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Financial Services
Review dealer onboarding forms to identify discrepancies, track and monitor requests and queues to meet SLAs, perform peer reviews, prepare reports on trends and volumes, communicate with Sales and cross-functional partners to remove blockers, and propose process improvements to reduce errors and rework.
Top Skills:
ExcelOutlookWord
Financial Services
Provide first-line hardware, software, and network support via live chat and service requests. Diagnose and resolve technical issues using established tools and runbooks, document outcomes, and recommend process improvements. Work rotating shifts including every-other-weekend coverage.
Top Skills:
Hardware SupportIncident/Service Request ManagementLive ChatNetworkingRunbooks
Financial Services
Lead product ownership for self-directed investment account opening, owning backlog and delivery. Champion AI tools to accelerate workflows, build knowledge repositories, prototype solutions, and drive roadmap. Partner with designers, engineers, and architects, manage a technology team and scrum ceremonies, prioritize via data and AI insights, and ensure measurable product outcomes.
Top Skills:
AgileAi-Assisted Code ReviewAi-Driven Product AnalyticsAi-Powered PlatformsChatgptClaudeGithub CopilotPrompt EngineeringScrum
Financial Services
Support Trade Sales Officers in sourcing and executing trade and working capital solutions. Conduct industry and financial due diligence, prepare pitches and term sheets, calculate deal profitability, manage CRM and portfolios, collaborate with bankers and credit/operations teams, and develop expertise in supply chain, receivables, inventory finance, and other trade products with the goal of owning client relationships.
Financial Services
Support senior bankers in executing transactions for private equity firms and portfolio companies: prepare presentations, analyze business plans, assist due diligence, coordinate deal execution and internal partners, maintain client relationships, track KPIs, and mentor junior analysts.
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Financial Services
Technical lead who designs, builds, reviews, and delivers enterprise-scale Java full‑stack and cloud-native microservices. Guides and unblocks an engineering team, manages stakeholders, ensures compliance and resiliency, and drives CI/CD, testing, and operational stability across applications.
Top Skills:
AngularApplication ResiliencyCi/CdCloud (Cloud Native)CSSCypressDistributed SystemsDynatraceEs6GrafanaHTMLJavaJavaScriptJestJSONMicroservicesNoSQLPythonReactReact QueryRestful ApisRestful Web ServicesSecuritySplunkSpring BootSQLTypescriptWebpackWebsockets
Financial Services
Design, deliver, and evaluate role-specific training and learning materials for wholesale loan operations. Develop multimedia learning objects, maintain training documentation, coach trainees, support change initiatives, and collaborate with subject matter experts and stakeholders to ensure accurate, effective readiness programs.
Top Skills:
Adobe Creative Cloud SuiteArticulate StorylineCamtasiaExcelMicrosoft PowerpointMicrosoft Word
Financial Services
Execute and manage compliance and operational risk testing: assess control design and effectiveness, identify gaps, drive remediation, analyze results, and collaborate with stakeholders to improve testing methods and reporting.
Financial Services
Lead cross-functional technology programs for the Office of the Chief of Staff, defining scope, governance, and success metrics. Drive reporting, dashboards, global resiliency coordination, and vendor relationships. Identify and implement AI-enabled automation for recurring reporting and operations, document controls, and enable non-developer adoption of AI tooling. Provide executive readouts, risk management, and coach delivery teams to ensure alignment with business strategy and measurable outcomes.
Top Skills:
ChatgptClarityCopilotExcelJIRAMs ProjectPowerPointPpmSharepointTeamsWord
Financial Services
Label and annotate call transcripts and datasets to support ML models; validate AI/ML outputs; create taxonomies; analyze call data using GenAI tools; identify anomalies; collaborate with data scientists, engineers, and stakeholders to improve annotation processes and model performance.
Top Skills:
AIConversational AnalysisData AnnotationData RetrievalGenaiMachine LearningTaxonomy Development
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