Top Tech Jobs & Startup Jobs

Provides accounting and administrative support for mortgage operations. Responsibilities include auditing borrower mortgage accounts, reconciling general ledger and cash accounts, coordinating deposits and loan wires, supporting accounts payable, verifying mortgage loan transactions, and maintaining accurate financial records. The role requires attention to detail, confidentiality, customer service, and compliance with banking policies and regulations.

Serves as the liaison between business units and IT, eliciting and documenting requirements, coordinating technology resources, and supporting software implementations. Leads complex projects, process improvements, testing, compliance activities, and training. Creates business requirements, use cases, process diagrams, test plans, and user stories; identifies risks and dependencies; recommends technical and business solutions; and mentors junior team members while ensuring adherence to security, legal, and regulatory standards.

Leads complex credit analysis, underwriting, transaction structuring, and portfolio risk management for capital finance exposures. Evaluates borrower financials, collateral, leverage, liquidity, covenants, and enterprise value; prepares credit recommendations and loan committee presentations; structures asset-based and structured lending transactions; monitors portfolio performance and borrowing bases; identifies emerging risks; and develops mitigation plans for stressed credits.

Provides reception, clerical, and administrative support for agency operations. Responsibilities include tracking insurance licenses, managing continuing education notifications, maintaining producer appointments, coordinating mail and paperwork, supporting events and volunteer opportunities, testing and auditing workflows, updating procedure manuals, assigning training plans, and assisting with general office duties.

Provides administrative and operational support to wealth and fiduciary advisors and clients. Responsibilities include account opening and closing, asset transfers, transactions, account reviews, client communication, wealth platform support, reporting, trust distributions, regulatory compliance, document retention, notary services, and Medallion Signature Guarantees.

Provides administrative and processing support to personal lines account managers and advisors. Responsibilities include maintaining policy data and documentation in Epic, processing carrier transactions, preparing insurance documents, communicating with carriers, monitoring claims, reviewing policy changes, and supporting office operations. Requires strong computer, data entry, communication, customer service, prioritization, and multitasking skills.

Provides personal lines insurance account servicing for clients, agents, and carriers. Maintains policy data in EPIC, processes new business, renewals, endorsements, claims, and documentation, prepares coverage proposals, responds to inquiries, monitors outstanding items, and identifies cross-selling opportunities. Requires insurance coverage knowledge, carrier relationship management, accurate data entry, customer service, communication, organization, and an appropriate state insurance license. This is a pipeline opportunity for future openings.

Build and retain profitable commercial insurance accounts through prospecting, risk analysis, quoting, coverage recommendations, sales presentations, renewals, cross-selling, and client relationship management. The role also involves coordinating with carriers and account managers, documenting activities in EPIC, supporting claims and loss-control efforts, collecting premiums, and meeting agency sales and retention goals. Managerial responsibilities include carrier relationships, staff development, workflow oversight, training, and sales performance monitoring.

Prospects, quotes, and sells personal property, casualty, and benefits insurance accounts while meeting sales goals. Manages client relationships, renewals, retention, coverage reviews, policy changes, documentation, payments, referrals, and carrier communications. Analyzes risks, recommends coverage programs, prepares proposals, supports claims, and collaborates with account managers and underwriters while following agency policies and applicable regulations.

Evaluate, structure, and monitor capital finance credit exposures through financial statement and collateral analysis, prepare credit memoranda, support approvals, perform portfolio monitoring, and partner with deal teams to optimize risk-adjusted returns.