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Reposted 15 Days AgoSaved
In-Office
Buffalo, NY, USA
62K-104K Annually
Junior
62K-104K Annually
Junior
Fintech
Provides financial advice and customized solutions for clients, focusing on investments and insurance for mass affluent customers. Mentors less experienced staff and ensures regulatory compliance while managing client needs and sales objectives.
Top Skills: Finra Series 63Finra Series 65Finra Series 66Finra Series 7
Reposted 15 Days AgoSaved
In-Office
Syracuse, NY, USA
23-38 Hourly
Mid level
23-38 Hourly
Mid level
Fintech
As a Senior Relationship Liaison, you will support business banking sales through customer service, portfolio management, and risk assessment, ensuring effective communication across teams and adherence to banking regulations.
Top Skills: ExcelMicrosoft Word
Reposted 15 Days AgoSaved
In-Office
Wilmington, DE, USA
89K-148K Annually
Junior
89K-148K Annually
Junior
Fintech
The role manages client relationships and operational activities for GCM accounts, ensuring compliance, supporting transactions, and enhancing client satisfaction while identifying business growth opportunities.
Top Skills: Microsoft Office SuiteSpecialized Internal Software Applications
Reposted 15 Days AgoSaved
In-Office
Costa Mesa, CA, USA
30-50 Hourly
Mid level
30-50 Hourly
Mid level
Fintech
The CLO Client Administrator III supports client relationships, handles cash applications, trade processing, and compliance reporting while promoting process improvements and adherence to company standards.
Top Skills: ClearparLoaniqMS OfficeSeiSolvas/Cdo SuiteSQLWall Street Office
Reposted 16 Days AgoSaved
In-Office
Wilmington, DE, USA
142K-236K Annually
Expert/Leader
142K-236K Annually
Expert/Leader
Fintech
The Head of Wealth Management Risk & Compliance leads risk and compliance strategies, ensuring regulatory adherence and ethical practices in financial services. This role advises executives, oversees compliance with regulations, manages risk assessment processes, and develops a high-performing compliance team.
Top Skills: Financial ServicesRegulatory ComplianceRisk Management
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Reposted 16 Days AgoSaved
In-Office
Portsmouth, NH, USA
Mid level
Mid level
Fintech
The Mortgage Originator assists customers in obtaining mortgage loans, evaluates financial information, markets products, negotiates loan terms, and ensures compliance with regulations.
Top Skills: FhaMS OfficeMortgage LoansResidential Mortgage ProgramsVa
Reposted 16 Days AgoSaved
In-Office
Falls Church, VA, USA
143K-239K Annually
Senior level
143K-239K Annually
Senior level
Fintech
Manage and grow a portfolio of complex relationships with businesses, provide financial solutions, and maximize profitability through effective client servicing.
17 Days AgoSaved
In-Office
Boston, MA, USA
Mid level
Mid level
Fintech
The Mortgage Originator assists customers with FHA/VA and conventional mortgage loans, evaluates creditworthiness, and markets mortgage products. They maintain compliance, foster relationships, and represent the bank in the community.
Top Skills: Conventional Mortgage LoansFhaResidential Mortgage Department SoftwareVa
17 Days AgoSaved
In-Office
Radnor, PA, USA
196K-326K Annually
Senior level
196K-326K Annually
Senior level
Fintech
The Commercial Credit Regional Segment Director oversees credit risk management, underwriting strategies, and portfolio management for a specific segment, leading teams to ensure credit quality and adherence to policies while fostering team development and customer engagement.
Top Skills: Financial Modeling ToolsMS OfficeRisk Assessment Tools
17 Days AgoSaved
In-Office
Buffalo, NY, USA
21-36 Hourly
Junior
21-36 Hourly
Junior
Fintech
Provide administrative and sales support to financial advisors by maintaining customer relationships, assisting in sales processes, coordinating meetings, and ensuring compliance.
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