Amerant Bank | Portfolio Officer
21 hours ago
The Portfolio Officer – Specialty Finance is responsible for assisting in the maintenance of credit quality for the commercial loan portfolio and accounts for either Specialty Finance and/or the Commercial segments. Monitor portfolio and individual loan relationship trends, including to clear exceptions. Contribute to the quality and credit risk management of the assigned loan portfolio.
Duties and responsibilities include:
- Responsible for coordinating and streamlining the loan approval process and support loan closings. This includes assisting Head of Specialty Finance and Relationship Managers in Specialty Finance in collaborating with other bank units such as Credit Administration, Loan Operations, Credit Services, Closing areas, and Credit Risk. This also includes maintaining accuracy of reports and quality of the portfolio. Reports to Portfolio Team Leader and Head of Specialty Finance all issues found in this area;
- Responsible for managing the process for all newly assigned Treasury functions including Accounts Receivable and Supply Chain Programs, Merchant Cash Advance Programs with partnerships like Raistone, Libertas among others. Process will include working jointly with other bank units such as Credit Services, Treasury, Loan Operations , Closing, and Risk.
- Responsible for administrating and monitoring the 30+ day delinquencies, risk rating process (CARs), exceptions, covenant, as well as assisting in the identifying any “red flags” or problems within the portfolio. Reports to Portfolio Team Leader all issues found in this area;
- 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 (i.e. Term Sheet, PowerPoint presentations, etc.) as needed on behalf of the Relationship Manager;
- On-going review of future maturities for timely disposition;
- Manage third-party reports, review, and collections;
- Operate the software systems for loan originations and annual reviews;
- Conduct annual review of existing credit relationships; recommend changes in risk rating as deemed appropriate. This includes calculating covenant testing requirements as needed. Identify, track and monitor loan policy exceptions, review credits with loan covenants and verify compliance;
- Coordinate delinquent loan monitoring of assigned portfolio recommend appropriate action. Report status to supervisor;
- Conduct project site visits/inspections and report findings;
- Attend seminars and training sessions to keep abreast of changing regulations, as well as industry/market trends and conditions;
Minimum Education and/or Certifications Requirements:Bachelor’s in Accounting or Finance required. OR pursuing a College degree. Formal credit training is a plus
Minimum Work Experience Requirements:1-2 years of overall professional experience in lending field, credit analysis/underwriting of loans. Knowledge of Bank documentation and other Bank products.
Technical and/or Other Essential Knowledge:Previous knowledge with Salesforce, nCino, B2B, and AS/400 Fiserv Accounting and credit principlesProficiency using Microsoft Office 365 products including MS Word, MS Excel, MS Teams, and MS PowerPoint
-
Amerant Bank | Portfolio Officer
2 days ago
miramar, United States Amerant Bank Full timeThe Portfolio Officer – Specialty Finance is responsible for assisting in the maintenance of credit quality for the commercial loan portfolio and accounts for either Specialty Finance and/or the Commercial segments. Monitor portfolio and individual loan relationship trends, including to clear exceptions. Contribute to the quality and credit risk management...
-
Portfolio Officer
21 hours ago
miramar, United States Amerant Bank Full timeThe Portfolio Officer – Specialty Finance is responsible for assisting in the maintenance of credit quality for the commercial loan portfolio and accounts for either Specialty Finance and/or the Commercial segments. Monitor portfolio and individual loan relationship trends, including to clear exceptions. Contribute to the quality and credit risk management...
-
Amerant Bank | Private Client Associate II FL
18 hours ago
miramar, United States Amerant Bank Full timeThe Private Client Services Associate II provides superior service standards to an assigned portfolio for the purpose of strengthening customer loyalty and retention, ensuring excellent customer service. They are responsible for meeting KYC/KYA AML and other regulatory compliance standards and ensuring all documentation is up to date and...
-
Miramar, United States Amerant Bank Full timeThe Private Client Services Associate II provides superior service standards to an assigned portfolio for the purpose of strengthening customer loyalty and retention, ensuring excellent customer service. They are responsible for meeting KYC/KYA AML and other regulatory compliance standards and ensuring all documentation is up to date and complete....
-
miramar, United States Amerant Bank Full timeThe BSA Analyst I is responsible for monitoring the organizations internal policies, procedures, and controls to assure compliance with anti-money laundering regulations and rules.Duties and responsibilities include:Analyze AML system generated alerts against customers' profiles to determine whether or not the alert requires more review/analysis.Prepare BSA...
-
Miramar, United States Amerant Bank Full timeThe BSA Analyst I is responsible for monitoring the organizations internal policies, procedures, and controls to assure compliance with anti-money laundering regulations and rules.Duties and responsibilities include:Analyze AML system generated alerts against customers' profiles to determine whether or not the alert requires more review/analysis.Prepare BSA...
-
Miramar, FL, United States Amerant Bank Full timeThe Private Client Services Associate II provides superior service standards to an assigned portfolio for the purpose of strengthening customer loyalty and retention, ensuring excellent customer service. They are responsible for meeting KYC/KYA AML and other regulatory compliance standards and ensuring all documentation is up to date and...
-
Miramar, FL, United States Amerant Bank Full timeThe BSA Analyst I is responsible for monitoring the organizations internal policies, procedures, and controls to assure compliance with anti-money laundering regulations and rules.Duties and responsibilities include:Analyze AML system generated alerts against customers' profiles to determine whether or not the alert requires more review/analysis.Prepare BSA...
-
Amerant Bank | Data Entry Specialist
2 days ago
miramar, United States Amerant Bank Full timeWe are seeking a Bilingual Data Entry Specialist with exceptional attention to detail to join our team. In this role, you will primarily focus on updating and maintaining accurate address information in our core system. The ideal candidate should be able to read and write in both English and Spanish , organized, and highly dependable. Qualifications ...
-
Amerant Bank | Data Entry Specialist
21 hours ago
Miramar, United States Amerant Bank Full timeWe are seeking a Bilingual Data Entry Specialist with exceptional attention to detail to join our team. In this role, you will primarily focus on updating and maintaining accurate address information in our core system. The ideal candidate should be able to read and write in both English and Spanish , organized, and highly dependable. Qualifications ...
-
Bank Secrecy Act Analyst I FL
21 hours ago
miramar, United States Amerant Bank Full timeThe BSA Analyst I is responsible for monitoring the organizations internal policies, procedures, and controls to assure compliance with anti-money laundering regulations and rules.Duties and responsibilities include:Analyze AML system generated alerts against customers' profiles to determine whether or not the alert requires more review/analysis.Prepare BSA...
-
Private Client Associate II FL
21 hours ago
miramar, United States Amerant Bank Full timeThe Private Client Services Associate II provides superior service standards to an assigned portfolio for the purpose of strengthening customer loyalty and retention, ensuring excellent customer service. They are responsible for meeting KYC/KYA AML and other regulatory compliance standards and ensuring all documentation is up to date and...
-
Data Entry Specialist
21 hours ago
miramar, United States Amerant Bank Full timeWe are seeking a Bilingual Data Entry Specialist with exceptional attention to detail to join our team. In this role, you will primarily focus on updating and maintaining accurate address information in our core system. The ideal candidate should be able to read and write in both English and Spanish , organized, and highly dependable. Qualifications ...
-
Housekeeper - Manor Miramar
1 month ago
Miramar, United States TRG Management Company LP Full timeTRG Management, a premier property management company experienced with all types of housing, including subsidized, workforce and affordable, mid-rises, high-rises, luxury rentals, and single-family. Today we manage approximately 20,000 units across several states and our current management portfolio contains over 100 properties. Explore what we have to offer...
-
Office Operations Assistant
3 weeks ago
Miramar Beach, United States Ascension Full timeDetails Department: Destin Float TeamSchedule: PRN, Day ShiftHospital: Ascension Medical GroupLocation: Destin, FlBenefits Paid time off (PTO) Various health insurance options & wellness plans Retirement benefits including employer match plans Long-term & short-term disability Employee assistance programs (EAP) Parental leave & adoption assistance Tuition...
-
Express Services Associate
1 week ago
Miramar, United States Space Coast Credit Union Full timeSpace Coast Credit Union (SCCU), the 3rd largest state charted credit union in Florida, is looking for an Full Time Express Service Associate (2nd Shift) to join our ONESCCU team at our Miramar Operations Center! SCCU has been in business for over 70 years, has over 8 billion dollars in assets and WE ARE GROWING! Our Members are our top priority and we...
-
HVAC Sales Professional
1 week ago
Miramar, Florida, United States Johnson Controls Full timeOverviewJohnson Controls is a global leader in smart, healthy and sustainable buildings. We are committed to reimaging the performance of buildings to serve people, places and the planet.About the RoleWe are seeking an experienced sales professional to represent our York Factory Direct portfolio in the assigned market. As a key member of our team, you will...
-
Route Sales Delivery Driver CDL
1 month ago
Miramar, United States BlueTriton Brands Full timeBlueTriton is a leading provider of spring and purified water products - the name behind your favorite bottled water brands. We are proud to offer an extensive portfolio of highly recognizable, responsibly sourced, and sustainably packaged spring water in addition to other quality products and services. Get ready to quench your thirst with exciting...
-
Office Operations Assistant
4 weeks ago
Miramar Beach, United States Ascension Full timeDetails Department: Destin Float Team Schedule: PRN, Day Shift Hospital: Ascension Medical Group Location: Destin, Fl Benefits Paid time off (PTO) Various health insurance options & wellness plans Retirement benefits including employer match plans Long-term & short-term disability Employee assistance programs (EAP) Parental leave & adoption assistance...
-
Operations Team Lead CDL
1 month ago
Miramar, United States BlueTriton Brands Full timeBlueTriton is a leading provider of spring and purified water products - the name behind your favorite bottled water brands. We are proud to offer an extensive portfolio of highly recognizable, responsibly sourced, and sustainably packaged spring water in addition to other quality products and services. Get ready to quench your thirst with exciting...
