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Reposted 7 Days AgoSaved
In-Office
New Orleans, LA, USA
Senior level
Senior level
Fintech
Manage and lead a six-person documentation team for a $2B equipment finance portfolio. Draft, maintain, and negotiate loan and lease documents, streamline closing processes, ensure UCC and lien compliance, audit closed transactions, and support deal structuring and training.
Top Skills: Document Management SystemsMicrosoft Office Suite
Reposted 9 Days AgoSaved
In-Office
2 Locations
Junior
Junior
Fintech
Financial Advisors consult with clients to assess their financial situations and recommend suitable investment solutions, ensuring compliance with regulatory requirements.
Top Skills: Finra Investment LicenseLife And Health Insurance License
Reposted 10 Days AgoSaved
In-Office
Houston, TX, USA
Expert/Leader
Expert/Leader
Fintech
Regional Wealth Managers lead Wealth Management Teams, focusing on profitability, sales, regulatory compliance, and client service across multiple markets. They ensure performance against goals and develop community relations to generate new business.
Top Skills: AccessExcelMicrosoft Office (WordPowerpoint)
10 Days AgoSaved
In-Office
New Orleans, LA, USA
Senior level
Senior level
Fintech
Supervise finance staff and oversee preparation, review, and analysis of journal entries, reconciliations and financial statements. Coordinate monthly close, prepare consolidated variance explanations, support audits, maintain general ledger and accounting software, assign and standardize work, resolve discrepancies, and cross-train staff.
Top Skills: Accounting SoftwareGeneral LedgerMicrosoft AccessExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
10 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech
Lead and oversee technical design and infrastructure projects, coordinate with Enterprise Project Office and technology teams, translate business requirements into technical specifications, manage vendor relationships, track budgets and timelines, and ensure project documentation and deliverables are completed.
Top Skills: ExcelMicrosoft PowerpointMicrosoft ProjectMicrosoft Word
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12 Days AgoSaved
In-Office
Mobile, AL, USA
Junior
Junior
Fintech
Provide day-to-day client service and administrative support to Relationship Managers, handling account documentation, onboarding, loan paperwork, account monitoring, and coordinating with underwriting, compliance, and operations while using platforms like nCino and Salesforce.
Top Skills: Microsoft Office SuiteNcinoSalesforce
12 Days AgoSaved
In-Office
Mobile, AL, USA
Mid level
Mid level
Fintech
Provides complex administrative and operational support to Relationship Managers for high-value commercial clients. Prepares and reviews loan documentation using nCino and Salesforce, monitors account activity, mentors junior administrators, manages deposit and loan processes, leads efficiency projects, ensures regulatory compliance, and supports cross-selling and client relationship reviews.
Top Skills: Microsoft Office SuiteNcinoSalesforce
Reposted 12 Days AgoSaved
In-Office
2 Locations
Expert/Leader
Expert/Leader
Fintech
The Emerging Payments Product Portfolio Manager leads strategy for credit and debit products, driving growth and optimizing performance through data analysis, marketing plans, and stakeholder collaboration.
Top Skills: Aci PostilionExcelMastercardNcrTsysVisaWord
Reposted 13 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech
Designs, develops, and optimizes the enterprise data warehouse and ETL processes. Performs data modeling, cleansing, SQL optimization, documentation, and provides technical guidance to support reporting and analytics.
Top Skills: AWSAzureData ModelingData WarehousingDatabricksETLInformaticaMicrosoft AccessExcelMicrosoft WordMs Integration Services (Ssis)OutlookPower PivotPowerPointSnowflakeSQL
Reposted 13 Days AgoSaved
In-Office
New Orleans, LA, USA
5-10 Annually
Senior level
5-10 Annually
Senior level
Fintech
Risk Officers develop and implement corporate risk management practices, assess risks, and collaborate with various business units to mitigate potential risks.
Top Skills: Grc PlatformSharepoint
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