Financial Services Professional
3 weeks ago
Sun West Mortgage Company, Inc. is seeking a talented Financial Services Professional to join our team. The estimated salary for this role is around $90,000 - $140,000 per year, depending on experience.
Job Description:This position involves evaluating and authorizing approval of real estate, commercial, and credit loans. Key responsibilities include advising borrowers on financial status and payment methods, guiding customers through the loan application process, filing loan applications and supporting documents, developing referral networks to locate prospects for loans, and handling customer complaints and taking appropriate action to resolve them.
- Key Responsibilities:
- Advise borrowers on financial status and payment methods
- Guide customers through the loan application process
- Filing loan applications and supporting documents
- Develop referral networks to locate prospects for loans
- Handle customer complaints and take appropriate action to resolve them
Our Company Culture:
We value teamwork, integrity, and open communication. We believe that our company culture is built on these core values and that they are essential to driving success and achieving our goals.
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Financial Service Representative
3 weeks ago
Miami, Florida, United States TTS Financial Full timeJob OverviewTTS Financial is seeking a qualified Cash Handling Specialist to join our team. As a key member of our staff, you will be responsible for providing exceptional customer service while handling cash transactions with accuracy and efficiency.
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Financial Services Expert
2 days ago
Miami, Florida, United States Global Financial Impact - Marco Esquivel Full timeAt Global Financial Impact, we're looking for a skilled Financial Services Expert to join our team. This is an exciting opportunity to work with clients and businesses to achieve their financial goals.As a Financial Services Expert, you'll provide advice and solutions to clients, acting as a liaison between them and financial institutions. You'll need to...
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Financial Services Professional
3 weeks ago
Miami, Florida, United States KSDT CPA Full timeFinancial Services ProfessionalKSDT CPA is an exciting and fast-growing accounting firm that is always looking for talented individuals to join our team. As a Financial Services Professional, you will play a critical role in helping our clients achieve their financial goals through expert tax planning and compliance services.We are seeking a highly motivated...
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Financial Services Professional
4 days ago
Miami, Florida, United States Amerantbank Full timeJob Description:We are seeking a highly skilled Financial Services Professional to join our team. As a Banking Specialist IV, you will play a critical role in providing top-notch service to our customers.Your primary responsibility will be to assist customers with various financial transactions, including deposits, withdrawals, and account maintenance. You...
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Professional Financial Advisor
2 days ago
Miami, Florida, United States Global Financial Impact - Marco Esquivel Full timeWe're seeking a Professional Financial Advisor to help clients and businesses achieve their financial objectives. As a member of our team at Global Financial Impact, you'll play a key role in providing expert advice and guidance on financial matters.Your primary responsibilities will include consulting with clients to understand their financial needs and...
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Financial Services Professional
3 weeks ago
Miami, Florida, United States New York Life Full timeCompany OverviewNew York Life is a leading provider of life insurance and financial services in the United States. With over 175 years of experience, we have helped millions of people protect their families and achieve their financial goals.We are a mutual company, meaning that we are owned by our policyholders and are not driven by the pursuit of...
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Financial Services Professional
4 days ago
Miami, Florida, United States Cherry Bekaert Advisory, LLC Full timeJob Title: Financial Services ProfessionalCherry Bekaert Advisory, LLC is a leading provider of Elite Accounting and Advisory services. Our core values include uncompromising integrity, passion for excellence, and mutual respect.This role plays a key part in delivering exceptional client service and ensuring the success of our engagements.Collaborate with...
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Financial Services Professional
3 weeks ago
Miami, Florida, United States Professional Legal Group Inc Full timeJob ResponsibilitiesAs a Tax Preparer, your primary responsibilities will include:Preparing and filing individual and business income tax returnsLearning to prepare quarterly estimatesHandling client inquiries and interacting with our modern client basePerforming data entry and various administrative dutiesWe are committed to providing a supportive and...
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Financial Services Professional
3 weeks ago
Miami Beach, Florida, United States The Baldini Agency Full timeJob DescriptionWe are seeking a Financial Services Professional to join our team at The Baldini Agency. In this role, you will be responsible for providing expert insurance advice and guidance to clients, and building long-term relationships with them.You will have the opportunity to work with a wide range of insurance products and services, including life...
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Miami, Florida, United States AllianceBernstein Holding L.P. Full timeJob DescriptionWe are seeking an experienced Client Service Professional to join our team in the Financial Services industry. As a key member of our Client Service Team, you will work closely with Financial Advisors to provide exceptional client service and support functions such as portfolio analysis, account creation, and client/prospect meeting...
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Financial Services Coordinator
3 weeks ago
Miami, Florida, United States Professional Legal Group Inc Full timeJob SummaryWe are seeking a talented Accounting Specialist to join our team at Tax House Miami.This is a seasonal position that requires strong analytical skills and the ability to work accurately and efficiently.The ideal candidate will have experience working with financial data, be proficient in Microsoft Excel, and possess excellent attention to...
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Financial Services Professional LP
4 days ago
Miami, Florida, United States Wells Fargo & Company Full timeWells Fargo & Company is committed to helping its customers achieve their financial goals. As a Relationship Banker LP, you will play a key role in delivering exceptional customer experiences and building long-term relationships with our clients.About the RoleThis is an exciting opportunity for individuals who are not yet fully licensed at the time of hire....
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Financial Professional
3 weeks ago
Miami, Florida, United States Whetstone Management LLC Full timeAbout Whetstone Management LLCOur company is a direct business lending company looking to expand our current sales force. We are committed to helping our representatives reach their financial goals through a competitive commission structure and comprehensive benefits package. If you are a motivated and energetic sales professional looking for a challenging...
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Financial Services Attorney
3 weeks ago
Miami, Florida, United States Paysend Group Full time**Expertise Sought: Financial Services Attorney**Paysend is a leading provider of cross-border payments solutions, and we are expanding our operations in the USA and Latin America. We seek a seasoned attorney with extensive experience in financial services law to join our team as a Legal Counsel.This role offers a unique opportunity to work with a...
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Financial Services Representative
3 weeks ago
Miami, Florida, United States Educational Federal Credit Union Full timeJob OverviewWe are seeking a skilled Financial Services Representative to join our team at the Educational Federal Credit Union. As a key member of our team, you will provide exceptional service to our members by offering expert advice on deposit and loan transactions.The ideal candidate will have a strong background in customer service, with experience in...
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Financial Support Specialist
3 weeks ago
Miami, Florida, United States Greenlight Financial LLC Full timeWe are currently seeking a highly skilled Financial Support Specialist to join our team at Greenlight Financial LLC. The successful candidate will provide administrative support to our tax department, including reviewing tax returns for accuracy and communicating with clients to gather information.This is an exciting opportunity for a detail-oriented and...
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Senior Business Development Professional
4 days ago
Miami, Florida, United States PNC Financial Services Group Full timeCompany OverviewPNC Financial Services Group is a leading financial institution that prides itself on its commitment to delivering exceptional customer experiences. As aRelationship Manager II, you will be part of a dynamic team that fosters an inclusive and accessible workplace.Job DescriptionAs a Relationship Manager II, your primary responsibility will be...
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Financial Solutions Specialist
3 weeks ago
Miami, Florida, United States One Park Financial Full timeJob OverviewOne Park Financial is a leading Financial Technology company that offers a wide range of financing and funding options to small businesses. As a National Account Executive, you will be responsible for identifying new business opportunities, developing strategic plans, and executing sales strategies to drive revenue growth.We are looking for...
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Financial Services Professional
6 days ago
Miami, Florida, United States PROSPAY™ Inc Full timeAbout Us:PROSPAY™ Inc is a forward-thinking company dedicated to driving innovation in the payment processing industry. Our team is passionate about delivering exceptional service to our clients and providing opportunities for growth and development. As an Account Specialist, you will be part of a dynamic team that values collaboration, creativity, and...
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Financial Services Specialist
4 weeks ago
Miami, Florida, United States Amerantbank Full timeJob Summary">Amerantbank is looking for a skilled Financial Services Specialist to manage a portfolio of clients and provide customized financial solutions.About the Job">This role requires excellent communication and interpersonal skills, as well as a deep understanding of financial markets and products. The ideal candidate will have a minimum of 3-5 years...