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Reposted 20 Days AgoSaved
Hybrid
Pensacola, FL, USA
Junior
Junior
Fintech • Financial Services
Manage and grow a portfolio of small business clients by delivering financial solutions, onboarding, cross-selling accounts, credit and treasury services, prospecting, networking, and collaborating with internal partners while ensuring compliance and acting as a trusted advisor.
Top Skills: Mobile BankingNmls
20 Days AgoSaved
Hybrid
Chula Vista, CA, USA
Junior
Junior
Fintech • Financial Services
Solicit and originate residential jumbo mortgages for affluent borrowers. Build referral relationships with realtors, builders, financial professionals, bank locations, and past customers; assess financial and credit information; recommend suitable loan programs; quote rates and points; manage applications and registration lock-ins; communicate underwriting requirements and policies; and ensure compliant, timely customer service. The role requires SAFE registration, regulatory compliance, training completion, reliable transportation, and flexibility to work nights, weekends, or holidays.
Top Skills: MS OfficeNmlsRegulation ZSafe Mortgage Licensing System
Reposted 20 Days AgoSaved
Hybrid
Charlotte, NC, USA
Senior level
Senior level
Fintech • Financial Services
Senior Python quantitative developer responsible for implementing ALM models, integrating pricing and risk analytics, optimizing performance, and delivering high-quality software for the Juniper Vasara risk platform. Collaborates with quant, business, and technology stakeholders in an Agile SDLC to support portfolio management, balance sheet strategy, and capital/risk calculations.
Top Skills: Alm FrameworksC++ConfluenceCpythonCuda PythonCythonGitGpuJavaJaxJIRAJuniper VasaraNumbaPybind11Python 3TritonVasara AlmXla
20 Days AgoSaved
Hybrid
Encinitas, CA, USA
Junior
Junior
Fintech • Financial Services
Solicits and originates residential jumbo mortgages for affluent borrowers. Builds referral relationships with realtors, builders, financial professionals, bank branches, and past customers; analyzes financial and credit information; recommends suitable loan products; manages applications, rates, lock-ins, documentation, and customer communications while meeting mortgage licensing, compliance, and underwriting requirements.
Top Skills: MS OfficeNationwide Mortgage Licensing System (Nmls)Regulation ZSafe Mortgage Licensing Act
20 Days AgoSaved
Hybrid
Westlake Village, CA, USA
37K-66K Hourly
Senior level
37K-66K Hourly
Senior level
Fintech • Financial Services
Manages and grows relationships with affluent consumer and business customers through proactive outreach, financial discovery, and tailored guidance across deposits, lending, investments, and banking products. Owns a book of business, acquires and deepens relationships, coordinates referrals with Wealth, Home Lending, and Business Banking, promotes digital banking adoption, supports branch colleagues, and maintains strong documentation, regulatory compliance, and risk controls.
Top Skills: Digital BankingMobile Banking
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20 Days AgoSaved
Hybrid
Agoura Hills, CA, USA
37K-66K Hourly
Senior level
37K-66K Hourly
Senior level
Fintech • Financial Services
Grows and manages relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and coordinated solutions across deposits, lending, investments, and business banking. The role owns a book of business, drives referrals and retention, supports digital adoption, advises branch colleagues, and maintains strong risk, documentation, licensing, and regulatory controls.
20 Days AgoSaved
Hybrid
Oak Park, CA, USA
37K-66K Hourly
Senior level
37K-66K Hourly
Senior level
Fintech • Financial Services
Build and manage relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and comprehensive banking solutions. Grow a book of business across deposits, lending, investments, and business banking; coordinate referrals with internal partners; promote digital banking; support branch colleagues; and maintain strong documentation, risk controls, compliance, and customer service. Required licensing includes FINRA and state insurance credentials, with SAFE registration and applicable state exams.
Top Skills: Finra Series 6Finra Series 63Finra Series 65Lo/Cfpb RequirementsSafe RegistrationSecurities Industry Essentials (Sie)
20 Days AgoSaved
Hybrid
Thousand Oaks, CA, USA
37K-66K Hourly
Senior level
37K-66K Hourly
Senior level
Fintech • Financial Services
Build and manage relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and multi-product banking solutions. Grow a book of business across deposits, lending, investments, and credit; coordinate referrals with Wealth, Home Lending, and Business Banking; promote digital banking; support branch colleagues; and maintain strong documentation, regulatory compliance, and risk controls.
Reposted 20 Days AgoSaved
Hybrid
Durham, NC, USA
Junior
Junior
Fintech • Financial Services
Manages and grows a portfolio of small-business banking clients, owning onboarding, relationship deepening, prospecting, referrals, and client retention. Recommends business accounts, credit, treasury services, and digital banking solutions based on clients’ financial needs. Partners with Relationship Managers and Lending Officers on complex structures while following underwriting, regulatory, risk, and compliance requirements. Requires Loan Originator registration and ongoing financial responsibility and background standards.
Top Skills: Digital BankingMobile BankingNmlsRegulation Z
20 Days AgoSaved
Hybrid
Chapel Hill, NC, USA
Junior
Junior
Fintech • Financial Services
Build and manage consumer and business banking relationships through proactive outreach, needs-based conversations, and tailored deposit, credit, lending, and investment solutions. Resolve account inquiries, promote digital banking adoption, coordinate referrals across Wealth, Home Lending, and Business Banking, and maintain accurate documentation and regulatory compliance. The role requires customer relationship experience, financial licensing, SAFE registration, Saturday availability, and adherence to enhanced background and financial fitness standards.
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