Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With
Title: Loan Operations Specialist I (Customer Service) Location: Santa Rosa, CA Salary Range: $22-$28/HR Job Type Full-time Description The Loan Operations Specialist I provides customer service, administrative, and clerical support to the Lending Department. This role
Client Service Associate Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth
Loan Operations Specialist II (Funding/Boarding) Under direct supervision of the VP, Loan Operations Manager, the Loan Operations Specialist II (Funding/Boarding) funds new loans and supports loan boarding while ensuring documentation accuracy and policy compliance. The role
Loan Operations Specialist I The Loan Operations Specialist I provides customer service, administrative, and clerical support to the Lending Department. This role processes routine loan transactions, responds to customer and internal inquiries, and supports daily departmental
Accounts Payable Specialist Sonoma County, CA | Full-Time About Us We are a well-established company in the food and beverage industry with a strong operational foundation and a collaborative finance team. As our business continues to
