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Reposted 3 Days AgoSaved
In-Office
2 Locations
Junior
Junior
Fintech • Software • Financial Services
Provide timely, accurate operational support for client banking including account and transaction maintenance, exception processing, daily report review, quality control, document indexing, compliance checks, research and escalation of operational issues, and cross-team collaboration to meet SLAs.
Top Skills: ExcelMS OfficeOutlookWord
Reposted 4 Days AgoSaved
In-Office
4 Locations
Senior level
Senior level
Fintech • Software • Financial Services
The VP, Treasury Operations Onboarding Manager oversees the Treasury Management Operations department, ensuring operational excellence, compliance, and client satisfaction while leading teams responsible for various Treasury Services functions.
Top Skills: Ach OriginationBusiness Online BankingInvestment Sweep AccountsSecure File Transfer ProtocolTreasury Management
Reposted 4 Days AgoSaved
In-Office
Santa Ana, CA, USA
Senior level
Senior level
Fintech • Software • Financial Services
The VP of Financial Systems and Solutions leads financial systems optimization, collaborating across teams to enhance accounting technology, automation, and reporting efficiency.
Top Skills: Ai ToolsAlteryxBlacklineBusiness ObjectsExcelOracle ErpPower BISmartview
5 Days AgoSaved
In-Office
Santa Ana, CA, USA
Junior
Junior
Fintech • Software • Financial Services
Support Credit Operations by gathering, analyzing, reconciling, and reporting credit metrics and Key Data Elements. Produce daily/monthly/quarterly/ad-hoc reports, resolve data discrepancies with Enterprise Data and business teams, recommend process and reporting improvements, and collaborate cross-functionally to strengthen credit risk management and operational efficiency.
Top Skills: ExcelPower BISQLTableau
Reposted 6 Days AgoSaved
In-Office
Santa Ana, CA, USA
Junior
Junior
Fintech • Software • Financial Services
Provide customer service and operational support for treasury management products (wires, ACH, RDC, Positive Pay, lockbox, merchant services, account analysis). Perform customer setups, maintain files, process account activity, assist with audits and RFP responses, train staff, resolve issues within authority, and support department projects while ensuring regulatory compliance.
Top Skills: Account AnalysisAccount ReconciliationAchEbankingLockboxMerchant Card ServicesExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft WordPositive PayRemote Deposit CaptureSmartstreetWires
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Reposted 6 Days AgoSaved
In-Office
2 Locations
Mid level
Mid level
Fintech • Software • Financial Services
Perform independent credit and financial analysis for middle-market clients, structure and recommend loans, monitor covenant compliance and risk ratings, coordinate due diligence and loan documentation, and ensure regulatory and policy compliance.
Top Skills: ExcelOutlookPowerPointWord
Reposted 6 Days AgoSaved
In-Office
3 Locations
Senior level
Senior level
Fintech • Software • Financial Services
Lead enterprise-wide, complex projects and programs within the EPMO; oversee governance, risk, change management, stakeholder engagement, executive reporting, audit readiness, and mentor project management staff to deliver strategic business outcomes in a regulated financial services environment.
Top Skills: AdaptiveworkClarizenExcelJIRAMonday.ComMs ProjectOutlookPmisPowerPointWord
Reposted 6 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech • Software • Financial Services
Manage and underwrite middle-market credit relationships by performing independent financial and credit analysis, preparing credit packages and financial models, monitoring covenant compliance and collateral, recommending credit decisions, coaching and evaluating staff, and ensuring regulatory and policy compliance. Support relationship managers, review loan documentation, and participate in hiring and employee development.
Top Skills: IbsExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft WordNcino
Reposted 8 Days AgoSaved
In-Office
Scottsdale, AZ, USA
Mid level
Mid level
Fintech • Software • Financial Services
Perform daily collateral monitoring for an assigned portfolio, verify borrowing bases, reconcile A/R agings and inventory, calculate ineligibles, identify and escalate exceptions, meet daily close deadlines, and support credit teams to manage risk and ensure portfolio integrity.
Top Skills: Abl SystemsExcelOutlookWord
10 Days AgoSaved
In-Office
Beverly Hills, CA, USA
Junior
Junior
Fintech • Software • Financial Services
Provide high-level administrative support to senior executives and Board members: manage schedules, travel, meetings, expense reports, filing and document systems, produce PowerPoint presentations, administer board portal (Diligent), coordinate board meetings and office logistics, and handle various projects with discretion.
Top Skills: Diligent Board PortalDocument Management SystemMS OfficeMicrosoft Powerpoint
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