Top Finance Jobs

Oversee credit programs for OEM and dealer relationships within commercial banking and equipment finance. Responsibilities include underwriting, financial analysis, program approval, performance monitoring, program modification and structure negotiation, third-party servicing oversight, compliance, and executive stakeholder engagement. The role also leads projects and teams, mentors junior staff, evaluates financial statements and tax returns, and manages complex portfolio risks.

Administers complex fiduciary relationships for high-net-worth and ultra-high-net-worth clients. Responsibilities include interpreting trust and estate documents, implementing estate plans, managing distributions and account maintenance, ensuring fiduciary and regulatory compliance, resolving complex issues, improving controls and processes, advising clients and partners, and mentoring staff. The role also supports risk management, client experience, marketing, and business development initiatives.

Supports financial advisors with client service, account establishment, forms, account research, appointment preparation, referrals, marketing coordination, regulatory recordkeeping, and administrative operations. Provides direct client communication and serves as a liaison for referral sources. Requires brokerage support experience and active FINRA licensing, including Series 7 and 63, with ongoing compliance and background screening obligations.

Supports commercial loan servicing customers and resolves inquiries, complaints, and complex transactions. Monitors loan systems, handles construction-related disbursements, audits loan setups and modifications, monitors collateral, prepares payoff letters, releases collateral, and performs billing and customer research. Escalates non-routine issues, follows compliance requirements, and collaborates with colleagues to resolve servicing matters. The role requires one year of commercial loan servicing experience and permanent night-shift, on-site work in Taguig City.

Performs inventory, machinery, equipment, and intangible asset valuations for asset-based lending. Reviews third-party appraisals, evaluates credit and underwriting considerations, establishes collateral advance rates, owns appraisal processes, supports valuation strategies, resolves complex issues, leads projects, and mentors staff while collaborating with collateral examination teams.

Structures, prices, and executes equity-linked structured products and quantitative investment strategy indices. Develops and back-tests strategies, builds Python pricing and analytics tools, evaluates derivative payoffs and risk, supports product approvals and launches, monitors performance, and partners with Sales, Trading, Legal, Compliance, Risk, Operations, and Technology teams. Engages institutional and retail clients, prepares marketing materials, and identifies commercially relevant investment opportunities.

Support CMBS/SASB large-loan origination and underwriting by analyzing property financials, underwriting cash flows, preparing credit and origination materials, coordinating transaction execution, supporting rating agency and B-buyer diligence, maintaining deal pipeline, and using CRE platforms (Trepp, CoStar, REIS) to support securitization and execution.

Manages complex delinquent commercial loan accounts, researches credit and account information, negotiates workout and restructuring plans, evaluates collateral equity and loss projections, and monitors policy and risk-rating compliance. The role also supports training, resolves issues with internal stakeholders, applies company procedures, and exercises independent judgment in a deadline-driven environment.

Manages tangible personal property and estate settlement services for trusts and probate estates. Responsibilities include securing, collecting, valuing, delivering, or selling assets; administering accounts in compliance with governing documents, policies, and applicable laws; researching jurisdictional issues; managing risk; and collaborating with clients, beneficiaries, fiduciaries, attorneys, accountants, vendors, and bank partners. The role requires extensive travel and may include nights and weekends.

Leads the overall strategy, governance, financial performance, portfolio oversight, and executive relationships for a Wells Fargo–Polaris joint venture. Responsibilities include board management, forecasting, pricing, deal onboarding, dealer portfolio risk, operational controls, underwriting coordination, compliance, and team leadership. The role drives strategic decisions, cross-functional initiatives, client relationship development, risk resolution, and long-range growth planning.