Live Oak Bank

Accounting Manager

• Serve as the dedicated accounting subject matter expert for all loan and deposit product workflows
• Oversee accounting operations for loan secondary market activities
• Provide on‑the‑floor support to operations teams
• Identify accounting implications of operational changes
• Oversee operational-level SOX controls
• Collaborate within accounting to maintain accurate alignment between operational systems and the general ledger
• Produce analysis explaining variances between expected and actual financial outcomes tied to operational activity
• Review loan and deposit operational processes for alignment with accounting standards and recommend improvements

Accounting Manager, Loan & Deposit Operations

Business Development Rep

• Drive revenue and close deals
• Own a quota and consistently deliver against embedded banking revenue targets
• Source, qualify, and close new embedded banking partnerships with vertical SaaS platforms, fintechs, and ecosystem partners
• Lead end-to-end sales cycles, from prospecting and discovery through negotiation, contracting, and launch
• Sell value, not just product
• Tailor pitches and solution narratives to specific verticals, using real partner use cases and outcomes
• Run high-impact discovery conversations that uncover partner pain points, growth goals, and monetization opportunities
• Collaborate closely with prospective partners to design solutions aligned to their workflows, customer journeys, and business models
• Lead and coordinate customized demos, proof of concepts (POCs), and pilot programs that clearly demonstrate business value and technical feasibility
• Position Live Oak’s embedded banking capabilities as a strategic growth lever, not just a technical integration
• Partner cross-functionally to win and launch
• Work closely with Solutions Engineering, Product, Risk, Compliance, and Legal to move deals forward efficiently
• Help shape deal structures, pricing, and economics that align partner value with Live Oak’s risk and operating model
• Ensure smooth handoff from closed deal to implementation with clear success criteria
• Maintain a healthy, high-quality pipeline through outbound prospecting, referrals, and ecosystem relationships
• Represent Live Oak Embedded Banking at industry events, conferences, and partner meetings
• Provide market feedback to inform product roadmap and go-to-market strategy
• Maintain a high standard of regulatory awareness including BSA, AML, CIP, and OFAC

Business Development Officer, Embedded Banking

Compliance

• Evaluate newly boarded loans for data standards
• Assess loan modifications for documentation accuracy
• Verify file maintenance updates by team members
• Validate payoff activity for accuracy
• Monitor daily operational reports for errors
• Contribute to audit preparation and respond to inquiries
• Reconcile general ledger accounts
• Assist training new team members

Loan Operations Compliance Specialist

Operations

• Support loan activities after closing, including funding and account maintenance
• Manage core system data and operational processes for specialized lending products
• Perform general ledger and account reconciliations
• Onboard loans and design onboarding procedures
• Support audits and prepare documentation
• Create and improve departmental procedures

Senior Loan Operations Specialist

Data Analyst

• Drive strategic decisions at Live Oak by analyzing and presenting data and supporting fraud prevention strategies.
• Collaborate with fraud analysts, investigators, and the investigations manager to enhance data and reporting.
• Design and build new data set processes for modeling, data mining, and data analysis.
• Provide alert support to address emerging threats.
• Analyze data to determine fraud system rules for fraud mitigation.
• Communicate with management to present analysis in a concise and actionable way.
• Implement and maintain systems/processes for data analysis and management.

Accounting Manager, Loan & Deposit Operations

Business Development Officer, Embedded Banking

Loan Operations Compliance Specialist

Senior Loan Operations Specialist

Fraud Analytics Analyst