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Reposted 3 Hours AgoSaved
In-Office
8 Locations
160K-334K Annually
Senior level
160K-334K Annually
Senior level
Fintech
The Team Lead for CDLI manages a sales team focused on affordable housing financing, driving growth and community impact through strategic leadership and client relationship management.
Reposted 3 Hours AgoSaved
In-Office
3 Locations
61K-94K Annually
Mid level
61K-94K Annually
Mid level
Fintech
The Agency Closer is responsible for managing the closing process in the Commercial Mortgage Group, ensuring compliance, resolving issues, and maintaining client relationships while adhering to internal policies.
Top Skills: ExcelMicrosoft OutlookMicrosoft Word
Reposted 3 Hours AgoSaved
In-Office
South Burlington, VT, USA
19-28 Hourly
Entry level
19-28 Hourly
Entry level
Fintech
The Financial Wellness Associate serves clients, processes transactions, promotes financial wellness, and develops relationships to meet clients' financial needs.
Top Skills: Mobile AppsPc With Windows Based ApplicationsWeb-Based Browsing
Reposted 3 Hours AgoSaved
In-Office
2 Locations
Entry level
Entry level
Fintech
The Assistant Closer supports the Closing Manager in transactions, completes compliance checks, collaborates with the team, and manages risks related to closing processes.
Top Skills: Box.ComExcelMicrosoft OutlookMicrosoft Word
Reposted 3 Hours AgoSaved
In-Office
8 Locations
123K-257K Annually
Senior level
123K-257K Annually
Senior level
Fintech
The Underwriting Team Leader oversees a team focused on financing affordable housing, ensuring risk management, workflow efficiency, and stakeholder communication while mentoring team members and supporting business growth.
Top Skills: MS OfficeSalesforce
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Reposted 3 Hours AgoSaved
In-Office or Remote
3 Locations
94K-175K Annually
Senior level
94K-175K Annually
Senior level
Fintech
The VP, Portfolio Management analyzes financial data, prepares underwriting documents, manages credit requests, and monitors corporate clients' portfolios. Responsibilities include structuring transactions, ensuring compliance, and maintaining asset quality while demonstrating leadership skills.
Top Skills: MS Office
Reposted 3 Hours AgoSaved
In-Office
5 Locations
79K-146K Annually
Junior
79K-146K Annually
Junior
Fintech
The Portfolio Manager manages client portfolios, providing financial advice, credit monitoring, and support for lending operations. Responsibilities include analyzing financial statements, structuring credit delivery, and enhancing client relationships.
Top Skills: Common Business SoftwareInternet ApplicationsMs Office SuiteSpreadsheets
YesterdaySaved
In-Office
Poughkeepsie, NY, USA
50K-62K Annually
Entry level
50K-62K Annually
Entry level
Fintech
The Private Client Advisor will provide investment services to Mass Affluent clients, focus on financial planning, and grow client relationships through comprehensive financial solutions and consultative sales processes.
Top Skills: Finra Security Industry Essentials
YesterdaySaved
In-Office
3 Locations
61K-94K Annually
Mid level
61K-94K Annually
Mid level
Fintech
The Digital Data Analyst will assess the digital data ecosystem, ensuring data quality and governance, while enabling data-driven decisions and supporting AI initiatives.
Top Skills: Adobe AnalyticsFullstoryPythonSQL
YesterdaySaved
In-Office
2 Locations
Mid level
Mid level
Fintech
The Private Client Advisor will grow relationships with Mass Affluent clients, provide financial solutions, and collaborate with banking teams to boost client investment services.
Top Skills: Client Management SoftwareFinancial Planning SoftwareFinra License S63Finra License S66Finra License S7Finra Security Industry Essentials
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