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all boards
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Interviews
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active pipeline
Offers
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perm + benefits
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Loan Operations
Fraud / BSA / AML
Retirement Services / Financial Services
Target roles by fit
Tier 1
Loan Operations Analyst · Syndicated Loan Administrator · Agency Services Associate
Strongest match — LIQ, Mendix, Finastra at SFS. Barclays Whippany ($64K–$87K), MUFG, Wells Fargo, Truist, Mizuho, Sumitomo.
Tier 2
BSA / AML Analyst · Fraud Operations Analyst
SAR filing + Reg E at Capital One. TD Bank NJ, Santander, Citizens, JPMorgan Jersey City.
Tier 2B
Retirement Plan Associate · Financial Services Associate · Benefits Operations
His current Fidelity role — 401(k), 403(b), 457(b), 401(a) servicing, IRS tax-exempt plans, participant support — is direct experience for non-licensed operations and support roles at Vanguard, Schwab, TIAA, Empower, ADP Retirement, Principal. These roles do not require a Series 6 or 7 license.
Tier 3
Deal Closer · Trade Finance Associate · Credit Risk Analyst
Stretch roles building toward deal operations. Strong cover letter required.
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Week 1–2 checklist
Role targets by fit
1
Loan Operations Analyst / Syndicated Loan Administrator
Barclays Whippany ($64K–$87K), MUFG, Wells Fargo, Truist, KeyBanc, Mizuho, Sumitomo — NJ/NY. LIQ + Mendix is direct credential. Strongest fit.
2
BSA / AML Analyst / Fraud Operations Analyst
TD Bank NJ, Santander, Citizens, JPMorgan JC. SAR writing + Reg E at Capital One is direct credentialing.
3
Deal Closer / Trade Finance Associate / Credit Risk Analyst
Stretch roles toward deal operations. Strong cover letter required to bridge the gap.
Relocation strategy
A
Target NJ first: Whippany, Parsippany, Iselin, Jersey City
Lower cost than Manhattan, easier relocation. SFS internship was in Iselin — network advantage.
B
Be transparent: "Relocating to NJ/NY, available [date]"
Don't hide the NH address. Frame it as a planned move. Recruiters respect directness.
C
Negotiate start date to avoid benefits gap
Current Fidelity role has benefits. New role must also. Ask for 3–4 week ramp for relocation.
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What Claude knows about Zain
• $15B portfolio at SFS — LIQ, Mendix, Finastra
• 700 syndicated/bilateral portfolios, Fed wires
• SAR filing + Reg E at Capital One
• FINRA/IRS compliance at Fidelity
• Relocating NH → NJ/NY, needs perm + benefits