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4 Days AgoSaved
In-Office
Memphis, TN, USA
Mid level
Mid level
Financial Services
Processes collateral lien releases for consumer and commercial loans, including real estate, vehicle titles, UCC filings, securities, and deposit accounts. Prepares and records release documents, processes paid-loan and integrity reports, communicates with recording offices and vendors, maintains accurate imaging records, and ensures compliance with policies, controls, and service-level agreements. Provides internal and external customer service while supporting procedure testing and documentation.
Top Skills: AlsArxFdrHoganExcelMicrosoft OutlookMicrosoft Word
4 Days AgoSaved
In-Office
Nashville, TN, USA
Junior
Junior
Financial Services
Supports wealth management advisors by managing client relationships, account openings and maintenance, paperwork, service inquiries, reconciliations, and compliance procedures. Coordinates with sales, compliance, back-office teams, and other business lines while maintaining accurate client data and records. Handles inbound requests, monitors workflows, supports client and prospect meetings, and manages multiple time-sensitive assignments. Requires strong organization, communication, customer service, Microsoft Office proficiency, and preferably FINRA and insurance licenses.
Top Skills: DocusignExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
4 Days AgoSaved
In-Office
Jacksonville, FL, USA
Senior level
Senior level
Financial Services
Manages commercial banking relationships with high-value clients, develops new business, structures and recommends loans, evaluates credit risk, prepares underwriting materials, coordinates deal teams, finalizes term sheets and closing requirements, monitors covenants and portfolio performance, and advises clients on financial products and strategies.
Top Skills: ExcelMicrosoft OutlookMicrosoft Word
4 Days AgoSaved
In-Office
Miami, FL, USA
Senior level
Senior level
Financial Services
Leads a team of data analysts supporting marketing campaigns and projects. Defines audience, segmentation, and measurement requirements; designs Alteryx workflows and ETL processes; connects Salesforce, Data Cloud, Databricks, and other platforms; ensures data quality, integrity, privacy, and regulatory compliance; and improves reusable data delivery processes across marketing technology systems.
Top Skills: AlteryxDatabricksDataikuETLIbm Db2Ms SqlOracleSalesforce ApisSalesforce CRMSalesforce Data CloudSalesforce Loyalty CloudSalesforce Marketing CloudSalesforce Privacy Center
4 Days AgoSaved
In-Office
2 Locations
Junior
Junior
Financial Services
Supports wealth management advisors and clients through account opening, maintenance, documentation, transaction processing, compliance procedures, and service issue resolution. Manages client communications, referrals, account activity reviews, data accuracy, operational workflows, and changing priorities. Coordinates with sales, compliance, back-office teams, and other business lines while helping improve client satisfaction and system usage.
Top Skills: DocusignExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
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4 Days AgoSaved
In-Office
7 Locations
Entry level
Entry level
Financial Services
Participates in a 24-month banking rotation program across business areas, supporting projects, client activities, process improvements, and operational initiatives. Builds enterprise knowledge, business acumen, leadership readiness, and cross-functional relationships through rotations, mentoring, training, and capstone work. Prepares updates and recommendations, completes development activities, applies feedback, and demonstrates sound judgment, adaptability, accountability, and alignment with bank values.
4 Days AgoSaved
In-Office
Memphis, TN, USA
Mid level
Mid level
Financial Services
Processes paper and electronic data accurately, prepares departmental reports and budget roll-ups, maintains documentation, handles routine information requests, supports customers, and assists with employee or community projects while completing required compliance training.
Top Skills: Microsoft Office Suite
4 Days AgoSaved
In-Office
8 Locations
Senior level
Senior level
Financial Services
Supports Corporate Treasury’s Pricing and Profitability Team by analyzing financial data, developing business requirements, validating data, coordinating user acceptance testing, documenting controls and system dependencies, investigating system issues, and improving processes and data quality. The role serves as a business-side subject matter expert and partners with technology, data management, business teams, and vendors on system enhancements and strategic analytical initiatives.
Top Skills: DatabricksExcelMS OfficePower BIPowerPointPythonRSalesforceSQLVBAVisioWord
4 Days AgoSaved
In-Office or Remote
5 Locations
Entry level
Entry level
Financial Services
Reviews and investigates potential OFAC sanctions matches, identifies transactions requiring blocking or rejection, researches supporting documentation, applies sanctions regulations, assists with screening system testing, and supports audits, examinations, and regulatory information requests.
Top Skills: Microsoft Office SuiteOfac Sanctions Screening Systems
4 Days AgoSaved
In-Office
Houston, TX, USA
Senior level
Senior level
Financial Services
Provides senior-level client service and operational support for commercial banking accounts. Responsibilities include opening and maintaining accounts, reviewing KYC and beneficial ownership documentation, processing transactions and loan support activities, resolving exceptions, addressing client inquiries, identifying cross-selling opportunities, preparing reports and client materials, and mentoring and training other Client Specialists while ensuring compliance and operational accuracy.
Top Skills: Banking SystemsMicrosoft Office Suite
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