Account Services Associate
Current• Liaison between internal departments and financial custodians (Charles Schwab and Fidelity). Responsible for managing accounts for new and existing clients, portfolio setups and money movement requests.
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@divvyhomes.com
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Jennifer Salgado is listed as Financial Services at First Foundation Inc., a with 188 employees, based in Santa Ana, California, United States. AeroLeads shows a work email signal at divvyhomes.com and a matched LinkedIn profile for Jennifer Salgado.
Jennifer Salgado previously worked as Account Services Associate at First Foundation Inc. and Credit Operations Associate at Divvy Homes. Jennifer Salgado holds Bachelor Social Work, Diversity Studies from California State University, Chico.
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Jennifer Salgado is a Financial Services at First Foundation Inc.. She possess expertise in social work, customer service, spanish, english, organization skills and 2 more skills. She is proficient in Spanish.
Listed skills include Social Work, Customer Service, Spanish, English, and 3 others.
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Irvine, California, United States
• Liaison between internal departments and financial custodians (Charles Schwab and Fidelity). Responsible for managing accounts for new and existing clients, portfolio setups and money movement requests.
• Responsible for underwriting applications to determine eligibility for Divvy's alternative homeownership program; procedures involve income verification, credit report, and background check to determine home shopping budgets
• Underwriting unsecured personal loan applications by reviewing elements such as credit report, employment/income, identity, and ability to repay
Tustin, California, United States
• Served as the first point of contact for customers by managing a large volume of incoming and outgoing calls/chats/emails
Anaheim, California, United States
• Provided administration assistance with the on-boarding process for clients enrolling in ABA therapy
Orange County, California Area
• Three years of experience working in a retail environment - providing excellent customer service experience - received outstanding scores in customer service feedback surveys
Other employees you can reach at ff-inc.com. View company contacts for 188 employees →
Leticia Rocha
Colleague at First Foundation Inc.Naples, Florida, United States
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Terisa Bonito
Colleague at First Foundation Inc.Los Angeles Metropolitan Area, United States
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C C Coghill
Colleague at First Foundation Inc.Naples, Florida, United States
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Joe Kucik
Colleague at First Foundation Inc.Las Vegas Metropolitan Area, United States
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Jose Cuadrado
Colleague at First Foundation Inc.Naples, Florida, United States
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Cesar Hernandez
Colleague at First Foundation Inc.Westminster, California, United States
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Darin Wright
Colleague at First Foundation Inc.Pasadena, California, United States
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Veronica Rutledge
Colleague at First Foundation Inc.Palm Desert, California, United States
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Chandra Lapides
Colleague at First Foundation Inc.Simi Valley, California, United States
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Suwitchaya Kelly
Colleague at First Foundation Inc.Los Alamitos, California, United States
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• Bachelors of Arts in Social Work with an emphasis in Diversity Studies.
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Jennifer Salgado works for First Foundation Inc..
Jennifer Salgado is listed as Financial Services at First Foundation Inc..
AeroLeads has found 1 work email signal at @divvyhomes.com for Jennifer Salgado at First Foundation Inc..
Jennifer Salgado is based in Santa Ana, California, United States while working with First Foundation Inc..
Jennifer Salgado has worked for First Foundation Inc., Divvy Homes, Happy Money, Behavioral Health Works, Inc., and Tillys.
Jennifer Salgado's colleagues at First Foundation Inc. include Leticia Rocha, Terisa Bonito, C C Coghill, Joe Kucik, and Jose Cuadrado.
You can use AeroLeads to view verified contact signals for Jennifer Salgado at First Foundation Inc., including work email, phone, and LinkedIn data when available.
Jennifer Salgado holds Bachelor Social Work, Diversity Studies from California State University, Chico.
Jennifer Salgado is listed with skills including Social Work, Customer Service, Spanish, English, Organization Skills, Child Advocacy, and Time Management.
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