Research and qualify investor lists for each opportunity by stage, sector, check size and recent activity.
Open conversations with investors and book qualified investors into meetings with founders whose opportunity fits.
Maintain accurate records of every conversation, meeting and outcome to keep the process moving.
Pairs is a global network connecting family offices, institutional investors, VCs and angels to vetted startup opportunities. The team is flat and close-knit, investing alongside its network with a high pace and focus on quality.
Support new business and loan portfolio management for Asset-Based Lending.
Coordinate collateral support, daily advances, and initial loan funding.
Assist with documentation, reporting, and compliance with ABL policies.
Technology Credit Union (Tech CU) offers financial services including asset-based lending. It is a mid-sized credit union with a collaborative culture focused on innovation and performance.
Review loan applications, income verification, credit reports, and property valuations for manufactured housing loans.
Assess borrower creditworthiness and evaluate key financial indicators to determine loan feasibility and risk.
Collaborate with dealers and brokers to manage loan files and communicate underwriting decisions clearly.
Zippy provides fast, fully online loans for manufactured homes, offering home loans and insurance to buyers throughout the US. We are a remote-first, institutional-backed team headquartered in Dallas, TX, with a culture focused on passion, collaboration, and shared success.
Gather and analyze complex credit and financial information for loan decisions.
Prepare cash flow projections, sensitivity analyses, and loan presentations.
Assess credit risk and ensure compliance with bank policies and regulations.
Fulton Bank is a financial institution providing banking and lending services. It fosters a culture of continuous learning, work-life integration, and inclusion, with a focus on community impact.
Supports the origination, execution, and portfolio management of syndicated loan transactions.
Conducts financial analysis, builds financial models, and evaluates credit risks for corporate borrowers.
Coordinates with internal teams, legal counsel, and external lenders to close transactions effectively.
Fulton Bank is a financial institution providing commercial banking, corporate banking, and syndicated loan services. They promote a culture of continuous learning, work-life integration, and inclusion, fostering a digitally enabled work environment.
Evaluate and underwrite a broad range of lending opportunities while maintaining sound credit risk.
Manage transactions from initial review through approval, funding, and closing.
Collaborate with business development and client-facing teams to support informed lending decisions.
The company provides commercial lending and credit underwriting services. It fosters a culture focused on financial inclusion, innovation, collaboration, and professional growth.
Underwrite a variety of lending products efficiently, applying credit policies and minimum standards to manage risk.
Collaborate with Business Development Officers to provide consultative credit perspectives and review deal packages.
Manage the underwriting process from initial review through closing, including financial analysis, due diligence, and mentoring team members.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger.
Underwrite consumer and residential mortgage loan requests, evaluating creditworthiness, repayment capacity, and risk profile.
Ensure compliance with bank policy, regulatory requirements, and risk management standards.
Collaborate with loan officers, originators, and credit administration to structure loans and recommend approvals.
Climate First Bank is a Florida Benefit Corporation and FDIC-insured commercial bank offering personal and business services with a focus on sustainability. As a Certified B Corporation with multiple branches and a growing digital presence, the bank fosters a mission-driven culture of goal-setters, go-getters, and changemakers.
Own execution of Plooto's Cross-Border & FX strategy, translating strategic priorities into clear initiatives and measurable business outcomes.
Drive growth in FX revenue, cross-border payment volume, and customer penetration while identifying opportunities to expand corridors and currencies.
Manage key banking, FX, and cross-border payment partnerships, and lead complex cross-functional execution across teams.
Plooto is a payment automation platform that helps accountants, bookkeepers, and their clients manage payables and receivables. The company has a strong footprint among accounting firms across Canada and values inclusion and diversity.