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Reposted 16 Hours AgoSaved
In-Office
Lancaster, PA, USA
Senior level
Senior level
Fintech • Software • Financial Services
Manage and grow a commercial loan portfolio by building client relationships, underwriting moderately complex loans, conducting credit reviews, advising business clients on financial strategies, and collaborating with internal teams to deliver tailored banking solutions. Spend significant time (≈60%) in the field driving business development.
Reposted 16 Hours AgoSaved
Easy Apply
In-Office
Winter Park, FL, USA
Easy Apply
Junior
Junior
Fintech • Information Technology • Software • Financial Services
Perform account openings/closings/transfers, reconcile accounts, resolve transaction and position discrepancies, maintain data integrity and securities setup using Bloomberg/ICE, support client service and trading teams, and assist with special projects.
Top Skills: BloombergExcelIceSQL
Reposted 16 Hours AgoSaved
In-Office
Memphis, TN, USA
Mid level
Mid level
Fintech • Software • Financial Services
Investigate AML/OFAC suspicious activity alerts, gather evidence, draft SAR narratives, manage individual case queues, ensure SLA and regulatory compliance, and recommend adverse actions or account closures.
Reposted 16 Hours AgoSaved
In-Office
Memphis, TN, USA
Entry level
Entry level
Fintech • Software • Financial Services
Perform daily deposit operations including ACH origination and compliance monitoring, reconciling cash letters, processing collection items, overdrafts, garnishments, stops/returns, account maintenance, and supporting online/mobile banking and customer service while ensuring regulatory compliance.
Top Skills: AchMobile BankingOnline Banking
Reposted 16 Hours AgoSaved
Remote
Utah, USA
Mid level
Mid level
Fintech
The Assistant Controller will manage accounting functions for a loan product, ensuring compliance and improving financial operations while mentoring team members.
Top Skills: Erp SystemsExcelNetSuite
Reposted 16 Hours AgoSaved
Remote
USA
Senior level
Senior level
Fintech • Information Technology • Payments • Financial Services
Evaluate merchant creditworthiness and transaction risk, monitor anomalies, manage chargebacks and disputes, conduct risk reviews for account updates and volume increases, support PCI and regulatory compliance, develop detection rules and playbooks, and collaborate cross-functionally to reduce fraud and financial exposure.
Top Skills: AlloyExcelLookerNachaPci-DssSardineSQL
Reposted 16 Hours AgoSaved
In-Office
Austin, TX, USA
Senior level
Senior level
Fintech • Software • Financial Services
Lead credit underwriting and portfolio monitoring for small-business acquisitions (≈70% underwriting, 30% portfolio monitoring). Collaborate on due diligence, prepare credit memoranda for the Credit Committee, monitor monthly asset performance and covenant compliance, perform quarterly portfolio reviews, and advise senior leadership on capital allocation.
Top Skills: Excel
Reposted 16 Hours AgoSaved
In-Office
Austin, TX, USA
Senior level
Senior level
Fintech • Software • Financial Services
Lead and scale the M&A integration function across the deal lifecycle: pre-close planning, Day 1 execution, post-close integration, value-creation projects, KPI/budget ownership, and partner with executives and investment teams to realize deal objectives.
Reposted 16 Hours AgoSaved
In-Office
Austin, TX, USA
150K-300K Annually
Junior
150K-300K Annually
Junior
Fintech • Software • Financial Services
Source off-market acquisition opportunities through high-volume outbound outreach, lead initial conversations and discovery meetings with business owners, maintain CRM activity, nurture relationships, and hand off qualified opportunities to the Investments team.
Top Skills: CRMHubspotLinkedInSms
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Reposted 16 Hours AgoSaved
Easy Apply
In-Office
New York, NY, USA
Easy Apply
Senior level
Senior level
Fintech
Partner-track VP responsible for sourcing, executing, and managing lower-middle-market private equity investments. Leads financial modeling, due diligence, negotiations, portfolio oversight, fundraising support, investor relations, and mentors junior staff.
Reposted 16 Hours AgoSaved
In-Office
Chicago, IL, USA
150K-307K Annually
Senior level
150K-307K Annually
Senior level
Fintech • Payments • Financial Services
Manage insurance aspects of real assets transactions from diligence through closing; place and administer property and liability programs to meet lender covenants; standardize insurance transaction processes; partner with deal teams and shape long-term insurance strategy using RMIS.
Top Skills: Rmis
Reposted 16 Hours AgoSaved
In-Office
Chicago, IL, USA
150K-307K Annually
Senior level
150K-307K Annually
Senior level
Fintech • Payments • Financial Services
Lead due diligence for commercial real estate transactions, manage multiple acquisitions, analyze financial packages, and oversee analysts. Requires 7 years of experience in real estate acquisitions.
Top Skills: Cam ReportingCommercial Real EstateFinancial Due DiligenceFinancial ModelingProperty Condition Assessments
YesterdaySaved
In-Office
New York, NY, USA
125K-125K Annually
Mid level
125K-125K Annually
Mid level
Fintech • Payments • Financial Services
The Associate will source, underwrite, and execute investments in CMBS, trade CMBS in the secondary market, conduct due diligence, and contribute to investment memoranda and portfolio management.
Top Skills: Quantitative AnalysisReal Estate FinanceSecuritized Products
Reposted 16 Hours AgoSaved
In-Office or Remote
Greenwood Village, CO, USA
52K-64K Annually
Junior
52K-64K Annually
Junior
Fintech • Payments • Financial Services
As a Financial Consultant, you will provide retirement plan guidance over the phone, assisting customers with account options and fostering relationships.
Top Skills: ExcelMicrosoft Suite (WordPowerpoint)Salesforce
Reposted 16 Hours AgoSaved
In-Office or Remote
3 Locations
60K-84K Annually
Mid level
60K-84K Annually
Mid level
Fintech • Payments • Financial Services
The Financial Advisor & Planner assists Personal Wealth clients with financial matters, managing client relationships, and providing investment strategies and education.
Top Skills: CfpFinra Series 65
Reposted 16 Hours AgoSaved
In-Office or Remote
3 Locations
60K-100K Annually
Entry level
60K-100K Annually
Entry level
Fintech • Payments • Financial Services
Assist clients with financial matters, providing high-level service, relationship management, and financial planning guidance while ensuring client satisfaction and retention.
Top Skills: 6365Finra Series 7
Reposted 16 Hours AgoSaved
In-Office
Atlanta, GA, USA
Entry level
Entry level
Fintech
Join EARNEST Partners' Equity investment team to provide unique insights, conduct research, and make stock recommendations. Engage in meetings with management and present to clients. Seek candidates with diverse industry experience.
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