ANF is seeking a Business Systems Support & Training Specialist. This role is responsible for supporting, troubleshooting, and maintaining business applications, with a strong focus on CMiC (ANF's ERP), ensuring seamless operation for both enterprise users and field teams. In addition to day-to-day support, this role plays a critical role in training, onboarding, and capability development across the organization.
Why Join Us?
We are a growing Company serving the South Florida Market for over 40 years. We are dynamic, innovative and focused on delivering our clients successful and on-time projects looking for dedicated individuals seeking opportunities to become a vital part of a team that truly values all construction project management has to offer. At ANF Group, we are committed to building exceptional projects and fostering a work environment where innovation, collaboration, and professionalism thrive.
Company Benefits:
Comprehensive health, dental, and vision insurance
401(k) retirement plan with company match
Paid time off and holidays
Opportunities for professional development and growth
Responsibilities include:
Business Systems & CMiC Support
Provide hands-on support for CMiC users across enterprise and field teams.
Incident management to include ticket creation, triage and diagnosis, escalation and communication if needed, and testing and user-acceptance.
Manage user accounts, security settings, and system access for CMiC and other business systems.
Assist with CMiC configurations, module updates, and troubleshooting.
Ensure data integrity and accuracy within CMiC for reporting and operations.
Serve as the primary point of contact for CMiC-related issues and escalate when needed.
Help field teams troubleshoot CMiC mobile and on-site system access issues.
Support business units in leveraging CMiC for project tracking, cost management, and reporting.
Assist in testing, updating, and rolling out new CMiC features or system upgrades.
Work closely with IT, finance, and operations teams to support business system needs.
Coordinate with CMiC support and vendors to troubleshoot and resolve system issues.
Major incident management and companywide communication.
Training, Onboarding, and Learning Enablement
Own and support training and onboarding for both new and existing employees related to CMiC and other core business systems.
Design, build, and maintain a clear, structured training curriculum, including role-based learning paths.
Deliver live training sessions, workshops, and onboarding sessions for new hires and existing employees.
Partner with business leaders, IT, and Build U stakeholders to align training content with operational needs and organizational priorities.
Create and maintain user guides, training materials, knowledge bases, standard operating procedures, and troubleshooting FAQs to support self-service learning.
Identify skill gaps and recommend training improvements to continuously raise system proficiency and effectiveness.
Support change management efforts by preparing users for system updates, new functionality, and process improvements.
Measure training effectiveness and continuously refine content to improve outcomes and adoption.
Qualifications
Education:
Bachelor's degree in Information Systems, Business, or a related field.
Experience:
2-4 years of experience in business systems support, IT support, or technical training.
Demonstrated experience delivering end-user training, facilitating workshops, and supporting onboarding for new and existing employees.
Experience designing, developing, and maintaining structured training curricula, learning paths, and documented learning modules.
Experience creating and managing content within a Learning Management System (LMS) or similar training platforms (e.g., course creation, updates, tracking completion).
Ability to translate complex technical concepts into clear, user-friendly training materials for diverse audiences.
Experience developing user guides, job aids, knowledge bases, and self-service learning resources.
Hands-on experience with CMiC highly preferred.
Experience troubleshooting ERP systems, business applications, and integrations.
Strong problem-solving skills, attention to detail, and a continuous improvement mindset.
Excellent written and verbal communication skills, with confidence presenting and training cross-functional groups.
Proficiency in Microsoft applications (Excel, Word, Outlook; Power BI is a plus).
The Business Systems Support & Training Specialist plays a critical role in both system reliability and organizational capability building. This role goes beyond technical support by helping standardize training, elevate system usage, and reinforce ANF's commitment to continuous learning through the Build U initiative. The position provides an opportunity to develop deep expertise in CMiC system administration, training design, and business process improvement while directly impacting adoption, efficiency, and employee development across the organization.
Company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to Race, Religious Creed, Color, National Origin, Ancestry, Physical or Mental Disability, Medical Condition, Genetic Information, Marital Status, Sex, Gender, Gender Identity, Gender Expression, Sexual Orientation, Military or Veteran status.
**Company conducts post-offer, pre-employment drug screening, background check, and Motor Vehicle Report.
$54k-86k yearly est. 2d ago
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Customer Services Specialist
Savills North America 4.6
Specialist job in Miami, FL
ABOUT THE ROLE
The Client Services Specialist will support a top-producing four-person leasing team in Miami, led by the Vice Chairman and Co-Head of Florida for the Miami Office. This person will play a central role in keeping the team organized and efficient, helping manage projects, client deliverables, and daily operations. The ideal candidate is a fast learner who thrives in a busy environment, takes initiative, and helps the team stay on track across all active assignments.
KEY RESPONSIBILITIES
Marketing Coordination
Lead all aspects of the team's marketing efforts, from concept through execution, for property campaigns, client presentations, and new business pursuits.
Lead Social Media Management efforts such as LinkedIn a plus
Develop, proof, and produce marketing materials including proposals, pitch decks, offering memorandums, and brochures that align with Savills' brand standards.
Use Salesforce, LinkedIn, CoStar, and Exact Target to support prospecting, marketing outreach, and engagement tracking.
Coordinate photography, floor plans, and other creative assets with vendors and internal teams.
Maintain and organize the team's contact database while improving marketing processes for better efficiency and results.
Financial Support
Handle billing, invoicing, and expense reports for the team.
Update and maintain stacking plans and other financial tracking tools in Excel.
Administrative Support
Greet and assist guests; answer and route incoming calls.
Manage incoming and outgoing mail and packages.
Keep Salesforce and other CRM databases accurate and up to date.
Schedule meetings, conference calls, and team activities.
Set up conference rooms and prepare materials for client meetings.
Client Interface
Help prepare materials and presentations for client meetings.
Participate in client pitches as needed.
Coordinate communication and logistics between the team and clients.
Process Management
Work closely with the team to manage all active projects and client assignments from start to finish.
Keep track of deliverables, deadlines, and follow-ups to ensure nothing falls through the cracks.
Anticipate next steps and help keep the team organized and accountable.
Serve as the central point of coordination for ongoing projects and team priorities.
Partner with other Client Services Specialists and Operations staff on office-wide initiatives.
Qualifications
Bachelor's degree preferred (Business, Marketing, Communications, Real Estate, Finance, or related field).
Professional, proactive, and able to work both independently and as part of a team.
Minimum of 3+ years of experience in marketing, administration, or commercial real estate preferred. Engagement and interaction with support of upper management is important.
Strong skills in Microsoft Office (Namely: Excel, PowerPoint, Word) and Salesforce.
Familiarity with Adobe InDesign, CRM, and email marketing tools such as SalesForce a plus.
Excellent written and verbal communication skills.
Strong organizational skills, attention to detail, and the ability to handle multiple priorities.
WHY JOIN US?
Join one of Miami's most established office leasing teams at Savills. This position offers exposure to all sides of the business-marketing, financial analysis, and client strategy-and is a great opportunity for someone looking to build a long-term career in commercial real estate.
Savills values a diverse work environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteran status, or any other protected characteristic. Savills participates in the E-Verify program.
$27k-36k yearly est. 2d ago
Customer Support Specialist
Insight Global
Specialist job in Miami Lakes, FL
Required Skills & Experience
2+ years of work experience in Customer Support or Customer Service role
Strong Microsoft Office / Excel - VlookUps and Pivot Tables
Ability to work in a fast-paced environment managing multiple priorities
Strong verbal and written communication
Nice to Have Skills & Experience
Experience with Systems Applications and Processing (SAP)/ERP system
Aerospace industry experience
Data analytics experience
Job Description
Our Aerospace client is looking for Customer Supports Specialists to join their team. This role involves analyzing supplier and customer data related to the ordering and delivery of spare parts, provisioning products, and associated services. Responsibilities include processing returned materials, responding to customer inquiries regarding spare parts requirements, and resolving delivery issues. This positions also entails creating and tracking performance metrics, cultivating strong customer relationships, and developing a deep understanding of the customer's culture and business strategies. This position is offering $21.91/hour.
$21.9 hourly 5d ago
Customer Service Ambassador
ABM 4.2
Specialist job in Miami, FL
ABM (NYSE: ABM) is one of the world's largest providers of integrated facility, engineering, and infrastructure solutions. Every day, our over 100,000 team members deliver essential services that make spaces cleaner, safer, and efficient, enhancing the overall occupant experience.
ABM serves a wide range of market sectors including commercial real estate, aviation, education, mission critical, and manufacturing and distribution. With over $8 billion in annual revenue and a blue-chip client base, ABM delivers innovative technologies and sustainable solutions that enhance facilities and empower clients to achieve their goals. Committed to creating smarter, more connected spaces, ABM is investing in the future to meet evolving challenges and build a healthier, thriving world. ABM: Driving possibility, together.
ABM is an Equal Employment Opportunity (EEO) employer that does not discriminate on the basis of any trait or characteristic protected by applicable federal, state, or local law, including disability and protected veteran status. ABM is committed to working with and providing reasonable accommodation to individuals with disabilities. If you have a disability and need assistance in completing the employment application, please call ************. We will provide you with assistance and make a determination on your request for reasonable accommodation on a case-by-case basis.
ABM participates in the U.S. Department of Homeland Security E-Verify program. E-Verify is an internet-based system used to electronically confirm employment eligibility.
ABM is a military-friendly company proudly employing thousands of men and women who have served in the U.S. military. With ABM, you'll have access to a world-class training program and ample opportunities to use the skills you developed while serving our country. Whether you're looking for a frontline or professional position, you can find post-military career opportunities across ABM.
ABM directs all applicants to apply at ******************** ABM does not accept unsolicited resumes.
For more information, visit ***********
Perform a combination of clerical tasks to support office, business, or administrative operations by performing the following duties. Our employees must be well-groomed, helpful, and patient and enjoy working with others. We are looking for staff to work Full Time and Part Time, All Shifts Available, 7 Days a week.
$27k-36k yearly est. 4d ago
Head of Special Servicing
Lendmarq Capital LLC
Specialist job in Miami, FL
Lendmarq is a direct real estate lender providing specialty bridge and term loan products to residential real estate investors throughout the country. Our company is headquartered in Miami, FL with offices in Westport, CT, and NYC.
We specialize in providing business-purpose mortgage loans for non-owner-occupied investment properties. We offer fix/flip, bridge loans, ground-up construction, and long-term rental financing. Lendmarq and its affiliates have extensive real estate experience and are known for their best-in-class service, and ability to execute.
About The Role:
Lendmarq is actively seeking a qualified individual to assist in building out new processes and procedures for our Asset Management & Special Servicing department. The Head of Special Servicing will be responsible for overseeing the management, resolution, and performance of distressed or underperforming assets across the portfolio. This role will lead strategy and execution related to loan workouts, modifications, restructurings, foreclosures, and other recovery efforts, while partnering closely with credit, legal, asset management, and executive leadership. The ideal candidate brings deep experience navigating complex credit situations and a proven ability to maximize recoveries while mitigating risk.
What You'll Do:
Create impact analysis reports and deliver reports to key stakeholders; design and implement aging and delinquency reports to monitor loan portfolio
Set operating performance metrics and standards for speed, quality, and customer service
Build best in class reporting, prepare analysis over company transaction history, counterparty metrics, performance information and forecasts
Analyze portfolio changes and identify any irregularities that may negatively impact portfolio and/or company
Organize and lead meetings with key stakeholders to review accounts
Review loan data, file maintenance and perform periodic audits of loan servicing files
Where applicable, negotiate extension options and/or modifications with borrowers
Manage DIL, short sales, REO process in compliance with performance standards Refer files to foreclosure, oversee attorneys managing the foreclosure process Calculate expected returns on troubled assets
Qualifications:
Bachelor's degree in real estate, Finance, Economics, Business, or a related field
Minimum 8 years of experience in special servicing, loan workouts, asset management, or credit within commercial or private lending
Demonstrated expertise in restructurings, modifications, foreclosures, bankruptcies, and negotiated resolutions
Strong leadership experience managing teams and setting servicing strategy across diverse asset types
Ability to assess risk, develop recovery strategies, and drive outcomes in high-pressure or time-sensitive situations
Experience collaborating with legal counsel, investors, and internal stakeholders to execute resolutions
Excellent analytical, negotiation, and communication skills with executive-level presence
What We Offer:
We believe in supporting our employees both professionally and personally. Our comprehensive benefits package includes:
Health Insurance - Robust medical coverage with costs primarily covered by the employer.
401(k) Retirement Plan - Plan for your future with our retirement savings program.
Commuter Benefits Program - Save on your daily commute with pre-tax transportation options.
Employee Assistance Program (EAP) - Access free and confidential support for personal or professional challenges.
Financial Wellness Resources - Tools and guidance to help you reach your financial goals.
Paid Time Off - Enjoy 15 days of PTO annually, plus company-observed holidays.
Sick Leave - Take care of your health with 5 paid sick days per year.
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$30k-51k yearly est. 4d ago
Transportation Operations & Carrier Specialist
Transcargo Solutions
Specialist job in Miami, FL
Company: TransCargo Solutions
Type: Full-time
TransCargo Solutions is a third-party logistics (3PL) provider specializing in transportation and warehousing solutions for renewable energy, industrial, and project cargo clients across the United States. We work closely with EPCs, developers, OEMs, and manufacturers, providing reliable inland transportation, drayage, transloading, and storage services nationwide.
We are expanding our operations team and are looking for a Carrier Pricing & Capacity Specialist to strengthen our carrier network and support day-to-day transportation execution.
Role Overview
This is an operations-focused role with strong pricing and carrier-management responsibility. You will be responsible for sourcing capacity, pricing lanes, booking loads, and developing long-term relationships with partner carriers to support ongoing and project-based freight.
This is not a cold sales role, it is a hands-on position working closely with operations, account management, and customers to ensure competitive pricing and reliable execution.
Key Responsibilities
Source and book truckload capacity using DAT, Truckstop, and other load boards
Price lanes using DAT RateView, market analytics, and historical data
Negotiate rates and terms with partner carriers
Build and maintain long-term carrier relationships
Support daily load coverage and execution for dry van, flatbed, stepdeck, and specialized freight
Monitor market trends to adjust pricing strategies accordingly
Coordinate closely with the operations and customer-facing teams
Ensure carrier compliance (insurance, onboarding documents, performance tracking)
Support project-based and high-volume transportation opportunities
Requirements
1-2 years of experience in carrier sales, dispatch, or transportation operations
Strong knowledge of DAT load boards, lane pricing, and market analytics
Experience negotiating with trucking companies and owner-operators
Understanding of U.S. truckload market dynamics
Highly organized, detail-oriented, and execution-driven
Comfortable working in a fast-paced logistics environment
Strong communication skills (English required, Spanish a plus)
What We Offer
Competitive base salary + performance incentives
Growth opportunity within a specialized and fast-growing 3PL
Exposure to renewable energy and industrial logistics projects
Collaborative team environment with real operational responsibility
Long-term career path in operations, pricing, or account management
$34k-57k yearly est. 4d ago
Warehouse Operations Specialist
Effy Jewelry 3.9
Specialist job in Doral, FL
Employment Type: Full-time
Salary: $38,000 - $45,000
About Us
Effy Jewelry is a renowned, family-owned fine jewelry brand with over four decades of experience in luxury retail. Known for our craftsmanship, innovation, and attention to detail, our collections are available in more than 150 land and cruise-based boutiques worldwide. Beyond fine jewelry, we also operate HF Duty Free Team, a dedicated division specializing in multiple product categories within the Duty Free and Travel Retail sector.
Our Doral, FL warehouse plays a vital role in ensuring the smooth flow of operations, from inventory control to order fulfillment, supporting our commitment to excellence at every stage of the business. As part of our team, you will join a group of professionals who value precision, safety, and collaboration. We take pride not only in the jewelry we create, but also in the people who help bring it to our customers.
Job Summary
We are looking for a dependable and skilled Warehouse Operations Specialist to join our team in Doral, FL. In this role, you will manage end-to-end warehouse operations, ensuring efficiency, accuracy, and safety in all aspects of inventory control, order fulfillment, forklift operations, and system updates. The ideal candidate is hands-on, experienced with warehouse management systems like Magaya, highly organized, and committed to maintaining operational excellence. You will play a critical role in supporting our team and ensuring that our products move smoothly from the warehouse to our customers.
This role is a full-time, onsite position based at our Effy Jewelry Warehouse location. The selected candidate will be required to work onsite five days per week.
Candidates must be Miami-based.
Key Responsibilities:
Perform daily order picking, packing, and outbound shipment coordination.
Receive and allocate inbound shipments, ensuring accurate placement and tracking.
Operate within the Magaya (or similar WMS) system to maintain real-time inventory updates.
Re-palletize, shrink-wrap, and prepare cargo for outbound logistics.
Organize and map merchandise within the warehouse for efficient retrieval and storage.
Conduct regular inventory audits and reconcile any discrepancies.
Operate forklifts to load/unload cargo and safely move materials throughout the facility.
Maintain a clean, organized, and safe warehouse environment.
Perform equipment checks and adhere to all warehouse safety protocols.
Collaborate with warehouse and logistics teams to support workflow and efficiency.
Qualifications:
Proven experience in warehouse operations, inventory management, and forklift operation.
Valid forklift certification required.
Proficiency with WMS systems (Magaya preferred).
Strong attention to detail, organization, and communication skills.
Physical ability to lift, move, and re-pack merchandise as needed.
Reliability, initiative, and a strong work ethic.
Candidates must have valid work authorization for the U.S. at the time of application and throughout employment; we are not able to sponsor visas.
Effy Jewelry is committed to diversity in its workplace and is proud to offer equal employment opportunities to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, veteran status, or any other legally protected characteristic in the location in which the candidate is applying. Effy Jewelry applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation.
$38k-45k yearly 5d ago
Cleaning Specialist
Diamonds International 4.5
Specialist job in Miramar, FL
We are looking for a full time cleaning aide for our offices in Miramar to perform general cleaning tasks like sweeping, mopping, and vacuuming floors; dusting and polishing surfaces; and emptying trash and recycling bins. Responsibilities also cover thorough cleaning and sanitizing of restrooms and kitchens, restocking supplies, and ensuring all areas are clean and presentable.
Duties and responsibilities
Floor care: Sweep, mop, and vacuum carpets and hard floors. Buff and polish hard floors as needed.
Surface cleaning: Dust and wipe down all surfaces, including desks, tables, countertops, shelves, and cabinets.
Restroom cleaning: Thoroughly clean and sanitize toilets, sinks, mirrors, and other surfaces. Restock supplies like toilet paper and paper towels.
Kitchen/breakroom cleaning: Clean sinks, countertops, and appliances in kitchen areas.
Waste management: Empty trash and recycling bins and replace liners.
Sanitization: Disinfect high-touch surfaces such as doorknobs, light switches, and shared equipment.
Equipment and supplies: Safely operate and maintain cleaning equipment. Keep cleaning supplies properly stored.
Qualifications and skills
Prior experience as a janitor or cleaner is often preferred.
Strong attention to detail.
Ability to work independently and manage time effectively.
Physical stamina to perform tasks such as lifting and carrying equipment supplies and being on your feet for extended periods.
Ability to follow instructions and safety protocols.
Good communication skills.
$39k-54k yearly est. 5d ago
RCM OPEX Specialist
Femwell Group Health 4.1
Specialist job in Miami, FL
The RCM OPEX Specialist plays a critical role in optimizing the financial performance of healthcare organizations by ensuring that revenue cycle management processes are efficient and compliant with industry regulations. This position requires detail-oriented professionals who can navigate complex insurance claims and reimbursement processes.
Essential Job Functions
Manage internal and external customer communications to maximize collections and reimbursements.
Analyze revenue cycle data to identify trends and proactively remediate suboptimal processes.
Maintain fee schedule uploads in financial and practice operating systems.
Review and resolve escalations on denied and unpaid claims.
Collaborate with healthcare providers, payors, and business partners to ensure revenue best practices are promoted.
Monitor accounts receivable and expedite the recovery of outstanding payments.
Prepare regular reports on refunds, under/over payments.
Stay updated on changes in healthcare regulations and coding guidelines.
*NOTE: The list of tasks is illustrative only and is not a comprehensive list of all functions and tasks performed by this position.
Other Essential Tasks/Responsibilities/Abilities
Must be consistent with Femwell's core values.
Excellent verbal and written communication skills.
Professional and tactful interpersonal skills with the ability to interact with a variety of personalities.
Excellent organizational skills and attention to detail.
Excellent time management skills with proven ability to meet deadlines and work under pressure.
Ability to manage and prioritize multiple projects and tasks efficiently.
Must demonstrate commitment to high professional ethical standards and a diverse workplace.
Must have excellent listening skills.
Must have the ability to maintain reasonably regular, punctual attendance consistent with the ADA, FMLA, and other federal, state, and local standards and organization attendance policies and procedures.
Must maintain compliance with all personnel policies and procedures.
Must be self-disciplined, organized, and able to effectively coordinate and collaborate with team members.
Extremely proficient with Microsoft Office Suite or related software; as well as Excel, PPT, Internet, Cloud, Forums, Google, and other business tools required for this position.
Education, Experience, Skills, and Requirements
Bachelor's degree preferred.
Minimum of 2 years of experience in medical billing, coding, revenue cycle or practice management.
Strong knowledge of healthcare regulations and insurance processes.
Knowledgeable in change control.
Proficiency with healthcare billing software and electronic health records (EHR).
Knowledge of HIPAA Security preferred.
Hybrid rotation schedule and/or onsite as needed.
Medical coding (ICD-10, CPT, HCPCS)
Claims management (X12)
Revenue cycle management
Denials management
Insurance verification
Data analysis
Compliance knowledge
Comprehensive understanding of provider reimbursement methodologies
Billing software proficiency
$34k-49k yearly est. 3d ago
Customer Care Specialist
Scouting America
Specialist job in Islamorada Village of Islands, FL
The Florida Sea Base is seeking a highly skilled professional to provide in-depth analysis of customer, product, and operational issues, and to resolve escalated problems of the highest complexity. This role ensures that customers receive exceptional service through efficient order processing, accurate correspondence, and seamless coordination with internal teams. A successful candidate for this role should possess a mix of technical expertise, customer-centric mindset, and leadership skills.
This is an ideal position for a professional looking to transition to the role of council program director or camp director.
This position reports to the Manager of Operations, Florida Sea Base.
Responsibilities
Serves as an escalation point for issues of the highest complexity; resolves conflicts involving scheduling, resources, or technical problems.
Provides analysis and audits on operational processes, call volume, scheduling, and staffing. Administers system modifications. Identifies areas for improvement and recommends process or system changes to management. Oversees or leads projects.
Provides workflow coordination, scheduling, and training to the customer service staff.
Performs other job-related duties as assigned.
Competencies
Knowledge of: Customer service best practices; relevant computer systems and applications; typical operational processes and procedures for addressing customer needs.
Skill in: Conflict resolution and de-escalation; problem-solving and critical thinking; active listening and empathy; communication, both written and verbal; teamwork and collaboration.
Ability to: Work independently and as part of a team; manage multiple tasks and prioritize effectively; analyze data and identify trends; recommend and implement process improvements and enhancements; empathize with the needs of customers and offer appropriate solutions or options.
Qualifications
Minimum of four (4) years of experience in customer service, ideally involving complex issue resolution and process improvement.
Must pass a criminal history background check.
Any work-related experience resulting in acceptable proficiency levels in the above Minimum Qualifications is an acceptable substitute for the above-specified education and experience requirements.
Preference
Bachelor's Degree in Business Administration or a related field from an accredited college or university is preferred.
$27k-33k yearly est. 3d ago
Administrative Specialist
Take2 Consulting, LLC 3.7
Specialist job in Miami, FL
Mission Statement: Take2 Consulting is seeking an Administrative Specialist to work at our hybrid office in Miami, FL. This role will support the United States Coast Guard (USCG) Civil Engineering Unit (CEU). EU Miami is crucial for maintaining Coast Guard facilities and managing significant communications infrastructure, working with other units like Sector Miami and MSST Miami
Role Overview:
Performs office admin, contract admin and facility operation activities.
Assists in all business, cost containment, and accounting activities.
Provides cost control advice to management.
Prepares correspondence and maintains filing and tracking system for easy retrieval.
Maintains calendar of management activity.
Assists in preparing management progress reports.
Review Real Property Leases, CAD drawings, Land Surveys, Deeds, Transfer of Sale documents of assets including, Buildings, Houses, Aids to Navigation (ATONs) and Easements.
Add new Ingrants into USCG Real Property system of record (SAM) using corresponding data from Lease agreement and all relevant acquisition documentation. Verify Lease start/end dates, renewal options, Lessor/Grantor info and monthly rental amounts are accurate in the system of record based on supporting documentation.
Review and update Ingrants in SAM to reflect current Real Property Specialist (RPS) assignment according to area of responsibility (AOR).
Run various ad-hoc reports for Ingrants in SAM in support of further analysis.
Organize CEU Miami's SharePoint & Teams Document Library for ease of use and access. Review checklist to gather materials needed for tracking and organizing, lease agreements, construction and planning documents, site photos, email correspondence and all acquisition documents.
Verify active Ingrants have accurate OPFAC and Lessor/Grantor info. Confirm leases are paid timely.
Identify areas for process improvement and coordinate with Deloitte team members to implement change.
Requirements:
2-5 years of experience
Attention to detail and ability to manage high-volume, deadline-driven tasks.
Extremely organized with effective communication skills.
Can pick up the CAD experience (experience with this would be a big plus)
Have to be willing to research and dig for their questions; sometimes this information is difficult to find
Internal audit background would be helpful
Good worker, attention to detail, can manage own work
Degree preferred, not required
$40k-61k yearly est. 5d ago
Client Specialist III
Amerantbank
Specialist job in Miami, FL
Job Description
The Client Specialist III position is responsible for assisting Relationship Managers, Portfolio Officers, and Managers with the overall administrative functions and responsibilities of developing and maintaining a portfolio of commercial loans and accounts, while enhancing the customer experience with servicing their needs within that portfolio (services, deposits, loans, etc.).
Duties and responsibilities include:
Work closely with Relationship Managers and Portfolio Officers and facilitate loan processing and other general service requests: a) Resolve customer inquiries and service requests with accounts and loans; b) prepares account maintenance forms; c) process loan payments/debit instructions; d) receives and forwards loan documents to support areas for processing pay-off, estoppel requests and satisfaction of mortgages; e) Collects fees for 3rd party services; f) Notifies customer of renewal status due and provides list of required financial information; and g) prepare reports and monitor overdrafts;
Assist Relationship Managers and Portfolio Officers in conducting the customer “onboarding” efforts, including any ongoing servicing items, such as: a) Ensure auto debit is set up; b) Ensure real estate tax and insurance escrow (if applicable) is properly set up; c) Engage Treasury Management Department to set up bank's treasury products (Online Banking, Remote Deposit Capture, etc.) for the customer. This includes general overall support when necessary with loan closings and interaction with the customer, if/when necessary;
Gather/review corresponding loan/credit documentation pre and post closing and to prepare all required forms, legal searches conducted via Internet access, update credit files and prepare all corresponding checklists, etc.;
Responsible for opening depository accounts and maintenance, which includes proper processing and collection of related forms and documents;
Perform common administrative tasks and handle both internal and external correspondences such as answering phone calls and emails within a timely manner. This includes preparing FedEx mailings, obtaining stamps or signature, tickets, and internal transfer requests. This may include scheduling and coordination of Relationship Manager, Portfolio Officers, and/or other Manager functions and tasks to assure smooth operational flow;
Upload and clear tracking exceptions such as site visit reports, annual reviews, financial reports, etc. to maintain asset quality;
Monitor and manage overdrafts and past-due reports, which may include calling the customers;
Confirm wire(s) with customers, pursuant to fraud alert notifications, where applicable;
Prepare minimum balance covenant certificates;
Prepare the BSA/compliance package for internal review. This includes organizing, collection, and review of all formation documents, including but not limited to operating agreements, partnership agreements, good standings, articles of incorporation/organization, certificate of formation, copies of trusts, pertaining to each and all entities included in the organization chart of the customer. This involves assisting Relationship Managers and Portfolio Officers with the investigation of BSA issues;
Organize detailed Organization Chart either provided or prepared along with preparing Adverse Media and Lexis Nexis;
Review post-closing loan documentation collection and verification to maintain adequate quality controls;
Process invoices from vendors and retrieve proper approvals to submit to accounts payable. Follow up with accounts payable to ensure that payment to vendors have been issued.
Minimum Education and/or Certifications Requirements:
Bachelor's Degree required or pursuing a Bachelor's degree
Formal credit training is a plus
Minimum Work Experience Requirements:
3+ years of experience as a Lending Administrative Assistant
Technical and/or Other Essential Knowledge:
Banking regulations, loan documentation including mortgages. Basic analyzing Financial Statement knowledge
Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint
$27k-50k yearly est. 23d ago
Private Client Experience Specialist - Miami, FL
Jpmorgan Chase & Co 4.8
Specialist job in Miami, FL
JobID: 210693182 JobSchedule: Full time JobShift: : Are you ready to join a team that is redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team that is dedicated to delivering unparalleled service.
As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team.
Job Responsibilities
* Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed.
* Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers.
* Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients.
* Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters.
* Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events.
* Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager
Required Qualifications, Capabilities, and Skills
* A minimum of two years of financial services experience.
* Demonstrated experience delivering exceptional client service to an affluent client base.
Preferred Qualifications, Capabilities, and Skills
* A bachelor's degree
* Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
$53k-85k yearly est. Auto-Apply 35d ago
Pharmacy Affairs Specialist, Pharmacy Business Affairs, FT, 8a-4:30p
Baptisthlth
Specialist job in Miami Lakes, FL
Pharmacy Affairs Specialist, Pharmacy Business Affairs, FT, 8a-4:30p-155841Baptist Health is the region's largest not-for-profit healthcare organization, with 12 hospitals, over 28,000 employees, 4,500 physicians and 200 outpatient centers, urgent care facilities and physician practices across Miami-Dade, Monroe, Broward and Palm Beach counties. With internationally renowned centers of excellence in cancer, cardiovascular care, orthopedics and sports medicine, and neurosciences, Baptist Health is supported by philanthropy and driven by its faith-based mission of medical excellence. For 25 years, we've been named one of Fortune's 100 Best Companies to Work For, and in the 2024-2025 U.S. News & World Report Best Hospital Rankings, Baptist Health was the most awarded healthcare system in South Florida, earning 45 high-performing honors.What truly sets us apart is our people. At Baptist Health, we create personal connections with our colleagues that go beyond the workplace, and we form meaningful relationships with patients and their families that extend beyond delivering care. Many of us have walked in our patients' shoes ourselves and that shared experience fuels out commitment to compassion and quality. Our culture is rooted in purpose, and every team member plays a part in making a positive impact - because when it comes to caring for people, we're all in. Description
Partners with the corporate pharmacy team to coordinate and execute pharmacy-related programs including pharmacy billing/auditing practices, the 340B Program, and the Pharmaceutical Waste Program. This position is responsible for coordinating with and supporting the teams directly responsible for the aforementioned areas and responding to the day to day operations impacting the overall team. The incumbent may act as a liaison between all associated individuals, departments, and external partners in identifying and resolving issues.
Estimated salary range for this position is $58494.88 - $76043.34 / year depending on experience.Qualifications Degrees:
Associates.
Additional Qualifications:
Associates of Arts in Healthcare Administration, Business Administration, or related field and 5 years of experience in pharmacy or healthcare administration (i.e. billing and coding). Familiarity with pharmaceuticals and billing terminology preferred. Highly self-motivated with the ability to learn new concepts and job requirements quickly.
Minimum Required Experience:
5 YearsJob CorporatePrimary Location Miami LakesOrganization CorporateSchedule Full-time Job Posting Jan 14, 2026, 12:00:00 AMUnposting Date OngoingEOE, including disability/vets
$58.5k-76k yearly Auto-Apply 5d ago
Senior Client Specialist
First Horizon 3.9
Specialist job in Doral, FL
The Client Specialist role supports the line of business by providing exceptional service and operational support to associates and clients. This role is responsible for managing client requests, facilitating account operations, and ensuring the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between clients, associates, and internal partners to deliver a seamless client experience and support growth initiatives. This role places emphasis on relationship management and serving needs for teams and their portfolio of clients.
Essential Duties and Responsibilities
Open new accounts and ensure complete, accurate documentation is obtained from clients
Collect and review entity due diligence, Know Your Customer (KYC), and beneficial ownership information to satisfy compliance requirements
Image and index all deposit and client documentation to ensure proper recordkeeping
Perform account maintenance, including adding/removing signers and updating client records
Respond to client inquiries regarding bank products, services, account details, and policies, conduct account research, file and process fraud claims
Proactively identify cross-selling opportunities, recommending additional bank products and services that align with clients' operational needs
Demonstrate comprehensive knowledge of banking systems, internal processes, tools and resources available to associates, and controls designed to protect the bank and our clients
Research and resolve exceptions in required documentation; loan, collateral and deposit exceptions, assist with past dues
Provide loan support to relationship teams, collection of payments and fees, processing advances on lines of credit
Demonstrate knowledge of the loan documentation process, including the ability to identify and differentiate internal loan documents, as well as an understanding of attorney-prepared documentation
Collaborate with Loan Operations, Treasury Management and Deposit Operations to ensure ongoing, satisfactory monitoring of lending, depository and Treasury Management services for clients
Perform other duties and responsibilities as assigned
Supervisory Responsibilities
No supervisory responsibilities
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
High school diploma or GED and 5+ years of experience or equivalent combination of education and experience
Microsoft Office suite
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
$29k-33k yearly est. 11d ago
Pharmacy Affairs Specialist, Pharmacy Business Affairs, FT, 8a-4:30p
Baptist Health South Florida 4.5
Specialist job in Miami Lakes, FL
Partners with the corporate pharmacy team to coordinate and execute pharmacy-related programs including pharmacy billing/auditing practices, the 340B Program, and the Pharmaceutical Waste Program. This position is responsible for coordinating with and supporting the teams directly responsible for the aforementioned areas and responding to the day to day operations impacting the overall team. The incumbent may act as a liaison between all associated individuals, departments, and external partners in identifying and resolving issues. Estimated salary range for this position is $58494.88 - $76043.34 / year depending on experience. Degrees:
* Associates.
Additional Qualifications:
* Associates of Arts in Healthcare Administration, Business Administration, or related field and 5 years of experience in pharmacy or healthcare administration (i.
* e.
* billing and coding).
* Familiarity with pharmaceuticals and billing terminology preferred.
* Highly self-motivated with the ability to learn new concepts and job requirements quickly.
Minimum Required Experience: 5 Years
$58.5k-76k yearly 4d ago
Private Client Experience Specialist - Miami, FL
Jpmorganchase 4.8
Specialist job in Miami, FL
Are you ready to join a team that is redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team that is dedicated to delivering unparalleled service.
As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team.
Job Responsibilities
Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed.
Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers.
Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients.
Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters.
Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events.
Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager
Required Qualifications, Capabilities, and Skills
A minimum of two years of financial services experience.
Demonstrated experience delivering exceptional client service to an affluent client base.
Preferred Qualifications, Capabilities, and Skills
A bachelor's degree
Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process
.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
$53k-85k yearly est. Auto-Apply 35d ago
Private Client Specialist
First Horizon 3.9
Specialist job in Miami Beach, FL
Provide assistance to the Private Banking Relationship Managers.
Responsibilities:
Review and Fund Loans
Assist with maintaining Relationship Managers portfolios - clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues
Be able to identify clients' operational needs and bank products/services to meet these needs and establish proficiency.
Provide assistance to the bank's clients in all areas of the clients' relationship with the bank, including loans, deposits, and other bank services
Authorize payment and fees of private wealth client overdrafts
Approve and process private wealth clients' withdrawals on lines of credit
Assist in ordering appraisals, flood determinations, UCC's and familiar with OFAC
Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision
Train on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documents
Work closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients with supervision
Work closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clients
Open new accounts and ensure all required documentation is obtained from the client
Process wire requests for clients.
Assist other AAs and other departments with administrative support when needed
Performs all other duties as assigned
Requirements:
High school diploma or GED and 5-7 years of experience or equivalent combination of education and experience
Working knowledge of MS Office Suite
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
$29k-33k yearly est. 11d ago
Private Client Experience Specialist - Miami, FL
Jpmorgan Chase 4.8
Specialist job in Miami, FL
Are you ready to join a team that is redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team that is dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team.
**Job Responsibilities**
+ Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed.
+ Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers.
+ Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients.
+ Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters.
+ Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events.
+ Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager
**Required Qualifications, Capabilities, and Skills**
+ A minimum of two years of financial services experience.
+ Demonstrated experience delivering exceptional client service to an affluent client base.
**Preferred Qualifications, Capabilities, and Skills**
+ A bachelor's degree
+ Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
**This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process** .
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$53k-85k yearly est. 33d ago
Private Client Specialist
First Horizon Corp 3.9
Specialist job in Miami Beach, FL
Location: On site at location listed in job posting. Summary Provide assistance to the Private Banking Relationship Managers. Responsibilities: *
Review and Fund Loans * Assist with maintaining Relationship Managers portfolios - clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues * Be able to identify clients' operational needs and bank products/services to meet these needs and establish proficiency. * Provide assistance to the bank's clients in all areas of the clients' relationship with the bank, including loans, deposits, and other bank services * Authorize payment and fees of private wealth client overdrafts * Approve and process private wealth clients' withdrawals on lines of credit * Assist in ordering appraisals, flood determinations, UCC's and familiar with OFAC * Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision * Train on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documents * Work closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients with supervision * Work closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clients * Open new accounts and ensure all required documentation is obtained from the client * Process wire requests for clients. * Assist other AAs and other departments with administrative support when needed * Performs all other duties as assigned Requirements: * High school diploma or GED and 5-7 years of experience or equivalent combination of education and experience * Working knowledge of MS Office Suite About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
How much does a specialist earn in The Hammocks, FL?
The average specialist in The Hammocks, FL earns between $24,000 and $80,000 annually. This compares to the national average specialist range of $32,000 to $104,000.
Average specialist salary in The Hammocks, FL
$44,000
What are the biggest employers of Specialists in The Hammocks, FL?
The biggest employers of Specialists in The Hammocks, FL are: