Account specialist jobs in Kendale Lakes, FL

Epic Professional Billing Analyst (W-2 only, no 3rd parties, no C2C, no visas) Start: ASAP Length: Perm/FTE Bill Rate: $89K - 110K Onsite/Remote: Hybrid 50% onsite (needs to be onsite 5 out of 10 working days 50% of pay cycle) Job Scope/Summary: This position is responsible for administration and support related to our Client's business or clinical applications. Provides day-to-day management of applications for moderately complex or standard applications. Responsible for supporting systems designing, building/configuring, testing, debugging and installation in partnership with business application vendors for technical support. Requirements · Epic Resolute PB Cert · Strong knowledge for Rev Cycle as a whole Preferred: 3-5 years Epic Resolute Billing IT build experience

Salary: $65,000+ depending on experience Skills: Revenue Cycle Management (RCM), Medical Billing, ICD/CPT/HCPCS Coding, Team Leadership, Claims Management About the Health Care Company / The Opportunity: Join a respected leader within the health care industry, dedicated to operational excellence and continuous improvement in revenue cycle management. This is an exciting opportunity for an experienced professional to oversee a high-performing billing and coding team in a fast-paced, dynamic environment. As a Medical Billing/Coding Supervisor, you will play a pivotal role in ensuring regulatory compliance, claim accuracy, and timely reimbursement to support quality patient care and organizational growth. Responsibilities: Supervise a team responsible for translating services, diagnoses, and equipment into accurate ICD, CPT, and HCPCS codes. Oversee the preparation and submission of insurance claims, ensuring accuracy, completeness, and compliance with regulatory requirements. Manage follow-up processes on unpaid or denied claims, resolving discrepancies to maximize reimbursement. Maintain strict confidentiality and adhere to HIPAA and company policies at all times. Coordinate communication between healthcare providers, patients, and insurance companies to address billing and coding concerns. Ensure the team stays updated on evolving medical billing and coding regulations. Implement and monitor KPIs and QA processes to drive coding accuracy and team consistency. Provide leadership, guidance, and ongoing training to team members, fostering continuous development. Develop operational strategies to enhance efficiency and effectiveness in billing operations. Must-Have Skills: Expertise in healthcare billing software and Electronic Health Record (EHR) systems. In-depth knowledge of insurance plans, claim lifecycles, and reimbursement processes-including commercial, government, in-network, and out-of-network coverage. Exceptional attention to detail, organizational, and multitasking capabilities. Proven leadership or supervisory experience within a substance abuse or healthcare RCM billing/coding environment. Strong communication and analytical problem-solving skills. Comprehensive understanding of medical terminology, anatomy, physiology, HIPAA rules, and compliance standards. Experience in medical billing and coding in healthcare or hospital settings. Nice-to-Have Skills: Associate's or Bachelor's degree in a related field. AAPC or equivalent coding certification. Demonstrated experience managing teams in substance abuse billing environments. Success in developing and implementing process improvements within billing operations. Commitment to ongoing professional development and training.

Vaco is hiring for Medical Credit Coordinators Hours: Monday - Friday, 8 AM - 5 PM Compensation: $18-$23hour Vaco is seeking a detail-oriented Medical Credit Coordinator to review and resolve credit balances on patient and insurance accounts. This contract role offers the potential for permanent placement based on performance. Key Responsibilities: Analyze and resolve patient and insurance credit balances. Identify overpayments and claim processing errors. Investigate benefit discrepancies and ensure accurate refunds or adjustments. Verify contracted rates and fee schedules for payment accuracy. Collaborate with collections and health plan teams to resolve issues. Maintain accurate records of investigations and outcomes. Qualifications: 1-2 years of experience in medical collections or health plan contracting. Knowledge of EOBs, eligibility verification, and patient benefits. Strong attention to detail and analytical skills. Experience with Medtrac or similar systems is a plus. Apply today if you're a detail-oriented professional looking to contribute in a dynamic healthcare environment! Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.

Bleacher Breaks is looking for full-time talent to host daily livestreams directed toward live auctions selling sports cards,coins,pokemon, etc. The ideal candidate can communicate, entertain, and engage customers/viewers in a livestream. Responsibilities: Host and lead live auctions Drive sales through enthusiastic and informed product presentation Engage with viewers in real-time to answer questions, provide insights, and maintain high energy Accurately represent the value, rarity, and appeal Assist with pre-stream preparation and post-stream follow-up as needed Collaborate with marketing and operations teams to optimize stream success Qualifications: Exceptional verbal communication and on-camera presence Strong sales skills and a natural ability to connect with a live audience Understanding with collectibles or willingness to learn Ability to multitask in a fast-paced, live environment Prior experience in sales is a plus Highly dependable, punctual, and detail-oriented About Us Bleacher Breaks is an innovative and well known Sports card,Pokémon, Coin breaking business located in Boca Raton, Florida. Bleacher Breaks is an established company in the the sports card breaking sector that connects with customers through social media and the live auction platform. Our work environment includes lively office atmosphere, inclusive culture, and flexible working hours. See us in action: ******************************************* Find us on social: *****************************************

The Client Specialist III position is responsible for assisting Relationship Managers, Portfolio Officers, and Managers with the overall administrative functions and responsibilities of developing and maintaining a portfolio of commercial loans and accounts, while enhancing the customer experience with servicing their needs within that portfolio (services, deposits, loans, etc.). Duties and responsibilities include: Work closely with Relationship Managers and Portfolio Officers and facilitate loan processing and other general service requests: a) Resolve customer inquiries and service requests with accounts and loans; b) prepares account maintenance forms; c) process loan payments/debit instructions; d) receives and forwards loan documents to support areas for processing pay-off, estoppel requests and satisfaction of mortgages; e) Collects fees for 3rd party services; f) Notifies customer of renewal status due and provides list of required financial information; and g) prepare reports and monitor overdrafts; Assist Relationship Managers and Portfolio Officers in conducting the customer “onboarding” efforts, including any ongoing servicing items, such as: a) Ensure auto debit is set up; b) Ensure real estate tax and insurance escrow (if applicable) is properly set up; c) Engage Treasury Management Department to set up bank's treasury products (Online Banking, Remote Deposit Capture, etc.) for the customer. This includes general overall support when necessary with loan closings and interaction with the customer, if/when necessary; Gather/review corresponding loan/credit documentation pre and post closing and to prepare all required forms, legal searches conducted via Internet access, update credit files and prepare all corresponding checklists, etc.; Responsible for opening depository accounts and maintenance, which includes proper processing and collection of related forms and documents; Perform common administrative tasks and handle both internal and external correspondences such as answering phone calls and emails within a timely manner. This includes preparing FedEx mailings, obtaining stamps or signature, tickets, and internal transfer requests. This may include scheduling and coordination of Relationship Manager, Portfolio Officers, and/or other Manager functions and tasks to assure smooth operational flow; Upload and clear tracking exceptions such as site visit reports, annual reviews, financial reports, etc. to maintain asset quality; Monitor and manage overdrafts and past-due reports, which may include calling the customers; Confirm wire(s) with customers, pursuant to fraud alert notifications, where applicable; Prepare minimum balance covenant certificates; Prepare the BSA/compliance package for internal review. This includes organizing, collection, and review of all formation documents, including but not limited to operating agreements, partnership agreements, good standings, articles of incorporation/organization, certificate of formation, copies of trusts, pertaining to each and all entities included in the organization chart of the customer. This involves assisting Relationship Managers and Portfolio Officers with the investigation of BSA issues; Organize detailed Organization Chart either provided or prepared along with preparing Adverse Media and Lexis Nexis; Review post-closing loan documentation collection and verification to maintain adequate quality controls; Process invoices from vendors and retrieve proper approvals to submit to accounts payable. Follow up with accounts payable to ensure that payment to vendors have been issued. Minimum Education and/or Certifications Requirements: Bachelor's Degree required or pursuing a Bachelor's degree Formal credit training is a plus Minimum Work Experience Requirements: 3+ years of experience as a Lending Administrative Assistant Technical and/or Other Essential Knowledge: Banking regulations, loan documentation including mortgages. Basic analyzing Financial Statement knowledge Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint

The Client Specialist III position is responsible for assisting Relationship Managers, Portfolio Officers, and Managers with the overall administrative functions and responsibilities of developing and maintaining a portfolio of commercial loans and accounts, while enhancing the customer experience with servicing their needs within that portfolio (services, deposits, loans, etc.). Duties and responsibilities include: * Work closely with Relationship Managers and Portfolio Officers and facilitate loan processing and other general service requests: a) Resolve customer inquiries and service requests with accounts and loans; b) prepares account maintenance forms; c) process loan payments/debit instructions; d) receives and forwards loan documents to support areas for processing pay-off, estoppel requests and satisfaction of mortgages; e) Collects fees for 3rd party services; f) Notifies customer of renewal status due and provides list of required financial information; and g) prepare reports and monitor overdrafts; * Assist Relationship Managers and Portfolio Officers in conducting the customer "onboarding" efforts, including any ongoing servicing items, such as: a) Ensure auto debit is set up; b) Ensure real estate tax and insurance escrow (if applicable) is properly set up; c) Engage Treasury Management Department to set up bank's treasury products (Online Banking, Remote Deposit Capture, etc.) for the customer. This includes general overall support when necessary with loan closings and interaction with the customer, if/when necessary; * Gather/review corresponding loan/credit documentation pre and post closing and to prepare all required forms, legal searches conducted via Internet access, update credit files and prepare all corresponding checklists, etc.; * Responsible for opening depository accounts and maintenance, which includes proper processing and collection of related forms and documents; * Perform common administrative tasks and handle both internal and external correspondences such as answering phone calls and emails within a timely manner. This includes preparing FedEx mailings, obtaining stamps or signature, tickets, and internal transfer requests. This may include scheduling and coordination of Relationship Manager, Portfolio Officers, and/or other Manager functions and tasks to assure smooth operational flow; * Upload and clear tracking exceptions such as site visit reports, annual reviews, financial reports, etc. to maintain asset quality; * Monitor and manage overdrafts and past-due reports, which may include calling the customers; * Confirm wire(s) with customers, pursuant to fraud alert notifications, where applicable; * Prepare minimum balance covenant certificates; * Prepare the BSA/compliance package for internal review. This includes organizing, collection, and review of all formation documents, including but not limited to operating agreements, partnership agreements, good standings, articles of incorporation/organization, certificate of formation, copies of trusts, pertaining to each and all entities included in the organization chart of the customer. This involves assisting Relationship Managers and Portfolio Officers with the investigation of BSA issues; * Organize detailed Organization Chart either provided or prepared along with preparing Adverse Media and Lexis Nexis; * Review post-closing loan documentation collection and verification to maintain adequate quality controls; * Process invoices from vendors and retrieve proper approvals to submit to accounts payable. Follow up with accounts payable to ensure that payment to vendors have been issued. Minimum Education and/or Certifications Requirements: Bachelor's Degree required or pursuing a Bachelor's degree Formal credit training is a plus Minimum Work Experience Requirements: 3+ years of experience as a Lending Administrative Assistant Technical and/or Other Essential Knowledge: Banking regulations, loan documentation including mortgages. Basic analyzing Financial Statement knowledge Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint

If you're seeking a role where you can truly impact people's lives, Guerra Wealth Advisors is where you need to be! ***Searching for someone that has experience gathering client reviews face-to-face, client testimonies, and going after referrals.*** The Client Success Specialist position fosters client and prospect relationships through the collection of testimonials, feedback, referrals and reviews! This person will drive engagement, receive quality leads, and qualify opportunities. This is achieved through different funnels of interaction while maintaining a sharp in-person and phone presence. They will also have excellent listening skills and the ability to build a rapport with our prospects and clients. ***If you have extensive experience in the Financial industry, retirement investment experience and looking for a unique role within this industry then this role might be the perfect match for you!*** Please join us today by applying! Offering all-in potential from $45,000 to $65,000 annually. We offer salary plus commissions plus bonuses. Objectives and Responsibilities Build relationships with prospects and clients Perform quality control surveys Collect client experience testimonials Gather referral opportunities to expand our reach in the community Coordinate and follow up on each client referral Receive incoming client service calls in a friendly manner Input and update notes into CRM and data trackers Maintain professional communication with clients and staff Assist with CRM updates of prospects information including entering notes, creating contacts, running reports, communicating via phone, text message, and email Assisting in the preparation of the marketing events including contacting and prequalifying all potential clients and attending the events Attend marketing/educational events Pursue ongoing education to enhance industry relevant knowledge Other duties as assigned, which may be subject to change based on the needs of the organization Experience 1+ years of experience in a client facing role Experience in a lead generation role (preferred) Financial industry experience and knowledge (preferred) Excellent interpersonal skills with the ability to establish rapport and trust with clients Strong phone presence Bilingual in English and Spanish with strong verbal and written communication skills in both languages Must be a go-getter, team-player, and hungry for knowledge and growth! Tech-savvy with the ability and willingness to learn new systems, softwares and processes Benefits Base salary plus uncapped commission structure Performance bonuses and team incentives Referral bonuses for business development 401(k) with company matching Health insurance reimbursement program 20+ PTO days combined (PTO, sick, floating holidays, paid holidays and birthday PTO) Sponsored industry training and conference attendance Access to personal financial planning services Bonus compensation for industry certifications and licenses Ongoing education and skill development opportunities Career advancement within a growing, established firm Ready to bring your financial expertise to a role where experience matters? Join a team that values your professional background and offers the opportunity to make a meaningful impact on clients' financial futures while building your own career growth. Apply today to learn more about this unique opportunity! About Guerra Wealth Advisors Guerra Wealth Advisors is a leading Retirement Planning Firm with over 30+ years of experience, driven by a mission to help get our clients to the point where work becomes an option and not an obligation. We achieve this by maximizing returns, minimizing taxes, and protecting our client's legacy. Our vision is to become the most trusted and reputable firm in the country. Guided by our core values, we believe in constant learning and self-improvement. Communication is also crucial as we value words spoken with respect, professionalism, and in alignment with the company's goals. Our commitment to unity is reflected in our "All for one, one for all" core value, fostering a culture of mutual support and responsibility within a dedicated team. Here at Guerra Wealth Advisors, we value ownership, accountability, and unwavering integrity, always striving to do the right thing for our team, company, and clients.

Job DescriptionROLE DESCRIPTION: State Farm Agent is a leading insurance agency dedicated to providing exceptional service to our clients. We are currently seeking a dynamic individual to join our team as a Customer Retention/Billing Specialist - State Farm Agent Team Member. Our ideal candidate is highly organized, detail-oriented, and committed to contributing to a positive and productive workplace. If you thrive in a supportive role and are eager to learn and grow within the insurance industry, we invite you to apply and become a valued member of our team. RESPONSIBILITIES: Greet clients, answer phone calls, respond to emails, and handle client inquiries. Manage schedules, book appointments, and maintain office supplies. Prepare and process insurance forms, manage client files, and ensure all paperwork is accurately completed and filed. Enter client information into the agency management system and update records as necessary. Handle billing inquiries, process payments, follow up on overdue accounts. Act as a liaison between clients and agents, ensuring clear and effective communication. Assist in organizing marketing events, preparing promotional materials, and managing social media accounts. Provide preliminary assistance to clients in the claims process, ensuring proper documentation and communication with claims adjusters. BENEFITS: Monthly Bonuses based on performance Opportunity for advancement Paid time off Health Insurance Retirement Plan Training & development QUALIFICATIONS: Must be able to obtain FL 4-40 Customer Representative License Knowledge of Citizens and EasyLink a must. Previous insurance experience preferred (State Farm) Previous administrative or customer service experience, preferably in an insurance or financial services setting. Proficiency in Microsoft Office Suite and familiarity with agency management software. Excellent verbal and written communication skills. Strong organizational skills with the ability to multitask and prioritize tasks effectively. Friendly and professional demeanor with a strong focus on customer satisfaction. High level of accuracy in data entry and document preparation. Ability to work independently, handle client issues, and find effective resolutions. If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.

Proper review and timely processing of all guest and group billing. ESSENTIAL FUNCTIONS: Compile, create and reconcile group accounts. Calculate and post group billing concessions (Comp rooms, Commissions, Rebates, Tax Exempt) Obtain Catering Management approval prior to sending out Invoices to client. Filter client responses and disputes while coordinating the revisions of final group bills. Ensure proper group methods of payment and authorize or collect estimated balance. Monitor and collect on future groups deposit schedules. Regularly follow-up on previously sent bills to ensure timely collection of payments. Answer, research and respond to all direct hotel guest billing inquires via phone and email. Represent the Accounting Department at weekly resume and occasional pre-convention meetings. Attend Monthly aging and weekly upcoming groups meetings with Credit Manager. Prepare for End of Month closing by accruing for monthly commissions and tax exempts while ensuring all current month adjustments are completed. Assist all other departments with general group and guest accounting requests. Perform all general tasks as requested by the Credit Manager. OTHER: Due to the cyclical nature of the hospitality industry, associates may be required to work varying schedules to reflect the business needs of the resort. Regular attendance in conformance with the standards, which may be established by Trump National Doral - Miami from time to time, is essential to the successful performance of this position. Associates with irregular attendance will be subject to disciplinary action, up to and including termination of employment. Due to the industry that we are in, a need will occur for each associate to provide “Lateral Service”. Our goal is to ensure that we are maximizing customer satisfaction and as a result there will be times when our associates in the Operation will call upon us for support in order to ensure customer satisfaction occurs. When we are fortunate enough for this to occur, each associate will positively respond unless there is a chance that an opportunity resulting in dissatisfying a guest could occur. If this is the case the leader is to be notified and the level of support that is being requested will be obtained. SUPPORTIVE FUNCTIONS: Maintain an open line of communication between guests, associates and management. Assist office in any other administrative duties as needed. Other duties as assigned. SPECIFIC JOB KNOWLEDGE, SKILL AND ABILITY: The individual must possess the following knowledge, skills and abilities and be able to explain and demonstrate that he or she can perform the essential functions of the job with or without reasonable accommodation, using some other combination of skills and abilities. Ability to read, listen and communicate effectively in English. Must have knowledge of general accounting procedures, specifically those related to accounts receivable. Should know about the relevant computer applications. Must be proficient in contract terminology. Must be organized and pay attention to detail and accuracy. Should use their discretion, maintain guest confidentiality and be honest. Must have good communication and problem-solving skills. SAFETY REQUIREMENTS: Personal Protective Equipment (PPE) may be required when performing work duties that may have the potential of risk to your health or safety. The resort will provide the required PPE. Associates will be trained in the proper use and care of any assigned PPE. It is your responsibility to report defective, damaged or lost PPE, or equipment that does not fit properly, to your leader. PHYSICAL REQUIREMENTS: Frequency Key: Never - 0 hours; Rare - up to 1 hour; Occasional - 1-3 hours; Frequent - 3-6 Hours; Constant - 6-8 hours Physical Activity Frequency Sitting Constant Walking Frequent Climbing stairs Rare Standing Frequent Crouching/Bending/Stooping Occasional Reaching Frequent Grasping Frequent Pushing/Pulling Rare Near Vision Constant Far Vision Constant Hearing Constant Talking Constant Lifting/carrying (#50 lbs) Occasional Travel Rare OTHER DUTIES: Assimilate into Trump National Doral - Miami Cultural Foundation through understanding, supporting and participating in all elements of the Trump Cornerstones. Demonstrate working knowledge of the service standards. QUALIFICATION STANDARDS: EDUCATION High school diploma or equivalent. EXPERIENCE: Minimum of 2 years Finance experience for major Hotel Company. At least one year accounts receivable experience preferred. LICENSES OR CERTIFICATES: None required GROOMING: All associates must maintain a neat, clean and well groomed appearance and must adhere to the Doral Golf Resort and Spa Grooming standards provided. OTHER: Additional language ability preferred. Trump National Doral Miami participates in the federal E-Verify program, an electronic system that verifies employment authorization in the United States by comparing information from an employee's Form I-9, Employment Eligibility Verification, with government databases. The company uses E-Verify only after an employee has accepted a job offer and completed the Form I-9. The company does not use E-Verify to pre-screen job applicants or candidates who have not received a job offer from the company.

Here at Clinical Care Medical Centers, we are in need of a Billing Manager with in-depth knowledge of Procedural Coding, identifying appropriate ICD-10 coding based on CMS/HCC categories, CPT, HCPS CMS 1500 FORM, HEDIS, MRA, Super Bill, Electronic Claims Submission and Clearing House Operations, EOB and payments, denials and appeals, Billing, Collections and Appeals processes and Medicare and Medicare Advantage billing methodology and processes. QUALIFICATIONS/EDUCATION: Certified Professional Coder Certification Bi-lingual English/Spanish preferred; must be able to read, write and speak English. 3+ years of experience in Managing a Medical Billing Department. Moderate computer knowledge: MS Word and MS Excel, internet, document with Electronic Health Records and/or authorization system with minimal typing/spelling errors, send e-faxes and email. Strong people skills; independent decision making and customer service oriented. Strong Organizational Skills Credentialing experience, preferred. ESSENTIAL DUTIES AND RESPONSIBILITIES: Review medical records to identify if appropriate ICD-10 coding based on CMS/HCC categories is correct for billing purposes Create and submit insurance claims to different insurance companies Process patients' billing, statements, reimbursement claims, post transaction and data Proper documentation to different level of appeals base on insurance denials Communicating with insurance compliance for claim(s) payment/rejections Submission of Doctor's application(s) for credentialing to insurance company(ies) as well as hospitals Collects patient payments with by mail or via telephone and ensure payments are properly recorded and processed Assist Practice Administrator in updating practice or Doctor's license(s)including but not limited to county, city and CLIA as well as distributing HEDIS/MRA reports to multiple providers Assist in the balancing of copays and Insurance payments for other service facilities Transmit Financial Report to Accountant Review A/R regularly and take the necessary collection action Ensure HEDIS Claims Tracking and Reporting Posting payments via ERA and manual posting of all Medicare, Medicaid and Third-Party Payers Review accounts for possible assignment and make recommendations to the practice administrator Performs other duties as assigned. At Clinical Care Medical Centers, we are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and employees without regard to race, color, religion, sex, pregnancy, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, military and veteran status, and any other characteristic protected by applicable law. Clinical Care Medical Centers believes that diversity and inclusion among our employees is critical to our success as a company. We support an inclusive workplace where employees excel based on personal merit, qualifications, experience, ability, and job performance.

Job DescriptionJob Title: Senior Accounts Payable Specialist Job Type: Full-Time Reports To: Accounts Payable Supervisor Company: LPL Solar LPL Solar is a leading self-perform solar EPC (Engineering, Procurement, Construction) company headquartered in Fort Lauderdale, Florida. We serve utilities and large Independent Power Producers (IPPs) across the U.S., delivering over 20 GW of solar construction experience through more than 200 completed projects across thirteen states and Ontario, Canada. Position Overview: We are seeking an experienced and detail-oriented Senior Accounts Payable Specialist to join our fast-paced accounting team. This role plays a lead function within the Accounts Payable department, responsible for performing more complex tasks such as final approval of credit card transactions, vendor onboarding, and monthly reconciliations. The senior specialist also supports the Accounts Payable Supervisor and may guide or review the work of team members. The ideal candidate has senior-level A/P experience, is highly organized, and has a high level of accuracy. Key Responsibilities: Assist weekly accounts payable run using Sage 300 Select and prepare invoices for weekly A/P run for Accounts Payable Supervisor to pay Review and match invoices, lien waivers, and releases of liens for payment accuracy and timing Final reviewer for AMEX and Comdata credit card transactions to ensure proper coding to department budgets Oversee monthly reconciliation of corporate cards and ensure accurate posting of payment and accounting dates Manage employee receivables for personal charges on corporate cards and communicate repayment instructions to cardholders Perform vendor setup: collect and verify documentation (e.g., W-9s) in compliance with GAAP Ensure adherence to accounting standards and internal controls. Assist with audits by preparing and organizing the required documentation Review and export invoices, ensuring accuracy and completeness of all key details including vendor name, invoice number, payment amount, payment date, and accounting date Assist Accounts Payable Supervisor with reporting and other A/P-related duties Skills & Qualifications: Exceptional attention to detail and high level of accuracy and efficiency Proficient in Microsoft Office Suite and construction accounting systems (Sage 300 preferred) Extensive knowledge of accounts payable processes and specialty contractor accounting practices Education & Experience: Minimum 4 years of A/P experience, with at least 3 years in construction accounting Senior-level A/P experience required Must be able to work on-site full-time at LPL Solar's Fort Lauderdale headquarters Powered by JazzHR u3FvvB3NBR

Titan America, LLC, is a leading environmentally and socially progressive heavy building materials company located in the eastern United States. Titan America is part of the TITAN Group, an independent, multi-regional producer of cement and other related building materials. Our products include cement, aggregate, ready-mixed concrete and fly ash beneficiation. TITAN Group has a record of continuous growth since its establishment in 1902. It has expanded its production and distribution operations into 13 countries, employing more than 5,500 people. Our products protect human life and personal property, improve the quality of life, generate economic prosperity and connect society. We have an excellent opportunity for an Accounts Payable Lead in our Deerfield Beach, Florida office. This salaried non-exempt position reports to the Accounting Services Manager. The primary function of this position is to Lead the Account Payable Clerk team and assist with processing invoices, prepare checks for payment, and maintain proper control of all areas of the payable group within company guidelines. This requires broad knowledge and understanding of various accounting and finance functions. Responsibilities include, but are not limited to, the following: Responsibilities * Verify receipt, price and quantity of all products and services received; code and input outstanding invoices into systems (DataStream & SAP) for payment; and verify computer batch reports for input accuracy. * Reconcile statements, handle vendor concerns, and maintain files for all accounts. * Proof, correct, and post all invoices entered directly into payables systems. * Review vendor statements for past-due invoices and/or credits and follow up as necessary. * Generate various spreadsheets and reports for month/year end. * Match checks with invoices and prepare for mailing. * Maintain working relationships with internal and external contacts. * Evaluate compliance of vendor agreements and reconcile all dispute notifications from vendors against existing agreements. * Serve as a backup to other Accounts Payable Clerk in their absence. Qualifications * Excellent communication skills with professional decorum, oral and written. * Excellent organizational skills with the ability to prioritize responsibilities. * Excellent customer service skills to be utilized internally and externally. * Proficient in Microsoft applications (Word, Excel, Outlook, PowerPoint, etc.) * High School diploma, or equivalent, plus 1-3 years job related experience. * Good mathematical and analytical skills to anticipate problems and provide solutions. * Positive attitude to achieve goals and deliver results. Success begins with hiring the right people to collaborate with us as we grow and develop our business. People are central to everything we do. It is through their efforts and talents that Titan has been successful for over 100 years. Interested, qualified applicants may apply for this position by submitting their resume online at ***************************************** Learn more about us at ********************* EOE/AA‐M/F/H/V

The Wealth Management Client Specialist will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Specialist helps gauge and enhance client satisfaction and ensures adherence to operating procedures. Demonstrates ownership and accountability for data integrity, including accuracy of client data within source systems. Essential Duties and Responsibilities: * Under general supervision, provide overall support to management, advisors and other support staff including, operating the firms business process management system, maintaining appropriate files, monitoring multiple email inboxes, working with back office to ensure processing is completed, handling of inbound calls/requests when needed and all other facets of support activities assigned. * Extensive client contact , involved in all activities that align with prospective and existing clients * Performs account maintenance including money transfer requests, address changes, etc. * Serves as liaison and between sales team, compliance, and other business lines throughout the firm * Manages account opening process, including but not limited to retrieving relevant executed documentation from clients and in compliance with regulatory procedures * Reviews client account activity on a daily, weekly, and monthly basis to ensure overall accuracy, proper settlement, and reconciliation * May attend client meetings, prospect meeting, and client/marketing events * Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadline in a fast-paced work environment. * Coordinate and execute activities such as account paperwork fulfillment, account representative changes, and various project support * Fulfill financial advisor requests and resolve service-related issues and inquiries * Process tasks and resolve issues in a timely and accurate manner * Ensure adherence to compliance operating policies and procedures including maintaining confidentially and client privacy at all times * Maintain a focus on continuous improvement and provides feedback on system enhancements * Master technology to ensure it is being used to its full benefit Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: 1. 0-2 years' experience required; 2-4 years' experience preferred 2. High School diploma required for consideration (or equivalent); Bachelors preferred 3. Proficient use of Microsoft Excel, Word, Outlook & PowerPoint required, experience with DocuSign preferred 4. Accurate typing, spelling & grammar skills. Good written and oral communication skills. Good organizational and customer service skills. General banking and operations experience is helpful 5. FINRA Licenses : Series 7, 66/63 preferred 6. Appropriate State Life & Health Insurance licenses preferred About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Global Credit is a global and diverse organization that plays a critical role in protecting the company and enabling growth. Our department is fundamental for the company and is responsible for supporting our customers in managing their accounts. We also aim to achieve the right balance between enabling spend and taking actions to recover balances as well as limit exposure for American Express. Meaningful, rewarding work performed with integrity. Every one of our Credit Representatives represent the American Express brand. They take work seriously because they are more than just a voice on the phone, they're problem solvers and relationship builders. The people you will work with, and the Customers you will care for, value your passion and unique personality as much as we do. Job Responsibilities\: Consistently deliver extraordinary service on inbound and/or outbound customer calls to review and monitor accounts in a fast-paced, structured, customer care environment. Consult with Card Members to understand intent for card usage as well as reinforcing the relationship by setting the proper expectations for possible credit concerns. Analyse and make decisions based on risk assessment of the Customer profile to uncover the root cause of their concern, while using negotiation skills to execute on the agreed solution Develop key consulting skills, including building a human connection with customers through care and empathy, understanding customer needs, handling objections and providing tailored solutions for different situations. Maintain high level of integrity to work with customer information and meet compliance requirements. Meet and exceed performance goals that include customer satisfaction, consultation, call handling time, schedule adherence and compliance regulations. Minimum Qualifications: Computer literate, able to navigate through multiple computer systems and applications simultaneously, with speed and accuracy. Natural communicator who can demonstrate active listening skills and adapt conversation to suit the situation and the Card Member's communication style. Resilience is needed to efficiently manage a steady stream of diverse customer calls, while balancing performance to meet a variety of metrics. Passion for consultative support, recommending products or solutions tailored to each Card Member. A problem-solver to efficiently evaluate Card Member issues and offer the best inventive solutions with a view to resolving on the first contact. Excellent negotiation, analytical, and decision-making skills, with strong attention to detail and the ability to be assertive. A capacity to learn, willingness to try new things, ability to incorporate feedback and agility through change and difficult situations. Preferred Qualifications: Minimum six months customer service or consultative support experience preferred, ideally in a contact center environment. Additional Requirements\: Flexibility to work anytime between 8\:00am-12\:00pm (midnight), including weekends Hybrid Environment - This position will work in a hybrid model with a combination of in-office three days per week and two virtual workdays from home. Shift differentials for nights and weekends are provided. Candidates must be flexible as shifts will be provided during the training period. Location\: 1500 NW 136th Ave, Sunrise, FL 33323 Salary Range\: $20.00 to $24.00 hourly + bonus + benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window\: https\://******************* Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.

Job DescriptionDescription: All Florida Paper is a leading privately-held distributor in the United States, which supplies over 6,000 products throughout 25 countries and across 10 key market sectors, which include education, healthcare, and foodservice, lodging, supermarkets, and janitorial/sanitation, exporting, and redistribution. By far, our most valuable asset is our employees, which is why for over 30 years, they have been the primary focus of our resources. Position Summary: An essential piece in our Accounting department, this role ensures that our customers accounts are healthy and up to date within our systems. This individual's key role is maintaining and fostering relationships with our customers and their financial information within our database by following up on their payments, sending reminder notifications close to their payment due date and assist them with their payment plans as needed. As a business-to-business organization, this position communicates with the Sales team on any updates relating to customer payment plans as necessary. Our goal is to ensure excellent service standards, respond efficiently to customer inquiries, and maintain high customer satisfaction. This is a 100% on-site position. Essential Duties and Responsibilities: Review and analyze customers' A/R aging reports to identify past due accounts. Communicating effectively to the customers by notifying them on any upcoming or past due payment dates. Maintains a complete and accurate record of all collection efforts including any corrective arrangements and places notes on the customer's account in our system. Work directly with the Customer Service Department and Sales Representatives on accounts on hold and those accounts that have pending orders to ship. Serve as liaison between the Accounting Department and our customers regarding the application of payments, credit memos, and account reconciliation matters. Recommend appropriate changes to customers' credit limits, payment terms, and payment plans. Using the best judgement, determine when collection efforts are no longer effective and escalate accordingly to the Credit Manager. Collaborate with the Credit Manager on accounts that must be placed on hold. Communicate with drivers when COD payments are not available at the time of delivery and find the best resolution. Perform all other duties as assigned by the Manager. Adhere to company policies and procedures. Experience: 1-3 years related experience and/or training in collections. Skills: Must be a self-starter with the ability to work independently. Must demonstrate strong interpersonal and collaborative skills. Must demonstrate strong time management skills. Excellent written and verbal communication skills, in both English and Spanish. Strong planning, organizational, and execution skills. Ability to set goals and meet deadlines. Must provide excellent customer service and display a professional attitude to both external and internal customers. Must demonstrate ownership of assigned responsibilities and the ability to get the job done correctly and in a timely manner. Possess a proactive and positive team approach to problem resolution. Able to establish strong working relationships with co-workers and management. Ability to apply common sense understanding to carry out instructions furnished in written and oral form. We have excellent benefits which include: Medical, Dental, and Vision insurance partially sponsored by the company. Company-sponsored Life Insurance and Short-term disability coverage. 401K program with company matching. Paid Holidays. PTO and Vacation. Weekly discretionary bonus - based on productivity. Requirements:

Exemplifies the Shoes For Crews Path by performing key interactions with customers, sales management, billing staff, and other key personnel to enhance the order to cash process ensuring that payments are collected within the terms of sale, via direct customer contact and account monitoring for a portfolio of customers. Essential Job Functions: Collection of assigned accounts and achieving assigned collection goals. Customer contact methods include phone, email, and specific customer portals. Proactively identifies and works with appropriate billing personnel to rectify reconciliation issues where customers claim invoices were not received in the needed manner. Act as a liaison between sales, customer service, billing, IT, and customer s personnel on key collection issues. Key Responsibilities and Accountabilities: Collect payments to achieve monthly/yearly over 60-day collection goals. Responsible for all accounts (highest to lowest) within assigned portfolio. Logs all collection call activity to ensure ease in follow-up and review/follow-up as needed by other AR personnel where needed. Provide timely, accurate, and professional collection updates to aging reports allowing for needed updates for weekly, and month-end results reporting. Provide AR Manager weekly credit hold updates on accounts within assigned range to ensure customers are removed from credit hold as needed. Take lead in identifying problem collection accounts and escalating to AR Manager for consideration of placing with an outside collection agency. Ensure sales team is advised of any accounts sent to collections. Process customer invoice and statement requests. Utilize the Web Method Ac-hoc reporting tool as necessary to provide requested invoices. Assist with uploading invoices to customer portals as necessary Review and reconcile accounts for write off or 3 rd party collections placement Answer calls on the AR incoming phone loop and handle issues as received. Collect phone credit card payments and forward to cash applications team for processing. Send confirmations to customers after processing. Process incoming e-mails from customers. Process return mail items, address change e-mails, and contact change requests Process internal and external Sales Force tickets within the prescribed SLA Handle mid-size accounts Handle VIP & top customer accounts. Perform related duties as assigned Minimum Requirements: Able to work a full-time schedule Able to work overtime as needed to meet SLA s Accurate and professional written and verbal communication skills Able to perform in a deadline oriented, dynamic environment Demonstrate analytical skills to identify payment trends and take appropriate action A team player willing to assist when needed to improve existing and over-all performance Able to document the results of collection activities and follow-up on payment commitments. Skills and Abilities: NetSuite Experience Minimum 5 years business to business collections and account reconciliation experience Able to work independently as well as with a team Detail oriented Excellent problem solving, negotiation and written communication skills Good organizational, people, and multi-tasking skills Proficient in Excel and Word Education: High School diploma or GED required Associate degree preferred

The City of Opa-locka is seeking an innovative and forward-thinking Finance Director with ERP maintenance and implementation, government finance and financial auditing experience to work for a trend-setting city. This opportunity provides great benefits and competitive pay. NATURE OF WORK Varied responsible work in the Finance Department involved in revenue collection to include but not limited to utility billing and collection, customer relations and related duties. Work includes the management of a computerized utility billing system; establishing and maintaining adequate administrative controls and record keeping procedures; coordinating with meter reading and meter service activities; and researching and settling customer complaints or injuries regarding billings. Employees in this class must exercise a high degree of independent judgement and tact in order to communicate effectively with customers. KEY RESPONSIBILITIES · Prepare or assists in the preparation of utility billings, correspondence in reply to customer inquiries or complaints, statical data for city auditors and outside agencies, and related correspondence. · Prepare the information for computer input regarding billings and billing adjustments to accounts. · Research complex utility account transactions to respond to customer inquiries concerning billing, payments and adjustments. · Coordinate with Water Department operations personnel to schedule the meter reading and testing in response to customer inquiries or complaints. · Serve as backup cashier as needed. · Update and maintain customer accounts with payment history, outstanding balances, and any relevant changes. · Maintain financial and other reports related to uncollected charges and collections. · Answer questions and complaints regarding customers' bills within a reasonable time period and professional manner. · Prepares correspondence concerning services, bills and deposits; initiates work orders for water service turn-on and shut-off as well as the removal of other City charges. · May have preliminary discussion with customers regarding: payment schedules and arrangements · Acquire proper authorization for adjustments to water bills when appropriate · Work effectively with employees, supervisors and the general public · Must be able to work independently within the City's policies and procedures · Operate a variety of general office equipment · Perform other duties as assigned. KNOWLEDGE, ABILITIES AND SKILLS. · Considerable knowledge of Federal, State, County, and City laws and regulations applicable or relating to operations of the Revenue Division. · Considerable knowledge of the principles and practices of public and business administration. · Considerable knowledge of office management and records maintenance (particularly as it relates to the billing and collection of utility accounts) · Knowledge of public relations · Ability to exhibit excellent customer service skills in a positive and effective manner · Some knowledge of basic accounting principles and bookkeeping procedures, and practices · Some knowledge of the operation of water, sewerage, and waste collection systems · Knowledge of computer operations · Strong attention to detail and accuracy with numbers · Ability to write short emails, memos, and other types of communications · Ability to treat information with confidentiality · Ability to communicate effectively, verbally and in writing · Ability to prepare daily, weekly, monthly reports on revenue collected, as needed · Ability to utilize independent judgement in making decisions concerning a variety of administrative and customer problems EDUCATION · Bachelor's degree from an accredited college or university with a major in Accounting, Finance or Business. EXPERIENCE AND TRAINING · Three (3) years full-time paid experience in accounting, computer operations, utility billing and collections, customer service or the equivalent · Maintaining taxes and databases associated information · Working with computer systems and Excel spreadsheet experience · Related experience can substitute for education on a year-for-year basis PHYSICAL DEMANDS AND WORKING ENVIRONMENT While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel and talk or hear. The employee frequently is required to sit, reach with hands and arms, and taste or smell. The employee is occasionally required to stand, walk and climb or balance. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distant vision, color vision, peripheral vision, depth perception, and ability to adjust focus. The employee is required to daily use a computer, telephone, and keyboard, type equipment for long periods of time. The noise level in the work environment is usually quiet. Employment At-Will Employees have a work-at-will relationship throughout their employment. This means that employment is for an undefined period. Either the employee or the City OF Opa-Locka, without cause or notice, may terminate it. Equal Employment Opportunity/EEO The City of Opa-Locka is committed to a policy of equal employment opportunity for all employees and applicants. Under this policy, all employees and applicants will be treated fairly and equally, and the City of Opa-Locka will comply with all applicable local, state, and federal employment discrimination laws. These protections extend to all management practices and decisions, including recruitment and hiring, performance appraisals, promotions, termination, training, and career development. selection of volunteers and vendors, and provision of services. We are committed to providing an inclusive and welcoming environment for all members of our staff, volunteers, subcontractors, vendors, and clients.

Job DescriptionMeet Guerra Wealth Advisors At Guerra Wealth Advisors, we're on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With over three decades of excellence serving clients in South Florida and nationwide, we've built a boutique firm that combines world-class financial expertise with a deeply personal touch. We don't just advise - we educate, empower, and guide families toward financial confidence. Every conversation, every meeting, and every event reflects our core values of trust, integrity, and impact. If you're seeking a role where you can truly impact people's lives, Guerra Wealth Advisors is where you need to be. Role: The Client Success Specialist at Guerra Wealth Advisors plays a vital role in strengthening relationships with our clients and prospects. This isn't a call center role - it's a relationship-driven position focused on building trust, gathering meaningful feedback, and generating referrals that help more families secure their financial future. You'll serve as a friendly, professional connection point between our clients and our advisory team - collecting testimonials, reviews, and referrals while ensuring each client interaction reflects the Guerra standard of excellence. Through in-person meetings, phone conversations, and event engagement, you'll help our firm continue to grow through the power of authentic relationships. If you have experience in the financial industry, particularly in retirement planning or investments, and you're looking for a unique opportunity to combine your client service skills with meaningful impact, this may be the perfect fit for you. Responsibilities: Build relationships with prospects and clients through professional, genuine communication. Conduct client experience surveys and quality assurance follow-ups. Collect testimonials, feedback, and reviews that showcase the Guerra client experience. Handle incoming client service calls with warmth, empathy, and efficiency. Proactively identify and pursue referral opportunities from satisfied clients. Coordinate and follow up on each referral to ensure timely outreach and engagement. Support marketing and educational events through pre-qualification calls and attendance. Represent Guerra Wealth Advisors at client events with professionalism and enthusiasm. Maintain accurate and detailed notes in the CRM system. Update client and prospect records, run reports, and support data tracking initiatives. Assist with marketing event preparation and prospect communication via phone, text, and email. Participate in ongoing education and industry training to enhance your knowledge and contribution. Perform other duties as needed to support the firm's client engagement strategy. Requirements: 1+ years of experience in a client-facing role. Experience in lead generation or referral-based roles (preferred). Financial industry or retirement investment experience (preferred). Excellent interpersonal skills with a natural ability to establish rapport and trust. Strong phone presence and confident communication style. Bilingual in English and Spanish (verbal and written) strongly preferred. Tech-savvy with the ability to quickly learn new systems and software. Positive attitude, team-player mindset, and a passion for personal growth. Self-motivated, organized, and driven to exceed expectations. What We Are Expecting: Authentic, lasting relationships that strengthen client trust and satisfaction. A consistent flow of client testimonials, reviews, and referrals. Organized CRM documentation and data accuracy. Visible contribution to firm growth through enhanced client engagement and referral activity. Strong collaboration with advisory, marketing, and leadership teams. Schedule: Full-time, Hybrid role based in Miami, FL (combination of remote and in-office work). Standard weekday schedule, with occasional evening events as assigned. Compensation: $45,000-$65,000 Annually (Base Salary + Commissions + Performance Bonuses) Includes uncapped commission and incentive opportunities based on engagement and referral success. Benefits: Base salary plus uncapped commission and performance bonuses Referral and business development bonuses 401(k) with company match Health/Dental/Vision Plans offered 20+ combined PTO days (vacation, sick, floating holidays, birthday PTO) Sponsored industry training and conference attendance Access to personal financial planning services Bonus compensation for certifications and licenses (Guerra Growth Lab) Career advancement within a growing, established firm Culture of continuous learning and professional growth Guerra Core Values These are the heart and soul of Guerra Wealth Advisors. The right person for this role will not just understand these values - they'll live them daily. Always Be Learning: Growth is constant. We stay curious, improve relentlessly, and never stop getting better at our craft. Your Words Matter: Speak with clarity and intent. Every word builds trust - or breaks it. All for One, One for All: We win together. No egos, no silos - just teamwork and shared accountability. Take Ownership and Accountability: Own the outcome. No excuses. Follow through and get it done. Do the Right Thing: Integrity first, always. Choose what's right over what's easy - even when no one's watching. If you're ready to bring your financial expertise and relationship skills to a firm where experience truly matters, this is your opportunity to make a meaningful impact - for your clients, your career, and your future. Apply today and help us continue redefining client success at Guerra Wealth Advisors. Powered by JazzHR F05BAhqSjg

Job Description The Client Specialist III position is responsible for assisting Relationship Managers, Portfolio Officers, and Managers with the overall administrative functions and responsibilities of developing and maintaining a portfolio of commercial loans and accounts, while enhancing the customer experience with servicing their needs within that portfolio (services, deposits, loans, etc.). Duties and responsibilities include: Work closely with Relationship Managers and Portfolio Officers and facilitate loan processing and other general service requests: a) Resolve customer inquiries and service requests with accounts and loans; b) prepares account maintenance forms; c) process loan payments/debit instructions; d) receives and forwards loan documents to support areas for processing pay-off, estoppel requests and satisfaction of mortgages; e) Collects fees for 3rd party services; f) Notifies customer of renewal status due and provides list of required financial information; and g) prepare reports and monitor overdrafts; Assist Relationship Managers and Portfolio Officers in conducting the customer “onboarding” efforts, including any ongoing servicing items, such as: a) Ensure auto debit is set up; b) Ensure real estate tax and insurance escrow (if applicable) is properly set up; c) Engage Treasury Management Department to set up bank's treasury products (Online Banking, Remote Deposit Capture, etc.) for the customer. This includes general overall support when necessary with loan closings and interaction with the customer, if/when necessary; Gather/review corresponding loan/credit documentation pre and post closing and to prepare all required forms, legal searches conducted via Internet access, update credit files and prepare all corresponding checklists, etc.; Responsible for opening depository accounts and maintenance, which includes proper processing and collection of related forms and documents; Perform common administrative tasks and handle both internal and external correspondences such as answering phone calls and emails within a timely manner. This includes preparing FedEx mailings, obtaining stamps or signature, tickets, and internal transfer requests. This may include scheduling and coordination of Relationship Manager, Portfolio Officers, and/or other Manager functions and tasks to assure smooth operational flow; Upload and clear tracking exceptions such as site visit reports, annual reviews, financial reports, etc. to maintain asset quality; Monitor and manage overdrafts and past-due reports, which may include calling the customers; Confirm wire(s) with customers, pursuant to fraud alert notifications, where applicable; Prepare minimum balance covenant certificates; Prepare the BSA/compliance package for internal review. This includes organizing, collection, and review of all formation documents, including but not limited to operating agreements, partnership agreements, good standings, articles of incorporation/organization, certificate of formation, copies of trusts, pertaining to each and all entities included in the organization chart of the customer. This involves assisting Relationship Managers and Portfolio Officers with the investigation of BSA issues; Organize detailed Organization Chart either provided or prepared along with preparing Adverse Media and Lexis Nexis; Review post-closing loan documentation collection and verification to maintain adequate quality controls; Process invoices from vendors and retrieve proper approvals to submit to accounts payable. Follow up with accounts payable to ensure that payment to vendors have been issued. Minimum Education and/or Certifications Requirements: Bachelor's Degree required or pursuing a Bachelor's degree Formal credit training is a plus Minimum Work Experience Requirements: 3+ years of experience as a Lending Administrative Assistant Technical and/or Other Essential Knowledge: Banking regulations, loan documentation including mortgages. Basic analyzing Financial Statement knowledge Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint