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Reposted 8 Days AgoSaved
In-Office
Nashville, TN, USA
Senior level
Senior level
Fintech • Payments • Financial Services
Manage commercial client relationships, underwrite loans, ensure compliance with regulations, and develop business strategies to grow the bank's portfolio.
Top Skills: ExcelMicrosoft OutlookMicrosoft Word
Reposted 8 Days AgoSaved
In-Office
Greenwood, SC, USA
Senior level
Senior level
Fintech • Payments • Financial Services
Develops new business through sales, manages a loan and deposit portfolio, evaluates credit worthiness, ensures compliance, and builds client relationships.
Top Skills: ExcelMicrosoft OutlookMicrosoft Word
Reposted 8 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 8 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 8 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
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Reposted 8 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
Reposted 8 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.
9 Days AgoSaved
In-Office
Charleston, SC, USA
Junior
Junior
Fintech • Payments • Financial Services
Tracks closed mortgage loans from disbursement through investor delivery, verifies loan packages, resolves post-closing deficiencies, submits documentation for loan purchase, and maintains accurate tracking and reporting. The role also assists with loan audits, communicates with internal and external partners, meets delivery deadlines, and ensures compliance with policies. This is an onsite position in North Charleston with occasional travel.
Top Skills: Encompass
Reposted 10 Days AgoSaved
In-Office
Fort Lauderdale, FL, USA
Senior level
Senior level
Fintech • Payments • Financial Services
Support commercial loan and deposit portfolios by performing credit underwriting, financial and industry analysis, loan package preparation, portfolio monitoring, risk grading, compliance with lending regulations, and assisting Relationship Managers with credit approvals and client interactions.
Top Skills: ExcelMicrosoft Word
10 Days AgoSaved
In-Office
South of Broad, Charleston, SC, USA
Senior level
Senior level
Fintech • Payments • Financial Services
Prepares comprehensive financial plans for private wealth clients by gathering and analyzing financial information, entering data into eMoney, and developing tailored recommendations. Builds client relationships through individual and team meetings, identifies financial goals, educates clients on asset management and banking services, and supports client retention and revenue growth. Requires expertise in financial planning, asset allocation, investment strategies, and insurance-based risk management.
Top Skills: Emoney
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