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2 Days AgoSaved
In-Office
San Antonio, TX, USA
Junior
Junior
Fintech
Manage trust accounts by processing contributions, distributions, transfers, and reconciliations. Serve as an escalation point for complex client issues, provide account information, coordinate activities across teams, prepare daily account reports, and review accounts for regulatory and policy compliance. The role requires trust or custody operations experience, securities knowledge, strong communication skills, and Microsoft Office proficiency.
Top Skills: MS Office
2 Days AgoSaved
In-Office
San Antonio, TX, USA
Mid level
Mid level
Fintech
Plans, drafts, edits, and maintains technical documentation describing complex IT systems, architectures, data flows, operational procedures, integrations, and disaster recovery processes. Collaborates across IT and banking departments to understand systems and keep documentation current as features, integrations, and procedures change. Requires enterprise IT knowledge, strong communication skills, Visio proficiency, and familiarity with server platforms, networks, virtualization, firewalls, SaaS, and Microsoft applications.
Top Skills: Agile ScrumDmzsEnterprise SoftwareFirewallsMicrosoft VisioNetwork InfrastructureSaaSServer PlatformsVirtualization Platforms
2 Days AgoSaved
In-Office
Midland, TX, USA
Junior
Junior
Fintech
Supports commercial relationship managers by reviewing loan documentation, identifying deficiencies, monitoring credit facilities for policy compliance, and administering customer portfolios. Builds knowledge of client businesses and supports long-term customer relationships. The role provides analytical training, sales experience, and mentorship while requiring strong communication, teamwork, financial analysis, and accounting knowledge.
Top Skills: MS Office
2 Days AgoSaved
In-Office
Fort Worth, TX, USA
Senior level
Senior level
Fintech
Supports insurance producers with account renewals, cross-selling, client retention, risk analysis, service planning, underwriting submissions, premium collection, and policy coordination. Serves as the primary day-to-day contact for existing clients, develops service plans, explains coverage and pricing information, and maintains current insurance-market expertise while delivering responsive client service.
Top Skills: MS Office
Reposted 3 Days AgoSaved
In-Office
San Antonio, TX, USA
Entry level
Entry level
Fintech
Provide internal lending and credit users with support for credit systems: develop, test, debug, integrate, administer software; generate reports; log issues; train users; coordinate with IT.
Top Skills: AceMS OfficeOperating Systems
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3 Days AgoSaved
In-Office
Post Oak, TX, USA
Senior level
Senior level
Fintech
Independently manages fiduciary investment accounts and deploys proprietary strategies aligned with client objectives. Oversees multi-asset portfolios, evaluates securities for approved lists, supports wealth management operations and committees, mentors staff, contributes to business development, and communicates investment concepts to clients. Requires strong financial market knowledge, analytical and problem-solving abilities, and familiarity with alternative asset classes. Preferred qualifications include a master’s degree, CFA or CFP designation, industry tools experience, and public presentation experience.
Top Skills: BloombergFactsetFitekMS Office
3 Days AgoSaved
In-Office
San Antonio, TX, USA
Junior
Junior
Fintech
Processes domestic and international wire transfers, verifies transactions against banking regulations, researches fraud and transfer inquiries, analyzes money movement, provides customer support, and reconciles transactions to clearing accounts. The role requires strong communication, analytical, organizational, and computer skills, with funds transfer experience required. Banking experience and English-Spanish bilingual ability are preferred.
4 Days AgoSaved
In-Office
Bellaire, TX, USA
Junior
Junior
Fintech
The Producer develops commercial insurance business by prospecting leads, meeting with clients, assessing insurance needs, gathering underwriting information, preparing proposals, and closing sales. The role also services assigned accounts, reviews policies and risk plans, identifies appropriate insurance markets, and explains coverage, limits, deductibles, and renewals. Strong communication, organization, insurance knowledge, sales ability, and Microsoft application proficiency are required. A Texas General Lines insurance license is required or must be obtained within 90 days.
Top Skills: Microsoft Applications
4 Days AgoSaved
In-Office
Northwest Crossing, Houston, TX, USA
Junior
Junior
Fintech
Manages and coordinates regional commercial teller operations, ensuring efficient workflows, cash accountability, internal controls, and regulatory compliance. Leads supervisors and special projects, recommends process improvements, resolves complex customer issues, and supports the sale of additional banking services. Requires strong leadership, organization, communication, customer service experience, and proficiency with Microsoft computer applications.
Top Skills: Microsoft Computer Applications
4 Days AgoSaved
In-Office
San Antonio, TX, USA
Mid level
Mid level
Fintech
Develop and maintain scalable ETL processes, data pipelines, reports, dashboards, and analytical solutions using Salesforce, Tableau, Cognos, and enterprise data. Ensure data governance, quality, reporting standards, infrastructure performance, and stakeholder alignment. Recommend Salesforce enhancements and automation opportunities, resolve complex data issues, and provide guidance to other data engineers.
Top Skills: CognosData ModelingData PipelinesETLNoSQLSalesforceSchema DesignSQLTableauTeradata
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