- First Horizon Bank (Coral Gables, FL)
- …listed in job posting. **Summary** : The primary function of the Trust Client Specialist is to provide general clerical administrative support to an individual ... relieving them of clerical, administrative and business detail. The Trust Client Specialist will assist Trust Officers in the administration and management of… more
- Navy Federal Credit Union (Pensacola, FL)
- …complex regulations and internal policies Desired Qualification(s) + Experience with mortgage /equity loan processing and Navy Federal's systems , documentation ... primary point of contact during this time. Responsibilities Team Support & Leadership + Assist leadership in daily operations...and guide team members on loan review, documentation, and system usage; supporting onboarding and training of new staff… more
- First Horizon Bank (Miami Lakes, FL)
- …findings (eg, copies of statements/checks, media search results, results from internal system searches, etc.) and prepare cases for review and approval by ... + Onboarding - Review and Analyze prospect client(s) prior to onboarding. + Support management teams, ensuring daily, weekly, and monthly activities are completed on… more
- First Horizon Bank (Orlando, FL)
- …Relationship Managers in the department. **Responsibilities** + Provide Commercial Lending Support to Commercial Relationship Managers, often serving as a primary ... a clear and concise manner. + Experience with data visualization tools and systems (eg, Power BI, Excel, Salesforce, nCino, and PowerPoint). **Requirements** + High… more
- Bank of America (Lighthouse Point, FL)
- …residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act ... experience **Required Qualifications:** + Minimum of 2 years of mortgage origination experience. In lieu of this requirement, has...has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support… more
- Truist (Jupiter, FL)
- …to support client service and development efforts (eg banking, mortgage , planning, investments, and insurance services). Ensure an integrated and seamless ... integrated delivery of a broad range of retail solutions including banking, mortgage , planning, investments, and insurance services. Leverage the Truist network to… more
- Anywhere Real Estate (Tampa, FL)
- … Support ** _(10%)_ + Collaborate closely with Regional Presidents and their specialist teams + Support local contests, campaigns, and lead gen initiatives ... execution **New-to-Business Enablement** _(25%)_ + Lead and coach the New-to-Business (NTB) Specialist team + Partner with VP to refine strategy and implementation… more
- Citigroup (Miami, FL)
- …clients to the appropriate partners as necessary (eg leverage video conference for FA, mortgage specialist , etc.) + Take full ownership of clients' problems to ... the bank's standards **Responsibilities** : + Lead, coach, and support Universal Bankers and Tellers by modeling excellent service...ATMs, as needed (including competence in using teller NBS system & cash recycler to assist customers) + Good… more
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