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One Month AgoSaved
In-Office
4 Locations
Mid level
Mid level
Fintech
Develops and manages relationships with middle-market companies, prospecting for new clients and expanding existing portfolios. Structures commercial banking solutions involving credit, loans, treasury management, capital markets, and wealth management. Analyzes financial statements and credit requests, coordinates internal partners, manages risk and portfolio quality, achieves revenue goals, and serves as a trusted advisor through regular client engagement and community networking.
Top Skills: CRMMS Office
One Month AgoSaved
In-Office
4 Locations
71K-146K Annually
Mid level
71K-146K Annually
Mid level
Fintech
Manages a commercial loan portfolio, evaluates borrower creditworthiness, analyzes financial statements and projections, monitors risk and covenants, assesses collateral, supports underwriting and loan modifications, and prepares credit recommendations. Partners with relationship managers and credit risk teams, ensures policy and regulatory compliance, maintains accurate records, interacts with clients, and provides guidance and feedback to junior team members.
One Month AgoSaved
In-Office
San Francisco, CA, USA
122K-262K Annually
Senior level
122K-262K Annually
Senior level
Fintech
Develops and manages profitable relationships with middle-market companies, typically generating $50 million to $500 million in annual sales. Responsibilities include business development, portfolio monitoring, credit and financial statement analysis, relationship strategy, client advisory, and coordination of treasury management, capital markets, wealth management, and credit partners. The role also supports lending decisions, risk management, pipeline tracking, client presentations, community engagement, and regional relationship development.
Top Skills: Customer Relationship Management (Crm) SoftwareMS Office
One Month AgoSaved
In-Office
New York, NY, USA
71K-146K Annually
Mid level
71K-146K Annually
Mid level
Fintech
Leads renewable energy corporate banking initiatives, including client coverage, financial modeling, credit analysis, diligence, financing solutions, and client presentations. Coordinates stakeholders and live opportunities, ensures quality and compliance, mentors junior team members, supports origination, and improves processes and knowledge management. Requires commercial banking experience in renewables, strong underwriting and modeling skills, client communication expertise, and securities licenses.
One Month AgoSaved
In-Office
Cincinnati, OH, USA
Junior
Junior
Fintech
Contacts delinquent mortgage and consumer-loan customers, evaluates financial circumstances and collateral risk, and negotiates loss-mitigation solutions such as repayment plans, forbearance, modifications, short sales, and deeds in lieu. The role performs skip tracing, documents collection activity, reviews foreclosure alternatives, ensures regulatory and investor compliance, and escalates complex accounts while providing customer support and administrative assistance.
Top Skills: Microsoft AccessExcelMicrosoft OutlookMicrosoft Word
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One Month AgoSaved
In-Office
Cincinnati, OH, USA
Junior
Junior
Fintech
Contacts delinquent mortgage and consumer-loan customers, evaluates financial and collateral circumstances, and negotiates loss-mitigation solutions such as repayment plans, modifications, short sales, and deeds in lieu. The role verifies documentation, quotes reinstatement and payoff amounts, performs skip tracing, follows mortgage, investor, insurer, and legal guidelines, records collection activity, escalates complex accounts, and supports process improvements.
Top Skills: Microsoft AccessExcelMicrosoft OutlookMicrosoft Word
Reposted One Month AgoSaved
In-Office
Lexington, KY, USA
Mid level
Mid level
Fintech
Own and grow a commercial portfolio (companies ≥ $10M sales) through prospecting, relationship management, and consultative sales. Analyze financial statements and commercial credit, coordinate One Bank partners to deliver lending, treasury, and capital markets solutions, manage credit risk and portfolio quality, and represent the bank in community and industry forums.
Top Skills: CRMMS Office
One Month AgoSaved
In-Office
Grand Rapids, MI, USA
Entry level
Entry level
Fintech
Leads securities production and sales for a territory while coaching and developing licensed retail bankers. Conducts client appointments, recommends investment solutions, manages complex client relationships, drives securities fee income, supports referrals, and ensures sales, service, and risk goals are met. Delivers training, seminars, sales planning, performance tracking, and mentorship while maintaining strong internal and external relationships.
One Month AgoSaved
In-Office
3 Locations
82K-173K Annually
Senior level
82K-173K Annually
Senior level
Fintech
Manages a commercial equipment finance loan portfolio through financial statement analysis, underwriting, covenant and collateral evaluation, risk rating, deal monitoring, renewals, amendments, and credit recommendations. Partners with Relationship Managers and Credit Risk, ensures policy and regulatory compliance, prepares portfolio reports for senior management, meets with clients, and mentors junior credit staff.
Entry level
Fintech
Leads securities sales and coaches licensed retail bankers within an assigned territory. Builds client relationships, conducts individual and joint investment meetings, recommends financial products, achieves sales and fee-income goals, and develops referrals. Provides training on investment strategies, monitors team performance, prepares sales reports, conducts seminars, and coordinates banking solutions. Requires brokerage experience, securities and insurance licenses, strong financial-product knowledge, sales ability, communication skills, and travel within the territory.
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