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Fintech • Financial Services
Lead underwriting, financial analysis, structuring, negotiation, execution, and portfolio management for complex financing transactions secured by alternative assets. Evaluate borrowers, guarantors, fund structures, financial statements, tax returns, and collateral. Provide credit recommendations, monitor emerging risks, advise client-facing teams, collaborate with legal and risk stakeholders, and mentor underwriting professionals while supporting portfolio quality, revenue growth, and risk objectives.
Top Skills:
Finra
Fintech • Financial Services
Lead Wells Fargo Equipment Finance's national Dealer Finance platform, owning strategy, growth, portfolio performance, dealer and OEM relationships, risk-adjusted underwriting, and enterprise partnerships. Manage and develop geographically dispersed teams, set policies, drive portfolio reviews and problem-loan resolution, and ensure compliance and financial controls while delivering profitable, risk-managed growth.
Fintech • Financial Services
Lead Wells Fargo Equipment Finance's national Dealer Finance platform, set strategy, drive portfolio growth and risk-adjusted returns, manage dealer/OEM relationships, oversee underwriting/portfolio reviews, and develop talent and cross-enterprise partnerships to ensure compliant, profitable portfolio performance.
Fintech • Financial Services
Frontline banking role building customer relationships through in-branch interactions and outreach. Support account openings, service requests, credit applications, cash handling, and referrals while following compliance and risk controls. Use digital tools to help customers and collaborate with branch teammates to deliver consistent service and drive branch growth.
Fintech • Financial Services
Lead a retail branch team to drive growth in deposits, lending, and investments through coaching, performance management, sales execution, and risk-aware operations. Recruit, develop, and hold bankers accountable while partnering with internal teams, promoting digital solutions, and ensuring compliance and customer protection.
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Fintech • Financial Services
Leads underwriting, financial analysis, structuring, negotiation, and execution of complex financing secured by alternative investments. Evaluates borrowers, guarantors, financial statements, tax returns, fund structures, and collateral. Manages credit portfolios, monitors risk, develops recommendations, partners with bankers, legal, risk, and operations teams, and provides mentorship. Focuses on private equity, private credit, hedge funds, family offices, and ultra-high-net-worth clients.
Fintech • Financial Services
Lead biotech investment banking client relationships; originate, structure and execute M&A and capital markets transactions; provide strategic planning, mentor junior staff, ensure regulatory compliance, and manage multiple projects in a fast-paced environment. Travel up to 50%.
Top Skills:
ExcelPowerPointWord
Fintech • Financial Services
Provides second-line compliance oversight and advisory support for an equities sales and trading business. Responsibilities include monitoring risk-based compliance programs, overseeing CAT and other transaction reporting, maintaining controls and standards, assessing and remediating compliance issues, advising stakeholders on regulations, and presenting risk metrics to management and governance committees. The role partners with Audit, Legal, Risk, and regulators and requires expertise in equity products, trading environments, and regulatory reporting.
Top Skills:
CatEbsLoprRcsaSdrTraceTrf
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
Lead Wells Fargo Equipment Finance's national Dealer Finance platform, owning strategy, growth, portfolio and risk management across construction, transportation, and agriculture. Oversee underwriting, portfolio reviews, dealer/OEM relationships, product strategy, policy development, resource allocation, and talent development to drive disciplined, risk-adjusted expansion and enterprise collaboration.
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