Lending

Lending Finance Jobs

90 jobs found

Licensed Premier Relationship Banker (Series 7/66, Life/Health)

Rhinebeck Bank Poughkeepsie, NY

9d ago

$65k - $85k/yr Full time 66 Advisor Banker

66 Advisor Banker

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Job Description

This on-site, branch-based role in Poughkeepsie focuses on growing deposits, expanding consumer lending, and identifying investment opportunities while delivering high quality customer experiences. The position requires a bachelor’s degree in Finance, Economics, Business, or a related field, along with FINRA licenses and a NYS Life/Health Insurance license. The compensation range for this role is between $65,000 and $85,000 annually, depending on experience.

Responsibilities

Proactively engage with customers to uncover banking, lending, and investment opportunities aligned with their financial goals.
Oversee the end-to-end origination of consumer loans, including home equity loans, while ensuring all regulatory requirements are met.
Direct clients to Financial Advisors or Mortgage Loan Partners as appropriate to achieve optimal outcomes.
Provide coaching and mentorship to junior Universal Bankers to support their development.
Travel between branches as needed to serve customers and support the growth of the branch network.

Requirements

Licensing: FINRA Series 7 and 66, plus NYS Life/Health Insurance License.
Proven sales success in outbound outreach and relationship management.
Strong verbal and written communication skills with a focus on delivering exceptional service.
Organizational and coaching abilities to prioritize tasks and mentor junior staff.
Education: Bachelor’s degree in Finance, Economics, Business, or related field preferred.
Valid driver’s license and the ability to travel between branches as needed.

Benefits

Competitive compensation: $65,000 to $85,000 based on experience.
Health, dental, and vision coverage to support your well-being.
Tuition reimbursement to assist with continuing education and career growth.
20 days of paid time off to recharge.
Generous 401(k) match to help plan for the future.
Structured training and development during onboarding, including classroom, webinar, and hands-on learning.
Ongoing mentorship from experienced professionals to foster growth in the role.
Paid volunteer hours to support community involvement and social impact.

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Associate Financial Advisor

RIA Recruiting Washington, DC

10d ago

$80k - $90k/yr Full time Advisor Associate Client Relations

Advisor Associate Client Relations

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Job Description

This Associate Financial Advisor role with RIA Recruiting in Washington, DC offers a hybrid work arrangement, a base salary of $80,000-$90,000, and growth potential.

Responsibilities

Serve as the primary contact for clients' financial planning inquiries by phone or email, ensuring clients understand options and the implications of recommended strategies.
Prepare for and participate in semi-annual client review meetings.
Create and update comprehensive financial plans and present findings during client meetings.
Collaborate with outside consultants on tax, insurance, and mortgage matters to optimize client outcomes.
Coordinate with the Client Service team to ensure data and document requests are fulfilled.
Assist with trading and rebalancing client accounts.

Requirements

Minimum of 2 years in financial services.
CFP designation, or current enrollment in a CFP program.
Interest in expanding knowledge of tax and executive compensation, with progression through related designations.
Ability to manage own workload without micromanagement.
Strong organizational skills and attention to detail.
Track record of following through on outstanding tasks to serve clients effectively.
Effective communication skills.
Strong prioritization, problem-solving, and deadline-management abilities.
Experience with our systems is not required, but familiarity with Wealthbox, Advyzon, AssetMap, Holistiplan, Pontera, Jump, TaxStatus, Trayecto, or Schwab Advisor Center is a plus.

Technologies

Wealthbox
Advyzon
AssetMap
Holistiplan
Pontera
Jump
TaxStatus
Trayecto
Schwab Advisor Center

Benefits

Base salary of $80,000-$90,000 based on experience.
4 weeks PTO plus 10 paid holidays.
401(k) retirement plan with 3% automatic employer contribution.
Health care stipend.
Professional, collaborative atmosphere with opportunities for growth.
Potential for future firm equity.
Hybrid work setup with remote Mondays and Fridays.
Firm-sponsored education plan toward tax and executive compensation knowledge, with the goal of earning the Enrolled Agent designation.

The Process

15- to 30-minute Zoom interview conducted by the consultant serving as the hiring manager for this role.
If there is ground to proceed, complete a Career History Form.
If selected to advance, you will be invited to interview with the advisors.
Qualified candidates may be asked to complete assessments.

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Commercial Banker

State Bank Brownsburg, IN

10d ago

Full time Marketing Banker Banking

Marketing Banker Banking

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Job Description

State Bank's Commercial Banker role in Brownsburg, IN is an onsite opportunity focused on expanding the bank's footprint in Hendricks County. The position centers on developing new commercial banking business by reaching out to prospects and clients, cross-selling bank products, and delivering tailored financial solutions. By building durable relationships with customers and key influencers in the market, you will support profitability and growth targets in the Hendricks County area.

Responsibilities

Develop and maintain commercial banking relationships within the Hendricks County market.
Participate in market strategy and business development initiatives.
Collaborate with banking center staff, the mortgage originator, and the investment representative to formulate financial plans that meet client needs.
Address the personal banking needs of business owners.
Identify and establish relationships with prospective business customers to grow the portfolio through new client acquisitions.
Support the market president and the senior commercial banker in market development and servicing the current client base.
Apply business development and relationship management techniques to achieve target sales of commercial lending and deposit products and services.
Target new relationships with aggregate borrowing needs up to the bank's lending limit.
Cross-sell other bank products and services.

Requirements

Bachelor’s degree in accounting, finance, economics, or business administration.
Five years of industry experience with an emphasis on outside business development and sales.

Benefits

401(k) 3% Match
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Tuition reimbursement
Vision insurance

Skills & Abilities

Excellent verbal and written communication skills.
Strong sales and customer service abilities.
Outstanding organizational skills and attention to detail.
Effective time management with a proven ability to meet deadlines.
Analytical and problem-solving capabilities.
Ability to perform well in a high-paced and occasionally stressful environment.

Job Type

Full-time

Work Location

In person

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Chief Credit Officer

Bank of the FSM ‘Aiea, HI

10d ago

$70k - $90k/yr Full time Accounting Banking Chief

Accounting Banking Chief

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Job Description

Bank of the FSM is seeking a senior executive to lead its credit function, loan portfolio, and credit risk framework. The Chief Credit Officer will oversee the Loan Department, organized into three lending silos—SME and Consumer Lending, Commercial Lending, and Credit Administration—driving safe, sound, and community-focused banking practices. The role offers a salary range of USD 70,000 to 90,000 per year and is based onsite in Aiea, Hawaii.

Responsibilities

Develop and enforce FDIC-compliant credit policies, underwriting standards, and credit risk limits approved by the Board of Directors.
Provide executive oversight of all lending activities to maintain prudent credit practices aligned with regulatory guidance.
Monitor asset quality metrics including delinquencies, non-performing assets, charge-offs, concentrations, and emerging credit risks.
Ensure accurate calculation and documentation of the Allowance for Credit Losses (ACL/CECL), including underlying assumptions, models, and governance.
Lead portfolio stress testing and credit risk analysis to assess effects of economic and concentration risks.
Participate in the Credit Committee and ALCO Committee.
Balance prudent risk management with community banking objectives in underwriting standards.
Oversee commercial and corporate lending activities, including credit analysis, loan structuring, collateral evaluation, and covenant compliance.
Ensure adherence to concentration limits, loan approval authorities, and FDIC supervisory guidance.
Support relationship-based lending while maintaining disciplined credit risk practices.
Represent the Bank with the FDIC, state regulators, auditors, and external stakeholders as required.
Oversee problem loan identification, workout strategies, and collection efforts.
Prepare property evaluations and review appraisals as needed for CRE requests.
Prepare and present comprehensive credit and financial reports to the Board of Directors and committees.
Ensure compliance with FDIC regulations, supervisory guidance, and internal policies.
Contribute to enterprise risk management, internal control frameworks, and policy development.
Promote ethical conduct, accountability, and the Bank’s mission as a community-focused financial institution.
Other duties may be assigned.

Requirements

Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or a related field.
8–10 years of progressive banking experience, including senior responsibility for credit administration or lending.
Solid knowledge of FDIC regulations, credit risk management, and safety and soundness standards.
Strong leadership experience managing multi-functional teams.
Willingness to relocate to the Corporate Office in Pohnpei, Micronesia.

Benefits

Housing
Fully maintained car
Utilities
4–5 weeks of annual vacation
Annual home leave travel allowance
Paid medical
Life insurance benefits
Senior Officers Annual Bonus
Other seasonal benefits

Open/Closing Date

On-going

Location and Contact Information

Bank of FSM, Corporate Office, P.O. Box 98, Kolonia, Pohnpei FM 96941

Tel. (691) 320-2724 • Fax. (691) 320-5359 • Email: bofsmhq@bofsm.fm

Profile

Bank of the FSM is a full-service community bank with roughly $158 million in assets, a $51 million loan book, a sizeable US investment portfolio, and 98 staff dispersed across the North Pacific, spanning about 2,500 miles. It operates branches in all four FSM states and maintains a presence in Honolulu and Saipan. The corporate office is in Pohnpei. This opportunity invites a collaborative leader to join a focused, regional bank with a distinct lending approach and a commitment to community engagement.

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DE Underwriter

United Mortgage Corp Melville, NY Hybrid

11d ago

$95k - $135k/yr Full time Banking Compliance Credit

Banking Compliance Credit

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Job Description

Based in Melville, NY with a hybrid work setup, United Mortgage Corp is seeking a DE Underwriter to evaluate residential mortgage loan applications, including government and conventional programs. The role focuses on analyzing income, assets, and third-party reports, following up on loan conditions to ensure compliance and timely closings, and supporting underwriting, processing, and advisory staff as needed.

Responsibilities

Underwrite loan files received daily according to FHA, agency, investor, and credit union policies.
Originate and validate FHA insured loans using HUD's FHA Connection system.
Review and sign off underwriting conditions in line with credit union policy while maintaining turn-times.
Maintain current knowledge of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws.
Keep up to date with FHA and secondary market requirements regarding credit, income, disclosure, and property; hands-on experience with agency-related internet and computer systems as necessary.
Analyze tax returns, credit and appraisal reports, fraud detection, and other income- or property-related documents to ensure compliance with agency, investor, and credit union requirements.
Organize and prioritize daily workload to ensure adherence to policy, procedures, and established turnaround times.
Communicate and interact with vendors, services, agencies, investors, staff, brokers and members.
Maintain current working knowledge of the mortgage industry and credit union standards and trends.
Monitor and resolve quality control issues on relevant files in a timely manner to prevent delays.
Collaborate with management to implement procedures that prioritize work within underwriting and processing as volume dictates.
Work closely with origination and operations staff to ensure compliance with guidelines and policies of the credit union and agencies.

Requirements

3-5 years of experience as an Underwriter with comprehensive mortgage knowledge.
Bachelor’s degree preferred or equivalent work experience.
Experience with FHA/VA/Agency loans.
Direct Endorsement (DE) required.
Strong analytical skills in credit and risk, with solid decision-making ability.
Effective interpersonal skills and technical report writing abilities.
Attention to detail.

Technologies

FHA Connection
HUD Direct Online System

Benefits

Healthcare, dental, and vision insurance
401(k)/Roth retirement plan
Paid time off
Paid holidays

Job Summary

The DE Underwriter primarily reviews and analyzes residential mortgage loan applications, including government and conventional loans. This role involves evaluating third-party reports such as credit reports and appraisals, calculating income, reviewing asset documentation, and following up on outstanding loan conditions to clear files for closing while ensuring compliance with applicable lending regulations.

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Ag/Business Banker

Border Bank Greenbush, MN

12d ago

$75k - $115k/yr Full time Agriculture Agriculture Lending Banker

Agriculture Agriculture Lending Banker

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Job Description

Border Bank offers a stable, community‑focused career in Greenbush, MN (onsite). The Ag/Business Banker role pays $75,000 to $115,000 per year and centers on building long‑lasting relationships with agricultural and business clients, delivering loan, deposit, and cash‑management solutions, and representing the bank as a trusted regional partner and active community participant.

Benefits

Paid Time Off & Paid Holidays
Health, Dental & Vision Insurance
Flexible Spending Account (FSA)
Health Savings Account (HSA)
401(k) with Employer Match
Bank‑Paid Life Insurance & Long‑Term Disability
Supplemental insurance options including Accidental Injury, Heart & Stroke, Cancer, Intensive Care, Hospital Indemnity, Critical Illness, Life, and Short Term Disability
Employee Assistance Programs (EAP)
Wellness Dollars
Education Assistance

Responsibilities

Originate agricultural and commercial loans and oversee an assigned portfolio with emphasis on growth, product mix, margin, credit quality, and fee income
Drive new loan volume through proactive outreach and deepening existing client relationships
Deliver outstanding service to all clients, new and existing
Monitor delinquent loans and work toward maintaining a high‑quality loan portfolio
Establish new deposit relationships and expand current ones
Negotiate loan rates and terms within established guidelines
Represent Border Bank in local community and civic organizations

Requirements

Strong relationship‑building and communication skills
Passion for business development and community involvement
Solid credit analysis skills
5+ years of banking experience
Bachelor's degree in Business Administration or equivalent experience

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IMI CIB - Financial Institutions Analyst - Trade and Supply Chain Finance

Intesa Sanpaolo Group New York, NY

12d ago

$70k - $100k/yr Full time Analyst Banking Chain

Analyst Banking Chain

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Job Description

Intesa Sanpaolo Group operates a dedicated Financial Institutions Desk within its Trade and Supply Chain Finance practice in New York. The Analyst role supports senior professionals in closing, executing, managing, and monitoring SCF, TEF, and SEF transactions while coordinating with the NY Branch, head office, and external counterparties such as financial institutions and corporate clients.

Position details

Location: New York, NY (onsite)
Salary: USD 70,000 - 100,000 per year
Minimum experience: 1 year
Education: Undergraduate degree

Responsibilities

Support senior team members in closing, executing, managing, and monitoring SCF, TEF, and SEF transactions and the desk's overall operations.
Coordinate and communicate with colleagues across the NY Branch and head office to help achieve desk objectives aligned with strategic goals.
Interact with external counterparties and clients such as financial institutions and corporates.

Requirements

Handle SCF, TEF, and SEF proposals and quotations, monitor disbursements and settlements, and coordinate with Treasury and Back Office to ensure smooth transaction processing.
Participate in bank or client meetings as needed.
Prepare reports for Senior Management and/or head office and branches/subsidiaries as required.
Produce Price Range simulations to support deal flow and for notes and credit proposals.
Assist in preparing Product Notes needed to request credit limits for SCF/SEF/TEF activity.
Prepare internal and external pitches and reports (including profitability and utilization) to support SCF/TEF/SEF business origination, reporting, monitoring, and general management activities.
Stay informed of developments in trade and supply chain finance and the broader banking market.
Product knowledge should reflect a general understanding of international business, its products, and practices.
Undergraduate degree in Business, International Economics, or International Relations, or equivalent international banking experience.