Loan Assistant Jobs

OVERVIEW The Insights product is a new offering for Guidepoint's Institutional investment and corporate clients, that offers teleconferences, surveys, and in-person events. The teleconferences live in a transcript library portal, which covers a wide of industries/topics that enables our clients to make informed decisions. All content features experts from Guidepoint’s proprietary global network and is conceptualized and hosted by former investment professionals (i.e. private equity/hedge fund), sell-side equity research analysts, and industry professionals. WHAT YOU’LL DO: Monitor single name corporate credit situations in North America including distressed, restructuring/re-orgs, and price dislocations in both leveraged loan and high yield markets Conduct bottoms-up company research including reviewing earnings releases, reading investor presentations and analyzing SEC filings Review and analyze credit agreements, bond indentures and court filings Create original content and moderate teleconferences on timely topics featuring an expert from Guidepoint’s network with the goal of producing actionable insights for buy-side clients Generate ideas and follow key investor views among relevant strategies within North America credit Can be an in-person position or a fully remote work-from-home position WHAT YOU HAVE: Bachelor’s degree or Master’s degree Minimum 10 years of sell-side or buy-side analyst experience Must follow a bottoms-up, fundamental approach to investment research focusing on individual companies Has prior experience covering single name corporate credit across both bank and high yield markets; must be proficient in corporate credit analysis, with an emphasis on Distressed credit Ability to work in a fast-paced entrepreneurial environment Outgoing personality with the ability to speak with people at all professional levels Intellectual curiosity and desire to learn Effective time management and organizational skills Demons

Since we opened our doors in 2009, the world of commerce has evolved immensely, and so has Square. After enabling anyone to take payments and never miss a sale, we saw sellers stymied by disparate, outmoded products and tools that wouldn't work together. So we expanded into software and started building integrated, omnichannel solutions – to help sellers sell online, manage inventory, offer buy now, pay later functionality, book appointments, engage loyal buyers, and hire and pay staff. Across it all, we've embedded financial services tools at the point of sale, so merchants can access a business loan and manage their cash flow in one place. Afterpay furthers our goal to provide omnichannel tools that unlock meaningful value and growth, enabling sellers to capture the next generation shopper, increase order sizes, and compete at a larger scale. Today, we are a partner to sellers of all sizes – large, enterprise-scale businesses with complex operations, sellers just starting, as well as merchants who began selling with Square and have grown larger over time. As our sellers grow, so do our solutions. There is a massive opportunity in front of us. We're building a significant, meaningful, and lasting business, and we are helping sellers worldwide do the same. The Role Join the Square Account Management team and play a critical role in helping some of our highest-value Sellers grow and scale with Square. The Account Management team partners with high-value Australian business owners to maximise the value they get from Square, providing tailored, strategic guidance to help Sellers achieve their goals. As an Account Manager on our Strategic team, you will take ownership of long-term, high-impact partnerships with a diverse portfolio of dynamic business owners. Reporting to the Strategic Lead, you will operate with a high degree of autonomy and engage in peer support. Building trusted relationships across industries, developing a deep understanding of seller needs, a

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward‑thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting‑edge strategies and deep insights to unlock opportunities for long‑term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success. About the department: Our Middle Office Client Services team supports trading, investment operations, and loan administration across complex financial instruments. Working closely with Traders, Portfolio Managers, Legal, Compliance, and external partners, the team ensures accurate settlements and strong operational controls. Team members gain exposure to sophisticated loan products, contribute to process improvements, and build valuable cross-functional relationships in a dynamic environment. How you will add value? You will lead, coach, and develop bank loan operations team members. You will oversee trade capture, allocations, and lifecycle events. You will manage primary and secondary loan settlements. You will resolve settlement exceptions and reconciliation breaks. You will oversee corporate actions and loan restructuring activities. You will maintain security master data accuracy and integrity. You will oversee workflows across Aladdin, Wall Street Office, ClearPar, and related platforms. You

The Service Process Coordinator performs relatively complex assignments. Has direct impact on the business by ensuring the quality of the tasks or services provided. Works under little to no direct supervision. May service an expansive and/or diverse array of products/services. Applies working knowledge of technical and professional principles and concepts and in depth knowledge of team objectives. Understands how assigned duties contribute to the work of the team/unit and how the units coordinate their efforts and resources to achieve the objectives of the function. Ensures the quality and service of self and others. May recommend new options to enhance productivity in accordance with guidelines. Requires tact and diplomacy when exchanging complex or sensitive information with others. Is sensitive to audience diversity. Basic knowledge of the organization, the business and its policies required. Typically responsible for resolving basic to moderately complex problems based on practice and precedence. Able to assess applicability of similar experiences and evaluate options under circumstances not covered by procedures. Responsibilities: Supports the function by responding to payment and reconciliation inquiries in a timely matter. As subject matter expert, resolves complex loan servicing issues under limited supervision and works on complex servicing projects such as: those related to process changes or projects to revise mortgage letter templates. Reconciles historical accounts and performs re-application/re-amortization functions for an expansive array of loans. Assists with the training and mentoring of new hires or team members. Works under little to no direct supervision. Identifies problems/process improvements, troubleshoots issues, and participates in testing to ensure that systems are functioning properly and help resolve problems. Applies working knowledge of technical a

About the Role We are looking for an experienced Credit Risk Data Scientist who is data-driven, has strong analytical and technical skills, and operates with a high degree of ownership. In this role, you will lead the credit strategy that lets Chime lend to people before they have a relationship with us — starting with Instant Loans for new members (top of funnel) and expanding to future unsecured credit products such as credit cards. You'll develop risk policies and strategies to manage credit risk throughout the member lifecycle, and you'll work as a trusted cross-functional partner with product, growth, data engineering, machine learning, and analytics teams, interacting with business stakeholders across many departments. In this role, you can expect to Own credit strategy for new-to-Chime applicants across the member lifecycle, starting with Instant Loans for prospects (top of funnel) and extending to future unsecured products such as credit cards and/or lines of credit Develop and evolve channel-specific credit policies (pre-approval / prescreen, direct mail, open application, referrals, and affiliates) that support growth while balancing risk, unit economics, and member experience Design and continuously iterate acquisition, loan amount / line assignment, pricing, line management, repayment, and collections strategies Leverage credit bureau (e.g., Experian), alternative, and internal Chime data to underwrite applicants with no prior Chime relationship; build credit models and policies hands-on and in partnership with our DSML team Lead test-and-learn: design and read out champion/challenger tests and controlled ramps, and quantify trade-offs among approvals, losses, direct deposit conversion, and lifetime value Partner with Finance and Strategy to size new channels and forecast approval funnels, vintage losses, and unit economics; set launch criteria, guardrails, and expansion triggers Collaborate with data teams to build data infrastructure and early-read mon

At Affirm, we exist for the moments that matter—giving people a clear, predictable way to pay over time, with no hidden fees, no surprises, and no tradeoffs on what matters most. The Data and Storage Services team is responsible for Affirm's data infrastructure across OLTP and OLAP systems, spanning critical online checkout databases, batch orchestration, streaming infrastructure, event-driven frameworks, BI, analytics tooling, large-scale data platforms, and agentic data tools such as semantic layers and internal platform data applications. Our mission is to provide trustworthy, intuitive, and cost-efficient solutions for Affirmers to secure, store, analyze, and transform data at exceptional scale. The vision for the Lakehouse Infra team is to provide reliable, scalable, self-serve and Affirm-optimized offline data access to enable ML, Product, and Financial Engineering success. Our team is responsible for hosting the data infrastructure that serves as a backbone for processing various business critical money and loan movement workloads at Affirm across our batch and analytics ecosystems. Affirm is growing rapidly and so is the need for reliable and high availability frameworks. If solving data lake challenges at scale excites you, come join us! What you’ll do You will be responsible for owning and delivering quarterly goals for your team, leading engineers on your team through ambiguity to solve open-ended problems, and ensuring that everyone is supported throughout delivery. You will support your peers and stakeholders in the product development lifecycle by collaborating with product management, design & analytics by participating in ideation, articulating technical constraints, and partnering on decisions that properly consider risks and trade-offs. You will proactively identify project, process, technology or business issues, advocate for them, and lead in solving them. You will support the operations and availability of your team’s artifacts by crea

At Affirm, we exist for the moments that matter—giving people a clear, predictable way to pay over time, with no hidden fees, no surprises, and no tradeoffs on what matters most. The Data and Storage Services team is responsible for Affirm's data infrastructure across OLTP and OLAP systems, spanning critical online checkout databases, batch orchestration, streaming infrastructure, event-driven frameworks, BI, analytics tooling, large-scale data platforms, and agentic data tools such as semantic layers and internal platform data applications. Our mission is to provide trustworthy, intuitive, and cost-efficient solutions for Affirmers to secure, store, analyze, and transform data at exceptional scale. The vision for the Lakehouse Infra team is to provide reliable, scalable, self-serve and Affirm-optimized offline data access to enable ML, Product, and Financial Engineering success. Our team is responsible for hosting the data infrastructure that serves as a backbone for processing various business critical money and loan movement workloads at Affirm across our batch and analytics ecosystems. Affirm is growing rapidly and so is the need for reliable and high availability frameworks. If solving data lake challenges at scale excites you, come join us! What you’ll do You will be responsible for owning and delivering quarterly goals for your team, leading engineers on your team through ambiguity to solve open-ended problems, and ensuring that everyone is supported throughout delivery. You will support your peers and stakeholders in the product development lifecycle by collaborating with product management, design & analytics by participating in ideation, articulating technical constraints, and partnering on decisions that properly consider risks and trade-offs. You will proactively identify project, process, technology or business issues, advocate for them, and lead in solving them. You will support the operations and availability of your team’s artifacts by crea

At Freddie Mac, our mission of Making Home Possible is what motivates us, and it’s at the core of everything we do. Since our charter in 1970, we have made home possible for more than 90 million families across the country. Join an organization where your work contributes to a greater purpose. Position Overview: We are seeking an experienced Software Engineering Tech Lead to provide hands-on technical leadership for the design, delivery, and modernization of Multifamily application platforms and full-stack digital capabilities. This role will guide engineering teams in building secure, scalable, and resilient Java-based microservices solutions while partnering closely with Product Owners, engineering managers, architects, and business stakeholders to deliver high-quality business outcomes. The Tech Lead will also advance engineering maturity by promoting practical adoption of AI-assisted development lifecycle (AIDLC) practices across design, development, testing, code quality, and delivery execution. Our Impact: Freddie Mac's Multifamily division advances affordable rental housing by purchasing apartment loans from a national network of lenders and transforming those loans into securities that attract global investors. The Multifamily Technology Team plays a critical role in this mission by: Enabling Multifamily business teams to operate more efficiently through secure, scalable, and user-focused digital applications that support critical business processes across loan acquisition, asset management, securitization, risk, and portfolio operations. Modernizing application platforms and reducing manual dependencies to improve usability, operational efficiency, scalability, reliability, and confidence in the technology capabilities that support critical Multifamily business processes. Delivering secure, resilient, auditable, and well-architected platform capa

A Career with Point72’s Operations Team Point72’s Operations team supports all operational aspects of trade processing, reconciliation, financing, and reporting firmwide for all products, including equities, derivatives, bonds, foreign exchange and futures, and digital assets across global markets. The team provides opportunities to build deep operational expertise and broad exposure across the firm, supporting internal mobility and long-term career development. What you’ll do Confirm daily trade activity and manage exceptions across bonds, repos, interest rate swaps, loans, credit, FX, futures, options, and other over-the-counter derivatives Manage verification and reconciliation of all positions to prime brokers, futures commission merchants, and trading counterparties Partner with portfolio managers, traders, external trading counterparties, prime brokers, and futures commission merchants to resolve trade-related issues promptly Help monitor and reduce foreign currency exposure through the execution of FX transactions Respond to ad hoc inquiries from internal and external clients with accurate analysis and clear follow-through Participate in onboarding new portfolio manager teams Support account setup, platform training, and third-party connectivity during onboarding Identify automation, efficiency, and control opportunities to improve daily trade support processes What’s required Undergraduate degree in accounting, business, economics, mathematics, or a related field Knowledge of fixed income and derivatives products with experience in swaps and broadly syndicated loans Experience with ClearPar for broadly syndicated loan trade affirmation Superior problem-solving and analytical skills Strong work ethic, self-motivation, and confidence Ability to work independently with a high attention to detail and a focus on deliverables that meet best-in-class standards Strong communication and interpersonal skills Ability to multitask and adapt to a changing e

WPP is the trusted growth partner for the world’s leading brands. We unite cutting-edge media intelligence and data solutions, world-class creativity, next-generation production, transformative enterprise solutions and expert strategic counsel in a single company – powered by exceptional talent and our agentic marketing platform, WPP Open, to help our clients navigate change, capture opportunity and deliver transformational growth. We work with the world's most valuable brands and have global reach across 100+ markets, with deep local expertise. Our people are the key to our success. We're committed to fostering a culture of creativity, belonging and continuous learning, attracting and developing the brightest talent, and providing exciting career opportunities that help our people grow. For more information, visit WPP.com. Department: Treasury Reporting To: Manager - Treasury Job Location: Mumbai Education Qualification Required: B Com/M Com Number of Years of Experience Required: 2-4Yrs Summary: The Treasury Analyst is responsible for the day-to-day management of treasury operations, ensuring efficient cash flow, accurate financial reporting, and compliance with internal controls and regulations. Key Responsibilities: Daily: Cash Management: Prepare and share daily cash position reports with OpCo and regional teams. Report cluster and cash balances to GL and Treasury Manager. Manage fund flow and cash flow, including loan disbursements, payments, rollovers, and follow-ups. Share bank debits with the Payments team and credits with the Collection team. Share bank statements (collections) with relevant teams. Accounting and Reporting: Account for and approve treasury-related entries and share with the GL team for posting. Prepare Bank Reconciliation Statements (BRSs). Follow up with Collection and Payment teams to resolve open items in BRS. Arrange entries for Conversion of EEFC balances to INR as neede

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . The DeFi Borrow team within the Consumer & Business group empowers millions of customers to unlock liquidity from their crypto assets directly inside the Coinbase Consumer app. You'll own the end-to-end product experience for crypto-backed borrowing, bridging Coinbase's centralized platform with premier onchain lending protocols to deliver simple, secure, and scalable loan flows. In this role you'll define the next generation of onchain credit products, giving customers the power to access the funds they need without selling their investments. What you'll do: Own the DeFi Borrow product area end-to-end, from vision and strategy through execution, launch, and ongoing iteration across web and mobile. Drive the multi-year roadmap for crypto-backed loans, spanning initial borrow flows, advanced loan management, refinancing, and new product surfaces. Define OKRs across workstreams (loan origination, positions management, liquidation, observability) and lead cross-functional teams to deliver against them. Partner with Engineering to ship resilient, scalable borrowing experiences, balancing speed, safety, and reliability across core loan workflows, state tracking, and liquidation monitoring. Collaborate with Risk, Compliance, Legal, and Finance to ensure products meet regulatory and controls expectations while preserving an excellent customer experience. Build operation

At Qualia, we've built the leading B2B real estate technology that transforms the home buying and selling experience into a simple, secure, and enjoyable process. Our SMB and Enterprise products bring together users from across the real estate ecosystem—homebuyers and sellers, lenders, title and escrow agents, and real estate agents—onto a single shared digital closing platform, providing greater clarity and transparency to real estate transactions. Today, through our business customers across the country, millions of consumers use Qualia to close on homes every year. WHAT YOU’LL WORK ON We are hiring an entrepreneurial hands-on Engineering Manager to lead Qualia’s Payments team. This is a builder/player/coach role, and you won’t just run a team - you’ll redesign how a modern Engineering Payments team operates when AI can do the first pass on nearly everything we used to do by hand. As an Engineering Manager, Payments, you've been in the fintech industry for a while and have a proven track record of success. You are comfortable leading complex, high-liability projects. You have experience making key architectural decisions and performing the research to back up those decisions. You've dealt with the consequences of your mistakes, and you know how to fight fires if necessary. You enjoy mentoring and providing support. You've thrived in different environments and realize that each team is unique. Every real estate closing ends with money changing hands: earnest money deposits, loan funding, mortgage payoffs, seller proceeds, and commissions. Qualia powers a substantial portion of U.S. residential home sales every year, totaling billions of dollars in transaction volume. The Payments team builds the systems that move those funds safely, accurately, and on time. Our engineers are entrepreneurial, pragmatic builders who move quickly without cutting corners, and who are as comfortable owning a project end to end as they are collaborating with a team. We ship frequen

Join Us in Making an Impact ✨ At OneAZ Credit Union, our success is measured only by yours. We’re here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpose, where your work truly matters—you've found it! Who You Are 🧩 You’re impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like you, let’s build something great together. What You’ll Do 🚀 📍This position will be located at our Corporate Office: 2355 W Pinnacle Peak Rd, Phoenix, AZ 85027 The Business Development Partner is responsible for generating and developing new business, employer, community, and membership acquisition. This role serves as a connector between OneAZ Credit Union and Arizona employers, businesses, community organizations, and strategic partners, creating a consistent pipeline of opportunities that contributes to membership, deposit, loan, and relationship growth. Working closely with Retail, Commercial Lending, Community Impact & Partnerships, the OneAZ Community Foundation, Marketing, and regional leadership, the Business Development Partner will identify prospects, build relationships, generate referrals, support Select Employer Group (SEG) and Workplace Banking opportunities, and ensure qualified opportunities move through the pipeline to measurable results. Essential Functions Business Development, Prospecting, & Pipeline Management Proactively identify and prioritize new business development opportunities, including target employer groups, emerging businesses, high-volume organizations, and member acquisition opportunities. Build and manage a pipeline of prospective members, employers, businesses, and organizations, ensuring qualified opportunities r

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . As a Senior Software Engineer on the Financing Engineering team within the Institutional group, you'll design, build, and scale the systems that safely manage billions of dollars in loans across Portfolio Margin, Trade Finance, Agency Lending, Bilateral Lending, and more. Financing is foundational to the Prime Brokerage business, enabling customers to use leverage on trading positions and generate yield on long holdings. You'll own critical backend services that drive recurring revenue, increase trading activity, and keep institutional assets on platform. What you'll do: Own the design and delivery of new financing products and features, from architecture through production launch, ensuring correctness and safety across high-value lending operations. Build and maintain backend services, APIs, and frameworks that support loan lifecycle management, risk calculations, and real-time position tracking. Drive engineering excellence by improving developer tooling, testing infrastructure, monitoring, and operational reliability across financing systems. Partner with Product, Risk, Operations, and other engineering teams to translate business requirements into scalable, well-scoped technical solutions each quarter. Lead technical initiatives that strengthen system resilience, reduce operational risk, and support the team's ability to ship safely at speed. Required skills and

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The Role SoFi’s Marketing Team is seeking a Senior Director of Affiliate Marketing to provide strategy, vision, and direction for our Affiliate Partnerships business. This role is a critical leadership position directly responsible for our Lending and Banking verticals, setting the strategy and directly managing a structured team of seasoned Affiliate professionals responsible for Personal Loans, Student Loans, Home Loans, Credit Card, Deposits, Brokerage, and Crypto. It reports directly into our VP of Affiliate & Referral Marketing. Besides owning the external relationships & engagement with top affiliate partners, this role will partner closely with internal x-functional leadership across Product Marketing, the Business Units, Business Corporate Development, Finance, Risk, Data Science, and Engineering to identify opportunities and achieve our strategic objectives. There is a large business development component to this role, including helping to onboard and optimize partners and investors to our Loan Platform Business in Affiliates, and ensuring SoFi is top of mind with partners in exploring new B2B opportunities in areas such as Big Business Banking, SMB Lending, SoFi Stablecoin & Crypto adoption and Secured Lending. Importantly, this role wil