Charlotte Banking & Financial Services Job Listings

Licensed Customs Broker63845348334723120

Workable

Licensed Customs Broker

We are seeking a proactive and experienced Licensed Customs Broker to lead the establishment of our new office in Charlotte, NC. This role is ideal for a dynamic professional with a startup mentality 💡, ready to build operations from the ground up 🏗️—including obtaining the necessary company licensing and setting up compliant processes 📋. 🔧 Key Responsibilities 🏢 Office Establishment & Licensing: Lead the setup of the Charlotte office, ensuring all local and federal requirements are met Obtain and maintain the necessary company licenses to operate as a customs brokerage 📦 Customs Compliance & Operations: Manage customs clearance processes for imports and exports, ensuring compliance with all applicable laws and regulations File entries and process customs documentation accurately and timely 🕒 Communicate with CBP and other government agencies as needed 📞 Advise clients on customs compliance and tariff classifications 📘 Stay updated on changes in customs regulations and policies 📡 Coordinate with freight forwarders, carriers, and warehouse teams 🚛 Maintain records per customs requirements and company policies 🗂️ Maintain internal customs software and integration to Customs 💻 👥 Team Leadership & Development: Recruit, train, and manage a team of customs professionals as the office grows 🌱 Foster a culture of compliance, efficiency, and continuous improvement 🧠 Requirements 📋 Qualifications ✅ Active U.S. Customs Broker License (required) ✅ 3+ years of customs brokerage or import/export compliance experience ✅ Strong knowledge of HTS classification, valuation, and PGA regulations (FDA, USDA, EPA, etc.) ✅ Excellent communication and problem-solving skills ✅ Experience with ACE and customs software systems (preferred) ✅ Highly organized and detail-oriented ✅ Proven ability to work independently and in a startup environment 🌟 Preferred Attributes Experience in establishing new offices or departments 🏗️ Familiarity with obtaining company licenses for customs brokerage operations 📄 Ability to navigate and implement processes in a startup setting ⚙️ Benefits 💼 Compensation & Benefits Standard medical, dental, and vision coverage 🏥 401(k) plan with company match 💼 Paid time off and company holidays 🌴 Career development opportunities 📚

Charlotte, NC, USA

Negotiable Salary

Collections representative63523368196867121

Craigslist

Collections representative

WE'RE HIRING! BONUS 1st 2wks on the floor OPEN POSITION COLLECTION CALL CENTER SPECIALIST MONDAY-FRIDAY What We Offer: • Comprehensives Paid Training • Competitive Pay • 30% Commission Bonuses Requirements: Responsibilities: • Excellent Communication Skills • Handle inbound and outbound • Problem Solving Skills customer calls professionally • POSITIVE ATTITUDE, STRONG • Manage customer accounts • Maintain detailed records of WORK ETHIC & A TEAM PLAYER !!!! customer interactions • Ability to multitask and work in a fast environment

5310 E W.T. Harris Blvd, Charlotte, NC 28215, USA

$17/hour

Small Business Lending Consultant (Myers Park)63580290634241122

Craigslist

Small Business Lending Consultant (Myers Park)

Small Business Lending Consultant https://calendly.com/ali-jozani-leadsenseicapital/leadsensei-capital-initial-call Find out why USA Today featured us: https://www.usatoday.com/story/special/contributor-content/2025/04/30/lead-sensei-a-turnkey-solution-for-small-businesses/83367988007/ Read about us on Yahoo Finance: https://finance.yahoo.com/news/lead-sensei-llc-sets-standard-200000119.html If you want a spot, now is the time. Make $250K+ a year. Spots are limited. Location: Work from Anywhere (Remote Role. Work from wherever you are.) Compensation: $250K+ annual income part-time Benefits: Flexible Schedule, Residual Income Opportunities, AI-Powered Lead Nurturing, Training, CRM Access Join Our Team as a Small Business Lending Consultant! Are you looking for a career that offers financial freedom, flexibility, and the opportunity to make a difference in the lives of small business owners? As a Small Business Lending Consultant, you’ll have the chance to earn $200K+ annually while working from anywhere in the world. Choose to work part-time or full-time—this role fits your lifestyle, not the other way around. What You’ll Love About This Role: Unmatched Flexibility: Work from anywhere, set your own hours, and enjoy the freedom to design your day. Be Your Own Boss: Take charge of your career and earnings, with no limits on what you can achieve. Residual Income: Earn once and keep getting paid, creating a lasting income stream. Help Small Businesses Thrive: Connect small businesses with financing from a network of over 100+ lenders. AI-Powered Lead Nurturing: Gain access to an advanced AI-driven system that automates lead follow-ups via text, email, and voice calls, ensuring no opportunity is missed. What We Provide to Ensure Your Success: Comprehensive Training: No experience? No problem! We provide training to help you excel. Custom Landing Page: You’ll receive a personalized landing page to capture and serve leads effectively. CRM Access: Enjoy free access to a CRM for seamless client management. Marketing Support: Access cutting-edge tools and resources to grow your client base. AI-Powered Outreach: Leverage our conversational AI to automatically engage, follow up, and nurture leads through texting, emailing, and voice calls. What We’re Looking For: We’re seeking driven, confident, and resilient individuals who are ready to own their success. To thrive in this role, you should embody: Entrepreneurial Spirit: A go-getter attitude with a passion for building a successful business. Exceptional Work Ethic: Dedication to meeting and surpassing goals. Client Relationship Expertise: Skill in forging and maintaining strong client connections. Strong Closing Skills: A proven ability to negotiate and close deals effectively. Masterful Communication: Impeccable conversational and interpersonal skills, especially over the phone. Confidence & Resilience: Assurance in your abilities and the grit to overcome setbacks. Problem-Solving Skills: Analytical thinking to identify client needs and craft tailored solutions. Additional Titles: Business Loan Consultant Commercial Lending Advisor Entrepreneurial Loan Specialist Financing Consultant Small Business Financing Advisor Loan Sales Representative Remote Business Development Specialist Professions that excel in this role: Commercial Loan Officers, Financial Advisors/Planners, Insurance Agents/Brokers (Business Insurance), Real Estate Brokers/Agents (Commercial), Sales Executives (B2B), Account Managers (Corporate), Business Consultants, Wealth Managers, Accountants/Bookkeepers, Equipment Leasing Specialists, Factoring Specialists, SBA Loan Specialists, Franchise Consultants, Bank Relationship Managers, Automotive/Commercial Fleet Salespeople, Investment Bankers, Tax Advisors (Business-focused), HR Consultants (Business-focused), Sales Consultants for Technology/IT Solutions (B2B), Payroll/HR Services Sales Professionals, Private Equity Analysts, Business Development Managers, Asset Managers, Mortgage Brokers (Commercial/Business), Leasing Consultants, Merchant Services Salespeople, Commercial Real Estate Developers, Procurement Officers, Corporate Risk Managers, CFOs (Fractional/Outsourced), Venture Capital Analysts, Business Banking Specialists, Compliance Officers (Finance), Treasury Managers, Corporate Finance Consultants Important Details: Compensation Structure: This is a 1099 commission-only role. Mindset Requirements: We’re looking for champions—self-starters who won’t settle for less than excellence. If you’re a winner, a go-getter, and ready to take control of your career, we want to hear from you. Join us today and make a difference in the world of small business lending! We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

1535 Queens Rd, Charlotte, NC 28207, USA

$250,000/year

Accounting Office Manager – General Contracting Company (Charlotte)63580290238849123

Craigslist

Accounting Office Manager – General Contracting Company (Charlotte)

Accounting Office Manager – General Contracting Company Location: Charlotte NC Employment Type: Full-Time About Us We are a well-established general contracting company specializing in construction, landscaping, and hardscape projects. Our success is built on precision, accountability, and exceptional customer service. We’re looking for a detail-oriented, proactive Accounting Office Manager to oversee our financial operations and keep our office running smoothly. Position Overview The Accounting Office Manager will be responsible for managing day-to-day accounting functions, overseeing administrative processes, and ensuring accurate financial reporting. This role requires a strong understanding of construction industry accounting, excellent organizational skills, and the ability to coordinate with project managers, vendors, and clients. Key Responsibilities • Oversee all accounting functions, including accounts payable/receivable, payroll, and bank reconciliations • Prepare and maintain accurate financial statements, job cost reports, and budgets • Manage vendor contracts, purchase orders, and payment schedules • Ensure compliance with local, state, and federal financial regulations • Support project managers with cost tracking, billing, and change orders • Maintain organized records for audits, permits, and licensing • Supervise administrative staff and ensure smooth office operations Qualifications • 3+ years of accounting experience, preferably in construction or general contracting • Proficiency in accounting software (e.g., QuickBooks, Sage, or similar) • Strong knowledge of job costing and project-based accounting • Excellent communication and leadership skills • High attention to detail and ability to meet deadlines • Associate’s or Bachelor’s degree in Accounting, Finance, or related field preferred What We Offer • Competitive salary based on experience( Hourly Possible) • Health, dental, and vision benefits • Paid time off and holidays • Supportive, team-oriented work environment • Opportunities for professional growth

2025 Ashley Rd, Charlotte, NC 28208, USA

Negotiable Salary

Workable

Loan Processor

Job Title: Loan Processor Position Summary We are seeking an experienced and detail-oriented Processor to join our lending operations team. The ideal candidate will have deep familiarity with residential investment lending, particularly Fix-and-Flip and DSCR loan programs. This role is critical in ensuring the efficient and accurate processing of loans from submission to closing, supporting investors and borrowers with a seamless and responsive experience. Key Responsibilities Loan Intake & Initial Review Review and validate loan applications and required documentation (credit, income, entity docs, purchase contracts, etc.) Ensure completeness and accuracy prior to submission to underwriting Set up files in LOS (Loan Origination System) and maintain all documentation in compliance with internal and regulatory standards Borrower Communication & Support Act as the primary point of contact for borrowers, brokers, and the sales team throughout the processing cycle Clearly communicate outstanding document needs, next steps, and timelines Coordination & Pipeline Management Coordinate with third parties, including title companies, inspections, insurance agents, and closing agents. Monitor and manage a pipeline of active loans to ensure all files are progressing toward timely closings Follow up with internal underwriting and credit teams for file decisions and escalations as needed Verify compliance with loan program guidelines, investor overlays, and risk tolerances Requirements Requirements Education & Experience Experience processing loans for real estate investors (single-family, multi-family, short-term bridge loans) Familiarity with various ownership structures (LLCs, corporations, trusts) Technical Skills Strong understanding of loan documents, title reports, and property insurance requirements Ability to read and interpret credit, background, entity documents, and title reports Soft Skills High attention to detail and organizational skills Excellent written and verbal communication Strong problem-solving abilities and a proactive, solutions-oriented mindset Ability to thrive in a fast-paced, deadline-driven environment Benefits Base Salary Range Entry-Level (1–2 years, limited fix-and-flip/DSCR exposure): $55,000 – $65,000 Mid-Level (3–5 years with relevant experience): $65,000 – $70,000 Compensation & Benefits Competitive salary plus bonus opportunity Health, dental, life, and vision insurance 401(k) with company match Remote or hybrid flexibility depending on location In addition to your resume, please complete the following job fit assessment as part of your application: https://TeamArchitects.asmt.io/X7WH4F99F/LoanProcessorJob-Assessment

Charlotte, NC, USA

$55,000-70,000/year

Loan Officer ($140,000-$175,000/yr)63393479091713125

Workable

Loan Officer ($140,000-$175,000/yr)

Join Our Team: Mortgage Loan Officer at Ternus Lending, LLC Are you ready to level up your career in the real estate investment lending space? Ternus Lending, LLC is on the hunt for motivated and dynamic Mortgage Loan Officers to drive success in 1-4 family residential investment property lending. This is more than a job—it's your opportunity to educate, inspire, and empower property investors while building meaningful relationships in a rapidly growing market. What You’ll Be Doing: Be the go-to expert for residential property investors by educating them, originating our game-changing loan products, and helping them achieve their financial goals. Stay ahead of the curve by mastering our lender product offerings, guidelines, and systems to seamlessly guide loans through Due Diligence, Underwriting, and Closing processes. Spread the word by distributing compelling marketing materials and conducting customer qualification analyses. Maximize your impact by efficiently managing company-supplied leads and Salesforce contact databases, ensuring timely follow-up and quality lead handling. Crush your targets by consistently exceeding weekly, monthly, and annual origination production goals. Why Ternus Lending? At Ternus, we’re not just another lender. We’re a team of seasoned investors who created a lending platform by investors, for investors. We understand the journey, challenges, and triumphs of the real estate game. Joining us means stepping into a company with limitless growth potential and offering loan products that stand out in a sea of traditional options. How to Apply: Ready to make an impact? Submit your resume and complete the assessment linked below. Don’t wait—opportunities like this don’t stay on the market for long! Assessment Link: https://TeamArchitects.asmt.io/X7HNRKK7T/AccountExecutiveJob-Assessment Requirements What We’re Looking For: Experience: 2+ years in residential/commercial mortgage lending (or equivalent). Skills: A natural talent for sales, customer service, negotiation, and problem-solving. Education & Licensing: A Bachelor’s degree is a plus but not required, and mortgage state licensing is preferred. Benefits Your Reward: Base Salary: $50,000 annually. Commission: Earn a minimum $500 per funded unit OR 30 BPS of the loan amount (whichever is greater) on Ternus-originated loans. Total Pay Range: $140,000 to $175,000 annually, with bonus opportunities. All Account Executives hired in 2025 will be granted shares in the company through our Employee Stock Ownership Plan (ESOP). Additional Perks: Work Schedule: Monday to Friday. Location: Hybrid remote in Uptown Charlotte, NC.

Charlotte, NC, USA

$140,000-175,000/year

Sr. Credit Risk Review Analyst - Commercial Lending63499806216705126

Workable

Sr. Credit Risk Review Analyst - Commercial Lending

Sr. Credit Risk Review Analyst - Commercial Lending Charlotte, NC Join our highly skilled Credit Risk Review (CRR) team as a Senior Credit Risk Review Analyst specializing in Commercial Lending. CRR's primary objective is to provide timely and independent assessments of credit exposures and credit risk, with results reported directly to senior management and the Risk Committee of the Board of Directors. In this hybrid role (3 days in-office, 2 days remote), you'll provide independent, expert assessments of Commercial credit exposures. You may also take on the responsibility of Reviewer in Charge, leading review engagements, managing reviewers, conducting portfolio analysis, and summarizing findings from credit file samples. Your deep understanding of commercial lending and credit risk practices will be crucial in providing valuable insights and recommendations to enhance our credit risk management. Responsibilities Execute Complex Reviews: Independently assess complex credit and credit-related transactions, including facility structures and underwriting processes, leveraging your expert knowledge of credit policies and procedures. Understand inherent risk and the materiality of risk for credit transactions. Validate and Ensure Accuracy: Validate scorecard risk ratings and borrower credit administration. Ensure a thorough understanding of portfolio issues, trends, and root causes to effectively manage credit portfolios. Independent Reporting & Communication: Independently complete work papers, track issues, compile supporting documentation, and follow up on exam findings with business leaders. Act as a Second Level Reviewer and effectively communicate credit risk review objectives, outcomes, and recommendations for issue remediation. Risk Analysis & Monitoring: Analyze risk in assigned credit portfolios by reviewing relevant reports and assessing trends. Provide expert analytical insights, identify risk concentrations, systemic trends, or issues, and participate in continuous monitoring for assigned portfolios. Leadership & Expertise: Oversee file review activities of other reviewers as the Reviewer in Charge for assigned business segment(s). Perform assessments of file review results and findings to determine final ratings and draft review reports. Serve as an expert resource to the team. Market Acumen: Demonstrate an expert understanding of the credit cycle and the impact of economic indicators on key driving metrics. Possess expert knowledge of how and where to leverage industry and economic research tools into the review process. Requirements Qualifications Extensive Credit Expertise: Robust credit knowledge and strong experience in Commercial credit extension and management. Experience with Complex Transactions: 10+ years of Credit Risk or Credit Underwriting experience, specifically with larger, more complex transactions in Commercial, CRE, Corporate Banking, Leveraged Lending, Middle Market, etc. Communication Skills: Strong verbal and written communication skills, with the ability to navigate and handle difficult conversations effectively with stakeholders. Banking Experience: Experience at larger banks (asset size $80B+). Deal Size Exposure: Experience with average deal sizes of $50MM. Underwriting Background: Experience in underwriting for ABL, Business Banking, Corporate Banking/Mid-Market, or Lower Mid-Market commercial segments. Benefits $125,000 to $175,000+ Full benefits package Bonus + Paid Relocation Assistance

Charlotte, NC, USA

$125,000-175,000/year

Member Services Representative II63391993224579127

Workable

Member Services Representative II

Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and advanced financial services to individuals and select group partners. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions. At Advancial, we always strive to provide the best service and products to our members because we love what we do. We work together to build a culture that promotes a positive employee experience. We’ve been named a Best Company to Work for in Texas for nine consecutive years and a Best and Brightest Company to Work For nationally and locally because we’re serious about building fulfilling careers and not just day jobs. We invite you to learn more about this position and what Advancial has to offer by completing our online application. This position is located in our South Charlotte Branch. Serves as liaison between member and the Credit Union. Provides account information, opens new accounts, handles member's daily credit union needs. Performs routine transactions, including deposits, withdrawals, cash advances, loan payments, transfer and check cashing. Interviews loan applicants and processes applications. Gathers background information and analyzes credit history. ESSENTIAL DUTIES AND RESPONSIBILITIES Include the following. Other duties may be assigned. Cross-sells a wide array of credit union products including loan products, deposit products, and electronic services such as CUAnywhere and online banking. Receives checks and cash for deposit, verifies amount, and examines checks for endorsements. Cashes checks and pays out money after verification of signatures and member balances. Places holds on accounts for uncollected funds in accordance with Advancial policies and procedures. Receives and applies payments to Advancial loans, credit card payments and cash advances. Enters customers’ transactions into computer to record transactions and issues computer generated receipts. Maintains thorough knowledge of loan products for effective cross-selling. Actively assists in loan process such as pulling credit reports, and ensures loan agreements are complete and accurate according to policy. This includes data entry of member information into Credit Union system as required. Responsible for maintaining a working knowledge of lending procedures, Credit Union guidelines, Lending Software, and the benefits and features of all loan products. Balances currency, coin and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen. Processes loans and responds to loan questions. Opens new accounts including; checking, certificates, money markets and IRA accounts. Verifies eligibility for new account and processes through ChexSystems prior to opening new accounts. Processes check orders for members. Responsible for correcting all new account exceptions or transactional errors under Teller Number. Provides account information and handle member's daily credit union needs. Provides a variety of transaction services to members in the branch and by phone such as balance inquiry, transfer of funds, history information, stop payments or photocopy of check(s), etc. This includes researching and resolving member concerns. Processes and balances bond redemptions when necessary. Prepares daily checks received for deposit. This includes balancing, scanning checks, posting general ledgers. Makes copies and files correspondence and other records on a daily basis. Performs miscellaneous duties such as assisting in monitoring supplies and end of day and end of month audit procedures. Opens and closes the branch as needed. The range for this position is $17.67- $22.09/hr. and is based on experience. Requirements EDUCATION and/or EXPERIENCE High School diploma or equivalent; with one year related experience and/or training; or equivalent combination of education and experience. This position requires the employee to be service-oriented, self-motivated, and to be able to perform a variety of tasks. Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters Advancial Federal Credit Union participates in the Electronic Employment Verification process. Please click here for more information. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please complete the form below. If you’d like to view a copy of the company’s affirmative action plan, please complete this form.

Charlotte, NC, USA

$17.67-22.09

Concord/Kannapolis Tax Office Manager (Concord/Kannapolis)63582272624513128

Craigslist

Concord/Kannapolis Tax Office Manager (Concord/Kannapolis)

Concord/Kannapolis Tax Office Manger: Organization Liberty Tax Service: Is a franchise operated business. The local franchisee operates 5 locations in Charlotte and the surrounding areas. Liberty has over 2900 locations nationwide. Core Values Speed is King: Tax season is only 4 months. We need to be able to serve our clients fast without compromising accuracy or sacrificing our focus on customer service. *Get It Done Right: Accuracy is key. Clients come to us because they trust in our tax knowledge. Taxes are usually the largest transaction for every customer every year and we owe it to our clients to get it right the first time! *Candid Communication: We can only get better if we are honest about where we are as a company and as employees of the company. Clear and candid communication is not only expected but a sign of a high performing team and company *Be Resilient: There are always going to be obstacles. Whether there are technical issues, client issues or personal issues, we have to be able to withstand and recover, with a smile, when times get tough. Again, this is the largest financial transaction of the year and our clients demand that we perform our duties accurately, efficiently and professionally. Our issues should not become the client’s issue. *Every Desk Is A Tax Office: We believe in taking ownership of your clients and book of business. Every desk is its own tax office and you should treat it as such. Build your business!! *Serve your clients well: The customer experience starts with the first contact and isn’t completed until we have an overly satisfied client. If the tax pro does an excellent job serving the client, the customer believes we are an outstanding company. If not, we lose the client! What we do and Customer Mix We are in the tax preparation business. Our business mix is 60% first peak customers and 40% second peak clients. Our first peak business is tax refund dependent and second peak customers are simple tax returns. We consider about 10% of second peak customers to have moderately complex tax situations and about 2% to have complex tax situations. Position Description This manager's position is for one of our locations in Concord/Kannapolis, NC where we complete around 400 tax returns. At the location you will still be client interfacing and preparing tax returns and supporting two to three team members. Let's be clear, we are looking for 3+ years of tax experience. If you love preparing taxes and are looking to manage an office, then we are looking for you. Skill that we are looking for you to possess? *Be able to prepare and review tax returns *Solve client IRS Issue *Track down client refunds with IRS and states *Develop a small team in tax preparation *Maintain a winning culture. *Keep team members engaged and hungry to complete more returns and maximize the earning potential *Keep an office, clean, clutter free and paperwork in order *Create a timely weekly schedule for the team and stay inside of a budget. *Be professional, relatable, and friendly to all. We have a very diverse client base. You can work with someone that makes $5,000 and the next person will make $100,000+. You can work with someone that is educated and someone who is not. It possesses the capability of being a communication chameleon. *Attending our free tax school is not required! *Company Direction And Mission Our first priority is great tax preparation and having team members that can deliver that to our clients and our priority is to fill the office manager position. We are also faced with a paradigm of the tax season being seasonal and how can we provide additional opportunity to our team members that are looking for more. For the past 4 years the owner has been focusing on Affordable HealthCare (ACA) Insurance as an additional revenue stream of the business. In building out this side of the business model but in doing so also creates additional complexities. Affordable Health Care (ACA) has an open enrollment period from November first through January 15th. While simultaneously having tax school, Holiday Loans and tax season all happening simultaneously. So things can get a little crazy. We are working on solving the one problem that is when we have talented people we want to keep them engaged and provide an opportunity for growth. Yes, we are looking to create additional opportunities but it is not required for this position if you just want to do taxes and manage an office we need that as well. If you are looking for more to become an ACA Agent. The fist stage of your journey will be to get your health insurance license and become certified. Then the hard part is you will have to put the work in to build a new book and a business. The advantage you have is that many of our tax customers qualify for affordable health care and we have a built in client list to help expand into another opportunity. Let's be honest with each other, not everyone is cut out to become a health insurance agent. If you like to crunch number’s sit in the back office and don't enjoy speaking and helping clients this is not the position for you. But if you like talking on the phone, hosting events, and getting energy being around other people. Then this is something you may want to look into. Job Type: Full-time Pay: From $19.00 per hour Schedule: 8 hour shift Ability to Commute: Kannapolis, NC 28083 (Preferred) Ability to Relocate: Kannapolis, NC 28083: Relocate before starting work (Preferred) Work Location: In person

2300 Poplar Tent Rd, Concord, NC 28027, USA

$19/hour