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Reposted 7 Days AgoSaved
In-Office
3 Locations
Mid level
Mid level
Fintech • Software • Financial Services
The Portfolio Manager oversees customer relationships, manages loan portfolios, ensures compliance, and promotes financial services. They engage with clients, assess risks, and support credit decisions while adhering to management policies.
Top Skills: Commercial BankingRisk Management
Reposted 9 Days AgoSaved
In-Office
Houston, TX, USA
Mid level
Mid level
Fintech • Software • Financial Services
The Relationship Manager develops new business, manages client portfolios, underwrites loans, and negotiates banking products with middle-market clients.
Top Skills: BankingCredit AnalysisPortfolio ManagementTreasury Management
Reposted 15 Days AgoSaved
In-Office
Palo Alto, CA, USA
Senior level
Senior level
Fintech • Software • Financial Services
The Senior Lending Assistant assists customers with financial needs, coordinates with managers for loan servicing, resolves complex issues, and provides administrative support.
Top Skills: Data Collection ToolsMicrosoft Office Suite
18 Days AgoSaved
In-Office
4 Locations
Mid level
Mid level
Fintech • Software • Financial Services
The 1031 Escrow Analyst manages escrow accounts, coordinates with clients and legal teams, ensures compliance, and handles documentation and disbursements.
Top Skills: Account AnalysisEcisHoganMS OfficeTrio
Reposted 20 Days AgoSaved
In-Office
San Francisco, CA, USA
Senior level
Senior level
Fintech • Software • Financial Services
The Senior Wealth Advisor leads business development efforts, manages client relationships, and provides customized financial solutions while achieving sales goals.
Top Skills: Estate PlanningInvestment ManagementTrust Services
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Reposted 20 Days AgoSaved
In-Office
Phoenix, AZ, USA
Mid level
Mid level
Fintech • Software • Financial Services
The Relationship Manager handles new business development, manages client portfolios, and conducts underwriting for middle market clients with revenues of $30MM to $500MM.
Reposted 20 Days AgoSaved
In-Office
La Puente, CA, USA
Mid level
Mid level
Fintech • Software • Financial Services
The Relationship Manager is responsible for business development, portfolio management, client relationship maintenance, and underwriting for middle market clients.
Reposted 20 Days AgoSaved
FL, USA
Mid level
Mid level
Fintech • Software • Financial Services
The Relationship Manager is responsible for business development, portfolio management, and underwriting for middle market clients, focusing on building and maintaining customer relationships.
Reposted 20 Days AgoSaved
In-Office
Raleigh, NC, USA
Mid level
Mid level
Fintech • Software • Financial Services
The Relationship Manager focuses on developing new business relationships, managing portfolios, underwriting, and maintaining customer relationships in corporate banking.
Reposted 20 Days AgoSaved
In-Office
Charlotte, NC, USA
Senior level
Senior level
Fintech • Software • Financial Services
Senior Wealth Advisors manage clients' financial needs, design custom marketing plans, and oversee client relationships while driving new business initiatives. They assess client backgrounds and coordinate with specialists to ensure service delivery and satisfaction.
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