Top Fintech Jobs in Charlotte, NC

Manages post-closing mortgage loan pipelines, audits closing and compliance documents, clears investor and agency suspense conditions, coordinates with closing agents and brokers to obtain missing documentation, releases funding numbers, follows up on final documents, manages escrow holdbacks, and orders disaster-area property inspections.

Supports middle-market M&A transactions in the Consumer and Retail sector by building financial models, performing valuations, conducting due diligence, preparing transaction documents and pitch materials, participating in client meetings, developing transaction strategies, and supporting business development. The role works closely with junior and senior bankers and manages multiple transactions in a fast-paced environment.

Supports investment banking origination and transaction execution across financings, mergers and acquisitions, and advisory services. Performs financial analysis and modeling, industry and company research, process coordination, and prepares pitch materials, client presentations, offering memoranda, and proposals. Works with senior bankers and interacts with current and prospective clients in the defense, government, engineering, and industrial services sectors.

Designs and maintains compliance reporting solutions, dashboards, data extracts, visualizations, and automated workflows. Analyzes data, validates outputs, improves data quality, identifies process enhancements, and delivers actionable insights using BI and analytics tools. Partners with compliance stakeholders and cross-functional teams on solution development, testing, deployment, documentation, UAT, production support, and risk management initiatives.

Manage loan origination and administrative processes, third-party reports, vendors, invoices, Salesforce records, agency documentation, compliance reviews, audits, certifications, and data quality. Lead process standardization, automation, AI-enabled reconciliation, mailbox triage, offshore team oversight, stakeholder reporting, and end-to-end projects. Serve as a data steward and maintain procedures, controls, workflows, and operational continuity for core loan processes.

Provides specialized loss prevention and safety consulting to construction customers. Conducts on-site evaluations, analyzes risk and loss data, develops service plans, advises on regulations and industry practices, mentors consultants, supports customer relationships, and identifies opportunities for additional services. Regular travel is required.

Prospect and build enterprise sales pipelines for Coupa’s cloud-based spend management solutions. Engage C-level executives, communicate strategic business value, and close large six-figure-plus deals. Develop account plans and customer value roadmaps, collaborate with account development and solutions consulting teams, and provide accurate sales forecasts, reports, market insights, and risk assessments.

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 complex engineering engagements, architect AI-driven systems, design application patterns, mentor teams, and act as a trusted technical advisor to clients.