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Top Finance Jobs in Charlotte, NC
Fintech • Financial Services
Lead and develop branch teams to drive customer engagement, growth, and operational excellence. Coach staff, manage branch operations, ensure regulatory and compliance adherence (SAFE/NMLS/LO), hire and mentor talent, resolve customer and employee issues, and promote digital banking adoption while managing travel and weekend schedules.
Top Skills:
Digital BankingNmls
Fintech • Financial Services
The Senior Branch Premier Banker will acquire new affluent clients, resolve customer issues, recommend financial options, and collaborate with branch colleagues to meet client needs while ensuring compliance with regulations.
Fintech • Financial Services
Execute collateral monitoring and securities-backed lending operations for wealth management. Monitor loan facilities, approve collateral releases, resolve low-complexity escalations, collaborate with underwriting and field partners, contribute to process improvements, support reporting, and assist on projects to mitigate risk and maintain compliance.
Top Skills:
ExcelMS OfficeOutlookPowerPointWord
Fintech • Financial Services
The role involves supporting the origination and execution of CLO transactions, interacting with clients and investors, and assisting in underwriting asset-backed lending facilities.
Top Skills:
ExcelMS OfficePowerPointWord
5 Days AgoSaved
Fintech • Financial Services
This role involves managing complex lending relationships with high-value clients, structuring inventory financing solutions and integrating services across teams to meet clients' financial needs.
Top Skills:
Credit SolutionsFinancial AnalysisRelationship Management
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Fintech • Financial Services
Lead commercial loan servicing activities, collaborating with various teams, managing risks, resolving client issues, and ensuring compliance. Requires extensive experience in commercial loan servicing.
Top Skills:
Lucas (Loan Underwriting Collateral Analysis System)MS Office
Fintech • Financial Services
The Senior Investment Analyst will conduct equity manager research, manage mutual funds or client accounts, and perform due diligence on investment products, supporting field investment professionals and drafting communications regarding money manager ratings and updates.
Top Skills:
FactsetMicrosoft Office SuiteMorningstar DirectPowerPoint
Fintech • Financial Services
The Market Risk Specialist role involves monitoring counterparty credit risk, performing credit-data controls, collaborating with teams for risk assessment, and supporting credit decisions and methodologies. It requires strong analytical skills and attention to detail.
Top Skills:
MS OfficeRisk-System ApplicationsSQL
Fintech • Financial Services
The role involves underwriting and managing corporate credit relationships, preparing credit packages, conducting financial analysis, and coordinating with internal partners for loan execution.
Top Skills:
Credit AnalysisFinancial Modeling
Fintech • Financial Services
The Senior Investment Portfolio Control Consultant leads investment risk management for the Private Wealth Businesses, assessing portfolio risks, mentoring staff, and developing remediation plans for investment risks.
Top Skills:
Excel
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