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Reposted 3 Days AgoSaved
In-Office
4 Locations
Senior level
Senior level
Fintech
Architect and set standards for guardrail, enforcement, validation, and observability systems across services to ensure safe, reliable AI-driven and agentic workflows. Define reusable patterns, APIs, and platform direction; anticipate misuse and failure modes; mentor senior engineers and influence organization-wide defensive design and adoption.
Top Skills: Agentic Workflow SystemsAWSLlmsPythonTerraformTypescript
Reposted 4 Days AgoSaved
In-Office
3 Locations
122K-262K Annually
Mid level
122K-262K Annually
Mid level
Fintech
The BDO is responsible for acquiring new clients, managing sales pipelines, and collaborating with team members to provide financial solutions for Middle Market clients.
Top Skills: Commercial BankingFinancial Solutions
4 Days AgoSaved
In-Office
Chicago, IL, USA
71K-146K Annually
Junior
71K-146K Annually
Junior
Fintech
Develops and manages commercial banking relationships with companies generating at least $10 million in annual sales. Responsibilities include prospecting, portfolio monitoring, business planning, customer relationship management, financial statement and credit analysis, tailored banking solution development, internal partnership, and risk management. The role requires community engagement, consultative selling, CRM usage, and collaboration with credit, treasury management, capital markets, and wealth management teams.
Top Skills: CRMMS Office
4 Days AgoSaved
In-Office
Costa Mesa, CA, USA
122K-262K Annually
Senior level
122K-262K Annually
Senior level
Fintech
Drive new Middle Market commercial client acquisition and revenue growth through prospecting, networking, referral development, pipeline management, and relationship building. Partner with relationship managers, product specialists, credit teams, and wealth partners to structure financial solutions. Coordinate onboarding, monitor market trends, meet production goals for loans, deposits, and fees, and maintain accurate forecasting while adhering to risk and regulatory standards.
4 Days AgoSaved
In-Office
St. Charles, IL, USA
44K-70K Annually
Junior
44K-70K Annually
Junior
Fintech
Supports Mortgage Loan Originators with customer communications, appointment coordination, loan document preparation, file organization, marketing support, and liaison activities with sales support and external partners. Builds relationships with Realtors, builders, appraisers, and title companies, provides loan status and rate information, and cross-sells additional banking products. Ensures compliance with residential lending policies, federal regulations, and risk management procedures. Requires S.A.F.E. Act registration through NMLS.
Top Skills: Nationwide Mortgage Licensing System (Nmls)Windows-Based Applications
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4 Days AgoSaved
In-Office
Cincinnati, OH, USA
Mid level
Mid level
Fintech
Processes and interprets subpoenas from attorneys, law enforcement, and government agencies; determines scope, jurisdiction, deadlines, and legal requirements. Coordinates document retrieval, legal counsel, court appearances, invoicing, and communications while protecting confidential bank information and complying with federal and state regulations. Manages subpoena workflows, escalates risks, maintains legal database records, and ensures accurate, timely responses.
Top Skills: Document DirectMicrosoft AccessExcelMicrosoft WordMobiusRaftVector4
4 Days AgoSaved
In-Office
2 Locations
97K-208K Annually
Senior level
97K-208K Annually
Senior level
Fintech
Manages a complex commercial real estate credit portfolio through financial analysis, underwriting, risk assessment, monitoring, renewals, and credit decision recommendations. Partners with relationship managers and credit risk teams on deal structuring, pricing, due diligence, documentation, and risk mitigation. Ensures policy and regulatory compliance, identifies emerging credit issues, prepares portfolio reports for senior management, and coaches junior staff.
Reposted 4 Days AgoSaved
In-Office
2 Locations
Entry level
Entry level
Fintech
The role assists in financial analysis and business improvements for capital adequacy processes, including CCAR and stress testing. It includes data collection, report preparation, partnering with teams, and enhancing capital planning processes.
Top Skills: Ms-Windows
4 Days AgoSaved
In-Office
Cincinnati, OH, USA
Junior
Junior
Fintech
Administers complex institutional custody accounts and serves as the primary client contact. Verifies daily processing, monitors cash flows, foreign exchange, income repatriation, overdrafts, failed trades, tax documentation, and account maintenance. Resolves client and operational issues, supports compliance, improves processes, assists with projects, mentors team members, and coordinates with relationship managers, securities lending agents, investment advisors, and back-office operations.
Top Skills: AceBloombergBny Mellon'S WorkbenchDepository Trust CompanyFee AdvantageFifth Third DirectExcelMicrosoft OutlookMicrosoft WordMobiusRoscoeXcitek Solutions Plus
4 Days AgoSaved
In-Office
Houston, TX, USA
Junior
Junior
Fintech
Supports Portfolio Managers with commercial credit underwriting, portfolio monitoring, financial and risk analysis, covenant compliance, risk-rating scorecards, probability of default modeling, and credit documentation. Prepares CAMs, renewals, ALSR reports, portfolio reviews, and risk projections with limited oversight. Identifies risks, recommends portfolio actions, resolves deficiencies, and escalates issues. May assist with employee training and special projects.
Top Skills: AlsrCamCredit Service ReportingFinancial ModelingMS OfficeProbability Of Default (Pd) ModelsRadar
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