Time (30 hours) Associate Banker, Westminster Beach Branch, Westminster, CA Bilingual Vietnamese Required

Part Time Associate Banker Brea (30 hours)

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