Investments Limited jobs in Boca Raton, FL

A privately held real estate investment syndicate based in Brickell is seeking a Acquisitions Analyst to join its growing team. The firm focuses on value-add and opportunistic commercial real estate investments across the U.S., with a diverse portfolio spanning industrial, multifamily, office, and retail assets. The Senior Analyst will play a hands-on role in deal sourcing, underwriting, due diligence, and transaction execution-working directly with senior leadership and investors throughout the full acquisitions process. Key Responsibilities: Source and evaluate investment opportunities through broker relationships, direct outreach, and market tracking. Underwrite and model acquisitions and developments using Excel and Argus. Conduct market research, lease analysis, and asset-level due diligence. Prepare investment committee materials and coordinate deal execution. Interface with brokers, lenders, and JV partners to support transactions. Ideal Profile: 3-6 years of experience in real estate acquisitions, private equity, or investment banking. Strong financial modeling and analytical capabilities. Proven understanding of commercial real estate valuation and capital markets. Entrepreneurial mindset, strong communication skills, and ability to thrive in a small, fast-paced investment environment.

Responsible for loan monitoring including all internal and external reporting requirements, company/borrower information and all relevant events. Responsible for supporting responses/ resolutions for internal and external customers and aiding the overall departmental workflow. Responsible for the maintenance of the Loan Portfolio documentation and for providing support to the SAG/ Credit departments as detailed below. Responsible for SAG/REO monitoring and handling. Essential Responsibilities: Coordinates with both internal and external parties as it relates to portfolio management process. Provide weekly overview of Portfolio and preparation of reports not limited to monitoring portfolio for past dues, potential non-performing loans, delinquent borrowers; follow on past due covenants related to technical exceptions and annual reviews. Request and follow-up on pending and missing documents, legal and other documentations supporting credit assets. Assist with preparation of CAMs and Spreads using Ncino system. Acquire working knowledge of credit analysis/underwriting Act as a liaison between Portfolio management/Credit administration and internal support department and clients. Special assets assistance - Interact with investors, brokers, loan offices, and attorneys with the sale distressed assets and portfolio not limited to providing loan document information, monitoring sales and the closings, process and keep track of deficiency judgements' generation of defaults letters, manage assigned portfolio of non-performing assets in conjunction with the assigned attorney; attend meditations and/or depositions. Coordinate with First Bank Florida attorney in negotiating; Preparing and reviewing Stipulation/Forbearance Agreements; manage all incoming bank REOs. Update reports: SAG Status update report and ensures update in Premier Collection, REO status inventory report, Portfolio Management report, and deficiency report. Prepare Datamart validation and certification as well as TDR reporting. Assist with review of modification of cases (Hardship and Non-hardship), generate loss mitigation letters Assists with follow-up with various action plans that transpire from the regulatory, audit and/or loan review examinations. Backup for the review and maintenance of the Credit reports, New Money Approved/Closed & funded, Commercial & Consumer-Residential or other as requested Backup for CRA monthly report submission. May serve as back up for ordering of residential appraisals and update of log. Support for Commercial Appraisal/ Appraisal review tracking. Assist with loan processing as needed. Support special Project and/ or audits as needed Other Responsibilities: Perform/ Assist with Check request, payment of invoices and GL reconciliations Process deficiency payments Review the monthly covenant report for accuracies, changes and updates, Review ONBASE system file upload accuracy. Independent Judgement: Exercises a moderate degree of discretion and judgment. Works within assigned parameters always consulting supervisor on variances or situations where decision making is required. Supervisory Responsibilities: This job has no direct supervisory responsibilities. Impact of Errors: The impact of errors of this position could affect essential activities of administrative, operational or business nature that have a considerable economic impact. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Specific vision abilities required by this job include close vision and distance vision. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to standard walk. May be requiredto lift and move boxes or packagesnot exceeding 10 pounds in weight. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Employees in this job work in an office environment with a comfortable room temperature, good lighting, and quiet conditions. May be exposed to external elements when visiting other bank premises, government agencies, etc., as needed. Competencies: The competencies detailed below are the behaviors to be exhibited by the incumbent while performing his/her duties as relates to our corporate values, culture and philosophy. Strong analytical and problem-solving skills Well-developed written communication and verbal presentation skills. Able to handles stress, flexible working hours. Attention to details. Good communication skills Customer service oriented Minimum Requirements Bachelors in Business, finance or related field or relevant experience. Minimum of 3-5 years of experience working in a financial institution setting with knowledge of the loan documentation, financial information and or equivalent combination of education and experience sufficient to successfully perform the essential functions of the job is required. Microsoft Office proficient (Word,Excel, PowerPoint). CustomerService oriented. Availableto work overtime, when required. Ability to manage multiple priorities, organize daily tasks and meet deadline sin a high-volume environment. Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not indented to be an exhaustive list of all responsibilities, duties, skills required of personnel so classified. The reporting relationship may not reflect the most recent changes to the corporate reporting structure. EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER

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

OVERVIEW - About the role The Broker-Dealer is seeking a Surveillance Data Analyst with experience in the financial and trading industry, strong technical and analytical skills, and a results-driven approach. The role involves collecting, transforming, and analyzing trade and related data to support surveillance, compliance, and audits. As part of the Trade Desk Surveillance (TDS) team, you'll help identify regulatory risks, increase efficiency, and optimize processes for scalability. RESPONSIBILITIES - What you'll do What You'll Do: Collect, transform, and analyze trade-related data to support reviews, audits, and regulatory reporting Build workflow automations and optimize processes for efficiency and scalability Use SQL, Python, and Excel to query and analyze large datasets Collaborate with TDS, Trading, and Compliance teams to identify risks and improve systems Maintain documentation and support issue resolution via Jira Assist with exception investigations and train team members What You Bring: Bachelor's degree in Finance, Computer Science, or related field 1-3 years experience with SQL, Python, Excel, and data visualization tools Strong analytical, troubleshooting, and communication skills Familiarity with server-based systems and JSON/CSV data structures Willingness to obtain SIE and Series 7 within 6 months Bonus Points: Knowledge of FINRA/SEC regulations, CAT reporting, and trading systems Experience with automation tools (VBA, UiPath, PowerShell) and Jira/Confluence Familiarity with AI/LLM applications for analysis

KLR Executive Search Group is proud to partner with a full-service business law firm to identify a commercially savvy, Chief Operating Officer (COO) to manage daily operations and lead the execution of the firm's growth strategy. This leader will translate strategic goals into scalable systems, policies, and staffing models across multiple offices, ensuring the firm has the infrastructure needed to support continued expansion. The COO will partner closely with practice and department leadership, oversee modernization initiatives, and drive cross-office alignment as the firm continues toward long-term growth targets. Ideal candidates will have experience scaling organizations ($100M+ revenue), ideally within professional services or law firms, and a track record of operational excellence. Ideally, this position will be hybrid and based out of the firm's Boca Raton, FL or Providence, RI offices. Core Responsibilities: Operational Leadership Oversee daily operations across all offices, ensuring seamless coordination, scalability, and alignment with strategic goals. Manage HR functions including recruiting, onboarding, retention, and performance management, while planning future HR initiatives. Partner with department heads to align staffing with strategic priorities and maintain high-performing teams. Direct facilities management, vendor partnerships, and operational logistics, while identifying innovation opportunities to enhance efficiency and collaboration. Technology & Process Innovation Standardize workflows, optimize client intake, and lead initiatives to improve internal coordination and service delivery across all offices. Implement and adopt technology solutions to enhance efficiency, collaboration, and client service, while partnering with CFO/CIO on data integration and performance tracking. Financial Management and Resource Allocation Partner with the CFO and firm leaders to manage budgeting, forecasting, pricing, and profitability, while ensuring strong cash flow and scalable operational planning. Develop and execute staffing and capacity plans, control operational expenditures, and deliver clear financial and performance reporting to senior leadership. Risk and Compliance Support Support the CLO and CCO by aligning operational policies with risk management, monitoring legal and regulatory compliance, and enforcing standards across HR, safety, and administrative functions. Qualifications: Executive operational leadership experience in professional services or law firms, with a track record of scaling organizations ($100M+ revenue). Strong strategic planning and execution abilities, translating firm-wide goals into systems, processes, and staffing that support growth across multiple offices. Expertise in operational oversight, including HR, finance, technology, facilities, vendor management, workflow optimization, and technology integration. Exceptional leadership and communication skills, able to collaborate effectively with attorneys and executives in a fast-paced, growth-oriented environment. The firm has main offices in Boca Raton, FL and Providence, RI, we would be looking for local candidates only or people who are willing to relocate to these areas. The salary range for this position is $190,000 - $350,000 and does not include benefits and bonus potential. Compensation is determined by a variety of factors including but not limited to the role, function, and associated responsibilities, as well as a candidate's work experience, education, knowledge, skills, and geographic location.

Americas Mortgage Professionals is seeking a Senior Mortgage Loan Processor to join our dynamic and growing team in Fort Lauderdale. As a key player in the loan process, you will assist borrowers in their journey toward homeownership by precisely managing each mortgage loan file from disclosure to clear-to-close. You will ensure timely and accurate management of loan documentation, verification of borrower information, and maintain open communication with all parties involved - delivering a seamless mortgage process and exceptional customer service. In addition to a competitive salary and bonus opportunities, we offer a comprehensive benefits package that includes medical, dental, vision, and other supplemental insurance options. This is an in-office position, but we are open to the position being remote for the right fit. Benefits: Full health, dental, and vision insurance Paid time off (PTO) 401(k) with company match Compensation: $75,000 plus bonus Responsibilities: Loan Processing: Oversee the full-cycle processing of mortgage loan applications, ensuring all documentation is accurate, complete, and compliant with current regulations. Documentation Verification: Order and review essential documents, including Verifications of Employment, Insurance, Payoffs, Tax Transcripts, Credit Supplements, Condo Questionnaires, Subordination Requests, and Title Work. Communication: Maintain consistent communication with borrowers, loan officers, underwriters, and team members to provide updates and ensure a smooth, transparent loan process. Pipeline Management: Effectively manage a disciplined daily pipeline of 20-25 loans, ensuring each file advances efficiently through all stages of the loan cycle and achieves clear-to-close within target timelines. Compliance: Ensure every loan meets company policies, investor guidelines, and regulatory requirements with zero missed TRID or documentation errors. Problem Solving: Proactively identify and resolve issues or discrepancies early, presenting solutions instead of delays. Customer Service: Deliver top-tier customer service by guiding borrowers through the loan process with calm urgency, professionalism, and care. Process Improvement: Continuously seek opportunities to streamline workflows and enhance both operational efficiency and customer experience. Qualifications: Experience: Proven background as a senior mortgage loan processor. Knowledge: Strong understanding of FHA, VA, Conventional, and Non-QM loan products, along with investor guidelines and processing procedures. Attention to Detail: Ability to thoroughly review and verify documentation for accuracy and completeness. Organization: Highly organized and efficient, with excellent time management and the ability to manage multiple priorities and deadlines. Communication: Clear, professional communicator who keeps all stakeholders informed without chaos or delay. Problem-Solving: Skilled at identifying potential issues early and driving solutions calmly and efficiently. Technology: Proficient in Calyx Point or comparable LOS and investor portals (UWM, Newrez, PennyMac, etc.). About Company At Americas Mortgage Professionals, our mission is simple: Achieve Maximum Potential - A Mindset, A Mission, A Purpose. We start every day with this belief, and we're looking for team members who share it. When you join AMP, you're not just filling a role - you're stepping into a proven system that lets you do what you do best. You'll work directly with our top-producing LO, supported by an experienced processor, and backed by leadership that is committed to your growth. If you're excited to be part of a team that values excellence, builds lasting relationships, and helps both clients and Realtor partners shine - we want to hear from you. Apply today, and let's explore how your next big career move starts here at AMP. #WHRE2 Compensation details: 75000-75000 Yearly Salary PIa659d5313df7-37638-38998164

GrayRobinson, a full-service law and government-consulting firm with 16 offices in Florida and Washington, D.C., has an opening in our Miami office for an intellectual property attorney with 3+ years of experience. The successful candidate will have notable experience handling complex intellectual property litigation with an emphasis on trademark, unfair competition, patent, and trade secret cases, and will demonstrate knowledge of current intellectual property litigation, prosecution, data privacy, and technology-related legal issues. Responsibilities Handle complex intellectual property litigation with emphasis on trademark, unfair competition, patent, and trade secret cases. Apply knowledge of current intellectual property litigation, prosecution, data privacy, and technology-related legal issues in practice. Qualifications Admitted to the Florida Bar or willing to seek admission within 12 months following date of employment. Litigation experience with excellent analytical, research, and writing skills. Ability to successfully work on multiple projects simultaneously and autonomously with keen attention to detail. Familiarity with e-discovery and e-discovery programs is a plus. International experience and foreign language skill are a plus but not required. Compensation and Culture We offer a competitive salary and a comprehensive benefits package in a fast-paced professional environment. GrayRobinson, P.A. is an Equal Opportunity Employer. Application Please click here to submit your cover letter and resume and apply. #J-18808-Ljbffr

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

Primary Responsibilities: Provide maintenance, enhancement, and support for a variety of the agency's business applications. Assist in the preparation and documentation of program requirements and specifications. Research and document requirements of program users. Write, translate, and code software programs and applications per specifications. Assist in the development and maintenance of user manuals and guidelines. Work with network administrators, systems analysts, and software engineers to assist in resolving problems with software products or company software systems. Provide mentoring and guidance to junior programmers. Required Qualifications: 7+ years' experience with Java application development, leveraging frameworks such as Struts/Tiles, Struts 2, Servlets/JSP, and JPA/Hibernate. 5+ years' experience with Oracle databases, possessing the capability to develop DML and DDL statements to produce very complex queries and PL/SQL database objects, including both DML and DDL. 3+ years' experience with JavaScript frameworks such as AngularJS, NodeJS, React, or jQuery. 3+ years' experience as a full-stack developer. Experience with responsive design frameworks, preferably Bootstrap. Experience using code repositories, preferably Git. Experience using continuous integration tools, preferably Jenkins. Knowledge of relational database designs. Knowledge of object-oriented design methodologies. Knowledge of Information Systems Development Methodology (ISDM). Experience with database query tools (i.e., TOAD, SQL Developer, SQL Navigator). Knowledge of database security, including role-based security. Knowledge and experience with Unified Modeling Language (UML). Ability to be creative, to use sound judgment, and to display foresight to identify potential problems in design/specifications and assigned application software systems. Ability to establish and maintain effective working relationships with others. Ability to work independently. Ability to determine work priorities and ensure proper completion of work assignments. Ability to work well under pressure and meet deadlines without sacrificing quality. Excellent interpersonal, collaborative, oral, and written communication skills. Preferred Qualifications: Oracle certification(s). Familiarity with Agile development, specifically Scrum, Extreme Programming (XP), and Kanban. Experience with virtualization, preferably Docker. Experience implementing GIS (Geographic Information System) applications. Experience developing web services, preferably RESTful web services. Experience with environmental regulatory business processes and practices. Knowledge and understanding of DEP's technical environment. Education: Bachelor's Degree in Computer Science, Information Systems or other Information Technology major, or equivalent work experience.

This job posting is anticipated to remain open for 30 days, from 10-Nov-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

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

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals. Job Overview Position Schedule: Full-Time Branch Address: 24840 Burnt Pine Drive Suite 3, Bonita Springs, FL This job posting is anticipated to remain open for 30 days, from 17-Nov-2025. The posting may close early due to the volume of applicants. If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. Role Summary: As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. We'll give you the support you need. Our team will be there every step of the way, providing: Comprehensive 6-month training including an experienced peer to help mentor you A wide support network that extends from your branch office to your region to the home office You'll often work independently but will have a team of thousands backing you every step of the way Can you see yourself... Delivering exceptional personalized service to ensure clients feel understood and informed Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year Actively listen for situations in the clients' lives that may indicate a need for additional services Driving marketing activities such as planning and executing events You can also expect... A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions An inclusive environment where everyone's different viewpoints are valued and help to achieve results. We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role. Hiring Minimum: $22.50 Hiring Maximum: $23.91 Read More About Job Overview Skills/Requirements What skills would make you a successful BOA? Analytical Thinking Attention to Detail Adaptability Conversational Skills Digital Tool Utilization Team Collaboration Role Requirements Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members. Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records. Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan. Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

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

Please Contact: To discuss this amazing opportunity, reach out to our Talent Acquisition Specialist Anshik Kulshrestha at email address ********************************* can be reached on # ************. We have Contract Role of Director of Case Management our client at Panama City, FL Please let me know if you or any of your friends would be interested in this position. Position Details: Director of Case Management, Panama City, FL Location : Panama City, FL 32405 Project Duration : Fulltime / Permanent Shift Timing : Days 7-10 hours/Weekdays Only - may have some on-call rotations or late nights/long days Job Summary and Qualifications The Facility Case Management Director has the overall responsibility for managing and coordinating department activities. The Director ensures staff compliance with organizational policies and external regulatory agencies and takes leadership responsibility to coordinate the integration of the department's patient care and discharge planning processes with related hospital departments and external agencies to ensure continuity of care and optimal clinical resource utilization. The Director has oversight for all aspects of daily hospital case management operations and is accountable for achieving established outcomes through actively engaging interdisciplinary teams and external stakeholders. The Director is a registered nurse with responsibility for all operational aspects of the department. This position requires an executive presence and candidates must possess excellent communication and presentation skills, proven motivational capabilities, and a demonstrated accomplishment record of delivering results and attaining goals. This position is a subject matter expert in case management that requires solid leadership, trust building, team building, as well as change management skills to ensure success of the department and case management initiatives. This position requires an individual who is a self-starter and has the ability to manage multiple priorities, work with minimal supervision on projects and activities, and demonstrate tact and diplomacy in situations of conflict and controversy. This individual must be able to adapt quickly to change and coordinate efforts across multiple stakeholders. Responsibilities: Directs and evaluates departmental operations, including the case management model, staffing (skill mix and FTEs), use of information technologies, onboarding, and staff competencies to achieve performance and quality objectives. Allocates resources to effectively staff department and meet productivity and quality goals. Responsible for oversight of CM core functions and practice. Ensures the adherence to care coordination and discharge planning processes, ensuring timeliness, quality, and proper documentation. Works with the Facility CFO and Division CM Leader to achieve established goals and expectations. Assesses and improves the department's performance by evaluating operational processes, monitoring performance through analyzing data, and implementing sustainable performance improvement activities. Ensuring compliance with policies and SOP. Establish working relationships with key stakeholders to include CMO, CNO, ancillary service leaders, Ethics & Compliance, and Legal. Performs other duties as assigned. Practices and adheres to the “Code of Conduct” and “Mission and Value Statement.” What qualifications you will need: 3+ years of Recent (Within the last year) acute Hospital Case Management & 2+ years of leadership experience Bachelor's degree, required Master's degree in Nursing, Health Administration, or Business Administration, preferred Either Registered Nurse (RN) licensure, Licensed Clinical Social Worker (LCSW) or Licensed Master Social Worker (LMSW), required.

We are seeking a systems-driven IT Governance Lead to architect and steward a robust governance framework that aligns technology execution with strategic intent. This role is instrumental in translating regulatory standards into actionable control mechanisms while enhancing operational transparency, risk posture, and value realization across the enterprise. Key Responsibilities Governance Framework Design & Oversight Build and maintain a COBIT-aligned, risk-based IT governance model that supports business goals, compliance mandates, and scalable operations. Policy Stewardship & Standards Management Curate and evolve a centralized library of IT policies and procedures, ensuring clarity, accessibility, and relevance to OCC, FDICIA, and internal requirements. Risk & Compliance Alignment Partner with Audit, Compliance, and Security to assess exposures, resolve policy exceptions, and deploy evidence-based controls aligned to regulatory exams. Change Management Oversight Participate in Change Advisory Boards (CABs) as a governance checkpoint, ensuring protocol adherence and impact mapping across business units. Performance & Value Assurance Establish and maintain governance KPIs and dashboards that reflect service quality, policy maturity, risk mitigation, and business enablement. Vendor Governance Lead oversight of third-party risk, particularly during audits, ensuring contract adherence and mitigation of compliance drift. Strategic Roadmap Synchronization Facilitate alignment between operational IT execution and long-term planning, calibrating governance priorities to risk appetite and organizational bandwidth. Requirements Bachelor's degree in Information Systems, Business, or related discipline 7+ years in Banking Operations, IT Governance, audit, compliance, or risk within highly regulated environments Strong knowledge of frameworks like COBIT, ITIL, NIST, and FFIEC Demonstrated ability to translate regulatory language into actionable policies and controls Skilled in cross-functional collaboration and stakeholder communication Resilient in audit-heavy environments and adept at managing change with calm and clarity Preferred Qualifications COBIT or similar certifications Familiarity with project and policy management platforms Previous banking or financial services experience Intercredit Bank is an equal opportunity employer.

Regular Your opportunity As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. What you have Required Qualifications: 1+ years of Client/Customer Service experience Preferred Qualifications: Previous experience in Financial Services/Wealth Management and/or closely related industry. While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses Ability to handle client needs with tact and diplomacy Outstanding written and oral communication skills Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Ability to build and maintain good cross-enterprise working relationships Basic understanding of brokerage regulations and rules that govern client accounts May be asked to become a Notary In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

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

requires in person interview. The Network Level 3 Administrator provides advanced support for data and voice network infrastructure (WAN, LAN, Wi-Fi, VPN, firewalls, load balancers, telephony, etc.) across corporate, data center, and retail locations. This role is responsible for incident resolution, proactive monitoring, configuration management, and vendor coordination. The administrator will also lead transition activities, including knowledge transfer and documentation, and must demonstrate strong communication skills. Advanced knowledge of network protocols, devices (routers, switches, firewalls, load balancers, telephony systems) Experience with network monitoring and diagnostic tools Strong troubleshooting and analytical skills Experience in vendor management and multi-vendor environments Proven ability to lead transition and knowledge transfer activities Excellent communication and interpersonal skills # LI-RJ2 Salary Range - $86,000-$110,000 a year

Currency Exchange International (CXI) is a Financial Services and Technology Provider based in Orlando, Florida. Currency Exchange International, Corp. is a publicly traded company on the Toronto Stock Exchange (CXI) and OTC (CURN). CXI provides a wide range of foreign exchange services to customers in both the United States and in Canada. CXI's primary business channels to service customers are through its company-owned branch locations and foreign exchange partnerships with financial institutions and corporations. CXI has been providing global payment solutions for clients that span wide-ranging industries. As one of North America's leading foreign exchange wholesalers, CXI can provide personalized and efficient service, competitive rates, as well as a number of settlement options. Visit our website to learn more about life at CXI: *************************************** Our Value Statement: We help our clients identify and create foreign exchange solutions, delivering a best practices approach through unparalleled customer service and integrated technology to create significant financial and operational efficiencies. Our Values Customer First - We earn the right to be our clients' first choice. Integrity - We hold ourselves to the highest standard to build trust. Collaborative - We always win as a team. Innovative - We find new methods to deliver change and advance technology to the industry. Passionate - We are driven to be the best in class. Currency Exchange International is looking for a skilled and motivated IT GRC & Security Co-op to join our GRC Team! This is a hybrid position based in Orlando, FL. Summary The IT GRC & Security Ops Co-op will gain valuable experience assisting IT GRC and Information Security teams with a wide range of activities, including governance, risk management, compliance, security awareness, and security operations. This role provides hands-on exposure to real-world security challenges and the opportunity to contribute to the protection of the organization's information assets. The co-op will collaborate with experienced professionals to learn about security best practices and support the implementation of a robust security posture. Essential Functions: Assist with the evaluation and implementation of security controls, and learn how to frame security risks in business terms. Support the assessment of vendor security, review of third-party contracts, and collection of evidence for internal audits and regulatory exams. Contribute to the development and delivery of security awareness training and phishing simulations. Assist with the IT risk management framework and methodologies. Gain experience with security tools, including monitoring, investigating alerts, and participating in incident response activities. Support vulnerability management processes and the maintenance of security documentation. Competencies: Thinks critically and analytically with the ability to express a point of view supported by data (for both technical and non-technical audiences) Raises concerns early and facilitates constructive problem-solving at all levels of the enterprise; knows when to escalate Exhibits passion for learning in technology and cybersecurity domains Collaborates effectively with colleagues, stakeholders, and leaders across multiple organizations to get consensus, socialize strategy and achieve objectives Displays the ability to be confident, respectful, and articulate when registering dissenting or unpopular opinions Manages multiple parallel initiatives Is execution-oriented and self-motivated Requirements Enrolled in, or recently graduated from, a four-year college program focused on Information Technology, Information Security, or a similar field; OR; Completed a security boot camp and earned a security-related certification Benefits Commute Reimbursement - CXI will pay the toll, bus or metro cost in and out of work 401K Plan - CXI will match up to 5% Tuition Assistance - CXI offers tuition assistance for part-time employees *conditions apply* Holiday Pay - CXI offers additional pay for select holidays Sick Time - CXI will pay sick/personal pay (1 hour of sick/personal time for every 30 hours worked - which may equal to an annual accrual of 40 hours) Currency Exchange International is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, religion, color, sex (including pregnancy and gender identity), sexual orientation, parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, any other non-merit based factor or any other characteristic protected by applicable federal, state or local laws. Our leadership team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. If you'd like more information about your EEO rights as an applicant under the law, please visit *****************************************