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3 Days AgoSaved
In-Office
New Orleans, LA, USA
Mid level
Mid level
Fintech
Perform budgeting, pro forma and profitability analyses; model financial scenarios; coordinate with divisional managers; support reporting, capital project tracking, and incentive plan analysis; ensure regulatory compliance for banking operations.
Reposted 3 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech
The Senior Wealth Advisor develops wealth strategies for high net worth clients and manages complex financial relationships, providing comprehensive planning and advice.
Top Skills: Financial Planning ServicesSales Management ToolsWealth Management Products
Reposted 3 Days AgoSaved
In-Office
Mobile, AL, USA
Mid level
Mid level
Fintech
Supervise Commercial Client Admins, manage customer relationships, assist Relationship Managers with loan processing, and ensure regulatory compliance in loan documentation.
Top Skills: CoastMicrosoft Office Suite
Reposted 4 Days AgoSaved
In-Office
New Orleans, LA, USA
Junior
Junior
Fintech
Prepare and review consumer, real estate, and non-complex commercial loan documentation for multi-state loans, ensure compliance with policies and regulations, coordinate with attorneys/vendors, resolve title exceptions, track workflow, and support loan closings.
Top Skills: Computer Based Training (Cbt)Dac Tracking ToolInfo-AccessLaser ProSalespro
Reposted 5 Days AgoSaved
In-Office
New Orleans, LA, USA
Mid level
Mid level
Fintech
Perform budgeting, pro forma and profitability analysis, model financial actions, prepare strategic recommendations, coordinate financial data with division managers, support budgeting and capital tracking initiatives, review branch profitability, and ensure compliance with banking regulations. May support incentive plan administration and provide consultative reporting to management.
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Reposted 6 Days AgoSaved
In-Office
2 Locations
Expert/Leader
Expert/Leader
Fintech
The Emerging Payments Product Portfolio Manager leads strategy for credit and debit products, driving growth and optimizing performance through data analysis, marketing plans, and stakeholder collaboration.
Top Skills: Aci PostilionExcelMastercardNcrTsysVisaWord
Reposted 6 Days AgoSaved
In-Office
Franklin, TN, USA
Mid level
Mid level
Fintech
Supervise Commercial Client Admins and support Relationship Managers by delivering customer service, processing transactions, and managing loan documentation and client relations.
Top Skills: CoastLoan Imaging SystemMicrosoft Office Suite
7 Days AgoSaved
In-Office
Ballantyne East, Charlotte, NC, USA
Junior
Junior
Fintech
Provide administrative and transactional support to Relationship Managers and business clients, manage account documentation and onboarding, assist with loan documents and payments, monitor account activity, coordinate with underwriting/compliance, use nCino and Salesforce to maintain records, and support fraud monitoring and Enhanced Due Diligence processes.
Top Skills: Banking SystemsMicrosoft Office SuiteNcinoSalesforce
7 Days AgoSaved
In-Office
Ballantyne East, Charlotte, NC, USA
Senior level
Senior level
Fintech
Evaluate, underwrite, and manage commercial real estate loan applications and portfolios. Perform credit analysis, due diligence, documentation review, construction draw oversight, risk-rating, renewals, and periodic portfolio reviews. Collaborate with CRE bankers and underwriters to structure transactions, monitor compliance, resolve exceptions, and ensure regulatory adherence while safeguarding customer information and supporting business delivery.
Reposted 7 Days AgoSaved
In-Office
2 Locations
2-5 Annually
Mid level
2-5 Annually
Mid level
Fintech
The Test Lead manages testing activities, develops test plans, mentors test teams, oversees testing processes, and collaborates with stakeholders to ensure software quality.
Top Skills: Automation FrameworksTest Management Tools
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