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Fintech • Financial Services
Manage post-close servicing and portfolio activities for moderately complex commercial loans. Validate loan, collateral, covenant, and customer data; partner with Credit, Legal, Sales, and Operations; identify and escalate risks; drive issue resolution; monitor quality and performance metrics; support process improvements and governance; serve as escalation point and collaborate cross-functionally to ensure compliance and operational accuracy.
Top Skills:
AfsExcelLoaniqMicrosoft WordNcinoOutlook
Fintech • Financial Services
Support supervisory and oversight functions for Wealth & Investment Management by reviewing alternative investments and securities-based lending, evaluating supervisory controls, analyzing data and trends, recommending process and technology improvements, and consulting with advisors and management to maintain regulatory compliance and risk controls.
Top Skills:
ExcelMicrosoft OutlookMicrosoft Word
Fintech • Financial Services
Support supervisory and oversight functions for Wealth & Investment Management by reviewing alternative investments and securities-backed lending, evaluating supervisory controls for high-risk strategies, advising on policies and process improvements, analyzing data and trends, and presenting recommendations. Collaborate with advisors, managers, and cross-functional teams to maintain regulatory compliance and strengthen risk management practices.
Top Skills:
ExcelMicrosoft OutlookMicrosoft Word
Fintech • Financial Services
Manage post-close servicing and portfolio activities for moderately complex commercial loans, ensuring data accuracy, regulatory compliance, risk escalation, stakeholder coordination, performance monitoring, and process improvement to support operational efficiency and client needs.
Top Skills:
AfsExcelLoaniqNcinoOutlookWord
Fintech • Financial Services
Perform model monitoring, calibration, and validation for market, credit, and operational risk. Use advanced statistical theory to forecast losses, compute capital requirements, analyze structured securities, influence global risk assessments, and collaborate with regulators, auditors, and stakeholders on analytical strategies and modeling approaches.
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Fintech • Financial Services
Underwrite and monitor mid-corporate gaming credits: build and sensitize financial models, perform diligence, draft credit approval memos, review legal documentation, coordinate closings, and manage portfolio reviews, amendments, and ratings while integrating AI tools to improve underwriting workflows.
Top Skills:
Ai ToolsExcelMicrosoft WordOutlookPowerPoint
Fintech • Financial Services
Lead cross-functional initiatives to strengthen risk management, improve operational efficiency, and enhance advisor and client experience for Wells Fargo Advisors Financial Network. Guide policy interpretation and execution, resolve complex escalations, support strategy development, and mentor business support managers while supporting onboarding, training, and talent development across brokerage support.
Top Skills:
Brokerage Advisor ToolsFinet
Fintech • Financial Services
Support supervisory and oversight functions for Wealth & Investment Management by reviewing alternative investments and securities-based lending, analyzing supervisory controls for high-risk strategies, recommending process and technology improvements, gathering and presenting risk metrics, and consulting with advisors and management to maintain compliance and strengthen controls.
Top Skills:
ExcelMicrosoft OutlookMicrosoft Word
Fintech • Financial Services
Lead underwriting and portfolio management for mid-corporate gaming clients: build and stress financial models, conduct diligence, review credit documentation, produce approval memos and quarterly portfolio reviews, manage closings, execute amendments/waivers, monitor market trends, and integrate AI tools to improve workflows.
Top Skills:
Ai ToolsExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
Fintech • Financial Services
Lead national Emerging Middle Market Agricultural Lending portfolio management, providing senior credit approval, underwriting standards, risk governance, team leadership, and collaboration with Relationship Managers and Independent Risk to drive disciplined growth and portfolio performance across agricultural sectors.
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