Overseeing client delivery and satisfaction in Tax Filing. This includes ensuring timely and accurate responses to clients and partner teams. Additionally, it involves resolving escalations promptly and representing Tax Filing effectively in client meetings. Monitoring and auditing tasks to identify trends and improvement opportunities. You will lead process enhancement e

Incident response for cybersecurity and data privacy incidents Analysis of state, federal, and international privacy laws Drafting legal notices of a data breach to individuals and regulators Responding to regulatory investigations arising out of a data breach Defending privacy lawsuits Drafting privacy and security policies and procedures pursuant to HIPAA, GLBA, CCPA, a

Client Acquisition Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal and external network representing the Bank in the community and markets served. Portfolio Management Manages a portfolio of

Independently manage a litigation caseload, working cases from beginning to end Work closely with other attorneys and Partners on legal projects Regularly handle court appearances and depositions Communicate with clients and provide status reports Why Should You Apply? Excellent Benefits including a 401k match Professional development programs including in house CLE and N

Associate Director Of Finance Job Locations US FL Miami Beach Requisition ID 2024 46890 Category Accounting/Finance Position Type Regular Full Time FLSA Status Exempt Location Name Royal Palm South Beach About Us Infused with Art Deco style, each of our resort's 393 rooms reflect South Beach's colorful spirit. Our hotel soaks in striking views of the Atlantic Ocean and ha

Client Acquisition Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal and external network representing the Bank in the community and markets served. Portfolio Management Manages a portfolio of

Job Title Relationship Manager, LatAm Corporate Title Director Location Miami, FL Overview As the Relationship Manager, you will develop, manage, and retain client relationships in the Mexican or Brazilian market. You will be responsible for the acquisition of assets through expanding existing client relationships and cultivating new relationships for the Bank. Your prima

Asset Recovery Officer Senior Job ID 2024 4929 Category Asset Recovery Type Full Time Workplace policy Hybrid Overview Responsible for the resolution of problem loans, management of litigation relating to collection matters, and management and disposition of OREO portfolio in order to minimize losses. Principal Duties & Responsibilites Analyzes loans and determines the mo

This underwriting position specifically works with national payroll agencies and digital partners and is within a quickly growing division of the AmTrust with opportunities for advancement. Emphasis is placed on providing excellent customer service including quick and timely submission review. Majority of accounts are small to mid market workers comp submissions domiciled

Under the direction of the Director and/or Credit Risk Review Manager, the Credit Review Officer participates in the assessments of the Bank's commercial lending units to assess overall asset quality, risk and compliance with established underwriting policies, procedures, limits, and concentrations. Assess the quality, quantity, direction, and overall credit risk in the o

The Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues.

Reporting to the Retail Credit Review Group Manager, the Credit Review Officer (CRO) provides credit risk assurance for mortgage warehouse lending, residential lending and small business banking businesses; may also support review and examination of commercial loan portfolios (up to 50% of time). Credit Review conducts independent, objective and timely assessments of the

Consistently meets and/or exceed assigned individual and team sales goals. Increases Bank relationships through cross selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service. Develops and maintains a prospect list of potential clients. Participates in networking, outside sales efforts and cold calling as app

Customer Experience Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met Provide follow up to customer questions and find solutions to address issues Be responsive and timely with correspondence to keep lines of com

Consistently meets or exceeds monthly production goals. Increase conforming loan applications through marketing and generating referrals from centers of influence, previous customers and client referrals. Introduce their self sourced customers to other lines of business within the bank. Develop business outside of retail branch network through real estate agents, homebuil