Top Finance Jobs

Provide client service and operational support for ultra-high-net-worth clients in Private Wealth Portfolio Management: handle account management, documentation, issue resolution, onboarding, investment research, client correspondence and presentations, coordinate trades and alternative investments, liaise with relationship managers, and perform clerical/admin tasks while adhering to risk and compliance requirements.

The Private Mortgage Banker will solicit residential mortgages, build client relationships, analyze financial data, and ensure compliance with mortgage regulations while providing excellent customer service.

Frontline banking role building customer relationships through in-branch and outreach interactions. Support account openings, service requests, credit applications, cash handling/teller transactions, and referrals to specialists while ensuring compliance, exercising sound judgment, and using digital tools to enhance the customer experience.

The Personal Banker Bilingual Spanish will assist clients in banking services, handle transactions, and provide customer support in both English and Spanish.

Independently analyze, structure, and underwrite complex commercial credit relationships for law firm clients. Manage a portfolio, document borrower and collateral information, conduct industry research, negotiate loan documentation, and recommend risk mitigation. Partner with bankers, lead credit discussions, mentor junior underwriters, and identify cross-sell opportunities while ensuring regulatory and policy compliance.

Lead oversight of commercial banking loan portfolios: manage credit risk, monitor portfolio performance, set risk/mitigation strategies, supervise analysts, coordinate with relationship managers, and ensure regulatory and policy compliance to protect asset quality.

Manage loan servicing lifecycle for a complex commercial real estate construction loan portfolio. Lead and participate in initiatives, analyze and resolve moderately complex operational and technical issues, complete loan requests and deliverables, ensure compliance with policies and procedures, collaborate with origination and central analysts, and mentor less experienced staff.

Provide servicing for low- to moderately-complex commercial loans, resolve customer issues, ensure regulatory and policy compliance, evaluate and upload loan data, negotiate basic servicing transactions, escalate and train peers, and collaborate with Sales, Legal, Risk, Technology, and Operations to mitigate risks and improve processes.

Lead independent analysis, structuring, and underwriting of complex commercial credit for law-firm clients. Evaluate borrower financials and collateral, manage a complex portfolio, conduct industry research, negotiate documentation, ensure regulatory compliance, recommend risk mitigation and restructuring, communicate to senior stakeholders, mentor junior underwriters, and identify cross-sell opportunities.

Lead research and underwrite the creditworthiness of moderately complex commercial equipment loan and lease requests; review and approve transactions within delegated authority, recommend larger transactions, perform periodic portfolio reviews, maintain risk ratings in systems, and collaborate with internal and external partners to gather information and achieve business objectives.