Top Finance Jobs

Solicit and originate residential jumbo mortgages for affluent borrowers. Build referral relationships with realtors, builders, financial professionals, bank branches, and past customers. Evaluate applications, financial and credit data, appraisals, title reports, and real estate transactions to recommend suitable loan products. Quote rates and points, manage rate locks, communicate underwriting requirements, and ensure compliant, high-quality customer service. Maintain SAFE and Loan Originator regulatory compliance, including background, financial responsibility, and ongoing screening requirements.

Leads quantitative credit analyses for Home Lending portfolio and origination performance. Evaluates credit strategy, policy, and underwriting guideline changes through historical data, forecasting, scenario analysis, and external benchmarks. Identifies trends, concentrations, emerging risks, and opportunities, then communicates actionable recommendations to senior leaders and stakeholders. The role also develops executive reporting and dashboards while ensuring compliance with mortgage regulations and risk policies.

Leads quantitative credit analyses for Home Lending portfolio strategy, policy, and guideline changes. Evaluates origination and portfolio performance, credit risk metrics, trends, emerging risks, and business opportunities using complex datasets, scenario analysis, forecasts, and external benchmarks. Develops executive reporting and communicates actionable recommendations to senior leaders and cross-functional stakeholders while supporting regulatory compliance and risk management decisions.

Provides middle-office operational support for APAC fixed-income sales desks, including trade allocation, affirmation, confirmation, client account and settlement instruction management, failed-trade resolution, and risk controls. Manages client queries and coordinates with trading, settlement, technology, risk, operations, and project teams. The analyst also improves processes, supports user acceptance testing, and participates in new product initiatives.

Leads quantitative credit analyses for Home Lending portfolio and origination performance. Evaluates credit strategy, policy, and underwriting guideline impacts through historical data, forecasting, scenario analysis, and external benchmarks. Identifies trends, emerging risks, concentrations, and performance drivers, then communicates actionable recommendations to senior leaders and stakeholders. Develops executive reporting and supports risk management, regulatory compliance, and escalation activities.

Supervise the Administrative Account Review team within Fiduciary Management Services. Responsibilities include assigning accounts, reviewing trust documents, negotiating fees, approving discretionary distributions, overseeing fiduciary policies and risk controls, resolving operational issues, improving processes, supporting business development, managing resources, and hiring and developing staff. The role also provides guidance on trust taxability, document interpretation, and fiduciary risk management while engaging internal stakeholders and external customers.

Manages complex estate and trust death settlements, including securing, collecting, valuing, selling, and delivering tangible personal property. Partners with investment managers, clients, attorneys, accountants, beneficiaries, vendors, and bank teams; researches probate and trust issues across jurisdictions; administers accounts according to governing documents, policies, and applicable law; manages risk and client relationships. Requires extensive travel by air and automobile, including possible nights and weekends.

Provides routine lending support to Wealth Underwriting and Credit teams, including loan booking and maintenance, portfolio monitoring, documentation and compliance tracking, financial statement collection, payment follow-up, and client servicing. Resolves routine questions involving lending systems and processes, identifies process improvements, and escalates non-routine issues while supporting risk and compliance requirements.

Lead commercial loan servicing operations by resolving complex inquiries, coordinating loan advances and payments, processing letters of credit, supporting loan trades and assignments, and ensuring compliance and accuracy. Provide guidance and training to representatives, prioritize workflows, mentor team members, coordinate cross-functional issue resolution, interpret loan documentation and policies, and identify process and control improvements.

Supports indirect tax and SEZ compliance, including GST returns, reconciliations, input tax credit reviews, invoice and transaction validation, tax accounting, regulatory documentation, audits, notices, and statutory submissions. Coordinates with internal teams, vendors, auditors, consultants, tax authorities, and SEZ officials. Monitors regulatory changes, maintains compliance evidence and trackers, identifies risks, and contributes to process improvement and automation.