Top Tech Jobs & Startup Jobs

Develop and present comprehensive financial plans for affluent and ultra-high-net-worth clients. Model cash flow, retirement, tax, estate, insurance, education, succession, and philanthropic scenarios using financial planning software. Prepare client-ready recommendations, support Wealth Advisors and Trust Advisors, participate in client meetings, answer technical questions, and contribute to business development and continuous improvement of planning processes.

Generates, qualifies, structures, and closes asset-based commercial lending opportunities across Texas and Oklahoma. Builds referral networks, evaluates borrower and collateral quality, prescreens opportunities against lending guidelines, negotiates financing proposals, and coordinates with underwriting, credit, legal, portfolio management, and operations teams. Maintains Salesforce pipeline records and attends networking events. The role carries annual lead, term sheet, closing, and funding expectations and requires approximately 50% travel.

Reviews and attests to the accuracy of foreclosure, bankruptcy, and conveyance documents; supports escalated loans; negotiates settlements; coordinates with attorneys and Loss Mitigation; prepares reports; trains review teams; and serves as a corporate representative or witness at trials, hearings, and depositions. The role requires strong research, communication, judgment, confidentiality, and travel for testimony.

Supports mortgage servicing transfer transactions from onboarding through closing and post-closing. Responsibilities include preparing and organizing legal documents, maintaining transaction checklists, coordinating closings and stakeholder meetings, tracking counterparty issues, communicating transfer instructions, supporting reporting workflows, reviewing servicer claims, and advising business units on contract interpretation. The role operates under supervision in a fast-paced environment involving varied and complex transaction management duties.

Provides first-tier technical support to internal users, troubleshoots PC and application issues, creates and manages service tickets, assigns escalated incidents according to SLAs, and documents resolutions. Supports the Support Desk Manager with policies, procedures, reporting, and projects. Requires strong communication, multitasking, judgment, Active Directory knowledge, and familiarity with Windows, Microsoft Office, process documentation, and PowerShell.

Analyzes and improves business processes, maps workflows, translates requirements into future-state solutions, and builds workflow applications using Decisions, RPA, and other automation tools. Collaborates with business and technical stakeholders through design, testing, UAT, training, and implementation. Coordinates multiple initiatives, timelines, risks, dependencies, and stakeholder communications while supporting process automation and continuous improvement.

Implements and trains business customers on treasury management services, coordinating with sales, relationship managers, bank operations, support teams, and product management. Responsibilities include managing service setup, agreements, billing validation, customer follow-up, product improvement feedback, and remote deposit installations. Requires knowledge of treasury management products, banking operations, compliance, financial processes, and risk management.

Monitor loans throughout the foreclosure process, coordinate with external vendors, review weekly reports, and manage high-volume work accurately and efficiently in a regulated mortgage servicing environment.

Designs, implements, and supports enterprise network infrastructure across data centers, campuses, and remote locations. Manages Cisco routing and switching, Fortinet firewalls and SD-WAN, SASE, Zero Trust networking, cloud connectivity, and VXLAN/EVPN data center fabrics. Troubleshoots complex network issues, supports incident response, documents architectures, evaluates technologies, and collaborates with cybersecurity and infrastructure teams. Provides on-call support in an on-site, regulated banking environment.

Build, configure, test, and refine no-code generative AI agents and automated workflows for business use cases. Translate stakeholder needs into agent instructions, workflow logic, requirements, and success criteria. Gather feedback, validate outputs, improve solution performance, and help business teams adopt AI responsibly. The role requires strong communication, technical aptitude, process improvement skills, attention to detail, and comfort working in a regulated environment.