18 finance jobs found

Loan Origination Specialist   Join Our Mortgage Lending Team! We are seeking a detail-oriented and customer-focused Loan Origination Specialist to support our Mortgage Originators throughout the residential mortgage loan process. This role is responsible for providing administrative, operational, and customer support while helping ensure a smooth and efficient experience for borrowers from application through closing.   Key Responsibilities Support Mortgage Originators by managing loan files and maintaining accurate documentation. Assist borrowers throughout the mortgage application process and provide exceptional customer service. Request, collect, review, and upload required loan documentation. Monitor loan pipelines and help ensure applications move efficiently through the lending process. Coordinate with Mortgage Originators, Processors, and internal partners regarding file status and outstanding conditions. Respond to...

Washington Trust Wealth Management is seeking an experienced, detail-oriented Relationship Manager to deliver exceptional service to high-net-worth clients. This role serves as a key client contact and is responsible for managing complex administrative and operational activities with accuracy, sound judgment, and a strong commitment to compliance and service excellence. The Relationship Manager works closely with Portfolio Managers, Wealth Advisors, Financial Planners, banking partners, tax professionals, and fiduciary specialists to deliver integrated wealth management solutions.   The ideal candidate brings strong relationship management capabilities, sound fiduciary and operational judgment, and the ability to work independently while collaborating effectively across teams.   Key Responsibilities: Client relationship management: Build and maintain strong, long-term relationships with clients, beneficiaries, family members, professional advisors, and centers of...

Washington Trust is seeking a Retail Banking Product Support Specialist to join their team. The Retail Banking Product Support Specialist serves as the Retail Banking business owner and subject matter expert for Washington Trust's core banking platform. This position is responsible for defining business requirements, managing product configuration, supporting system enhancements, and driving continuous improvement initiatives to ensure system capabilities support Retail Banking's strategic and operational objectives.   The incumbent will work closely with Retail Banking leadership, Operations, Information Technology, and other key stakeholders to ensure products, services, and processes are configured and maintained effectively while enhancing operational efficiency, employee productivity, and the customer experience.   Essential Functions Serve as the Retail Banking subject matter expert for the Fiserv DNA core banking platform, including an understanding of how...

Washington Trust is seeking experienced Mortgage Loan Originators to join our dynamic lending team in Braintree, MA. If you’re an independent, energetic, and sales-driven professional with a passion for helping clients achieve homeownership, we want to hear from you!   Why Washington Trust? Comprehensive product menu and expansive portfolio lending program Access to leadership—your manager and senior management are invested in your success Sales oriented Operations team that will support your business Voted one of the Best Places to Work in RI since 2011 Oldest community bank in the US.  Established in 1800 and still going strong     What You’ll Do Originate mortgage loans and build strong relationships with clients, realtors, and referral partners Market to realtors, builders, and other referral sources Deliver exceptional service throughout the mortgage process Be part of a winning team with access to company...

Washington Trust is seeking experienced Mortgage Loan Originators to join our dynamic lending team in Northern Rhode Island. If you’re an independent, energetic, and sales-driven professional with a passion for helping clients achieve homeownership, we want to hear from you!   Why Washington Trust? Comprehensive product menu and expansive portfolio lending program Access to leadership—your manager and senior management are invested in your success Sales oriented Operations team that will support your business Voted one of the Best Places to Work in RI since 2011 Oldest community bank in the US.  Established in 1800 and still going strong     What You’ll Do Originate mortgage loans and build strong relationships with clients, realtors, and referral partners Market to realtors, builders, and other referral sources Deliver exceptional service throughout the mortgage process Be part of a winning team with access to...

Washington Trust is seeking experienced Mortgage Loan Originators to join our dynamic lending team in Southern Rhode Island. If you’re an independent, energetic, and sales-driven professional with a passion for helping clients achieve homeownership, we want to hear from you!   Why Washington Trust? Comprehensive product menu and expansive portfolio lending program Access to leadership—your manager and senior management are invested in your success Sales oriented Operations team that will support your business Voted one of the Best Places to Work in RI since 2011 Oldest community bank in the US.  Established in 1800 and still going strong     What You’ll Do Originate mortgage loans and build strong relationships with clients, realtors, and referral partners Market to realtors, builders, and other referral sources Deliver exceptional service throughout the mortgage process Be part of a winning team with access to...

Washington Trust is seeking experienced Mortgage Loan Originators to join our dynamic lending team in Wellesley, MA. If you’re an independent, energetic, and sales-driven professional with a passion for helping clients achieve homeownership, we want to hear from you!   Why Washington Trust? Comprehensive product menu and expansive portfolio lending program Access to leadership—your manager and senior management are invested in your success Sales oriented Operations team that will support your business Voted one of the Best Places to Work in RI since 2011 Oldest community bank in the US.  Established in 1800 and still going strong     What You’ll Do Originate mortgage loans and build strong relationships with clients, realtors, and referral partners Market to realtors, builders, and other referral sources Deliver exceptional service throughout the mortgage process Be part of a winning team with access to company...

Branch Flex Banker   Branch Banking Careers Available at Washington Trust! Our branch banking employees create an environment of trust and an exceptional experience for our customers.  We’re looking to add to our new Bristol Branch.    If you’re an experienced banking professional, or you have similar work experience with skills that will successfully assist you to grow into this role, this opportunity may be for you.     What your responsibilities will be:   While actively engaging with the customer, process customer transactions accurately Understanding and applying bank policies and procedures Provide a superior banking experience for the customer through a relationship building approach Proactively seek and recommend the best products and services to fit the customer’s needs Contribute to the achievement of sales objectives Accurately and efficiently process and manage customer transactions...

Washington Trust is seeking a highly skilled and client-focused  Senior Financial Planner  to join our Wealth Management team. In this role, you will create and present comprehensive financial plans for our High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. You’ll serve as a trusted advisor and subject matter expert, helping clients navigate complex financial decisions while supporting our internal teams with your planning expertise.   This position is based in Providence, RI, with hybrid opportunities. Key Responsibilities Develop and deliver sophisticated financial plans using tools such as MoneyGuide Elite, Holistiplan, Vanilla, Income Lab and Microsoft Excel to high net worth and ultra-high net worth clients. Engage clients in meaningful conversations to gather financial data and present personalized planning strategies. Interpret trust and estate planning documents, create abstractions in software and present to clients. Model estate planning...

Wealth Advisor Washington Trust Wealth Management is seeking a client-focused and relationship-driven Wealth Advisor to provide comprehensive advisory services to high-net-worth individuals and families. This role is centered on helping clients achieve their financial goals through holistic advice, thoughtful planning, and ongoing guidance. The ideal candidate holds a Certified Financial Planner (CFP®) designation or Certified Trust and Fiduciary Advisor (CTFA) credential and brings a strong commitment to fiduciary responsibility and client service excellence.   Key Responsibilities Build and maintain long-term, trusted relationships with clients by delivering personalized, goals-based financial advice Develop and implement comprehensive financial plans, including retirement, estate, tax, insurance, and wealth transfer strategies Conduct regular client reviews and proactively adjust plans based on life events, market changes, and evolving goals Serve as the...

Washington Trust is seeking experienced Mortgage Loan Originators to join our dynamic lending team in Sharon, MA. If you’re an independent, energetic, and sales-driven professional with a passion for helping clients achieve homeownership, we want to hear from you!   Why Washington Trust? Comprehensive product menu and expansive portfolio lending program Access to leadership—your manager and senior management are invested in your success Sales oriented Operations team that will support your business Voted one of the Best Places to Work in RI since 2011 Oldest community bank in the US.  Established in 1800 and still going strong     What You’ll Do Originate mortgage loans and build strong relationships with clients, realtors, and referral partners Market to realtors, builders, and other referral sources Deliver exceptional service throughout the mortgage process Be part of a winning team with access to company paid...

Washington Trust is looking for a dynamic experienced Commercial Real Estate Lender with a focus on the Connecticut Market to join our CRE lending team. This position will become part of a collaborative, results oriented team focused on providing commercial real estate lending products and services to new and existing customers of The Washington Trust Company.   We offer a hybrid work schedule with on-site work in our New Haven and Westerly, RI offices.      Responsibilities:   Develop and service a growing commercial real estate loan portfolio by establishing and supporting a robust calling plan. Maintain relationships with existing customers, prospects, and referral sources to achieve loan and deposit production goals while ensuring compliance with credit policies and procedures and established standards. Position requirements : 7+ years of commercial real estate lending experience with an established network of customers and...

The Washington Trust Company is seeking an individual with strong accounting analytical and organizational skills to support our Business Banking team located in Warwick, Rhode Island. This position will be required to research, gather information, analyze, and present credit write-ups to support credit decision making, and underwriting for business banking commercial loans. This position will have exposure to various aspects of the commercial lending function and interact with customers and internal staff.    This position supports a hybrid on-site/remote work schedule.   Primary Responsibilities: Develop and analyze various credit information pertaining to small business lending transactions; analyze historical and current financials, develop proformas, prepare annual status reviews, property inspections, special projects in support of the team as requested.   This includes evaluating credit risk, industry/market research, collateral, and ability to service...

Washington Trust is seeking experienced Mortgage Loan Originators to join our dynamic lending team in Connecticut. If you’re an independent, energetic, and sales-driven professional with a passion for helping clients achieve homeownership, we want to hear from you!   Why Washington Trust? Comprehensive product menu and expansive portfolio lending program Access to leadership—your manager and senior management are invested in your success Sales oriented Operations team that will support your business Voted one of the Best Places to Work in RI since 2011 Oldest community bank in the US.  Established in 1800 and still going strong     What You’ll Do Originate mortgage loans and build strong relationships with clients, realtors, and referral partners Market to realtors, builders, and other referral sources Deliver exceptional service throughout the mortgage process Be part of a winning team with access to company paid...

Branch Flex Banker   Branch Banking Careers Available at Washington Trust! Our branch banking employees create an environment of trust and an exceptional experience for our customers.  We’re looking to add to our team in various branches throughout RI.    If you’re an experienced banking professional, or you have similar work experience with skills that will successfully assist you to grow into this role, this opportunity may be for you.     What your responsibilities will be:   While actively engaging with the customer, process customer transactions accurately Understanding and applying bank policies and procedures Provide a superior banking experience for the customer through a relationship building approach Proactively seek and recommend the best products and services to fit the customer’s needs Contribute to the achievement of sales objectives Accurately and efficiently process and manage customer...

We are seeking experienced Mortgage Originators for a Community Lending Officer role to support our diverse communities . The Community Lending Originator supports educational activities, outreach efforts, and the full-cycle lending process for all Washington Trust clients, and potential clients, with a concentration on first-time home buyers and customers in designated CRA lending areas.  The Community Lending Originator strengthens and develops strong community relationships and supports the growth and development of Washington Trust in Massachusetts.   Washington Trust is well known for our community involvement.  We believe that our success as an institution is part and parcel of the achievement of the communities as a whole.  We are seeking professionals who share our passion and support our core values of quality, collaboration, integrity, agility, and community.   This position requires 3+ years of mortgage origination experience with a proven record of...

As a Commercial Relationship Manager with the Washington Trust C&I Lending team, you will provide a selection of services (primarily commercial credits and treasury management services) to business clients through active business development and relationship management. Develop relationships with large middle market businesses and their owners. Manage a portfolio of high performing commercial relationships to include but not limited to C&I lending and/or specifically agreed upon specialized industry verticals.   We support a hybrid work schedule with on-site work at our offices in Providence, RI.    In this role you'll have the opportunity to: Generate revenue derived through targeted business development activities with existing commercial clients and new commercial prospect opportunities. Utilize sales expertise to build a portfolio of prospective clients and leverage an extensive referral network.  Structure, underwrite, and present credit...

Washington Trust is seeking experienced Mortgage Loan Originators to join our dynamic lending team in Burlington, MA. If you’re an independent, energetic, and sales-driven professional with a passion for helping clients achieve homeownership, we want to hear from you!   Why Washington Trust? Comprehensive product menu and expansive portfolio lending program Access to leadership—your manager and senior management are invested in your success Sales oriented Operations team that will support your business Voted one of the Best Places to Work in RI since 2011 Oldest community bank in the US.  Established in 1800 and still going strong     What You’ll Do Originate mortgage loans and build strong relationships with clients, realtors, and referral partners Market to realtors, builders, and other referral sources Deliver exceptional service throughout the mortgage process Be part of a winning team with access to company paid sales tools...