Last updated: 2025-06-27
20 Financial Services Sales And Management jobs in San Diego.
Hiring now: Dealership Account Manager @ Lendbuzz, Product Development Specialist @ Plaza Home, Jr Originator @ Marcus Mil, Multiple Positions In Business Banking @ Citizens, Commercial Loan Specialist @ Banner Ban, Loan Officer @ Orchard, Alternative Investment Sales Specialist @ Lincoln Fi, Loan Sales Specialist @ Onemain Fi, Private Client Advisor Ii @ Bank Of Am, Financial Service Representative @ Travis Cre. Explore more at at jobswithgpt.com
🔥 Skills
Customer Experience (4)
Wealth Management (4)
Risk Management (4)
Client Management (3)
customer service (3)
Business Development (3)
market share (2)
relationships (2)
Fannie Mae (2)
Freddie Mac (2)
📍 Locations
San Diego (16)
Carlsbad (1)
Escondido (1)
La Mesa (1)
Lendbuzz
A company focused on driving success in the automotive industry through innovation and diversity.
Dealership Account Manager
San Diego
- Skills: automotive industry, dealership partnerships, field sales, market share, relationships, innovation, diversity, sales team, account manager, auto finance
- Experience: Auto finance expertise
- Type: Full-time
Plaza Home Mortgage, Inc.
Plaza Home Mortgage, Inc. is a privately owned, full-service national lender, offering Wholesale, Correspondent, Renovation and Reverse residential mortgages. …
Product Development Specialist
San Diego
- Skills: Product Development, Loan Programs, Customer Experience, Fannie Mae, Freddie Mac, Mortgage Insurance, Secondary Market, Business Areas, Guidelines Maintenance, Investor Relationships
- Type: Full-time
Marcus & Millichap Capital Corporation
a subsidiary of Marcus & Millichap, Inc. (NYSE:MMI)
Citizens
A leading financial institution committed to community and customer service.
Multiple Positions in Business Banking
San Diego
- Skills: Business Banking, Commercial Banking, Data Analytics, Wealth Management, Mortgage, Risk, Technology, Customer Service, Administrative, Finance
- Type: Full-time
Banner Bank
With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, Banner Bank provides a source of capital to p…
Commercial Loan Specialist
Carlsbad
- Skills: commercial lending, loan closings, loan perfection, customer service, financial support, banking centers, staff support, asset management, community engagement, business financing
Orchard
Orchard is radically simplifying the way people buy and sell their homes, reimagining the home purchase and sale process with innovative tools and support from…
Loan Officer
San Diego
- Skills: loan officer, mortgage services, real estate, customer service, consultative sales, pipeline management, pre-approvals, Fannie Mae, Freddie Mac, relationship building
- Experience: At least 3+ years experience with lending experience and an active NMLS license or registered (California required)
- Type: Full-time
Plaza Home Mortgage, Inc.
Plaza Home Mortgage, Inc. is a privately owned, full-service national lender, offering Wholesale, Correspondent, Renovation and Reverse residential mortgages.
Collateral Specialist
San Diego
- Skills: collateral, delivery, loan purchase, monitoring, exceptions, mortgages, residential, customer experience, relationships, programs
Lincoln Financial
Lincoln Financial is a financial services company focusing on products like annuities, life insurance, and retirement plans, with a history of 120 years.
Alternative Investment Sales Specialist Account Executive
San Diego
- Skills: alternative investments, sales, wealth management, advisors, fund roadshows, client relationships, market share, cross sell, education, compliance
- Experience: 3-5+ years in alternatives distribution
- Type: Full-time
OneMain Financial
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being …
Loan Sales Specialist
San Diego
- Skills: Loan Sales, Customer Service, Financial Sales, Collections, Bilingual, Customer Care, Business Development, Goal Oriented, Compassionate, Multi Tasker
- Type: full_time
Bank of America
Private Client Advisor II
San Diego
- Skills: Business Development, Client Management, Client Solutions, Advisory, Wealth Planning, Analytical Thinking, Risk Management, Relationship Building, Attention to Detail, Collaboration
- Type: full_time
Travis Credit Union
Financial Service Representative
San Diego
- Skills: customer service, financial goals, community events, cash management services, banking regulations, retail sales experience, branch balancing, CRMs, financial literacy, deposit accounts
- Type: full_time
Bank of America
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Sr. Merchant Specialist
San Diego
- Skills: merchant business, contract negotiations, portfolio management, C-level sales, payment interfaces, client relationships, merchant solutions, data security, business development, account management
- Type: full_time
Xplor
We are the first global platform combining SaaS with embedded payments and tools to help businesses grow and succeed. We offer software solutions in fast-growi…
Regional Sales Director, Direct Sales
San Diego
- Skills: sales team management, payment acquisition, reporting, merchant accounts, Clearent products, prospecting, performance goals, collaboration, goal setting, team development
- Type: full_time
Intuit
TurboTax National Sales/Lead Manager
San Diego
- Skills: Sales, TurboTax, Lead Manager, Financial Technology, Customer Success, Taxation, Data Analysis, Business Development, Software Solutions, Team Leadership
- Type: full_time
Bank of America
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Business Solutions Advisor
La Mesa
- Skills: Client Management, Customer Experience, Risk Management, Sales Performance, Client Solutions Advisory, Relationship Building, Pipeline Management, Debt Solutions, Credit Assessment, Financial Wellness
- Type: full_time