Top Finance Jobs

Support CMBS/SASB large-loan origination and underwriting by analyzing property financials, underwriting cash flows, preparing credit and origination materials, coordinating transaction execution, supporting rating agency and B-buyer diligence, maintaining deal pipeline, and using CRE platforms (Trepp, CoStar, REIS) to support securitization and execution.

Support servicing commercial real estate, construction, and problem loans by performing administrative, transactional, and customer support tasks. Process payments, data entry, loan coding changes, audit system records, research and correct exceptions, handle cash management transactions, escalate non-routine issues, and mediate/dispute resolutions per bank policies and regulatory requirements.

Manages complex delinquent commercial loan accounts, researches credit and account information, negotiates workout and restructuring plans, evaluates collateral equity and loss projections, and monitors policy and risk-rating compliance. The role also supports training, resolves issues with internal stakeholders, applies company procedures, and exercises independent judgment in a deadline-driven environment.

Manages tangible personal property and estate settlement services for trusts and probate estates. Responsibilities include securing, collecting, valuing, delivering, or selling assets; administering accounts in compliance with governing documents, policies, and applicable laws; researching jurisdictional issues; managing risk; and collaborating with clients, beneficiaries, fiduciaries, attorneys, accountants, vendors, and bank partners. The role requires extensive travel and may include nights and weekends.

Leads the overall strategy, governance, financial performance, portfolio oversight, and executive relationships for a Wells Fargo–Polaris joint venture. Responsibilities include board management, forecasting, pricing, deal onboarding, dealer portfolio risk, operational controls, underwriting coordination, compliance, and team leadership. The role drives strategic decisions, cross-functional initiatives, client relationship development, risk resolution, and long-range growth planning.

Administer complex probate and trust estates during death settlement, including securing, collecting, valuing, delivering, or selling tangible personal property. Partner with investment managers, clients, attorneys, accountants, beneficiaries, vendors, and bank teams; ensure compliance with governing documents, policies, and probate, trust, and tax laws. Research jurisdictional issues, manage account risk, develop relationships, resolve complex matters, and mentor others. The role requires 75% travel, including airplane and automobile travel, with occasional nights and weekends.

Oversee complex estate and trust death settlements, including probate administration, asset collection, valuation, property delivery or sale, and compliance with governing documents and applicable laws. Partner with investment managers, clients, attorneys, accountants, beneficiaries, vendors, and bank teams. Research jurisdictional issues, manage fiduciary risk, build client relationships, and serve as a subject matter expert for tangible personal property. The role requires 75% travel, including airplane and automobile travel, with occasional nights and weekends.

Leads operational and administrative support for complex fiduciary relationships, including estate plan implementation, trust accounting, money movement, investment execution, account management, risk mitigation, and process improvements. Provides subject matter expertise, interprets trust procedures, communicates with clients and internal partners, and supports compliance-driven fiduciary operations.

Oversee complex estate and trust death-settlement processes, including probate administration, property securing, asset collection, valuation, and sale or delivery. Analyze fiduciary and financial information, research legal issues across jurisdictions, ensure compliance with governing documents and applicable laws, and manage client relationships. Partner with investment managers, attorneys, accountants, beneficiaries, vendors, and bank colleagues while mitigating account risk. The role requires frequent travel by air and automobile, including possible nights and weekends.

Solicits and originates residential jumbo mortgages for affluent borrowers. Builds referral relationships with realtors, builders, financial professionals, bank stores, and past customers. Evaluates applications, credit and financial data, appraisals, title reports, loan products, rates, and underwriting requirements. Provides compliant recommendations, customer communication, and follow-up throughout the mortgage process while meeting SAFE and Loan Originator regulatory requirements.