Salesforce Jobs in Hialeah

17 positions found

Business Planning & Analytics Manager - Bilingual
Salary not disclosed
Doral, FL 2 days ago

Summary:

The Business Planning & Analytics Manager supports the VP and regional leadership in driving business performance across the Caribbean markets. This role serves as the strategic liaison between country General Managers, commercial teams, finance, and supply chain to improve forecasting accuracy, pipeline visibility, and decision-making through data-driven insights.

Business analytics uses data modeling and predictive insights to guide planning and decision-making.

Responsibilities:

Business Planning & Forecasting

  • Lead monthly and quarterly demand forecasting and sales planning.
  • Improve forecast accuracy through pipeline and historical trend analysis.
  • Build financial and volume projections for regional planning.
  • Support annual budgeting and long-range strategic planning.
  • Develop financial models and support growth execution.

Pipeline & Performance Management

  • Manage pipeline review cadence with GMs and commercial teams.
  • Identify risks and opportunities across markets.
  • Track KPIs: revenue, margin, backlog, inventory, sell-through.
  • Develop KPI strategies and translate data into insights.

Regional Business Liaison

  • Act as primary liaison between VP, country GMs, finance, and supply chain.
  • Align regional priorities with corporate strategy.
  • Support pricing strategy, promotions, and channel performance.
  • Facilitate business reviews and executive presentations.
  • Bridge data insights and strategic decisions.

Data & Analytics Leadership

  • Develop dashboards and reporting tools (Power BI, Tableau, Excel).
  • Build predictive models to support demand planning and inventory optimization.
  • Automate reporting and improve data quality.
  • Manage and ensure accuracy and delivery of performance insights.

Strategic Insights & Decision Support

  • Provide actionable insights to improve market performance.
  • Conduct market trend and competitive analysis.
  • Support product mix optimization and profitability analysis.
  • Support forecasting, planning, and strategic decisions.
  • Conduct feasibility studies

Education, Qualifications & Experience:

  • Bachelor’s in Business Analytics, Business Administration, Finance, Economics, or Engineering
  • Master’s degree (MBA or Data Analytics) preferred

Experience:

  • 3–5+ years in business analytics, planning, FP&A, or commercial strategy
  • Experience supporting multi-country or LATAM markets
  • Experience in manufacturing, HVAC, distribution, or industrial sectors preferred

Technical Skills

  • Advanced Excel & financial modeling
  • Power BI / Tableau / SQL
  • CRM/ERP pipeline analysis (Salesforce & SAP preferred)
  • Forecasting & demand planning
  • AI-driven analytics & predictive modeling (preferred)


Leadership & Soft Skills

  • Strong business acumen and strategic thinking
  • Executive-level communication
  • Ability to influence without authority
  • Cross-cultural collaboration

Success Metrics (KPIs)

  • Forecast accuracy improvement
  • Inventory optimization & reduction
  • Pipeline visibility & conversion rate
  • Regional revenue & margin performance
Not Specified
Help Desk Specialist
Salary not disclosed
Miami 3 days ago
A financial firm is looking for a Help Desk Specialist to join their team in Miami, FL.

Pay: $40-45/hr Must be bilingual in Spanish/English This role is onsite 5 days/week This role is supporting a team of 60 people Responsibilities: Provide Tier 1 & 2 Technical Support Respond to IT support requests via email, phone, or ticketing system Diagnose and resolve hardware, software, and network issues Escalate complex problems to higher-tier IT support when necessary Manage IT Assets & Systems Install, configure, and update software and hardware Maintain user accounts, access control, and permissions (Active Directory, Google Workspace, etc.) Ensure proper documentation of technical issues and resolutions Support Cloud & SaaS Applications Assist users with Office 365, Google Workspace, and other productivity tools Troubleshoot VPN, remote desktop, and cloud-based applications Security & Compliance Educate users on best practices for IT security Support data backup and recovery processes Monitor and report potential security threats Qualifications: Required Bachelor's degree in IT, Computer Science, or related field (or equivalent experience) Language: English & Spanish Experience with Windows, macOS, and Linux troubleshooting Knowledge of networking (DNS, DHCP, VPN, TCP/IP) Knowledge of the platforms (AZURE, INTUNE, IVANTI) Familiarity with ticketing systems (Jira, ServiceNow, Zendesk) Basic scripting (PowerShell, Bash) is a plus Strong problem-solving and multitasking abilities Excellent communication skills for non-technical user Ability to work in a fast-paced environment Preferred IT certifications (CompTIA A+, ITIL, Microsoft Certified: Modern Desktop Administrator) Experience with enterprise security tools (firewall, antivirus, endpoint protection) Previous experience in a customer-facing IT support role Tools IAM Application JIRA (Control of users with special profiles) Ivanti MdM Azure by Microsoft Intune MdM NetX 360 Aravo TPRM Salesforce
Not Specified
Account Manager Entry Level
Salary not disclosed
Miami, FL 5 days ago

At QMG, our mission is to build long-lasting relationships with our clients and collaborate with them to help increase their profitability all while providing an amazing culture for our employees.

The QMG team comes from all over the globe. We hold various degrees, past experiences, and upbringings. Despite these differences, we are a close-knit team and united by similar goals.


Currently, we're looking for a full-time Account Manager. This person will get hands on training within our daily sales and business operations, additionally, they will meet and engage with our customers in person.


Additional Account Manager Responsibilities:

  • Conduct in-person presentations in a friendly, professional manner
  • Manage your Salesforce portfolio
  • Work with the team on sales goals and business development needs


Qualifications:

  • BS Degree is preferred
  • 1-5 years experience working in a customer-serving role (restaurant, retail, hospitality, sales, etc)
  • Good communication and interpersonal skills
  • Confidence
  • Leadership
  • Teamwork
  • Systematic
  • Friendly
  • Professional


Some of the Benefits:

  • Weekly pay
  • Learning and development
  • Great team environment
  • Paid Training
  • Growth Opportunities

If you’re looking for a place where you can learn, grow and thrive in an employee-focused environment, apply today!

Job Type: Full-time


Pay: $60,000 - $90,000 annually


Benefits:

  • Paid training

Schedule:

  • Monday to Friday

Work Location: In person


Not Specified
Account Manager
Salary not disclosed
Miami, FL 5 days ago

Account Manager

Miami, FL

This position will be Hybrid in the office/market 3 days per week.


Job Overview

As an Account Manager, you will work with market leaders and trailblazers who know and trust us to deliver news and information that impacts their business. You will have a seat at the table with the business community's most influential professionals.


Our Client is looking for select individuals who are driven to succeed and value high expectations. Qualified candidates thrive in a dynamic, challenging and hard-charging environment. They are confident self-starters with a results-focused orientation and a proven track record of exceeding expectations. With a strong desire to represent the best of the communities that our Client serves, they enthusiastically invite diversity of race, thought and experience.


Job Responsibilities

As an Account Manager, you will create and maximize revenue generation. You will foster and grow relationships with high-target prospects and valued clients while working in collaboration with your local and corporate-based teams.

  • Continually prospect and generate high-quality targets using our sales process
  • Meet key performance metrics and goals on a weekly/monthly and annual basis
  • Actively diversifying client base by offering strategic solutions with a viable revenue mix
  • Develop and present customized advertising solutions
  • Effectively manage sales pipeline and revenue gaps using Salesforce
  • Constant development of market intelligence and general business acumen
  • Cultivate relationships within the business community through consistent networking and attendance at all sponsored events
  • Exhibit a coachable mindset and take an active role in training and development

Skills & Experience

  • Two years of sales experience preferred; recent graduates considered
  • Media experience preferred but not required
  • A strong orientation to strategic thinking, communicating, influencing and building relationships at all levels
  • Ability to simultaneously manage short and long-term opportunities
  • Strong organizational, analytical and written/oral communication skills
  • The ability to work independently in a constantly changing environment
  • A team player who thrives in collaborative environments and partners across all departments and levels
  • College degree or comparable work experience
  • Proficiency with all Microsoft Office products (Microsoft Excel, Outlook, OneDrive, Word, PowerPoint, SharePoint, Teams)


Additional Job Information

Total compensation includes Base ($50,000) + Uncapped commission. Our Client offers guaranteed commission at a minimum the first 3 months w/competitive benefits.


Our Client offers a variety of rich and competitive benefits including bundled health, dental and vision plans designed to meet our employees' needs. They also provide programs to support mental health and wellness and a generous time-off policy in support of taking the time needed to recharge.

Here are just a few of their programs:

* Paid Parental Leave

* 401K Plan with Employer Match

* Flexible Spending Accounts

* Employee Assistance Program

* Multiple Employee Dependent Scholarship Programs

* Commuter Flexible Spending

* Lifestyle Programs (Including incentives for healthy habits)

* Medical Infertility Services

* Corporate discount programs

* Employee Recognition/Service Awards

* And so much more!

(Benefits coverage indicated above may be based on employee participation in benefit programs and eligibility)


Compliance Statement

This Company is an Equal Opportunity Employer. The Company considers applicants for all positions without regard to race, color, religion, national origin, gender, age, marital status, disability, veteran status, sexual orientation, genetic information or any other characteristic protected by applicable city, state or federal law.

Not Specified
Account Executive
🏢 Primis
Salary not disclosed
Miami, FL 1 week ago

About Us

Primis is partnering with a fast-growing, venture-backed fintech startup that is building the fastest, simplest way for guests to pay inside hospitality venues. With a quick scan of a QR code, diners can pay, tip, and leave in seconds. The team believes great products should feel obvious, not complicated, and they focus relentlessly on simplicity, trust, and an exceptional guest experience at every interaction.


Today, the company’s platform powers payments in thousands of restaurants across major markets in the US, UK, and Europe—helping operators turn tables faster, increase tip volume, and unlock valuable operational insights. They push themselves to go beyond what’s expected, building with ownership, moving quickly, and scaling ambitiously as they tackle their largest growth opportunity in the US.


About the Role

This isn’t your typical sales role, you'll be joining our Miami team to accelerate our growth in a key U.S. market. We’re looking for a bold, strategic, and entrepreneurial Account Executive who’s ready to make an outsized impact.


Whether you're coming from a top consulting firm and ready to get your hands dirty in the startup world, or a high-growth sales environment where you've built something from zero to one, you’ll thrive here if you’re hungry to own a market, build deep partnerships, and drive real innovation.

You’ll be responsible for dramatically growing the Miami portfolio by building upon our existing foundation, working directly with top-tier restaurants, refining and executing our local go-to-market playbook, and shaping the way diners and operators experience payments.


Key Responsibilities

  • Lead Market Expansion: Own Miami from day one, identify, pitch, and close the best restaurants in town.
  • Build Relationships: Leverage your network and hustle to connect with decision-makers and industry tastemakers.
  • Drive Strategic Sales: Navigate complex sales cycles, negotiate win-win deals, and help restaurants see the full value of the company.
  • Shape Our Future: Collaborate cross-functionally to improve our product and processes based on real customer feedback.
  • Think Like a Founder: You’re not just selling, you’re building a business.


About You

  • 3-5 years in sales, business development, or strategic consulting (consulting alumni welcome!)
  • Entrepreneurial spirit with the drive to lead a market launch from zero
  • Deep knowledge or passion for the restaurant industry
  • Natural communicator and storyteller who builds trust quickly
  • Confident, organized, and execution-focused—you thrive with autonomy
  • Experience selling to SMBs or enterprise hospitality clients is a plus
  • Familiarity with tools like Salesforce, Microsoft Suite, and Slack


Compensation, Perks & Benefits

  • $120,000 to 200,000 OTE
  • Location: Miami, Florida (in-field with restaurant partners)
  • Stock options from day one
  • Company performance bonus
  • Unlimited PTO + 100% health coverage (you & your kids)
  • International growth opportunities
  • Freedom, trust, and ownership from day one
  • 401K


ADVERT DISCLAIMER

Research indicates that men will apply to a role when they only meet 50-60% of the descriptions, however, when looking at women and other minority groups, they can look for up to a 99% match in order to apply to a role. If you feel you are a fit for our role, please still apply, don’t worry if you don’t tick every single box. We’d still love to hear from you. We encourage underrepresented talent to apply to all our roles & support accessibility needs

Not Specified
Senior Director of Events
🏢 Cohera
Salary not disclosed
Miami, FL 1 week ago

Cohera was born from the merger of 360 Destination Group and CSI DMC and brings together decades of destination management experience under one name. As a company that values innovation, creativity, and excellence, we pride ourselves on utilizing a unique and customized approach to deliver unforgettable events that leave our clients speechless.


We now find ourselves seeking a hospitality-oriented individual with a passion for design and events to be the next Senior Director of Events for our South Florida Office! As a member of our rockstar team, you’ll bring to life a variety of corporate events ranging from carnival-themed seminars to Latin nightclub receptions all while collaborating with professionals who are equally as passionate about creating memorable experiences as you!


This is what WE offer YOU...

  • A competitive salary based on experience.
  • Incentive eligibility based on program size and profitability.
  • Health insurance coverage including medical, vision, and dental.
  • Discretionary PTO for vacation and personal time, paid holidays, and paid sick leave accrued based on hours worked.
  • 401(k) with employer match.
  • Company-paid short term and long term disability insurance coverage.
  • Company-paid $50,000 basic life insurance.
  • Voluntary life insurance.
  • Paid DMCP and/or CMP certification.
  • Paid industry memberships.


As a Senior Director of Strategic Accounts, you will...

  • Provide day-to-day leadership to the Event Management team, aligning departmental efforts with company revenue and operational and profit goals.
  • Collaborate with DOS and DDD to provide structure, motivation, and mentorship to the team to drive performance and operational objectives.
  • Work with General Manager and local destination SDOS/DOS to review and report on all sales and partner related metrics, own and manage budgets for associated goals, and predict, manage and maintain teams and meetings keeping in mind short and long-range planning opportunities.
  • Partner with the Senior Director/Director of Sales and Director of Design & Development in destination to ensure cohesive communication and resource sharing across departments.
  • Partner with the Program Financial Manager to ensure final client billing is completed within seven business days, P&Ls are closed accurately and on time, and program profitability is achieved.
  • Oversees Event Management department, providing daily leadership, mentoring, and development to their team while aligning operations with company strategy, fostering a high-performance culture, and collaborating with peers to achieve financial and operational goals.
  • Lead performance reviews and guide personnel decisions for the operations team in partnership with General Manager, EVP EventManagement, and Human Resources.
  • Address team performance or behavioral concerns promptly through immediate verbal feedback and the development of corrective action plans.
  • Lead the Event Management portion of the weekly destination call/meeting and weekly destination Event Management team meetings, delivering updates, training, and financial performance expectations.
  • Lead debrief sessions on completed programs, capturing lessons learned and vendor feedback.
  • Attend or call into other destination meetings as needed.
  • For regional responsibilities, travel to additional teams at least once per quarter for site inspections, program execution, or training.
  • Assist with training and developing all members of the Event Management team.
  • Work with other destination Director of Events & Strategic Training to deliver hands-on training to both new hires and existing team members within the operations department.
  • Support Event Managers in identifying creative upselling opportunities and resolving client concerns.
  • Meet regularly with the General Manager to review program opportunities, individual performance, and departmental goals.
  • Attend approved trainings where applicable.
  • Plan and execute one annual training day for destination Event Staff and/or one holiday event.
  • Adhere to and enforce all company operational processes, ensuring compliance with the latest standards and requirements.
  • Collaborate with local and regional leadership to align with company strategy, support growth initiatives, and drive operational efficiency.
  • Serve as the primary point of contact for clients throughout the planning process and maintain an open line of communication with client during program dates and when client is in destination.
  • Conduct assigned program operational site inspections, planning visits and walkthroughs.
  • Be onsite during program duration; be flexible and maintain an open line of communication with client during program dates and when client is in destination.
  • Ensure programs meet profitability targets by tracking costs, managing the P&L, and maintaining or growing profit margin from initial contract.
  • Overseeing billing in collaboration with the Program Financial Manager.
  • Collaborate with Sales, Strategic Accounts (if applicable), Design, Design Studio, and Vendors in successful and cohesive program delivery.
  • Assist with multi-destination support as needed, including travel to other offices or destinations for program execution or team support.
  • Participate in site inspections and program walkthroughs to ensure operational readiness and client satisfaction.


You'll stand out from the crowd if you...

  • Work as a productive team member, take initiative, act creatively, operate flexibly, and do everything with honesty, integrity, and with a focus on client satisfaction.
  • Work well in a fast-paced team environment, work overtime when required, and deliver quality service to our clients.
  • Act in a self-starting way, make good independent decisions, and take steps to complete work within time parameters.
  • Generate new and innovative ways to improve our company's products and services.
  • Recognize essential elements of a challenge and develop creative solutions.
  • Are detail-oriented with vendor contracts, invoices, and agreement clauses.
  • Respond quickly to changing circumstances and anticipate new developments where possible.
  • Act in a forthright way.
  • Give and accept feedback constructively.
  • Recognize and consider the client’s expectations and needs and have a “do what it takes” mentality.


We are seeking someone with...

  • Twelve or more years of progressive event management experience in a DMC, agency, or hospitality environment.
  • Eight or more years of event management experience preferably in the DMC industry.
  • Three or more years of direct people management experience in hospitality.
  • Proven track record managing multi-million-dollar, multi-day events and client portfolios.
  • Deep understanding of the DMC industry, large-scale event operations, and client lifecycle.
  • Expert-level knowledge of budgeting, forecasting, and profitability analysis.
  • Exceptional leadership, coaching, and team development skills.
  • Advanced understanding of contract negotiation and vendor management.
  • Exceptional communication and interpersonal skills.
  • Strategic thinker with the ability to translate vision into actionable plans.
  • Strong executive-level communication and presentation abilities.
  • High proficiency in multitasking, decision-making, and navigating ambiguity.
  • Skilled in relationship-building with clients, vendors, and internal stakeholders.
  • Solutions-oriented with the ability to work independently and as part of a team.
  • Ability to travel to other Cohera office locations by vehicle or airplane.
  • Advanced proficiency in Microsoft Office Suite; adaptable to CRM and other software (e.g., Salesforce, Dayforce).
  • Computer, phone, copiers, smart phones, tablets and other standard office equipment.


Job Conditions:

The specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and ability to adjust focus. The noise level in the work environment is usually low. The physical demands described below are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the associate is:

  • Frequently required to perform administrative and professional work using writing tools and electronic media.
  • Required to be ambulatory to move around freely between buildings and between levels within buildings.
  • Occasionally lift and/or move up to 30 pounds.
  • Occasionally exposed to fumes or airborne particles and toxic or caustic chemicals associated with office work.


Disclaimer:

This job has recurring work situations involving moderate degrees of discretion. The need for accuracy and effective utilization of accepted policies and procedures is high. Errors in judgment and execution will waste time and resources, adversely impacting unit performance. Employees operate independently but work is verified by supervision. The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.


Acknowledgements:

Cohera is an Equal Opportunity-Affirmative Action Employer / Disability / Veteran. Candidates who receive an offer of employment will be legally employed by 360 DG New York LLC dba 360 Destination Group until the organization transitions to Cohera LLC on April 1, 2026. Until that date, all employment-related documents including offer letters, agreements, and payroll records will reference 360 DG OCLA LLC dba 360 Destination Group. Upon transition, employment will transfer to Cohera LLC with no interruption to service, tenure, or benefits.

Not Specified
Underwriter - Commercial Credit C&I
Salary not disclosed
Miramar 1 week ago
Responsible for providing a sound, independent and objective assessment and recommendation on risk factors associated with small business, midsize, large, complex structures and transactions related to Commercial and Industrial (C&I) transactions.

This position will also oversee credit risk management and maintenance of credit quality for the respective assigned portfolio by monitoring relationship trends, clearing of exceptions, properly assessing and evaluating credit risk and other key factors, and providing recommendations and credit solutions which are appropriate to the relationship risk profile.

Responsibilities: Provide transactional support with the creation of credit memos while maintaining clear understanding of the Bank’s credit programs and policy and its adherence.

Reports to supervisor all deviation from credit programs and policy.

Conduct analysis/underwriting functions, as needed.

Provide support on new business activities by screening preliminary data and follow up in obtaining required documentation and conformity to credit underwriting policy of the bank.

Prepare documentation, memos, and/or presentation as needed.

Perform the annual review of existing credit relationships; Identify necessary risk rating changes, errors or inconsistencies and recommend modifications to risk rating as deemed appropriate.

This includes calculating and verifying covenant testing requirements and monitoring loan policy exceptions, as needed.

Support the accurate review and evaluation of the financial condition and operating performance of C&I Borrowers for new and existing loan exposures, increases, and modifications of terms/conditions.

Support the large & complex financial analysis with a high degree of accuracy in terms of figures and credit risk assessment.

Responsibility will also include the proper identification of loan policy exceptions and identification of industry/loan structure specific risks/issues with appropriate mitigating factors.

Ability to identify, evaluate, monitor and make any recommendation deemed necessary to the supervisor to assess, reduce, eliminate or control any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, laws, rules, regulations, prescribed practices, internal policies and procedures or ethical standards.

Assist in the review and measurement of Bank Borrower’s conformance with legal covenants, tracking of same and the identification of compliance or non-compliance This may include assisting Credit Portfolio Managers and Relationship Managers in collaborating with other bank units such as Credit Administration, Loan Operations, Credit Services, Closing areas, and Credit Risk.

Assist in the training process of new underwriters.

Specifically, assist the trainees in the following: adopting the operating procedures of the department, mastering the various formats used and the credit criteria applied to the various forms of analysis.

Complete or review and provide feedback on spread financial statements, comprehensive analysis, and credit approval packages according to Bank credit programs and policy.

Work within the software systems for loan originations, modifications, annual reviews, and other presentations to senior management.

Responsible for the administration and monitoring maturities, delinquencies, including criticized assets reports on a regular basis as well as assisting in the identifying any “red flags” or problems within the portfolio.

Reports to supervisor all portfolio issues and irregularities found in these reports.

Conduct project site visits/inspections and report findings.

Provide assistance in other areas within the department, as required, covering during vacation or absenteeism.

Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.

Assist management with ongoing projects.

Any other duties as assigned by the Chief Credit Officer or supervisor.

Minimum Education and/or Certifications Requirements: Bachelor’s degree in business, accounting or finance required.

Master’s degree preferred OR 5+ years of credit underwriting/credit analysis experience in lieu of education.

Formal credit training preferred.

Minimum Work Experience Requirements: 10+ years of professional experience credit underwriting/credit analysis.

Knowledgeable of banking products and documentation.

Technical and/or Other Essential Knowledge: Thorough understanding of the Bank’s credit procedures, programs and policy.

Accounting and credit principles.

Proficiency in Microsoft Suite is required; experience in SQL is a plus.

Salesforce, nCino, FIS IBS experience is a plus.

Sound time management and organizational skills required.

Well organized and systematic.

Must possess strong communication skills.

This position is hybrid/remote work eligible.
Not Specified
Inside Sales Representative
Salary not disclosed
Miami, FL 1 week ago

Inside Sales Representative (CALL CENTER ENVIROMENT) Onsite

Location: Miami, FL (On-site – Doral area)

Schedule: Monday–Friday | Contract to hire | No weekends

Pay: $21/HR+ Commission ($1,000–$4,500/month potential) 40 Hours a week


About the Role

We are a fast-growing financial services company expanding our sales team in Miami. If you're driven, persuasive, and ready to build a rewarding career in business lending, we want to hear from you!

This is a high-volume outbound sales role where you’ll engage warm and cold leads, working with small business owners to help them secure funding solutions that support their growth.

What You'll Do

  • Make 80+ outbound calls per day using a dialer (calls to warm/cold B2B leads)
  • Speak with merchants who have worked with us before or recently showed interest through our website
  • Present financial programs and guide prospects through the sales process
  • Handle objections, close deals, and build long-term client relationships
  • Track activity in Salesforce CRM

Why Join Us?

  • Base salary + uncapped commissions (most reps earn $1K–$3K/month, top reps exceed $4,500/month)
  • Full benefits when converted to full time : Medical, Dental, Vision, PTO, 401(k) match, Paid Holidays
  • No weekends, no late nights – Monday to Friday schedule
  • Training provided – no industry experience required
  • Work in a supportive, team-oriented environment with daily coaching and growth paths
  • Conveniently located around (Miami/Doral)

What We’re Looking For

  • 2+ years of inside sales, call center, or closing experience preferred
  • Comfortable in a high-call-volume, commission-driven setting
  • Strong communicator with goal-oriented mindset
  • Self-starter who thrives in fast-paced environments
  • Familiarity with Salesforce or similar CRM is a plus
Not Specified
Territory Sales Representative - Capital Equipment, Wood Industry
🏢 Biesse
Salary not disclosed
Miami, FL 1 week ago

About the Company


The Future of Wood Processing is Here…Biesse America is driving the future of woodworking technology with a renewed focus on innovation, service excellence, and customer partnerships. As a global leader in machinery and automation for wood processing, our advanced solutions empower manufacturers of all sizes to meet the demands of modern production with precision, efficiency, and reliability. As we continue to strengthen our presence within the Southeast, we’re looking for experienced Sales Professionals to join our growing Wood Division. If you’re passionate about delivering top-tier solutions and thrive in a collaborative environment that includes expert applications engineers, marketing, and service teams, we’d love to connect and share more about this opportunity.


Responsibilities


  • Leverage in-depth wood processing and machining knowledge to present and sell company’s capital equipment and services to current and potential customers
  • Generate and follow new leads and referrals resulting from field visits, trade shows, etc.
  • Establish and maintain current customer and potential customer relationships
  • Responsible to manage and support existing distribution network
  • Collaborate with the marketing department to establish activities within territory such as dealer open houses, customer open houses, tech tours, and product promotions
  • Active utilization of CRM/Sales Intelligence to improve Area Sales Growth and efficiency in alignment with corporate commercial strategy
  • Participation in both regional and national trade shows and training seminars
  • Extensive travel within territory (75%)
  • Other duties as assigned



Qualifications


  • 3+ years of experience in the wood processing and manufacturing industry, preferably with CNC machines.
  • Parallel industry experience, such as tooling, technology applications, and software optimization for manufacturing will also be considered.
  • Knowledge and understanding of wood processing and applications
  • Experience using Customer Relationship Management tools, preferably SalesForce
  • Ability to build trust and develop relationships with people from small business owners to leadership of large companies
  • Ability to troubleshoot and solve problems with customers, management, and colleagues
  • Ability to travel both domestic and international (75%)


Benefits


  • Car Allowance
  • 401K with Company Match
  • Medical, Dental & Vision Insurance
  • Disability Insurance
  • Life Insurance
  • Paid Time Off + Paid Holidays
  • Flexible Schedule


Schedule:

  • Monday to Friday
  • Weekends as needed


Job Type: Full-time

Not Specified
Outside Sales Representative
🏢 YER USA
Salary not disclosed
Miami, FL 1 week ago

Unlock your potential at Coulisse

Since our establishment in 1992, Coulisse has grown into a global window coverings specialist. We are a team of passionate people who believe in partnership and joint success. Based on the belief that window coverings are much more than just a functional product, we are redefining our market—lifting window coverings to a higher level and putting our partners ahead of the curve.


Our company is growing rapidly, and we are seeking motivated, results-driven professionals with strong sales experience to join our expanding Americas sales team.


Role Overview

As a Southwest Sales Representative, you will be responsible for representing and promoting Coulisse’s full product portfolio, including hardware, textiles, screens, and our MotionBlinds automation platform. You will focus on growing revenue within an established customer base while actively developing new business opportunities throughout your assigned territory.

This position is based in Miami, Florida, and reports directly to the Sales Manager. The role requires frequent travel within the assigned territory and may include a combination of in-office and remote work depending on business needs.


Territory

Southwest United States, including:

  • Oklahoma (OK)
  • Texas (TX)
  • New Mexico (NM)
  • Arizona (AZ)


Why Work at Coulisse?

  • Be part of a global team of industry experts
  • Competitive base salary plus performance-based bonus program
  • 20 days of PTO plus paid national holidays
  • Company events, sponsored lunches, and wellness initiatives
  • Medical, dental, and vision insurance benefits
  • 401(k) retirement plan with employer match


Essential Duties and Responsibilities

  • Manage, grow, and develop the assigned Southwest territory
  • Maintain strong, professional relationships with existing customers and internal teams
  • Identify, initiate, and develop new customer relationships and sales channels
  • Present and demonstrate Coulisse products and solutions to customers and prospects
  • Work closely with the Sales Manager to develop and execute territory and market strategies
  • Track sales activity, opportunities, and customer interactions using CRM tools
  • Stay informed on market trends, competitive activity, and product developments
  • Represent Coulisse at industry events, trade shows, and customer meetings as needed


Qualifications

  • Proven sales experience; experience within interior window coverings or related industries preferred
  • Strong communication skills with the ability to build rapport and long-term relationships
  • Excellent verbal, written, interpersonal, and listening skills
  • Proficient with PC-based systems; experience with CRM and ERP platforms such as Salesforce or Microsoft Dynamics preferred
  • Strong organizational, time-management, and prioritization skills
  • Self-motivated, results-oriented, and able to work independently
  • Willingness and ability to travel frequently throughout the assigned territory
Not Specified
Account Executive - The Pinto Agency
Salary not disclosed
Doral, FL 1 week ago

About Goosehead


Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world-class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions, so we’re more than just a bit selective when it comes to hiring new team members. In 2012, we began franchising our business model. This role is for one of our successful franchise partners in Miami, Florida.


Job Summary


The team is responsible for new business revenue generation monthly and works to achieve these on an individual and team level. Account Executives are equipped with extensive training in Salesforce, sales process management, business development and more.


Principal Duties and Responsibilities


The primary responsibility of an Account Executive is to build a book of business through:


  • Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry.
  • Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk.


Compensation Summary


The first year’s earnings potential ranges from $53,000 - $90,000, varying based on performance. Our compensation package slightly varies by agency but offers uncapped new business commissions and renewal commissions year-over-year. Renewal commissions provide passive earnings and can exponentially increase your annualized income. Additionally, top performers can qualify for an annual President’s Club trip.


Experience and Education


  • Passing the state licensing exam, once hired
  • Legally authorized to work in the United States


Required Skills and Abilities


  • Exceptional written and verbal communication
  • Experience in a fast-paced work environment
  • B2B or B2C sales experience or related college major
  • Competitive attitude
  • Networking abilities
  • Entrepreneurial spirit
  • Problem-solving mentality
  • Self-motivated, hands on, self-starter mindset that can do the work
  • Strong time management
  • Strong attention to detail and organization


Benefits Summary


  • Benefit offerings vary per agency*


This job posting is for an opportunity at a Goosehead Insurance agency independently owned and operated by a local franchised Agency Owner. If you choose to apply for this position, you understand and acknowledge that your application and any information included with it will be submitted to the Agency Owner. If you are hired for this position, you also understand and acknowledge that the Agency Owner’s franchised business will be your employer, not Goosehead Insurance Agency, LLC, and that the Agency Owner is solely responsible for all decisions related to your employment, including hiring, firing, discipline, compensation, scheduling, and supervision.


To learn more about our job opportunities, apply here. We look forward to speaking with you!

Not Specified
Sales Account Executive - The Pinto Agency
🏢 Goosehead Insurance
Salary not disclosed
Miami, FL 1 week ago

About Goosehead


Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world-class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions, so we’re more than just a bit selective when it comes to hiring new team members. In 2012, we began franchising our business model. This role is for one of our successful franchise partners.


Job Summary


The team is responsible for new business revenue generation monthly and works to achieve these on an individual and team level. Account Executives are equipped with extensive training in Salesforce, sales process management, business development and more.


Principal Duties and Responsibilities


The primary responsibility of an Account Executive is to build a book of business through:

  • Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry.
  • Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk.


Compensation Summary


The first year’s earnings potential ranges from $53,000 - $90,000, varying based on performance. Our compensation package slightly varies by agency but offers uncapped new business commissions and renewal commissions year-over-year. Renewal commissions provide passive earnings and can exponentially increase your annualized income. Additionally, top performers can qualify for an annual President’s Club trip.


Experience and Education


  • Passing the state licensing exam, once hired
  • Legally authorized to work in the United States


Required Skills and Abilities


  • Exceptional written and verbal communication
  • Experience in a fast-paced work environment
  • B2B or B2C sales experience or related college major
  • Competitive attitude
  • Networking abilities
  • Entrepreneurial spirit
  • Problem-solving mentality
  • Self-motivated, hands on, self-starter mindset that can do the work
  • Strong time management
  • Strong attention to detail and organization


Benefits Summary


  • High quality voluntary health, vision, dental insurance programs
  • Paid holidays, vacation, and sick leave
  • Benefit offerings vary per agency*


This job posting is for an opportunity at a Goosehead Insurance agency independently owned and operated by a local franchised Agency Owner. If you choose to apply for this position, you understand and acknowledge that your application and any information included with it will be submitted to the Agency Owner. If you are hired for this position, you also understand and acknowledge that the Agency Owner’s franchised business will be your employer, not Goosehead Insurance Agency, LLC, and that the Agency Owner is solely responsible for all decisions related to your employment, including hiring, firing, discipline, compensation, scheduling, and supervision.


To learn more about our job opportunities, apply here. We look forward to speaking with you!

Not Specified
Special Assets Commercial Officer
🏢 Amerant Bank
Salary not disclosed
Doral 2 weeks ago
Proactively research, monitor and recover payments for uncollected or past due consumer and commercial loans, to prevent losses to the Bank because of charged-off or written-off loans.

Administration of essential functions regarding the criticized loan portfolio which has been assigned to Special Assets.

Ensures timely implementation, and continuance of sound credit policies, procedures, and underwriting standards, in compliance with all applicable laws and regulations.

Responsibilities: Proactively monitor and research uncollected loans, contact customers to negotiate payments due and/or pursue the collateral on the loans, in order to make the customers honor their loan commitments and recover monies preventing any losses to the Bank, in compliance with Bank policies and State and Federal regulations.

Administration of essential functions regarding the criticized loan portfolio which has been assigned to Special Assets.

Exercises sound judgement in developing and implementing action plans, subsequently updating these plans in the form of Criticized Asset Reports with the purpose of ensuring proper administration of criticized loans.

Analyze and determine the status of loans transferred and assigned to Special Assets Officer.

Assess the proper risk rating to pursue the loan collection further, legally or by a settlement negotiation, in order to minimize the losses to the Bank.

Drives collection efforts with Bank’s attorneys once the Bank’s uncollected loans are in their possession, to determine if some money has been recovered on the loans and actively monitors their efforts in the loan recovery process.

Develop and design techniques and methods to collect on customers’ loan commitments and ways to dispose of collateral, in the most efficient and appropriate manner, in order to expedite the recovery of the Banks assets.

Timely reporting of restructured loans, loans in litigation, movement of the reserves, unearned interest and status update on charged-off loans.

Ensure compliance with all regulatory laws and/or requirements for assigned loan portfolio.

Determine and recommend approval for a judgment to be entered against any assets the customer may have, after the collection attorneys have unsuccessfully attempted to recover any money due to the Bank to prevent any losses.

This is all done in compliance with internal procedures and government regulations.

Administer orderly liquidation of collateral for impaired loans, to achieve highest recovery potential.

Actively service and monitor Other Real Estate Owned from the foreclosure stage to the sale in order to ensure the recovery of the Banks assets.

Prepare semi-annual reports to be presented to immediate supervisor and to the Bank Management Committees on charged off loans and on their recovery status as required.

Participate in court hearings with the attorneys representing the Bank on uncollected loan cases.

Develop independent recommendations regarding loans to be written off in the case of bankruptcies, death or corporate dissolution.

Prepare documentation required for the recovery and liquidation of any collateral recovered from uncollected loans, in order to proceed in accordance with internal policies and legal procedures.

Keeps accurate and current accounting records on all loans on a stipulation agreement.

Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.

To identify, evaluate, monitor and make any recommendation deemed necessary to their respective Risk Management Committee in order to assess, reduce, eliminate or control any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, laws, rules regulations, prescribed practices, internal policies and procedures or ethical standards.

Minimum Education and/or Certifications Requirements: Bachelor’s degree in business, accounting, finance, or other related field required; master’s degree preferred.

Minimum Work Experience Requirements: 7+ years of direct commercial lending experience, formal training in credit analysis, working knowledge of loan documentation, risk taking and reclassifications, credit operations and bank regulations.

Technical and/or Other Essential Knowledge: Thorough understanding of the Bank’s credit procedures, programs and policy.

Accounting and credit principles.

Excellent communication skills in English, bi-lingual Spanish preferred.

Good negotiation skills, and the ability to organize and make public presentations.

Proficiency in Microsoft Suite is required; experience in SQL is a plus.

Salesforce, nCino, FIS IBS experience is a plus.

Sound time management and organizational skills required.

Well organized and systematic.

Must possess strong communication skills.

This position is hybrid/remote work eligible.
Not Specified
Underwriter - Commercial Real Estate Credit CRE
🏢 Amerant Bank
Salary not disclosed
Doral 2 weeks ago
Responsible for providing a sound, independent and objective assessment and recommendation on risk factors associated with small business, midsize, large, complex structures and transactions related to Commercial Real Estate (CRE) transactions.

This position will also oversee credit risk management and maintenance of credit quality for the respective assigned portfolio by monitoring relationship trends, clearing of exceptions, properly assessing and evaluating credit risk and other key factors, and providing recommendations and credit solutions which are appropriate to the relationship risk profile.

Responsibilities: Provide transactional support with the creation of credit memos while maintaining clear understanding of the Bank’s credit programs and policy and its adherence.

Reports to supervisor all deviation from credit programs and policy.

Conduct analysis/underwriting functions, as needed.

Provide support on new business activities by screening preliminary data and follow up in obtaining required documentation and conformity to credit underwriting policy of the bank.

Prepare documentation, memos, and/or presentation as needed.

Perform the annual review of existing credit relationships; Identify necessary risk rating changes, errors or inconsistencies and recommend modifications to risk rating as deemed appropriate.

This includes calculating and verifying covenant testing requirements and monitoring loan policy exceptions, as needed.

Support the accurate review and evaluation of the financial condition and operating performance of CRE Borrowers for new and existing loan exposures, increases, and modifications of terms/conditions.

Support the large & complex financial analysis with a high degree of accuracy in terms of figures and credit risk assessment.

Responsibility will also include the proper identification of loan policy exceptions and identification of industry/loan structure specific risks/issues with appropriate mitigating factors.

Ability to identify, evaluate, monitor and make any recommendation deemed necessary to the supervisor to assess, reduce, eliminate or control any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, laws, rules, regulations, prescribed practices, internal policies and procedures or ethical standards.

Assist in the review and measurement of Bank Borrower’s conformance with legal covenants, tracking of same and the identification of compliance or non-compliance This may include assisting Credit Portfolio Managers and Relationship Managers in collaborating with other bank units such as Credit Administration, Loan Operations, Credit Services, Closing areas, and Credit Risk.

Assist in the training process of new underwriters.

Specifically, assist the trainees in the following: adopting the operating procedures of the department, mastering the various formats used and the credit criteria applied to the various forms of analysis.

Complete or review and provide feedback on spread financial statements, comprehensive analysis, and credit approval packages according to Bank credit programs and policy.

Work within the software systems for loan originations, modifications, annual reviews, and other presentations to senior management.

Responsible for the administration and monitoring maturities, delinquencies, including criticized assets reports on a regular basis as well as assisting in the identifying any “red flags” or problems within the portfolio.

Reports to supervisor all portfolio issues and irregularities found in these reports.

Conduct project site visits/inspections and report findings.

Provide assistance in other areas within the department, as required, covering during vacation or absenteeism.

Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.

Assist management with ongoing projects.

Any other duties as assigned by the Chief Credit Officer or supervisor.

Minimum Education and/or Certifications Requirements: Bachelor’s degree in business, accounting or finance required.

Master’s degree preferred OR 5+ years of credit underwriting/credit analysis experience in lieu of education.

Formal credit training preferred.

Minimum Work Experience Requirements: 7+ years of professional experience credit underwriting/credit analysis.

Knowledgeable of banking products and documentation.

Technical and/or Other Essential Knowledge: Thorough understanding of the Bank’s credit procedures, programs and policy.

Accounting and credit principles.

Proficiency in Microsoft Suite is required; experience in SQL is a plus.

Salesforce, nCino, FIS IBS experience is a plus.

Sound time management and organizational skills required.

Well organized and systematic.

Must possess strong communication skills.

This position is hybrid/remote work eligible.
Not Specified
Head of Portfolio Management
🏢 Amerant Bank
Salary not disclosed
Miramar 2 weeks ago
The Head of Portfolio Management plays a key first-line role in supporting the Bank’s commercial credit portfolio by strengthening front-end risk discipline, enhancing ongoing portfolio awareness, and ensuring timely and complete financial information for assigned customer relationships.

This position is designed to proactively identify emerging risks, support Relationship Managers (RMs) through the stages of deal structuring and closing.

The position serves as an early-warning risk partner within the business.

The role emphasizes judgment, escalation, and coordination rather than transactional credit processing.

The Head of Portfolio Management ensures high-level financial reviews are performed upon receipt of borrower information to identify potential weaknesses, adverse trends, or sector-related risks, and promptly escalates such concerns to the Relationship Manager and the Credit partners for independent assessment.

In addition, the role supports origination through preliminary (“soft-quote”) analyses to assess alignment with the Bank’s risk appetite and identify structural or credit issues before formal Credit involvement.

While supported by the Client Support Unit in the collection of financial statements and other required documentation, the Head of Portfolio Management, together with the RMs, retains accountability for the ongoing administration of customer relationships, including the timeliness, completeness, and quality of information provided to Credit.

The head of the portfolio managers is responsible for ensuring that annual review, renewals, covenant tests, ticklers and post closing items are tracked and addressed in a timely manner.

The head of portfolio managers is responsible for recruiting, hiring, training and development of portfolio managers, specifically in the areas of credit, credit policy, risk rating, and loan documentation.

The head of Portfolio Management operates within clearly defined governance and escalation frameworks to preserve separation of duties, independent credit oversight, and regulatory compliance.

Responsibilities: 1.Credit Administration Oversight Upcoming Maturities (Annual Reviews / Renewals) Review upcoming maturities reports with the PM Team consistently.

Ensure timely collection of required financial information to complete analysis, obtain approval, and close renewals.

Escalate risks of delayed renewals to leadership and coordinate on extensions when necessary (limit to one 90-day extension).

Covenant Testing Review covenant testing reports regularly with the PM team.

Ensure timely receipt and analysis of financials, accurate covenant testing, and proper tickler updates.

Escalate risks of late covenant testing.

Ensure covenant test dates align with borrower reporting cycles.

Deposit Covenants Collaborate with Client Support and Relationship Managers to ensure timely review of deposit covenants and proper fee collection.

2.

Portfolio Risk Management Risk Rating Train PMs in credit risk rating and encourage proactive rating changes.

Ensure PMs work with RMs and Credit to develop and monitor upgrade/downgrade triggers.

PARM Completion Partner with RMs to ensure PARMs are completed on time.

Loan Payment Monitoring Review past-due loan reports and ensure timely borrower payments.

3.

Credit Process Execution New Loans, Renewals, and Modifications Oversee the credit approval process to ensure timely approvals.

Actively manage the pipeline and ensure timely documentation collection.

Deal Structuring Support Ensure PMs collaborate on discussion memos, term sheets, commitment letters, and credit memos.

Quality Management Guide PMs in spreading financials, cash flow analysis, transaction structuring, covenant recommendations, and policy exception identification.

Third-Party Reports Ensure timely ordering and review of appraisals, environmental reports, flood certifications, and field audits.

Loan Closing & Booking Ensure loans are closed timely and booked accurately.

Confirm covenants are documented appropriately in nCino.

Promote communication among PMs, RMs, and underwriters.

BSA / AML Compliance Ensure PMs understand BSA/AML risk, beneficial ownership, and due diligence requirements.

4.

Recruitment, Training & Development Recruit qualified PM candidates.

Assess team competencies and develop individual growth plans.

Ensure PMs are experts in credit policy, nCino, and BSA/AML.

5.

Workflow & Team Management Maintain alignment of PMs with bankers and teams.

Promote collaboration and balanced workflow across the PM team.

Minimum Education and/or Certifications Requirements: Bachelor’s degree in business, accounting or finance required.

Master’s degree preferred OR 3+ years of commercial & retail portfolio management experience in lieu of education.

Formal credit training required.

Minimum Work Experience Requirements: 10+ years of professional experience in lending and/or portfolio management field and/or credit analysis.

Knowledgeable of banking products and documentation.

Technical and/or Other Essential Knowledge: Thorough understanding of the Bank’s credit procedures, programs and policy.

Accounting and credit principles.

Proficiency in Microsoft Suite is required; experience in SQL is a plus.

Salesforce, nCino, FIS IBS experience is a plus.

Sound time management and organizational skills required.

Well organized and systematic.

Must possess strong communication skills.
Not Specified
Underwriter - Commercial Credit C\u0026I
🏢 Amerant Bank
Salary not disclosed
Doral 2 weeks ago
Responsible for providing a sound, independent and objective assessment and recommendation on risk factors associated with small business, midsize, large, complex structures and transactions related to Commercial and Industrial (C&I) transactions.

This position will also oversee credit risk management and maintenance of credit quality for the respective assigned portfolio by monitoring relationship trends, clearing of exceptions, properly assessing and evaluating credit risk and other key factors, and providing recommendations and credit solutions which are appropriate to the relationship risk profile.

Responsibilities: Provide transactional support with the creation of credit memos while maintaining clear understanding of the Bank’s credit programs and policy and its adherence.

Reports to supervisor all deviation from credit programs and policy.

Conduct analysis/underwriting functions, as needed.

Provide support on new business activities by screening preliminary data and follow up in obtaining required documentation and conformity to credit underwriting policy of the bank.

Prepare documentation, memos, and/or presentation as needed.

Perform the annual review of existing credit relationships; Identify necessary risk rating changes, errors or inconsistencies and recommend modifications to risk rating as deemed appropriate.

This includes calculating and verifying covenant testing requirements and monitoring loan policy exceptions, as needed.

Support the accurate review and evaluation of the financial condition and operating performance of C&I Borrowers for new and existing loan exposures, increases, and modifications of terms/conditions.

Support the large & complex financial analysis with a high degree of accuracy in terms of figures and credit risk assessment.

Responsibility will also include the proper identification of loan policy exceptions and identification of industry/loan structure specific risks/issues with appropriate mitigating factors.

Ability to identify, evaluate, monitor and make any recommendation deemed necessary to the supervisor to assess, reduce, eliminate or control any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, laws, rules, regulations, prescribed practices, internal policies and procedures or ethical standards.

Assist in the review and measurement of Bank Borrower’s conformance with legal covenants, tracking of same and the identification of compliance or non-compliance This may include assisting Credit Portfolio Managers and Relationship Managers in collaborating with other bank units such as Credit Administration, Loan Operations, Credit Services, Closing areas, and Credit Risk.

Assist in the training process of new underwriters.

Specifically, assist the trainees in the following: adopting the operating procedures of the department, mastering the various formats used and the credit criteria applied to the various forms of analysis.

Complete or review and provide feedback on spread financial statements, comprehensive analysis, and credit approval packages according to Bank credit programs and policy.

Work within the software systems for loan originations, modifications, annual reviews, and other presentations to senior management.

Responsible for the administration and monitoring maturities, delinquencies, including criticized assets reports on a regular basis as well as assisting in the identifying any “red flags” or problems within the portfolio.

Reports to supervisor all portfolio issues and irregularities found in these reports.

Conduct project site visits/inspections and report findings.

Provide assistance in other areas within the department, as required, covering during vacation or absenteeism.

Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.

Assist management with ongoing projects.

Any other duties as assigned by the Chief Credit Officer or supervisor.

Minimum Education and/or Certifications Requirements: Bachelor’s degree in business, accounting or finance required.

Master’s degree preferred OR 5+ years of credit underwriting/credit analysis experience in lieu of education.

Formal credit training preferred.

Minimum Work Experience Requirements: 10+ years of professional experience credit underwriting/credit analysis.

Knowledgeable of banking products and documentation.

Technical and/or Other Essential Knowledge: Thorough understanding of the Bank’s credit procedures, programs and policy.

Accounting and credit principles.

Proficiency in Microsoft Suite is required; experience in SQL is a plus.

Salesforce, nCino, FIS IBS experience is a plus.

Sound time management and organizational skills required.

Well organized and systematic.

Must possess strong communication skills.

This position is hybrid/remote work eligible.
Not Specified
Commercial Credit Team Lead
🏢 Amerant Bank
Salary not disclosed
Miramar 2 weeks ago
The Commercial Credit Team Lead is responsible for the credit portfolio administration and monitoring of credit quality for the commercial loan portfolio.

This position also entails leading and supervising a team of portfolio managers that will support the business segments in the monitoring, maintenance and origination of new and existing loans based on credit programs and policy, in close coordination with the business segments.

Responsibilities: Responsible of overseeing staff with providing transactional support assisting Relationship Managers with the creation of proposals, term sheets, and credit memos while maintaining clear understanding of the Bank’s credit programs and policy and its adherence.

Reports to supervisor all deviation from credit programs and policy.

Responsible for coordinating efforts with other bank units such as Credit Administration, Loan Operations, Credit Services, Processing Unit, and Credit Risk to streamline processes and maintain accuracy of reports and credit quality of the portfolio.

Responsible for coordinating the annual review process of existing credit relationships; recommend changes in risk rating as deemed appropriate.

This includes calculating covenant testing and risk rating trigger requirements as needed.

Identify, track and monitor credit policy exceptions, review credits with loan covenants and verify compliance.

Responsible for the administration and monitoring maturities, delinquencies, including criticized assets reports on a regular basis as well as assisting in the identifying any “red flags” or problems within the portfolio.

Reports to supervisor all portfolio issues and irregularities found in these reports.

Responsible for coordinating and streamlining loan origination process for Relationship Managers to facilitate the approval process.

Reports to supervisor all loan origination process issues identified.

Responsible in providing support in developing, enhancing and promoting new/existing loan products.

Responsible of supervising, coaching, training, and mentoring other team members in order to enhance their knowledge of the position and provide better support to the Relationship Managers.

Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.

Assist management with ongoing projects.

Other duties, as assigned.

Minimum Education and/or Certifications Requirements: Bachelor’s degree in business, accounting or finance required.

Master’s degree preferred OR 7+ years of commercial & retail portfolio management experience in lieu of education.

Formal credit training required.

Minimum Work Experience: 10+ years of professional experience in lending and/or portfolio management field and/or credit analysis.

Knowledgeable of banking products and documentation.

Technical and/or Other Essential Knowledge: Thorough understanding of the Bank’s credit procedures, programs and policy.

Accounting and credit principles.

Proficiency in Microsoft Suite is required; experience in SQL is a plus.

Salesforce, nCino, FIS IBS experience is a plus.

Sound time management and organizational skills required.

Well organized and systematic.

Must possess strong communication skills.
Not Specified
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