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Fintech
Manages and grows complex commercial banking relationships with companies generating $50M–$500M in annual revenue. Develops new business, advises senior executives, coordinates treasury management, capital markets, wealth management, and credit partners, and creates tailored relationship strategies. Reviews financial statements, evaluates credit requests, monitors portfolio risk, and delivers banking solutions. Maintains client relationships, manages CRM activity, participates in industry and community events, and provides guidance to junior Commercial Relationship Managers.
Fintech
Develops profitable commercial banking relationships with companies generating at least $10 million in annual sales. Identifies new business, manages complex portfolios, analyzes financial statements and credit risk, and delivers tailored lending, treasury management, capital markets, and wealth management solutions. Builds trusted client relationships, monitors portfolio performance, partners with credit and product teams, manages pipelines through CRM tools, supports public debt issuance, and participates in community and industry activities.
Fintech
Underwrite and monitor commercial credit portfolios, prepare credit approval memos and review materials, analyze financial statements and projections, track covenants, assign risk ratings, identify emerging risks, maintain accurate credit data, and report findings to credit leadership and relationship teams. The role also supports portfolio reviews, special projects, and occasional employee onboarding.
Fintech
Leads the development and maintenance of reliable data products, analytics frameworks, automation, APIs, and tools supporting predictive modeling and machine learning. Designs and integrates large structured and unstructured datasets, establishes data and code quality standards, automates manual processes, and partners with business and technology teams to deliver measurable analytical solutions. Also provides reporting, technical guidance, mentorship, and project planning support.
Fintech
Develops and maintains iOS features within an agile squad using modern software engineering practices. Responsibilities include implementing quality software, participating in code reviews and communities of practice, documenting technical knowledge, researching customer issues, following accessibility and development standards, and managing software-related risks. The role requires strong problem-solving abilities and experience with Swift, iOS APIs, testing, version control, and object-oriented design.
Fintech
Manages and oversees closely held and nonmarketable assets within trusts, estates, and foundations. Responsibilities include portfolio administration, financial analysis, asset valuation, corporate actions, transaction support, client and advisor communication, fiduciary compliance, risk escalation, documentation, reporting, and cross-functional collaboration with legal, tax, risk, and operations teams.
Fintech
Leads production and sales performance for licensed retail bankers, coaching them on investment strategies, securities products, client development, and financial solutions. Conducts individual and joint client appointments, manages relationships, drives securities fee income, delivers seminars, tracks sales results, and promotes compliance with risk policies. Requires brokerage experience and securities and insurance licensing.
Fintech
Manages a complex commercial real estate credit portfolio through financial analysis, risk assessment, underwriting, monitoring, and regulatory compliance. Reviews credit decisions, deal structures, pricing, risk ratings, renewals, and documentation; identifies emerging risks and presents portfolio insights to senior leadership. Partners with Relationship Managers and Credit Risk, engages clients, supports strategic initiatives, maintains accurate credit records, and coaches junior portfolio management staff.
Fintech
Leads valuation, monitoring, and strategic management of complex closely held and private investments within fiduciary structures. Reviews financial statements, assesses risk, evaluates corporate actions and transactions, communicates recommendations to clients and advisors, ensures regulatory and fiduciary compliance, and mentors team members.
Fintech
Manages complex commercial banking portfolios through financial analysis, credit risk assessment, underwriting, renewals, documentation, and ongoing borrower monitoring. Partners with relationship managers and credit risk teams on deal structuring, pricing, risk ratings, and mitigation strategies. Ensures compliance with credit policies and regulatory standards, delivers portfolio reporting to senior management, identifies emerging risks, and supports strategic initiatives. May supervise, coach, and review the work of junior portfolio management staff.
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Fintech
Leads investment sales production for a team of licensed retail bankers, coaches employees on investment strategies, conducts client appointments, sells securities products, manages relationships, develops referrals, and achieves securities fee-income goals. The role requires maintaining securities and insurance licenses, providing financial solutions, conducting seminars, tracking sales performance, managing risk, and traveling within the assigned territory.
Fintech
Manages complex retirement plan client relationships, providing fiduciary, regulatory, legislative, plan design, and compliance guidance. Retains and grows an assigned book of business through consultative cross-selling, client education, service-provider coordination, and relationship management. Leads client reviews, fiduciary training, documentation, billing oversight, compliance activities, and strategic projects. Partners with advisors, vendors, and internal teams to improve client outcomes, engagement, satisfaction, and profitability.
Fintech
Manages documentation, due diligence, closing, funding, lien perfection, and transaction boarding for equipment finance loans and leases. Coordinates with clients, relationship managers, legal, accounting, tax, pricing, and asset management teams to satisfy approval conditions, resolve exceptions, confirm wire instructions, and ensure regulatory and policy compliance. Reviews UCC searches, insurance, corporate documents, titles, and other collateral requirements while maintaining closing calendars, follow-up items, and service standards.
Fintech
Manages a complex commercial banking portfolio involving distressed relationships, credit analysis, workout strategies, risk monitoring, collateral, loan documentation, and client negotiations. Prepares approval memos, structures and underwrites commercial loans, evaluates financial performance and covenants, coordinates with legal counsel and consultants, ensures compliance with credit policies, and mentors junior portfolio staff. The role requires expertise in commercial credit, bankruptcy processes, financial risk analysis, and complex transactions.
Fintech
Underwrites and monitors commercial credit for financial institution clients. Responsibilities include preparing credit approval memos, reviewing financial statements, tracking covenants, running risk-rating and projection models, monitoring portfolios, identifying emerging risks, preparing portfolio reports, and supporting credit reviews. The role also resolves data and documentation issues, maintains compliance with credit policies, and may assist with employee training and special projects.
Fintech
Underwrite and monitor commercial credit portfolios, prepare credit approval memos and portfolio reviews, track covenants, assess financial performance and risks, run projection and risk-rating models, maintain accurate credit data, and escalate emerging issues. The role supports renewals, periodic reviews, criticized-period reporting, and underwriting increasingly complex credits with limited oversight.
Fintech
Manage a commercial equipment finance loan portfolio through financial analysis, underwriting, covenant and collateral evaluation, risk rating, monitoring, renewals, and modifications. Partner with relationship managers and credit risk teams, prepare credit recommendations and performance reports, ensure policy and regulatory compliance, and identify emerging risks. The role also supports client meetings, mentors junior employees, and contributes to data governance and accurate portfolio records.
Fintech
Leads Fifth Third Bank’s Risk Advisory capability within wealth strategy services. Advises high-net-worth clients on insurance, risk management, liquidity, estate, succession, and wealth-transfer needs; oversees solution governance, case quality, regulatory compliance, regional coverage, operating processes, and advisor enablement. Coaches Risk Advisory consultants, manages complex client engagements, collaborates with wealth, legal, compliance, and risk teams, and develops scalable standards, workflows, and performance measures.
Fintech
Provides advanced insurance and risk-management advice within holistic wealth planning for high-net-worth clients. Leads risk assessments, insurance strategy design, complex case execution, policy reviews, client and advisor discussions, underwriting coordination, and implementation. Partners with wealth, fiduciary, and external advisory teams while supporting documentation, compliance, practice development, advisor education, and mentorship of junior colleagues.
Fintech
Performs commercial credit underwriting, portfolio monitoring, financial and risk analysis, covenant compliance reviews, credit documentation, risk modeling, and portfolio review preparation. Partners with Portfolio Managers to complete underwriting, identify risks, manage renewals, prepare credit approval materials, monitor borrower performance, and recommend remedial actions. May support special projects and train new employees.
