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One Month AgoSaved
In-Office
2 Locations
50K-70K Annually
Junior
50K-70K Annually
Junior
Fintech
Supports enablement and change initiatives within a securities strategy team. Manages change-plan intake, tiering, stakeholder alignment, content production, recurring publications, RIA communications, process documentation, and governance tracking. Develops communications, FAQs, guides, talking points, and video demos; coordinates reviews, approvals, deadlines, and publication schedules across marketing, product, technology, service, and relationship-management teams.
Top Skills: AdobeAzure DevopsContact MonkeyMicrosoft Office SuiteOkrSalesforceSharepointWorkboard
One Month AgoSaved
In-Office
San Diego, CA, USA
25-28 Hourly
Senior level
25-28 Hourly
Senior level
Fintech
Manage and grow a portfolio of complex small business banking clients. Serve as the primary client contact, understand business and financial needs, recommend tailored banking solutions, cross-sell products and services, and improve client experiences and processes. The role also involves managing a client pipeline, identifying growth opportunities, and piloting new channels and niches.
One Month AgoSaved
Remote
USA
100K-150K Annually
Mid level
100K-150K Annually
Mid level
Fintech
Build and manage relationships with mortgage brokers and bankers in the Miami market. Prospect and approve wholesale and correspondent partners, especially in Jumbo, Super-Jumbo, Non-QM, and niche lending. Train partners, structure loans, manage pipelines, support pricing and escalations, develop business through networking and presentations, monitor market trends, and maintain Salesforce data. The role is entirely commission-based and requires an existing book of business and extensive specialized mortgage lending knowledge.
Top Skills: Adobe Ai AssistantChatgptLinkedInMetaMicrosoft CopilotExcelMicrosoft Office SuiteMicrosoft OutlookMicrosoft PowerpointMicrosoft WordSalesforceYoutube
One Month AgoSaved
In-Office
San Diego, CA, USA
70K-70K Annually
Entry level
70K-70K Annually
Entry level
Fintech
Build and maintain client relationships, educate customers on investment and banking solutions, grow portfolios, generate referrals, and cross-sell products. Conduct outbound sales activities including calls, appointments, networking, conferences, email, and social media. Partner with small business and lending teams while meeting goals for deposits, mortgages, investment accounts, fee income, and new customer relationships.
Top Skills: Customer Relationship Management (Crm)
One Month AgoSaved
In-Office
San Diego, CA, USA
30-30 Hourly
Entry level
30-30 Hourly
Entry level
Fintech
Supports Consumer IT through reporting, data analysis, validation, quality assurance, platform administration, automation, and light technical development. Creates and maintains reports, reconciles datasets, investigates discrepancies, administers Tableau and Azure DevOps, tests technology enhancements, documents business rules, and assists with AI-enabled reporting and emerging technology initiatives. This onsite early-career role operates under managerial guidance and provides rotational exposure to business analysis, analytics, software development, QA, and product management.
Top Skills: Azure DevopsJavaScriptMicrosoft 365ExcelPower BIPowershellPythonSQLTableau
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One Month AgoSaved
In-Office
San Diego, CA, USA
25-33 Hourly
Entry level
25-33 Hourly
Entry level
Fintech
Performs internal operational and compliance audits across banking departments and products. Tests SOX controls, evaluates control effectiveness, investigates issues, drafts audit reports, identifies improvement opportunities, and manages remediation of findings. The role requires collaboration with management, knowledge of banking regulations, and ongoing professional development toward CPA, CIA, or CISA certification.
Top Skills: Sarbanes-Oxley (Sox)
Reposted One Month AgoSaved
In-Office
Eden Prairie, MN, USA
25-34 Hourly
Junior
25-34 Hourly
Junior
Fintech
Reviews and prepares commercial equipment lease documentation for accurate, compliant transaction closings. Verifies credit, funding, insurance, vendor, and customer requirements; performs due diligence, system data entry, transaction booking, and post-close resolution. Coordinates with sales, customers, vendors, servicing agents, internal teams, and counsel to resolve exceptions and meet deadlines. Independently manages multiple transactions, supports risk management, responds to inquiries, provides workflow feedback, and may train new hires or contribute subject matter expertise to projects.
Top Skills: Document Management SystemsLease Servicing SystemsLoan Servicing SystemsUcc Filings
One Month AgoSaved
In-Office
San Diego, CA, USA
70K-82K Annually
Mid level
70K-82K Annually
Mid level
Fintech
Supports and independently manages small projects through planning, execution, and closeout. Coordinates cross-functional teams, tracks timelines, budgets, resources, risks, issues, quality, and performance metrics. Maintains stakeholder communication, project documentation, lessons learned, and PMO standards while supporting collaboration, corrective actions, and continuous improvement.
Top Skills: AgileAsanaJIRAExcelMicrosoft PowerpointMicrosoft WordMs ProjectWaterfall
One Month AgoSaved
In-Office
San Diego, CA, USA
23-32 Hourly
Junior
23-32 Hourly
Junior
Fintech
Supports the planning, execution, optimization, and quality assurance of Google Ads, YouTube, and performance advertising campaigns. Monitors budgets and KPIs, conducts creative and audience testing, prepares performance reports, and ensures compliance with banking and advertising regulations. The role also requires staying current on paid media practices and contributing to acquisition initiatives while developing expertise under the guidance of a paid search manager.
Top Skills: Google AdsLinkedin AdsMeta AdsMicrosoft AdsExcelMicrosoft PowerpointPerformance MaxYoutube Ads
One Month AgoSaved
In-Office
Omaha, NE, USA
20-21 Hourly
Entry level
20-21 Hourly
Entry level
Fintech
Support banking data and analytics by extracting, validating, organizing, and analyzing operational and customer data. Identify trends and anomalies, reconcile discrepancies, monitor data quality, and prepare summaries, tables, visualizations, recurring reports, dashboards, and ad hoc analyses for business and compliance stakeholders. Document data sources, assumptions, and methodologies while following regulatory, data-handling, and reporting standards.
Top Skills: Business Intelligence ToolsExcelSQL
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