Customer support representative jobs in Doral, FL

Job Title: Customer Success Specialist Type: Full Time Client Overview: Our client is a Miami-based startup transforming how people interact with government services. Using advanced AI, they streamline complex processes like passports, visas, and vehicle registration - making them faster, easier, and stress-free. Their vision is to make the customer experience seamless through our marketplace of trusted couriers. As a Customer Success Specialist, you will balance quality service with high-volume output - making 150-200 outbound calls per day. It is crucial keeping the conversations focused, efficient, and results-driven. Success in this role means helping customers complete their applications, preventing cancellations or refunds, and maintaining a positive experience throughout. Most customer interactions are managed by our AI platform, in this role you will join a dedicated on-site team that handles escalations, retention outreach, and follow-up calls requiring a human touch. This is a fast-paced, performance-driven position where communication skill, focus, and consistency directly impact success. Being on time, maintaining impeccable attendance, and taking full responsibility for your performance are essential. Responsibilities Make and manage a high volume of outbound calls (150-200 daily) through our AI platform Guide customers through passport, visa, and registration applications Maintain efficient call pacing - balancing quality, empathy, and productivity Focus on retention and refund prevention, resolving concerns quickly Document outcomes and feedback to improve AI workflows and customer experience Collaborate with teammates and product teams to enhance customer journeys Be punctual, reliable, and accountable every day Qualifications 1+ year in a customer success, sales support, or call center environment Proven ability to manage high call volume with professionalism and consistency Strong verbal communication and persuasive problem-solving skills Experience with CRM or AI-driven tools (training provided) Excellent time management - able to stay productive and keep calls concise Dependable, punctual, and responsible with a strong work ethic Positive, team-oriented attitude with a competitive edge Bachelor's degree preferred but not required Must be legally authorized to work in the U.S. (background check required) Compensation & Benefits 💰 $50,000/year 🚗 Parking pass provided 🍳 Complimentary breakfast and snacks 🩺 Aetna Health, Vision, Dental, and Life Insurance 🏖️ 10 PTO days per year + most federal holidays off 📈 Growth opportunities within a high-performing startup Why Join Our Client? You will be part of a team where speed, accountability, and service quality go hand in hand. You will help customers complete essential government services while contributing to a fast-scaling company that blends AI efficiency with human empathy.

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.

Salary Range\: $20.00 to $33.05 hourly + bonus + benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window\: https\://******************* Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in this role? This is a critical frontline role in our contact center, answering calls from our premium card members in a high-volume environment. We pride ourselves on delivering a flawless service, as well as creating unique and exclusive experiences for our Platinum Card Members. Our Premium Cruise and Custom Vacation Consultants use their passion for travel to surpass Card Member expectations by designing unforgettable trips and memories for our Platinum Card Members. They are brand ambassadors who take pride in their ability to deliver personalized vacation using our best-in-class service, exclusive programs and premium benefits - inspiring long-term relationships and loyalty along the way. If you have the desire to create extraordinary vacations for our valued Card Members, you are exactly who we are looking for. Delight Card Members with the unforgettable and unexpected. As an American Express Premium Cruise and Custom Vacation Consultant, you never know what your day is going to entail. It could be a cruise, custom vacation, honeymoon, or a reunion to name a few. Here's just some of what you will be doing each day: Deliver world-class customer service in an in-bound, high-volume travel call servicing environment Using your exceptional consulting skills & industry knowledge to design unique travel & lifestyle experiences by expertly booking cruises, custom vacations, hotels, flights, and transportation arrangements anywhere in the world Providing reassurance and creating rapport by listening to needs from the initial inquiry to the welcome home greeting A flair for building long-lasting relationships through exceptional listening and communication Networking with our destination and supplier partners which will enable you to provide extraordinary, perfectly implemented, experiences Communicate new and existing product offerings and value propositions relevant to the Card Member Always put the Card Member's experience at the forefront of everything you do, reinforcing the Membership First ™ approach and earning their dedication Minimum Qualifications: Minimum of 1 year of Cruise, Custom Vacations or Agency experience is required Proficient understanding of world geography and emerging travel destinations Resilience and composure to remain positive under pressure and in changing circumstances Strong time management and multi-tasking skills Positive attitude and outlook, demonstrated through desire to learn, willingness to ‘have-a-go' and optimistic teammate Natural communicator with the ability to demonstrate listening skills and able to adapt conversation to suit the situation Technically able and used to using computer applications and personal devices, can navigate PC and basic MS Office easily Ability to thrive in a results-driven environment, with a healthy desire to meet and exceed goals Flexibility to work shifts, including evenings and weekends Hours of Operation (7 days/week): Monday-Sunday; 8\:00am-11\:00pm ET

Job Description Under the direction of the Human Resources Manager, the Team Member Relations Specialist provides expert consultation and professional advice to members of management, assistance to hourly Team Members and is involved in a variety of positive Team Member initiatives. Responsibilities • Maintain a working knowledge of industry best practices and be knowledgeable of changing laws pertaining to Human Resources. • Communicates daily and weekly terminations with appropriate departments and processes in the HRIS system. • Responsible for managing the Team Member Relations inbox for the department. • Conducts Team Member related Tier 1 investigations, especially highly sensitive issues that require confidentiality. • Provides direction, coaching and advisement to Team Members in interpreting and communicating company policies, procedures, and practices as they relate to resolving issues. • Assists in the coordination of Culture Club events and Team Member assistance programs. • Utilize the leave administration platform, UNUM, for tracking and reporting Team Member requests and determinations. • Administer the Exit Interview process, analyze data and generate reports to operators. • Participate on corporate and business task teams as dictated by departmental needs • Maintain a high level of confidentiality. • Champion, within the organization, a commitment to honesty, integrity, and responsible corporate behavior. • Responsible for managing the recognition programs. • Assist Team Member Relations Manager's in various tasks and projects. • Other assignments as directed. Qualifications • Minimum two (2) years of Team Member Relations experience. • Bachelors/associate's degree in HR or related discipline preferred. • Experience in casino and/or hotel environment preferred. ADDITIONAL REQUIREMENTS: • Demonstrate ability to communicate effectively and build strong interpersonal relationships; must be outgoing and approachable. • Proven problem-solving skills with the ability to think creatively and adapt to unique situations - recognizing that no two challenges are exactly alike. • Demonstrated experience in Team Member Relations, including handling employee concerns, conflict resolution, and navigating sensitive workplace issues with professionalism and discretion. • Solid understanding of ADA (American with Disabilities Act) and FMLA (Family and Medical Leave Act) regulations, with practical experience applying these laws in workplace scenarios. • Results-oriented with a commitment to delivering high-quality work in a fast-paced, high-pressure environment that may be demanding for some. • Strong organizational skills with the ability to prioritize tasks and manage multiple assignments under tight deadlines. • Proficiency in Microsoft Office Suite, particularly Outlook, Word, and Excel.#indeed HRI#zipcorporate#LI-DA

Customer Liaison\/Appointment Setters We are actively looking to fill an Appointment Setter position with someone who is wanting to master the first part of the sales process, while having opportunities to advance within our company quickly, and in this 2nd fastest growing industry in the United States. Highly driven individuals who have a constant desire for personal and income growth are incredible fits for this position. MUST HAVE: Go\-Getter Mentality Excellent Attendance Positive Attitude Self\-Motivated Appointment Setter Responsibilities: Generate leads and schedule appointments for product presentations and pitches. Arrange and coordinate meetings between prospective clients and sales reps. Attend sales team meetings and training sessions as directed by management. Scan the social media platforms for new leads. Facebook, Instagram, Emails Accurately document all communication in CRM Follow up with leads converting them to Appointments Other tasks as assigned Track and record homeowner information Incentives Competitive comp plan including incentives and bonuses. Professional work environment and positive company culture. Career growth, leadership, and advancement opportunities. Free training, extensive support, and mentorship programs. Pay: $700.00 \- $1,500.00 per week Schedule: Monday to Sunday AM\/PM shifts Available Job Type: Full\-time Bilingual Preferred Requirements Appointment Setter Requirements: Experience as an Appointment Setter, Sales Representative, or similar is an advantage. Superior customer service, management, and multitasking skills. Computer savvy and capable of learning other computer applications. Exceptional verbal and written communication skills. Attention to Detail Problem Solving Skill Set Benefits Benefits: Dental insurance Health insurance Paid time off Vision insurance Paid Federal Holidays "}}],"is Mobile":false,"iframe":"true","job Type":"Full time","apply Name":"Apply Now","zsoid":"695094439","FontFamily":"PuviRegular","job OtherDetails":[{"field Label":"Industry","uitype":2,"value":"Energy and Utilities"},{"field Label":"Salary","uitype":1,"value":"$700.00 \- $1,500.00 per week"},{"field Label":"City","uitype":1,"value":"Ft. Lauderdale"},{"field Label":"State\/Province","uitype":1,"value":"Florida"},{"field Label":"Zip\/Postal Code","uitype":1,"value":"33311"}],"header Name":"Customer Liaison\/Appointment Setters","widget Id":"5**********0072311","is JobBoard":"false","user Id":"5**********0611003","attach Arr":[],"custom Template":"3","is CandidateLoginEnabled":true,"job Id":"5**********5303009","FontSize":"15","location":"Ft. Lauderdale","embedsource":"CareerSite","indeed CallBackUrl":"https:\/\/recruit.zoho.com\/recruit\/JBApplyAuth.do","logo Id":"6axsz9c0875dc492b4426b3232ca0b5a907de"}

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

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

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

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

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.

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.

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 Department: Sales & Marketing The Reservations Agent will handle all incoming calls with efficiency and professionalism, be able to make reservations, and cancellations, and answer questions on rates, hotel facilities, services, and special promotions. Job Specifications Qualifications Minimum 1-year experience in Reservations, Sales, or Front Office experience at a comparable quality property preferred Must speak English fluently. Bilingual Spanish, Portuguese, and French preferred Knowledge of Opera a plus General knowledge of hotel departments preferred Excellent communication skills - oral and written Excellent communication skills, including the ability to speak, read and write fluently in English. Being Bi-lingual is a plus. Excellent guest service skills; Strong Customer Service background. Ability to work a flexible schedule to include weekends and holidays Job Duties Job Specific Answer all phone calls routed to the reservation department and assist the caller using proper phone technique. Use proper selling techniques and maintain the utmost professionalism while personalizing each call. Process all reservation requests, including changes and cancellations, by phone, fax, or other channels. Determine caller's needs through active listening and using probing questions to satisfy and sell to those needs. Must maintain a basic knowledge of revenue management techniques and must realize their impact. Assist with monitoring room inventory when Revenue Manager is not present. Run arrival reports from all channels and ensures all reservations have been entered correctly. File and organize all paperwork. Work closely with Front Office and Sales Department. General Promotes and applies teamwork skills at all times. Notifies appropriate individuals promptly and fully of problems and/or unusual matters of significance. Is polite, friendly, and helpful to guests, management, and fellow Team Members Executes emergency procedures in accordance with hotel standards. Complies with required safety regulations and procedures. Attends appropriate hotel meetings and training sessions. Maintains cleanliness and excellent condition of equipment and work area. Complies with hotel standards, policies, and rules. Recycles whenever possible. Remains current with hotel information and changes Complies with hotel uniform and grooming standards Within the first 30 days must be able to perform to standard all activities on the New Hire Training Checklist.

Property Description Margaritaville Hollywood Beach Resort presents an exciting opportunity for job applicants seeking a vibrant and dynamic hospitality career. Located on the iconic Hollywood Beach Broadwalk in Florida, our resort offers a laid-back, tropical paradise atmosphere with exceptional amenities and renowned guest service. As a team member, you will have the chance to work in a fun and energetic environment, providing personalized service to our valued guests. With opportunities for career advancement, ongoing training, and a supportive work culture, Margaritaville Hollywood Beach Resort is the perfect place to elevate your hospitality career. Join our team of dedicated professionals and contribute to creating unforgettable experiences for our guests. Apply now and take the next step in your hospitality journey with Margaritaville Hollywood Beach Resort! #Margaritaville #HollywoodBeachJobs #HospitalityCareers #ResortJobs #TeamMargaritaville #BeachLife Overview We are looking for a Reservations Agent to join our dynamic team! As a Reservations Agent, you will be responsible for providing exceptional customer service and assisting guests in booking their stay with us. The ideal candidate is energetic, passionate about hospitality, and possesses exceptional communication and organizational skills. You must have a positive attitude, be detail-oriented, and have the ability to multitask in a fast-paced environment. If you're looking for an opportunity to showcase your talent and grow with a leading company in the hospitality industry, we invite you to apply today! Qualifications High school diploma or equivalent Previous experience in hospitality or customer service preferred Strong communication and interpersonal skills Ability to multitask in a fast-paced environment Excellent organizational skills and attention to detail Basic computer skills and experience with reservation software Ability to work flexible hours, including weekends and holidays Positive attitude and willingness to learn and grow in the role Benefits Davidson Hospitality Group is an award-winning, full-service hospitality management company overseeing hotels, restaurants, dining and entertainment venues across the US. A trusted partner and preferred operator for Hilton, Hyatt, Kimpton, Marriott, and Margaritaville, Davidson offers a unique entrepreneurial management style and owners' mentality that provides the individualized personal service of a small company, enhanced by the breadth and depth of skill and experience of a larger company. In keeping with the company's heritage of delivering value, Davidson is comprised of four highly specialized operating verticals: Davidson Hotels, Pivot, Davidson Resorts and Davidson Restaurant Group. In keeping with the company's heritage of delivering value to its owners and team members, Davidson offers a rich benefit program with a variety of benefits designed to enrich the lives and well-being of our team members and their families. Multiple Tiers of Medical Coverage Dental & Vision Coverage 24/7 Teledoc service Free Maintenance Medications Pet Insurance Hotel Discounts Tuition Reimbursement Paid Time Off (vacation, sick, bereavement, and Holidays). 401K Match Working at Davidson is like nowhere else. It's less of a job, more of a calling. It's part career, part revolution. Because whatever you do here, you play a part in helping redefine the way quality hospitality is delivered to our guests, our clients, our partners, and each other. EOE AA- Minorities/Females/Vet/Disability/Gender Identity/Sexual Orientation Davidson Hospitality is a drug free workplace. Pre-employment drug test and background check required. We participate in E-Verify.

Join 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 Job Title: Reservations Agent 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.

Job Description Invoice Submission & Dispute Specialist Summary: Join a prestigious, fast-paced creditor rights firm renowned for its excellence and growth. We are seeking driven and ambitious individuals to fill the Invoice Submission & Dispute Specialist role. This position entails submitting meticulously prepared invoices to our esteemed clients and expertly resolving any disputes to ensure prompt payment. Our firm offers an environment that emphasizes support, continuous training, and unparalleled opportunities for advancement, fostering a culture where exceptional performance is recognized and rewarded. Essential Duties/Responsibilities: Ensure the accurate submission of meticulously prepared invoices to esteemed clients, preventing financial discrepancies and safeguarding the firm's financial interests. Process and submit all invoices created each day to clients for review and approval within the same day. Assist with the review and resolution of client-disputed invoices to ensure timely payment. Collaborate with billers and the legal department during the invoice remediation process. Engage in billing tasks as required. Audit work performed by billers to ensure accuracy and compliance. Contribute innovative ideas and solutions to special projects assigned by management. Work in a dynamic, fast-paced environment that emphasizes teamwork and excellence. Maintain a high degree of precision and commitment to financial integrity. Qualifications: Required Qualifications: Excellent analytical, deductive reasoning, and decision-making skills Superior time management abilities, multitasking and meeting deadlines effectively Keen attention to detail and commitment to delivering precise, high-quality work Preferred Qualifications: Familiarity with Quality Assurance and/or Quality Control principles Previous background in the Legal field and/or Billing Required Education: -Bachelor's or Associate's Degree strongly preferred (or applicable experience)

Invoice Submission & Dispute Specialist Summary: Join a prestigious, fast-paced creditor rights firm renowned for its excellence and growth. We are seeking driven and ambitious individuals to fill the Invoice Submission & Dispute Specialist role. This position entails submitting meticulously prepared invoices to our esteemed clients and expertly resolving any disputes to ensure prompt payment. Our firm offers an environment that emphasizes support, continuous training, and unparalleled opportunities for advancement, fostering a culture where exceptional performance is recognized and rewarded. Essential Duties/Responsibilities: Ensure the accurate submission of meticulously prepared invoices to esteemed clients, preventing financial discrepancies and safeguarding the firm's financial interests. Process and submit all invoices created each day to clients for review and approval within the same day. Assist with the review and resolution of client-disputed invoices to ensure timely payment. Collaborate with billers and the legal department during the invoice remediation process. Engage in billing tasks as required. Audit work performed by billers to ensure accuracy and compliance. Contribute innovative ideas and solutions to special projects assigned by management. Work in a dynamic, fast-paced environment that emphasizes teamwork and excellence. Maintain a high degree of precision and commitment to financial integrity. Qualifications: Required Qualifications: Excellent analytical, deductive reasoning, and decision-making skills Superior time management abilities, multitasking and meeting deadlines effectively Keen attention to detail and commitment to delivering precise, high-quality work Preferred Qualifications: Familiarity with Quality Assurance and/or Quality Control principles Previous background in the Legal field and/or Billing Required Education: -Bachelor's or Associate's Degree strongly preferred (or applicable experience)

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

The Reservation Agent will handle all incoming and outgoing calls with efficiency and professionalism. Essential Duties and Responsibilities Previous Experience- Timeshare/Hotel, Travel Agent, Customer Service/Hospitality. Professional, Strong inter-personal skills, with an ability to effectively communicate in English and Spanish both verbally and in writing. Ability to think quickly and strategically to solve problems with exceeding expectations as the result. Adapt to change with ease and able to handle many tasks simultaneously. Handle high volume of incoming and outgoing calls. Proficient in typing, Microsoft Word, Excel and PowerPoint, etcetera. Must have flexible availability and can work with rotating weekends. Education and/or Experience To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EOE/D/V