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Reposted 6 Days AgoSaved
In-Office
Trinity, NC, USA
Mid level
Mid level
Fintech • Payments • Financial Services
The Commercial Relationship Manager originates commercial loans and cross-sells bank products, analyzes loan applicants, negotiates terms, and advises customers on financial matters.
Top Skills: MS Office
Reposted 6 Days AgoSaved
In-Office
Buckhead, Atlanta, GA, USA
Senior level
Senior level
Fintech • Payments • Financial Services
Support Relationship Managers by underwriting and managing commercial loan and deposit portfolios: analyze financials, prepare credit packages, monitor risk grading, ensure regulatory and documentation compliance, assist in credit approvals, and maintain client and internal relationships.
Top Skills: ExcelMicrosoft Word
Reposted 6 Days AgoSaved
In-Office
3 Locations
Mid level
Mid level
Fintech • Payments • Financial Services
Support commercial loan and deposit portfolios by performing credit analysis, preparing complete loan packages, monitoring portfolio risk and compliance, assisting relationship managers with underwriting and presentations, and ensuring documentation and regulatory adherence.
Top Skills: ExcelMicrosoft Word
Reposted 6 Days AgoSaved
In-Office
Silver Hill, Spring, AR, USA
Mid level
Mid level
Fintech • Payments • Financial Services
The Associate Financial Consultant services existing and prospective client relationships, supports financial consultants with administrative tasks, and manages appointment scheduling to enhance productivity and sales.
Top Skills: Broker/Dealer SystemsCompliance TechnologyInvestment ProductsExcelMicrosoft Word
Reposted 6 Days AgoSaved
In-Office
Buckhead, Atlanta, GA, USA
Senior level
Senior level
Fintech • Payments • Financial Services
The Middle Market Portfolio Manager I manages large corporate loans, evaluates credit worthiness, ensures compliance, and maintains client relations. Responsibilities include underwriting, financial analysis, and risk assessment.
Top Skills: ExcelMicrosoft Word
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Reposted 6 Days AgoSaved
In-Office
Morrison, WI, USA
120K-120K Annually
Senior level
120K-120K Annually
Senior level
Fintech • Payments • Financial Services
This role involves managing a team of Mortgage Bankers, ensuring loan compliance, driving sales in the Atlanta market, and recruiting new talent.
Top Skills: FhaFhlmcFnmaUsdaVa
Reposted 6 Days AgoSaved
In-Office
5 Locations
Senior level
Senior level
Fintech • Payments • Financial Services
The Middle Market Portfolio Manager I manages loan and deposit portfolios, evaluates creditworthiness, conducts industry research, and ensures compliance with regulations, while providing superior client service and ongoing portfolio management.
Top Skills: ExcelMicrosoft Word
Reposted 6 Days AgoSaved
In-Office
Downtown, PA, USA
Mid level
Mid level
Fintech • Payments • Financial Services
The role involves developing new business, managing a loan and deposit portfolio, analyzing creditworthiness, and ensuring regulatory compliance.
8 Days AgoSaved
In-Office
3 Locations
Junior
Junior
Fintech • Payments • Financial Services
Provide email and phone support for Treasury Management products, research and resolve client inquiries, ensure documentation and processes meet regulatory requirements, assist implementations and data mapping during conversions, advise clients on security and product usage, maintain tracking logs, support sales officers, and participate in testing and special projects.
Top Skills: MS OfficeOnline Banking Systems
8 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech • Payments • Financial Services
Support Treasury Management sales by developing product expertise, onboarding small business clients, assisting the Treasury Management Sales Officer, identifying TM leads with retail bankers, leading client fraud discussions, and contributing to revenue-generating activities and TM projects.
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