Credit Loan Digitizer Job at The Omaha Tribe of Nebraska (Macy)

Analyst - Sales, Secondary Loan Trading (SLT) & Credit Risk Insurance (CRI) Distribution - Americas

As part of its software suite provided to its clients, Cegid and its partners us...

Location

United States , NEW YORK

Salary:

110000.00 USD / Year

Crédit Agricole

Expiration Date

Until further notice

Requirements

Bachelor Degree / BSc Degree or equivalent
Education Essential: BA/BS (Finance)
Education Desirable: Masters degree in finance or business administration
0-2 years experience
Experience Desirable: 1+ years of relevant experience in banking, preferably in Project Finance and Digital Infrastructure
Good Financial & Accounting Knowledge
Strong computer skills including use of Microsoft Word, Excel, and PowerPoint
Good interpersonal skills
Team player, team oriented with strong work ethos
Ability to react quickly and use own initiative

Job Responsibility

Support the DAR Sales and SLT activity in the Americas (covering all CLF and ERA sectors, with a strong focus on Project Finance and Digital Infrastructure - North America and Latin America)
Support the DAR CRI activity in the Americas, developing relationships with key internal and external stakeholders, coordinating deal flow with business lines, coordinating certain aspects of the sourcing and placing of CRI activity, both onshore and offshore in coordination with the CRI teams in Paris and London
Coordinate with DAR Syndicate teams and support global SLT team to maintain and develop relationships with banks and institutional investors to drive loan sales in both primary and secondary markets, in addition to frequent investor coverage followed by detailed Call Reports posted on Debt Domain
Conduct sales calls and attend meetings with prospective investors as part of the distribution process
Coordinate and work with DAR Syndicate teams with primary sell down to reach approved loan final take target
Actively participate in primary syndications covering accounts and reporting feedback back to DAR Syndicate teams
Participate in regular pipeline calls with DAR Syndicate teams to anticipate upcoming new transactions to come to market
Review legal documentation with respect to transferability and confidentiality provisions
Deepen and broaden knowledge of underlying deals and investors
Coordinate new CRI activity (with CRI Paris and London) offshore activity for CLF and ERA

Fulltime

Senior Premier Branch Banker

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal r...

Location

United States , Coeur d'Alene/Hayden Lake

Salary:

Not provided

Wells Fargo

Expiration Date

July 08, 2026

Requirements

4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of experience building and maintaining effective relationships with customers and partners
3+ years of experience recommending products and services
Ability to work a schedule that will include most Saturdays
This role requires FINRA Series 6 and Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe. For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. Wyoming allows referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. Requirements may change based on current state regulations.
Obtaining and maintaining required FINRA licenses is necessary for continued employment. This role also requires meeting enhanced financial fitness and criminal background standards. Wells Fargo will begin the FINRA review process once an offer is accepted.
SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply.
This position is not eligible for Visa sponsorship

Job Responsibility

Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments
Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
Serve as the primary financial partner delivering comprehensive, multi‑product guidance and ongoing reviews across life stages and evolving financial needs
Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs
Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes

What we offer

robust benefits
competitive compensation
programs designed to help you find work-life balance and well-being
rewarded for investing in your community
celebrated for being your authentic self
empowered to grow

Fulltime

Technical Product Manager

We are looking for a Technical Product Manager to drive payment-focused product ...

Location

United States , San Antonio

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree in Business, Computer Science, or a related discipline
At least 6 years of product delivery experience within payments-focused environments, including exposure to banking, lending repayment, debt servicing, or card processing
At least 6 years of experience in one or more of the following: API or SDK product delivery for financial institutions, digital interface or white-label product delivery for financial institutions, or B2B SaaS product management
Demonstrated experience working with scalable, resilient, and high-availability platform products, ideally in banking or transaction-heavy systems
Strong command of core product management practices, including backlog ownership, requirements development, user story creation, and acceptance criteria definition
Experience integrating external service providers or SaaS solutions into a broader product ecosystem
Excellent communication, collaboration, and stakeholder management skills with the ability to make sound, data-informed decisions
Willingness and ability to travel domestically on a quarterly basis

Job Responsibility

Lead product delivery for payment-related capabilities, including areas such as core banking connectivity, loan and debt repayment functionality, and card transaction features
Own and prioritize the product backlog for transaction-processing initiatives, ensuring work is clearly defined and aligned with business goals and technical feasibility
Translate high-level objectives into epics, user stories, and acceptance criteria that enable efficient execution by engineering teams
Partner closely with architects, developers, program leaders, and other stakeholders to move product initiatives from concept through release
Guide the development of technical product components such as APIs, SDK-enabled capabilities, user interfaces, or white-label solutions for financial institutions and credit unions
Evaluate and incorporate third-party platforms or SaaS providers when they strengthen product capability, scalability, or speed to market
Produce detailed product and technical documentation that supports implementation, operational clarity, and long-term platform evolution
Use market analysis, competitive intelligence, and user feedback to identify pain points and refine the roadmap
Communicate the value and impact of new features to internal teams, including customer-facing and go-to-market partners
Travel domestically on a quarterly basis for meetings with headquarters, customers, or industry events as needed

What we offer

Medical
Vision
Dental
Life and disability insurance
401(k) plan

Loan Processor - Support

We are looking for a detail-oriented Loan Processor - Support team member to joi...

Location

United States , La Grange

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Experience supporting loan administration, loan processing, or commercial lending operations within a financial services environment
Working knowledge of commercial loan due diligence, documentation review, closing coordination, and post-closing follow-up activities
Strong attention to detail with the ability to analyze information, identify discrepancies, and solve problems effectively
Proven ability to manage competing deadlines in a fast-paced setting while maintaining accuracy and a high level of customer service
Clear written and verbal communication skills, with the ability to collaborate effectively across lending, operations, and external partners
Proficiency in Microsoft Word and Excel, along with the ability to learn loan platforms and data processing systems quickly
Basic understanding of accounting concepts and general ledger activity related to loan transactions
Background in mortgage processing, mortgage closing, loan origination, or related lending support functions is preferred

Job Responsibility

Initiate and coordinate pre-closing due diligence by reviewing approved loan packages and ordering required searches, reports, certifications, and lien-related documentation
Maintain an active portfolio of loan files by updating tracking tools, organizing digital records, and ensuring documents are properly stored in shared electronic systems
Work closely with lenders and title partners to move commercial loans to closing, confirming that title conditions and required documentation are satisfied in advance
Perform final reviews of closing documents, assemble complete funding packages, and submit booking information once transactions are ready for system entry
Prepare closing-related disbursement requests, including wire instructions, while helping ensure accuracy and completeness of supporting documentation
Monitor post-closing and exception items through regular reporting, following up on recorded documents, insurance or policy requirements, and any outstanding conditions
Track ongoing credit administration items such as letters of credit and organizational filings, including renewals and continuation deadlines
Respond to operational and servicing requests from internal teams and external partners, including monetary and non-monetary loan activity, while helping resolve issues efficiently
Support debit and credit processing with an understanding of general ledger impact, and contribute to team collaboration, training efforts, and coverage during high-volume periods
Carry out daily work in accordance with regulatory standards, internal controls, and bank policy requirements while assisting with additional departmental needs as assigned

What we offer

Medical insurance
Vision insurance
Dental insurance
Life and disability insurance
401(k) plan
Free online training

Fulltime

Personal Banker King Salmon

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National ...

Location

United States , King Salmon

Salary:

23.00 - 31.00 USD / Hour

Wells Fargo

Expiration Date

June 28, 2026

Requirements

6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Prior experience in financial services or a highly regulated, customer-facing role, demonstrating comfort with structured processes, accuracy, and service expectations
Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement
Comfort initiating outreach (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needs
Demonstrated comfort with digital tools and technology, with the ability to quickly learn new systems and confidently guide customers in adopting capabilities that enhance their banking experience
Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed
Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience
Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns
Ability to work a schedule that will include Saturdays
Support branch operations by flexing between cash handling and customer banking activities, with an emphasis on delivering strong service through account openings and ongoing account support

Job Responsibility

Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement
Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions
Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals
Support everyday banking needs, including new account openings, service requests, and credit applications
Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards
Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs
Deliver accurate, compliant service while exercising sound judgement within defined risk controls
Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

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Fr Y-14 Actuals Reporting Vp

The FR Y-14 Actuals Reporting Vice President is a professional responsible for d...

Location

Philippines , City of Taguig, Metro Manila

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5+ years of work experience in Financial/Regulatory Reporting/Risk Management (Credit, Market or Liquidity) function within a major global financial institution
Regulatory reporting experience (eg. FR Y-14, FR Y-9C)
Proven track record analyzing complex financial reporting items in a high profile environment and developing/deploying analytics frameworks within a large financial institution
Familiarity with Risk and Finance reporting data infrastructures and platforms (Citi systems knowledge preferred) across multiple products, functions, and/or businesses preferred
Senior Leadership and project management experience within a major global financial institution
Bachelor's degree/University degree with a major in Accounting, Finance, Financial Engineering, Mathematics or Statistics
CPA/CFA/FRM Qualifications are a plus
Must have the ability to drive / execute projects with limited guidance and drive next steps
Proficiency in extracting and analyzing large data sets from databases
Experience dashboarding tools like Tableau (preferred)

Job Responsibility

Lead / support schedule level Control activities, including the ongoing improvement of a Control framework (eg. reconciliations, variance analysis, periodic schedule QC, adjustments review, EUC verification and DQ diagnostics) for owned schedules
Develop and use analytical tools (eg. SQL, Tableau, Etc.) to visualize risk and inform management decisions
Deliver risk and data quality insights through verbal, written and interactive digital content to key stakeholders
Review / assess report production identified FR Y-14 related issues (eg. DQ, adjustments, reconciliations) and present to senior management
Develop attestation materials and dashboards for senior management summarizing the results of the review prior to submission
Support / drive technology implementations to support automation
Create / present schedule level materials supporting CFO attestation, including attestation packages
Support annual (and interim) CCAR activities for FRY14 Actuals
Contribute to creation of report level materials in support of CFO attestation
Develop and manage team members to become high performing team in support of schedule level analytics and reporting activities

Fulltime

FR Y-14 Actuals Reporting Senior Vice President

The FR Y-14 Actuals Reporting Senior Vice President is a professional responsibl...

Location

Philippines , City of Taguig, Metro Manila

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10+ years of work experience in Financial/Regulatory Reporting/Risk Management (Credit, Market or Liquidity) function within a major global financial institution
Regulatory reporting experience (eg. FR Y-14, FR Y-9C)
Proven track record analyzing complex financial reporting items in a high profile environment and developing/deploying analytics frameworks within a large financial institution
Familiarity with Risk and Finance reporting data infrastructures and platforms (Citi systems knowledge preferred) across multiple products, functions, and/or businesses preferred
Senior Leadership and project management experience within a major global financial institution
Ability to drive / execute projects with limited guidance and drive next steps
Proficiency in extracting and analyzing large data sets from databases
Strong product knowledge in Derivatives, Traded products, Corp Loans, Retail products, Securities (and related FRY14 schedules, preferably attained through working in risk management, finance, regulatory reporting or operations)
Strong verbal and written communication skills, with the ability to present complex concepts in a concise manner
Detail-oriented with strong organizational skills

Job Responsibility

Develop attestation materials, metrics, and dashboards for senior management summarizing the results of the review prior to submission
Create / present schedule level materials supporting CFO attestation, including attestation packages
Support QMMF / annual CCAR activities for FRY14 Actuals
Contribute to creation of report level materials in support of CFO attestation
Lead schedule level Control activities, including the ongoing improvement of a control framework (eg. reconciliations, variance analysis, periodic schedule QC, adjustments review, EUC verification and DQ diagnostics) for owned schedules
Develop and use analytical tools to visualize risk and inform management decisions
Deliver risk and data quality insights through verbal, written and interactive digital content to key stakeholders
Review / assess report production identified FR Y-14 related issues (eg. DQ, SAB 99, adjustments, reconciliations) and present to senior management
Support / drive technology implementations to support automation
Develop and manage team members to become high performing team in support of schedule level analytics and reporting activities

Fulltime

Business Banker (LO)

Location

United States , Atlanta

Salary:

Not provided

Wells Fargo

Expiration Date

June 28, 2026

Requirements

2+ years of financial services, sales, or customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
2+ years of in-branch business banking experience
1+ year of experience managing a dedicated book of small business customers across assigned territory
Bilingual speaking and listening proficiency in Spanish/English
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Experience using strong business acumen to provide financial services consultation to business customers
Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
High motivation with ability to successfully meet team objectives while maintaining individual performance
Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners
Customer service focus with experience handling complex transactions across multiple systems

Job Responsibility

Manage and grow a portfolio of low to moderately complex business clients
typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner
Understand and offer a suite of financial solutions and digital services available through Wells Fargo to meet the needs of our business clients, leveraging available tools and positioning yourself as a product expert to deliver tailored, impactful recommendations
Develop strong understanding of each client’s goals, and financial needs by analyzing their operations and priorities
provide tailored financial recommendations that align with their objectives while staying compliant with policies and procedures
Act as a trusted advisor by offering a full range of products and services including business accounts, credit, treasury services, and digital tools
Actively prospect and network to build strong relationships with both external and internal partners to drive high-quality referrals and grow the small business customer base
collaborate with all internal banking channels to support business owners to gain entire relationship
Partner with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines
This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Fulltime

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Credit Loan Digitizer

Job Description

Job Responsibility

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