Banking and Financial Services Jobs in Massapequa New York
10 positions found
About Us:
CapFront, a leading financial services firm, is seeking dynamic Account Executives to join our growing team in New York. With offices in Midtown Manhattan and Melville, Long Island, we offer modern, collaborative work environments where driven professionals can grow, perform, and thrive. Our accessible office locations support in-person collaboration, mentorship, and career development in a fast-paced, high-energy setting.
Founded in 2017, CapFront creates a professional, friendly, and ethical business funding marketplace. We help businesses across all industries access financing quicker and easier than traditional lenders. We’ve demonstrated rapid growth, increasing revenue by 820% from 2020 to 2023, and were recognized as #541 overall and #45 in financial services on Inc 5000’s fastest-growing private companies in America.
At CapFront, we provide a tech-enabled financing process and deep financial guidance to help small business owners reach their peak potential and continue to take market share in the competitive small business lending vertical. The demand for our services is growing, and so are we! We are looking for Account Executives who will play a critical role in helping small businesses as well as our company GROW!
What does CapFront have to offer?
- Competitive salaries, high commissions and monthly performance bonuses
- Medical, dental and vision insurance
- Commuter Expense Benefits
- 401(k) retirement savings plan with employer matching contributions to help you grow your long-term financial security.
- Work-life balance with generous time off
- Cool office with ambitious, smart and supportive people
- Full paid training to help you to hit the ground running!
Who we’re looking for?
- Ambitious and hardworking individuals with an entrepreneurial spirit
- Creative minds who aren’t afraid to seek new strategies to improve and win business
- Competitive and driven individuals who push to exceed goals
What will you do?
- Drive the sales cycle from prospecting, to lender matching, to term negotiations and deal closing
- Leverage our state-of-the-art tech stack including Salesforce, Vonage, Pardot, DocuSign, Ocrolus, and Plaid
- Collaborate with our entire team to help cultivate our growth in an exciting and energetic office environment
Looking to join us? You’ll fit right in if:
-You have 1-3 years of experience in an inside sales role where you have met or exceeded aggressive sales goals
-You are self-driven with a hunger for success
-You have an enthusiastic attitude towards learning about our products, our merchant’s businesses, and financial technology itself
-You are team-orientated and an excellent communicator
-You are coachable and willing to take direction to improve and develop professionally
-Bachelor’s Degree (preferred but not required)
Compensation:
- Starting Base Salary: $50,000
- On-Target Earnings (OTE): $90,000 – $300,000 (based on performance; uncapped commission structure)
Inside Sales Representative
Location: Melville, NY | Full-Time | Unlimited Earning Potential
Uncapped Commission | Warm Leads | Career Growth | Award-Winning Culture
Drive Your Success with Big Think Capital
You know how to sell—how to connect, close, and perform. Now it’s time to bring your talent to a company that matches your ambition and rewards your results.
At Big Think Capital, we help small and mid-sized business owners nationwide access the funding they need to grow. As a Funding Associate, you’ll join a fast-paced inside sales team built for performance, backed by warm leads, advanced tools, and a culture that celebrates success.
About Big Think Capital
We’re a top-rated business lending marketplace with over $1 billion funded and 25,000+ businesses served—and we’re just getting started.
- Named Top Business Lending Firm of 2024 by Financial Services Review
- #1 Finance Broker on Trustpilot
- Certified Great Place to Work
- A culture of collaboration, accountability, and growth
The Role: Funding Associate (Inside Sales)
As a Funding Associate, you’ll consult with business owners, match them with the right funding solutions, and guide them through the process from first contact to close. You’ll work exclusively with warm, pre-qualified leads—no cold calling—and leverage our proven sales infrastructure to achieve your goals.
This role offers the earning potential of a high-performance sales floor with the stability and support of an established leader in business finance.
What You’ll Do
- Engage and convert warm inbound leads from business owners nationwide
- Build relationships, identify funding needs, and present tailored financial solutions
- Manage a full sales pipeline and close deals efficiently and ethically
- Deliver consultative sales experiences that build trust and long-term relationships
- Collaborate with leadership and peers to enhance performance and process
- Consistently meet and exceed performance goals
What We’re Looking For
- 2–7+ years of sales experience (inside sales, lending, or financial services preferred)
- Proven ability to meet or exceed sales targets in a fast-paced environment
- Exceptional communication, negotiation, and relationship-building skills
- Self-motivated, entrepreneurial, and goal-driven mindset
- Team player who thrives in a collaborative, performance-driven culture
- Familiarity with financial products or B2B sales is a plus
What You’ll Get
- Uncapped commission — you control your income
- Competitive base salary plus aggressive commission structure
- Warm inbound leads and curated prospecting lists
- Full benefits package — medical, dental, vision, PTO, 401(k), and more
- Continuous training, mentorship, and professional development
- Modern office environment with advanced CRM tools and sales technology
- Clear path to advancement into senior and leadership roles
Join a Team Where Success Pays Off
At Big Think Capital, your results drive your rewards. You’ll have the tools, support, and opportunity to scale your career—and your income—without limits.
If you’re ready to join an award-winning sales organization where performance is recognized and success is inevitable, this is your next big move.
Apply today and take your career to the next level with Big Think Capital.
This Jobot Job is hosted by: Hunter Dahlstrom
Are you a fit? Easy Apply now by clicking the "Apply" button
and sending us your resume.
Salary: $165,000 - $225,000 per year
A bit about us:
We’re a business- and financial-services practice that doesn’t do fluff. At Gebhardt & Smith, we represent banks, funds, leasing companies, and commercial borrowers across the U.S. Our transaction group handles everything from syndicated credit facilities and real estate lending to SBA work, equipment financing, workouts, and restructurings.
You’ll be among attorneys who are comfortable with complexity, on tight timelines, and who value high standards. We have offices in Maryland, Delaware, and Virginia—and our footprint opens doors into banking and commercial finance clients across multiple jurisdictions.
Apply here and contact Hunter Dahlstrom directly for details at or 248.636.2434 (direct cell #)
Why join us?
Work on nationally relevant, high-stakes finance and real estate deals.
Opportunity to lead or co-lead transactional matters (not just subordinate work).
High responsibility and visibility from day one.
Clear path to equity or partner, based on performance.
Competitive benefits: healthcare, 401(k), PTO, CLE support, flexibility on hybrid/remote work (as needed by deal flow).
Collegial culture—senior attorneys are accessible, mentorship matters, your voice is heard.
Job Details
You will:
Serve as lead or key co-counsel on commercial finance, lending, and real estate transactions (construction, acquisition, development, term, mini-perm, permanent).
Draft, negotiate, and review credit agreements, security documents, intercreditor agreements, subordination, participation agreements.
Work on restructurings, workouts, collateral enforcement, foreclosures, and distressed debt matters.
Collaborate with banking clients and internal stakeholders (lenders, borrowers, funds).
Oversee junior associates, delegate tasks, and review work.
Stay current on regulatory, tax, UCC, and securities developments that impact commercial finance.
Participate in business development—cultivate relationships in the financial and lending community.
What you bring (must-haves):
4–8 years (or more) of experience in transactional banking, commercial finance, real estate lending, or related work.
Strong drafting, negotiation, and analytical skills.
Experience navigating multi-jurisdictional issues; familiarity with UCC, securities, state and federal lending law.
Excellent academic credentials and strong work ethic.
Ability to manage multiple deals, priorities, and high volume.
Comfortable interfacing with clients and taking ownership.
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: /privacy-policy
Remote working/work at home options are available for this role.
An established title insurance agency on Long Island is seeking a Title Insurance Transaction Coordinator with 1–5 years of experience supporting title transactions from contract to closing. This role is ideal for a detail‑oriented professional who thrives in a fast‑paced, collaborative environment.
Key Responsibilities
- Coordinate residential and commercial title insurance transactions from open to close
- Manage files, documentation, and data with accuracy and efficiency
- Communicate clearly with internal teams, clients, and external partners
- Support closing and post‑closing processes as needed
Qualifications
- 1–5 years of experience in title insurance and transaction coordination
- Strong organizational and data management skills
- Excellent written and verbal communication abilities
- Proactive, positive attitude with attention to detail
- Experience with TrackerPro title software is a plus
- Closing desk and/or policy knowledge is a plus
Compensation & Benefits
- Competitive salary: $65,000–$75,000, commensurate with experience
- Comprehensive medical, dental, and prescription coverage
- Paid vacation and holidays
- 401(k) plan + company match
Insurance Management Associate
New York City, Remote
Salary to $160K plus benefits
Our client is an insurance firm, who are now expanding their offices and now searching for an experienced risk management professional, who could have an interest to work for an insurance risk management firm to assist in driving the growth of the business.
Duties Include:
- Monitor investigations, reviewing insurance policies, analysis of statistical data related to providing all aspects of compliance or risk management for commercial lines, marketing, underwriting, audits, new coverage initiatives, underwriting issues, broker liaison, improving internal policies and procedures as well as presenting to smaller groups of professionals
- Manage national clients related to property and casualty and liaising with brokers
- Manage risk management process from start to finish
- Troubleshoot all settlements, fraud, subrogation, liens and resolutions related risk
- Assist with implementation of new policies and procedures for clients
- Work under little supervision
- Manage target budgets and minimizing risk of financial loss to the company.
Candidate Should Possess:
- At least 8 years+ of property and casualty insurance sector, working for a broker, consulting or law firm
- CPCU or ARM certification is helpful
- Strong written and verbal skills with above average computer skills
- Experienced in contract reviews/revisions and negotiating with brokers
- Comfortable to work in a smaller team-oriented environment
- Strong adherence to new policies and procedures directed by senior management.
This is a great opportunity for an insurance professional, looking for a quality of work/life balance, working with a great group of professionals. The company likes to promote from within and there is extensive ongoing training and career progression. Should you feel you meet the above criteria, please send a detailed cover letter (stating current salary and salary expectations) to:
Paul Feeney
Managing Director
Sanford Rose Associates – Wayne
Remote working/work at home options are available for this role.
We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.
In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.
Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.
The role is remote and open to anyone with an interest in personal finance or household budgeting.
Remote working/work at home options are available for this role.
Location: Melville, NY | Full-Time
Base Salary + Uncapped Commission | Paid Training | Fast-Track Career Growth
Launch Your Sales Career with Big Think Capital
If you’re a recent college graduate who is competitive, driven, and ready to build real earning power early in your career, this is your opportunity.
Big Think Capital is hiring entry-level Inside Sales Representatives to join our high-performance sales team. This is not a “starter job” where you wait years for advancement. It’s a structured path to strong income, professional development, and leadership opportunities.
You bring the work ethic. We provide the training, leads, and platform.
About Big Think Capital
Big Think Capital is a nationally recognized business lending marketplace that has funded over $1 billion for more than 25,000 small and mid-sized businesses across the country.
- Named Top Business Lending Firm of 2024 by Financial Services Review
- #1 Finance Broker on Trustpilot
- Certified Great Place to Work
We are growing rapidly and promote from within. Performance drives opportunity.
The Role: Entry-Level Funding Associate
As an Inside Sales Representative, you will work directly with business owners who have already expressed interest in securing funding. This is a warm-lead sales environment — no cold calling.
You will:
- Speak with inbound, pre-qualified business owners
- Understand their financial needs and growth goals
- Present tailored funding solutions
- Manage your pipeline from first call to close
- Build trusted relationships through consultative selling
- Consistently work toward and exceed performance goals
You will receive hands-on sales training, daily coaching, and mentorship from experienced leaders. We invest heavily in developing top producers.
Who This Role Is Built For
- Recent college graduates eager to build a career in sales
- Competitive, goal-oriented individuals
- Former athletes or high-achievers who thrive in performance-driven environments
- Individuals motivated by income growth and advancement
- Professionals looking for a clear path to leadership within 1–3 years
Prior sales experience is not required. Coachability and drive are.
Compensation & Growth
- Competitive base salary
- Uncapped commission structure
- Clear promotion track to senior and leadership roles
- Ongoing training and mentorship
- Full benefits package including medical, dental, vision, PTO, and 401(k)
- Modern office with advanced CRM and sales tools
Top performers are rewarded accordingly, with strong income potential and accelerated career progression.
What We’re Looking For
- Strong communication skills
- High energy and resilience
- Coachable and open to feedback
- Self-motivated with a strong work ethic
- Desire to build a long-term career in sales and finance
Build Your Career Where Performance Is Recognized
At Big Think Capital, your results directly impact your growth and income. If you are ready to take ownership of your career and develop into a high-performing sales professional, we want to meet you.
Apply today to begin your career with Big Think Capital.
This Jobot Consulting Job is hosted by: Adam Bennett
Are you a fit? Easy Apply now by clicking the "Apply" button
and sending us your resume.
Salary: $50 - $75 per hour
A bit about us:
We’re a technology-forward organization with a distributed workforce and a strong emphasis on security, reliability, and end-user experience. Our internal IT team supports a modern endpoint environment and values pragmatic solutions over overengineering. We’re looking to augment that team with deep Intune expertise to ensure our device management strategy continues to scale cleanly and securely.
Why join us?
This is a low-noise, high-impact consulting engagement. You’ll be working with a capable internal team that knows what it wants and values expert guidance. The work is steady but flexible — a few hours per week over the next year or longer — making it ideal for someone who enjoys advisory work without the overhead of a full-time role. You’ll have autonomy, minimal bureaucracy, and the opportunity to shape long-term endpoint management decisions.
Job Details
We’re seeking a senior-level Microsoft Intune expert to act as an ongoing advisor and escalation resource. This role is not ticket-heavy or operationally reactive. Instead, you’ll provide guidance, refinement, and occasional hands-on support related to Intune and endpoint management.
Responsibilities
Serve as a subject-matter expert for Microsoft Intune and endpoint management
Review, design, and refine Intune policies for Windows and mobile devices
Advise on device enrollment, compliance, conditional access, and security posture
Support changes, rollouts, and troubleshooting as needed
Act as an escalation point for complex Intune-related issues
Partner with internal IT on best practices and roadmap decisions
Requirements
Deep, hands-on experience with Microsoft Intune in production environments
Strong understanding of endpoint security, device compliance, and MDM/MAM concepts
Experience supporting Windows devices; mobile (iOS/Android) a plus
Comfortable working independently in an advisory capacity
Able to translate technical decisions into practical guidance
Engagement Details
Part-time consulting role (a few hours per week)
Long-term engagement (12 months+, likely to extend)
Fully remote
Flexible schedule
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: /privacy-policy
This Jobot Consulting Job is hosted by: Joshua Tacke
Are you a fit? Easy Apply now by clicking the "Apply" button
and sending us your resume.
Salary: $33 - $36 per hour
A bit about us:
We are an award winning outpatient surgery group with a locations throughout the Tri-State Area.
This is a fantastic temp-to-perm opportunity in the Revenue Cycle Department - you'll be working HYBRID out of any office in Long Island, Manhattan, Jersey, or Staten.
Do you have 3+ years of medical coding experience in an outpatient setting (ideally surgery)? Are you CPC certified?
Are you open to a temp-to-perm role, with an opportunity to work with a great Rev Cycle/Billing Leader?
If interested reach out to me TODAY:
347-424-4699
Why join us?
- 401k with 4% Employer Match!
- Strong Career Growth and Development with Established RCM Leader.
- Expanding, stable healthcare organziation with locations throughout NYC Metro, NJ, and CT.
- Collaborative culture with friendly team
- Family environment where everyone will know your name
Job Details
- 1+ year of Medical Coding in Outpatient Setting - Surgical Coding Ideal
- CPC Required
- Ability to utilize insurance websites proficiently
- Microsoft Office Suite: Word, Excel, Outlook, PowerPoint
- Works with Electronic Health Records
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: /privacy-policy
Remote working/work at home options are available for this role.
This Jobot Job is hosted by: Joshua Tacke
Are you a fit? Easy Apply now by clicking the "Apply" button
and sending us your resume.
Salary: $31 - $35 per hour
A bit about us:
We are an award winning outpatient surgery group based in Long Island.
This is a fantastic direct hire opportunity in the Revenue Cycle Department. Come join the team!
Do you have 2+ years of medical coding experience in an outpatient setting (ideally surgery)?
If interested reach out to me TODAY:
347-424-4699
Why join us?
- 401k with 4% Employer Match!
- Strong Career Growth and Development with Established RCM Leader.
- Expanding, stable healthcare organziation based in Long Island
- Collaborative culture with friendly team
- Family environment where everyone will know your name
Job Details
- 1+ year of Medical Coding in Outpatient Setting - Surgical Coding Ideal
- CPC Required
- Ability to utilize insurance websites proficiently
- Microsoft Office Suite: Word, Excel, Outlook, PowerPoint
- Works with Electronic Health Records
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: /privacy-policy
