Salesforce Jobs in Miami
16 positions found
We are Foursys, a multinational consultancy specializing in technology and innovation, with operations in Brazil, the United States, and Europe. We combine technical excellence with a strategic mindset, always focused on delivering real value to our clients. Quality in delivery is a non‑negotiable principle.
Job Description :
Elaborate, Plan, and Implement new network and telecom carriers (Verizon/Comcast/Cogent) using different access
infrastructure for internet backbone (AS - Autonomous System), increase availability by allowing a better control in BGP
(iBGP/eBGP) and OSPF, management, and load sharing of internet traffic with multiple devices from different vendors
(Router, Firewall and Load balancer).
Network Engineer responsible for designing and implementation of the new acquiring and digital banking network for
Safrapay US. Plan and coordinate the actions that refers to the network involving external partners such as VISA,
Mastercard, Amex, Discover, Jack Henry, Fiserv, Salesforce, Feedzai, among others. Be compliant with data security
required by PCI Industry and OCC standards. Ensure high availability, resilience, and low latency.
Network Engineer responsible for designing and implementation of the High-Level Design (LLD) and Low-Level Design (LLD)
of Safrapay US infrastructure on Cloud and On-Primes Datacenters in 5 different locations and over than 200 devices.
Elaborate, Plan, and Implement new telecom carriers using different access infrastructure for internet backbone (AS -
Autonomous System), increase availability by allowing a better control in BGP (iBGP/eBGP), management, and load sharing
of internet traffic with multiple devices from different vendors (Router, Firewall and Load balancer).
Responsible for the architecture and management of routers, switches, and firewalls in private network, VPN, VRF, NAT,
HSRP and NLB) in different segments of access (Card Schemes Network, Payments Network and Corporate Partners, using
BGP and OSPF on LAN and WAN networks.
Implement Security / Hardening (PCI Industry and OCC) according to Rules, Vulnerability Analysis, and Compliance on
Devices such as (Route/Switch), Firewall (Fortigate and Firepower) and Load Balancer (BIGIP/F5).
About Balfour & Co.
Balfour & Co. is one of the world’s leading Collegiate and High School commencement services companies, offering innovative, personalized products like class jewelry, yearbooks, regalia, school uniforms and photography. With brands such as Balfour®, GradImages®, ArtCarved®, and more, we’ve been helping students celebrate life’s most meaningful moments since 1913. Balfour has around 4,000 employees and operates in 3 countries.
Position Summary:
The Proposal Specialist will lead the development of persuasive and visually engaging proposals in response to RFPs, RFQs, and other solicitations. You’ll manage the entire proposal process—from strategy and coordination to final submission—ensuring each response is timely, compliant, and tailored to the client's needs. Success in this position requires strong writing skills, creativity, and a sharp eye for detail, as well as the ability to collaborate across teams and clearly communicate complex ideas. Your work will directly support business growth by helping the company win new opportunities and strengthen client relationships.
Essential Position Functions:
- Monitor bid management resources daily to identify new opportunities, distribute notifications and initiate the creation of the initial proposal draft.
- Proactively solicit bid opportunities through including mass communication to educational procurement offices across North America.
- Manage the proposal writing, building and editing process while also maintaining and updating all templates to remain current with offerings and business initiatives.
- Coordinate with multiple departments including IT, finance, marketing and operations to develop comprehensive responses and compliant proposals.
- Handle all proposal finalization, including but not limited to final document review, notarization, signatory responsibilities, packaging, shipping, and delivery confirmation.
- Drive ongoing development of business intelligence, including public records (FOIA) requests, forecasting future opportunities and archiving competitor submissions to enhance future bidding efforts.
- Provide other Sales support assigned to support customer retention and revenue growth.
Skills
- Strong command of language and ability to craft persuasive, clear, and compliant proposals
- Ability to manage multiple deadlines and coordinate cross-functional teams
- Precision in formatting, compliance, and addressing RFP/RFQ requirements
- Excellent verbal and written communication skills for internal collaboration and client-facing documents
- Ability to interpret solicitation documents and extract key requirements
- Familiarity with tools like PowerPoint, Adobe InDesign, or proposal automation software
- Experience with platforms like Salesforce, SharePoint, or proposal management systems
Education/Experience:
- Bachelor’s degree in business administration, Communications, Marketing, or a related field
- At least 2 years of experience in proposal development, procurement, vendor solicitation or similar
- Experience in managing end-to-end proposal processes and contributing to successful bids
- Experience working in industries such as manufacturing, contracting, consulting, is preferred
Job Title: Executive Assistant & Office Coordinator (Bilingual – English/Spanish)
Location: North Miami, FL (Fully In-Office)
Schedule: Monday – Friday, 8:30 AM – 5:00 PM
Salary: Up to $56,000 annually (based on experience)
Employment Type: Full-Time
We are seeking a highly organized, tech-savvy, and dependable Executive Assistant & Office Coordinator to support two members of our executive leadership team. This role is based in our administrative office and will serve as the central administrative and front-office support for executive leadership and staff.
This is an excellent opportunity for a motivated professional with some experience who is looking to grow their career in executive-level support within a collaborative, mission-driven organization.
The ideal candidate is proactive, detail-oriented, bilingual (English/Spanish), professional, and comfortable managing multiple responsibilities in a fast-paced office environment.
Company Description
Akeso Community Health is a community-centered healthcare organization serving North Miami and adjacent areas. We are dedicated to providing inclusive, affirming, and accessible care, particularly for the LGBTQIA+ community, including transgender and gender-diverse individuals. Our services include free STI testing and treatment, comprehensive primary care, HIV care, prevention, and PrEP services, all offered within a patient-centered care model. Committed to health equity, we prioritize dignity, confidentiality, and trust while promoting wellness, prevention, and ongoing support for underserved and marginalized populations.
Executive Support
- Manage and maintain calendars for two executives, including scheduling and prioritizing meetings
- Coordinate internal and external meetings, including board and committee meetings
- Draft meeting agendas and prepare supporting materials
- Take meeting notes and track follow-up action items
- Prepare reports, spreadsheets, presentations, and executive correspondence
- Assist with special projects and administrative initiatives as assigned
Front Office & Guest Support
- Serve as the primary point of contact for admin office, greeting visitors and directing guests appropriately
- Answer and route incoming calls and general inquiries
- Maintain a professional and welcoming reception area
Office Coordination
- Help maintain a clean, organized, and professional office environment
- Monitor and replenish office and kitchen supplies as needed
- Coordinate hospitality for meetings (coffee, water, light refreshments) for executives, staff, and guests
- Organize and maintain digital filing systems (Google Drive and shared folders)
- Run occasional local errands as needed
- Support general office operations and vendor coordination when necessary
- 2+ years of experience in an administrative or executive assistant role
- Fluency in both English and Spanish (written and verbal)
- Advanced computer proficiency and strong technical aptitude
- Strong working knowledge of Google Workspace (Google Sheets, Docs, Gmail, Calendar, Drive, Keep)
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)
- Excellent organizational and time-management skills
- Strong written and verbal communication skills
- Professional, polished, and presentable demeanor
- Friendly, outgoing, and customer-service oriented with strong interpersonal skills
- Well-spoken with excellent verbal communication skills
- Reliable transportation
- Dependable, punctual, and professional demeanor
- Ability to handle confidential information with discretion
- Experience in nonprofit organizations
- Experience supporting board meetings and preparing meeting agendas
- Canva experience for basic design and presentation materials
- Experience with CRM systems (Salesforce or similar platforms a plus)
- Project coordination experience
- Health, Dental, and Vision Insurance
- 401(k) with company match
- Paid Time Off (PTO)
- Paid Sick Leave
- Paid Holidays
- Life Insurance
- Pet Insurance
We are seeking a professional who is eager to grow, take initiative, and become a trusted support partner to executive leadership while helping maintain a well-organized and welcoming office environment.
If you are organized, driven, bilingual, and ready to contribute in a collaborative in-office setting, we encourage you to apply.
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
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
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.
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
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.
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.
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