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YesterdaySaved
In-Office
3 Locations
Senior level
Senior level
Fintech • Software • Financial Services
Supervises branch operations across temporary regional assignments, ensuring regulatory compliance, quality control, transaction accuracy, customer service, audit readiness, and workflow completion. Coaches and trains employees, supports hiring and performance evaluations, resolves customer issues, approves transactions, reviews reports, controls expenses, and runs branches when management is absent. Travel between branch locations is required.
Top Skills: ExcelMicrosoft Word
YesterdaySaved
In-Office
Brea, CA, USA
Senior level
Senior level
Fintech • Software • Financial Services
Owns enterprise performance management and succession planning programs, including goal setting, reviews, calibration, individual development plans, talent reviews, successor readiness, and leadership pipeline analysis. Establishes governance, communications, manager enablement, reporting, dashboards, and success measures. Partners with HR teams and business leaders to improve program adoption, accountability, development outcomes, and talent risk management.
Top Skills: Hr TechnologyPerformance Management SystemsReporting ToolsTalent Management Systems
YesterdaySaved
In-Office
4 Locations
Senior level
Senior level
Fintech • Software • Financial Services
Manages commercial real estate credit portfolios and serves as the primary credit contact for borrowers. Reviews loan documentation, advance requests, statements, covenants, collateral, financial trends, risk ratings, and portfolio performance. Evaluates amendments, waivers, extensions, and classified loans while preparing credit memoranda and recommendations. Leads quarterly risk reviews and supports team development through coaching, performance feedback, and oversight.
Top Skills: ExcelMS OfficeMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
2 Days AgoSaved
In-Office
4 Locations
Senior level
Senior level
Fintech • Software • Financial Services
Manages commercial real estate credit portfolios and serves as the primary credit contact for borrowers. Reviews loan documentation, advances, statements, covenants, collateral, financial trends, risk ratings, and project loan performance. Evaluates amendments, waivers, extensions, and classified loans, preparing credit memoranda and recommendations. Provides portfolio assessments and risk reviews while coaching and developing team members.
Top Skills: ExcelMS OfficeMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
2 Days AgoSaved
In-Office
3 Locations
Senior level
Senior level
Fintech • Software • Financial Services
Leads enterprise risk strategy and transformation initiatives, including risk appetite programs, enterprise risk assessments, process improvement, workflow automation, and executive risk reporting. Partners with Risk, Technology, Data, and business teams to standardize processes, improve data quality, strengthen controls, and deliver dashboards and automated solutions. The role coordinates cross-functional stakeholders, translates risk requirements into practical workflows, and ensures governance, auditability, regulatory alignment, and measurable operational outcomes.
Top Skills: Microsoft Power AppsMicrosoft Power AutomateMicrosoft Power Bi
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2 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech • Software • Financial Services
Leads the bank’s business continuity program as second in command, ensuring completion of business impact analyses, continuity plans, training, exercises, and regulatory deliverables. Manages crisis response processes, disaster recovery testing, continuity tools, vendor due diligence, audit requests, and executive and Board reporting. Develops policies and procedures, monitors FFIEC and banking requirements, and advises management on continuity risks and improvements. The role requires on-site work four days per week and availability outside regular hours during crises or testing.
Top Skills: Artificial IntelligenceLean Six SigmaExcelMicrosoft PowerpointMicrosoft WordOnsolveRiskonnect
2 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech • Software • Financial Services
Manages a portfolio of private equity and venture capital fund-finance relationships, overseeing client retention, credit quality, risk management, renewals, amendments, financing requests, and relationship growth. Evaluates financial, legal, collateral, and credit information; monitors covenants and portfolio performance; leads approvals and loan documentation; identifies banking opportunities; and collaborates with Credit, Legal, Operations, counsel, and clients. Provides guidance to junior team members without direct supervisory responsibility.
Top Skills: Banking SystemsCredit SystemsExcelMicrosoft WordPortfolio-Management Systems
2 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech • Software • Financial Services
Leads internal audit engagements from planning through reporting, including scoping, risk assessment, testing, workpaper and report review, issue follow-up, and stakeholder communication. Coordinates audit team members, provides technical guidance, evaluates findings, monitors management action plans, and supports audit planning and ongoing risk assessments. Requires strong analytical, organizational, communication, and project management abilities, along with extensive audit and financial services experience.
Top Skills: ExcelMicrosoft Office SuiteOutlookPowerPointWord
3 Days AgoSaved
In-Office
3 Locations
Expert/Leader
Expert/Leader
Fintech • Software • Financial Services
Leads foreign exchange business origination, retention, and expansion across banking segments. Partners with bankers and treasury sales teams to identify opportunities, structures spot, forward, and swap transactions, manages sales pipelines, negotiates pricing, advises senior clients, delivers market insights, and supports FX product growth and client retention.
3 Days AgoSaved
In-Office
3 Locations
Senior level
Senior level
Fintech • Software • Financial Services
Develops, retains, and expands foreign exchange client relationships. Partners with bankers and treasury management sales teams to identify opportunities, advises clients on FX risks and spot, forward, and swap solutions, builds sales pipelines, presents recommendations, negotiates pricing, coordinates transaction execution, and provides ongoing market and relationship support.
Top Skills: Foreign Exchange Forward TransactionsForeign Exchange Spot TransactionsForeign Exchange Swap Transactions
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