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Top Finance Jobs
Fintech • Financial Services
Manages complex middle-market commercial banking credit portfolios across C&I, commercial real estate, and investor real estate relationships. Performs financial research, underwriting, loan structuring, portfolio monitoring, risk analysis, and client relationship management. Reviews financial statements and tax returns, resolves credit issues, supports portfolio growth, leads projects, collaborates with stakeholders, and mentors junior team members while ensuring regulatory and compliance requirements are met.
Top Skills:
Credit Risk Management ToolsFinancial Modeling Software
Fintech • Financial Services
Manages complex commercial banking credit portfolios across middle-market C&I, commercial real estate, and investor real estate relationships. Performs financial research, underwriting, loan structuring, portfolio monitoring, risk analysis, and client relationship management. Reviews financial statements and tax returns, supports portfolio growth, resolves credit issues, leads projects, collaborates with stakeholders, and mentors junior team members while ensuring compliance and sound risk decisions.
Fintech • Financial Services
Manages complex middle-market commercial banking credit portfolios spanning C&I, commercial real estate, and investor real estate. Responsibilities include financial research, underwriting, loan structuring, portfolio monitoring, risk analysis, client relationship management, compliance, and portfolio growth. Leads projects, resolves complex issues, collaborates with stakeholders, and mentors junior team members while supporting sound credit and risk decisions.
Top Skills:
Credit Risk Management ToolsFinancial Modeling
Fintech • Financial Services
Manage complex commercial banking credit portfolios across middle-market C&I, commercial real estate, and investor real estate relationships. Responsibilities include financial research, underwriting, loan structuring, portfolio monitoring, risk analysis, client relationship management, project leadership, stakeholder collaboration, and mentoring junior team members. The role requires evaluating financial statements and tax returns, supporting portfolio growth, ensuring compliance, and achieving long-term financial objectives.
Fintech • Financial Services
Solicits and originates residential mortgage loans, builds referral relationships, evaluates customer financial and credit information, recommends suitable loan products, explains rates and requirements, manages applications and lock-ins, and ensures compliant, timely customer service. The role requires SAFE registration, adherence to Regulation Z and Wells Fargo policies, ongoing regulatory compliance, and successful financial responsibility, character, and background screening.
Top Skills:
NmlsRegulation ZSafe Mortgage Licensing System
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Fintech • Financial Services
Leads regulated records management for Corporate and Investment Banking, serving as a subject matter expert on retention and regulatory record-keeping requirements. Inventories records, advises information owners, identifies and remediates retention risks, assesses information management controls, and coordinates global records initiatives. The role develops solutions to complex issues, supports strategic execution, collaborates with governance stakeholders, and guides less experienced staff while ensuring compliance with SEC, CFTC, FINRA, and internal requirements.
Top Skills:
Cftc Record-Keeping RequirementsFinraExcelMS OfficeMicrosoft OutlookMicrosoft PowerpointMicrosoft WordRecords Management PlatformsSec Record-Keeping Requirements
Fintech • Financial Services
Early-career Commercial Real Estate Analyst supporting senior bankers with underwriting real estate lending transactions. Responsibilities include financial and cash-flow modeling, credit analysis, deal memorandum preparation, loan documentation review, profitability and risk-rating analysis, loan monitoring, and participation in client meetings and site visits. The program includes comprehensive training in accounting, credit analysis, valuation, financial modeling, and transaction structuring.
Top Skills:
MS Office
Fintech • Financial Services
Underwrite and structure complex commercial credit facilities for law firms and legal industry clients. Analyze financials, cash flow, collateral, and borrower performance; develop customized lending solutions; negotiate documentation; manage commercial portfolios; monitor risk; and present credit recommendations to senior leadership. Collaborate with private bankers, regional directors, attorneys, counsel, and other stakeholders while ensuring compliance with credit policies and regulatory standards.
Top Skills:
ExcelMS OfficeMicrosoft Word
Fintech • Financial Services
Serve as a trusted advisor to HNW/UHNW clients by originating, structuring, and executing bespoke credit solutions. Partner with Financial Advisors and CRG to originate deals, negotiate terms, present to underwriting and risk, drive loan growth and portfolio profitability, and support recruiting and strategic initiatives within Wealth Custom Lending.
Fintech • Financial Services
Originate, structure, and close bespoke lending solutions for HNW/UHNW clients. Partner with Financial Advisors and Risk/Underwriting to negotiate terms, drive loan growth, and manage portfolio profitability while ensuring compliance and licensing requirements.
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