Job Description
At LendingOne, we don't just lend capital-we fuel opportunity. Headquartered in sunny Boca Raton, FL, with additional offices in Charlotte, NC and Great Neck, NY, we've funded over $7 billion in real estate capital and earned recognition as one of the Sun Sentinel's Top Workplaces-four years running!
As a direct private lender-not a broker, not a bank-we specialize in business-purpose mortgage loans for real estate investors, including fix-and-flip bridge loans and long-term rental financing.
Our mission is powered by our values:
Speed & Ease - We simplify lending so clients can move fast and seize opportunities.
Solutions Driven - We solve problems, not just process paperwork.
Loyal Partners - We build trust, not just transactions.
Authentic Experience - We stay real, reliable, and respectful-always.
We're a fully funded, full-service lending partner-and we're growing fast.
The Opportunity:
If you're the type of person who thrives on keeping people informed, solving problems quickly, and making sure no detail gets missed, you'll love this role. As a Client Experience Coordinator, you'll be the key liaison between our clients and internal teams, ensuring a smooth and responsive loan process from start to finish.
This is a fast-paced, client-facing role that demands urgency, ownership, and communication excellence.
This is a full-time employment opportunity working in our Headquarters office in Boca Raton, FL.
What You'll Do:
At the heart of this role is unwavering client support-answering calls promptly, prioritizing client needs with empathy, and delivering clear, thoughtful communication every step of the way.
Serve as the primary point of contact for assigned clients-ensuring consistent, proactive communication and delivering updates that inspire confidence.
Coordinate across departments (sales, underwriting, legal, closing) to keep everyone aligned and timelines on track.
Maintain a fast-moving pipeline of loan applications, reviewing and collecting documents, flagging issues, and pushing processes forward with urgency.
Provide a high-touch experience to clients by anticipating needs, resolving questions quickly, and owning the details.
Track key project milestones such as appraisals, title reports, and due diligence items, and follow through relentlessly to keep deals moving.
Review loan files for completeness and compliance; assist credit analysts and underwriters in clearing conditions and preparing for funding.
Advocate for the client internally-flagging challenges early and helping the team craft solutions with speed and accuracy.
Keep documentation, updates, and communication logs impeccably organized for full visibility and efficiency.
Requirements
2+ years in a professional or customer-facing role, ideally in real estate, lending, operations, or client services
Exceptional communication and follow-up skills-you write and speak clearly, with empathy and purpose
High attention to detail with a “nothing slips through the cracks” mindset
Proven ability to multitask and prioritize in a fast-paced, high-volume environment
Positive energy, collaborative spirit, and a customer-first attitude
Strong computer proficiency and a willingness to learn new systems
A true sense of urgency-because our clients depend on us to move fast and get it right
Benefits
Why LendingOne:
Competitive base salary and incentive structure
Full medical, dental, and vision benefits
Company-matching 401(k) plan
Paid time off and 10 company-paid holidays
Work-from-home Fridays
Career development, training, and internal promotion opportunities
Team-building events, company lunches, and swag
Collaborative, inclusive, and fun workplace culture
LendingOne is proud to be an Equal Opportunity Employer. We're committed to building a diverse and inclusive workforce where everyone belongs.
$37k-60k yearly est. 24d ago
Looking for a job?
Let Zippia find it for you.
Closing Coordinator
Lendingone 4.0
Lendingone job in Boca Raton, FL or remote
At LendingOne, we don't just lend capital-we fuel opportunity. Headquartered in sunny Boca Raton, FL, with additional offices in Charlotte, NC and Great Neck, NY, we've funded over $7 billion in real estate capital and earned recognition as one of the Sun Sentinel's Top Workplaces-four years running!
As a direct private lender-not a broker, not a bank-we specialize in business-purpose mortgage loans for real estate investors, including fix-and-flip bridge loans and long-term rental financing.
Our mission is powered by our values:
Speed & Ease - We simplify lending so clients can move fast and seize opportunities.
Solutions Driven - We solve problems, not just process paperwork.
Loyal Partners - We build trust, not just transactions.
Authentic Experience - We stay real, reliable, and respectful-always.
We're a fully funded, full-service lending partner-and we're growing fast.
Position Overview:
We are looking for an experienced
Closing Coordinator
who is a detail-oriented, technology focused professional to join our Closing Department. This person will work directly with our dedicated Real Estate Paralegal, Post Closer and In-House Counsel. To successfully occupy this role, you must be very detail oriented, have the ability to work in an extremely robust environment as it relates to the use of sophisticated technology and be comfortable working in a fast-paced atmosphere.
This is a full-time employment opportunity working in our Boca Raton Headquarters Office.
Requirements
Qualifications:
The following list of qualifications and responsibilities is not all inclusive, as each employee is expected to be a team player and may be assigned other tasks as necessary. This is meant to serve as an overview of the position description:
1-3 years of experience as a Legal Assistant or Closing Coordinator, preferably in the real estate sector.
Positive attitude, high energy, extremely organized, excellent communication skills and self-motivated.
Strong computer skills, high rate of literacy and ambition to learn.
Extremely proficient in Microsoft office, including Word and Excel.
Attention to detail coupled with high demands.
Ability to work in-office on a full-time schedule, some flexibility with work hours in order to respond to company clients/customers.
Responsibilities:
Generate loan documents/packages.
Review and negotiate title commitments.
Work closely with operations and legal teams during the closing process.
Check- in signed loan packages.
Handle miscellaneous loan closing issues and assist in the legal department as needed.
Benefits
Why LendingOne:
Competitive base salary and incentive structure
Full medical, dental, and vision benefits
Company-matching 401(k) plan
Paid time off and 10 company-paid holidays
Work-from-home Fridays
Career development, training, and internal promotion opportunities
Team-building events, company lunches, and swag
Collaborative, inclusive, and fun workplace culture
LendingOne is proud to be an Equal Opportunity Employer. We're committed to building a diverse and inclusive workforce where everyone belongs.
$34k-48k yearly est. Auto-Apply 7d ago
Client Manager - US Large Market
American Express 4.8
Tallahassee, FL job
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.
The GCS U.S. Large Enterprises Client Group manages strategic corporate payment relationships with clients, including many multi-national organizations and acquires new corporate payments customers with revenue over $300M. This Manager, Large Enterprises Client Group is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio.
**Job Responsibilities:**
+ Serve as payments expert for all corporate payments solutions within portfolio to deliver on the GCS value proposition.
+ Engage, develop and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives.
+ Maintaining detailed understanding of the customers' business, their organizational goals and objectives.
+ Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities.
+ Interface with various divisions of American Express to develop and implement customized and strategic account plans.
+ Achieve portfolio growth and retention targets.
+ Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders.
+ Lead development of proposals and pricing for client renewal and expansion, negotiate client contracts, and oversee implementation of solutions.
+ Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to maximize/expand supplier network and spend growth.
+ Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients.
+ Identify and develop relationships with decision-makers within client organizations to influence program management and growth.
**Qualifications:**
+ Seeking a minimum of 5 years prior strategic relationship management and/or sales experience. Ideal skill set includes the following:
+ Must possess a sense of urgency to drive results.
+ Experience with managing complex and challenging clients.
+ Ability to foster and build new executive relationships and develop a strong web of influence within the defined client portfolio.
+ Demonstrate a deep resilience to drive results and win.
+ Entrepreneurial approach to portfolio management; able to identify opportunities and mange through sales process.
+ Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth.
+ Proven relationship management skills demonstrating a comfort level and effectiveness in seeking out and establishing relationships at C-levels and within cross-functional areas within Fortune 500 companies
+ Demonstrate effective oral and written presentation and communication skills, with the ability to influence internal and external partners.
+ Ability to gain in-depth understanding of client needs, to develop and execute a client-focused account plan with limited support and guidance.
+ Ability to effectively present products, technical solutions, and financials to clients in a strategic manner.
+ Must be able to work in a virtual environment
+ Ability to effectively influence and manage change and display solid leadership skills.
+ Sells with integrity, in alignment with compliance and internal partner business requirements.
**Qualifications**
Salary Range: $89,250.00 to $150,250.00 annually bonus benefits
The above represents the expected salary 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: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Sales
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25023645
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.
The American Express Corporate Affairs & Communications (CA&C) team is a strategic function that works to enhance and protect the continued strength of the American Express brand through public relations, social media and content, colleague communications and corporate social responsibility (CSR) initiatives.
How will you make an impact in this role?
The Executive Assistant will be a key member of the team, primarily supporting an Executive Vice President and two full-time vice presidents in CA&C, and aiding their teams as needed.
We work on tight deadlines, with multiple partners and communications agencies, and our work is visible both to external audiences and to the broader enterprise. We are looking for someone who is detail oriented with a positive, can-do attitude. You are seasoned and experienced in handling a wide range of administrative-related tasks and can work independently through building positive relationships and being resourceful.
Responsibilities include:
Organizing and maintaining complex calendars using a high level of tact, influencing and integrity, including scheduling across multiple time zones
Calendar management, including scheduling meetings with EC members and other senior leaders, colleagues, and external parties.
Preparing, reviewing, and processing expense reports, and running expense report approvals, in line with company T&E policy and budget
Assisting with timekeeping and payroll duties
Fluency in American Express ARIBA and Concur
Handling organization charts and team rosters
Booking and coordinating travel arrangements including air and hotel bookings for both domestic and international business trips.
Supporting team administration including job postings, on boarding for new hires, updating distribution lists, setting up group-wide team meetings, coordinating team real estate
Processing of requisitions and other invoices, ordering supplies and handling ticket requests
Coordinating logistics for internal meetings and events, including scheduling of conference rooms, catering and technology support as required
Support special ad-hoc projects and initiatives as assigned
Minimum Qualifications:
5+ years experience in providing administrative support is required
Ability to work well in a dynamic and fast-paced organization and manage multiple tasks and priorities
Excellent written and verbal communication skills
Ability to work effectively on a team, sometimes under pressure with accuracy, attention to detail, professionalism, and timely, direct follow-up
Strong sense of integrity and ability to handle sensitive issues and maintain confidentiality
Ability to proactively identify and resolve issues
Ability to work with all levels of management, associates and external business contacts
Strong computer skills, including Microsoft Outlook, WebEx, MS Office Suite (Word, Excel, PowerPoint)
Preferred Qualifications:
* Thorough knowledge of American Express Company internal systems (e.g., Concur, Ariba, etc.)
Salary Range: $37.50 to $59.98 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: ***************************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
$37.5-60 hourly 1d ago
Attorney - Intellectual Property
Grayrobinson, P.A 4.5
Miami, FL job
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.
Candidates must be admitted to the Florida Bar or willing to seek admission in the 12 months following date of employment. Must have litigation experience, excellent analytical, research, and writing skills. Additional skills include the ability to successfully work on multiple projects simultaneously and autonomously, with keen attention to detail. Familiarity with e-discovery and e-discovery programs a plus. International experience and foreign language skill also a plus but not necessary.
We offer a competitive salary and a comprehensive benefits package in a fast-paced professional environment. GrayRobinson, P.A. is an Equal Opportunity Employer.
Please click here to submit your cover letter and resume and apply.
#J-18808-Ljbffr
$52k-95k yearly est. 5d ago
Director, Detection Operations, Internal Fraud
American Express 4.8
New York, NY job
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?
Position Overview:
The Director of Detection Operations is responsible for overseeing the daily operations of internal fraud detections systems, ensuring the effective monitoring of insider threats and internal fraud risks across the enterprise. This role manages the detection infrastructure, alert triage and case referrals. Working closely with the VP of Detection, Reporting, and QA, Investigations and Technology teams, the Director ensures that internal fraud alerts are timely, accurate, and actionable, while minimizing false positives and operational noise.
Key Responsibilities:
Lead the fraud detection operations team, responsible for monitoring and triage of internal fraud alerts
Oversee daily workflows including alert intake, triage, escalation and case referral to investigation teams
Ensure operational coverage, service level adherence and timely escalation of high-risk incidents
Support the VP of Detection, Reporting, and QA to operationalize new rules, thresholds and models into monitoring systems
Track and improve detection efficiency (hit rates, false positives, alert to case conversion)
Define and report on detection operations Key Performance Indicators (KPI)
Contribute to reporting on detection effectiveness and operational performance
Partner with investigations on case referrals and feedback loops to refine detection quality
Support audit and regulatory review of detection operations
Build and manage a team of fraud detection analysts and operations specialists
Drive a culture of operational discipline, continuous improvement and risk ownership
Desired Leadership Characteristics:
Calm and decisive under pressure.
Ability to prioritize actions for the benefit of the organization to remain focused on most critical issues
Initiative and bias for action and for getting things done
Proven ability in extending and maintaining strong relationships in a complex multi-national corporation
Strong problem solver with the ability to use analytical methods to affect change
Effective organizational skills (including attention to detail) along with the ability to collaborate and influence in a matrixed environment
Minimum Qualifications:
10+ years of experience in fraud operations, monitoring, or security operations, with at least 3 years in a leadership role
Deep understanding of fraud monitoring tools, insider threat detection and case management systems
Strong knowledge of internal fraud typologies and insider risk behaviors
Proven track record of managing global operations teams
Strong collaborations skills with Technology, CEG, Legal and risk oversight functions
Experience with operational KPIs, back-office case and SLA management, and executive reporting
Salary Range: $123,000.00 to $215,250.00 annually + bonus + equity (if applicable) + benefits
The above represents the expected salary 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: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for this position.
$123k-215.3k yearly 1d ago
Private Client Banking Advisor
Jpmorgan Chase & Co 4.8
New York, NY job
A leading financial institution is seeking a Private Client Banker in New York to manage high-value client relationships. The role involves acquiring new clients, providing tailored financial advice, and collaborating with various financial specialists. Ideal candidates will have experience in Branch Banking, outstanding communication skills, and the capacity to meet financial licensing requirements. This position requires adherence to Dodd Frank/Truth in Lending Act stipulations.
#J-18808-Ljbffr
$92k-145k yearly est. 2d ago
Technical Documentation Specialist
Source One Technical Solutions 4.3
Fort Worth, TX job
Top 3 must-have skill sets:
Excellent written and verbal communication in English.
Proficient in Microsoft Office suite.
Prior experience with SAP is a plus.
MBR Preparation & Scanning
Receive, review, and prepare MBRs for scanning (verify completeness, paginate, remove staples, repair pages as needed).
Operate scanning equipment to digitize MBRs at required resolution and format (e.g., searchable PDF), ensuring zero page loss and high image quality.
Maintain standardized file naming and folder structures to enable rapid retrieval and audit readiness.
Records Control & Retrieval
Manage secure storage and access permissions for scanned and physical MBRs.
Respond to internal requests (Quality, Manufacturing, Supply Chain, Engineering) by locating, retrieving, and providing MBRs
Track requests, turnaround times, and document issuance/return to maintain chain-of-custody.
Compliance & Data Integrity
Adhere to GxP, GDP (Good Documentation Practices), and company SOPs at all times.
Conduct routine self-checks and peer reviews to ensure accuracy, completeness, and traceability.
Support audits/inspections by preparing document packs, access lists, and evidence of control.
Physical & Inventory Controls
Maintain organized physical archives; perform periodic inventory and reconciliation of records.
Required Qualifications:
High school diploma or equivalent; some college or vocational training preferred.
1-3 years of experience in document control, records management, or manufacturing operations.
Familiarity with GxP/GDP and SOP-driven environments.
Proficiency with scanners and document management systems
Strong attention to detail, accuracy, and time management
$26k-36k yearly est. 3d ago
P1 Advisor Non-Exempt
Ameriprise Financial, Inc. 4.5
Tampa, FL job
Obtain your required licenses/credentials within 150 days of hire:- FINRA Series 7- Active State Securities Agent Registration (S 63 or S 66)- Active IAR Registration (S 65 or S 66) and-State Life, Health Insurance and Variable Products lines. Attend Financial Planning, Advisor, Financial Advisor, Asset Manager, Banking, Practice
$65k-87k yearly est. 1d ago
Real Estate Program Manager - Data Center Development
Provident 4.5
Dallas, TX job
🕒 Employment Type: Full-Time | In-Office
We're seeking an ambitious and execution-driven Real Estate Development Program Manager to manage the front-end development of ground-up hyperscale data centers across the United States.
In this role, you will play a crucial role in the development and delivery of the company's data center portfolio by sourcing new opportunities, analyzing the suitability of data center sites, and managing land acquisitions by working with external stakeholders such as landowners, communities, and utility providers.
This role will also facilitate the negotiation of land purchases through the drafting and execution of purchase and sale agreements, and lead the completion of key site due diligence and pre-development activities.
Key Responsibilities
Analyzes feasibility of proposed projects in various markets; prepares market studies when necessary.
Managing land development and acquisition tasks, including site due diligence, regulatory approval process, permitting, surveying, and land use entitlements for all data center projects across multiple regions.
Executing and manage real estate acquisition agreements (e.g. LOIs and PSAs), and draft project memos and execution plans
Defining project scope, goals, and deliverables in collaboration with stakeholders.
Developing detailed project plans, including timelines, resource allocation, and risk assessments.
Managing project schedules, budgets, and resources to ensure projects are delivered on time and within budget.
Monitoring project progress, identifying potential issues, and implementing corrective actions.
Managing internal tracking of all development financials, including budgets, costs, and change orders.
Partner with internal teams on capacity planning, infrastructure design, and operational readiness.
Align development timelines with business growth forecasts and global expansion strategies.
Develop and manage project budgets, forecasts, and capital expenditure plans.
Identify and mitigate risks related to land use, construction delays, and regulatory hurdles.
Qualifications
Bachelor's degree in Real Estate, Civil Engineering, Architecture, or related field.
3-5+ years of experience in commercial real estate land acquisition and development, ideally with a focus on large-scale or hyperscale data centers or mission-critical facilities.
Civil engineering background or experience collaborating closely with civil engineers is a strong plus, especially for candidates who can bring technical insight to site evaluation, infrastructure planning, and development feasibility.
Proven track record of real estate development, including project management or support of due diligence and entitlements on multiple sites, and an understanding of cost, timeline, and contracts for large land transactions and development projects.
Understanding of site development milestones, land use and zoning approvals.
Experience negotiating other agreements critical to data center operation (e.g., water, sewer, incentives and development agreements).
Comfort working with and developing strong relationships with external stakeholders such as sellers, economic development contacts (municipal, county, state, and NGOs), utilities providers and SMEs / consultants.
Core Skills & Competencies
Entrepreneurial mindset and a results-driven approach.
A “big-picture” person with strong analytical and problem-solving skills.
Comfortable with ambiguity, the ability to quickly adapt to changes, and navigate complex situations.
Excellent written and verbal communication skills, with the ability to present effectively to investors, partners, and public stakeholders.
Ability to work independently, managing multiple high-priority projects simultaneously.
Relentless drive for mastering the craft, demonstrating a curiosity and commitment to deepening expertise in industrial real estate development.
$64k-92k yearly est. 1d ago
Sales Enrollment Representative
3M Expansions 4.6
Sarasota, FL job
As a Sales Enrollment Representative, you will play a key role in helping individuals access essential telecommunications services through compelling, relationship-focused sales campaigns. This entry-level position offers comprehensive training, empowering you to build your skills while connecting people to custom telecommunications solutions that enhance their lives!
Due to increased demand from our telecommunications client partner, we are in need of a Sales Enrollment Representative with an unrelenting work ethic, tenacious attitude, and a reputation as a dependable team player. The Sales Enrollment Representative will play a key role in acquiring new customers through the execution of residential sales campaigns. Their primary responsibility is to guide prospective customers through the sales process and help them enroll in internet, TV, and phone plans.
Sales Enrollment Representative Responsibilities:
Interact with customers directly through residential sales campaigns in an effort to drive and achieve new customer acquisition targets
Establish genuine relationships with customers, identify their pain points and needs, and clearly explain the value and benefits of telecommunications products and services
Close sales and facilitate the enrollment process by completing orders using CRM software, and ensure all necessary information is collected for successful account set up
Promote and upsell services to meet customer needs and achieve sales growth
Track sales metrics and report directly to Senior Managers regularly to ensure personal success
Keep up-to-date with changes in pricing, product offerings, and company policies.
Professionally represent the company at all times.
Benefits of Being a Sales Enrollment Representative:
Competitive compensation package with industry-leading commission incentives
Help connect people to the newest & top telecommunication products and services
Learn valuable techniques in sales, customer service, and program enrollment
Work in diverse settings, meeting with various consumers directly
Collaborate with the Sales Enrollment Representative team to achieve company-wide goals while also progressing your career
What We Look For Sales Enrollment Representative:
Previous experience as a Sales Enrollment Representative, customer service, or marketing is preferred but not required
Excellent communication and interpersonal skills
A goal-driven mindset with long-term aspirations
Ability to thrive in a fast-paced, collaborative environment
Basic understanding of technology & devices
Flexibility to work weekends, evenings, or events as needed
This is a performance-driven position with uncapped commission incentives. Compensation is commission only, with estimates based on average earnings in the role.
Take the first step toward a fulfilling career as a Sales Enrollment Representative. Join us to build your foundation in sales and customer service while improving communities and achieving your personal and professional goals. Join us today!
Powered by JazzHR
$29k-35k yearly est. 1d ago
Sr. Associate, Project Manager - Finance Data Management & Governance
American Express 4.8
New York, NY job
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?
The Sr. Associate, Project Manager for the Finance Data Management and Governance (FDMG) team in the Enterprise Technology Services organization is pivotal in organizing key business processes across the organization, including project reporting, budget management, talent management & hiring, strategic messaging, communications, town halls, colleague engagement, and more. The candidate will be a key member of the FDMG organization Leadership Team, working closely and collaborating with all team members.
Key Responsibilities:
* Project Management & Delivery
* Assist in the planning and execution of strategic and operational projects across business and technology functions.
* Develop project plans with defined milestones, timelines, and deliverables.
* Identify risks and dependencies; recommend mitigation strategies to ensure project success.
* Track project performance and maintain transparent reporting mechanisms.
* Maintain budget for entire FDMG team.
Operations & Planning Support:
* Support key operational cadences including staff meetings, town halls, and business reviews.
* Assist in quarterly and annual planning activities, including OKR development, resource tracking, and progress reporting.
* Coordinate meeting logistics, materials preparation, and follow-ups to ensure action items are completed.
* Communications & Stakeholder Coordination
* Partner with internal stakeholders to develop clear, effective communication materials including presentations, updates, and status reports.
* Facilitate information flow between project teams and leadership to ensure alignment and informed decision-making.
* Promote consistency and clarity in execution across functional areas.
* Continuous Improvement
* Identify opportunities to streamline processes, improve reporting, and enhance project transparency.
* Recommend tools or frameworks that enhance project and team effectiveness.
Minimum Qualifications:
* Bachelor's degree required; preferred fields include Business, Technology, or related areas.
* 3 - 6 years of experience in project management, operations, or program coordination.
* Strong organizational and multitasking skills with a demonstrated ability to manage competing priorities.
* Excellent verbal and written communication skills, including experience crafting executive-facing content.
* Proficiency with Microsoft Office Suite (especially PowerPoint & Excel), SharePoint, Confluence, and OneDrive.
* PMP or related certification is a plus.
Preferred Qualifications:
* Strong communication and organizational skills.
* Proven ability to solve problems and plan long-term projects.
* Experience in creating engaging and informative presentations.
* Ability to collaborate effectively with diverse stakeholders.
* Proven track record of managing multiple priorities and meeting deadlines.
* Ability to work independently and influence without direct authority.
* Commitment to fostering an inclusive team culture.
* Strong understanding of financial management and data analysis.
Salary Range: $89,250.00 to $150,250.00 annually + bonus + benefits
The above represents the expected salary 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: ***************************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
$89.3k-150.3k yearly 1d ago
Territory Loan Officer - New York/New Jersey
Lendingone 4.0
Lendingone job in New York, NY or remote
LendingOne is a direct private lender for Real Estate professionals headquartered in Boca Raton, FL with additional offices in Charlotte, NC and Great Neck, NY. LendingOne made the Inc. 500 list of the fastest-growing private companies in America in 2019. Along with being rated one of the Top Workplaces in 2024 - for the third consecutive year - by Sun Sentinel!
We specialize in providing business-purpose mortgage loans for non-owner-occupied investment properties. We offer fix/flip bridge loans and long-term rental financing. Not a broker nor a bank, but a fully funded lending partner that can close consistently. LendingOne and its affiliates have extensive real estate experience and have provided over $7 Billion in real estate capital.
Position Overview:
Territory Loan Officers build market position by locating, developing, defining, negotiating, and closing new business relationships. Territory Loan Officers assist both LendingOne and potential borrowers in assessing the borrower's business ventures, analyzing the borrower's income potential, credit worthiness, and advising the borrower regarding the business decision of using LendingOne financial products. A successful candidate will have a strong understanding of real estate ventures and business operations, has a sense of urgency, initiative, and competitive drive to get things done and will possess a natural enthusiasm in working with and through people in the process. We are looking for talented and competitive professionals with consultative sales experience that thrive in a fast-paced environment. This person will maintain the skills necessary to engage professionally and successfully with new clients, building relationships and gaining repeat business.
Semi-frequent visits to our Headquarters office in Boca Raton, FL may be necessary.
Requirements
Qualifications:
The following qualifications and responsibilities serve as a position overview and are not exhaustive. Employees are expected to be team players and may take on additional tasks as needed.
Preferred Skills:
Minimum 2 years of experience in the real estate lending space (conventional/non QM/mortgage insurance, etc.)
Minimum 2 years of professional real estate consultative sales experience with high net-worth clientele
Experience in commercial and residential mortgage lending
Experience building client relationships by phone
Required Skills:
Minimum 3 years in business to business sales
Excellent written and verbal communication, strong organizational skills, and time management.
High attention to detail and critical thinking skills, with the ability to anticipate and address potential issues.
Comfortability working in a fast paced, technology driven environment
A proactive and adaptable approach to problem-solving with a positive, team-oriented mindset, high-energy, and persistence
Responsibilities:
Develop and Execute Growth Strategies: Focus on driving financial growth and enhancing customer satisfaction within the assigned geographical territory.
Promote LendingOne's Products and Services: Address and anticipate client objectives, providing tailored solutions to meet their investment needs.
Engage with Prospective Clients: Arrange and conduct business meetings to build relationships and identify new opportunities.
Act as a Trusted Advisor: Educate clients on LendingOne's products and services, analyze their assets and investments, and guide them through the lending process while offering personalized financial advice.
Nurture Client Relationships: Provide exceptional service, cultivate long-term partnerships, and secure repeat business through consistent communication and support.
Evaluate and Screen Business Opportunities: Protect LendingOne's interests by analyzing market strategies, deal requirements, and financial viability while recommending suitable products and services.
Facilitate Smooth Transactions: Collaborate with internal teams to ensure the timely collection of required documents and the seamless execution of the closing process.
Communicate Effectively: Maintain clear and consistent communication with internal and external stakeholders regarding progress, timelines, and key deliverables.
Drive New Business: Proactively contact potential partners and clients in a lead-generated environment, successfully closing new business opportunities.
Benefits
Why LendingOne:
Diverse and inclusive workplace, with a supportive and friendly team
Company awards, recognitions, and community involvement opportunities
Comprehensive benefits package: medical, dental, vision, short and long-term disability, flexible spending accounts, generous 401(k) match, and more!
10 Company-paid holidays, and Paid-time Off
Work-From-Home Fridays!
Regular company-sponsored lunches, team-building and social events, and company swag to promote engagement and connection
We believe in promoting from within
Dedicated Learning & Development Team: comprehensive technical training, career paths, and education reimbursement opportunities!
LendingOne is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, or marital status.
$48k-68k yearly est. Auto-Apply 60d+ ago
Credit Analyst/Underwriter
Lendingone 4.0
Lendingone job in Boca Raton, FL or remote
LendingOne is a direct private lender for Real Estate professionals headquartered in Boca Raton, FL with additional offices in Charlotte, NC and Great Neck, NY. LendingOne made the Inc. 500 list of the fastest-growing private companies in America in 2019. Along with being rated one of the Top Workplaces in 2025 - for the fourth consecutive year - by Sun Sentinel!
We specialize in providing business-purpose mortgage loans for non-owner-occupied investment properties. We offer fix/flip bridge loans and long-term rental financing. Not a broker nor a bank, but a fully funded lending partner that can close consistently. LendingOne and its affiliates have extensive real estate experience and have provided over $7 Billion in real estate capital.
The Opportunity:
We're seeking a skilled and detail-obsessed Credit Analyst/Underwriter who can dive into complex financials, spot potential risks, and deliver sound lending decisions-while working closely with our Sales team to help clients achieve their real estate investment goals.
If you're the type who enjoys digging into the numbers, thrives under deadlines, and takes pride in delivering accurate, thoughtful evaluations, this role will give you both challenge and reward.
This is a full-time employment opportunity working in our Headquarters Office in Boca Raton, FL, or in our Charlotte, NC office.
What You'll Do:
Perform full credit analysis and underwriting on business-purpose loans, evaluating borrowers and properties in detail.
Review financial statements, analyze creditworthiness, and verify key data points such as acquisition costs, renovation budgets, rental income, and market comps.
Identify risks and recommend alternative financing solutions when needed.
Prepare clear and concise underwriting summaries with both quantitative and qualitative insights.
Communicate underwriting decisions and rationale to internal stakeholders, particularly the Sales team.
Review appraisal reports to ensure they meet company standards.
Maintain productivity and turnaround times in line with department goals.
Prioritize caseload effectively to meet multiple deadlines.
Requirements
Minimum 3 years of underwriting experience within private lending.
High attention to detail and accuracy in financial analysis.
Strong critical thinking skills with the ability to identify inconsistencies and propose solutions.
Excellent written and verbal communication skills.
Ability to manage multiple priorities and deliver on tight timelines.
Positive, team-oriented attitude with strong problem-solving skills.
Proficiency in CRM systems and Microsoft Office/Google Workspace.
Bonus points for experience with DSCR, Fix & Flip, and New Construction loans, or a degree in Finance, Business, or Economics.
Benefits
Why LendingOne:
Diverse and inclusive workplace, with a supportive and friendly team
Company awards, recognitions, and community involvement opportunities
Comprehensive benefits package: medical, dental, vision, short and long-term disability, flexible spending accounts, generous 401(k) match, and more!
10 Company-paid holidays, and Paid-time Off
Work-From-Home Fridays!
Regular company-sponsored lunches, team-building and social events, and company swag to promote engagement and connection
We believe in promoting from within
Dedicated Learning & Development Team: comprehensive technical training, career paths, and education reimbursement opportunities!
LendingOne is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, or marital status.
$49k-72k yearly est. Auto-Apply 60d+ ago
Senior Manager-Compliance
American Express 4.8
Sunrise, FL job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
Global Merchant & Network Services (GMNS) brings together American Express' merchant-and network related businesses to enable a sharp focus on using the power of our network to provide unique value to all our mutual customers. The organization manages the relationships with the millions of merchants around the world that accepts American Express and runs the company's payment network and manages bank partnerships globally.
GMNS is looking for an experienced Sr. Manager- Financial Crimes to lead a diverse team of high-performing professionals focused on ensuring risk and control management is embedded in the day-to-day operations of our organization. This first-line role will involve extensive collaboration with partners across business units, functional areas, and geographies. This role will lead the execution of financial crime risk management within the business unit and is accountable for ensuring the business maintains a strong control environment to prevent, detect, and respond to financial crimes-including anti-money laundering (AML), sanctions, fraud, and anti-bribery and corruption (ABC). The ideal candidate brings deep subject matter expertise and a pragmatic, partnership-driven approach to risk management.
The Senior Manager-Financial Crimes will:
* Consult on the design and implementation of controls tailored to specialized risk areas including Financial Crime and Compliance, with input in broader areas of operational risk
* Ensure all activities & guidance provided to BU are in alignment with standards set by centralized specialist risk-stripe teams
* Comply with enterprise policies and programs pertaining to specific risk types (e.g., Conduct Risk Management policy), and support with design/ enhancement of BU procedures /standards
* Maintain awareness and understanding of emerging trends, best practices, and regulatory updates relevant to operational risks and share this with BU process owners
* Support with the design and dissemination of targeted training and awareness programs to increase understanding and management of specific risk topics within GMNS
Key Responsibilities:
* Develop and maintain financial crimes risk assessments and controls aligned with enterprise policy and regulatory expectations.
* Partner with business leadership to embed financial crime risk management into day-to-day operations, new product development, and client onboarding.
* Lead or support investigations of suspicious activity, coordinating with AML and fraud investigation teams.
* Monitor and report on financial crimes risk indicators, emerging threats, and control effectiveness to business and risk leadership.
* Escalate and remediate control issues or potential violations in partnership with compliance, legal, and audit functions.
* Support internal and regulatory exams, audits, and inquiries related to financial crimes.
* Coordinate financial crimes training and awareness programs for front-line staff.
* Maintain detailed documentation and records to demonstrate compliance with regulatory and internal standards.
Minimum Qualifications:
* 5+ years of experience in AML, financial crimes compliance, fraud risk, or business risk roles within a financial institution.
* Strong understanding of BSA/AML, OFAC, and anti-bribery and corruption regulations.
* Proven ability to assess risk, implement controls, and collaborate across functions.
Preferred Qualifications:
* Bachelor's degree in finance, criminal justice, business administration, or a related field.
* CAMS, CFE, or similar professional certification.
* Experience working in a first line of defense or business control function.
* Familiarity with customer risk rating, transaction monitoring, and suspicious activity reporting processes.
Skills & Competencies:
* Strong analytical and problem-solving skills.
* Excellent written and verbal communication abilities.
* Sound judgment and decision-making under pressure.
* Ability to influence and educate business partners on risk concepts.
* Skilled in project management and working in a matrixed organization.
Guardian
Salary Range: $103,750.00 to $174,750.00 annually + bonus + benefits
The above represents the expected salary 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: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for this position.
$103.8k-174.8k yearly 5d ago
Attorney - Intellectual Property
Grayrobinson Branding 4.5
Miami, FL job
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.
Candidates must be admitted to the Florida Bar or willing to seek admission in the 12 months following date of employment. Must have litigation experience, excellent analytical, research, and writing skills. Additional skills include the ability to successfully work on multiple projects simultaneously and autonomously, with keen attention to detail. Familiarity with e-discovery and e-discovery programs a plus. International experience and foreign language skill also a plus but not necessary.
We offer a competitive salary and a comprehensive benefits package in a fast-paced professional environment.
GrayRobinson, P.A. is an Equal Opportunity Employer.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr
A leading financial services firm in Miami is looking for a Private Banker to develop and manage client relationships and create tailored wealth management strategies. Candidates should have over 15 years of experience in the financial sector, strong knowledge of investment and credit products, and relevant licensing. This role offers a salary range of $200,000 to $500,000 plus comprehensive employee benefits including medical coverage and paid time off.
#J-18808-Ljbffr
$125k-164k yearly est. 4d ago
Executive Assistant for CEO Team
Q Investments 4.1
Fort Worth, TX job
The Q Family Office is looking for a bright, eager, and dedicated individual to join its highly successful multi-billion-dollar private investment office in downtown Fort Worth. This person will be part of a team led by a 25-year veteran of the firm, all of whom assist the CEO in managing personal and business scheduling, travel coordination, organizational matters, photo and video archives, and research projects. This person will handle a variety of projects in an array of disciplines, which keeps the work fast paced and ever-changing. Someone who is already very organized and great with details is a must.
Base plus bonus (with full benefits) competitive with market and depending on experience.
Responsibilities will include:
Providing support within Executive Assistant team assisting with very complex calendars and schedules, travel coordination and general operational functions
Extensive experience scheduling & managing private air travel
Managing vendors and serving as a liaison
Researching and developing new ideas and projects
Typical hours are in the office (no remote work) Monday thru Friday from 8AM-6PM, i.e., ~ 50-hour weeks. This role does require some occasional weekend work as well.
The successful candidate will:
5+ years of experience in an executive admin role supporting an UHNWI or C-Suite executive at a substantial business enterprise
Be incredibly organized and detail oriented
About The Q Family Office
Established in 1994, the Q Family Office is an organization that combines an almost 30+ year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation.
$87k-125k yearly est. 1d ago
Customer Onboarding Manager
Levelfield Bank 3.7
Houston, TX job
Redefine Banking with Us:
LevelField Bank, upon completion of the forthcoming acquisition of Burling Bank, will be an FDIC-insured community bank dedicated to transforming the financial landscape by prioritizing innovation and embracing new products and services.
We aim to differentiate ourselves by serving consumers nationwide, targeting underbanked commercial markets, including business involved in the fast-evolving world of digital assets (cryptocurrency), and by operating a true real-time 24x7 bank. Considerable growth is on the horizon, and we're ready for the challenge.
Building an industry-leading company is no small feat, but we're driven by a positive, ambitious energy. With a seasoned leadership team and the stability of a regulated financial institution, we're creating a workplace that's both dynamic and rewarding. Our executive leaders each bring over thirty years of experience from the most competitive corners of the financial sector-yet they approach each day with the enthusiasm of fresh talent.
If you are passionate about creating a fantastic environment and eager to join a growing organization, this is your opportunity to make an impact.
Your Role:
This is a hands-on role, and you will be working to assist our prospects through the process of becoming bank customers. As Customer Onboarding Manager, you will work with the bank Chief Operating Officer to efficiently oversee and facilitate the onboarding of prospective customers and resolve potentially complex problems that may arise during the onboarding process. You and your team (for which you will be the starting member) will be responsible for managing the end to end onboarding cycle, ensuring that customers have a best-in class-experience. You will build collaborative relationships with key team members from across the organization, and will work closely with the compliance team.
You will take on a supervisory role that focusses on accurately and expediently onboarding prospective customers, while following and maintaining strict guidelines and regulatory requirements. You will have the opportunity to collaborate on customers engagement initiatives to develop and help successful implementation of newly developed strategies and processes. These interactions may take many forms, including participating in projects and strategic initiatives related to process improvement and more thematic initiatives designed to bring the best of the firm to our customers and continuously improve the overall experience they have in working with us.
This is very much a hands-on role, and like the rest of the LevelFIeld Bank leadership team, the successful candidate will be responsible for getting the job done while growing the team in line with the increasing scale of the bank. We are seeking a doer, a leader, and a builder.
Location:
This is a fully on-site position in Houston, TX. The role depends on close collaboration with business and technology partners, which is best achieved through in-person engagement. We are seeking to build a cohesive and industry leading team, and working together we can make big things happen. Since we have discovered reading comprehension is a skill not everyone has mastered, to be clear there is NO OPPORTUNITY WHATSOEVER FOR REMOTE OR HYBRID arrangements for this role.
Key Responsibilities:
Champion our brand: Embody LevelField's innovative culture, fostering trust and enthusiasm for our cutting-edge banking solutions.
Drive Client Success: Serve as the primary point of contact for onboarding new business customers and work collaboratively with compliance and other departments in the onboarding of consumer customers.
Gather Insights: Continually assess the customer activity and partner with product development to continually improve the customer experience so that the customer does not require support except in non-standard instances.
Leadership: Lead, mentor, and grow the Customer Onboarding team.
Additional Responsibilities:
Stay ahead of trends: Maintain awareness of the broader context and implications of the various types of risk affecting the business.
Continuous Improvement: Collaborate with the team to develop and execute strategies to improve the department.
Work collaboratively: Collaborate with the team to continuously improve the department and the bank.
Think like an owner: Contribute ideas to improve processes, enhance customer experiences, and drive the bank's growth.
About You
We are searching for someone with proven process skills and high attention to detail within business critical operations. You must have experience in customer onboarding within a financial institution.
Minimum of 5 years financial service industry experience (banking preferred); 3+ years in a customer service/on-boarding or similar role;
At least 2+ years of people management experience.
Willingness to work flexible working hours, as required.
Ability to lead, prioritize and execute on multiple simultaneous priorities and initiatives
Someone familiar with OFAC (Office of Foreign Asset Control), AML (Anti-money Laundering, and KYC (Know your client) requirements.
Ability to thrive in a highly regulated environment that demands full compliance with policies and procedures.
Excellent verbal and written communication skills
Passion for revolutionizing banking and embracing innovation.
Strong interpersonal skills with a commitment to delivering exceptional customer experiences.
A team-oriented mindset with a drive to build something extraordinary.
Why Join LevelField Bank?
Be a pioneer: Join a forward-thinking bank at the forefront of digital asset integration, with opportunities to shape the future of finance.
Growth opportunities: As an early team member, you'll have significant potential for career advancement in a rapidly growing organization.
Vibrant culture: Thrive in a collaborative, innovative workplace that values your contributions and celebrates success.
Competitive compensation: Enjoy a base salary of $80,000-$130,000, discretionary bonuses, stock options, 401(k), medical insurance, and additional benefits.
This description outlines the general nature of the role and is not an exhaustive list of duties or requirements. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees for this role. LevelField Financial and LevelField Bank are equal opportunity employers.
$80k-130k yearly 1d ago
Wealth Strategy & Private Banking Advisor
Jpmorgan Chase & Co 4.8
Dallas, TX job
A leading financial institution is seeking a Private Banker to join their U.S. Private Bank team in Dallas. The role involves advising clients on wealth management, investing strategies, and ensuring exceptional client relationships. Qualified candidates will have a Bachelor's degree, three years of experience in financial services, and proven sales success. This position requires Series 7, 66, and Insurance licenses. The firm values initiative and strong client focus within a collaborative environment.
#J-18808-Ljbffr
Zippia gives an in-depth look into the details of LendingOne, including salaries, political affiliations, employee data, and more, in order to inform job seekers about LendingOne. The employee data is based on information from people who have self-reported their past or current employments at LendingOne. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by LendingOne. The data presented on this page does not represent the view of LendingOne and its employees or that of Zippia.
LendingOne may also be known as or be related to LendingOne, LendingOne LLC, LendingOne, LLC, Lendingone and Lendingone, Llc.