Customs Brokerage Entry Specialist
Customer service associate job in Miami, FL
A1 Worldwide Logistics, Inc. is a Freight Forwarding and Customs Brokerage firm that provides personalized one-on-one service to help individuals and businesses navigate the logistics process. We are dedicated to providing the highest level of customer service while helping our clients navigate the import and export process.
We currently have an open Customs Brokerage Entry Specialist position. The ideal candidate will have recently graduated or be pursuing a degree in International Business, be well-organized, customer-focused, and possess good communication skills.
Job Requirements:
The ideal candidate must be located in
Miami, Florida
The expected length of relevant prior experience beyond formal education is 3 to 5 years.
Excellent Customer Service skills
Detail and outcome-oriented
Well-organized and able to effectively manage multiple priorities
Professional manner with a strong ethical code
Strong analytical thinking and problem-solving skills
Good computer skills, including Microsoft Office, Word, Excel, and Outlook
Self-motivated and able to stay on task with little or no supervision
Fluent in English and Spanish preferred
A fast-paced, deadline-driven office environment demands multitasking and effective time management.
Job Responsibilities:
Perform Administrative tasks: Answer telephones, respond to inquiries, and/or refer callers accordingly
Printing documents, opening files, collecting documents from clients, tracing shipments
Work directly with customers, Customs, and overseas offices to file entries
Tracking shipments and obtaining arrival information, Air & Ocean
Make U.S. Customs entries under U.S. Customs law
Ensure that all documents required by U.S. Customs regulations are correct and complete
Classification
Ensure that entries are in compliance with U.S. Customs
Working knowledge of PGAs - FDA, FCC, USDA, FWS, etc.
Coordinating deliveries with truckers and clients
Maintain up-to-date knowledge, including any needed continuing education, of the regulations and procedures.
Perform other duties as requested by management
***Only CVs in English will be considered***
Bilingual Customer Service Representative
Customer service associate job in Fort Lauderdale, FL
Bilingual Customer Service Representative
$20-21 Hourly Based On Experience
Looking to HIRE RIGHT AWAY!!
Shifts:
Monday-Friday: 9am-6pm
Saturday: 11am-6pm
Must Haves:
Self-sufficient - Will be opening and closing by themselves
Basic computer skills to enter shipping/tracking information
Customer Service experience
Organized, reliable, & meet deadlines
Strong written and verbal communication skills
Ability to lift packages of 30-50lbs when needed
Bilingual in English and Spanish
Day to Day:
This is a huge opportunity to get your foot in the door with a large fortune 500 company. The associate will have the potential opportunity to eventually grow with the operations, finance, or marketing divisions of the company if desired. The Associate will be opening and closing the store each day. They will be helping take packages from customers and ensure the packages are logged correctly to end up in the right location. They will be servicing anywhere from 1-2 clients per hour and helping to create new shipment logs/labels. They will be able to reach out to other team members for any questions that need to be escalate
Customer Success Representative - Bilingual
Customer service associate job in Miami, FL
Verifi Concrete is a leading provider of cutting-edge digital solutions for the concrete industry, revolutionizing how concrete is monitored, managed, and optimized. Our technology enables real-time tracking of concrete properties, enhancing quality control, efficiency, and sustainability across construction projects. With a strong focus on innovation, automation, and data-driven insights, Verifi Concrete empowers clients to reduce material waste, improve operational performance, and drive cost efficiencies.
As we continue our global expansion, we are looking for dynamic professionals to join our team and contribute to transforming the future of concrete & construction technology.
Candidate must be located in the Southern FL area with a preference of bilingual (English / Spanish)
Business Management:
Providing solutions for their businesses that are in line with value derived from Joint Business Plans with customer .
Monitoring competitor activity and ensuring appropriate action is taken.
Building long-term relationships with customers ensuring that value needs are fulfilled, helping provide process', structure and value support
Networking through active participation in industry association events and committee assignments
Working directly with Field Service Managers and Field Service Technicians to bring value to customer
Commercial & Excellence in Execution:
Actively works with other departments including Sales, Field Service, command center and R&D to ensure customer service needs are met. Identifies bottlenecks in service and works within the company to resolve issues
Works with Customer Success Manager to create process' and plans to promote value, derived from Joint Business plans with Client Engagement Managers
Coordinates initiatives with team members in Client Engagement and Customer Success Manager
Leads the development and implementation of the account plans and value actions. The assigned Account(s) initiatives and success will be the responsibility of the Customer Success Representative
Leveraging local relationships to generate leads in current markets up to the Client Engagement Manager and Business Development.
Is this job for you ?
Education
Required
High School Diploma or Equivalent
Preferred
Bachelor's Degree - Engineering or Business
Work Experience
Required
Microsoft Excel/Outlook
Bilingual - English / Spanish
Preferred
Business knowledge - Business, sales experience
5+ years of product engineering experience with electro-mechanical system, preferably in the industrial sector
3+ years Ready mix or equal experience
Tableau/Power BI
Licenses and Certifications
Osha 10 - Preferred
PHS Customer Service Representative
Customer service associate job in Miami, FL
BMI Companies, part of BMI Financial Group, Inc has nearly five decades of experience providing insurance and solutions for families worldwide. Specializing in high-quality Life Insurance, Health Insurance with global coverage, and Travel Assistance Plans, BMI is committed to innovating insurance products for the international community.
About the Role: The PHS Customer Service Representative will be responsible for providing high-quality service and support to our life insurance policyholders. He/she will be handling inquiries, processing policy change service requests, resolving issues, and delivering accurate information efficiently and professionally.
The PHS Customer Service Representative must be able to work in a high performance, customer-focused team environment, helping to maintain a positive customer experience while ensuring compliance with company standards and regulatory requirements.
This is a 100% IN- OFFICE opportunity - Applying candidates MUST live in Miami, FL and be fluent in Spanish and English.
Responsibilities:
Respond to incoming emails, calls, and inquiries from policyholders, agents, and other stakeholders.
Provide clear and accurate information regarding life plans, including billing, coverage details, and policy changes.
Process policy service requests such as beneficiary updates, payment method changes, address changes, policy assignments, in-force illustrations, benefit payments, and other policy changes.
Document all customer interactions and actions taken in the customer relationship management (CRM) system
Assist with outbound calls or follow-ups as required.
Provide limited customer service support to company local office affiliates.
Assist with special projects as assigned.
Contribute to team goals for service, accuracy, and customer satisfaction.
Qualifications:
Bilingual- Excellent written and verbal communication in Spanish and English a must.
Associate or Bachelor's Business Degree Preferred
Experience in customer service (minimum two years) preferably in the insurance or financial services sector.
Previous customer service experience with LATAM customers a PLUS
Knowledge of life insurance products and terminology.
Customer focused mindset with empathy and patience.
Ability to multi-task and manage time effectively.
Attention to detail and high level of accuracy in data entry and documentation.
Familiarity with CRM systems and Microsoft Office software
Committed team player who actively supports colleagues and contributes to team goals.
Customer Care Specialist
Customer service associate job in Islamorada Village of Islands, FL
The Florida Sea Base is seeking a highly skilled professional to provide in-depth analysis of customer, product, and operational issues, and to resolve escalated problems of the highest complexity. This role ensures that customers receive exceptional service through efficient order processing, accurate correspondence, and seamless coordination with internal teams. A successful candidate for this role should possess a mix of technical expertise, customer-centric mindset, and leadership skills.
This is an ideal position for a professional looking to transition to the role of council program director or camp director.
This position reports to the Manager of Operations, Florida Sea Base.
Responsibilities
Serves as an escalation point for issues of the highest complexity; resolves conflicts involving scheduling, resources, or technical problems.
Provides analysis and audits on operational processes, call volume, scheduling, and staffing. Administers system modifications. Identifies areas for improvement and recommends process or system changes to management. Oversees or leads projects.
Provides workflow coordination, scheduling, and training to the customer service staff.
Performs other job-related duties as assigned.
Competencies
Knowledge of: Customer service best practices; relevant computer systems and applications; typical operational processes and procedures for addressing customer needs.
Skill in: Conflict resolution and de-escalation; problem-solving and critical thinking; active listening and empathy; communication, both written and verbal; teamwork and collaboration.
Ability to: Work independently and as part of a team; manage multiple tasks and prioritize effectively; analyze data and identify trends; recommend and implement process improvements and enhancements; empathize with the needs of customers and offer appropriate solutions or options.
Qualifications
Minimum of four (4) years of experience in customer service, ideally involving complex issue resolution and process improvement.
Must pass a criminal history background check.
Any work-related experience resulting in acceptable proficiency levels in the above Minimum Qualifications is an acceptable substitute for the above-specified education and experience requirements.
Preference
Bachelor's Degree in Business Administration or a related field from an accredited college or university is preferred.
Customer Service Representative
Customer service associate job in Doral, FL
A growing manufacturing organization is seeking a proactive and detail-oriented Customer Service Representative (CSR) to support a rapidly expanding customer base and internal sales operations. This role plays a key part in the order-to-shipment lifecycle, serving as a central point of contact for customers while ensuring accuracy, efficiency, and exceptional service throughout the order management process.
The ideal candidate is highly organized, customer-focused, and experienced in managing orders within an ERP-driven environment.
Key Responsibilities
Enter and process customer purchase orders accurately within the ERP system
Manage order flow from initial entry through shipment and delivery
Communicate proactively with customers regarding order status, timelines, and changes
Serve as the primary point of contact for customer inquiries, issue resolution, and follow-up
Coordinate closely with Sales, Operations, Production, and Logistics teams
Monitor backorders, inventory availability, and shipment schedules
Maintain accurate and up-to-date customer and order documentation
Support credit review and approval processes as needed
Required Qualifications
3+ years of customer service, order management, or sales support experience
Strong written and verbal communication skills
Experience working with ERP systems (preferred)
High level of accuracy in data entry and order processing
Proficiency in Microsoft Office (Excel, Outlook, Word)
Preferred Qualifications
Experience in manufacturing, electrical products, construction materials, or industrial environments
Bilingual (English/Spanish) is a plus
Core Competencies
Customer communication and relationship management
Problem-solving and issue resolution
Time management and prioritization
Team collaboration across departments
What's Great About Working Here
Stable, Growing Organization: Be part of a company experiencing consistent growth and operational expansion
Cross-Functional Exposure: Work closely with sales, production, operations, and logistics teams
Process-Driven Environment: Structured systems and clear workflows support accuracy and success
Customer-Focused Culture: High service standards with a strong emphasis on reliability and responsiveness
Long-Term Career Potential: Opportunities to grow within customer service, operations, or sales support functions
Team-Oriented Workplace: Collaborative environment where attention to detail and accountability are valued
Account Service Representative -Field Sales
Customer service associate job in Doral, FL
The Account Service Representative is responsible for delivering exceptional service to brokers, agencies, and employer groups. This role supports the full lifecycle of group accounts-renewals, enrollments, changes, claims support, quoting follow-ups, and carrier communication. The ASR works closely with the sales and operations team to ensure accuracy, timeliness, and high customer satisfaction
What you'll be doing:
Broker & Agency Support:
Serve as the primary point of contact for agencies regarding group insurance questions, documentation, renewals, and service needs.
Assist brokers with quoting requests, benefit summaries, enrollment materials, and onboarding documentation.
Provide clear guidance on medical, dental, vision, GAP, and ancillary benefits.
Group Account Management:
Support new group onboarding, including application review, census validation, and carrier submissions.
Assist with open enrollment meetings, renewal reviews, and plan comparison tools.
Maintain accurate group records, policy details, and service notes.
Track renewals, missing documents, billing issues, and enrollment updates.
Carrier & Vendor Coordination:
Communicate with carriers regarding applications, eligibility, billing discrepancies, and service issues.
Facilitate resolution of escalated member and employer concerns.
Ensure compliance with carrier guidelines and timelines.
Administrative & Operational Tasks:
Prepare service emails, renewal notices, spreadsheets, and standardized documents for agencies and employers.
Maintain CRM activity logs, follow-up tasks, and documentation.
Assist the Group Sales Director in tracking KPI metrics and service SLAs
Requirements:
Must know all carriers. Traditional group insurance
Must have knowledge of working with a census
Customer service experience
215 License required
Reliable transportation
Qualifications:
Salesforce knowledge helpful
Ichra knowledge helpful
Business development experience
5-10 years of experience in health insurance, group benefits, or employee benefits
administration (preferred).
Knowledge of medical, dental, vision, GAP, and ancillary products.
Strong communication skills-professional, clear, and customer focused.
Ability to manage multiple priorities with attention to detail and deadlines.
Proficient in Microsoft Office (Excel, Word, PowerPoint); CRM experience is a plus.
Bilingual (English/Spanish)
Salary range: $55-$75k + Commission
Schedule: 9-5 with occasional weekend events. Hybrid/remote possible after 90 days.
January start date
Sales Associate - Safety
Customer service associate job in Miami, FL
We are a dynamic, growing tech hardware company based in Miami, FL, seeking an energetic and ambitious Sales Associate to grow our safety glasses division. You will be responsible for growing our account roster for our groundbreaking smart safety glasses, a unique new product line that combines eye protection and Bluetooth audio in one.
Key Responsibilities
1) Manage and grow a portfolio of B2B PPE accounts, including distributors, construction companies, logistics companies, industrial clients, and healthcare organizations.
2) Identify new business opportunities within target industries and regions.
3) Develop and deliver product presentations, demonstrations, and training sessions to clients.
4) Collaborate with internal teams (marketing, logistics, product development) to ensure smooth order processing, timely delivery and customer satisfaction.
5) Negotiate pricing, contracts, and service terms in line with company guidelines.
6) Maintain accurate records of customer interactions, sales activity, and forecasts using CRM tools.
7) Stay informed on PPE industry trends, standards, and regulatory requirements.
8) Attend trade shows, exhibitions, and networking events to represent the company and build brand awareness.
Qualifications
Bachelor's degree in Business, Marketing, or related field (or equivalent experience).
2+ years of experience in sales, account management, or customer service - preferably within PPE, safety, eyewear or industrial products.
Strong communication, negotiation, and relationship-building skills.
Proven track record of meeting or exceeding sales targets.
Knowledge of OSHA, ANSI, and other relevant safety standards is a plus.
Shopify experience is a plus.
Proficiency in CRM systems (e.g., NetSuite) is a plus.
Ability to travel with regularity is required (all travel expenses covered by company)
What We Offer
Base of $45-55k depending on experience, plus commission on all sales.
Comprehensive benefits package (health, dental, vision, company equity)
Ongoing training and professional development opportunities.
A collaborative, growth-focused company culture.
Customer Services Specialist
Customer service associate job in Miami, FL
ABOUT THE ROLE
The Client Services Specialist will support a top-producing four-person leasing team in Miami, led by the Vice Chairman and Co-Head of Florida for the Miami Office. This person will play a central role in keeping the team organized and efficient, helping manage projects, client deliverables, and daily operations. The ideal candidate is a fast learner who thrives in a busy environment, takes initiative, and helps the team stay on track across all active assignments.
KEY RESPONSIBILITIES
Marketing Coordination
Lead all aspects of the team's marketing efforts, from concept through execution, for property campaigns, client presentations, and new business pursuits.
Lead Social Media Management efforts such as LinkedIn a plus
Develop, proof, and produce marketing materials including proposals, pitch decks, offering memorandums, and brochures that align with Savills' brand standards.
Use Salesforce, LinkedIn, CoStar, and Exact Target to support prospecting, marketing outreach, and engagement tracking.
Coordinate photography, floor plans, and other creative assets with vendors and internal teams.
Maintain and organize the team's contact database while improving marketing processes for better efficiency and results.
Financial Support
Handle billing, invoicing, and expense reports for the team.
Update and maintain stacking plans and other financial tracking tools in Excel.
Administrative Support
Greet and assist guests; answer and route incoming calls.
Manage incoming and outgoing mail and packages.
Keep Salesforce and other CRM databases accurate and up to date.
Schedule meetings, conference calls, and team activities.
Set up conference rooms and prepare materials for client meetings.
Client Interface
Help prepare materials and presentations for client meetings.
Participate in client pitches as needed.
Coordinate communication and logistics between the team and clients.
Process Management
Work closely with the team to manage all active projects and client assignments from start to finish.
Keep track of deliverables, deadlines, and follow-ups to ensure nothing falls through the cracks.
Anticipate next steps and help keep the team organized and accountable.
Serve as the central point of coordination for ongoing projects and team priorities.
Partner with other Client Services Specialists and Operations staff on office-wide initiatives.
Qualifications
Bachelor's degree preferred (Business, Marketing, Communications, Real Estate, Finance, or related field).
Professional, proactive, and able to work both independently and as part of a team.
Minimum of 3+ years of experience in marketing, administration, or commercial real estate preferred. Engagement and interaction with support of upper management is important.
Strong skills in Microsoft Office (Namely: Excel, PowerPoint, Word) and Salesforce.
Familiarity with Adobe InDesign, CRM, and email marketing tools such as SalesForce a plus.
Excellent written and verbal communication skills.
Strong organizational skills, attention to detail, and the ability to handle multiple priorities.
WHY JOIN US?
Join one of Miami's most established office leasing teams at Savills. This position offers exposure to all sides of the business-marketing, financial analysis, and client strategy-and is a great opportunity for someone looking to build a long-term career in commercial real estate.
Savills values a diverse work environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteran status, or any other protected characteristic. Savills participates in the E-Verify program.
Sales Associate
Customer service associate job in Miami, FL
JOB TITLE: Sales Associate
REPORTS TO: General Manager
Job Purpose:
The Sales Associate is responsible for providing exceptional client experience and product knowledge to drive individual and store sales targets and KPI's. Acting as a brand ambassador, the Sales Associate builds strong and lasting client relationships and upholds the TOM FORD identity and values increasing engagement and client loyalty.
Tasks & Responsibilities:
Sales Responsibilities
Work closely with Store Leadership to achieve Daily, Weekly and Monthly sales targets
Generate and manage individual, high-volume sales business and achieve individual sales goals
Source, recruit, develop and maintain client book
Track and grow spend of existing client network
Manage regular client outreach, consignment, and appointment setting
Follow-up on client purchases, alterations, deliveries, special orders, MTM fittings, client specific requests
Maintain strong product knowledge of current and past collections at all times
Provide product and client feedback to Store Leadership and Merchandising team
Deliver outstanding service to TOM FORD clients
Maintain an active presence in the local community; keep informed about major events and client activities
Adhere to company policies and procedures at all times
Create high energy and a positive work environment
Job Requirements
3-5 years of retail sales experience required; preferably in a luxury environment
Strong entrepreneurial spirit and initiative
Strong strategic sales & commercial mindset
Exceptional client development skills
Deep knowledge of the luxury industry with a high level of fashion sensitivity
Strong interpersonal, communication, organization, and follow-through skills
Ability to excel in a fast paced, high energy and a positive work environment.
Availability to work during Store hours of operation, including nights, weekends, and holidays, as needed
Must be able to operate all equipment necessary to perform the job, including Microsoft Excel, Word, PPT and Microsoft Teams, POS and phone systems, cash register and all other office equipment as needed
Customer Retention Specialist - ACA Health Insurance (Licensed)
Customer service associate job in Deerfield Beach, FL
Job Title
Customer Retention Specialist - ACA Health Insurance (Licensed)
We are seeking a motivated, licensed Customer Retention Specialist to support and retain our Affordable Care Act (ACA) health insurance book of business. This role focuses on building strong relationships with existing policyholders, proactively addressing their needs, and ensuring they maintain the right coverage year after year.
Join a fun, high-energy working environment!
You must hold an active Health Insurance License to be considered for this position.
Key Responsibilities
Policyholder Retention & Support
Make outbound and receive inbound calls to existing ACA members to review their coverage and encourage policy retention.
Conduct annual and periodic coverage reviews with customers to ensure plans still meet their needs and budget.
Proactively identify customers at risk of cancelling or lapsing and provide solutions to retain their business.
Educate members on plan benefits, networks, and basic ACA concepts (premium tax credits, cost-sharing reductions, etc.) without providing tax or legal advice.
Enrollment & Renewal Assistance
Assist customers with ACA renewals, plan changes, and updates during Open Enrollment and Special Enrollment Periods.
Verify and update customer information to maintain accurate records (income, household size, contact details, etc.).
Help members understand important deadlines and the impact of changes on their coverage and subsidies.
Compliance & Documentation
Follow all CMS, marketplace, and state regulatory guidelines for ACA enrollments and member communications.
Accurately document all customer interactions, retention efforts, and outcomes in the CRM and/or agency management system.
Protect customer privacy and handle all PHI and PII in compliance with HIPAA and company policies.
Collaboration & Performance
Work closely with sales, service, and operations teams to ensure a smooth customer experience.
Meet or exceed retention, call quality, and productivity targets.
Provide feedback and insights on customer trends, common issues, and opportunities for process improvement.
Qualifications
Required
Active Health Insurance Producer License in [State] (or ability to obtain prior to start date).
1-2+ years of experience in customer service, account management, or retention, preferably in health insurance or financial services.
Working knowledge of ACA individual and family plans (on- and off-exchange), or strong willingness to learn quickly.
Strong verbal and written communication skills, with a professional and empathetic phone presence.
Ability to explain complex information in simple, clear language.
Comfortable working with call metrics, KPIs, and performance goals.
Proficiency with basic computer applications and CRM or agency management systems.
Preferred
Prior experience working with ACA enrollments on Healthcare.gov or a state-based marketplace.
Experience in a call center or high-volume customer contact environment.
Bilingual (e.g., English/Spanish) a strong plus.
Core Competencies
Customer Focus: Genuinely cares about helping people maintain appropriate coverage.
Persuasion & Retention Skills: Able to address concerns, handle objections, and present alternatives that keep customers insured.
Detail-Oriented: Accurate with data entry, documentation, and compliance steps.
Problem-Solving: Quickly identifies issues and offers practical solutions.
Resilience: Stays positive and professional when dealing with upset or anxious customers.
Team Player: Collaborates well with colleagues and supports team goals.
Work Environment & Schedule
Monday - Friday 9am - 6pm
Full-time position; extended hours and overtime may be required during peak periods such as Open Enrollment.
Pay
Base of $700 week + commission. $1000+ per week.
Auto-ApplyReservations Agent
Customer service associate job in Fort Lauderdale, FL
Job DescriptionJoin Vacatia and Deliver Exceptional Experiences for Owners & Guests
Location: Current location: Vacation Village at Weston location at 16461 Racquet Club Road Weston Fl 33326
Location will be moving to come February of 2026: 2626 East Oakland Park Blvd Fort Lauderdale, FL 33306
Vacatia is an innovative hospitality company reinventing the vacation rental and ownership experience across discovery, booking, and stay. We're building the next generation of travel lifestyle products; blending technology, hospitality, and design to create smarter, more connected experiences for guests, owners, and partners.
We're looking for a detail-oriented, service-driven reservations professional who will support owners and guests through accurate, efficient, and high-quality reservation management across multiple systems and channels. If you thrive in fast-paced environments and excel at solving customer needs with warmth and precision, this is your opportunity to support our frontline commitment to excellence.
Why You'll Love Working at Vacatia
Build the Future: Support a modern, tech-enabled reservations operation leveraging Salesforce, Cloudbeds, and integrated booking platforms.
Impact That Matters: Be the first point of contact delivering a seamless, positive experience for owners, guests, and partners.
Innovation at Scale: Work with cross-functional teams and multiple systems to streamline reservations, verifications, rental agreements, and maintenance fee inquiries.
Autonomy and Ownership: Own your queue, manage high-volume communication channels, and make service decisions that directly impact the customer experience.
Culture of Growth: Join a people-first environment that values learning, collaboration, adaptability, and continuous improvement.
Your Impact
Manage reservation workflows by processing new bookings, exchanges, modifications, and cancellations across Salesforce, Cloudbeds, and connected platforms.
Support owners directly by handling maintenance fee inquiries, account questions, rental agreements, and verification processes.
Elevate service delivery by managing high-volume inbound/outbound calls, as well as email and message-based communication channels.
Ensure system accuracy by documenting updates, interactions, and reservation details within Salesforce and booking systems.
Collaborate cross-functionally with Owner Services, resort teams, and third-party partners to resolve issues and secure smooth arrivals.
Adapt quickly during high-demand periods, supporting overflow call volume and shifting priorities with professionalism and poise.
What You Bring
1+ year of experience in reservations, hospitality, customer service, travel, or related fields.Timeshare, hotel, or travel agent experience strongly preferred.
Strong communication, service mindset, and problem-solving abilities.
Ability to manage high call volume while maintaining accuracy and professionalism.
Comfort working in Salesforce, Cloudbeds, or similar reservation/CRM systems (preferred).
Bilingual English/Spanish strongly preferred.
High school diploma preferred.
Ability to multitask, learn quickly, and thrive in a fast-paced, evolving environment.
Join Us
Join us at the start of something big. If you're ready to deliver exceptional owner experiences and be a key part of our high-performing Owner Services team, we'd love to hear from you.
Client Success Specialist
Customer service associate job in Miami, FL
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.
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Private Client Experience Specialist - Miami, FL
Customer service associate job in Miami, FL
JobID: 210693182 JobSchedule: Full time JobShift: : Are you ready to join a team that is redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team that is dedicated to delivering unparalleled service.
As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team.
Job Responsibilities
* Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed.
* Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers.
* Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients.
* Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters.
* Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events.
* Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager
Required Qualifications, Capabilities, and Skills
* A minimum of two years of financial services experience.
* Demonstrated experience delivering exceptional client service to an affluent client base.
Preferred Qualifications, Capabilities, and Skills
* A bachelor's degree
* Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Auto-ApplyReservation Agent
Customer service associate job in Miami, FL
Job Title: Reservations Agent
Department: Reservations
Reports To: Director of Rooms
FLSA Status: Non-Exempt
The Reservation Agent plays a pivotal role in providing exceptional customer service and efficient reservation processing. This detail-oriented individual assists customers with their booking needs, offering travel suggestions, and ensuring a seamless reservation experience.
RESPONSIBILITIES:
Assist and advise customers in selecting from a variety of travel options.
Make reservations based on customer requirements and budgetary allowances.
Check the availability of accommodation or transportation for customers' desired travel dates.
Help plan travel itineraries by suggesting local tourist attractions and places of interest.
Process payments and send confirmation details to customers.
Resolve any issues that may arise with bookings or reservations.
Sell and promote reservation services, including additional offerings such as tour tickets, travel insurance, or upgraded accommodations.
Answer customer questions about the reservation process.
Up-sell when appropriate, informing customers of additional services or special packages.
Provide support to customers needing to amend or cancel a reservation.
QUALIFICATIONS:
Experience working in sales or public relations, preferably in the hospitality or travel industries.
Customer service experience.
Multi-tasking and time-management skills, with the ability to prioritize tasks.
Proficient in Microsoft Office Suite.
Data entry experience.
Flexible working hours.
EDUCATION:
High School Diploma / Bachelor's degree in a related field is highly preferred.
LANGUAGE SKILLS:
Excellent verbal and written communication skills in English and Spanish (preferred).
REASONING ABILITY:
Excellent verbal and written communication skills, with the ability to interact effectively with guests, associates, and external partners.
Ability to work well under pressure and respond quickly and effectively to emergencies.
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 essential functions.
Prolonged periods sitting at a desk and working on a computer or standing for a prolonged time.
Must be able to lift up to 15 pounds at times.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. This job is primarily performed in an office environment with a moderate noise level. While performing the duties of this job, the employee is required to frequently inspect inside and outside areas of the property location and may be exposed to on-going construction and various weather conditions. The noise level in the work environment may range from moderate to loud.
The above job description describes the primary duties and qualifications for this position. The company reserves the right to modify, add, or remove duties and other duties as necessary.
This candidate for this position is an at-will employee and subject to termination with or without cause or notice.
Reservations Agent
Customer service associate job in Miami, FL
Process all reservation requests, changes, and cancellations received by phone, fax, or mail. Identify guest reservation needs and determine appropriate room type. Verify availability of room type and rate. Explain guarantee, special rate, and cancellation policies to callers. Accommodate and document special requests. Answer questions about property facilities/services and room accommodations. Follow sales techniques to maximize revenue. Input and access data in reservation system. Indicate special room reservation types (e.g., complimentary rooms, employee discounts, travel agent inspection rates, and wholesale reservations) by inputting the correct code and rate into the reservation system. Follow proper escalation procedures when addressing guest concerns.
Follow all company policies and procedures; ensure uniform and personal appearance are clean and professional; maintain confidentiality of proprietary information; protect company assets; protect the privacy and security of guests and coworkers. Welcome and acknowledge all guests according to company standards; anticipate and address guests' service needs; assist individuals with disabilities; thank guests with genuine appreciation. Speak with others using clear and professional language; answer telephones using appropriate etiquette. Develop and maintain positive working relationships with others; support team to reach common goals; listen and respond appropriately to the concerns of other employees. Comply with quality assurance expectations and standards. Move, lift, carry, push, pull, and place objects weighing less than or equal to 10 pounds without assistance. Perform other reasonable job duties as requested by Supervisors.
PREFERRED QUALIFICATIONS
Education: High school diploma or G.E.D. equivalent.
Related Work Experience: No related work experience.
Supervisory Experience: No supervisory experience.
License or Certification: None
At Marriott International, we are dedicated to being an equal opportunity employer, welcoming all and providing access to opportunity. We actively foster an environment where the unique backgrounds of our associates are valued and celebrated. Our greatest strength lies in the rich blend of culture, talent, and experiences of our associates. We are committed to non-discrimination on any protected basis, including disability, veteran status, or other basis protected by applicable law.
Auto-ApplyReservation Agent - Full Time
Customer service associate job in Miami, FL
Job Description
Processes telephone calls and reservations in a timely manner following Trump National Doral standards. Answers all telephone calls including reservations and guest inquiries in a friendly and courteous manner, for package reservations, tee times, spa appointments and internal and external communications.
EXAMPLES OF DUTIES:
ESSENTIAL FUNCTIONS OF RESERVATION CALLS:
Answers all reservations, telephone calls and emails in a friendly manner, using clear English communication. When processing emails or listening to callers, ensure a clear understanding of their inquiries and requests. Promptly provides accurate information regarding availability of accommodations and other requested information.
Assists other departments such as Sales, Meetings and Conventions and Front Office with reservation related questions.
Use proper selling techniques and maintain the utmost in professionalism while personalizing each call.
Determine caller's needs through active listening and using probing questions to satisfy and sell to those needs.
Processes all group contracts from the Sales Department. Obtains data from various sources, including but not limited to faxes, electronic messages and handwritten lists. Enters all group blocks into reservations computer system and verifies correctness of data entered against the data received. Follow up with the Sales Department regarding all questions that stem from the groups. Monitors group blocks after they have been entered into the computer system.
Achieve or surpass all departmental standards in regards to shop scores, calls answered, call conversion.
Maintains suite and VIP reservation request process and inventory controls for all suites and other room accommodations, as needed, to maximize revenue and meet guest needs.
ESSENTIAL FUNCTIONS OF INTERNAL AND EXTERNAL CALLS and COMMUNICATIONS:
Answers calls originating from external and internal sources. Directs the caller to the appropriate extension or room. Verifies last name of guest for all room calls. Assists guests with directions or other requests. Directs hotel staff to assist guests, upon request. Communicates to callers in a clear and concise manner. Inputs/writes messages using proper grammar and spelling. Verifies names and telephone numbers.
Properly handles all incoming urgent matters or emergencies for the guests and hotel. Works with hotel management and/or security in order to calmly direct appropriate action. Appropriately documents all emergencies.
Greets callers with a friendly and sincere welcome. Uses a positive and clear speaking voice, listen to and understand requests, responds with appropriate action and provides accurate information such on outlet hours, special VIP programs, events, etc.
Promptly answers the telephone and web inquiries. Inputs messages into the computer and tells other associates of special guest needs. Retrieves messages and communicates the content to the guest.
Enters all guest responses and requests into Alice in order to provide effective and efficient service.
Provides a record of all Guest Insights to allow departments to properly research and respond to the guest for any challenges which may occur.
Field guest complaints, conducting research to develop the most effective solutions and negotiate results. Listens and extends assistance in order to resolve problems such as price conflicts, insufficient heating or air conditioning, etc. Remains calm and alert especially during emergency situations and heavy resort activity. Plans and implements detailed steps by using experienced judgment and discretion.
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 hotel.
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.
SUPPORTIVE FUNCTIONS:
In addition to performance of the essential functions, this position may be required to perform a combination of the following supportive functions, with the percentage of time performing each function to be solely determined by the supervisor based upon the particular requirements of the company.
Assists office in any other administrative duties as needed.
Prepares reports as required.
Attends training and meetings as required.
Attempts to communicate with guests in guest's native language.
Remains calm and alert, especially during emergency and/or heavy hotel activity, and resolves complications such as location changes or credit issues.
Summons team members to escort guests to/from their rooms as appropriate.
Operates various office machines.
Operate facsimile to send and receive transmissions for guests. Notify guests of receipts using a computer system.
Call for repair and technical support of all computer based PBX equipment.
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.
Ability to read, listen and communicate effectively in English.
Ability to access read and accurately input information using a moderately complex computer system.
Ability to effectively deal with both internal and external guests, some requiring high levels of patience, tact and diplomacy. This involves listening to the nature of the concern, demonstrating empathy with the guest and providing positive and proactive solutions.
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
Standing Occasional
Walking Frequent
Climbing stairs Occasional
Crouching/Bending/Stooping Rare
Reaching Frequent
Grasping Frequent
Pushing/Pulling Rare
Near Vision Constant
Far Vision Constant
Hearing Constant
Talking Constant
Taste Never
Smell Never
Lifting/Carrying (# lbs) Occasional up to 20 lbs.
Travel Rare
Typing Constant
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.
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 hotel 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 Manager.
QUALIFICATION STANDARDS:
EDUCATION
High School graduate or equivalent required.
EXPERIENCE
One to two years of prior Guest Service, Reservations, Front Office or Sales experience is preferred. Prior luxury hospitality experience and previous PBX experience preferred. Ability to speak multiple languages is desirable.
LICENSES OR CERTIFICATES
None
GROOMING/UNIFORMS
All employees must maintain a neat, clean and well-groomed appearance. Specific uniform guidelines and/or required articles of clothing will be explained to you as a part of the orientation process.
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.
Private Client Experience Specialist - Miami, FL
Customer service associate job in Miami, FL
Are you ready to join a team that is redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team that is dedicated to delivering unparalleled service.
As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team.
Job Responsibilities
Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed.
Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers.
Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients.
Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters.
Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events.
Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager
Required Qualifications, Capabilities, and Skills
A minimum of two years of financial services experience.
Demonstrated experience delivering exceptional client service to an affluent client base.
Preferred Qualifications, Capabilities, and Skills
A bachelor's degree
Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process
.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Auto-ApplyClient Specialist III
Customer service associate job in Coral Gables, FL
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
Auto-ApplyClient Specialist III
Customer service associate job in Coral Gables, FL
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