Top Tech Jobs & Startup Jobs

Plan and execute internal audits, including complex engagements and SOX Section 404 testing; prepare audit programs, workpapers and reports; evaluate internal controls; supervise and train audit staff; liaise with external auditors; recommend corrective actions and ensure compliance with banking laws, auditing standards, and COSO framework.

Underwrite and oversee middle-ticket commercial equipment financing transactions from $100,000 to $1,000,000. Analyze financial statements, tax returns, cash flow, collateral, and repayment capacity; conduct fraud checks and due diligence; approve transactions within delegated authority; and present credit recommendations to senior management. The role also involves dealer and collateral approval, audit compliance, documentation, and frequent collaboration with Sales, Credit, and Senior Management.

Partners with financial advisors to serve mass affluent clients through discovery meetings, needs analysis, financial planning support, investment recommendations, portfolio reviews, referrals, and client relationship management. Gathers financial data, supports retirement and investment planning, maintains Salesforce records, reviews rebalancing recommendations, and ensures regulatory compliance. The role develops advisory, technical, and business-development skills with progression toward a Financial Advisor position.

Reviews and analyzes servicer reports for corporate trust securitizations, ensuring accuracy against governing documents and agreed reporting requirements. Manages monthly report receipt, reconciles current and prior-period data, and coordinates with technology teams to capture collateral and funding information in databases. Supports servicer setup and standardization, follows loan-servicing policies and regulatory requirements, collaborates with internal and external partners, and contributes to team projects.

Design, develop, test, and deploy scalable Salesforce solutions and integrations (including MuleSoft). Perform Salesforce administration, support, troubleshooting, and performance monitoring. Mentor junior developers, collaborate with stakeholders, and drive continuous improvement and automation within the CRM environment.

Partner with Advisors to conduct client discovery, analyze financial data, support development of financial plans and investment recommendations, manage referrals and client communications, maintain client records in Salesforce, and build advisory skills toward a Financial Advisor role.

The Senior .NET Software Developer designs, develops, and tests custom software applications, mentors junior developers, and collaborates with teams to implement solutions.

Responsible for developing small ticket equipment leasing programs, soliciting manufacturers and distributors, and attending conferences to generate business referrals.

Assist in creating credit decision scorecards, develop credit risk modeling strategies, analyze data, validate credit default rates, and support projects.

Support implementation and oversight of centralized model portfolios and investment strategies. Maintain portfolio/trading system data, monitor model adoption and eligibility, execute rebalances and trades, produce reports, assist investment research and strategy initiatives, and optimize portfolio management technology and workflows under senior supervision.