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  • Universal Banker

    Colony Bank 4.2company rating

    Colony Bank job in Douglas, GA

    Are you looking for a rewarding career? Then you've come to the right place. At Colony Bank, we have over 400 engaged team members who are part of high performing teams that are empowered to serve our customers. We are passionate about serving our customers and delivering solutions. At Colony Bank, we Make It Easy! Make It Fun! Make It Happen! Position: Universal Banker Purpose: This position is accountable for the delivery of exceptional customer service through the efficient managing of customer interactions. It assumes a role in developing new customer relationships as well as enhancing existing relationships. Essential Functions and Basic Duties: 1. Handle a variety of transactions using own count money, and cross sell bank services. Exercise independent judgment with close supervision. Refer questionable transactions to Head Teller. * Receive commercial and individual checking and savings deposits, verify cash and endorsements and issue receipts. * Cash checks, verify endorsement, validity and availability of funds. * Pay savings withdrawals after verifying balance and signature. * Accept payments (i.e. installment loan, charge card, personal line of credit, etc.) * Maintain accurate records of official checks and bonds. * Work night drop bags and mail receipts, process all mail envelopes. * Sell official checks * Redeem bonds and bond coupons upon desk approval. * Retain custody of operating cash. * Prepare change orders for customers. * Assist with answering telephones. * Sell and cross-sell bank services. 2. Attends to the needs of customers and prospective customers on banking matters. * Recommends, explains, and opens new deposit accounts for customers. * Opens and closes safety deposit boxes. * Maintains confidentiality of customer accounts. * Handles customer complaints related to the Bank's services, explains service charges, and follows through on misdirected items or errors. * Researches and resolves customer problems by serving as a liaison between the customer and the appropriate bank area. * Answers inquiries and provides information on various accounts, loan balances, and other banking services. * Ensures on-going sales, service, and product knowledge, training and self-development. 3. Provides notary public service. 4. Perform a variety of related clerical functions such as: sorting, counting, and wrapping currency and coins, verify straps, maintain records of transactions, balance deposits and cash drawers. 5. Know the procedures for using the on-line computer terminal system and understand how the entry of date affects not only the individual accounts but the entire system. 6. Serve customers in a cordial manner to encourage satisfaction with service. 7. Perform a variety of miscellaneous duties to assist with the work of the department (i.e. 24 Hour Banking and night deposit). 8. Comply with all federal and state laws and regulations. 9. Adheres to limited transaction limits. 10. Complies with all bank and personnel policies and procedures. 11. Complete periodic training provided and/or required by Colony. 12. Other duties as assigned. Qualifications: Education: 1. A high school diploma or equivalent. 2. Successful completion of Teller school provided by Colony. Experience: 1. Previous teller experience - required. 2. Previous banking experience - preferred. Knowledge: 1. A thorough knowledge of teller procedures or general bank operations. 2. Understand bank policies and procedures. 3. Have a thorough knowledge of bank products and services. 4. Have the ability to effectively handle all routine and complex transactions at the branch. 5. Knowledge of up-to-date loan compliance policies and procedures. Skills/Abilities: 1. General clerical and math skills. 2. Must present a professional image in dealing with customers, interdepartmental and external representatives. 3. Perform duties with considerable speed and accuracy. 4. Sales and service skills; demonstrated ability to positively persuade customers and to identify and satisfy their needs. 5. Ability to coordinate a high level of activities in a variety of conditions. 6. High degree of accuracy and attention to detail. 7. Ability to handle information of confident nature. 8. Ability to adhere to deadlines and tight schedules. 9. Ability to use various office equipment, including, computer, e-mail, internet, Excel, and Microsoft Word. 10. Have a high degree of interpersonal skills, attitude, judgment, communication and the ability to effectively interact with customers and employees. 11. Ability to exercise personal and professional responsibility and work with limited direction. 12. Demonstrate a "Team" attitude at all times. Colony Bank is an equal opportunity employer.
    $28k-34k yearly est. 3d ago
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  • Assistant Store Manager

    Community Choice Financial Family of Brands 4.4company rating

    Saint Augustine, FL job

    Your Opportunity: Assistant Store Manager InstaLoan St. Augustine, FL As an Assistant Store Manager (ASM), you'll support our customers through real financial needs while gaining hands-on experience running a store. You'll develop your leadership skills in real-time by driving account management, customer outreach, and risk management. It's fast-paced, people-first, and packed with growth potential. If you're ready to build your confidence, learn the business, and move up quickly with a Company that invests in your future, you just found your next step. What We Offer: Compensation The hourly wage for the position is $ per hour. The hourly rate is just one of many elements that make up our Total Compensation package. Benefits & Perks* Paid on-the-job training and a comprehensive new hire program. Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development. Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country. Enrollment in a key holder program designed to establish and enhance leadership potential for promotion. Performance-based career advancement. Educational reimbursement program. Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA). Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program. Company-Sponsored Life and AD&D Insurance. Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance. Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program. Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace. Paid time off that grows with you, starting with 12 days in your first year. A relaxed, business casual dress code that includes jeans and sneakers! *Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements. What We're Looking For - Qualifications and Skills: A high school diploma or equivalent. Minimum one year's experience in customer service, sales, or retail. At least 3 months of supervisory, key holder, or relevant leadership experience Excellent verbal and written communication skills. Proficiency in using phones, POS system, Microsoft Office, and other computer systems. Must be at least 18 years of age (19 in Alabama). Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law. The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard. Nice to Haves - Preferred Qualifications and Skills Management experience in retail, convenience store, grocery, finance, service, or related industries. Experience in check cashing, document verification, money order processing. Bilingual (English/Spanish) is a plus and may be required for certain locations. Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated). What You'll Do - Essential Duties and Responsibilities: Maximize customer success by offering financial services that fit their needs. Assess risk of financial transactions, evaluate, and accurately process loan/pawn applications, check cashing transactions and ancillary products. Complete daily call campaigns to market services, build new business, and nurture customer relationships to further brand recognition and loyalty. Oversee account management and recovery processes, including collection calls, while maintaining a focus on customer service to prevent loss and charge off accounts. Maintain customer information in the point of sale (POS) system with accuracy and integrity. Provide support, coaching, and development to Customer Service Representatives, when applicable, to ensure adherence to quality standards and safety procedures. Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing. Work to meet Company-set performance standards by leveraging business-to-business partnership opportunities, obtaining referrals, and participating in and hosting in-store and community events. Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer. Help ensure a work environment that upholds compliance with Company policies and procedures, as well as local, state, and federal laws and regulations. Help conduct store audits, create reports, and compile financial data to further ensure compliance. Monitor and maintain internal and external store appearance and cleanliness, addressing basic facility needs and scheduling maintenance services. Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards. Conduct additional tasks as directed by leadership. Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.** **Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements. Workplace Awards & Recognition: We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek. Our Purpose: The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most. Think you'll thrive here? Learn more at ************************************************* The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position. Community Choice Financial Family of Brands, including its subsidiaries and affiliates, (the “Company”) uses artificial intelligence (“AI”) tools to assist in its recruitment and hiring process. Read the AI Use Consent and Acknowledgement for more information. Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only. The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
    $29k-36k yearly est. Auto-Apply 1d ago
  • Career Day in Gainesville, GA!

    Community Choice Financial Family of Brands 4.4company rating

    Gainesville, GA job

    Your Opportunity: Join us for Career Day in Gainesville, GA! Thursday, January 8th 9:00AM-6:00PM TitleMax 537 Shallowford RoadSWGainesville, Georgia 30504************** Join a company that fuels your drive with real opportunities for professional and financial growth. Community Choice Financial Family of Brands (“CCF”) is currently looking for ambitious achievers and experienced leaders to join our team and help people in your community access the financial solutions they need-right when they need it most. Explore your potential with a company that values what you bring to the table. We invite you to meet 1-on-1 with a hiring manager and learn more about career opportunities as a member of our Store Operations team, the front line of our business that strives to provide the best customer service and overall experience in the industry. Visit ************************************** to apply. What We Offer: Benefits & Perks* Paid on-the-job training and a comprehensive new hire program. Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development. Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country. Enrollment in a Key Holder Program designed to establish and enhance leadership potential for promotion. Performance-based career advancement. Educational Reimbursement Program. Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA). Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program. Company-Sponsored Life and AD&D Insurance. Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance. Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program. Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace. Paid time off that grows with you, starting with 12 days in your first year. *Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements. What We're Looking For - Qualifications and Skills: A high school diploma or equivalent. Excellent verbal and written communication skills, plus professional demeanor with customers and colleagues. Meticulous attention to detail and ability to accurately enter data. Proficiency in using phones, POS system, Microsoft Office, and other computer systems. Must be at least 18 years of age (19 in Alabama). Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated). Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law. The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard. Nice to Haves - Preferred Qualifications and Skills Experience in check cashing, document verification, and/or money order processing. Prior cash handling, cash drawer/vault management experience. Bilingual (English/Spanish) is a plus and may be required for certain locations. What You'll Do - Essential Duties and Responsibilities: Customer Service - Greet and connect with customers to cultivate lasting relationships that drive repeat business and brand loyalty. Help them gain access to our suite of financial solutions while setting an unmatched experience. Accurately Process Financial Transactions - Review, validate, and process customer transactions, like check cashing, money transfers, and loans/pawns, with accuracy and integrity. Maximize Customer Success - Educate customers about their transaction and offer personalized financial services that fit their lifestyle. Assist in customer account management, collections, and accepting customer payments. Thrive in the Community - Participate in in-store and community events and external marketing. Maintain Your Store - Help maintain appearance and cleanliness of your location to enhance the customer experience. Keep It Safe and Compliant - Participate in ongoing training, uphold Company policies and procedures, and keep up with office security protocols, including management of a cash drawer, to foster a safe work environment. *See specific job listings for more details on essential functions by position. Workplace Awards & Recognition: We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek. Our Purpose: The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most. Think you'll thrive here? Learn more at ************************************************* The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position. Community Choice Financial Family of Brands, including its subsidiaries and affiliates, (the “Company”) uses artificial intelligence (“AI”) tools to assist in its recruitment and hiring process. Read the AI Use Consent and Acknowledgement for more information. Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only. The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
    $32k-45k yearly est. Auto-Apply 2d ago
  • Case Manager

    First Choice Brokerage Corporation 4.1company rating

    Palm Valley, FL job

    About the Role We are seeking a proactive, organized, and detail-oriented Case Manager to join our Life Insurance Operations team. This role is responsible for managing the complete new business and underwriting process for life insurance cases-ensuring every case moves efficiently from submission through placement. The ideal candidate thrives in a fast-paced, structured environment, communicates clearly and professionally, and takes ownership of delivering exceptional service to advisors and clients. What You'll Do • Manage a portfolio of 50-70 pending life insurance cases from submission through placement. • Review new life insurance applications to ensure all requirements are complete and 'in good order'. • Order and track medical requirements, medical records, exams, and other underwriting documentation. • Act as the liaison between financial advisors, clients, vendors, and carriers-providing timely case status updates and resolving issues quickly. • Proactively follow up with all parties to ensure each case progresses smoothly and meets service level standards. • Advocate and negotiate with carrier underwriters to secure the best possible underwriting outcomes for clients. • Partner with the internal underwriting team to review escalations or complex cases. • Maintain accurate documentation and records in internal systems such as eApp, eDelivery, SharePoint, Agency Integrator, Outlook, and Vital Term. • Build and maintain strong relationships with advisors, internal team members, and carrier contacts. • Provide high-quality customer service as the primary contact for financial advisors on case-related matters. • Develop a solid understanding of carrier products, procedures, and underwriting guidelines. What You'll Bring • 3-5 years of experience as a Life Insurance Case Manager in a multi-carrier environment. • Proven ability to manage complex or high-net-worth cases for independent advisors. • Strong understanding of the life insurance sales process and client communication best practices. • Excellent organizational and follow-up skills, with the ability to manage multiple cases simultaneously. • Proactive problem solver who takes ownership of outcomes and demonstrates initiative. • Experience working across multiple systems, managing both electronic and physical documentation. • Strong written and verbal communication skills; ability to build trusted relationships. • Familiarity with medical terminology and life insurance underwriting processes preferred. • Education: High school diploma or equivalent required; higher education a plus. Preferred Licenses & Certifications • Life & Health License • Series 63 • Series 6 Why Join Us • Competitive base salary • Comprehensive benefits package • Collaborative, professional work culture • Opportunity to make a direct impact in a high-performance team supporting advisors nationwide
    $28k-40k yearly est. 3d ago
  • Anti-Money Laundering EDD & Monitoring Senior Associate

    BBVA Global Wealth Advisors 4.8company rating

    Miami, FL job

    BBVA Global Wealth Advisors, an SEC-registered investment adviser, is seeking a motivated and detail-oriented AML EDD & Monitoring Senior Associate to join our growing Compliance Team. This role is responsible for executing and enhancing our Regulatory Compliance Program, including Anti-Money Laundering (AML) and financial crime prevention program. You'll play a key role in protecting the firm from illicit activities while ensuring strict adherence to all applicable laws and SEC regulations. The ideal candidate brings strong investigative, analytical, and regulatory experience, with the ability to translate complex risks into actionable controls and deliver high-quality results in a fast-paced environment. Key Responsibilities As a AML EDD & Monitoring Senior Associate, you'll be on the front lines of our financial crime defense, with a diverse range of responsibilities that include: EDDs/Risk Assessments: Conduct initial and ongoing Enhanced Due Diligence (EDD) reviews in higher-risk clients, including PEPs, foreign clients, complex ownership structures, source of wealth verification, and adverse media, documenting conclusions in a clear, concise, and factual manner. Assess customer risk profiles determined by the firm's risk-based methodology and maintain accurate, up-to-date risk ratings. Identify potential risks, escalate concerns, and propose effective operational improvements to help ensure that operation controls are in place for all key processes and that any control weaknesses are appropriately addressed and escalated. Account Periodic Reviews: Performing periodic, risk-based reviews of client accounts across all client risk tiers, ensuring ongoing compliance with AML & KYC standards. This includes verifying client information, updating beneficial ownership details, and re-assessing client risk profiles in accordance with firm policy. Revalidate client information, transactional behavior, and adverse findings, and take actions accordingly, as dictated by AML Policies and Procedures. Document conclusions in a clear, concise, and factual manner. Transaction Monitoring & Investigations: Analyzing transactional data for unusual patterns, red flags, and suspicious activities that may indicate money laundering, terrorist financing, or other financial crimes. Collaborate with operation and commercial teams to understand the transactional context and escalate matter when appropriate. Conduct timely investigations into potentially suspicious behavior, gather supporting documentation, and prepare well-supported recommendations to escalate activity, as needed. Watchlists & Screening Oversight: Manage the internal list name screening process, playing a key role in quality assurance and ensuring the process effectiveness. Oversee the accuracy, completeness, and regular updates of internal watchlists, including lists of high-risk individuals, entities, and jurisdictions. Collaborating with various departments to ensure timely inclusion or removal of names. Work with internal and external stakeholders to ensure system accuracy and proper calibration to reduce false positives and maintain industry standards. AML Policies, Procedures, Control Enhancement: Assist in the drafting, review, and transposition of Compliance policies, procedures, and controls to ensure they are current, comprehensive, and effectively mitigate identified risks. Translate applicable regulatory requirements into actionable internal guidance. Support internal and external audits, regulatory examinations, and remediation plans, as applicable. Special Projects: Participate in and lead various special projects aimed at enhancing our AML Compliance program, such as system implementations, new product risk assessments, training initiatives, and internal audit responses. Ad Hoc Requests: Responding promptly and accurately to various ad hoc requests from internal stakeholders (e.g., front office, operations, legal) and external parties (e.g., auditors, regulators) related to Compliance as required by business needs. Compliance Cross-Functional Collaboration - this role may have exposure to cross functional collaboration, including but not limited to: Administer the systems used by the GWA Compliance program, especially those used for AML. Assist with the GWA AML Compliance and general Compliance testing program, ensuring compliance with SEC regulations, GWA internal policies, and Holding level requirements. Develop and deliver targeted training as required by the Compliance team initiatives. Qualifications The ideal candidate will have a basic foundation in Regulatory Compliance, demonstrated by: 5+ years of experience at a financial institution (BD or RIA preferrable). Certified Anti-Money Laundering Specialist (CAMS) certification is a preferred (or willingness to obtain within 12 months). Direct, hands-on experience with EDD, KYC, and transaction monitoring. Strong Familiarity of U.S. regulations, including the Bank Secrecy Act (BSA), USA PATRIOT Act, and OFAC sanctions programs. Proven ability to conduct thorough investigations, analyze complex data, and make well-reasoned decisions under pressure. Strong analytical skills with an ability to identify trends, patterns, and anomalies. Exceptional written and verbal communication skills, with the ability to articulate complex risk concepts clearly and concisely to diverse audiences. High degree of attention to detail and accuracy in all work. Ability to manage multiple priorities effectively and meet deadlines in a dynamic environment. A strong ethical compass and commitment to upholding the highest standards of compliance. Proficient in collaboration platforms like Google Workspace and Office 365. Bilingual - Fluency in both English and Spanish (verbal and written).
    $82k-108k yearly est. 4d ago
  • Executive Assistant

    Eastdil Secured 4.6company rating

    Miami, FL job

    Eastdil Secured is the global real estate investment bank that uniquely combines commercial real estate and capital markets expertise. We provide truly independent advice with the mission to drive value for our clients through creative, actionable ideas and flawless execution. Our knowledge-driven team is comprised of remarkable people who are seamlessly connected across all levels and geographies, merging experience, expertise, and resources to deliver the best strategies from around the globe. With a focus on serving our clients, we thrive on collaboration to execute the world's most dynamic transactions. At Eastdil Secured, we seek individuals who have the expertise, integrity and dedication needed to drive meaningful impact for our clients. We hire and advance based on merit and actively engage talent with diverse backgrounds and perspectives, fostering a culture of creativity and innovation throughout our company. This position is a full-time, in-person, role in our Miami, FL office. An Executive Assistant with Eastdil Secured performs a broad variety of administrative tasks in a fast-paced work environment. This role provides administrative support to multiple transaction professionals as well as back-up support to the broader team and office. Teamwork is integral to this role and the ability to work well with all levels of internal team members as well as outside clients and vendors is required. Essential Functions Provide administrative support to transaction professionals with complex needs, including travel, itineraries and agendas and meeting calendars Works closely with transaction professionals to keep them well informed of upcoming commitments and responsibilities, following up appropriately Acts as a “barometer”: having a sense for the issues taking place in the environment and keeping the team updated as needed Plan, coordinate, and ensure meetings are scheduled, rescheduled, or prioritized based on business needs Own “Gateway” role: communicating with broader team constantly to increase efficiency. Establish and implement team scheduling best practices by leveraging ES software and applications Completes a broad variety of administrative tasks in addition to managing time and travel, including tracking expenses, completing & submitting expense reports within required deadlines, composing, and preparing correspondence, processing charitable contribution requests, and managing client gifts and entertainment, in accordance with gift and entertainment policies and procedures Assist in editing, formatting, and printing presentations and documents using Power Point, Word, Excel and PDF Completes personal requests as needed (personal travel, errands, etc.) Successfully completes all aspects of deliverables with a proactive, hands-on, solutions-oriented approach Provide occasional back-up support to other Executive Assistants, including supporting the transaction process, and collaborate with support teams across multiple offices Office Management Support Facilities Manager (off-site) and work with Admin Services to ensure that Miami, FL office is operating smoothly Conduct inventory assessment and complete weekly office supply and snack orders Maintain basic office equipment, resolving office-related malfunctions and responding to requests or issues Assist with food orders, luncheon planning, and planning of other business-related meetings and events as requested Manage logistics for in-office new hire onboarding (set up desks, phones, computers, etc.) Deal Administration Provide executive deal administrative support as needed to transaction professionals and deal team Support transaction and deal team by managing and organizing internal database, assisting with deal marketing process, ensuring timely distribution of marketing materials, performing data reporting using Eastdil Secured proprietary applications, and coordinating with internal and external counsel as needed Proactively manage end-to-end deal administration process, including coordinating closing dinners, arranging event related items such promotional materials, wine distribution, etc. Event Management Help with planning and execution process for small local events on behalf of the team and supporting other events as needed (closing dinners, small happy hours, golf outings, etc.) Track key milestones, including budget, attendee management, risk management, as well as venue, transportation, and accommodation confirmation Proactively submit Gift & Entertainment approvals according to policy Act as onsite coordinator day-of to ensure seamless event delivery Some travel may be required Education and Qualifications Bachelor's Degree, preferred 5+ years of experience in a corporate environment working with senior-level executives Bilingual (Spanish) strongly preferred Experience, Skills and Competencies Required Very strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail Strong interpersonal skills and the ability to build relationships across the broader team and the firm Expert level written and verbal communication skills Demonstrated proactive approaches to problem-solving with strong decision-making capability Emotional maturity Highly resourceful team-player, with the ability to also be extremely effective independently Proven ability to exercise discretion, be adaptable to various competing demands, and demonstrate the highest level of customer/client service and response Demonstrated ability to achieve high performance goals and meet deadlines in a fast-paced environment Forward looking thinker, who actively seeks opportunities and proposes solutions Experience coordinating complex calendars & managing expenses for multiple team members Tech-savvy and excellent computer skills. Proficient in MS Office (Outlook, Excel, Word, and PowerPoint), Microsoft TEAMS and Zoom. Apple device required for remote connectivity Concur expense management and travel booking experience a plus Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Eastdil Secured will not sponsor visas for these positions and will not hire individuals whose work eligibility is based on, for example, F-1 or other student visa status. In addition, not only must candidates be able to work in the United States without sponsorship when hired, they must maintain the ability to work in the U.S. without sponsorship throughout their employment.
    $35k-50k yearly est. 3d ago
  • SBA Credit Risk Team Lead

    Valley Bank 4.4company rating

    Tampa, FL job

    The SBA Credit Risk Team Lead is responsible for all underwriting activities related to new and existing credit transactions with moderate to higher complexity including client diligence, structuring, and the required analysis and preparation of the underwriting package. They will also manage a team, focused on SBA 7a lending. Responsibilities include, but are not limited to: Proactively communicates with Loan Officers and assigned Credit Portfolio Managers during the underwriting, approval and portfolio management processes. Review and circulate credit packages and modifications for approval. Ensure packages are updated as required by approvers. Underwrite complex new loan requests and modifications. Coordinate with the assigned Commercial Loan Officers, Loan Officer Assistants and Direct Reports all activities required to complete a credit package. Completes performance evaluations, reviews and approves timecards and all other manager related activities for his/her direct reports. Prepare effective packages for credit approval circulation and to present packages to the required level of credit authority. Obtain, and monitor various loan portfolio reports such as Maturing Loans, Past-Due Loans, Annual Reviews and proactively assist lenders with requisite action plans. Assure that credits are accurately risk rated and credits are properly monitored and reported. Adhere and comply with all requirements of Regulation B Adverse Action Procedures -- Florida Division. Create and maintain current BSA Information. Adhere and comply with all requirements of watch list and EDD procedures. Manage and track covenants, borrowing bases, A-R Ageing, etc. for their accounts. Assist in preparation of quarterly CLMR reports. Advise Lenders on all matters related to the Bank's Credit Policy and related Procedures/Forms. As time allows conduct annual site visits, attend loan closings and other tasks required to support assigned lenders. Required Skills: Knowledge of SBA 7a Underwriting Knowledge of credit underwriting, accounting and loan documentation with the ability to. Ability to effectively communicate credit concerns and formulate alternate loan structures to customers, business unit team leaders, department heads and senior management. Proficient computer skills using Microsoft Word, Excel and Outlook. Strong level of interpersonal and social skills needed to interact with loan officers, administrative staff and customers. Strong personal time management skills. Strong mathematical skills. Strong credit skills. Strong administrative skills. Ability to write reports and business correspondence. Ability to effectively present information and respond to questions. Required Experience: High School Diploma or GED and a minimum of seven years of experience in a commercial lending environment in a credit-oriented and underwriting position. Bachelor's degree, completion of a formal credit training program, and prior supervisory experience is preferred. Full-time/Part-time Full-time FLSA Exempt Location(s). 405 N Westshore Blvd, Tampa, Florida 33609, United States 180 Fountain Pkwy N Suite 200, St Petersburg, Florida 33716, United States Total Rewards Summary We provide a comprehensive and competitive total rewards package including base salary determined by factors such as the role, relevant experience, skill set, and geographical location. Eligible positions may also be eligible to receive commission-based compensation and/or discretionary incentive compensation, which may be awarded as cash or forfeitable equity, recognizing individual performance and contributions. In addition to financial compensation, we offer a robust suite of benefits tailored to meet diverse employee needs based on eligibility criteria. These include comprehensive health care and insurance plans, retirement savings options, tuition and adoption reimbursement programs, paid time off, mental health support, and other valuable benefits programs. Further details regarding total compensation and benefits will be shared during the hiring process. Job Details Pay Range $110,600.00 - $195,700.00 / year Pay Transparency In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to "Pay Transparency Law"; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions. undefined
    $45k-84k yearly est. 5d ago
  • Quality Control Technician/Inspector-Concrete Industry

    DZ Corporation 4.3company rating

    The Villages, FL job

    Job Title: Quality Control Technician/Inspector - Concrete Industry Company: DZ Corporation Employment Type: Full-Time About Us: DZ Corporation is a trusted name in the concrete industry, committed to delivering high-quality products and services. We are currently seeking a dedicated and detail-oriented Quality Control Technician/Inspector to join our team in The Villages, FL. Responsibilities: Inspect and test concrete samples to ensure compliance with industry standards and project specifications. Conduct pre-pour and post-pour inspections of forms, molds, and reinforcement placement. Perform wet and hardened concrete testing (e.g., slump, air content, compressive strength). Monitor curing processes and verify proper procedures are followed. Maintain accurate documentation of inspections, tests, and corrective actions. Communicate with production teams and suppliers to resolve quality issues. Ensure compliance with safety and environmental regulations. Assist in developing and improving quality control procedures. Conduct audits of batch plants and material suppliers. Qualifications: High school diploma or equivalent; technical training or associate degree in construction or materials science is a plus. 2+ years of experience in concrete quality control or inspection. Familiarity with ACI, ASTM, and NPCA standards. ACI Certification (Field Testing Technician Grade I) preferred. Strong attention to detail and problem-solving skills. Ability to work independently and as part of a team. Basic computer skills for data entry and reporting. Benefits: Competitive salary based on experience. Health, dental, and vision insurance. Paid time off and holidays. Opportunities for professional development and certification. Supportive team environment.
    $31k-41k yearly est. 4d ago
  • Senior Real Estate Debt Investment Lead

    Kayne Anderson 3.0company rating

    Boca Raton, FL job

    A leading real estate investment firm in Boca Raton is seeking a Vice President / Director / Managing Director to lead debt investment strategies. The candidate will have 7+ years of experience in real estate debt investing, demonstrating strong analytical and negotiation skills. Key responsibilities include sourcing loans, managing transactions, and overseeing portfolio performance. The role offers comprehensive benefits, including health insurance and a competitive 401(k) plan, fostering an empowering work environment. #J-18808-Ljbffr
    $84k-128k yearly est. 3d ago
  • Director of Preconstruction

    Allegiance Group 4.4company rating

    Athens, GA job

    Senior Preconstruction Manager / Senior Estimator ($190k-$215k) Commercial, Education & Healthcare Construction Athens, GA A well-established and growing general contractor in Northeast Georgia is seeking a Senior Preconstruction Manager / Senior Estimator to lead them in Commercial, Education & Healthcare Projects ranging up to $30M+ in value. What You'll Do Lead preconstruction and estimating efforts from early concept through GMP Develop and manage budgets for projects ranging from $1M-$30M+ Drive CM-at-Risk and GMP-based delivery Collaborate closely with ownership, operations, and leadership Set standards, processes, and expectations for the preconstruction function Be hands-on during bid days and key deadlines What They're Looking For 8-10+ years of experience in commercial construction estimating or preconstruction Strong background in education (K-12), healthcare, and commercial projects Proven experience developing and managing GMPs Professional, confident, and capable of leading a department Comfortable working primarily in-office (schedule driven by project needs) Seeking a long-term role with growth and stability Compensation & Benefits $190K - $215K+ base salary (flexible for top-tier candidates) Performance-based bonus structure Full benefits package including health insurance, 401(k) Vehicle allowance, gas card, and technology provided Minimal overnight travel Why This Role Direct access to company leadership and decision-makers Stable, privately held firm with strong revenue growth Opportunity to shape and lead preconstruction long-term
    $60k-116k yearly est. 3d ago
  • Assistant Store Manager

    Community Choice Financial Family of Brands 4.4company rating

    Bainbridge, GA job

    Your Opportunity: Assistant Store Manager Titlemax Bainbridge, GA As an Assistant Store Manager (ASM), you'll support our customers through real financial needs while gaining hands-on experience running a store. You'll develop your leadership skills in real-time by driving account management, customer outreach, and risk management. It's performance-driven, people-first, and packed with growth potential. If you're ready to build your confidence, learn the business, and move up quickly with a Company that invests in your future, you just found your next step. What We Offer: Compensation The hourly wage for the position is $15.00 per hour. The hourly rate is just one of many elements that make up our Total Compensation package. Benefits & Perks* Paid on-the-job training and a comprehensive new hire program. Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development. Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country. Enrollment in a key holder program designed to establish and enhance leadership potential for promotion. Performance-based career advancement. Educational reimbursement program. Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA). Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program. Company-Sponsored Life and AD&D Insurance. Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance. Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program. Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace. Paid time off that grows with you, starting with 12 days in your first year. *Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements. What We're Looking For - Qualifications and Skills: A high school diploma or equivalent. Minimum one year's experience in customer service, sales, or retail. At least 3 months of supervisory, key holder, or relevant leadership experience Excellent verbal and written communication skills. Proficiency in using phones, POS system, Microsoft Office, and other computer systems. Must be at least 18 years of age (19 in Alabama). Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated). Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law. The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard. Nice to Haves - Preferred Qualifications and Skills Management experience in retail, convenience store, grocery, finance, service, or related industries. Experience in check cashing, document verification, money order processing. Bilingual (English/Spanish) is a plus and may be required for certain locations. What You'll Do - Essential Duties and Responsibilities: Maximize customer success by offering financial services that fit their needs. Assess risk of financial transactions, evaluate, and accurately process loan/pawn applications, check cashing transactions and ancillary products. Complete daily call campaigns to market services, build new business, and nurture customer relationships to further brand recognition and loyalty. Oversee account management and recovery processes, including collection calls, while maintaining a focus on customer service to prevent loss and charge off accounts. Maintain customer information in the point of sale (POS) system with accuracy and integrity. Provide support, coaching, and development to Customer Service Representatives, when applicable, to ensure adherence to quality standards and safety procedures. Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing. Work to meet Company-set performance standards by leveraging business-to-business partnership opportunities, obtaining referrals, and participating in and hosting in-store and community events. Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer. Help ensure a work environment that upholds compliance with Company policies and procedures, as well as local, state, and federal laws and regulations. Help conduct store audits, create reports, and compile financial data to further ensure compliance. Monitor and maintain internal and external store appearance and cleanliness, addressing basic facility needs and scheduling maintenance services. Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards. Conduct additional tasks as directed by leadership. Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.** **Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements. Workplace Awards & Recognition: We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek. Our Purpose: The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most. Think you'll thrive here? Learn more at ************************************************* The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position. Community Choice Financial Family of Brands, including its subsidiaries and affiliates, (the “Company”) uses artificial intelligence (“AI”) tools to assist in its recruitment and hiring process. Read the AI Use Consent and Acknowledgement for more information. Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only. The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
    $15 hourly Auto-Apply 2d ago
  • Investment Consultant - Ormond Beach, FL

    Charles Schwab 4.8company rating

    Ormond Beach, FL job

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $69k-126k yearly est. 5d ago
  • Citi Private Bank - UHNW Private Banker - Director / MD

    Citigroup Inc. 4.6company rating

    Atlanta, GA job

    Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to clients by building and drawing upon a network of internal resources, often global, to achieve desired results. Successful Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by complying with relevant policies, procedures, and country legal/regulatory requirements. Job Requirements New Client and Business Development Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending Create sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors Prospecting - generate leads and develop prospects, network to identify referrals to new clients/prospects Profile, qualify, and convert prospects into CPB clients. Identify and execute on new business opportunities with existing clients Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood Relationship Management Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients Manage client expectations regarding what can and cannot be executed on their behalf Ensure financial strategies are kept current and appropriately aligned with client objectives Understand and communicate the risk involved with financial and investment strategies Ensure all client inquiries and problems are handled effectively and resolved Help team members to acquire experience and establish credibility with clients Compliance Oversight and Controls Comply with all regulatory policies and control procedures regarding client transactions and suitability Oversee and ensure compliance with the following processes: Investment Objective Setting (IOS), Client Risk Profile (CRF), Periodic Client Reviews Oversee and ensure clients are on‑boarded appropriately including all required documentation is complete and accurate Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency. Skills and Knowledge Client facing experience, preferably in the financial services industry. Strong knowledge of investments, banking and credit products Strong knowledge of financial industry and current market conditions Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing Ability to understand, utilise and learn computer and web based applications Qualifications and Education 15+ years of experience Licensing: Series 7 & 66 (or 63 & 65) & 31 Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. Job Family Group Private Client Coverage Job Family Private Banker Time Type Full time Primary Location Atlanta Georgia United States Primary Location Full Time Salary Range $200,000.00 - $500,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Most Relevant Skills Please see the requirements listed above. Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. Anticipated Posting Close Date Jul 15, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr
    $121k-196k yearly est. 2d ago
  • Lead Data Science & AI Strategy for Growth

    Varo Money, Inc. 4.4company rating

    Atlanta, GA job

    A financial technology company is seeking a Head of Data Science in Atlanta to lead a team in utilizing advanced analytics and machine learning to drive business growth. This role requires 8+ years of experience in data science, proficiency in Python, and a proven ability to deliver measurable business outcomes in financial services. Competitive salary and benefits are provided, emphasizing the company's commitment to diversity and inclusion. #J-18808-Ljbffr
    $97k-120k yearly est. 1d ago
  • Loan Originator - Kayne Anderson Real Estate

    Kayne Anderson Capital Advisors 4.7company rating

    Boca Raton, FL job

    Title: Vice President / Director / Managing Director (Depending on Experience) Location: Boca Raton, FL (Full Time / In Office) About Kayne Anderson Real Estate Kayne Anderson Real Estate is a leading real estate investment firm, managing nearly $20 billion in assets across opportunistic equity, core equity, and real estate debt, with sector expertise in medical office, seniors housing, off‑campus student housing, multifamily housing, self‑storage, and light industrial. Kayne Anderson Real Estate is part of Kayne Anderson, an approximately $40 billion alternative investment management firm with more than 41 years of experience in the real estate, credit, infrastructure, and energy sectors. With more than 130 professionals, Kayne Anderson Real Estate has consistently demonstrated its ability to bring more to an opportunity than equity capital, enhancing a project's overall performance and quality by incorporating best practices and effective alternatives in the design, construction, documentation, financing, and operation of investments. The firm's entrepreneurial spirit and resilient culture, combined with a reputation for quick response, firm commitment, and timely execution, has solidified Kayne Anderson Real Estate's reputation and resulted in strong relationships with developers, owners, operators, financing sources, and other intermediaries. (As of October 2025) Position Overview We are seeking a highly skilled real estate debt investment professional to join our growing team. The new hire will play a leading role in sourcing, structuring, and managing real estate debt investments. In particular we are seeking a candidate who has experience in (i) purchasing non‑performing and sub‑performing loans, (ii) loan workouts, and (iii) direct high‑yield lending. This is a highly visible role with direct responsibility for investment strategy, deal execution, and portfolio management within the firm's expanding platform. General Position Responsibilities Lead the origination, underwriting, and structuring of debt investments across various real estate asset classes. Build and maintain relationships with borrowers, lenders, brokers, and other capital markets participants to source proprietary deal flow. Oversee financial modeling, investment analysis, and due diligence processes to evaluate new opportunities. Manage the execution of complex transactions, including negotiation of loan documents and closing processes. Monitor and manage portfolio performance, including risk management, asset surveillance, and value optimization strategies. Partner with senior leadership to shape investment strategy and capital deployment. Mentor junior team members, providing guidance on deal analysis, execution, and market insights. Qualifications 7+ years of experience in real estate debt investing, credit, or structured finance, ideally with a private equity, investment management, or real estate investment platform. Strong track record in sourcing and executing transactions. Deep knowledge of capital markets, real estate debt structures, and risk/return analysis. Proven ability to lead deal execution from origination through closing and asset management. Exceptional financial modeling, analytical, and negotiation skills. Established industry relationships with borrowers, lenders, and intermediaries. Strong leadership, communication, and presentation skills. Bachelor's degree in finance, real estate, or related field required; advanced degree or CFA/MBA a plus. Benefits Competitive medical, dental, and vision insurance Flexible spending accounts (dependent care, healthcare, limited purpose FSA) Accident and Critical Illness insurance Long Term Disability insurance Competitive 401(k) benefits Pet healthcare savings program Member's Only Healthcare - healthcare navigation WellHub - corporate wellness platform $10,000 lifetime reimbursement for family forming services (e.g. IVF, adoption, surrogacy) Rocket Lawyer legal benefits Reimbursement of professional society memberships and exam fees Up to $10,000 matching annually for contributions to qualified non-for-profit organizations Parental leave Employment with the company is contingent on the applicant being able to provide proof of eligibility to work in the United States at the time of hire. Equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. #J-18808-Ljbffr
    $36k-52k yearly est. 2d ago
  • Wealth Market President, Southeast - Lead Growth and Talent

    TD Bank 4.5company rating

    Fort Lauderdale, FL job

    A leading financial institution in Fort Lauderdale is seeking a dynamic individual for a senior position in their wealth management division. You will lead a talented team, ensuring compliance and fostering client relationships while driving business results. Ideal candidates should have extensive experience in the banking industry, be adept in leadership roles, and possess strong communication skills. This role offers a unique opportunity to shape the future of wealth services in a supportive and diversified environment. #J-18808-Ljbffr
    $141k-250k yearly est. 3d ago
  • Senior Credit Analyst - Syndicated

    Intercredit Bank N.A 3.2company rating

    Miami, FL job

    This position will be embedded within the Syndications team, providing credit expertise to support the origination, distribution and management of syndicated loan transactions in the USA. The role and will be responsible for analyzing and evaluating primary and secondary loan opportunities, preparing thorough credit assessments, and ensuring that transactions align with the bank's appetite and policies. This position requires strong analytical capabilities, market knowledge of syndicated loan is a plus, and the ability to coordinate closely with internal stakeholders and Credit Department Managers. Compliance with OFAC Regulations is the responsibility of ALL employees of the Bank. Employee is expected to be familiar with and have knowledge of the requirements of OFAC Regulations. DUTIES & RESPONSABILITIES: • Prepares credit analysis report for use by lending officers and the Bank's respective Credit Committees for their consideration to approve or deny credit facilities for corporate and institutional USA borrowers. In order to accomplish this function, the analyst: o Verifies that the required audit level for financial information submitted by the borrowers conforms to Bank's policy. o o Analyzes financial ratios derived from the spreading of the financial information. o Reviews the comparative spreads of borrower's and peer group's ratios and draws appropriate conclusions. o Runs and analyzes appropriate credit reference reports such Standard & Poors, Moody's, and Fitcho o Requests and reviews credit references from other available informational sources. o Prepares credit analyses reports by presenting facts, and offers reasoned opinions in respect to the credit condition of the borrower being reviewed. All of this work is conducted in a largely independent manner, with only occasional consultation and review by the Credit Department Manager. • Prepares industry study reports on the industries in which the Bank extends credit. Reviews the Bank's portfolio position in each industry being analyzed and assesses the overall risk position being incurred. • Provides clear assessment as to whether a proposed or existing loan is within established credit policy guidelines. • Maintains extensive communication with Lending Officers, and Credit Department Managers providing assistance on the preparation of new loans and renewals. • Assists the Credit Managers and Chief Credit Officer in training and supervising more junior credit analysts by showing them how to spread and analyze financial statements, prepare peer group comparisons, calculate and utilize financial ratios, understand and utilize cash flows, and evaluate all of the non-numerical aspects of evaluating credit risk. • Provides necessary support to Credit Managers, Credit Portfolio Managers, and Chief Credit Officer. DESIRABLE EXPERIENCE AND SKILLS: • Requires a Bachelor's degree, preferably with a business, finance major or related field. An advanced degree in business, finance, or economics is desirable. • A minimum of three - four years previous credit training and experience is required, preferably within syndicated loans, or corporate banking . • Requires strong knowledge and experience with word processing and spreadsheet software such as Microsoft Word and Excel. A high level of accuracy is important. • Work typically involves reading, large amounts of writing, and substantial arithmetical calculations. Requires the ability to conduct research, strong conceptual and analytical skills, and the ability to write and speak effectively. Strong time management and organizational skills, with the ability to prioritize and manage multiple transactions. • Fluency in both spoken and written Spanish is highly desirable. Work is typically sedentary and requires the ability to work using computer equipment for up to 95 percent of the workday. BSA COMPLIANCE I understand and acknowledge that, in addition to the duties outlined in this job description, I am also responsible for ensuring that my duties are performed in full compliance with all of the bank's Bank Secrecy Act, Anti-Money Laundering, and OFAC policies and procedures as well as related Federal Laws and Regulations. Furthermore, I understand that I must create and foster a culture of BSA, AML, and OFAC Compliance within the institution. Lastly, I agree to address any and all questions I may have about the Bank's BSA/AML/OFAC Program to the Bank's BSA Department. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to fingers, handle, or feel and talk or hear. The employee frequently is required to stand, walk, sit, and reach with hands and arms. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. WORK ENVIROMENT The work environment characteristics described here are representative of those employees' encounters with performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions While performing the duties of this job, the employee is occasionally exposed to risk of electrical shock. The noise level in the work environment is usually moderate. Intercredit Bank is an equal opportunity employer.
    $75k-108k yearly est. 3d ago
  • UHNW Private Banking Director: Wealth Strategy & Growth

    Citigroup Inc. 4.6company rating

    Miami, FL job

    A leading financial services firm in Miami is looking for a Private Banker to develop and manage client relationships and create tailored wealth management strategies. Candidates should have over 15 years of experience in the financial sector, strong knowledge of investment and credit products, and relevant licensing. This role offers a salary range of $200,000 to $500,000 plus comprehensive employee benefits including medical coverage and paid time off. #J-18808-Ljbffr
    $125k-164k yearly est. 5d ago
  • TAS Director - Financial Due Diligence

    Rsm Us LLP 4.4company rating

    Fort Lauderdale, FL job

    TAS Director - Financial Due Diligence page is loaded## TAS Director - Financial Due Diligencelocations: Miami: Fort Lauderdale: Tampatime type: Full timeposted on: Posted Todayjob requisition id: JR116856We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.RSM is looking for a Director to join our Financial Due Diligence team within our Transaction Advisory Services (TAS) practice. In this dynamic role, you will work with our nationally award-winning Mergers and Acquisitions (M&A) Advisory practice servicing both corporate and private equity clients. Our wholistic M&A group services include assisting our clients with readiness and diligence services pre-close all the way through transaction integration and execution. Our Transaction Advisory Services team is comprised of seasoned, expert, nationally acclaimed and knowledgeable professionals providing buy-side and sell-side financial, technology, and operational diligence services and advice.**Responsibilities:*** TAS Directors will lead and manage multiple challenging financial due diligence engagements and participate in transactions related to the acquisitions and divestitures by private equity investor groups and strategic corporate buyers and sellers.* Develop and deliver quality planning approaches with timely and responsive services and work products that meet and/or exceed client expectations.* Utilize proven business development skills to build upon transaction advisory services work.* Identify business opportunities and enhance go-to-market strategies.* Lead teams to generate a vision, establish direction and motivate members, create an atmosphere of trust, leverage diverse views, and coach staff.**Required Qualifications:*** A bachelor's degree, ideally with a major in accounting or finance* Approximately 10 years of related work experience: with at least 5 years experience in financial due diligence* Successful track record of building and growing a Transaction Advisory Service Practice* Big Four or similar consulting background* Experience servicing private equity groups (PEG)* Experience with developing and supervising staff both on engagements and in their career* Demonstrates thorough knowledge and/or a proven track record of success with operating in a professional services firm or large consultancy At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at .All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please for additional information.At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.Compensation Range: $151,200 - $304,200Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance. #J-18808-Ljbffr
    $79k-107k yearly est. 1d ago
  • Regional Universal Banker - Manchester/Thomaston

    Colony Bank 4.2company rating

    Colony Bank job in Thomaston, GA

    Are you looking for a rewarding career? Then you've come to the right place. At Colony Bank, we have over 400 engaged team members who are part of high performing teams that are empowered to serve our customers. We are passionate about serving our customers and delivering solutions. At Colony Bank, we Make It Easy! Make It Fun! Make It Happen! Position: Regional Universal Banker Purpose: This position is accountable for the delivery of exceptional customer service through the efficient managing of customer interactions. It assumes a role in developing new customer relationships as well as enhancing existing relationships. Position will be required to travel as needed. Essential Functions and Basic Duties: 1. Handle a variety of transactions using own count money, and cross sell bank services. Exercise independent judgment with close supervision. Refer questionable transactions to Head Teller. * Receive commercial and individual checking and savings deposits, verify cash and endorsements and issue receipts. * Cash checks, verify endorsement, validity and availability of funds. * Pay savings withdrawals after verifying balance and signature. * Accept payments (i.e. installment loan, charge card, personal line of credit, etc.) * Maintain accurate records of official checks and bonds. * Work night drop bags and mail receipts, process all mail envelopes. * Sell official checks * Redeem bonds and bond coupons upon desk approval. * Retain custody of operating cash. * Prepare change orders for customers. * Assist with answering telephones. * Sell and cross-sell bank services. 2. Attends to the needs of customers and prospective customers on banking matters. * Recommends, explains, and opens new deposit accounts for customers. * Opens and closes safety deposit boxes. * Maintains confidentiality of customer accounts. * Handles customer complaints related to the Bank's services, explains service charges, and follows through on misdirected items or errors. * Researches and resolves customer problems by serving as a liaison between the customer and the appropriate bank area. * Answers inquiries and provides information on various accounts, loan balances, and other banking services. * Ensures on-going sales, service, and product knowledge, training and self-development. 3. Provides notary public service. 4. Perform a variety of related clerical functions such as: sorting, counting, and wrapping currency and coins, verify straps, maintain records of transactions, balance deposits and cash drawers. 5. Know the procedures for using the on-line computer terminal system and understand how the entry of date affects not only the individual accounts but the entire system. 6. Serve customers in a cordial manner to encourage satisfaction with service. 7. Perform a variety of miscellaneous duties to assist with the work of the department (i.e. 24 Hour Banking and night deposit). 8. Comply with all federal and state laws and regulations. 9. Adheres to limited transaction limits. 10. Complies with all bank and personnel policies and procedures. 11. Complete periodic training provided and/or required by Colony. 12. Other duties as assigned. Qualifications: Education: 1. A high school diploma or equivalent. 2. Successful completion of Teller school provided by Colony. Experience: 1. Previous teller experience - required. 2. Previous banking experience - preferred. Knowledge: 1. A thorough knowledge of teller procedures or general bank operations. 2. Understand bank policies and procedures. 3. Have a thorough knowledge of bank products and services. 4. Have the ability to effectively handle all routine and complex transactions at the branch. 5. Knowledge of up-to-date loan compliance policies and procedures. Skills/Abilities: 1. General clerical and math skills. 2. Must present a professional image in dealing with customers, interdepartmental and external representatives. 3. Perform duties with considerable speed and accuracy. 4. Sales and service skills; demonstrated ability to positively persuade customers and to identify and satisfy their needs. 5. Ability to coordinate a high level of activities in a variety of conditions. 6. High degree of accuracy and attention to detail. 7. Ability to handle information of confident nature. 8. Ability to adhere to deadlines and tight schedules. 9. Ability to use various office equipment, including, computer, e-mail, internet, Excel, and Microsoft Word. 10. Have a high degree of interpersonal skills, attitude, judgment, communication and the ability to effectively interact with customers and employees. 11. Ability to exercise personal and professional responsibility and work with limited direction. 12. Demonstrate a "Team" attitude at all times. Colony Bank is an equal opportunity employer.
    $29k-34k yearly est. 13d ago

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