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19 Days AgoSaved
In-Office
Chevy Chase, MD, USA
34K-34K Annually
Senior level
34K-34K Annually
Senior level
Fintech • Software • Financial Services
Evaluate and structure commercial credit requests (cash flow, asset-based, CRE), perform financial and collateral analysis, prepare credit packages and models, monitor covenant compliance and risk ratings, ensure regulatory adherence, and manage, coach, and evaluate staff.
Top Skills: ExcelIbsNcinoOutlookPowerPointWord
19 Days AgoSaved
In-Office
2 Locations
34K-34K Annually
Mid level
34K-34K Annually
Mid level
Fintech • Software • Financial Services
Perform independent credit and financial analysis for middle-market commercial clients, structure and evaluate loan requests (asset-based, term, CRE), monitor covenants and collateral, prepare Credit Approval Reports, assess risk ratings, ensure regulatory and policy compliance, and coordinate with relationship managers, loan administration, and legal counsel.
Top Skills: ExcelOutlookPowerPointWord
19 Days AgoSaved
In-Office
La Jolla, Placentia, CA, USA
34K-34K Annually
Junior
34K-34K Annually
Junior
Fintech • Software • Financial Services
Support branch operations by processing transactions accurately, assisting tellers, approving transactions within limits, ensuring security and compliance, responding to internal requests, identifying customer needs and referring products, and contributing to audit and risk mitigation.
Top Skills: ExcelMicrosoft Word
20 Days AgoSaved
In-Office
Santa Ana, CA, USA
48K-48K Annually
Entry level
48K-48K Annually
Entry level
Fintech • Software • Financial Services
Provide phone and digital support to consumer and commercial clients: answer account/card inquiries, troubleshoot online/mobile issues, process debit card maintenance, research and resolve escalations, assist with account openings and wires, follow bank policies and compliance requirements, and maintain knowledge of regulations and payment rules.
Top Skills: EcchoExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft WordNachaPci
Reposted 22 Days AgoSaved
In-Office
4 Locations
34K-34K Annually
Senior level
34K-34K Annually
Senior level
Fintech • Software • Financial Services
The VP, Treasury Operations Onboarding Manager oversees the Treasury Management Operations department, ensuring operational excellence, compliance, and client satisfaction while leading teams responsible for various Treasury Services functions.
Top Skills: Ach OriginationBusiness Online BankingInvestment Sweep AccountsSecure File Transfer ProtocolTreasury Management
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Reposted 22 Days AgoSaved
In-Office
Santa Ana, CA, USA
34K-34K Annually
Senior level
34K-34K Annually
Senior level
Fintech • Software • Financial Services
The VP of Financial Systems and Solutions leads financial systems optimization, collaborating across teams to enhance accounting technology, automation, and reporting efficiency.
Top Skills: Ai ToolsAlteryxBlacklineBusiness ObjectsExcelOracle ErpPower BISmartview
24 Days AgoSaved
In-Office
3 Locations
34K-34K Annually
Senior level
34K-34K Annually
Senior level
Fintech • Software • Financial Services
Lead enterprise-wide, complex projects and programs within the EPMO; oversee governance, risk, change management, stakeholder engagement, executive reporting, audit readiness, and mentor project management staff to deliver strategic business outcomes in a regulated financial services environment.
Top Skills: AdaptiveworkClarizenExcelJIRAMonday.ComMs ProjectOutlookPmisPowerPointWord
24 Days AgoSaved
In-Office
2 Locations
34K-34K Annually
Mid level
34K-34K Annually
Mid level
Fintech • Software • Financial Services
Perform independent credit and financial analysis for middle-market clients, structure and recommend loans, monitor covenant compliance and risk ratings, coordinate due diligence and loan documentation, and ensure regulatory and policy compliance.
Top Skills: ExcelOutlookPowerPointWord
24 Days AgoSaved
In-Office
2 Locations
34K-34K Annually
Senior level
34K-34K Annually
Senior level
Fintech • Software • Financial Services
Manage and underwrite middle-market credit relationships by performing independent financial and credit analysis, preparing credit packages and financial models, monitoring covenant compliance and collateral, recommending credit decisions, coaching and evaluating staff, and ensuring regulatory and policy compliance. Support relationship managers, review loan documentation, and participate in hiring and employee development.
Top Skills: IbsExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft WordNcino
25 Days AgoSaved
In-Office
Santa Ana, CA, USA
34K-34K Annually
Senior level
34K-34K Annually
Senior level
Fintech • Software • Financial Services
Lead and manage internal audit engagements and team to execute the audit plan, assess controls and risks, report findings, track remediation, and ensure regulatory compliance. Provide coaching, hiring input, and adherence to audit methodology and ethics.
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