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Reposted 7 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech • Software • Financial Services
The Credit Risk Manager underwrites transactions, mitigates lending risks, and oversees compliance while interacting with clients and preparing reports.
Top Skills: ExcelMicrosoft WordOutlook
8 Days AgoSaved
In-Office
3 Locations
Senior level
Senior level
Fintech • Software • Financial Services
Lead requirements gathering, process mapping, and impact analysis for Deposit Operations projects. Define acceptance criteria, design and execute testing/UAT, analyze operational/client data, build reports and dashboards, and drive process improvements and automation in collaboration with Compliance, Risk, Technology, and Operations stakeholders.
Top Skills: AlteryxMicrosoft CopilotExcelMicrosoft PowerpointPower BISQLTableau
Reposted 8 Days AgoSaved
In-Office
Phoenix, AZ, USA
Junior
Junior
Fintech • Software • Financial Services
The Sales Assistant will support relationship managers with client onboarding, documentation, compliance tracking, and customer service in banking activities.
Top Skills: Banking SystemsCRMKyc
Reposted 8 Days AgoSaved
In-Office
Phoenix, AZ, USA
Junior
Junior
Fintech • Software • Financial Services
The Lending Specialist manages deal flow, interacts with stakeholders for timely closings, coordinates closing documentation, and ensures proper loan processing of funds and payments.
Top Skills: MS OfficeNcino Software
9 Days AgoSaved
In-Office
4 Locations
Senior level
Senior level
Fintech • Software • Financial Services
Serve as primary liaison for loan approval through closing and life-of-loan servicing; manage pipeline, review and coordinate closing documentation, mentor junior staff, ensure proper booking and controls, and partner with operations to resolve issues and process funding/payments.
Top Skills: Bank Core SystemMS OfficeNcino
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10 Days AgoSaved
In-Office
2 Locations
Mid level
Mid level
Fintech • Software • Financial Services
Perform post-closing review and follow-up for commercial loan documentation to ensure completeness, accuracy, and regulatory compliance; collaborate with internal teams, respond to stakeholders, support audits, and maintain loan servicing logs.
Top Skills: Adobe AcrobatDatabasesFcm/ImagecentreIbs Core SystemExcelMicrosoft OutlookMicrosoft Word
Reposted 10 Days AgoSaved
In-Office
2 Locations
Mid level
Mid level
Fintech • Software • Financial Services
Perform regular daily, monthly, and quarterly reconciliations of bank statements, accounts, and ledgers; investigate and resolve discrepancies; collaborate with internal teams and senior staff to improve reconciliation processes and ensure accurate financial reporting.
Top Skills: Financial DatabasesFis/IbsExcelPivottablesReporting SystemsSAPVlookup
Reposted 10 Days AgoSaved
In-Office
Morristown, NJ, USA
Junior
Junior
Fintech • Software • Financial Services
Manage risk and compliance projects, develop reporting/metrics, maintain regulatory issue documentation, organize committee meetings, deliver training, perform regulatory research, and collaborate with stakeholders to improve controls and processes.
Top Skills: ExcelPower BIPowerPointSharepoint
Reposted 11 Days AgoSaved
In-Office
2 Locations
Junior
Junior
Fintech • Software • Financial Services
The Associate in Wealth Management supports client relationships, manages onboarding processes, and identifies opportunities to grow client portfolios. They assist in sales planning and collaborate with wealth sales professionals to provide client information and support compliance regulations.
Top Skills: IbsPershingSalesforce
Reposted 11 Days AgoSaved
In-Office
New York, NY, USA
Mid level
Mid level
Fintech • Software • Financial Services
The Syndication Loans Associate supports the Loan Syndications Group in structuring, negotiating, and executing syndicated lending transactions while maintaining credit risk levels.
Top Skills: Microsoft Suite
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