Top Tech Jobs & Startup Jobs in Charlotte, NC

Manages and services an SBA loan portfolio, ensuring compliance with SBA SOPs, federal regulations, and bank policies. Reviews credit and collateral, prepares deferments, reconciles payments, coordinates debt mitigation and collections, handles member requests, maintains servicing files, and prepares status reports. The role also supports risk controls, internal projects, AML/BSA compliance, and operational improvement initiatives.

Provides member service across traveling bank branches by opening and maintaining accounts, processing teller transactions, handling cash, promoting banking products, resolving member inquiries, and maintaining accurate records. The role supports branch operations, follows security and AML/BSA requirements, balances cash drawers, assists with audits and reconciliation, and may perform additional administrative duties.

Supports commercial lenders and private banking officers with loan and deposit processes, member service, account administration, payment and transfer requests, fraud-related actions, reporting, and business development activities. Serves as a portfolio contact, resolves member issues, coordinates with internal departments, monitors past-due payments and deposit exceptions, and ensures compliance with AML and BSA requirements.

Analyzes business needs, documents software requirements, leads process re-engineering, evaluates banking system solutions, develops test plans, supports implementations, manages system changes, and serves as the liaison between business stakeholders and technology teams. The role requires banking experience, FIS IBS expertise, strong analytical and documentation skills, and knowledge of AML and BSA regulations.

Supports commercial loan officers with portfolio management, credit analysis, underwriting, loan renewals, financial statement review, covenant tracking, problem asset reporting, closing requirements, and exception resolution. Provides member service, participates in prospect and member meetings, supports banking transactions and referrals, assists with process-improvement projects, and ensures compliance with AML and BSA regulations. Requires commercial credit underwriting experience, banking knowledge, communication skills, and proficiency with Word and Excel.

Sell personal lines insurance through a consultative process. Build referral relationships with banking, mortgage, real estate, and insurance partners; assess client needs; recommend coverage; explain policy features and costs; use carrier rating systems and underwriting guidelines; generate business through calls, emails, and referrals; collaborate with service teams; and meet annual sales goals. An active North Carolina Property and Casualty license is required before starting.

Supports benefits technology systems by maintaining data integrity, analyzing and cleaning databases, auditing plan data, testing rates and new functionality, assisting with reporting and projects, and supporting system users. Serves as a liaison with benefits carriers, maintains operating procedures, and helps manage client compliance and benefits sites. Requires strong organization, customer service, multitasking, Excel proficiency, and attention to detail.

Manage and enhance the bank’s risk-based Compliance Assurance Program. Lead compliance testing schedules, methodologies, workpaper reviews, issue management, corrective-action validation, regulatory risk assessments, reporting, and regulatory exam preparation. Supervise and develop compliance professionals, ensure testing quality and consistency, communicate findings to business lines and senior leaders, and support compliance with banking regulations including AML and BSA.

The Benefits Consultant role involves generating sales through needs-based analysis, maintaining client relationships, and overseeing team members while providing client service and managing proposals and referrals.

Manage commercial insurance client accounts—ensure policies are bound and billed timely, assist with new and renewal accounts, maintain client records, handle endorsements/audits/cancellations/claims, collect payments, and maintain an active P&C license through continuing education.