Forward Financing jobs

Forward Deployed Accountant New York City, NY As a Forward Deployed Accountant (FDA), you'll play a pivotal role in driving adoption, expansion, and technical success for FloQast's Transform product line. You'll work directly with enterprise customers - and occasionally select corporate accounts - to deploy AI Agents, resolve complex technical challenges, and ensure customers realize measurable ROI through automation. This is a high-impact, customer-facing role designed for technical implementers who thrive at the intersection of technology, consulting, and customer success. As part of the founding FDA cohort, you'll be instrumental in defining the blueprint for how FloQast scales Transform adoption across our enterprise customer base. *Visa sponsorship is NOT available at this time What You'll Do: What You'll Bring: Nice to Haves:

Funding Coordinator Dallas, TX, United States PlainsCapital Bank is currently looking to hire a Funding Coordinator in Dallas, Texas. The Funding Coordinator for the National Warehouse Lending (NWL) division is responsible for ensuring loan data integrity and accuracy for residential loans to be properly funded in a timely manner. This highly motivated individual will interact with customers across the country and is responsible for creating open communication and enhancing the customer relationship while maintaining compliance and confidentiality. This position supports the NWL operations department while ensuring the loan funding process operates effectively. Acts as primary point of contact for customers when processing their funding requests. Reviews loan documentation submitted via the Warehouse Lending System. Completes necessary data input to generate wires. Confirms and prepares wires to be submitted to the Wire Transfer department. Follows internal funding guidelines while also complying with all applicable federal rules and regulations. Manages and resolves various time sensitive issues with loans that arise daily for customers' funding requests. Works with other departments to collect all items necessary for loan funding. Establish and maintain a high level of cooperation and rapport with all bank associates. Performs general administrative duties. Other duties and responsibilities as assigned. High School diploma, general education degree (GED), or equivalent required. 1 or more years of experience in administrative role or related field of expertise. Basic knowledge of residential mortgage (FHA, VA, and/or conventional) lending, processing, funding, and/or loan documents is strongly preferred. Knowledge of automated underwriting systems such as Delegated Underwriting

Sr. Tax Analyst - Worldwide Tax Reporting, Tax Provision Seattle, Washington, USA Amazon is seeking a talented Sr. Tax Analyst to join its WW Tax Reporting team. The Amazon tax department is a fast-paced, team-focused, dynamic environment. This position will contribute to Amazon's worldwide income tax accounting process across interim and annual reporting periods - owning key deliverables spanning global tax calculations, account reconciliations, and month-end close. Immerse yourself in the most intriguing tax issues facing Amazon on a worldwide scale! Key job responsibilities - Prepare global tax calculations and comprehensive supporting documentation across all reporting periods - Conduct worldwide account reconciliations and develop detailed roll forward analyses - Own month-end close deliverables, coordinating cross-functionally to ensure timely completion - Prepare analytics and reports for external auditors and senior finance leadership - Evaluate and optimize tax technology systems, implementing automated solutions to enhance efficiency and scalability A day in the life As a Senior Tax Analyst, you'll maintain accuracy and compliance across Amazon's worldwide tax accounting. Your day might include preparing global tax calculations, conducting account reconciliations, and developing roll forward analyses. You'll collaborate across finance and business teams, evaluate emerging tax technologies, and identify automation opportunities. You'll also prepare analytics and reports for external auditors and senior leadership, translating complex tax matters into clear, actionable insights. About the team We are a collaborative, forward-thinking tax team committed to supporting Amazon's global growth through technology, process innovation, and the highest standards of compliance. We serve finance leadership and business units

Loan Originator NE- Wichita Wichita, KS, United States Under the direction of the Branch and/or Production Manager, markets and promotes PrimeLending products and services to its client base of realtors, builders, bank officers and potential and past clients. Performs office or non-manual work directly related to the management or general business operations of PrimeLending and its customers. Evaluates PrimeLending's and other loan products and services and determines which financial products best meet the customer's needs and financial circumstances. Establishes and maintains relationships with realtors, bank officers, builders and new home sales representatives in order to develop and retain existing business; and by visiting subdivisions as required. Markets and promotes PrimeLending's financial products; Originators are expected to meet the Company's minimum production standards in funded units/volume on an ongoing basis each month, by taking complete and accurate loan applications, using PrimeLending's product set. Monitors overall customer interaction and interfaces with all parties involved on each individual loan from application to closing, including but not limited to counseling and pre-qualifying potential home buyers. Collects and analyzes information regarding the customer's income, assets, investments or debts. Advises the customer regarding the advantages and disadvantages of different loan products. Services existing customers and obtains all necessary support documents along with the appropriate fees and lock in information. Oversees the loan process by monitoring loan status and ensures conformity with terms. Communicates loan status to all interested parties, and obtains loan documentation after closing. Presents terms and conditions of loans with customers. Stays abreast of

Senior Mortgage Loan Officer - Outside Sales Remote, PA, US Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers. Overview Works with prospective customers to assist them in identifying and securing a mortgage loan that is appropriate for their individual financial circumstances and is designed to help them achieve their financial goals, including home ownership. Spends 80% or more of working time outside of Fulton office locations building relationships and soliciting first mortgages with realtors, builders, accountants and other external referral sources to obtain mortgage loan applications. Requires employee to cultivate self-generated prospects to generate origination of mortgage loans. Responsibilities Develops and expands referral sources outside of Fulton Bank in order to solicit first mortgages and create a continual stream of origination volume. Maintains regular contact with Realtors in their offices and on site at open house events. Meets with builders on job sites to discuss lending options related to clients they have building homes. Regularly seeks opportunities to meet with developers. Participate

Commercial Relationship Manager I Spartanburg, South Carolina, United States of America The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted finan...

Universal Banker- Hartwell, GA Hartwell, Georgia, United States of America The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted finan...

Associate Loan Originator, NE Westlake Village, CA Westlake Village, CA, United States Under the direction of the Lead/Primary Loan Originator, performs office or non-manual work directly related to the management or general business operations of PrimeLending and its customers and markets and promotes PrimeLending products and services to the team's client base of realtors, builders, bank officers and potential and past clients. May serve as a partner to the Lead/Primary Loan Originator. Acts as a liaison between the Lead/Primary and/or other team members, in-process customers and branch operations staff. Markets and promotes PrimeLending's financial products; Associate Originators will not be subject to the minimum personal production standards for Loan Originators in order to qualify for a team relationship. Establishes and maintains relationships with realtors, bank officers, builders and new home sales representatives in order to develop and retain existing business; and by visiting subdivisions as required if partnering with lead/primary loan originator. Handles loan volume as directed by team lead/primary loan originator in a timely and efficient manner, while obtaining working knowledge of Company products as well as private and Government insured mortgage guidelines. Monitors overall customer interaction and interfaces with all parties involved on each individual loan from application to closing, including but not limited to counseling and pre-qualifying potential home buyers. Collects and analyzes information regarding the customer's income, assets, investments or debts. Schedules appointments with potential customers for the team. Interacts and interfaces with all parties involved in each individual loan transaction from application to closing. Obtains

Loan Originator, Sr NE Redding, CA Redding, CA, United States Under the direction of the Branch and/or Production Manager, markets and promotes PrimeLending products and services to its client base of realtors, builders, bank officers and potential and past clients. Performs office or non-manual work directly related to the management or general business operations of PrimeLending and its customers. Evaluates PrimeLending's and other loan products and services and determines which financial products best meet the customer's needs and financial circumstances. Establishes and maintains relationships with realtors, builders and new home sales representatives in order to develop and retain existing business; and by visiting subdivisions as required. Markets and promotes PrimeLending's financial products; Originators are expected to meet the Company's minimum production standards in funded units/volume on an ongoing basis each month, by taking complete and accurate loan applications, using PrimeLending's product set. Monitors overall customer interaction and interfaces with all parties involved on each individual loan from application to closing, including but not limited to counseling and pre-qualifying potential home buyers. Collects and analyzes information regarding the customer's income, assets, investments or debts. Advises the customer regarding the advantages and disadvantages of different loan products. Services existing customers and obtains all necessary support documents along with the appropriate fees and lock in information. Oversees the loan process by monitoring loan status and ensures conformity with terms. Communicates loan status to all interested parties, and obtains loan documentation after closing. Presents terms and conditions of loans with customers. Stays abreast of

Commercial Relationship Manager IV Tampa, Florida, United States of America The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted finan...

Commercial Portfolio Manager II Atlanta, Georgia, United States of America The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted finan...

Senior Account Executive New York City (in office) | Menlo Park Office About Pylon America's $13T mortgage market is one of the most important financial systems in the world. It underwrites the middle class and is the mechanism through which millions of families build wealth. But while every other financial instrument has been simplified to an API call, mortgages are still assembled by hand. We started from zero and created the first vertically integrated mortgage platform that turns origination into a single API. Publicly traded companies and the country's largest originators are already building on Pylon. Revenue is compounding monthly. We're backed by Peter Thiel, Conversion Capital, QED, Citi, Fifth Wall, and the founders of Ramp, Blend, and Mercury. Working at Pylon isn't for those seeking comfort. The people who thrive here have high agency, strong opinions, and a track record of delivering outcomes without direction. Many of us are former founders. We move quickly, challenge each other directly, and take full ownership of results. It's hard work, but it will be worth it. Join us in building America's mortgage rails. About the Role The Senior Account Executive (Wholesale) will acquire, activate, and grow high-potential mortgage broker partners Nationally. You'll carry an aggressive production quota, own the broker lifecycle from first meeting to first fund to sustained growth, and serve as the face of Pylon's programmatic infrastructure. Key Responsibilities: - Sales Pipeline Ownership: Own and manage a full sales pipeline from lead qualification through to closed-won deals. You will be

Middle Market Portfolio Manager I Atlanta, Georgia, United States of America The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted finan...

Collateral Associate (Capital Markets – Residential Mortgage Due Diligence) New York, NY About Figure Figure (NASDAQ: FIGR) is transforming capital markets through blockchain. We're proving that blockchain isn't just theory - it's powering real products used by hundreds of thousands of consumers and institutions. By combining blockchain's transparency and efficiency with AI-driven automation, we've reimagined how loans are originated, funded, and traded in secondary markets. From faster processing times to lower costs and reduced bias, our technology is helping borrowers, investors, and financial institutions achieve better outcomes. Together with our 170+ partners, we've originated over $22 billion in home equity loans (HELOCs) on our blockchain-native platform, making Figure the largest non-bank provider of home equity financing in the U.S. Figure's ecosystem also includes YLDS, an SEC-registered yield-bearing stablecoin that operates as a tokenized money market fund, and several other products and platforms that are reshaping consumer finance and capital markets. We're proud to be recognized as one of Forbes' Most Innovative Fintech Startups in 2025 and Fast Company's Most Innovative Companies in Finance and Personal Finance . About the Role We are seeking a Collateral Analyst to join our Capital Markets team to support residential whole loan sales and securitizations with a focus on third-party due diligence coordination, collateral sample preparation, and exception resolution. What You'll Do - Prepare loan-level due diligence samples for third-party review (TPR) firms - Track due diligence reviews, findings, and outstanding items - Review TPR outputs and resolve loan-level exceptions - Coordinate across capital markets,

Sr Regional Wealth Advisor Atlanta, Georgia, United States of America The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted finan...

Loan Originator, Sr NE Anchorage Anchorage, AK, United States Under the direction of the Branch and/or Production Manager, markets and promotes PrimeLending products and services to its client base of realtors, builders, bank officers and potential and past clients. Performs office or non-manual work directly related to the management or general business operations of PrimeLending and its customers. Evaluates PrimeLending's and other loan products and services and determines which financial products best meet the customer's needs and financial circumstances. Establishes and maintains relationships with realtors, builders and new home sales representatives in order to develop and retain existing business; and by visiting subdivisions as required. Markets and promotes PrimeLending's financial products; Originators are expected to meet the Company's minimum production standards in funded units/volume on an ongoing basis each month, by taking complete and accurate loan applications, using PrimeLending's product set. Monitors overall customer interaction and interfaces with all parties involved on each individual loan from application to closing, including but not limited to counseling and pre-qualifying potential home buyers. Collects and analyzes information regarding the customer's income, assets, investments or debts. Advises the customer regarding the advantages and disadvantages of different loan products. Services existing customers and obtains all necessary support documents along with the appropriate fees and lock in information. Oversees the loan process by monitoring loan status and ensures conformity with terms. Communicates loan status to all interested parties, and obtains loan documentation after closing. Presents terms and conditions of loans with customers. Stays abreast of trends

Universal Banker - Clarkesville, GA Clarkesville, Georgia, United States of America The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted finan...

Senior Product Manager- Credit, Cash Advance & Lending Remote Alt is unlocking the value of alternative assets, starting with the $5 B trading-card market. We let collectors buy, sell, vault, and finance their cards in one place and we are backed by leaders at Stripe, Coinbase, Seven Seven Six, and pro athletes like Tom Brady and Giannis Antetokounmpo. Our next frontier is real-time pricing at scale-the Alt Value that powers every trade, loan, and product on the platform. Alt's cash advance and lending products are rapidly becoming core revenue drivers. We're hiring a Senior PM to own the full credit system end-to-end - underwriting logic, risk thresholds, expected-loss modeling, decisioning speed, borrowing experience, and all operational workflows linked to sending and receiving funds. This role sits at the intersection of credit risk, financial modeling, product design, and operational execution . You'll partner closely with Pricing (Alt Value), Data Science, Finance, and CX to build a world-class credit engine that delivers fast liquidity while maintaining strong portfolio performance. You do not need to be a quant, but you must be comfortable with underwriting fundamentals, expected-vs-actual loss modeling, LTV logic, and risk controls - and equally comfortable designing clean, intuitive borrower flows. You will own both the backend credit engine and the customer-facing UI/UX for cash advances and loans. This is a high-impact role directly tied to revenue, capital efficiency, and customer trust. Why This Role Exists: Alt's lending and cash advance products require fast, accurate underwriting and seamless customer experiences. As

Senior Financial Planner 3 Locations posted: Posted Yesterday

Senior Mortgage Underwriter Winter Haven, Florida, United States of America The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted finan...

Universal Banker - Bushnell, FL Bushnell, Florida, United States of America The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted finan...

Senior Capital Markets Manager United States | Remote About Upstart At Upstart, we're united by a mission that matters: to radically reduce the cost and complexity of borrowing for all Americans. Every day, we bring creativity, experimentation, and advanced AI to reshape access to credit, helping millions move forward financially with clarity and confidence. As the leading AI lending marketplace, we partner with banks and credit unions to expand access to affordable credit through technology that's both radically intelligent and deeply human. Our platform runs over one million predictions per borrower using more than 1,800 signals, powering smarter, fairer decisions for millions of customers. But the numbers only hint at the impact. Every idea, every voice, and every contribution moves us closer to a world where credit never stands between people and their financial progress. We're proudly digital-first, giving most Upstarters the flexibility to do their best work from wherever they thrive, alongside teammates across 80+ cities in the US and Canada. Digital-first doesn't mean distant. We're intentional about in-person connection through team onsites, planning sessions, and moments that spark creativity and trust. And whether you choose to work primarily from home or collaborate in-person from one of our offices in Columbus, Austin, the Bay Area, or New York City (opening Summer 2026), you'll have the support to work in the way that works best for you. If you're energized by tackling meaningful problems, excited to innovate with purpose, and motivated by work that truly matters, we'd love to hear

Loan Originator NE - Baltimore, MD MD, United States Under the direction of the Branch and/or Production Manager, markets and promotes PrimeLending products and services to its client base of realtors, builders, bank officers and potential and past clients. Performs office or non-manual work directly related to the management or general business operations of PrimeLending and its customers. Evaluates PrimeLending's and other loan products and services and determines which financial products best meet the customer's needs and financial circumstances. Establishes and maintains relationships with realtors, bank officers, builders and new home sales representatives in order to develop and retain existing business; and by visiting subdivisions as required. Markets and promotes PrimeLending's financial products; Originators are expected to meet the Company's minimum production standards in funded units/volume on an ongoing basis each month, by taking complete and accurate loan applications, using PrimeLending's product set. Monitors overall customer interaction and interfaces with all parties involved on each individual loan from application to closing, including but not limited to counseling and pre-qualifying potential home buyers. Collects and analyzes information regarding the customer's income, assets, investments or debts. Advises the customer regarding the advantages and disadvantages of different loan products. Services existing customers and obtains all necessary support documents along with the appropriate fees and lock in information. Oversees the loan process by monitoring loan status and ensures conformity with terms. Communicates loan status to all interested parties, and obtains loan documentation after closing. Presents terms and conditions of loans with customers. Stays abreast

Finance Director United States About Synapticure Synapticure is the largest, most comprehensive specialty care clinic in the country for those living with neurodegenerative diseases. Founded by patients and caregivers living with these diseases, we are redefining the care journey for diseases like Alzheimer's, Parkinson's, and ALS in all 50 states. With a virtual care model, we democratize flexible, specialized care for patients and caregivers across the country. Our team creates personalized guided journeys focused on education and empowerment, while relentlessly working to facilitate access to clinical trials and expert multidisciplinary care providers like neurologists, psychologists, and care coordinators who collaborate to provide comprehensive patient care. To serve the millions of patients and caregivers living with neurodegenerative diseases, Synapticure requires determined, compassionate team members who are eager to engage patients who would benefit from Synapticure's care. About the Role As the Finance Director, you will serve as the strategic pillar for Synapticure's forward-looking financial runway. Reporting directly to the Chief Financial Officer (CFO), you will own enterprise-wide financial forecasting, corporate budgeting, and strategic modeling processes. This role requires a forward-thinking, highly strategic builder rather than a traditional financial reporter. You will act as a critical translator-synthesizing big, open-minded ideas from our growth team into robust financial frameworks, while integrating them seamlessly into our master model. You will work cross-functionally to evaluate new payer partnerships, care delivery models, and grant-funding streams. This is a high-impact role perfect for a finance leader who thrives in a fast-paced, early-stage environment. The Day to Da