Financial Services Tax Senior - Dealership & Partnerships! JobotFinancial Services Tax Senior - Dealership & Partnerships!Miami, FLRemote$80,000–$130,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Based in the Midwest, we are a national CPA firm offering a unique opportunity for Tax professionals looking for an excellent work/life balance and the ability to work with a complex and diverse variety of clients, or specialized if you prefer!
NewFinancial Center Client Services Supervisor Liberty Savings Bank FSBFinancial Center Client Services SupervisorBradenton, FLWorks with the financial center sales staff to meet/exceed financial center sales goals by “modeling the way,” mentoring/coaching the staff, and using the Customer Needs Analysis (CNA) process to cross-sell additional products/services and generate consumer/mortgage loan activity when applicable. Proficient in technical processing of all phases of the CSR position including transactions, opening/closing accounts such as savings, DDA, Commercial DDA, CDs, IRA’s, balancing ATM, Safe Deposit processing, vault CSR and wire transfers with minimal difficulty.
Financial Rep Remote - In office / Representante financiero- Presencial o Remoto ML Financial SolutionsFinancial Rep Remote - In office / Representante financiero- Presencial o RemotoMiami Lakes, FLRemote$3,500–$8,500 / monthContractorFull timePart timeWe are seeking motivated individuals with a positive attitude, a desire for personal and professional growth, and a passion for helping individuals and families improve their financial future. Buscamos personas con actitud positiva, deseos de crecimiento y pasión por ayudar a otras familias a mejorar su situación financiera.
Tax Director / Tax Partner – Financial Services (cpa firm) - Hybrid CPA firmTax Director / Tax Partner – Financial Services (cpa firm) - HybridPalm Beach Gardens, FL$225,000–$450,000 / yearFull timeThe Tax Director / Partner in the Financial Services group will be responsible for providing strategic tax advice and services to clients within the financial services industry, including private equity, and funds.
NewFinancial Center Client Services Representative II Liberty Savings Bank FSBFinancial Center Client Services Representative IIStickney Point Sarasota, FLProficient in technical processing of all phases of the CSR II position (transactions, opening/closing, new accounts opening, savings, DDA, Commercial DDA, CDs, IRA’s, balancing ATM, Safe Deposit processing, vault CSR, wire transfer), balances at 90% or better and assist in finding outages as evidenced by management observation and balancing documentation. Description: Provides superior service to bank customers by performing banking transactions, opening new accounts, handling consumer loans and expanding customer relationships.
Senior Tax Manager - Private Client Services / HNW JobotSenior Tax Manager - Private Client Services / HNWWest Palm Beach, FL$170,000–$220,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. provides a diverse range of family office services including tax compliance, bill pay, payroll, and expense management, philanthropic advising, and estate planning.
Senior Accountant - Client Accounting Services (CAS) JobotSenior Accountant - Client Accounting Services (CAS)Fort Lauderdale, FL$90,000–$110,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Transaction Advisory Services Manager (REMOTE) JobotTransaction Advisory Services Manager (REMOTE)Tampa, FLRemote$140,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will play a pivotal role in shaping our transaction advisory services, with a focus on valuation services, tax structuring and strategy, and negotiation.
NewVice President, Client Service Management (Global Collateral Platform) BNYVice President, Client Service Management (Global Collateral Platform)Lake Mary, FLTo be successful in this role, we’re seeking the following: 5-10 years of total work experience preferred, ideally in triparty collateral management, securities operations, custody, settlements, repo, agency lending, secured loans, or markets & client operations. Role Overview: Responsible for the success, oversight, and client enablement of platforms, products, and services across the enterprise, including implementations, enhancements, changes, transitions, conversions, and complex remediation plans.
Tax Senior Manager, International Tax Services bdo consultingTax Senior Manager, International Tax ServicesMiami, FL$99,750–$262,500 / yearWork with Specialized Tax Services and International Tax Partners, Local Office Managing Partner and local and regional Business Development Managers to develop and execute an effective marketing plan. Additionally, the International Tax Senior Manager is a critical part of the office’s / region’s Tax Services leadership team and in this capacity will act as source for guidance on international tax questions and issues.
Labor & Employment Associate JobotLabor & Employment AssociateMiami, FL$130,000–$190,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Known for delivering practical business-focused solutions, our attorneys work proactively to help clients avoid disputes whenever possible while providing aggressive and effective representation when litigation arises.
NewHR Customer Service/Shared Services Advisor System OneHR Customer Service/Shared Services AdvisorPensacola, FLThis role serves as a key point of contact for employees, providing guidance on HR-related matters including disability cases, case management, and system updates. Our client is seeking an HR Shared Services Advisor to support employee inquiries and shared services operations in a high-volume environment.
NewLicensed P&C Insurance Professional - Sales and Service (Signing Bonus) USAALicensed P&C Insurance Professional - Sales and Service (Signing Bonus)Tampa, FLRemote$46,370–$48,870 / yearOur comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members’ financial security.
NewAccount Executive National Financial Sales Securitas TechnologyAccount Executive National Financial SalesOrlando, FL$95,000–$112,000We are one of the largest security providers in the world featuring best-in-class products and award-winning services, customized to meet the specific needs of our clients. Essential Functions: As an Account Executive, you must combine a hunter’s drive to gain new accounts and attract market share with strong and dynamic relationship-building talents.
Manager Financial Analysis Marriott Vacations WorldwideManager Financial AnalysisOrlando, FLThe Manager Financial Analysis assists the Market Director of Finance, Field Operations (MDOF) or Director of Finance, Field Operations (DOF) by providing leadership, guidance and support with financial compliance and adherence of the management agreement with the nonprofit property owners’ association and the financial and accounting analysis of the on-site ancillary business operations. o General Finance and Accounting - The ability to perform bookkeeping procedures, proficiently use financial systems technology, and accurately complete general ledger entries; knowledge of database structures in order to obtain financial queries; establish Cash flow statements and cash flow forecast with a good understanding the financials flows and the working capital needs.
NewSr. Financial Analyst - Direct Bill Strategy & Allocations- # 26-16777 US Tech Solutions, Inc.Sr. Financial Analyst - Direct Bill Strategy & Allocations- # 26-16777Lake Buena Vista, FLThis role will be responsible for developing financial models, allocation methodologies, documentation, dashboards, forecasting support, and financial analysis for enterprise vendor contracts, ELAs, AI tools, and other shared technology agreements. This role requires strong financial modeling, allocation, analytical, and communication skills, along with the ability to work across Finance, Vendor Management, Technology, Controllership, Sourcing, and Segment teams.
NewCustomer Service Case Manager TTECCustomer Service Case ManagerMelbourne, FLActively listen to customers, identify their needs, and take ownership of resolving inquiries and concerns using available resources, including dealerships, service personnel, subject matter experts (SMEs), leadership, and field service engineers. As a Customer Service Case Manager , you'll play a key role in creating exceptional customer experiences and building lasting relationships with customers and prospective buyers on behalf of a globally recognized leader in automotive products and services.
NewBilingual French Customer Service Case Manager TTECBilingual French Customer Service Case ManagerMelbourne, FLRemoteActively listen to customer needs, manage interactions efficiently, and resolve inquiries and concerns using available resources, including dealerships, subject matter experts, leadership, and field service engineers. As a Customer Service Case Manager (Bilingual French) , you'll play a key role in creating exceptional customer experiences for a globally recognized leader in high-quality automotive products and services.
Tax Managing Director, Transaction Advisory Services (M&A) bdo consultingTax Managing Director, Transaction Advisory Services (M&A)Miami, FLThe Tax Managing Director, Transaction Advisory Services is an essential team member that will team with the west region transaction advisory principals to grow the practice and will lead teams responsible for traditional large firm M&A tax consulting (deal structuring, due diligence, post-deal integration, tax attribute management, and other special projects). The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
Environmental Services Manager - 2nd Shift AramarkEnvironmental Services Manager - 2nd ShiftFort Lauderdale, FLThe EVS Manager - 2nd shift is responsible for servicing and/or maintaining a physical location or site to client specifications, leads a team of 25-50 employees and ensures areas of responsibility meet objectives and client expectations. Aramark Healthcare+ is seeking an Environmental Services Manager - 2nd shift to join their team at Broward Medical Center in Fort Lauderdale, FL .
NewManager of Surgical Services Full Time Days Manatee Memorial Hospital UHSManager of Surgical Services Full Time Days Manatee Memorial HospitalBradenton, FLServices include cardiac care and cardiovascular medicine, emergency care for all ages, surgery services — including robotic-assisted surgery with the da Vinci® Surgical System, a weight–loss program, orthopedic services, outpatient and inpatient radiology and rehabilitation, respiratory care, sleep, oncology, wound care and women’s and children’s services. Acting as a liaison between the surgical department and other hospital departments, the Manager facilitates smooth patient transitions, ensures positive patient outcomes, and collaborates with the Clinical Educator and other leaders to maintain compliance and support the Director in managing fiscal, supply chain, and staffing responsibilities within a dynamic and fast-paced environment.
Trust & Estates Associate JobotTrust & Estates AssociateNaples, FL$150,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Manage and oversee all aspects of our clients' trust and estate planning, including the drafting of wills, trusts, powers of attorney, and health care directives.
NewLuxury Client Service Manager TTECLuxury Client Service ManagerMelbourne, FLUnder the direction of the Client Operations Manager, the CSM will answer questions resolve concerns raised by clients, and respond to contacts generated by Dealers and Field Personnel. Responsible for resolving client issues using all available resources including Dealers, Team Leaders, Subject Matter Experts (Sales and Technical), Field Service Engineers, and Concern Resolution Specialists.
Real Estate Paralegal (Hybrid!) JobotReal Estate Paralegal (Hybrid!)St. Augustine Beach, FL$55,000–$85,000 / yearThis company is the national leader in a highly specialized segment of the real estate financial services industry — and they're looking for someone who brings the precision, compliance mindset, and client service instincts of the banking or mortgage world to a unique and growing niche. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Construction Attorney JobotConstruction AttorneyTampa, FL$190,000–$240,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The firm is widely recognized for its strength in complex litigation, corporate and business law, real estate, and financial services, handling high-profile matters both regionally and nationally.
NewRegistered Nurse RN Emergency Services ER PRN HCA Florida Pasadena HospitalRegistered Nurse RN Emergency Services ER PRNSt Petersburg, FLAt HCA Healthcare, we are committed to equipping nurses with the tools and resources they need to deliver exceptional patient care, championing the profession, and supporting the advancement of nursing’s future.". American Heart Association PALS (Pediatric Advanced Life Support) and/or ENPC (Emergency Nurse Pediatric Course) certifications required within 6 months of hire/transfer.
NewManager, Cash Receivables Shared Services Herc Rentals IncManager, Cash Receivables Shared ServicesBonita Springs, FL$80,000–$100,000 / yearThe primary mission of the Manager, Cash Receivables Shared Services is to ensure timely and accurate cash application, manage SOX/compliance, provide leadership to the Shared Services Cash team, maximize working capital, and minimize Days Sales Outstanding "DSO". Please be advised that the actual salary offered for any position is subject to the company's sole discretion and may be influenced by various factors, including but not limited to the candidate's qualifications, experience, location, and overall fit for the role.
Employment Law Partner JobotEmployment Law PartnerJacksonville, FL$225,000–$275,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Entrepreneurial Platform with Strong Backing: Build your practice on a stable regional platform with modern infrastructure, cross‑selling opportunities, and dedicated marketing, pricing, and legal operations support.
NewTax Manager - Business Tax Services KPMGTax Manager - Business Tax ServicesOrlando, FL$107,160–$226,320 / yearLicensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
NewRetail Customer Service Associate FedExRetail Customer Service AssociateFort Lauderdale, FloridaPart timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
NewBilingual Customer Service Specialist (Spanish) Sherwin-WilliamsBilingual Customer Service Specialist (Spanish)Coconut Creek, FLThe wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company’s customers, staff, employees, vendors, contractors, and the general public.
NewTax Manager x 200K - 230K x South Bay Vaco LLCTax Manager x 200K - 230K x South BaySouth Bay, CA$160,000–$240,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. The Tax Manager will be responsible for K-1s, partnerships, and acting as the main point of contact for all tax related matters in the company in conjunction with working with outside CPA firms.
NewReal Estate Attorney JobotReal Estate AttorneyOrlando, FL$140,000–$185,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The firm is widely recognized for its strength in complex litigation, corporate and business law, real estate, and financial services, handling high-profile matters both regionally and nationally.
Commercial Litigation Attorney JobotCommercial Litigation AttorneyOrlando, FL$150,000–$225,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The firm is widely recognized for its strength in complex litigation, corporate and business law, real estate, and financial services, handling high-profile matters both regionally and nationally.
Trusts & Estates Attorney JobotTrusts & Estates AttorneySarasota, FL$185,000–$225,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The firm is widely recognized for its strength in complex litigation, corporate and business law, real estate, and financial services, handling high-profile matters both regionally and nationally.
NewAppellate Law Attorney JobotAppellate Law AttorneyTallahassee, FL$150,000–$185,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This position offers the opportunity to handle complex appellate matters across a broad range of legal issues, working closely with trial teams and clients to develop persuasive legal arguments and strategies at the appellate level.
NewCapital Markets Sales Director Vaco LLCCapital Markets Sales DirectorBoca Raton, FL$100,000–$400,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Lead Retail Customer Service Associate FedExLead Retail Customer Service AssociateOrlando, FloridaFull timeThe Lead Consultant’s time will be spent taking customer orders; coordinating store activities; providing pricing information; recommending the appropriate FedEx Office products and services; producing complex orders; operating equipment that requires advanced operational knowledge and expertise; managing, monitoring and facilitating all production processes. The Lead Consultant is knowledgeable in all areas of the Store’s business, including print, signs & graphics, and shipping, and consistently delivers a positive customer experience to all customers.
Head of Int'l WM Business Development Amerant BankHead of Int'l WM Business DevelopmentCoral Gables, FLThis role is responsible for managing and growing an individual client book, recruiting and developing Financial Advisors and advisor teams, and providing ongoing leadership and business development support to the broader Financial Advisor group dedicated to the international banking segment. Requires strong knowledge of wealth management products and services, private banking and advisory solutions, and the international client segment, together with the ability to build effective partnerships across business lines and support referral-driven growth.
NewLicensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus) USAALicensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus)Tampa, FLRemote$63,590–$121,530 / yearEducates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.
Wealth Management Advisor Amerant BankWealth Management AdvisorCoral Gables, FLSeeks constant feedback by customers and identify quality issues within the group to ensure high levels of customer satisfaction; Acts as a customer advocate within and outside of the organization; Actively participates in any required corporate and business line training; Other duties as assigned. With support from Client Associates, WA-IC periodically review account and customer files as per supervisory and operational procedures performing maintenance of customer information, account and customer KYC, investment profiles, and countries/states of residence, among others, and as laid-out in supervisory and operational manuals.
NewBilingual Multi-Location Customer Service Specialist (Spanish) Sherwin-WilliamsBilingual Multi-Location Customer Service Specialist (Spanish)Miami, FLThe wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company’s customers, staff, employees, vendors, contractors, and the general public.
NewSOCOM - Business Analyst (MacDill Air Force Base, FL) Integrated Data ServicesSOCOM - Business Analyst (MacDill Air Force Base, FL)Tampa, FL$80,000–$110,000 / yearIDS is currently searching for a Business Analyst with experience in Department of Defense (DoD) financial management processes, government financial and accounting systems, acquisition and budgeting processes, and relational databases to provide support and training on-site to a government customer. When determining an applicant’s compensation, various factors are taken into consideration including, but not limited to: geographic location, relevant prior work experience, relevant training, special skills/competencies, education, clearance, licenses/certifications, labor categories/contract rates and other business needs.
Universal Representative Insight Credit UnionUniversal RepresentativeEustis, FLFull timeReceives and processes/posts member/nonmembers financial transactions, including deposits, withdrawals, and loan payments; sells money orders and gift cards to members; transfers amounts from member accounts as directed. Assists with initiating and completing a variety of services, including but not limited to account maintenance, debit card and check orders, wire transfers, ACH requests and fraud inquires.
Senior Business Banking Relationship Manager First Horizon BankSenior Business Banking Relationship ManagerMiami, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. The Business Banking Relationship Manager, Sr is a high-level banker role responsible for developing, managing, and expanding business relationships for a portfolio of small to midsized businesses.
Business Banking Relationship Manager First Horizon BankBusiness Banking Relationship ManagerNaples, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. At First Horizon, our Business Banking Relationship Manager plays a pivotal role improving the lives of our clients and the well-being of their businesses through financial solutions, education, achieving their financial goals.
Residential Mortgage Underwriter Amerant BankResidential Mortgage UnderwriterCoral Gables, FLFull timeAdditionally, knowledge of regulatory frameworks guides the officer in implementing policies that safeguard the institution against credit risk while promoting responsible lending. Proficiency with mortgage software and data analysis tools enables the officer to efficiently monitor credit portfolios and generate insightful reports.
Commercial Relationship Manager III First Horizon BankCommercial Relationship Manager IIICoral Gables, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions.
Senior Commercial Relationship Manager First Horizon BankSenior Commercial Relationship ManagerOrlando, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions.