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2 Days AgoSaved
In-Office
Huntersville, NC, USA
Senior level
Senior level
Fintech
Provides front-line banking support by serving clients, processing transactions, opening and maintaining accounts, resolving inquiries, ensuring regulatory compliance, managing operational reports, and referring clients to specialized financial services. The role emphasizes exceptional client service, fraud and risk awareness, accurate decision-making, and support for office operations.
Top Skills: ExcelMS OfficeMicrosoft PowerpointMicrosoft Word
2 Days AgoSaved
In-Office
Atlanta, GA, USA
Expert/Leader
Expert/Leader
Fintech
Provides credit analysis, underwriting, portfolio management, and documentation for new and renewed credit requests. Responsibilities include financial spreading, cash flow and industry analysis, projections, collateral evaluation, risk rating, covenant testing, periodic credit reviews, and lending recommendations. The role advises Financial Advisors, supports client service, monitors portfolio performance, evaluates construction loans, and may exercise lending authority. It requires strong knowledge of lending processes, banking regulations, financial analysis, and client relationship management.
Top Skills: Loan SystemsExcelMicrosoft PowerpointMicrosoft Word
2 Days AgoSaved
In-Office
Birmingham, AL, USA
Expert/Leader
Expert/Leader
Fintech
Manages a portfolio of business and individual clients, evaluates creditworthiness, structures and approves loans, ensures regulatory and credit-policy compliance, and develops new banking relationships. Provides lending, deposit, investment, and financial-planning solutions while cross-selling appropriate products and referring clients to specialized services. Maintains strong client service, product knowledge, credit quality, and risk-management standards.
Top Skills: ExcelMS OfficeMicrosoft PowerpointMicrosoft Word
2 Days AgoSaved
In-Office
Atlanta, GA, USA
Expert/Leader
Expert/Leader
Fintech
Originates mortgage loans, markets lending products, pre-qualifies prospects, completes applications, analyzes credit and financial data, reviews automated underwriting findings, and manages clients through closing. Ensures compliance with lending regulations and investor guidelines, coordinates with underwriting and mortgage operations, manages rate locks and pipeline activity, and refers clients to additional banking services.
Top Skills: Automated Underwriting Systems (Aus)ExcelMS OfficeMicrosoft PowerpointMicrosoft Word
2 Days AgoSaved
In-Office
Knoxville, TN, USA
Expert/Leader
Expert/Leader
Fintech
Manages portfolios of business and individual banking clients, evaluates borrower creditworthiness, structures and approves loans, and ensures regulatory compliance. Develops new relationships through prospecting and referrals, provides lending, deposit, investment, and financial planning solutions, and cross-sells banking products. Maintains strong client service, product knowledge, credit quality, and risk management while collaborating with specialized departments.
Top Skills: ExcelMS OfficeMicrosoft PowerpointMicrosoft Word
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2 Days AgoSaved
In-Office
Charlotte, NC, USA
Expert/Leader
Expert/Leader
Fintech
Originates mortgage loans, markets lending products, pre-qualifies clients, completes applications, analyzes credit and financial information, reviews automated underwriting findings, manages rate locks and loan conditions, and coordinates with underwriting and mortgage operations through closing. The role ensures compliance with investor, state, and federal requirements while delivering client service and referring clients to other banking services.
Top Skills: ExcelMS OfficeMicrosoft PowerpointMicrosoft WordNmls
2 Days AgoSaved
In-Office
Birmingham, AL, USA
Expert/Leader
Expert/Leader
Fintech
Originates mortgage loans and revenue while providing client service, completing applications, analyzing financial and credit data, reviewing automated underwriting findings, matching clients to loan programs, managing rate locks and documentation, and ensuring compliance with lending policies and regulations. Maintains mortgage industry knowledge, coordinates with underwriting and operations teams, manages the loan pipeline, and refers clients to additional banking services.
Top Skills: Automated Underwriting Systems (Aus)ExcelMS OfficeMicrosoft PowerpointMicrosoft Word
2 Days AgoSaved
In-Office
5 Locations
Expert/Leader
Expert/Leader
Fintech
Build and manage investment portfolios, advise clients based on financial objectives and risk tolerance, develop new business, recommend investment products, manage client accounts, execute transactions, monitor portfolios, and meet sales, compliance, licensing, and production requirements.
Top Skills: ExcelMS OfficeMicrosoft PowerpointMicrosoft Word
2 Days AgoSaved
In-Office
Murfreesboro, TN, USA
Expert/Leader
Expert/Leader
Fintech
Manages portfolios of business and individual banking clients, develops new relationships, evaluates creditworthiness, structures and approves loans, and ensures compliance with banking policies. Provides lending, deposit, investment, and financial planning solutions while cross-selling products and delivering high-quality client service. Maintains product and market knowledge, manages credit quality and risk metrics, supports client referrals, and collaborates with specialty banking teams.
Top Skills: ExcelMS OfficeMicrosoft PowerpointMicrosoft Word
2 Days AgoSaved
In-Office
Bowling Green, KY, USA
Expert/Leader
Expert/Leader
Fintech
Manages portfolios of business and individual banking clients, evaluates creditworthiness, structures and approves loans, administers credit relationships, and ensures regulatory compliance. Develops new business through prospecting and referrals, provides deposit and investment products, cross-sells financial services, and delivers tailored financial planning solutions. Maintains client relationships, manages risk and credit quality, supports client service standards, and refers clients to specialty departments such as investments, insurance, trust, and treasury management.
Top Skills: ExcelMS OfficeMicrosoft PowerpointMicrosoft Word
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