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Top Tech Jobs & Startup Jobs in Charlotte, NC
Fintech
Manages commercial equipment lease documentation and closing activities, ensuring credit conditions, due diligence, vendor records, liens, insurance, funding data, and transaction booking are complete and accurate. Coordinates with customers, vendors, sales, legal counsel, servicing teams, and internal stakeholders to resolve exceptions and meet closing timelines. Supports process improvement, onboarding, training, escalated issue resolution, risk management, and customer experience objectives.
Top Skills:
ExcelMS OfficeMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
Fintech
Coordinates customer data conversions from legacy platforms to NexLedgr and related systems. Responsibilities include managing conversion timelines, analyzing and validating migration data, executing test conversions, documenting exceptions, gathering customer requirements, supporting implementation and training, and completing pre- and post-conversion quality checks.
Top Skills:
Conversion ToolMicrosoft 365ExcelNexledgrRollfiSQLYodlee
Fintech
Build and manage relationships with mortgage brokers and bankers in the Miami market. Prospect and approve wholesale and correspondent partners, especially in Jumbo, Super-Jumbo, Non-QM, and niche lending. Train partners, structure loans, manage pipelines, support pricing and escalations, develop business through networking and presentations, monitor market trends, and maintain Salesforce data. The role is entirely commission-based and requires an existing book of business and extensive specialized mortgage lending knowledge.
Top Skills:
Adobe Ai AssistantChatgptLinkedInMetaMicrosoft CopilotExcelMicrosoft Office SuiteMicrosoft OutlookMicrosoft PowerpointMicrosoft WordSalesforceYoutube
Fintech
The Credit Administrator oversees credit review processes, loan structuring, and portfolio management for commercial borrowers, ensuring risk is mitigated and quality is maintained.
Top Skills:
ExcelMS OfficeWord
Fintech
The Credit Administrator oversees credit reviews and approvals for commercial loans, collaborates with business units, and manages credit risk in a portfolio of borrowers while coaching direct reports.
Top Skills:
MS Office
Fintech
Originate residential mortgages nationwide by analyzing applicants' finances, credit, and property valuations; recommend suitable mortgage products; consult customers to meet financial goals; manage leads to meet conversion targets; and build relationships with real estate agent partners.
Fintech
Senior quota-bearing role responsible for originating, structuring, and closing correspondent clearing relationships with broker-dealers and hybrid RIAs. Own the full sales lifecycle, serve as executive sponsor through due diligence and conversion, build and manage a pipeline, conduct in-person client engagement, represent the firm at events, and maintain Salesforce reporting.
Top Skills:
Salesforce CRM
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