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Fintech • Financial Services
Oversee credit programs for OEMs, dealers, vendors, and equipment finance businesses. Responsibilities include complex financial research, underwriting, portfolio monitoring, program structuring, modifications, risk oversight, documentation negotiation, and executive stakeholder engagement. The role also leads projects, mentors colleagues, and ensures compliance with banking policies and requirements.
Fintech • Financial Services
Oversee credit programs for OEM, dealer, vendor, and equipment finance relationships. Perform complex financial research, underwriting, and structuring; review financial statements and tax returns; monitor portfolio and program performance; negotiate program modifications and documentation; manage third-party servicing oversight; collaborate with senior management and stakeholders; lead projects, teams, and mentoring efforts.
Fintech • Financial Services
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.
Fintech • Financial Services
Handles complex commercial loan closing activities, including reviewing legal documentation, uploading and validating data, and ensuring compliance with bank policies and regulatory requirements. Collaborates with Credit, Sales, and Legal teams to confirm documentation accuracy and negotiated terms. Provides subject matter expertise, supports less experienced staff, and recommends process and tool improvements within Commercial Loan Closing.
Fintech • Financial Services
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.
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Fintech • Financial Services
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.
Top Skills:
ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
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.
Fintech • Financial Services
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.
Top Skills:
Finra Series 63Finra Series 7Machine LearningPythonSie
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