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Reposted 15 Days AgoSaved
In-Office
5 Locations
83K-137K Annually
Junior
83K-137K Annually
Junior
Fintech • Financial Services
The Credit Products Specialist I supports underwriting and management of commercial credit relationships, providing financial analysis and risk assessment to enable sound lending decisions.
Top Skills: Credit Analysis SoftwareExcel
Reposted 16 Days AgoSaved
In-Office
Beverly Hills, CA, USA
95K-154K Annually
Senior level
95K-154K Annually
Senior level
Fintech • Financial Services
The Senior Commercial Relationship Associate manages commercial client relationships, generating business, ensuring compliance, and providing high-level client service through collaboration and effective communication.
Top Skills: MS Office
Reposted 17 Days AgoSaved
In-Office
3 Locations
91K-137K Annually
Mid level
91K-137K Annually
Mid level
Fintech • Financial Services
The portfolio manager analyzes credit risk, structures loans, negotiates terms, manages a loan portfolio, and mentors junior team members. They ensure compliance and perform special projects as needed.
Top Skills: Crm SystemsFinancial ModelingRisk Assessment ToolsUnderwriting Software
Reposted 18 Days AgoSaved
In-Office
3 Locations
72K-124K Annually
Junior
72K-124K Annually
Junior
Fintech • Financial Services
The Credit Product Specialist I supports underwriting, portfolio management, and client collaboration for commercial credit relationships, ensuring sound credit decisions.
Top Skills: Credit Analysis SoftwareExcel
20 Days AgoSaved
In-Office
6 Locations
62K-106K Annually
Junior
62K-106K Annually
Junior
Fintech • Financial Services
Hands-on data engineering and model support for BSA/AML: build and maintain Python/SQL ETL pipelines, ensure data quality and lineage, run model monitoring and reporting, lead Actimize UAT and feed validation, produce compliance dashboards, and coordinate 2-4 offshore resources to support OCC MRA remediation and model governance.
Top Skills: Actimize FcrmActimize SamActimize WlxAzure DevopsETLGenaiGitJIRANumpyPandasPower BIPythonSnowflakeSQL
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Reposted 20 Days AgoSaved
In-Office
San Francisco, CA, USA
143K-222K Annually
Expert/Leader
143K-222K Annually
Expert/Leader
Fintech • Financial Services
The CRE Relationship Manager Sr oversees complex commercial real estate loan relationships, drives new business, ensures loan quality, and manages risk. They mentor others, collaborate with credit teams, and are responsible for origination and compliance.
Top Skills: MS Office
Reposted 20 Days AgoSaved
In-Office
2 Locations
132K-219K Annually
Senior level
132K-219K Annually
Senior level
Fintech • Financial Services
Responsible for business development and relationship management with middle market companies, focusing on generating revenue and ensuring credit quality. Requires expertise in complex loan negotiations and strong analytical skills.
Top Skills: Capital MarketsFx DerivativesTreasury Management
Reposted 20 Days AgoSaved
In-Office
2 Locations
63K-121K Annually
Mid level
63K-121K Annually
Mid level
Fintech • Financial Services
The Financial Planner delivers comprehensive financial planning to HNW clients, assists in analyses, participates in client meetings, and uses planning software for projections.
Top Skills: Crm ToolsEmoneyMoneyguidepro
Reposted 20 Days AgoSaved
In-Office
Palm Beach, FL, USA
63K-121K Annually
Mid level
63K-121K Annually
Mid level
Fintech • Financial Services
The Financial Planner supports HNW clients by preparing financial analyses, participating in meetings, utilizing software for projections, and ensuring compliance with regulations.
Top Skills: Crm ToolsEmoneyFinancial Planning SoftwareMoneyguidepro
21 Days AgoSaved
In-Office
2 Locations
72K-137K Annually
Junior
72K-137K Annually
Junior
Fintech • Financial Services
Support underwriting, structuring, and management of commercial credit relationships in Power & Renewables. Perform financial analysis, assess borrower creditworthiness, prepare credit approval packages, monitor portfolios and covenant compliance, collaborate with sales and credit teams, mentor analysts, and ensure regulatory compliance while identifying and mitigating credit risks.
Top Skills: Credit Analysis SoftwareCredit Decision ToolsExcelFinancial ModelingPivot TablesVlookup
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