Candidates - California People Search

Why California People Search?

We would love to work with you to find your dream job! At California People Search what you will see is passion and excitement in helping you succeed in the next chapter of your career. We will schedule time to find out what you’re looking for in a new job and get to know you, find out your short and long term goals, find out what you love and are passionate about, and most importantly find you the dream job you are looking for. So reach out and see for yourself what sets us apart from the others. Let us help you navigate your way…you will not be disappointed. We specialize in the unique niche of executive assistants, administrative support, and human resource professionals but usually have other positions available to be filled.

Loan Specialist

Are you willing to take initiative and make decisions? Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us!

 

As a loan specialist, you would be responsible for ensuring that all single and multi-family residential and commercial lines/loans are set up, processed & underwritten in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities focus on successfully analyzing tax returns and financials ranging from complex to simple for various types of borrowers.  Individual must have a thorough understanding of processing, documentation, and underwriting.

 

What you’ll do as a Loan Specialist:

  • Communicate with customers, providing excellent customer service and ensuring the customer relationship is maintained at the highest possible level.
  • Review set-up loan files for completeness and identify missing documentation and/or problems
  • Analyze each loan file, ensuring the LAW form, loan narrative (if applicable), appraisal(s), application, preliminary title report and verifications meet secondary market and Bank loan program criteria and are accurately documented.
  • Prepare loan files for funding by reviewing the analysis for accuracy and by completing the Request for Documents form to ensure all regulatory information and loan terms are accurately input into the computer system to meet compliance requirements
  • Complete KYC Flightpath compliance for all loan types
  • Utilize and apply FNMA lending guidelines and other industry compliance regulations
  • Prepare pre-qualification and/or commitment letters for loan officer review.

 

You could be a great fit if you have:

  • A high school diploma required (college degree preferred).
  • 3 – 5 years of experience in residential processing & underwriting is required, commercial and/or construction loan processing and underwriting suggested but not required.
  • Advance computer skills are required.
  • Additional work experience with an emphasis on customer service preferred.

 

Job Demands:

  • Must be able to review and analyze data reports and manuals; must be computer proficient.
  • Must be able to communicate effectively via telephone and in person.

We want hard working team players. You’ll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability.

Please send your resume to puja@capeoplesearch.com

Senior Loan Specialist

Are you willing to take initiative and make decisions? Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us.

 

In Relationship Management Team Support, we document, process, and underwrite both residential and commercial loans. We provide exceptional client service to internal and external partners. We support our Relationship Managers in all aspects of the loan process to ensure that we are delivering a seamless lending experience to our clients.

 You would be responsible for ensuring that all single and multi-family residential and commercial lines/loans are set up, processed & underwritten in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities focus on successfully analyzing tax returns and financials ranging from complex to simple for various types of borrowers.  Individual must have a thorough understanding of SFR processing, documentation and underwriting.

 

What you’ll do as a Senior Loan Specialist:

  • Underwrite and process complex home loans and HELOCs for high net worth borrowers.
  • Analyze each loan file, ensuring the Loan Approval Worksheet (LAW form), loan narrative (if applicable), appraisal(s), application, preliminary title report and verifications meet secondary market and Bank loan program criteria and are accurately documented.
  • Review loan files within the company’s paperless system for completeness and proper classification/organization and identify missing documentation or potential problems and generate needs lists for clients.
  • Reviews applications and all pertinent disclosures to ensure compliance with all Federal, State, investor requirements and bank policies are met and upheld
  • Communicate with Relationship Managers and clients to collect information and documentation necessary to finalize incomplete loan packages
  • Maintains an open line of communication and correspondence between involved parties. This includes and is not limited to Borrower, Escrow, Title, ELC, RM, CS, Processor, Closer, Funder, Appraisal Desk, Rate Lock Desk, Investor Support Desk and third party vendors.
  • Manage loans through closing and funding stage. Work with escrow to satisfy all conditions and coordinate closings
  • Ability to meet productivity expectations in a fast paced, high volume environment with pipeline and conditions management, while maintaining good quality and client satisfaction results
  • Perform duties & responsibilities specific to department functions & activities.
  • Providing excellent customer service and ensuring the customer relationship is maintained and the highest possible level
  • Performs other duties & responsibilities as required or assigned by supervisor.
  • Responsibilities include the following:  1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training,  4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
  • Follow the lending guidelines from FannieMae and nonconforming secondary market investors, along with other industry regulations.

You could be a great fit if you have:

  • Bachelor’s Degree or equivalent work experience
  • Underwriter Level III preferred
  • 3-5 years’ experience in analyzing loans, personal finance and experience with manually underwritten and/or non-conforming loan amounts
  • 3-5 years’ experience in residential real estate loan analysis specifically in borrower analysis and cash flow.
  • Extensive work experience in residential real estate loan underwriting is required.
  • Experience reviewing complex financial documents such as personal and/or business tax returns, K-1 schedules and financial statements
  • Knowledge with entity formation docs and trust agreement/certification preferred
  • Expert-level knowledge of overall lending processes, including underwriting, funding, and loan processing
  • Ability to prioritize multiple tasks in a deadline-driven environment; strong sense of urgency and responsiveness.
  • Strong organizational skills, with the ability to manage multiple assignments and priorities is essential while delivering desired results
  • Strong teamwork and partnering skills with ability to effectively manage the expectations of multiple internal/external constituents.
  • Excellent analytical skills; ability to quickly understand complex problems and recommend solutions.
  • Strong knowledge of complex personal and business financial analysis, tax returns and balance sheet analysis, including cash flow analysis.
  • Effective written and verbal communication/presentation skills.
  • Intermediate skills in computer terminal and personal computer operation; Microsoft Office applications including but not limited to: Word, Excel, PowerPoint and Outlook
  • Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), TILA RESPA Integrated Disclosure (TRID), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA).
  • Additional work experience with an emphasis on customer service preferred.

 

Job Demands:

  • Must be able to review and analyze data reports and manuals; must be computer proficient.
  • Must be able to communicate effectively via telephone and in person.

We want hard working team players. You’ll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability.

This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship.

 

Please send your resume to puja@capeoplesearch.com

Jr.Data Analyst

Our client is a mission-driven group of innovators, doers and believers dedicated to one dream – make cybersecurity easy looking to hire a Jr. Data Analyst, you will be responsible for identifying new types of email attacks, validating detections made by our algorithms and updating our machine learning models.

Core responsibilities:

Identify fraudulent email, sensitive data and new attack strategies Validate detections performed by our algorithms across large volumes of data

Update data sets and models frequently

Work with XFN teams such as Threat research, Data Science and Customer success to stay ahead of the attackers

Requirements:

Attention to detail is critical to this role.

You will have to spot the smallest difference between what’s malicious and what’s not

Self-starter and tireless work ethic. Attackers are relentless and to protect our customers from fraud, we have to be the same way. Rapid response. You will be in on incident response rotations that require rapid response to new attack types. Strong critical thinking skills. If you can solve puzzles you will be good at identifying missing pieces. If stopping bad guys from stealing money sounds interesting to you, come talk to us!

Please send your resume to becki@capeoplesearch.com

 

The Executive/Personal Assistant provides administrative and personal support to the Chairman and his family members. This is a highly visible role that interacts with all levels of the business including partners in a different country. The ideal candidate is reliable, motivated, discreet, personable and has strong business/support skills and the ability to anticipate the needs of the Chairman.

 

Responsibilities:

Executive Assistant (50%)

 

Administrative support to the Chairman including maintaining the calendar, scheduling and confirming meetings, drafting correspondence and prioritizing tasks to maximize productivity

Act as the liaison between the Chairman and internal departments and external partners

Plan and manage all aspects of the Chairman’s business travel

Screen and direct phone calls as appropriate

Assist in the planning of business meetings including travel, catering and the preparation of presentation materials

 

 

Provide administrative support to the Executive Director and assist with grant administration

Translate Chinese business materials including correspondence, and business information Personal Assistant (50%)

Coordinate, prioritize and manage personal tasks for the Chairman including managing household activities and personal errands

Prepare holiday communications for distribution on behalf of the Chairman and his family including cards and e-cards

Develop detailed travel plans for the Chairman, his family members and special guests

Manage personal properties, cars and other family support staff

Manage the families calendar scheduling both business and personal events

 

Qualifications:

Bachelor’s degree preferred

Minimum 10 years of experience providing executive and personal support to C-level individuals

Strong language skills including bilingual with English and Chinese (Mandarin)

Excellent verbal and written communication skills with the ability to proofread

documents and make edits as needed

Must be able to handle sensitive and highly confidential information

Must be highly organized, detail oriented and able to manage/execute multiple

ongoing projects and deadlines

Strong Microsoft Office skills with advanced knowledge of Word, Excel and PowerPoint

Instinctively anticipates critical tasks and needs

 

Personal Qualities:

Impeccable character with high ethical and quality standards.

Hard working, enthusiastic and driven to succeed. Must be self-assured and energetic; a self- starter.

Strong team player; ability to work cooperatively in a team and companywide.

Ability to multi-task and prioritize projects and assignments effectively.

Ability to work effectively with individuals at all levels of the organization.

Focused and flexible; effectively navigates changing priorities.