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YesterdaySaved
In-Office
Charlotte, NC, USA
Senior level
Senior level
Financial Services
Senior Portfolio Manager leading commercial and corporate loan underwriting, structuring, origination, servicing, credit analysis, and risk management. Partners with Relationship Managers to support C&I and commercial real estate borrowers, develop lending proposals, identify cross-sell opportunities, maintain portfolio quality, oversee documentation and due diligence, and mentor junior team members. Requires strong financial analysis, communication, organization, customer service, and Microsoft Office skills.
Top Skills: ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
YesterdaySaved
In-Office
5 Locations
Entry level
Entry level
Financial Services
Supports business continuity and resilience initiatives across business units. Responsibilities include developing and validating continuity plans, business impact analyses, dependency maps, recovery strategies, risk assessments, training, emergency notification exercises, tabletop exercises, and reporting. The role facilitates communication with business, technology, and risk partners, supports incident and crisis management, and participates in rotating 24/7 on-call coverage.
Top Skills: Microsoft Office Suite
YesterdaySaved
In-Office
2 Locations
Junior
Junior
Financial Services
Review, research, and resolve client fraud and dispute claims while ensuring regulatory compliance and accurate documentation. Conduct interviews, issue client notifications, adjust accounts, identify recoverable transactions, and initiate merchant chargebacks. Provide empathetic client service, collaborate across teams, maintain auditable records, and contribute to process improvements.
YesterdaySaved
In-Office
9 Locations
Mid level
Mid level
Financial Services
Administers and monitors anti-money laundering software to support BSA/AML compliance. Responsibilities include system maintenance, configuration, upgrades, data quality, access management, performance testing, automation, database support, issue resolution, regulatory data requests, and recommendations for system changes. Serves as the subject matter expert for AML software and related databases while providing accurate information to compliance management.
Top Skills: AlteryxMS OfficePower BISQLTableau
YesterdaySaved
In-Office or Remote
2 Locations
Senior level
Senior level
Financial Services
Provides commercial lending support to relationship managers and banking clients. Reviews and funds loans, manages portfolio exceptions, processes overdrafts and lines-of-credit withdrawals, coordinates loan closings, and communicates with attorneys, insurers, title companies, and other professionals. Assists with appraisals, flood determinations, UCC filings, and OFAC-related processes. Requires banking customer service experience, client specialist experience, Microsoft Office proficiency, and familiarity with LaserPro and loan documentation.
Top Skills: LaserproMicrosoft Office Suite
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YesterdaySaved
In-Office
Memphis, TN, USA
Entry level
Entry level
Financial Services
Defines, prioritizes, and delivers data analytics and AI-enabled products supporting enterprise reporting and data-driven decisions. Acts as the liaison among business stakeholders, data engineering, analytics, platform, and data science teams. Establishes product direction, identifies AI and machine learning opportunities, ensures alignment with strategic objectives and data governance standards, and manages multiple initiatives and stakeholder groups.
Top Skills: AIData AnalyticsData EngineeringData GovernanceData ScienceEnterprise ReportingMachine Learning
YesterdaySaved
In-Office
Memphis, TN, USA
Entry level
Entry level
Financial Services
Manages enterprise email security controls and investigates suspicious messages, phishing, social engineering, business email compromise, and related threats. Responsibilities include triaging reports, analyzing headers and URLs, reviewing Proofpoint alerts and quarantines, troubleshooting email delivery, supporting incident response, containing malicious messages, documenting evidence, and collaborating with identity, endpoint, messaging, and security teams. The role also supports digital risk protection, email authentication controls, threat escalation, process improvements, and after-hours response.
Top Skills: DkimDmarcDnsEndpoint Detection And Response ToolsMicrosoft 365MS OfficeMicrosoft OutlookProofpointProofpoint Secure Email GatewaySecurity SandboxesServicenowSpfSplunk
YesterdaySaved
In-Office or Remote
3 Locations
Entry level
Entry level
Financial Services
Provides technical support for Treasury Management products by handling incoming service requests, resolving client issues, navigating multiple systems, delivering training, and recommending needs-based products. Maintains advanced product knowledge, follows banking audit and security policies, coordinates with sales, product, and implementation teams, and tracks recurring issues to identify process improvements and client risks.
YesterdaySaved
In-Office
Memphis, TN, USA
Senior level
Senior level
Financial Services
Develops and maintains full-stack .NET applications for wealth management. Responsibilities include designing and normalizing data sets, building data extraction and loading processes, coding, testing, debugging, documenting, implementing, and supporting software applications. Requires expertise in C#, ASP.NET, .NET Core, API development, cloud technologies, and Agile methodologies. The role is onsite and involves up to 5% domestic travel.
Top Skills: .Net CoreApi DevelopmentAsp.NetAWSAzureC#
YesterdaySaved
Remote
2 Locations
Senior level
Senior level
Financial Services
Develops and executes Treasury Management sales strategies for existing, new, and prospective commercial clients. Drives revenue and sales goals through networking, client needs analysis, product proposals, working capital analysis, and partnership with Relationship Managers. Provides treasury product demonstrations and training, supports onboarding, manages analyst workloads, tracks implementation timelines, and prepares reports for management. Requires strong knowledge of treasury products, pricing, payment and receivable processes, and cash flow analysis.
Top Skills: ExcelMicrosoft OutlookMicrosoft Word
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