Life insurance license and FINRA certifications (or willingness to obtain). In financial services, you could continue fostering these long-term relationships, helping clients at each stage of their…
MBA from a strong program (recent graduates welcome) OR 3–5 years of FP&A, investment banking, consulting, or related analytical experience. Mentor junior team members and contribute to raising the…
Experience in commercial loan documentation, commercial lending support or other banking position. High school or GED with a minimum of 4 years’ experience in sales, customer service or operations.
Bachelor's degree in accounting or finance required; MBA highly preferred. 5+ years’ experience as Manager or Director of Financial Planning and Analysis. This movement can occur throughout the day.
1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience. Provide self-service digital banking options to customers.
The Finance Specialist operates at the intersection of finance, operations, and client service, partnering closely with the CFO and project teams to ensure accurate financial reporting and strong…
4–6 years of experience in technical project management, business systems analysis, or agile delivery roles within software development environments. Bachelor's degree in Computer Science, Information…
Bachelor’s degree in finance or relevant field preferred. High school diploma or equivalent required. Minimum of 5 years’ experience as a Loan Processor, Post Closer or similar role.
High school diploma or equivalent. Basic computer proficiency: experience with financial software is a plus. Previous cash handling or customer service experience, preferably in a financial…
Identify missing or incorrect information and communicate required updates to sales teams. As an Underwriting Coordinator, you’ll be responsible for reviewing merchant applications to ensure they are…