Top Fintech Jobs in Charlotte, NC

Processes and manages a pipeline of 30–50 home equity loan applications from initial review through closing. Responsibilities include gathering and analyzing borrower and third-party documentation, ensuring application accuracy and underwriting readiness, communicating with borrowers, loan officers, underwriters, closers, vendors, and referral sources, maintaining mortgage guideline knowledge, managing deadlines, and supporting broker-channel fulfillment while delivering an excellent customer experience.

Processes and manages a pipeline of 30–50 home equity loans from application through closing. Reviews applications for completeness, gathers and analyzes borrower and third-party documentation, communicates with applicants, loan officers, underwriters, closers, vendors, and referral sources, and ensures compliance with mortgage guidelines and closing deadlines. Provides customer service, sets borrower expectations, supports broker-channel fulfillment, and adapts to changing requirements in a fast-paced environment.

Administer and maintain critical Home Lending applications, including configuration, workflows, access controls, integrations, automation, and data management. Troubleshoot complex escalations, perform root-cause analysis, support audits, manage application security and governance, and lead technical execution for application projects and onboarding. Partner with business, engineering, security, IAM, vendors, and operations teams to translate requirements into reliable, scalable solutions while improving documentation, controls, processes, and platform capabilities.

Leads and grows Capco’s US Strategy & Digital Assets consulting business, focused on banking and payments. Owns strategic accounts, executive relationships, sales pipelines, opportunity origination, proposals, negotiations, and delivery leadership. Advises senior clients on digital money, stablecoins, tokenized deposits, blockchain payments, payment modernization, and digital asset operating models. Shapes growth propositions, ecosystem partnerships, transformation engagements, and high-performing consulting teams.

Leads commercial insurance growth across North Carolina, South Carolina, and Southern Virginia by building strategic broker relationships, championing the GRS brand, developing marketing and cross-sell initiatives, prospecting new business, and aligning underwriting and business leaders around regional profitability, retention, and growth strategies.

Handle inbound calls and warm leads, consult customers on insurance needs, recommend appropriate coverages, and convert prospects into policyholders. The role includes paid training, Property and Casualty licensing, customer relationship building, sales closing, and representing the Liberty Mutual brand. Employees work remotely on assigned weekday and weekend schedules while meeting home-office and internet requirements.

Leads commercial lending operations for asset-based and syndicated loan portfolios. Manages 6–10 servicing representatives, oversees end-to-end loan servicing, settlements, reconciliations, accruals, fee administration, documentation compliance, EOD/EOM controls, variance analysis, and risk mitigation. Partners with relationship managers, underwriters, collateral teams, and external clients. Drives service quality, process improvements, system enhancements, UAT, policy implementation, and talent development.

Investigates and resolves complex fraud and claims cases through customer interactions, authentication, research, and multiple banking systems. Identifies potential fraud, mitigates financial risk, manages various claim types, communicates updates, and contacts third parties as needed. The role also identifies process gaps, recommends improvements, supports customer experience initiatives, and provides procedural guidance as a subject matter expert to less experienced staff.

Manage commercial loan insurance records and documentation, review certificates for compliance, conduct quality assurance, coordinate with offshore teams and vendors to resolve exceptions, assist management with process improvements and reporting, escalate servicing issues, and support risk and compliance initiatives.

Own strategy and delivery for commercial lending products supporting loan servicing and banking operations. Partner with technology, product, and design teams to build scalable digital solutions, improve profitability, strengthen controls, reduce operational risk, and deliver customer-focused features. Lead cross-functional teams using data, business strategy, and modern product management practices.

Own long-term product strategy and roadmap for Circle's digital assets and capital markets platform. Lead cross-functional initiatives, manage regulatory and market risks, define forecasting and liquidity models, influence executives, and mentor product managers to scale global stablecoin and capital access infrastructure.

Oversee federal and state tax updates for Cash App’s tax software, from researching tax law changes through product launch. Translate updates into requirements for user interfaces, calculations, help content, PDFs, e-filing/XML, and testing. Review targeted code changes, collaborate with engineering and quality teams on testing and certification, and triage filing defects and rejections with tax agencies and internal partners.

Own federal and state tax software updates from research through launch. Translate tax law changes into product requirements, calculations, UI, documentation, PDFs, e-file/XML, and test scenarios. Review targeted code changes, collaborate with engineering and quality teams, conduct regression and launch testing, and resolve filing defects and rejections with tax agencies and internal partners.

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.

Develop and manage a branch-based wealth management practice by conducting client discoveries, creating tailored financial plans, driving new business development and referrals, conducting proactive outreach, and coordinating with internal specialists for investment, insurance, estate, and financial planning services.

Supports corporate finance and investment banking transactions across M&A, capital markets, leveraged finance, restructurings, refinancing, and equity raises. Responsibilities include financial modeling, company and industry research, transaction analysis, pitch and marketing materials, credit and underwriting processes, due diligence, legal documentation, client advisory support, and transaction execution. The role also supervises analysts and collaborates with senior bankers, clients, sponsors, lenders, and legal counsel.

Processes money movement, check deposits, settlement wires, securities transfers, account changes, and client materials. Prepares cost-basis reports, reconciliations, validations, and operational reporting while escalating discrepancies and customer inquiries. Provides coverage for operational staff and supports accurate, compliant service delivery. Requires at least one year of financial-services experience involving money movement transactions, strong communication and problem-solving skills, and familiarity with accounting and office software.