Loan Forgiveness Jobs in San Francisco, CA

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Looking for Loan Forgiveness jobs in San Francisco, CA? Browse our curated listings with transparent salary information to find the perfect Loan Forgiveness position in the San Francisco, CA area.

CA-WA Mortgage Retail Sales Consultant

Company: Wells Fargo

Location: Torrance, CA

Posted Jan 21, 2025

Wells Fargo is hiring a CA-WA Mortgage Retail Sales Consultant (SAFE) in Home Lending. The role involves soliciting residential mortgages, producing high-quality, compliant loans, and providing excellent customer service. Key responsibilities include building relationships with various sources, staying informed about mortgage industry trends, and presenting loan recommendations. The position requires SAFE registration and compliance with regulations. Qualified candidates should have 2+ years of Mortgage Retail Sales experience, excellent communication skills, and mortgage industry knowledge.

Commercial Real Estate Senior Lead Transaction Manager

Company: Wells Fargo

Location: Los Angeles, CA

Posted Jan 21, 2025

Wells Fargo is seeking a CRE Lead Transaction Manager with 7+ years of Capital Markets Document Negotiation experience. The role involves strategic planning, problem-solving, and leadership. Key responsibilities include advising senior leadership, leading complex challenges, delivering long-term solutions, and managing legal agreements. The ideal candidate should have a strong understanding of lending products, loan lifecycles, and deal structures. They must be process-focused, proactive, adaptable, and capable of collaborating with senior management. The position offers a competitive salary range of $144,400-$300,000 and comprehensive benefits.

Wealth Management Planning Consultant - Los Angeles Area

Company: Fidelity Investments

Location: Los Angeles, CA

Posted Jan 21, 2025

Fidelity Investments is seeking a Wealth Management Planning Consultant to build strong, personal relationships with clients. The role involves providing high-level customer service, handling inbound calls and emails, and collaborating on customer communications. The ideal candidate should have FINRA Series 7 & 63 licenses, Series 65 or 66 (or ability to acquire), and a Life Insurance license. Financial Services experience of at least five years is recommended, along with a degree and/or professional certifications like CFP. The role offers a base salary between $60,000 - $100,000 per year, with potential for bonus or other variable compensation. Fidelity provides comprehensive benefits, including health care, retirement plans, paid time off, and educational assistance. The company values honesty, integrity, and the safety of its associates and customers.

CA-WA Community Mortgage Bank Sales Consultant Bilngual Spanish

Company: Wells Fargo

Location: El Segundo, CA

Posted Jan 21, 2025

Wells Fargo is hiring a Community Mortgage Bank Sales Consultant (SAFE) in Consumer Lending. The role involves originating mortgage loans within assigned bank branches, collaborating with branch leadership, and mentoring employees. The candidate will conduct outbound calls to customers, understand their needs, and provide high-quality customer service. They will process loan applications, maintain client satisfaction, and stay updated on mortgage industry trends. Required qualifications include 2+ years of sales experience or equivalent, bilingual proficiency in Spanish/English. Desired qualifications include mortgage retail sales experience, expertise in general lending products, and FHA/VA & conventional loan experience.

CA-WA Mortgage Retail Sales Consultant (SAFE)

Company: Wells Fargo

Location: Concord, CA

Posted Jan 21, 2025

Wells Fargo is hiring for a CA-WA Mortgage Retail Sales Consultant (SAFE) in Consumer Lending. The role involves soliciting residential mortgages, producing high-quality loans, and providing excellent customer service. The candidate will build relationships with realtors, builders, financial professionals, and other non-traditional sources. They will also stay updated on mortgage industry trends and developments. Required qualifications include 2+ years of Mortgage Retail Sales experience, strong communication skills, and knowledge of sales prospecting. The position requires SAFE registration and compliance with the S.A.F.E. Mortgage Licensing Act of 2008.

Associate Roving Personal Banker Peninsula Gateway District

Company: Wells Fargo

Location: Cupertino, CA

Posted Jan 21, 2025

Wells Fargo is offering a career opportunity as an Associate Roving Personal Banker (SAFE) in various locations in California. The role involves providing support across different branch locations, delivering exceptional customer service, and assisting with account-related tasks. The position requires customer interaction, including offering/negotiating terms for dwelling-secured transactions, thus necessitating SAFE mortgage licensing act compliance. Key responsibilities include building customer relationships, proposing suitable products, and ensuring work-life balance. Wells Fargo is recognized as a top workplace for career growth, as per the 2024 LinkedIn list. The role demands 100% travel within the district, flexible scheduling, and compliance with various policies and regulations.

Territory Office Manager-Colonial Life- Walnut Creek, California

Company: Unum Group

Location: Concord, CA

Posted Jan 21, 2025

Colonial Life, part of Unum Group, is seeking a Territory Office Manager. The role involves managing daily operations of the Territory Office, supporting the Territory Sales Manager, and having Territory-wide responsibilities. Key duties include office management, territory communication, and assisting the Territory Sales Manager. The ideal candidate should have an Associates Degree or higher, relevant experience, and proficiency in MS Office. Unum offers competitive benefits including healthcare, insurance, performance-based incentives, and a 401(k) plan.

Merrill Financial Solutions Advisor - San Francisco Market

Company: Merrill

Location: San Francisco, CA

Posted Jan 21, 2025

Merrill Wealth Management, a leading global provider of wealth management and investment services, is seeking a Financial Advisor. The role involves working with high-net-worth clients, identifying their needs, developing relationships, and preparing investment recommendations. Key responsibilities include leveraging technology for business growth, profiling clients for investment strategies, and building a sustainable book of business. The successful candidate will join the Advisor Development Program, receiving training and mentorship to become a successful independent financial advisor. The role requires Series 7 & 66 licenses, at least two years of financial service industry experience, and strong relationship-building skills. Benefits include a competitive salary, incentive opportunities, and comprehensive benefits package.

Frequently Asked Questions

What are typical salary ranges for Loan Forgiveness roles by seniority?
Entry‑level Policy Analyst or Compliance Specialist: $55,000–$70,000. Mid‑level Analyst or Program Manager: $70,000–$90,000. Senior Analyst, Lead Data Scientist, or Program Director: $90,000–$120,000. Director or Chief Program Officer: $120,000–$160,000.
What skills and certifications are required in this field?
Core skills include legislative research, data analysis in Python or R, SQL querying, and proficiency with Excel, Power BI, and Salesforce. Certifications that boost credibility are Certified Government Financial Manager (CGFM), Certified Fraud Examiner (CFE), Certified Public Accountant (CPA), and Certified Policy Analyst (CPA). Knowledge of federal student‑loan statutes, the Higher Education Act, and public‑sector budgeting is essential.
Is remote work available for Loan Forgiveness positions?
Yes—about 60% of listings allow fully remote or hybrid arrangements. Employers use Slack, Microsoft Teams, Zoom, and cloud‑based data platforms (AWS, Azure) to support distributed teams. Candidates should be comfortable with virtual collaboration and self‑management.
What career progression paths exist within Loan Forgiveness?
Typical paths start with Analyst or Specialist → Senior Analyst or Lead Data Scientist → Program Manager or Compliance Lead → Director of Program Management → Chief Program Officer. Advancement requires demonstrated policy impact, project‑management expertise, and stakeholder‑engagement skills.
What industry trends are shaping Loan Forgiveness jobs?
Current trends include AI‑driven borrower‑matching algorithms, blockchain for secure eligibility verification, and increased legislative focus on expanding Public Service Loan Forgiveness. Data transparency initiatives and partnerships with fintech firms are creating demand for analytics roles that can translate policy into actionable insights.

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