Controller with Property Management Experience

Managing multiple HOA's and HUD properties. Position coming available but might open up sooner for the right candidate. Headquartered in Emeryville Area. Please send your resume over to us at DynamicOAS@gmail.com
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Senior Relationship Manager

(Hercules, Pinole, San Pablo, El Sobrante) - Bank

General Description of Position:

Under general direction, a commercial lending opportunity to develop and service commercial banking customers, typically in manufacturing, distribution, retail, some real estate, non-profit and professional services industries.

To develop and implement marketing plans for clients with expanding businesses.

To provide credit, deposit and other banking services in conjunction with client management activities containing high levels of complexity and involving large amounts of money.

To ensure the timely processing of all credit authorizations and loan approvals.


Essential/Required Duties and Responsibilities:

Source prospective clients and manage existing banking relationships with new customers. Conducts interviews to develop information concerning the nature of a prospective customer’s business, financing or other needs. Formulates an opinion of whether relationships will be profitable and an acceptable risk. Decides loan terms and conditions if within own credit limits or makes recommendations to appropriate authority.

Analyzes credit to determine the ability of customers and prospective customers to qualify for ensuing borrowing requirements. Has ultimate responsibility for the credit, for preparation of related documentation and for obtaining approvals from higher authority when required.

Manages a portfolio of existing relationships and loans to ensure ongoing profitability and complete conformity with credit terms. Cross-sell financial solutions, including treasury management, specialized finance, institutional trust and private client services.

Provides suitable advice and counsel to existing and potential customers. Studies industrial, commercial, economic and financial situations relating to new or existing businesses. Makes recommendations on financial and organizational structures, locations and other matters on which the company may wish to have information.

Develops a basic understanding of the benefits of all non-credit financial products sold by the Bank, including Retail Banking, Treasury Management, Investment Management, Trade Finance and Wealth Management.

Consults with CB Senior Manager on larger loans and lines; keeps him/her informed of the status of other loans and relationships.

Assists in the training of less experienced lenders in credit analysis and the use of credit analysis software. Contributes feedback for performance appraisals.

Participates in community organizations and events; represents the Bank as a responsible and caring corporate citizen and as a representative of Bank management.

Exercises the usual authority of a supervisor related to all human resources issues in conjunction with the CB Senior Manager, including staffing, performance appraisals, promotions, salary recommendations, terminations, coaching, training and development. Ensures that compliance training and standards are met.

Desired, But Not Essential Responsibilities:

Develops a basic understanding of the benefits of all non-credit financial products sold by the Bank, including Retail Banking, Corporate Financial Services, Hilltop Investments, Trade Finance and Wealth Management.

Develops an understanding of basic bank operations.

Attends educational programs appropriate to current or future responsibilities.

Performs others tasks as assigned by the Team Leader.

Essential/Required Knowledge, Skills, Abilities, Education and Experience:

Two to six years related commercial lending and some commercial real estate loan experience and/or training; or Bachelor’s degree (B.A./B.S.) from four-year college or university; or a related university certificate program; or equivalent combination of education and experience. Experience should include complex commercial and/or commercial real estate loans made to large corporate customers and secured by various types of collateral.

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or government regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, customers, the general public and professional peers. A solid understanding of business and banking terminology. Demonstrated business development skills. Comfortable selling to varied prospects, networking, cold calling and speaking before groups.

Ability to work with mathematical concepts such as statistical inference and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to business related situations. Basic understanding of accounting, including financial statement and credit analysis skills.

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. Demonstrated negotiation skills.

Ability to create new word processing and spreadsheet files using generally accepted formats. Ability to use data base programs and other banking specific programs and to access reports. Ability to use software documentation and help features. Aptitude for learning advanced features and specialized software programs.

Ability to develop and manage a portfolio between $20 - $40 million.

Helpful Knowledge, Skills, Abilities, Education and Experience:

Master of Business Administration with an emphasis in finance.

A minimum of five years prior experience as a Relationship Manager or equivalent lending experience.

Membership in relevant trade associations or bank trade groups.

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Senior Trust Officer - Banking

Senior Trust Officer - Oakland - Bank
10+ years preferred Banking Experience
The Senior Trust Officer is responsible for the complete administration of trust accounts up to and including complex situations or with relationships that are normally more important and difficult in nature. To represent the Bank in contacts with customers, attorneys, beneficiaries, other related parties and in court hearings.
• Senior executive who can deliver sophisticated estate planning administration
• Understands networking and business development
Please contact us for more details.
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Collectors Needed!

(Pleasanton, CA) A great position with a great international auto company working in their finance dept. Outbound collection calls. Long term temporary. Must have good credit. Bilingual (English/Spanish) a plus.

Contact Dynamic Office & Accounting Solutions at dynamicOAS@gmail.com to submit your resume.
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Project Coordinator

(San Ramon, CA) (Company Confidential) is currently seeking a Project Coordinator for our rapidly growing business. The successful candidate will act as a liaison between the company, its clients, internal departments and carriers in coordinating installation and billing projects for local, long distance, Internet, and WAN services. The Project Coordinator will also audit and enter orders into an OSS platform, provide support for service issues; respond to client inquiries; and assist on special projects.

Company Introduction:
(Company Confidential) is a Telecom Management Service Provider focused on helping businesses reduce their communication costs, while simplifying the management of those services. We manage our clients’ entire telecom lifecycle, including design, procurement, customer service, technical support, and bill consolidation. We provide our customers with a true single point of contact for all their communication needs, nationwide. We are delivering innovative voice, data, and technology solutions to the small and medium size business, while taking the burden of managing these complex telecommunication solutions off of the business. This will allow our clients to focus on their core business, while we manage their communications portfolio, focusing on eliminating upfront capital expenditures, and reducing monthly recurring fees.


ESSENTIAL FUNCTIONS:

Coordinate new installations, moves, and disconnect orders and projects

Coordinate new service and installation dates with Account Managers, Implementation Engineers, affiliates, customers, and vendors.

Ensure that all clients’ milestones and deliverables are met in a timely manner, including time sensitive moves, new products, multi-carrier and/or multi-product solutions

Work with the Team to continuously evaluate whether anything is prohibiting the commitments outlined during the sales process from being met in a timely manner, based on the timeline expected by and promised to the client

Ensure adherence to provisioning guidelines and fundamentals to provide accurate and timely communication with customers.

Maintain internal tracking databases up to date

Assist in maintaining an accurate client inventory

Assist on special projects

QUALIFICATIONS:

1-2 years of experience in project coordination, preferably in the telecommunication industry with knowledge of applications such as MS Project.

Strong written and verbal communication skills.

Strong PC skills including in depth knowledge of MS Word, Excel, Outlook

Strong data entry skills

Strong analytical and problem solving skills

Excellent organizational, time management, and multi-tasking skills

Attention to detail and accuracy

Ability to work autonomously and in a team environment

Self-motivated, with high learning aptitude, and initiative

1-2 years of experience in telecommunication technologies including Local, Long Distance, Data, Internet and high cap services desirable.

3-4 years of demonstrated experience within a fast paced customer service environment

Demonstrated experience with client relations and vendor interface

1-2 years of demonstrated experience with various carriers including facilities-based and non-facilities-based CLECs, and ILECs; experience with RBOCs and other large/national connectivity providers.

BA/BS strongly preferred

The successful applicant will enjoy a high-energy and rewarding work environment with great potential for growth, opportunity and recognition. The employer offers a competitive compensation package and actively encourages professional development.
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Dispatchers Needed ASAP - SF

(San Francisco) National telecom company needs dispatchers ASAP! You will be handling customer service calls, scheduling appointments and properly documenting the info into their system. There are two shifts, Tues- Sat 10am-7pm, and Sun - Thurs 10am-7pm.
Interviews are happening the week of May 25.

Long Term contract position. Pay $15/hr. Please send your resume to dynamicoffice@gmail.com More Details.