- Amerant Bank (Coral Gables, FL)
- …support and exceptional customer service to the bank's affiliated broker dealer and registered investment advisor.Responsibilities:Middle Office Liaison for the ... and middle office requests coming from Wealth Management and Broker DealersTechnical and/or Other Essential Knowledge:Basic investments and securities… more
- Everence (Sarasota, FL)
- …and services.Process and maintain various communication approvals through the Broker Dealer compliance system. Maintain current forms, investment materials, and ... compliance records. Prepare and assemble materials needed for appointments or mailings. Prepare applications and service request forms using an automated forms system (LaserApp, DocuPace).Process and forward applications to appropriate departments and… more
- Spectraforce Technologies Inc (Sarasota, FL)
- …through virtual interactions. Scheduling appointments with referral sources, specifically the broker channel to secure referrals to end users. Conduct outbound ... prospecting via cold calls, emails, and social engagements, and follow up on marketing leads, to qualify opportunities and generate pipeline. Use technology tools to accurately track activities and forecasts. Collect data to support underwriting process, close… more
- Spectraforce Technologies Inc (Sarasota, FL)
- …through virtual interactions. . Scheduling appointments with referral sources, specifically the broker channel to secure referrals to end users. . Conduct outbound ... prospecting via cold calls, emails, and social engagements, and follow up on marketing leads, to qualify opportunities and generate pipeline. . Use technology tools to accurately track activities and forecasts. . Collect data to support underwriting process,… more
- Lennar Homes (Debary, FL)
- …* Travel throughout the local community, self-generating leads from Realtor/Co- Broker businesses, referrals and self-prospecting * Develop an in-depth knowledge ... of the competitive marketplace, including product, site, local community, sales, advertising and demographics * Accompany visitors through the Welcome Home Centers, models, and inventory homes answering questions and providing information about the community… more
- Lennar Mortgage (St. Petersburg, FL)
- …including all screens that effect closing reports for both Lennar Mortgage and broker loans. Monitor fees charged and collected and fees waived to reconcile lender ... payments with demands (brokered). Ensure proper collection of fees and revenue, and deliver with demands in accordance with company polices. Maintain a "fee log" for all fees transmitted to Miami (must cover a 12 month period) Produce reports with actual… more
- Lennar Homes (Jacksonville, FL)
- …Travel throughout the local community, self-generating leads from Realtor/Co- Broker businesses, referrals and self-prospecting. Develop an in-depth knowledge ... of the competitive marketplace, including product, site, local community, sales, advertising and demographics. Customer-generation process consisting of each week generating 10 new customers; 5 initial appointments; 2 follow-up appointments; and creating 1 net… more
- Lennar Homes (Tampa, FL)
- …10-5-2-1 Travel throughout the local community, self-generating leads from Realtor/Co- Broker businesses, referrals and self-prospecting Develop an in-depth knowledge ... of the competitive marketplace, including product, site, local community, sales, advertising and demographics Customer-generation process consisting of each week generating 10 new customers; 5 initial appointments; 2 follow-up appointments; and creating 1 net… more
- Lennar Homes (Daytona Beach, FL)
- …10-5-2-1 Travel throughout the local community, self-generating leads from Realtor/Co- Broker businesses, referrals and self-prospecting Develop an in-depth knowledge ... of the competitive marketplace, including product, site, local community, sales, advertising and demographics Customer-generation process consisting of each week generating 10 new customers; 5 initial appointments; 2 follow-up appointments; and creating 1 net… more
- Lennar Homes (Melbourne, FL)
- …* Travel throughout the local community, self-generating leads from Realtor/Co- Broker businesses, referrals and self-prospecting * Develop an in-depth knowledge ... of the competitive marketplace, including product, site, local community, sales, advertising and demographics * Customer-generation process consisting of each week generating 10 new customers; 5 initial appointments; 2 follow-up appointments; and creating 1… more
