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Top Operations & Support Jobs in Charlotte, NC
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Fintech • Financial Services
The role involves reviewing and remediating regulatory documentation, leading projects for new regulatory requirements, conducting data analysis, and collaborating with various stakeholders to resolve complex situations effectively.
Top Skills:
Microsoft AccessExcel
YesterdaySaved
Fintech • Financial Services
Lead a variety of servicing activities for complex commercial loans, mitigate risks, resolve client issues, and ensure compliance with policies and regulations.
Top Skills:
Lucas (Loan Underwriting Collateral Analysis System)MS Office
Fintech • Financial Services
The role involves supporting Securities Operations tasks, resolving low complexity issues, collaborating with the team, and improving operational processes.
Top Skills:
ExcelMS Office
Fintech • Financial Services
Responsible for compliance supervision and support for branches, managing risk processes, and conducting operational reviews. Collaboration with financial advisors and branch managers is key.
Top Skills:
MS Office
Fintech • Financial Services
The role involves supporting branches with compliance supervision, conducting client account approvals, monitoring regulations, and collaborating with staff on risk management.
Top Skills:
MS Office
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Fintech • Financial Services
Responsible for compliance supervision of branch activities, conducting reviews, identifying issues, collaborating with advisors, and managing risk processes.
Top Skills:
MS Office
Fintech • Financial Services
The Trade Services Associate will provide support for client retention, process letters of credit, and collaborate on trade services policies and procedures.
Top Skills:
MS Office
Fintech • Financial Services
The Lead Business Execution Consultant supports the sales team in condo project reviews, engages leadership, monitors project activities, sources new projects, facilitates training, and participates in policy changes.
Top Skills:
Builder ShareCpmFfwTableauZonda
Fintech • Financial Services
Lead the onboarding process for Financial Advisors at Wells Fargo, ensuring operational excellence, compliance, and team training while managing cross-functional partnerships.
Fintech • Financial Services
The Branch Support Manager will lead support functions, handle operational controls, manage relationships, and oversee Client Associates' development in wealth management.
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