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Reposted One Month AgoSaved
In-Office
Menlo Park, CA, USA
Senior level
Senior level
Fintech • Software • Financial Services
The SVP, Originator will develop relationships with venture-backed technology firms, manage client relationships, and ensure compliance with regulations while supporting team growth.
Top Skills: Anti-Money LaunderingBank Secrecy ActCommunity Reinvestment ActCustomer Information ProgramFair Credit Reporting ActFair Housing ActHome Mortgage Disclosure ActReal Estate Settlement Procedures ActRegulation BRegulation ZRight To Financial Privacy ActUsa Patriot Act
Reposted One Month AgoSaved
In-Office
3 Locations
Senior level
Senior level
Fintech • Software • Financial Services
The VP, Assistant Controller oversees accounting processes, optimizes financial operations, develops talent, ensures compliance with regulations, and leads internal audits.
Top Skills: Ai ToolsAlteryxBlacklineOracle Fusion ErpPower BIPower Query
Reposted One Month AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech • Software • Financial Services
The VP, Risk Transformation will lead initiatives that modernize risk and operational activities using AI and automation, enhancing decision-making, efficiency, and adherence to regulatory standards.
Top Skills: Artificial IntelligenceAutomationMicrosoft Power PlatformPower BI
Reposted One Month AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech • Software • Financial Services
The SVP, Originator focuses on developing relationships with venture-backed technology companies, leading debt financing efforts, and managing existing client portfolios while ensuring compliance with regulations.
Top Skills: BankingFinancingTreasury Management
Reposted One Month AgoSaved
In-Office
Menlo Park, CA, USA
Senior level
Senior level
Fintech • Software • Financial Services
The VP, Originator develops new client relationships, manages loan documentation, and mentors staff while achieving financial goals in venture banking.
Top Skills: Microsoft Office - ExcelOutlookPowerPointWord
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One Month AgoSaved
In-Office
Santa Ana, CA, USA
Senior level
Senior level
Fintech • Software • Financial Services
Manage credit and portfolio oversight for middle-market and business clients, performing financial and credit analysis, covenant and collateral monitoring, risk assessments, loan documentation review, and preparing credit memoranda and quarterly portfolio reviews. Coach and manage team members and collaborate with loan servicing and credit administration to support lending decisions and reporting.
Top Skills: ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
Reposted 2 Months AgoSaved
In-Office
2 Locations
Senior level
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
Reposted 2 Months AgoSaved
Remote
United States
Senior level
Senior level
Fintech • Software • Financial Services
Originates and funds self-sourced SBA 7(a) and 504 loans, targeting $10–15M+ annually. Builds referral and client relationships, pre-screens and structures loans, analyzes tax returns and financial statements, partners with underwriting and closing, maintains client communication, and ensures compliance with applicable laws and company policies.
Top Skills: Loan Origination PlatformsExcelMicrosoft Word
Reposted 2 Months AgoSaved
In-Office
3 Locations
Senior level
Senior level
Fintech • Software • Financial Services
Evaluate and structure commercial lending requests, perform independent credit and collateral analysis, prepare credit packages and financial models, monitor loan performance and covenant compliance, manage staff, and ensure regulatory and policy compliance for CRE and LIHTC loan portfolios.
Top Skills: ExcelIbsNcinoOutlookPowerPointWord
Reposted 2 Months AgoSaved
In-Office
2 Locations
Mid level
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
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