Top Finance Jobs in Charlotte, NC

Provide underwriting support for Home Equity by answering guideline, occupancy, income, and complex scenario questions; document scenarios and create QRG/FAQs; own SOP updates; assist QA, audit remediation, and training; act as liaison for credit exceptions and underwriting escalation.

The Mortgage Loan Coordinator schedules refinance closings, reviews loan files for accuracy, communicates with borrowers, and monitors closing disclosures and fees.

The Mortgage Processor reviews loan applications for accuracy and completeness, manages a pipeline of loans, and ensures timely communication with clients and internal teams.

Lead Capital Markets product development by partnering with business lines, coordinating cross-functional launches, educating investors, negotiating term sheets, modeling product economics, and ensuring scalable infrastructure and reporting. Manage investor pipelines, validate readiness for regulatory and investor reporting, oversee execution and post-launch performance, and build repeatable frameworks to streamline future product development.

Support accounting for crypto activity including subledger review, journal entry preparation, reconciliations, month- and year-end close, variance analysis, control execution, audit support, process documentation, and cross-functional reporting.

Lead second-line credit risk oversight across unsecured, secured, and commercial lending. Perform credit and behavioral analytics, monitor roll rates/delinquency, evaluate KPIs/KRIs, build data visualizations, advise on policy effectiveness, and support regulatory readiness and risk management frameworks.

Lead second-line oversight of small business credit risk through advanced analytics, monitoring KPIs/KRIs, roll rates, delinquency, and credit loss trends. Evaluate and optimize portfolio management policies, ensure regulatory readiness and adherence to risk appetite, provide data-driven challenge to first line, and communicate findings to management.

The Staff Credit Policy Analyst leads the development and governance of credit policies for home loans, ensuring compliance and operational efficiency while collaborating with leadership and cross-functional teams.

Lead preparation and filing of SEC reports (10-Q, 10-K, 8-K), ensure US GAAP and SEC compliance, manage audits, perform technical accounting research, drive reporting modernization with automation/AI, collaborate cross-functionally, and build and mentor a high-performing controllership team.

Prepare, review, and submit bank and holding company regulatory filings (Call Report, FRY series). Maintain regulatory reports in Axiom ControllerView, research reporting requirements, respond to regulator inquiries, review reconciliations and intercompany transactions, support audits/exams, identify process improvements, coach staff, and support ad-hoc regulatory projects.