Jobs

Be responsible for developing a commercial customer portfolio and managing customer relationships of this portfolio. This created portfolio should have a heavy emphasis on deposits as well as loans.
Visit with clients and prospective clients regularly, interview and analyze the financial structure of customers and prospects and recommend products or applicable services.
Prepare loan reports for revision and approval of immediate supervisors and all written reports on calls made to existing and prospective accounts.
Analyze financial statements, revise collateral, documents and processes commercial loan application and make recommendations regarding credit request, refers to your immediate supervisor.
Follow up on assigned commercial accounts that are overdraft and refer them to his supervisor for final approval.
Review and analyze commercial loan reports, direct liability, non-performing, new loans and payment.
Build effective relationships and trust with clients and potential clients by listening to and uncovering their needs and educating them about the bank products and services that are most appropriate for their situation.
To be considered, you will need:

High School Diploma or equivalent required; Bachelor’s Degree in Business or related field preferred.
Minimum of 7 years of experience in commercial credit with an established portfolio of Commercial customers.
Effective sales ability and persuasiveness.
Job Type: Full-time

Salary: $120,000.00 – $150,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Tuition reimbursement
Vision insurance
Schedule:

8 hour shift
Monday to Friday
Job Type: Full-time

Salary: $120,000.00 – $140,000.00 per hour

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance
Physical setting:

Office
Schedule:

8 hour shift
Monday to Friday
Work Location: In person

Job description
Prepare well-organized, thorough, and concise written credit memorandums on all new loans, renewals, extensions, and modifications relative to financial strengths and weaknesses of borrowers, risk assessments, strength of guarantors, industry analysis, and collateral and loan structures with opinions as to creditworthiness.

Spread financial statements through the use of computerized financial software program and analyze reports produced by the system for preparation of written reviews. • Work with Account Officers to gather information on the companies being analyzed and better assess the risks associated with the credit. Also work with Relationship Managers to resolve issues that arise during the underwriting process.
Review and document the third-party reports such as real estate appraisals, environmental assessments, property condition reports, etc.
Analyze loans relative to the loan structure, financial strength, cash flow (historical and projected), guarantors, and overall strengths and weaknesses of the deal. For R/E related loans, analyze rent rolls and leases, collateral, market/neighborhood, among others. • Provide opinions as to the creditworthiness of the Borrower and assess the Borrower’s appropriate risk rating based on the bank’s criteria.
Participate in weekly Credit Pipeline meeting to provide status on assigned deals.
Assist in portfolio management activities such as completing Annual Financial Updates and Loan Management Reports on existing borrowers.
Monitor the loan compliance on existing customer accounts
Perform other underwriting related activities as directed by the Credit Supervisor including screening new deals, among others To be considered, you will need:
Thorough knowledge of accounting and legal principles underlying the bank’s documents. • Bachelor’s Degree in Accounting or Finance combined with a minimum 5-year related experience. Underwriting C&I and Middle Market experience required, including Asset Based Lending, financing of Business acquisitions, etc.
Computer literate: fluency in Microsoft Office programs, Excel analysis required.
Good verbal and interpersonal skills. • Effective report writing and other written communication skills. • Detailed-oriented and organized. • Ability to solve problems, make decisions, juggle underwriting of multiple deals, prioritize tasks, and meet required deadlines.
Ability to highlight loan risks or any problems or questions during the deal underwriting phase and prior to finalizing the analysis.
Clear verbal communication with internal customers and third-party participants (as needed).
Ability to establish and maintain effective work relationships both internally and externally.
Job Type: Full-time

Salary: $80,000.00 – $90,000.00 per year

Benefits:

Dental insurance
Health insurance
Life insurance
Paid time off
Referral program
Tuition reimbursement
Vision insurance
Schedule:

8 hour shift
Monday to Friday
Supplemental pay types:

Bonus pay
Ability to commute/relocate:

Miami, FL: Reliably commute or planning to relocate before starting work (Required)
Work Location: On location

Job Type: Full-time

Please call for job specs (305) 371-6187 ex. 203 or email employment@brickellpersonnel.com

Please call for additional information. (305) 371-6187 ex. 203

Full time Brickell Avenue – Investment industry
RESPONSIBILITIES AND DUTIES
• Ensure timely responses to all correspondence and inquiries sent to the Team mailbox
• Work closely with multiple custodians to complete various functions such as processing of check requests, wire transfers, address updates, direct debits/deposits, maintain existing accounts
• Assist Senior Associates as needed with the processing account opening documentation and follows up to ensure timeliness of account setup.
• Administrative duties such as handling main telephone line, filing, and processing forms, mailing documents/letters.
• Ensures legal, regulatory, and operational control requirements are maintained and followed across their assigned diverse complex client base on an ongoing basis.
• Meets various performance and productivity objectives using the firm’s CRM platform
• Assist the Senior Leadership Team with marketing activities such as-posting weekly interviews and media, updating, and maintaining marketing materials and formatting quarterly newsletter
• Participates in various group projects and continuous improvement activities
QUALIFICATIONS & SKILLS:
• Bilingual (Spanish)
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• Associate or bachelor’s degree preferred
• Minimum 2 years of prior experience with banking/brokerage/custodial services