Top Fintech Jobs in Charlotte, NC

Supports Commercial Bank business continuity, operational resiliency, crisis management, and third-party risk activities. Responsibilities include managing continuity controls, challenging business quality reviews, administering continuity plans, reporting crisis impacts and key risk indicators, coordinating policy changes, supporting projects and senior leadership reporting, and assisting with audits and examinations.

Leads independent commercial credit reviews, transactional testing, targeted risk assessments, portfolio analysis, and credit policy evaluation. Identifies emerging risks and process gaps, communicates findings to executives and regulators, supports monitoring and business assessment reports, and partners with stakeholders across Capital One and Brex. Requires extensive transactional credit experience, strong financial analysis, leadership, communication, and risk management skills.

Lead and coordinate pre-close activities for complex bilateral and syndicated commercial real estate loans, ensure compliance with policies and regulations, manage due diligence and documentation, perform quality secondary reviews, resolve closing issues, and collaborate with internal and external stakeholders to drive efficient, accurate loan closings.

Leads large-scale transformation initiatives across Securities Operations, including settlements and account transfers. Oversees governance, planning, executive reporting, risk integration, cross-functional coordination, process modernization, automation, control optimization, business cases, and benefits realization. Partners with Operations, Front Office, Technology, Risk, Compliance, Finance, and Human Resources leaders to resolve complex issues, improve resiliency and efficiency, and deliver strategic business outcomes.

Leads and supports Trade Service Representatives, coaches less experienced staff, resolves routine and escalated issues, and backs up trade service managers. Processes standby and documentary letters of credit, collections, and related documentation while applying trade service standards, UCP 600, ISP98, banking procedures, and credit risk controls. Supports client satisfaction, retention, referrals, policy improvements, and team performance recommendations.

Handles inbound calls and warm leads to assess customers’ insurance needs, recommend appropriate property and casualty products, and convert prospects into policyholders. The role includes paid training and licensing, customer consultation, sales closing, brand representation, and maintaining strong service standards. Representatives work remotely on a fixed weekday and weekend schedule and must maintain a dedicated professional workspace with high-speed wired internet.

Supports new-agent onboarding by advancing contracts, tracking background checks and fingerprints, reviewing paperwork, resolving documentation gaps, communicating candidate status, and processing system integration forms. Provides administrative support to the Managing Partner, including phone assistance, calendaring, and executive correspondence. The role requires customer service or office administration experience, strong communication and organization, meticulous data handling, Microsoft 365 proficiency, discretion, and a compliance-focused mindset.

Administers complex commercial loan transactions, syndicated facilities, CRE and construction lending activities. Processes fundings, paydowns, rollovers, payoff calculations, construction draws, interest reserves, and escrow accounts. Ensures compliance with credit agreements, regulations, and internal policies; performs reconciliations and distributes required notices. The role involves direct interaction with borrowers, lenders, and internal stakeholders and requires strong financial, analytical, communication, and problem-solving skills.

Manages, acquires, and deepens commercial banking relationships with businesses generating $5 million to $50 million annually. Advises clients on credit, liquidity, interest-rate management, treasury, and wealth solutions while generating loans, deposits, and fee income. Partners with internal teams and centers of influence to develop new business, maintains compliance and risk standards, and participates in community activities to expand the customer base.

Supports complex customer account maintenance for consumer deposit and savings products. Serves as a subject matter expert, handles escalations, performs quality control, monitors workflows and service levels, maintains regulatory and operational controls, analyzes trends, recommends process improvements, and partners with Risk, Compliance, Technology, and Product teams. Also assists with mentoring, training, documentation, onboarding, and strategic operational initiatives.

Lead and manage software engineering teams: run agile processes, design and ship secure scalable APIs and services, guide architecture, manage technical debt, recruit and mentor engineers, and align work with company objectives.

Evaluate formal and informal life insurance applications by assessing medical, occupational, and financial risks. Determine acceptance, modification, or decline decisions; deliver best-first offers; explain decisions to customers and advisors; resolve rate and risk questions; support distribution partners; improve underwriting processes; and mentor emerging talent while maintaining mortality expectations.

Lead accounting function including GL, AP/AR, payroll, financial reporting, controls, audits, and tax filings. Develop policies, streamline month-end close and automation, manage cash flow, provide financial analysis for forecasting and strategic planning, and mentor the accounting team to ensure compliance and operational efficiency.

Lead and coach a regional field sales team to drive pipeline, close deals, and scale repeatable field sales motions. Spend significant time in-market, run disciplined pipeline and forecast reviews, hire and ramp AEs, use data to improve execution, and partner cross-functionally to deepen product-market fit and grow market share.

Lead design and delivery of enterprise-scale generative AI and agentic systems: define architecture, integrate foundation models, build cloud-native infrastructure and MLOps pipelines, orchestrate workflows and integrations, mentor teams, and guide solutions from concept to production.