Coastal Community Bank

Application Engineer

• Own the end-to-end lifecycle for our COTS and SaaS application portfolio.
• Engineer security-first principles into Coastal’s core identity services.
• Design and enforce access models that enable the business while maintaining least privilege and separation of duties (SoD).
• Automate joiner-mover-leaver processes and define standard access profiles aligned to roles across Coastal.
• Collaborate with HR, Finance, Risk/Compliance, Security, and business leaders for scalable identity governance.
• Design and operate identity lifecycle automation across directories, SaaS apps, and groups using HRIS/source-of-truth and SCIM/API integrations.
• Configure new applications and federated trusts (SAML/OIDC) in IdPs.
• Develop integrations and scripts (Python, TypeScript, and PowerShell preferred).
• Lead the COTS/SaaS application lifecycle and partner with business units to define application access models.
• Prepare audit evidence packages and lead remediation of exceptions.

IAM Engineer, Enterprise Applications

Product Manager

• Own the product lifecycle for specific initiatives, from ideation to launch and iteration, defining the "what" and "why" behind product decisions with a sharp focus on customer value and business outcomes.
• Relentlessly advocate for customer needs, using research, feedback, and empathy to guide product development and prioritize what matters most.
• Collaborate with engineering, design, compliance, and operations to deliver high-quality products with a strong bias toward execution and measurable impact.
• Use data to inform every stage of development, identifying opportunities, shaping priorities, measuring success, and optimizing performance.
• Apply a hypothesis-driven approach to product development, leveraging A/B testing and experimentation to validate ideas and learn quickly.
• Continuously identify opportunities to improve product performance, user experience, and internal workflows, driving toward constant iteration and improvement.
• Stay curious and informed about emerging technologies, especially AI and automation, and proactively propose how they can be applied to improve products and internal capabilities.
• Contribute to product strategy and roadmaps by synthesizing insights from customers, market trends, internal teams, and performance metrics.
• Actively engage with customers, partners, and cross-functional teams to validate ideas, resolve issues, and build transparency and trust.
• Thrive in a fast-paced, evolving environment, demonstrating initiative, managing ambiguity, and pushing ideas forward without waiting for permission.

Product Manager III – Data

Financial Planning and Analysis

• Leading the annual budgeting process, quarterly forecasting cycles, and long-term financial planning efforts, creating cohesive plans that are both achievable and supportive of business strategy.
• Developing business review packages that clearly articulate variances from plan, highlight key trends, opportunities, and risks, and provide insight into relevant financial drivers, with presentation to senior leadership on recurring monthly basis.
• Managing internal management reporting across business lines and responsibility centers to produce financial and key metric outlooks for the current period which assist senior management in assessing and addressing business risks and opportunities timely and aligning key performance indicators with financial forecasts and plans.
• Determining the budgetary impact of initiatives and strategic business decisions and incorporating the impact into future financial forecasts and plans.
• Directing FP&A team resources including managing expectations at various levels across the organization and partnering with key stakeholders from different business functions and responsibility centers to drive overall business success.
• Designing and producing regular and ad-hoc financial reports and dashboards to assist with business planning.
• Supporting revenue enhancement and cost optimization initiatives while maintaining a strong control environment and ensuring compliance with applicable policies and procedures.
• Driving pricing and margin high performance by analyzing and optimizing the bank's product and service pricing strategies.
• Driving change and transformation initiatives within the FP&A function and across the organization further leveraging automation and driving efficiency at scale.
• Supporting the creation of functional financial modeling architecture and strategy needed to provide reporting and insights on an ongoing basis, with a focus on design, functionality, and efficiency.
• Supporting the implementation and ongoing maintenance of Vena Solutions including report and template development, hierarchy administration, and ongoing continuous improvement.
• Integrating information from multiple sources (e.g., financial and operational systems) to enable more efficient processes, enhanced analysis, and streamlined reporting.
• Overseeing the development and ongoing maintenance of effective Internal Controls over Financial Reporting for the FP&A function.
• Ensuring FP&A policies and procedures are timely updated and reviewed to ensure compliance with regulatory requirements, including consideration of bank size, complexity, and operations.
• Supporting senior management and others in ad-hoc data requests and other special projects.

Senior Director, Financial Planning & Analysis

Account Manager

• Serve as the primary contact for assigned fintech partners, building trust and driving alignment between partner objectives and bank priorities.
• Monitor partner performance against contractual, regulatory, and operational requirements.
• Ensure partners are successfully using bank platforms and processes, providing guidance and resources to improve efficiency and adoption.
• Take ownership of partner issues, driving resolution efficiently and independently, while ensuring executive visibility on critical matters.
• Develop and maintain plans for each partner, outlining strategic goals, compliance checkpoints, and opportunities for program expansion, cross-sell, and revenue growth.
• Drive collaboration with Compliance, Risk, Operations, Product, and Finance teams to support partner initiatives and audits.
• Track account metrics (transaction volume, risk events, partner escalations, SLAs) to identify trends and recommend optimization strategies.
• Lead quarterly business reviews (QBRs) and provide regular reporting to partners and internal stakeholders.
• Contribute to the evolution of SOPs, escalation playbooks, and partner experience frameworks.

Fintech Account Manager

• Support Company leadership with financial planning, analysis, and reporting of the performance of the organization including annual budgeting, quarterly forecasting, monthly Board reporting and analyses, and ongoing ad hoc analyses.
• Assist with building and maintaining the Company’s long-term financial model and provide recommendations on key financial decisions to the leadership team.
• Develop presentations and communicate key business trends to leadership.
• Collaborate with subject matter experts across the Company to understand underlying drivers of financial performance and integrate into reforecast and budget.
• Support ad hoc finance transformation projects, automation, tool implementation, and data optimization initiatives to drive operational improvements at scale.
• Support Finance team with a FP&A system implementation and continued maintenance thereafter.
• Build scalable financial models and management reporting templates that can be used by other members of the Finance team.

Financial Analyst – FP&A

Implementation Specialist

• Own the full lifecycle of partner implementations from kickoff through go-live.
• Build and manage detailed project plans, timelines, and deliverables.
• Identify and manage risks, issues, and dependencies; escalate where necessary.
• Serve as the main point of contact for fintech partners during onboarding.
• Translate partner business and technical requirements into actionable internal deliverables.
• Provide clear, consistent communication to partners and stakeholders.
• Guide partners through API integrations, file exchanges (SFTP, JSON, XML), and testing.
• Coordinate UAT, production validation, and post-launch transition to relationship management.
• Create and maintain partner-facing documentation, playbooks, and guides.
• Manage implementation governance processes and milestones.
• Contribute to improving onboarding frameworks, templates, and automation for scalability.
• Partner with Product and Engineering to provide feedback that improves our BaaS platform.

Implementation Manager

Solutions Engineer

• Lead fintech partner technical scoping, including discovery sessions, funds-flow design, sandbox setup, UAT, and go-live coordination
• Help maintain partner-facing APIs, authentication, and webhook flows, ensuring clear documentation (OpenAPI/Swagger, Postman collections) for developer usability
• Translate partner business requirements into detailed solution designs and PRDs, working with Coastal Product and Compliance to align with contractual obligations
• Coordinate with processors, networks, and third-party vendors on certifications, file specs, and program modifications
• Define and validate funds flows, settlements, GL postings, and reconciliations, enabling accurate financial reporting and operational efficiency
• Collaborate with engineering on schema design, data mapping, and ETL pipelines to support reporting, reconciliation, and analytics
• Support due diligence and technical risk reviews during the fintech partner evaluation process
• Represent Coastal at partner meetings, articulating technical and compliance capabilities in clear terms
• Provide technical consultation on new BaaS product features, shaping the roadmap based on partner demand and market trends

Risk

• Assist in developing processes to enhance BaaS Risk & Controls Program.
• Assist in creating and maintaining Partner Audit Risk assessments, focusing on key risks of the Partner and BaaS services.
• Facilitate Partner audits with external audit firms, Fintech Partners and Internal Audit, as needed.
• Coordinate scheduling Partner audits with audit firms and Fintech partners to ensure timely engagement and completion.
• Partner with internal Subject Matter Experts to ensure Partner Audits address key risk to the BaaS program.
• Assist in evaluating and updating Partner audit scopes for audits including BSA, General Compliance, IT General Controls, IT Security Assessments, Deposit and Lending Compliance, and Operational audits.
• Assist in reviewing Partner engagement letters and audit reports to ensure scoping requirements were met and properly tested.
• Assist in reviewing audit findings and remediation plans to ensure key risks are addressed timely and appropriately.
• Assist in analysis of audit risk trends across all Partners to identify improvement opportunities to the CCBX program.
• Coordinate and assist in oversight audits, tracking any findings to remediation.
• Assist in training department staff to further their skills and expertise.
• Maintain proficient knowledge of applicable rules and regulations and follow all regulatory and compliance requirements.
• Make recommendations to the Risk & Controls Manager when and where appropriate.

Risk and Control Analyst III

Security Operations

• Build and run Coastal’s 24×7 Security and Threat Operations capability across hybrid on‑prem and cloud environments
• Stand up and lead a lean, automation-driven Security and Threat Operations team including hiring, coaching, and career development
• Establish operating rhythms (standups, metrics reviews, post-incident retrospectives) and SOPs for response, containment, eradication, and recovery
• Build and maintain Security and Threat Operations strategy with the CISO and stakeholders; develop and report KPIs and KRIs
• Align SecOps processes to FFIEC/GLBA and industry frameworks (NIST CSF, Cyber Risk Institute Profile); prepare audit/exam evidence and board-level reporting
• Coach analysts on analytical rigor, bias reduction, and structured investigations; promote a blameless, learning-oriented culture
• Own SIEM/SOAR strategy and daily operations; drive log onboarding, normalization, and high-fidelity detections across AD, Entra ID, Okta, Azure, Zscaler, endpoints, M365, SaaS, Azure IaaS/PaaS, custom APIs, banking core, and financial systems
• Coordinate with Engineering and IT to build detection engineering into the SDLC; develop, test, and maintain detection content (KQL/Sigma), alert routing, and enrichment
• Integrate threat intelligence into detections and response workflows
• Serve as incident response commander for high-severity incidents; coordinate cross-functional responders and maintain/exercise incident response plans, runbooks, and playbooks
• Mature evidence handling, forensics workflows, and case management; ensure regulator-ready documentation and drive post-incident reviews with measurable corrective actions
• Own vulnerability and exposure management lifecycle across servers, endpoints, network, cloud subscriptions, containers/images, and custom APIs; prioritize remediation using risk-based scoring and exploit intelligence
• Track configuration and identity hygiene (privileged accounts, conditional access, MFA coverage, device compliance) and partner with owners to close gaps
• Build and mature threat hunting and purple team functions
• Lead day-to-day oversight of third-party SOC/MSSP: queue hygiene, case quality, SLAs, runbook adherence, tuning, tooling integrations, data retention, and access compliance

Cybersecurity Operations and Incident Response Manager

IT Support

• Provide expert-level guidance for the IT support team and drive IT Service Management process improvements
• Lead training and documentation efforts, enforce best practices and process adherence, and maintain high SLAs
• Mentor and coach junior IT engineers and foster a culture of accountability and shared knowledge
• Automate onboarding, provisioning, patching, deprovisioning, and configuration workflows via scripting and infrastructure-as-code
• Oversee troubleshooting and resolution of hardware, software, network, and cloud service issues to ensure minimal downtime
• Lead device lifecycle management for Windows and MacOS laptop fleets including automated provisioning and compliance monitoring
• Develop, enforce, and update procedures and best practices emphasizing zero-trust security models and disaster recovery
• Monitor system performance using fleet management and advanced analytics to proactively resolve issues
• Maintain, optimize, and secure IT systems ensuring compliance with regulations (e.g., FFIEC and CPRA)
• Identify cross-functional process gaps and lead projects to scale service delivery and reduce manual toil
• Collaborate with cross-functional teams to implement AI-driven tools, automation, and cloud-based platforms
• Design and deliver training programs to enhance technical literacy and cybersecurity awareness

IT Support Lead

Manager

• Manage partner credit relationships, fostering collaboration between internal departments and fintech partners.
• Support the development and implementation of partner credit policies, risk frameworks, and underwriting processes.
• Conduct basic portfolio analytics to identify trends, assess credit risks, and generate reports.
• Assist in monitoring credit loss rates, delinquency trends, and default rates.
• Ensure compliance with banking regulations, fintech policies, and industry standards.
• Work cross-functionally to support credit strategy initiatives within the CCBX division.