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Current opportunities at The Mergis Group - Financial Services Division
Florida
Premier Banking Market Executive – Atlanta, Tampa or Miami (RELO CANDIDATES ACCEPTED)
- Client is seeking a premier/premier banking executive to lead a multi-state territory
Credit Manager South FL
- Client is seeking credit manager for a healthcare lending team. Open to relocation.
Commercial Lenders South and Central FL
- Client is seeking C&I Lenders who have called on companies with revenues of $5MM-50MM
Associate Wealth Advisor, Miami FL
- Client is seeking associate wealth advisor to work with Sr wealth advisors and work with ultra-high net-worth
clients. MBA required. CFA preferred. Series 7-66 preferred.
Private Bankers – Tampa, Naples and Sarasota
- Client is seeking experienced Private Bankers (Series 7 and 66)
Franchise Lender – Jacksonville, Tampa and Miami
- Client is seeking an experienced Franchise/Restaurant lender to cover the Florida market.
Portfolio Managers– West Palm and Orlando
- Client is seeking investment managers. MBA and CFA preferred. 500MM in private wealth management
accounts.
Compliance Officer – Miami, FL
- Client is seeking compliance officer for its broker dealer operations.
Controller – South FL
- Client is seeking controller to manage day to day operations, month end closing and reporting. CPA and
banking experience required.
Underwriter – Miami, FL
- Client is seeking experienced underwriter with real estate experience.
Banking Professionals
Wealth Advisor –South FL
- Client is seeking experienced wealth advisor to work with high net-worth clients within their wealth
management team.
Financial Regulatory Analyst – Miami, FL
- Client is seeking experienced analyst to provide audit report, review of sub-ledgers and review reconciliations and
prepare reporting for FDIC
Pennsylvania, New Jersey and New York
Commercial Lender – Philadelphia (Center City), South Jersey and Berwyn
- Clients are seeking C&I Lenders that have experience calling on companies with revenues of $5MM-50MM
Commercial Real Estate Lender – Harrisburg and Lancaster
- Client is seeking experienced CRE Lenders or Portfolio Managers in Central PA
Credit Analyst – South Jersey
- Client is seeking C&I/CRE analysts with two to five years experience
Community Development Underwriter – Philadelphia (Center City)
- Client is seeking underwriters who have experience with multifamily and/or non-profit transactions
Credit/Risk Director (Equipment Leasing Team) – Philadelphia
- Client is seeking a seasoned credit professional in the small ticket space to lead credit/portfolio management,
workout and collections
Corporate Lender – Philadelphia and NYC
- Client is seeking experienced Lenders who have called companies with revenues of $200MM-2B
Franchise Lender – Philadelphia or South Jersey
- Client is seeking an experienced Franchise/Restaurant expert
Maryland, DC and Virginia
CRE Analyst – Montgomery County
- Client is seeking a two to five year level CRE Analyst from a large bank of REIT
SBA Division Director – Mid-Atlantic Region
- Client is seeking an executive level SBA professional to help formalize and build an SBA Unit
Commercial Lender – Baltimore, Bethesda, DC, Bowie, Annapolis, McLean, Arlington, Fredericksburg, Manassas and
Reston
- Clients are seeking experienced C&I Lenders who call on companies with revenues of $5MM-50MM
Compliance Officer – McLean and Potomac
- Client is seeking an experienced mortgage compliance professional with strong HMDA, CRA and TILA
experience
Credit Analyst – McLean and Reston
- Client is seeking junior level analysts with 6 months to 2 years experience
Branch Manager – Tyson’s Corner, Arlington, Silver Spring and Gaithersburg
- Client is seeking experienced BM’s with strong business development skills
DE Mortgage Underwriter – Bethesda and Rockville
- Client is seeking experienced mortgage underwriters with atleast two years experience
Loan Documentation Specialist – Bethesda
- Client is seeking an experienced documentation professional with LaserPro experience
Workout Officer/Portfolio Manager – Fairfax
- Client is seeking a junior level workout professional with five to eight years experience
Construction Loan Administrator – Fairfax
- Client is seeking a loan administrator with strong real estate experience
Mortgage Processor – Ellicott City, Lutherville, Fairfax and Bethesda
- Client is seeking experienced processors
Post Closer – Bethesda
- Client is seeking an experienced post closer
Portfolio Manager (C&I) – Baltimore and Tyson’s Corner
- Client is seeking PM’s who have dealt with companies with revenues of $10MM-100MM
Senior Credit Analyst – Towson
- Client is seeking an analyst with atleast five years experience in corporate banking (revenues of $30MM-1B+)
CRE Lender – Tyson’s Corner, Arlington, Manassas and Chantilly
- Client is looking for experienced CRE Lenders with in-market contacts
Controller – Bethesda
- Client is seeking an experienced controller who has banking experience
Franchise Lender – Tyson’s Corner
- Client is seeking an experienced Franchise/Restaurant expert
If you would like to be removed from this list, please reply back to this email and request to be removed.
Best regards,
Carlos Sandoval, MBA
Practice Director
Financial Services Division Florida
The Mergis Group, a Randstad Company
701 NW 62nd
Ave. (Waterford Way) Suite 720 - Miami, FL 33126
Phone: 305-265-5300 Ext. 80062 Cell: 786-325-9941 Fax: 305-263-6676
CarlosSandoval@mergisgroup.com
Connect with me at: www.linkedin.com/in/carlossandoval/
With increasing pressure and workforce demands brought on by the changing economy, your hiring decisions are becoming more
important to your bottom line every day. The Mergis Group, a Randstad Company, can help you find the highly-qualified banking and
mortgage professionals you need to stay productive and competitive.
Built on 30 years of expertise, The Mergis Group is a specialized professional placement firm that provides high-touch recruiting
services to a variety of banking and mortgage organizations, from small community branches to some of the largest commercial
institutions in North America. Based on a solid understanding of the financial services industry, our recruiting team is equipped with
the insight, market knowledge and established relationships to help you find the best candidates for your key positions.
The Mergis Group, a Randstad Company, keeps its finger on the pulse of the industry, so we know what is happening now, what may
be coming down the road and what skills are relevant. Accordingly, we cultivate our pipeline of candidates to reflect current and
future market requirements. As one of our strongest differentiators from other recruiting firms, this deep industry expertise enables us
to be a strategic workforce partner for companies looking to proactively address the changes impacting the evolving banking and
mortgage industries. We can help you strategically align your organization to meet your critical talent requirements today, as well as
plan for the future.
Our recruiting team is comprised of seasoned financial professionals who use their prior experience, industry knowledge and
networking capabilities to attract the brightest, most qualified candidates to your open positions. Our consultative, practice-specific
approach has helped thousands of businesses acquire quality employees that have become meaningful contributors to their workforce.
With The Mergis Group, a Randstad Company, as your recruiting partner, you will be connected to a vast supply of resources and
knowledge that will give you a distinct hiring advantage. Known for thought leadership and our ground-breaking Emerging Workforce
Study, we will share insight to help you better understand the emerging trends in worker attitudes and preferences, empowering you to
attract and retain the best talent. With a nationwide network of sources and an exclusive database of qualified candidates, you will
benefit from both the strength of a large, established company and expansive geographic footprint, as well as the local recruiting
relationships being built every day right in your neighborhood.
We listen. When you choose The Mergis Group, a Randstad Company, you are getting industry experts focused on your best interests.
Driven by recruiting best practices, we will partner with you to deliver the high-performing direct-hire and project-based professionals
you need to meet your business goals. The Mergis Group, Randstad Company, places a broad range of professionals covering all
facets of the financial services industry, such as:
Commercial banking Treasury management CMBS
Business banking Restructuring/turnaround consulting Asset based lending
Retail banking Title services SBA lending
Investment banking Loan operations Equipment leasing
Private equity Compliance Healthcare/HUD finance
Real estate Credit/risk management Auto finance
Mortgage Workout And more…
Wealth management Loss mitigation
For top banking and mortgage talent, backed by recruiting expertise, exceptional service and integrity, contact The Mergis Group, a
Randstad Company.
Banking Professionals
Carlos Sandoval, MBA
Practice Director-Florida
Financial Services Division
Office: 305-265-5300
Cell: 786-325-9941
carlossandoval@mergisgroup.com
Practice Director
Financial Services Division FL
Ph: 305-265-5300 Email:carlossandoval@mergisgroup.com
The Mergis Group, a Randstad Company
Carlos Sandoval is the Practice Director of The Mergis Group’s Financial Services
Division in Florida. The Mergis Group, a Randstad Company, is a leading professional
placement firm that specializes in search and recruitment for positions
in finance and accounting, engineering and manufacturing, sales and marketing, financial services, legal and
human resources. Carlos holds a Bachelor’s of Accounting from Florida International University in Miami,
Florida. Carlos has over 18 years of experience in business management, accounting and finance working for
multinationals in a wide range of industries. His professional development has taken him to be part of the
leadership of several finance departments in large corporations from the US to Europe. He has held
positions as financial reporting manager for Panalpina, Inc., and assistant division controller for World Fuel
Services, Inc (NYSE: INT), as well as controllership positions in the US for companies with extensive global
operations.
Carlos was born in Peru and has lived in Peru, Bolivia, Holland and the U.S. He has worked extensively in Asia,
Europe and Latin America. Carlos is a graduate of the OneMBA, the Global Executive MBA at University of North
Carolina at Chapel Hill, an innovative global program in partnership with five premier business schools in Asia,
Latin America, Europe and the U.S. His graduate studies focused on Cross-Cultural Management and Global
Management. He has been a champion of the strategic diversity initiatives at Bank of America and provided training
and coaching to the bank’s affinity groups. Carlos joined Wachovia as the Vice President
Diversity Recruiting Strategy for the General Banking Group and later took the role of Executive Diversity
Recruiter for the Wealth, Brokerage and Retirement Services Group at Wells Fargo.
Very active in the professional and business community, Carlos founded the Charlotte Chapter and sits on the
Boards of the Association of Latino Professionals in Accounting and Finance Charlotte Chapter
(www.ALPFA.org ). He is passionate about helping small businesses address challenges and has supported the
growth of Community Anchors, (www.communityanchors.org) a non-for-profit organization that helps small
businesses in Charlotte expand in the market place. He has also been a business mentor for companies in Latin
America through Endeavour Foundation in New York. Carlos, his wife Susana and son, Diego Alonso live in
Weston, South Florida.
Company Profile
Randstad US is a wholly owned subsidiary of Randstad Holding NV, an $22.5 billion global provider of HR
services and the second-largest staffing organization in the world. We play a pivotal role in shaping the world of
work, leveraging the true value of human capital for the benefit of our clients, candidates, employees and
investors. Randstad offers a comprehensive range of HR services to our clients. We provide temporary,
temporary to hire, direct hire and outsourced placement services for local and global customers and fulfill all
aspects of commercial and professional staffing within Accounting & Finance, Office & Administration,
Engineering, Healthcare, IT, Legal, Life Sciences, and Manufacturing & Logistics. Other offerings include
payroll processing, managed services, recruitment process outsourcing and HR consulting solutions.
Randstad provides skills assessments, career counseling, training, health coverage and 401(k) to eligible
internal and external employees. With its 4,800 employment experts, Randstad puts an average of 125,000
people to work in the U.S. each week, through its network of more than 1,000 branches and client-dedicated
locations.
Please visit our websites for more information about Randstad Finance & Accounting (www.financerandstadus.com)
& The Mergis Group. (www.mergisgroup.com)
Finacial Services Professionals

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The Mergis Group, a Randstad company- Financial Services Division May 2013 update

  • 1. Current opportunities at The Mergis Group - Financial Services Division Florida Premier Banking Market Executive – Atlanta, Tampa or Miami (RELO CANDIDATES ACCEPTED) - Client is seeking a premier/premier banking executive to lead a multi-state territory Credit Manager South FL - Client is seeking credit manager for a healthcare lending team. Open to relocation. Commercial Lenders South and Central FL - Client is seeking C&I Lenders who have called on companies with revenues of $5MM-50MM Associate Wealth Advisor, Miami FL - Client is seeking associate wealth advisor to work with Sr wealth advisors and work with ultra-high net-worth clients. MBA required. CFA preferred. Series 7-66 preferred. Private Bankers – Tampa, Naples and Sarasota - Client is seeking experienced Private Bankers (Series 7 and 66) Franchise Lender – Jacksonville, Tampa and Miami - Client is seeking an experienced Franchise/Restaurant lender to cover the Florida market. Portfolio Managers– West Palm and Orlando - Client is seeking investment managers. MBA and CFA preferred. 500MM in private wealth management accounts. Compliance Officer – Miami, FL - Client is seeking compliance officer for its broker dealer operations. Controller – South FL - Client is seeking controller to manage day to day operations, month end closing and reporting. CPA and banking experience required. Underwriter – Miami, FL - Client is seeking experienced underwriter with real estate experience. Banking Professionals
  • 2. Wealth Advisor –South FL - Client is seeking experienced wealth advisor to work with high net-worth clients within their wealth management team. Financial Regulatory Analyst – Miami, FL - Client is seeking experienced analyst to provide audit report, review of sub-ledgers and review reconciliations and prepare reporting for FDIC Pennsylvania, New Jersey and New York Commercial Lender – Philadelphia (Center City), South Jersey and Berwyn - Clients are seeking C&I Lenders that have experience calling on companies with revenues of $5MM-50MM Commercial Real Estate Lender – Harrisburg and Lancaster - Client is seeking experienced CRE Lenders or Portfolio Managers in Central PA Credit Analyst – South Jersey - Client is seeking C&I/CRE analysts with two to five years experience Community Development Underwriter – Philadelphia (Center City) - Client is seeking underwriters who have experience with multifamily and/or non-profit transactions Credit/Risk Director (Equipment Leasing Team) – Philadelphia - Client is seeking a seasoned credit professional in the small ticket space to lead credit/portfolio management, workout and collections Corporate Lender – Philadelphia and NYC - Client is seeking experienced Lenders who have called companies with revenues of $200MM-2B Franchise Lender – Philadelphia or South Jersey - Client is seeking an experienced Franchise/Restaurant expert Maryland, DC and Virginia CRE Analyst – Montgomery County - Client is seeking a two to five year level CRE Analyst from a large bank of REIT
  • 3. SBA Division Director – Mid-Atlantic Region - Client is seeking an executive level SBA professional to help formalize and build an SBA Unit Commercial Lender – Baltimore, Bethesda, DC, Bowie, Annapolis, McLean, Arlington, Fredericksburg, Manassas and Reston - Clients are seeking experienced C&I Lenders who call on companies with revenues of $5MM-50MM Compliance Officer – McLean and Potomac - Client is seeking an experienced mortgage compliance professional with strong HMDA, CRA and TILA experience Credit Analyst – McLean and Reston - Client is seeking junior level analysts with 6 months to 2 years experience Branch Manager – Tyson’s Corner, Arlington, Silver Spring and Gaithersburg - Client is seeking experienced BM’s with strong business development skills DE Mortgage Underwriter – Bethesda and Rockville - Client is seeking experienced mortgage underwriters with atleast two years experience Loan Documentation Specialist – Bethesda - Client is seeking an experienced documentation professional with LaserPro experience Workout Officer/Portfolio Manager – Fairfax - Client is seeking a junior level workout professional with five to eight years experience Construction Loan Administrator – Fairfax - Client is seeking a loan administrator with strong real estate experience Mortgage Processor – Ellicott City, Lutherville, Fairfax and Bethesda - Client is seeking experienced processors Post Closer – Bethesda - Client is seeking an experienced post closer
  • 4. Portfolio Manager (C&I) – Baltimore and Tyson’s Corner - Client is seeking PM’s who have dealt with companies with revenues of $10MM-100MM Senior Credit Analyst – Towson - Client is seeking an analyst with atleast five years experience in corporate banking (revenues of $30MM-1B+) CRE Lender – Tyson’s Corner, Arlington, Manassas and Chantilly - Client is looking for experienced CRE Lenders with in-market contacts Controller – Bethesda - Client is seeking an experienced controller who has banking experience Franchise Lender – Tyson’s Corner - Client is seeking an experienced Franchise/Restaurant expert If you would like to be removed from this list, please reply back to this email and request to be removed. Best regards, Carlos Sandoval, MBA Practice Director Financial Services Division Florida The Mergis Group, a Randstad Company 701 NW 62nd Ave. (Waterford Way) Suite 720 - Miami, FL 33126 Phone: 305-265-5300 Ext. 80062 Cell: 786-325-9941 Fax: 305-263-6676 CarlosSandoval@mergisgroup.com Connect with me at: www.linkedin.com/in/carlossandoval/
  • 5. With increasing pressure and workforce demands brought on by the changing economy, your hiring decisions are becoming more important to your bottom line every day. The Mergis Group, a Randstad Company, can help you find the highly-qualified banking and mortgage professionals you need to stay productive and competitive. Built on 30 years of expertise, The Mergis Group is a specialized professional placement firm that provides high-touch recruiting services to a variety of banking and mortgage organizations, from small community branches to some of the largest commercial institutions in North America. Based on a solid understanding of the financial services industry, our recruiting team is equipped with the insight, market knowledge and established relationships to help you find the best candidates for your key positions. The Mergis Group, a Randstad Company, keeps its finger on the pulse of the industry, so we know what is happening now, what may be coming down the road and what skills are relevant. Accordingly, we cultivate our pipeline of candidates to reflect current and future market requirements. As one of our strongest differentiators from other recruiting firms, this deep industry expertise enables us to be a strategic workforce partner for companies looking to proactively address the changes impacting the evolving banking and mortgage industries. We can help you strategically align your organization to meet your critical talent requirements today, as well as plan for the future. Our recruiting team is comprised of seasoned financial professionals who use their prior experience, industry knowledge and networking capabilities to attract the brightest, most qualified candidates to your open positions. Our consultative, practice-specific approach has helped thousands of businesses acquire quality employees that have become meaningful contributors to their workforce. With The Mergis Group, a Randstad Company, as your recruiting partner, you will be connected to a vast supply of resources and knowledge that will give you a distinct hiring advantage. Known for thought leadership and our ground-breaking Emerging Workforce Study, we will share insight to help you better understand the emerging trends in worker attitudes and preferences, empowering you to attract and retain the best talent. With a nationwide network of sources and an exclusive database of qualified candidates, you will benefit from both the strength of a large, established company and expansive geographic footprint, as well as the local recruiting relationships being built every day right in your neighborhood. We listen. When you choose The Mergis Group, a Randstad Company, you are getting industry experts focused on your best interests. Driven by recruiting best practices, we will partner with you to deliver the high-performing direct-hire and project-based professionals you need to meet your business goals. The Mergis Group, Randstad Company, places a broad range of professionals covering all facets of the financial services industry, such as: Commercial banking Treasury management CMBS Business banking Restructuring/turnaround consulting Asset based lending Retail banking Title services SBA lending Investment banking Loan operations Equipment leasing Private equity Compliance Healthcare/HUD finance Real estate Credit/risk management Auto finance Mortgage Workout And more… Wealth management Loss mitigation For top banking and mortgage talent, backed by recruiting expertise, exceptional service and integrity, contact The Mergis Group, a Randstad Company. Banking Professionals Carlos Sandoval, MBA Practice Director-Florida Financial Services Division Office: 305-265-5300 Cell: 786-325-9941 carlossandoval@mergisgroup.com
  • 6. Practice Director Financial Services Division FL Ph: 305-265-5300 Email:carlossandoval@mergisgroup.com The Mergis Group, a Randstad Company Carlos Sandoval is the Practice Director of The Mergis Group’s Financial Services Division in Florida. The Mergis Group, a Randstad Company, is a leading professional placement firm that specializes in search and recruitment for positions in finance and accounting, engineering and manufacturing, sales and marketing, financial services, legal and human resources. Carlos holds a Bachelor’s of Accounting from Florida International University in Miami, Florida. Carlos has over 18 years of experience in business management, accounting and finance working for multinationals in a wide range of industries. His professional development has taken him to be part of the leadership of several finance departments in large corporations from the US to Europe. He has held positions as financial reporting manager for Panalpina, Inc., and assistant division controller for World Fuel Services, Inc (NYSE: INT), as well as controllership positions in the US for companies with extensive global operations. Carlos was born in Peru and has lived in Peru, Bolivia, Holland and the U.S. He has worked extensively in Asia, Europe and Latin America. Carlos is a graduate of the OneMBA, the Global Executive MBA at University of North Carolina at Chapel Hill, an innovative global program in partnership with five premier business schools in Asia, Latin America, Europe and the U.S. His graduate studies focused on Cross-Cultural Management and Global Management. He has been a champion of the strategic diversity initiatives at Bank of America and provided training and coaching to the bank’s affinity groups. Carlos joined Wachovia as the Vice President Diversity Recruiting Strategy for the General Banking Group and later took the role of Executive Diversity Recruiter for the Wealth, Brokerage and Retirement Services Group at Wells Fargo. Very active in the professional and business community, Carlos founded the Charlotte Chapter and sits on the Boards of the Association of Latino Professionals in Accounting and Finance Charlotte Chapter (www.ALPFA.org ). He is passionate about helping small businesses address challenges and has supported the growth of Community Anchors, (www.communityanchors.org) a non-for-profit organization that helps small businesses in Charlotte expand in the market place. He has also been a business mentor for companies in Latin America through Endeavour Foundation in New York. Carlos, his wife Susana and son, Diego Alonso live in Weston, South Florida. Company Profile Randstad US is a wholly owned subsidiary of Randstad Holding NV, an $22.5 billion global provider of HR services and the second-largest staffing organization in the world. We play a pivotal role in shaping the world of work, leveraging the true value of human capital for the benefit of our clients, candidates, employees and investors. Randstad offers a comprehensive range of HR services to our clients. We provide temporary, temporary to hire, direct hire and outsourced placement services for local and global customers and fulfill all aspects of commercial and professional staffing within Accounting & Finance, Office & Administration, Engineering, Healthcare, IT, Legal, Life Sciences, and Manufacturing & Logistics. Other offerings include payroll processing, managed services, recruitment process outsourcing and HR consulting solutions. Randstad provides skills assessments, career counseling, training, health coverage and 401(k) to eligible internal and external employees. With its 4,800 employment experts, Randstad puts an average of 125,000 people to work in the U.S. each week, through its network of more than 1,000 branches and client-dedicated locations. Please visit our websites for more information about Randstad Finance & Accounting (www.financerandstadus.com) & The Mergis Group. (www.mergisgroup.com) Finacial Services Professionals