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Recently posted jobs
Fintech • Financial Services
Lead credit underwriting and portfolio management for middle-market commercial banking clients. Perform financial statement and tax return analysis, structure complex credits, resolve portfolio issues, collaborate with deal teams, mentor junior staff, and ensure risk, compliance, and documentation standards are met.
Fintech • Financial Services
Manage and develop a brokerage support team, allocate people and financial resources, engage stakeholders, improve processes and risk controls, interpret policies, resolve operational issues, mentor direct reports, and ensure FINRA licensing and regulatory compliance.
Fintech • Financial Services
Support branch operations and customer experience by processing and approving teller transactions, resolving teller-line issues, promoting digital banking, performing transactional and operational tasks, assisting branch manager with scheduling, escalating complaints, identifying fraud risks, and following compliance policies.
Fintech • Financial Services
Lead a branch sales team to acquire, deepen, and retain customer relationships; coach and develop staff; drive deposits, lending, and investments; ensure operational risk management, compliance, and exceptional customer service.
Fintech • Financial Services
Manage and develop a team supporting brokerage operations; engage stakeholders; improve processes and risk controls; make resourcing and operational decisions; interpret policies; allocate people and financial resources for Brokerage Support; mentor direct reports and assist hiring.
Fintech • Financial Services
Lead and grow complex mid‑corporate Food & Agribusiness client relationships across the Western U.S.; structure and manage large cash‑flow and real estate credit solutions; provide industry leadership, mentor colleagues, coordinate cross‑enterprise product and risk teams, drive business development, and meet regulatory and licensing requirements.
Fintech • Financial Services
Manage and service an affluent client portfolio across lending, credit, and deposit products; analyze client financial goals; prepare client correspondence and presentations; resolve operational issues; collaborate with internal teams; ensure compliance with policies and S.A.F.E. Mortgage Licensing and Loan Originator requirements.
Fintech • Financial Services
Manage and grow a defined book of affluent customers through discovery-driven advice, proactive outreach, and multi-product solutions across deposits, lending, investments, and business banking. Serve as primary contact for complex banking needs, coordinate with internal partners, ensure accurate documentation and regulatory compliance, and support branch service activities and digital adoption.
Fintech • Financial Services
The role involves managing a complex portfolio of customer accounts, improving processes, resolving issues, and collaborating with team members to enhance service and compliance.
Fintech • Financial Services
Lead and develop a branch team to drive growth in deposits, lending, credit cards, and investments through coaching, sales execution, risk management, and partnership with internal lines of business. Ensure operational soundness, digital adoption, and regulatory compliance while participating in a structured Branch Manager Readiness Program prior to placement.
Fintech • Financial Services
Serve as primary branch contact for consumer and business customers: acquire and grow relationships, recommend deposit/credit/investment solutions, resolve service requests, champion digital adoption, coordinate referrals to Wealth/Home Lending/Business partners, and maintain compliance and accurate documentation. Position requires completing and maintaining FINRA, SAFE, and state insurance licensing.
Fintech • Financial Services
Manage and develop a commercial banking portfolio management credit team for C&I clients; ensure credit policy adherence, drive policy adoption and process improvements, make resourcing decisions, coach and mentor staff, and collaborate with peers to manage credit risk and operations.
Fintech • Financial Services
Build and grow relationships with small business clients by owning the full client journey, offering tailored banking, credit, treasury and digital solutions, prospecting to acquire new clients, collaborating with internal partners for complex cases, and ensuring compliance with regulatory and risk policies including Loan Originator requirements.
Fintech • Financial Services
Originate and service residential mortgage loans by soliciting referrals, evaluating applicants and credit, recommending loan products, ensuring compliance with SAFE/NMLS and Regulation Z, building referral relationships, and maintaining high customer service and documentation standards.
Fintech • Financial Services
Originate and produce compliant jumbo residential mortgages for affluent clients. Build referral relationships with realtors, builders and financial professionals, evaluate credit and financial data, explain mortgage programs, quote rates, complete applications, and ensure timely customer communication while maintaining adherence to SAFE and Regulation Z requirements.
Fintech • Financial Services
Solicit and originate residential and jumbo mortgage loans for affluent clients, build referral relationships, analyze credit and financial data, quote rates and lock loans, ensure regulatory and SAFE compliance, and deliver high-quality customer service throughout the loan process.
