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.

Personal Banker Torrance Coastal

Company: Wells Fargo

Location: El Segundo, CA

Posted Dec 24, 2024

Wells Fargo is offering a career opportunity as an Associate Personal Banker (SAFE) in their Consumer, Small & Business Banking division. The role involves delivering exceptional customer service, building relationships, and proposing suitable products and digital solutions. The company is recognized as one of the top workplaces for career growth in the U.S. by LinkedIn. Key responsibilities include assisting with account openings, credit applications, and interacting with customers to provide financial guidance. The SAFE position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008. Required qualifications include 6+ months of customer interaction experience, while desired qualifications encompass customer service, technological proficiency, and relationship-building skills. The role offers competitive pay, robust benefits, and work-life balance programs. Interested candidates should apply for positions in El Segundo, CA, and surrounding areas.

Financial Consultant - San Francisco, CA

Company: Fidelity Investments

Location: San Francisco, CA

Posted Dec 24, 2024

Fidelity Investments is seeking a Financial Consultant to join their team. The role involves engaging with clients face-to-face, offering personalized financial planning, and nurturing relationships with an existing client base. Fidelity provides a stable business model with an existing client base and institutional feeders, unmatched in the industry. The company empowers professional growth, flexibility, and support for long-term success. The ideal candidate should have previous success in building relationships, uncovering needs, and recommending solutions. They should be FINRA Series 7 & 63 licensed, with Series 65 or 66 licensed and appropriate state registrations or the ability to acquire them upon hire. A degree and/or professional certifications are helpful, with Fidelity's Tuition Reimbursement program available to help obtain one. The role offers a competitive total rewards package, including a stable base salary, comprehensive benefits, and opportunities for training and career development.

Personal Banker Inland Orange County

Company: Wells Fargo

Location: La Mirada, CA

Posted Dec 24, 2024

Wells Fargo is offering a career opportunity as an Associate Personal Banker (SAFE) in their National Branch Network. The role involves delivering exceptional customer service, building relationships, and proposing suitable products and digital solutions. The company is recognized as one of the top workplaces for career growth in the U.S. by LinkedIn. Key responsibilities include assisting customers with account-related tasks, understanding bank products, and interacting with customers to provide financial guidance. The role requires SAFE registration and compliance with related regulations. Required qualifications include customer interaction experience, while desired qualifications encompass customer service, tech engagement, and financial guidance skills.

AVP, Cross-Sell Marketing

Company: Axos Bank

Location: San Diego, CA

Posted Dec 24, 2024

The job description is for an AVP CrossSell Marketing role at Axos Bank. The ideal candidate should be a revenue-focused data-driven marketer with strong skills in data analysis, marketing, and technology. The role involves leading data-driven campaign execution, personalization strategy development, rapid testing and optimization, advanced analytics, performance monitoring, customer segmentation, cross-channel coordination, content personalization, campaign roadmapping, continuous improvement, collaboration with stakeholders, and digital marketing or MarTech platform certifications. The company offers benefits such as medical dental vision and life insurance, paid sick leave, vacation and holidays, HSA or FSA account, 401k retirement saving plan, employee mortgage loan program, and free access to an Axos Bank Account with self-directed trading.

Private Client Experience Specialist - Newport Beach

Company: JPMorgan Chase

Location: Newport Beach, CA

Posted Dec 24, 2024

JPMorgan Private Client is seeking a Client Experience Specialist to join their team. The role involves delivering exceptional service, supporting Relationship Managers, and deepening client relationships. Required qualifications include financial services experience and a proven track record in client service for an affluent client base. Preferred qualifications include a bachelor's degree and experience in deposit banking or lending. The role offers competitive compensation, benefits, and opportunities for incentive pay. It's a hybrid position subject to Dodd-Frank/Truth in Lending Act qualifications.

Personal Banker Torrance Coastal

Company: Wells Fargo

Location: Manhattan Beach, CA

Posted Dec 24, 2024

Wells Fargo is offering a career opportunity as an Associate Personal Banker (SAFE) in their Consumer, Small & Business Banking division. The role involves delivering exceptional customer service, building relationships, and proposing suitable products and digital solutions. The company is recognized as one of the top workplaces for career growth in the U.S. by LinkedIn. Key responsibilities include assisting with account openings, credit applications, and interacting with customers to provide financial guidance. The role requires SAFE registration and compliance with related regulations. Required qualifications include customer interaction experience, while desired qualifications encompass customer service, tech proficiency, and relationship-building skills.

Personal Banker East Bay Ridge District - Oakland and Piedmont

Company: Wells Fargo

Location: Lafayette, CA

Posted Dec 24, 2024

Wells Fargo is seeking an Associate Personal Banker (SAFE) for its National Branch Network. The role involves delivering exceptional customer service, building relationships, and proposing suitable products and digital solutions. The bank offers competitive salaries, robust benefits, and programs for work-life balance and well-being. Wells Fargo was recognized as one of the top three best workplaces for career growth in the U.S. by LinkedIn in 2024. Required qualifications include 6+ months of customer interaction experience, and desired qualifications include customer service focus, experience with complex transactions, and ability to educate customers on technology.

Financial Consultant - Newport Beach, CA

Company: Fidelity Investments

Location: Newport Beach, CA

Posted Dec 24, 2024

Fidelity Investments is seeking a Financial Consultant to join their team. The role involves working in Investor Centers, engaging with clients, offering guidance, and creating financial plans. Fidelity provides an existing client base, institutional feeders of business, and supports professional growth. The ideal candidate should have experience in building relationships, be FINRA Series 7 & 63 licensed, and Series 65 or 66 licensed or eligible. A degree and/or professional certifications are beneficial. Fidelity offers a competitive compensation package, comprehensive benefits, and a hybrid working model. The company values honesty, integrity, and inclusion.

Personal Banker Inland Orange County

Company: Wells Fargo

Location: Los Alamitos, CA

Posted Dec 24, 2024

Wells Fargo is seeking an Associate Personal Banker (SAFE) for their National Branch Network. The role involves delivering exceptional customer service, building relationships, and proposing appropriate products and services. The bank emphasizes a supportive work environment with competitive salary, robust benefits, and programs for work-life balance. Wells Fargo has been recognized as one of the top workplaces for career growth in the U.S. by LinkedIn. The position requires customer interaction, understanding of bank products, and compliance with the S.A.F.E. Mortgage Licensing Act. Qualifications include customer service experience, ability to educate on technology, and fostering strong customer relationships.

Associate Director - Program Manager (Value Stream Leader) - Propulsion (Onsite)

Company: Collins Aerospace

Location: Fairfield, CA

Posted Dec 24, 2024

Collins Aerospace, an RTX company, is seeking an Associate Director for the Propulsion Value Stream organization. The role involves strategic transformation of the business, overseeing key processes, and ensuring successful execution of internal and external commitments. The candidate must have a university degree or advanced degree with relevant experience, U.S. citizenship, and prior experience managing people. The role offers a competitive salary range of $158,000 - $316,000, along with comprehensive benefits including health insurance, retirement plans, tuition reimbursement, and more. The position requires up to 20% travel and the ability to lead cross-functional teams.

CA-WA Mortgage Retail Sales Consultant (SAFE)

Company: Wells Fargo

Location: Sacramento, CA

Posted Dec 24, 2024

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.

Business Banking Senior Relationship Manager - Sacramento, CA

Company: Merrill

Location: Sacramento, CA

Posted Dec 24, 2024

Bank of America is seeking a seasoned professional for a Business Banking role, requiring 5+ years of experience in commercial lending or business development. The role involves managing a portfolio of clients with annual revenues between $5-50 million, acquiring and maintaining profitable relationships, and collaborating with various teams to offer tailored financial solutions. Key responsibilities include understanding financial statements, coaching peers, and adapting to market changes. The position offers a competitive salary range of $120,000 - $185,000 annually, along with benefits and discretionary incentives.

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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