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4 Days AgoSaved
Hybrid
2 Locations
Junior
Junior
Fintech
Monitors compliance with BSA, AML, OFAC, and USA PATRIOT Act requirements. Investigates suspicious activity referrals, evaluates higher-risk accounts, recommends resolutions such as SAR filings or relationship exits, gathers supporting documentation, maintains regulatory knowledge, and supports compliance projects. Uses analytical, financial, reporting, and communication skills to conduct timely investigations and maintain effective internal controls.
Top Skills: Banking ApplicationsCustom Banking SystemsExcelMS Office
4 Days AgoSaved
In-Office
Dallas, TX, USA
Junior
Junior
Fintech
Delivers instructor-led, virtual, and in-person training for financial advisors and support staff. Supports onboarding, answers technology and process questions, coordinates training schedules, tracks attendance and completion, maintains records, and updates training materials. Communicates policy and system changes while partnering with Operations, Compliance, and Technology teams to ensure accurate information. Occasional travel, overtime, and weekend work may be required.
Top Skills: Crm SystemsMicrosoft Office Suite
6 Days AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Fintech
Manages a portfolio of non-performing and adversely graded commercial, real estate, and select consumer loans. Identifies credit risk, recommends risk grades and reserves, develops workout and recovery strategies, negotiates with borrowers, coordinates legal actions, evaluates enforcement options, maintains criticized-asset reporting, and supports audits and regulatory examinations.
Top Skills: MS Office
8 Days AgoSaved
In-Office
Dallas, TX, USA
Mid level
Mid level
Fintech
Administer and analyze incentive compensation plans for mortgage sales employees. Develop compensation addendums, assess plan performance, recommend amendments, validate calculations, interpret plan provisions, and resolve employee or manager compensation concerns. The role partners with Sales, Finance, HR, and Commission Analysts, supports change management, monitors regulatory requirements, conducts competitive assessments, and identifies discrepancies to ensure employees are paid according to plan parameters.
Top Skills: ExcelMicrosoft Office SuiteMicrosoft Word
11 Days AgoSaved
In-Office
Dallas, TX, USA
Internship
Internship
Fintech
Summer intern supporting the Public Finance team through financial data analysis, client memo review, presentation and proposal development, disclosure assistance, and shadowing traders and public finance bankers. The role provides hands-on exposure to municipal finance, investment banking, trading desk products, client interactions, and financial services initiatives. This is an in-person internship running May 24 through July 30, 2027.
Top Skills: Internet ExplorermacOSMS OfficeMicrosoft OutlookWindows
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11 Days AgoSaved
In-Office
Dallas, TX, USA
Internship
Internship
Fintech
Summer Wealth Management Intern supporting advisors and company initiatives. Responsibilities include training on industry software and regulations, delivering securities presentations, archiving and converting files, updating advisor websites, researching technology and marketing, and assisting with summer marketing efforts. The role provides exposure to branch operations, wealth advisors, investment strategies, and financial services career opportunities.
Top Skills: FinraInternet ExplorermacOSMS OfficeOutlookWindows
11 Days AgoSaved
In-Office
Dallas, TX, USA
Internship
Internship
Fintech
Summer compliance intern supporting securities compliance functions, report development, data accuracy analysis, workflow documentation, administrative tasks, executive requests, and special projects under compliance management supervision. The role provides hands-on exposure to financial services compliance and requires strong analytical, organizational, communication, and Microsoft Office skills.
Top Skills: ExcelMS OfficeMicrosoft Powerpoint
11 Days AgoSaved
In-Office
Memphis, TN, USA
Internship
Internship
Fintech
Summer intern supporting a fixed income capital markets sales and trading desk. Responsibilities include learning fixed income products and desk strategies, working with traders and sales teams, supporting the Strategies team, developing analytical tools and reports, and streamlining daily processes using Bloomberg, Excel, and firm platforms.
Top Skills: BloombergFirm Trading PlatformsExcelMS OfficeMicrosoft OutlookWindows
11 Days AgoSaved
In-Office
Dallas, TX, USA
Internship
Internship
Fintech
Summer Operations Intern supporting invoice tracking, vendor-spend analysis, contract mapping, general ledger and chart of accounts maintenance, account reconciliations, financial reporting controls, process improvements, and ad hoc analyses. The role provides hands-on exposure to financial services operations and accounting processes while collaborating with teams across the company.
Top Skills: MS Office
11 Days AgoSaved
Hybrid
Dallas, TX, USA
Junior
Junior
Fintech
Provides personalized support for commercial treasury management clients, coordinating with sales and banking teams to resolve requests. Supports product installation, system testing, file testing, client training, and ongoing assistance for services including ACH, Positive Pay, Lockbox, Account Recon, and Deposit Direct. Acts as a liaison with internal teams, external clients, and treasury product vendors while ensuring timely follow-up and one-call resolution.
Top Skills: AchAdobe Acrobat ProFtpMS OfficePositive Pay
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