Top Fintech Jobs in Charlotte, NC

Handles inbound calls and warm leads, consults customers on insurance needs, recommends Property and Casualty coverage, and converts prospects into policyholders. The role includes paid training and licensing support, customer-focused sales, schedule flexibility, and remote work requirements. Representatives must meet sales goals, communicate persuasively, use computer systems effectively, and maintain a suitable home workspace with wired high-speed internet.

An 11-week Surety Underwriting Intern role supporting financial analysis, risk assessment, underwriting decisions, and relationship management. The intern will learn how surety bonds support businesses and infrastructure projects while participating in training, mentorship, job shadowing, professional development, and the AFSB curriculum.

Supports securities operations through account opening and maintenance, client onboarding, transaction processing, reconciliation, documentation review, issue resolution, and daily production monitoring. Collaborates with advisors, clients, peers, and managers to resolve operational questions and escalations. Performs research, risk and control activities, process improvements, and analysis supporting operational initiatives while maintaining accuracy and service standards in a high-volume environment.

Supports the end-to-end operational lifecycle of primary-market debt transactions, including term-sheet documentation, security setup, trade and settlement issue resolution, regulatory reporting, transaction data maintenance, and operational risk monitoring. The role coordinates across trading, operations, technology, compliance, legal, and control teams while producing reports, responding to inquiries, and improving processes and controls.

Processes commercial and syndicated loan administration transactions, including advances, payments, repricing, fees, documentation, reconciliations, and post-transaction activities. Reviews legal and credit documents, validates data, performs regulatory and portfolio monitoring controls, manages exceptions, supports loan operations initiatives, and recommends process improvements. The role requires collaboration with stakeholders, moderate risk analysis, and adherence to lending, compliance, and documentation standards.

Qualify inbound partner and prospect leads, conduct discovery conversations, assess business fit, route opportunities to appropriate business development or sales teams, and manage handoffs. Maintain CRM data hygiene, prioritize follow-up, resolve cases promptly, and use workflow tools to improve response times and prospect engagement. The role requires learning and communicating fintech, payments, blockchain, and digital asset concepts while collaborating with cross-functional teams.

Lead business analysis and Scrum Master activities for high-value and cross-border payments transformation initiatives. Gather and translate business and technical requirements, facilitate agile ceremonies, support payment-system modernization, and coordinate stakeholders across business, technology, and operations. The role requires knowledge of FEDwire, CHIPS, ISO 20022 messaging, payment transaction flows, and agile delivery within banking or payments environments.

Manages unit leaders overseeing Short Term Disability and absence claims teams. Establishes performance expectations, removes barriers, develops team capabilities, and drives customer service, expense management, claim accuracy, and operational efficiency. Uses performance data, claim reviews, call monitoring, automation, and AI strategies to address root causes and improve outcomes. Partners with internal and external customers, supports team accountability, and escalates issues with recommended solutions.

Manages a portfolio of 10–15 substandard commercial and industrial loans to minimize credit losses and restore satisfactory ratings. Develops workout strategies, negotiates and structures transactions, obtains credit approvals, and coordinates documentation. Responsibilities include financial analysis, enterprise value assessment, market analysis, and internal and external reporting. The role requires extensive commercial banking, loan documentation, credit analysis, negotiation, and bankruptcy-related experience.

Lead asset-backed securitization origination and execution across consumer and commercial asset classes. Develop client relationships, pitch materials, structuring advice, and Term ABS mandates; manage ABS loan facility transactions, amendments, due diligence, portfolio reviews, credit meetings, documentation, and external relationships. Collaborate with distribution, credit, portfolio management, legal, and rating agency partners while mentoring associates and analysts.

Leads digital payment product delivery across web and app experiences. Translates strategy into requirements, user stories, acceptance criteria, and prioritized backlogs; collaborates with development, design, implementation, and release teams; manages roadmaps, launches, stakeholder communications, customer experience, analytics, and post-launch improvements.

Supports SoFi’s Litigation and Arbitration group by managing service-of-process intake, subpoenas, threatened and filed matters, legal correspondence, litigation tracking, invoices, vendors, and legal support workflows. Maintains accurate case records, coordinates with attorneys and outside counsel, supports complex legal requests, and ensures timely responses while handling confidential information and multiple deadlines.

Leads reliability, scalability, performance, and security for large-scale cloud systems. Designs AWS infrastructure with Terraform, automates CI/CD and operational workflows, establishes SLOs, manages incident response and disaster recovery, develops monitoring and observability solutions, and builds internal tools. Partners with engineering teams on architecture and reliability practices, conducts code reviews, mentors SREs, and supports compliance, vulnerability management, and security integration.

Leads the architecture, technical delivery, integrations, data foundation, reliability, compliance, and continuous improvement of Coupa’s revenue systems stack. Establishes platform standards, roadmaps, automation and AI capabilities, change controls, and incident management practices. Partners with IT, Information Security, Procurement, Finance, and vendors; evaluates and consolidates platforms; and oversees technical delivery across Salesforce and other go-to-market systems.

Manage commercial treasury management products by defining strategy, delivering new features, partnering with technology and design teams, improving customer and associate experiences, and reducing operational risk. The role involves translating business needs into digital products, leading cross-functional teams, strengthening controls, and driving profitable, resilient solutions for commercial banking clients.