Trust Administration Assistant jobs in Santa Ana, CA

Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Supervisory Underwriter
  • US Assistant Secretary for Housing-Federal Housing...
  • Santa Ana, CA FULL_TIME
  • Duties

    As a Supervisory Underwriter, you will:

    • Plan and direct all technical underwriting, insurance endorsement and related functions.
    • Monitor status of goal accomplishment. Advise the Director of workload and potential problems in attainment of goals and objectives.
    • Interpret HUD technical instructions and instructs personnel in the interpretation of policy procedures and requirements to ensure Departmental regulations are initiated and complied with.
    • Assure that the staff is operating in accordance with current Departmental policies, standards, and procedures and those objectives, deadlines and service requirements established by the Director are achieved.
    • Advise and consult the Director on questions regarding underwriting activities and related matters. Research required underwriting procedures and techniques.

    Requirements

    Conditions of Employment

    The official duty station for this position will be in Santa Ana, California. Failure to report to duty at this location may be grounds for a disciplinary action, including removal.

    This job has an application limit and will close on 03/13/2024 or at midnight on the date the 250th application is received, whichever comes first.

    Key Requirements:
    • Must be U.S. Citizen or U.S. National.
    • A one year probationary period may be required.
    • A one year supervisory or managerial probationary period may be required.
    • Must successfully complete a background investigation.
    • Public Trust - Background Investigation will be required.
    • Complete a Declaration for Federal Employment to determine your suitability for Federal employment, at the time requested by the agency.
    • Have your salary sent to a financial institution of your choice by Direct Deposit/Electronic Funds Transfer.
    • If you are a male applicant born after December 31, 1959, certify that you have registered with the Selective Service System or are exempt from having to do so.
    • Go through a Personal Identity Verification (PIV) process that requires two forms of identification from the Form i-9. Federal law requires verification of the identity and employment eligibility of all new hires in the U.S.
    • Obtain and use a Government-issued charge card for business-related travel.
    • Please refer to "Additional Information Section for additional Conditions of Employment."
    • File a Confidential Financial Disclosure Report within 30 days of appointment and annually from then on.

    Qualifications

    You must meet the following requirements by the closing date of this announcement.

    Specialized Experience: For the GS-13 grade level, you must have one year (52 full weeks) of specialized experience at a level of difficulty and responsibility equivalent to the GS-12 grade level in the Federal service. Specialized Experience for this position includes:
    - Direct Endorsement (DE) Underwriter review of single family property appraisals (1-4 units); AND
    • Completing credit analysis of potential borrowers to make decisions to approve or reject mortgage loan applications; AND
    • Applying FHA property and credit underwriting requirements and procedures to make recommendations and decisions on single family mortgage loan applications. AND
    • Working as a project or team leader that involves coordinating and integrating the work of others into a completed work product and includes working closely with others to resolve problems, coordinate activities, or to gain acceptance of a product or procedure.

    Experience may have been gained in either the public, private sector or volunteer service. One year of experience refers to full-time work; part-time work is considered on a prorated basis. To ensure full credit for your work experience, please indicate dates of employment by month/day/year, and indicate number of hours worked per week on your resume.

    Education

    This job does not have an education qualification requirement.

    Additional information

    OTHER INFORMATION:

    • We may select from this announcement or any other source to fill one or more vacancies.
    • Relocation expenses will not be paid.
    • Relocation incentive will not be paid.
    • Recruitment incentive will not be paid.
    • This is a non-bargaining unit position.
    • This position is Exempt from the Fair Labor Standards Act (FLSA).
    • HUD offers alternative and flexible work schedules.
    • This announcement may be used to fill additional vacancies for similar positions across HUD. During the online application process, you will be asked to specify if you would like your application information shared with other hiring managers in the Program Office listed in this announcement or in other HUD Program Offices. Opting to share your application information will not impact your application for this announcement, nor will it guarantee further consideration for additional positions.
    CONDITIONS OF EMPLOYMENT (CONTINUED):

    HUD employees are subject to a number of government-wide and HUD specific ethics laws and regulations, including restrictions on working in a real estate related business, and having Section 8 tenants, along with other prohibited interests and activities. To review applicable ethics rules and HUD specific restrictions, please visit https://portal.hud.gov/hudportal/HUD?src=/program_offices/general_counsel/ethics.


    REASONABLE ACCOMMODATION REQUESTS:

    If you believe you have a disability (i.e., physical or mental), covered by the Rehabilitation Act of 1973 as amended and Americans with Disabilities Act 1990 as amended, that would interfere with completing the USA Hire Competency Based Assessments, you will be granted the opportunity to request a reasonable accommodation in your online application. Requests for Reasonable Accommodations for the USA Hire Competency Based Assessments and appropriate supporting documentation for Reasonable Accommodation must be received prior to starting the USA Hire Competency Based Assessments. Decisions on requests for Reasonable Accommodations are made on a case-by-case basis. If you meet the minimum qualifications of the position, after notification of the adjudication of your request, you will receive an email invitation to complete the USA Hire Competency Based Assessments. You must complete all assessments within 48 hours of receiving the URL to access the USA Hire Competency Based Assessments, if you received the link after the close of the announcement. To determine if you need a Reasonable Accommodation, please review the Procedures for Requesting a Reasonable Accommodation for Online Assessments here: https://help.usastaffing.gov/Apply/index.php?title=Reasonable_Accommodations_for_USA_Hire

    • Benefits

      A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits.

      Review our benefits

      Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.

    How You Will Be Evaluated

    You will be evaluated for this job based on how well you meet the qualifications above.

    You will be evaluated based on how well you meet the qualifications listed in this vacancy announcement. Your qualifications will be evaluated based on your application materials (e.g., resume, supporting documents), the responses you provide on the application questionnaire, and the result of the online assessments required for this position. Please be sure that your resume includes detailed information to support your qualifications for this position; failure to provide sufficient evidence in your resume may result in a "not qualified" determination.

    In order to be considered for this position, you must complete all required steps in the process. In addition to the application and application questionnaire, this position requires an online assessment. The online assessment measures critical general competencies required to perform the job.

    The assessment includes a cut score based on the minimum level of required proficiency in these critical general competencies. You must meet or exceed the cut score to be considered.

    Overstating your qualifications and/or experience in your application materials or application questionnaire may result in your removal from consideration. Cheating on the online assessment may also result in your removal from consideration.

    Rating: You will be assessed on the following competencies (knowledge, skills, abilities, and other characteristics):

    • Analytical
    • Communication
    • Leadership
    • Technical


    The Federal Supervisor Assessment questions target seven critical supervisory competencies: accountability, customer service, decisiveness, flexibility, interpersonal skills, problem solving, and resilience.

    Category rating will be used to rank and select eligible candidates. If qualified, you will be assigned to one of three quality level categories: Best (highest quality category), Better (middle quality category), or Good (minimally qualified category) depending on your responses to the online questions, regarding your experience, education, and training related to this position. Your rating may be lowered if your responses to the online questions are not supported by the education and/or experience described in your application.

    Veterans' preference is applied after applicants are assessed. Preference-eligibles will be listed at the top of their assigned category and considered before non-preference-eligibles in that category.

    Qualified preference-eligibles with a compensable service-connected disability of 10% or more will be listed at the top of the highest category.

    Referral: If you are among the top qualified candidates, your application may be referred to a selecting official for consideration. You may be required to participate in a selection interview.

    If you are a displaced or surplus Federal employee (eligible for the Career Transition Assistance Plan (CTAP)/Interagency Career Transition Assistance Plan (ICTAP)) you must receive a score in the middle quality category or better to be rated as "well qualified" to receive special selection priority.

    • Benefits

      A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits.

      Review our benefits

      Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.

    • Required Documents

      As a new or existing federal employee, you and your family may have access to a range of benefits. Your benefits depend on the type of position you have - whether you're a permanent, part-time, temporary or an intermittent employee. You may be eligible for the following benefits, however, check with your agency to make sure you're eligible under their policies.

      A complete application includes:

      1. A resume: All applicants are required to submit a resume either by creating one in USAJOBS or uploading one of their own choosing. (Cover letters are optional.)

      • Please limit your resume to 5 pages. If more than 5 pages are submitted, your resume will still be accepted, however only the first 5 pages will be reviewed and considered for qualifications and eligibility determination in whether or not the minimum qualifications for the position have been met.
      • To receive full credit for relevant experience, please list the month/date/year and number of hours worked for experience listed on your resume.
      • It is suggested that you preview the online assessment questionnaire, to ensure that your resume thoroughly describes how your skills and experience align to the criteria defined in the "Qualifications" section of this announcement and support your responses to the online assessment questionnaire.
      • For resume writing guidance, please visit USAJOBS Resources Center.
      2. Vacancy assessment question responses: All applicants are required to complete vacancy question responses by clicking the apply online button of this vacancy announcement.

      3. Submission of any required documents identified below, if applicable: Please note that if you do not provide all required information, as specified in this announcement, you may not be considered for this position (or may not receive the special consideration for which you may be eligible).
      • VETERANS' PREFERENCE DOCUMENTATION:
        • If you are claiming veterans preference, please see applicant guide for required documentation In order to be considered for veterans preference, you must submit all required documentation as outlined in the applicant guide.
      • CAREER TRANSITION ASSISTANCE PLAN (CTAP) OR INTERAGENCY CAREER TRANSITION ASSISTANCE PLAN (ICTAP) ELIGIBLE INDIVIDUALS:
        • If you are a displaced or surplus Federal employee, in order to be eligible under one of these authorities you must submit all required documentation as outlined in this link: CTAP/ICTAP
    • How to Apply

      HUD has partnered with the Treasury's Bureau of the Fiscal Service to provide certain personnel services to its organization. Fiscal Service's responsibilities include advertising vacancies, accepting and handling applications, and extending job offers.

      Please read the entire announcement and all the instructions before you begin an application.

      To apply for this position, you must complete the initial online application, to include the initial online assessment and submission of the required documentation specified in the Required Documents section above. The complete application package must be submitted by 11:59 PM (ET) on the closing date of the announcement to receive consideration. We are available to assist you during business hours (normally 8:00 a.m. - 5:00 p.m. ET, Monday - Friday).

      The application process is as follows:

      • To begin the application process, click the Apply Online button.
      • Answer the questions presented in the application and attach all necessary supporting documentation.
      • Click the Submit Application button prior to 11:59PM (ET) on the announcement closing date.
      • After submitting an online application, you will be notified whether or not you are required to take additional online assessments through the USA Hire Competency Based Assessment system. This message will be delivered to you via email notification. The email may be routed to your "Spam" or "Junk" folder.
      • If you are asked to take the USA Hire Competency Based Assessments, you will be presented with a unique URL to access the USA Hire system. Access to USA Hire is granted through your USAJOBS login credentials. Be sure to review all instructions prior to beginning your USA Hire Assessments. Click here for Computer System Requirements
      • Note, set aside at least 3 hours to take these assessments; however, most applicants complete the assessments in less time. If you need to stop the assessments and continue at a later time, you can re-use the URL sent to you via email and also found on the Additional Application Information page that can be located in the application record in your USAJOBS account.
      To update your application, including supporting documentation, at any time during the announcement open period, return to your USAJOBS account (

      https://usajobs.gov).

      There you will find a record of your application, the application status, and an option to Edit my application. This option will no longer be available once the announcement has closed.

      To verify the status of your application both during and after the announcement open period, log into your USAJOBS account at https://www.usajobs.gov. On the Home page, scroll down and locate your job application. Once the job has been located, click the "Track this application" link on the right under the application date. The page will refresh to display the Agency's Application Information page where you can scroll down and review any notifications the agency has sent you. The Application Status will appear along with the date your application was last updated. For information on what each Application Status means, visit: https://www.usajobs.gov/Help/how-to/application/status/.

      Please notify us if your contact information changes after the closing date of the announcement. Also, note that if you provide an email address that is inaccurate or if your mailbox is full or blocked (e.g., spam-blocker), you may not receive important communication that could affect your consideration for this position.

      For additional information on how to apply, please visit the Partnership for Public Service's Go Government website.

      To preview the application questionnaire: https://apply.usastaffing.gov/ViewQuestionnaire/12337708

      Agency contact information

      Applicant Call Center

      Phone

      304-480-7300

      Email

      hudinquiries@fiscal.treasury.gov

      Address

      Asst Secretary for Housing-Federal Housing Commissioner
      Administrative Resource Center
      Parkersburg, WV 26101
      US

      Next steps

      Based on your application and your responses to the application questionnaire, you may be presented with instructions on how to access the USA Hire system to complete the online assessments. The online assessments must be completed within 48 hours following the close of this announcement. You will have the opportunity to request a testing accommodation for the assessment should you have a disability covered under the Americans with Disabilities Act (ADA).

      Your assessment results will be kept on record for one year and used toward future positions for which you might apply that require the same assessments.

      We will review your resume and transcript(s) (if appropriate) to ensure you meet the basic qualification requirements. We will evaluate each applicant who meets the basic qualifications on the information provided and may interview the best-qualified applicants. After making a tentative job offer, we will conduct any required suitability and/or security background investigation.

    • Fair and Transparent

      The Federal hiring process is set up to be fair and transparent. Please read the following guidance.

      • Equal Employment Opportunity (EEO) Policy
      • Reasonable accommodation policy
      • Financial suitability
      • Selective Service
      • New employee probationary period
      • Signature and false statements
      • Privacy Act
      • Social security number request

    Required Documents

    A complete application includes:

    1. A resume: All applicants are required to submit a resume either by creating one in USAJOBS or uploading one of their own choosing. (Cover letters are optional.)

    • Please limit your resume to 5 pages. If more than 5 pages are submitted, your resume will still be accepted, however only the first 5 pages will be reviewed and considered for qualifications and eligibility determination in whether or not the minimum qualifications for the position have been met.
    • To receive full credit for relevant experience, please list the month/date/year and number of hours worked for experience listed on your resume.
    • It is suggested that you preview the online assessment questionnaire, to ensure that your resume thoroughly describes how your skills and experience align to the criteria defined in the "Qualifications" section of this announcement and support your responses to the online assessment questionnaire.
    • For resume writing guidance, please visit USAJOBS Resources Center.
    2. Vacancy assessment question responses: All applicants are required to complete vacancy question responses by clicking the apply online button of this vacancy announcement.

    3. Submission of any required documents identified below, if applicable: Please note that if you do not provide all required information, as specified in this announcement, you may not be considered for this position (or may not receive the special consideration for which you may be eligible).
    • VETERANS' PREFERENCE DOCUMENTATION:
      • If you are claiming veterans preference, please see applicant guide for required documentation In order to be considered for veterans preference, you must submit all required documentation as outlined in the applicant guide.
    • CAREER TRANSITION ASSISTANCE PLAN (CTAP) OR INTERAGENCY CAREER TRANSITION ASSISTANCE PLAN (ICTAP) ELIGIBLE INDIVIDUALS:
      • If you are a displaced or surplus Federal employee, in order to be eligible under one of these authorities you must submit all required documentation as outlined in this link: CTAP/ICTAP


    Help

    This job is open to

    • The public

      U.S. Citizens, Nationals or those who owe allegiance to the U.S.

    Clarification from the agency

    U.S. citizens or U.S. Nationals; no prior Federal experience is required.

  • 21 Days Ago

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Program Analyst (CHUMS Coordinator)
  • US Assistant Secretary for Housing-Federal Housing...
  • Santa Ana, CA FULL_TIME
  • Duties As a Program Analyst (CHUMS Coordinator), you will: Coordinate activities related to the Computerized Home Underwriting Management System (CHUMS). Determine the data requirements of supervisors...
  • 2 Days Ago

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InSite Administration
  • Clean Harbors
  • Los Alamitos, CA FULL_TIME
  • Clean Harbors– Rancho Dominguez, CA is seeking an InSite Administrator. The InSite Administrator is responsible for payroll, reconciliation, generating and printing hazardous waste labels and manifest...
  • 1 Month Ago

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Clerk administration
  • Aspire Bakeries
  • Santa Ana, CA FULL_TIME
  • Aspire Bakeries is a North American baking company with a leadership position in specialty frozen baked goods. Formed from leading bakery companies, its innovative food portfolio includes breads, arti...
  • 1 Month Ago

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Medical Office Administration
  • United Medical Imaging Healthcare
  • Fountain Valley, CA FULL_TIME
  • United Medical Imaging We are large Imaging group, with 26 locations across Southern California, proud leading providers of quality healthcare to the community. Our centers are equipped to treat diagn...
  • Just Posted

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Administration & Development Associate
  • Reimagine
  • Santa Ana, CA FULL_TIME
  • Essential FunctionsProvide front desk reception for visitors, vendors, staff and program participants. Answer and redirect incoming phone calls and inquiries. Provide typing, fax, mail, shipping as ne...
  • 10 Days Ago

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0 Trust Administration Assistant jobs found in Santa Ana, CA area

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Administrative Assistant
  • Westinghouse Electric Company
  • Walnut, CA
  • Position Description: Office administrative assistant. Provides administrative support to Associate General Counsel, Sen...
  • 3/28/2024 12:00:00 AM

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Administrative Assistant
  • Moore Law Group
  • Santa Ana, CA
  • POSITION SUMMARY We are currently seeking a proactive and detail-oriented tech savvy individual to join our team as an A...
  • 3/28/2024 12:00:00 AM

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Administrative Assistant
  • Our Best Life Management LLC
  • Burbank, CA
  • Job Type Full-time Description Our Best Life Companies is hiring an Administrative Assistant to join our team! As an Adm...
  • 3/28/2024 12:00:00 AM

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Administrative Assistant
  • INTERNATIONAL FIREPROOF TECHNOLOGY
  • Irvine, CA
  • Job Description Job Description About us International Fireproof Technology is a small business located in Irvine, Calif...
  • 3/26/2024 12:00:00 AM

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Administrative Assistant
  • PrideStaff
  • San Juan Capistrano, CA
  • Job Description Job Description A well-established, highly respected environmental air quality consulting firm based out...
  • 3/26/2024 12:00:00 AM

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Administrative Assistant
  • SHADY CANYON GOLF CLUB INC
  • Irvine, CA
  • Job Details Job Location Shady Canyon Golf Club - Irvine, CA Position Type Full Time Description Performs all general ad...
  • 3/26/2024 12:00:00 AM

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Administrative Assistant
  • Cambria Company, LLC
  • Los Angeles, CA
  • As an organizational and process guru, the Administrative Assistant will set the pace for efficiency at the Distribution...
  • 3/24/2024 12:00:00 AM

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Administrative Assistant
  • Our Best Life Management LLC
  • Inglewood, CA
  • Job Type Full-time Description Our Best Life Companies is hiring an Administrative Assistant to join our team! As an Adm...
  • 3/24/2024 12:00:00 AM

Santa Ana /ˌsæntə ˈænə/ (Spanish for "Saint Anne") is the county seat and second most populous city in Orange County, California in the Los Angeles metropolitan area. The United States Census Bureau estimated its 2011 population at 329,427, making Santa Ana the 57th most-populous city in the United States. Santa Ana is in Southern California, adjacent to the Santa Ana River, about 10 miles (16 km) from the coast. Founded in 1869, the city is part of the Greater Los Angeles Area, the second largest metropolitan area in the United States, with almost 18 million residents in 2010. Santa Ana is a ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$51,372 to $65,484
Santa Ana, California area prices
were up 2.5% from a year ago

Trust Administration Assistant in Boise, ID
Since that time, rapid progress towards improvement has been realised due to the commitment of the staff team and Senior Leadership Team.The Trust wishes to appoint an experienced administrator to join the Trust's dynamic administration team.
December 05, 2019
Trust Administration Assistant in Monterey, CA
Working as part of the wider Trust Finance Department, this is a great opportunity to join an experienced and supportive department.
February 20, 2020
Trust Administration Assistant in Lompoc, CA
Background to the Stephen Lawrence Charitable Trust.
February 09, 2020