Top Finance Jobs in Seattle, WA

Underwrite commercial loan requests up to $15 million and recommend approvals while maintaining credit policy compliance. Manage complex business banking portfolios, assess financials, collateral, loan structures, covenants, and risk, and recommend renewals or modifications. Monitor portfolio performance, asset quality, borrowing base certificates, financial statements, and potential defaults. Collaborate with senior management, sales teams, credit officers, relationship managers, and customers to resolve risks and develop financing alternatives.

Maintain general ledger balances and financial records for a student loan portfolio. Perform reconciliations, cash settlement and journal entries, month-end close support, develop procedures, ensure GAAP compliance, identify process improvements, and support accounting projects and reporting.

Handle inbound and outbound mortgage collections calls, review account status, collect payments, evaluate customer finances, negotiate repayment solutions, and document account actions. Ensure compliance with customer information security, debt collection, and mortgage regulations while meeting quality, productivity, and operational targets. The role includes extensive training and operates on a hybrid schedule with three days onsite and two days remote in Irving, Texas.

Supports private-bank relationship managers in acquiring and deepening ultra-high-net-worth client relationships through residential mortgage expertise. Responsibilities include prequalification, borrower financial analysis, credit collaboration, mortgage structuring, documentation review, pipeline management, underwriting coordination, closing support, post-close servicing, and client guidance. The role also identifies lending and deposit opportunities while delivering high-touch service.

Build and manage a branch-based wealth management practice: discover client goals, create tailored financial plans, drive new business and referrals, coordinate with specialists for investments, insurance, estate planning, and maintain high-net-worth client relationships.

Build and manage a branch-based wealth management practice by conducting client discovery, creating tailored financial plans, growing relationships through proactive outreach and partner referrals, and coordinating internal specialists for investment, insurance, and estate planning. Focus on new business development and servicing high-net-worth clients in a team-oriented consumer banking environment.

Branch-based Wealth Advisor develops personalized wealth management strategies, conducts client discovery, grows and preserves client relationships, sources referrals via partners, performs proactive outreach, and coordinates internal specialists to deliver financial planning, investment management, insurance, and estate planning services.

Develop and manage a personalized wealth management practice, proactively prospect and engage clients, grow relationships via partner referrals, and collaborate with internal specialists to deliver financial planning, investment, insurance, and estate planning services.

Lead and manage a team of project financial analysts supporting a multi-million capital technology portfolio. Oversee capital forecasting, budgeting, variance analysis, executive reporting, risk identification/mitigation, and stakeholder collaboration. Provide internal consulting, coaching, and process guidance across finance, technology, and business partners.

Branch-based Wealth Advisor who builds and manages personalized wealth management practices, develops new business, partners with internal specialists, and services high-net-worth clients through financial planning, investment, insurance, and estate strategies.