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Fintech • Financial Services
Manages commercial banking portfolios for clients with $100 million to $2 billion in annual revenue. Conducts complex credit investigations, evaluates loan information, supports underwriting and debt structuring, mitigates risk, ensures compliance, and leads projects and portfolio management teams. Collaborates with peers and managers, mentors less experienced staff, maintains internal and external partnerships, and supports commercial lending and treasury management activities.
Fintech • Financial Services
Manage commercial banking portfolios for clients with $100 million to $2 billion in annual revenue. Responsibilities include researching complex credit information, evaluating loan alternatives, guiding medium-risk deliverables, resolving portfolio management issues, leading projects and teams, mentoring colleagues, ensuring compliance, and identifying and mitigating risk. The role requires expertise in commercial lending, underwriting, debt structures, syndications, treasury management, and legal documentation.
Fintech • Financial Services
Conduct equity research on small- and mid-cap software companies by analyzing financial statements, industry and market data, and maintaining financial models and databases. Co-author research content with the Senior Analyst, communicate investment conclusions, attend industry events, develop company relationships, and collaborate across research teams. The role requires FINRA licensing, regulatory compliance, background screening, and up to 10% travel.
Top Skills:
BloombergFactsetExcelMS OfficeMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
Fintech • Financial Services
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.
Fintech • Financial Services
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.
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Fintech • Financial Services
Manages commercial banking portfolios for clients with $100 million to $2 billion in annual revenue. Responsibilities include researching complex credit information, reviewing loan investigations, resolving portfolio management issues, leading projects and teams, mentoring colleagues, managing risk, ensuring compliance, and supporting underwriting and execution of complex commercial lending transactions.
Fintech • Financial Services
Manages commercial banking portfolios for clients with $100 million to $2 billion in annual revenue. Conducts complex credit investigations, evaluates loan information, guides risk deliverables, resolves portfolio management issues, and leads projects and teams. Responsibilities include underwriting and executing commercial and industrial transactions, reviewing legal documentation, mitigating risk, ensuring compliance, collaborating with stakeholders, and mentoring less experienced employees.
Top Skills:
C&I SyndicationsCommercial LendingCredit UnderwritingTreasury Management
Fintech • Financial Services
Manages commercial banking portfolios for clients with $100 million to $2 billion in annual revenue. Responsibilities include researching complex credit information, evaluating loan and underwriting alternatives, resolving portfolio-management issues, leading projects and teams, mitigating risk, ensuring compliance, collaborating with stakeholders, and mentoring less experienced employees.
Fintech • Financial Services
Two-year, non-rotational analyst program supporting Wealth & Investment Management through financial analysis, process improvement, project participation, issue resolution, operational support, and strategic initiatives. Analysts collaborate with leaders, teams, and vendors while developing communication, financial, investment, and business skills. Roles are non-client-facing and may support client relationship groups, digital investing, or branch operations. Positions are based in St. Louis or Charlotte and require relocation flexibility.
Fintech • Financial Services
Provides credit portfolio guidance on performance, emerging risks, risk appetite, policies, and compliance. Reviews credit reports, policies, procedures, and findings; recommends risk mitigation strategies to management; and collaborates with internal and external stakeholders. Requires at least six months of credit portfolio consulting experience or equivalent qualifications, with securities market or lending operations experience preferred.
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