Jobs
>
Coral Gables

    Specialist, Finance - Coral Gables, FL, United States - Amerant Bank

    Default job background
    Freelance
    Description

    The Client Specialist II position is responsible for assisting Relationship Managers, Portfolio Officers, and Managers with the overall administrative functions and responsibilities of developing and maintaining a portfolio of commercial loans and accounts, while enhancing the customer experience with servicing their needs within that portfolio (services, deposits, loans, etc).


    Work closely with Relationship Managers and Portfolio Officers and facilitate loan processing and other general service requests: a) Resolve customer inquiries and service requests with accounts and loans; b) prepares account maintenance forms; d) receives and forwards loan documents to support areas for processing pay-off, estoppel requests and satisfaction of mortgages; f) Notifies customer of renewal status due and provides list of required financial information; b) Ensure real estate tax and insurance escrow (if applicable) is properly set up; c) Engage Treasury Management Department to set up bank's treasury products (Online Banking, Remote Deposit Capture, etc.)

    Gather/review corresponding loan/credit documentation pre and post closing and to prepare all required forms, legal searches conducted via Internet access, update credit files and prepare all corresponding checklists, etc;
    Responsible for opening depository accounts and maintenance, which includes proper processing and collection of related forms and documents;

    Perform common administrative tasks and handle both internal and external correspondences such as answering phone calls and emails within a timely manner.

    Upload and clear tracking exceptions such as site visit reports, annual reviews, financial reports, etc. to maintain asset quality;
    Confirm wire(s) with customers, pursuant to fraud alert notifications, where applicable;

    This includes organizing, collection, and review of all formation documents, including but not limited to operating agreements, partnership agreements, good standings, articles of incorporation/organization, certificate of formation, copies of trusts, pertaining to each and all entities included in the organization chart of the customer.

    Review post-closing loan documentation collection and verification to maintain adequate quality controls;
    Process invoices from vendors and retrieve proper approvals to submit to accounts payable. Follow up with accounts payable to ensure that payment to vendors have been issued

    Bachelor's Degree required or pursuing a Bachelor's degree

    Formal credit training is a plus

    Minimum Work Experience Requirements:
    2+ years of experience as a Lending Administrative Assistant

    Banking regulations, loan documentation including mortgages. Basic analyzing Financial Statement knowledge

    Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint


  • Jackson Health System Miami, United States

    **Department**: Mental Health Patient Access · **Address**: 1611 NW 12 Ave, Miami, FL 33136 · **Shift Details**: Full-Time, Night Shift 9PM - 7:30AM (10 hours) Rotating weekends. · **Position Summary**: · Patient Finance Specialist is responsible for timely and accurate patient r ...


  • Jackson Health System Miami, United States

    **Department**:Patient Access Services, Emergency Services · **Address**: 1611 NW 12th Ave, Miami, FL 33136 · **Shift Details**: Part-Time with Benefits, Evenings, 1:00PM-9:30PM, Rotating Weekends Off · Jackson Health System is a nationally and internationally recognized academic ...


  • Jackson Health System Miami, United States

    Miami, FL On Call/Pool JW-Patient Access · **Summary** · Patient Finance Specialist is responsible for timely and accurate patient registration. Interviews patients for all pertinent account information and verifies insurance coverage. · **Responsibilities** · Interviews patients ...

  • Nanmckay

    Finance Specialist

    1 week ago


    Nanmckay Doral, United States

    POSITION: Finance SpecialistSUPERVISOR: SupervisorSTATUS: Non-Exempt Summary The Finance Specialist will be responsible for reviewing and analyzing Housing Assistance Payments (HAP) for residents under NMA's property listings. The Specialist will proactively seek to resolve poten ...

  • Nan McKay

    Finance Specialist

    1 week ago


    Nan McKay Doral, United States

    POSITION: Finance Specialist · SUPERVISOR: Supervisor · STATUS: Non-Exempt · SUMMARY: · The Finance Specialist will be responsible for reviewing and analyzing Housing Assistance Payments (HAP) for residents under NMA's property listings. The Specialist will proactively seek t ...


  • Jackson Health Miami, United States OTHER

    · Position Summary: · Patient Finance Specialist is responsible for timely and accurate patient registration. Interviews patients for all pertinent account information and verifies insurance coverage. · Duties & Responsibilities: · Interviews patients and or family/relative or ...


  • Jackson Health Miami, United States OTHER

    · Department: Behavioral Health · Address: 1695 NW 9th Avenue, Miami, Florida 33136 · Shift Details: Nights, 9:00PM-7:30AM, Rotating Weekends Off · Why Jackson: · Jackson Behavioral Health Hospital (JBHH) is a three-story, 180,000-square-foot facility committed to the highest q ...


  • AR Capital Group Hollywood, United States

    Job Description · Job Description · We offer a wide range of financial services, including asset-based lending, factoring, equipment financing, and more. Our solutions are tailored to meet the unique needs of each client, ensuring that we provide the right financing options to h ...


  • FL Attorney General Office, Consumer Protection Miami, United States

    INVESTIGATION SPECIALIST II · Date: May 10, 2024 · Location: MIAMI, FL, US, 33131 · The State Personnel System is an E-Verify employer. For more information click on our E-Verify Website. · Requisition No: 822298 · Agency: Office of the Attorney General · Working Title: INVESTIG ...

  • Royal Caribbean Group

    Project Associate

    1 day ago


    Royal Caribbean Group Miami, United States

    **Journey with us **Combine your career goals and sense of adventure by joining our exciting team of employees Royal Caribbean Group is pleased to offer a competitive compensation & benefits package and excellent career development opportunities each offering unique ways to explo ...


  • Stellar Innovations North Miami, United States

    WE ARE MARQUARDT · Our name stands for the interface of tomorrow. With state-of-the-art mechatronics and sensor technology, our approximately employees at 22 locations revolutionize the human-technology interface on a daily basis. Our systems represent a user experience at the h ...


  • Jackson Health Miami, United States OTHER

    Department: PCC Patient Access · Address: 1611 NW 12 Ave, Miami, FL 33136 · Shift Details: Full-Time, Monday - Friday, Variable Shifts · Jackson Health System is a nationally and internationally recognized academic medical system offering world-class care to any person who walk ...


  • Jackson Health System Miami, United States Full time

    Position Summary: · Patient Finance Specialist is responsible for timely and accurate patient registration. Interviews patients for all pertinent account information and verifies insurance coverage. · Duties & Responsibilities: Interviews patients and or family/relative or othe ...


  • Jackson Health Miami, United States OTHER

    Department: Mental Health Patient Access · Address: 1611 NW 12 Ave, Miami, FL 33136 · Shift Details: Full-Time, Days Shift 8AM – 6:30PM (8-10 hours blend) Rotating weekends, Rotating the ED and Outpatient. · Jackson Health System is a nationally and internationally recognized aca ...


  • Jackson Health Miami, United States OTHER

    Miami, FL Full-Time JW-Patient Access · Summary · Patient Finance Specialist is responsible for timely and accurate patient registration. Interviews patients for all pertinent account information and verifies insurance coverage. · Responsibilities · Interviews patients and or fam ...


  • Jackson Health Miami, United States OTHER

    · Department: Emergency Department · Address: 1611 NW 12th Ave, Miami, FL 33136 · Shift Details: Part-Time with Benefits, Evenings, 11:00AM-9:30PM, Rotating Weekends Off · Why Jackson: · Jackson Memorial Hospital is the flagship hospital for Jackson Health System and it has bee ...


  • Jackson Health Miami, United States OTHER

    Miami, FL On Call/Pool JW-Patient Access · Summary · Patient Finance Specialist is responsible for timely and accurate patient registration. Interviews patients for all pertinent account information and verifies insurance coverage. · Responsibilities · Interviews patients and or ...


  • Jackson Health Miami, United States OTHER

    Department: PFS Patient Access Services, Emergency Services · Address: 1611 NW 12 Ave, Miami, FL 33136 · Shift Details: Full-Time, Night Shift 7PM – 7:30AM, Rotating weekends · Jackson Health System is a nationally and internationally recognized academic medical system offering ...


  • Jackson Health Miami, United States OTHER

    Department: PFS PAS Emergency Services · Address: 1611 NW 12 Ave, Miami, FL 33136 · Shift Details: Part-Time with Benefits, 9AM-7:30PM (WEEKENDS ONLY- SATURDAY & SUNDAY) · Jackson Health System is a nationally and internationally recognized academic medical system offering worl ...


  • Jackson Health Miami, United States OTHER

    Department: PFS PAS Emergency Services · Address: 1611 NW 12 Ave, Miami, FL 33136 · Shift Details: Full-Time, Day Shift 10AM – 10:30PM, Rotating weekends · Jackson Health System is a nationally and internationally recognized academic medical system offering world-class care to a ...