Job Results
Financial Services
Posted 4 weeks
Real Estate Property Accounting Analyst
DLP Capital - Saint Augustine, FL
The Real Estate Property Accounting Analyst plays a critical role in supporting accurate, timely, and consistent asset-level financial reporting across the portfolio. This position serves as a bridge between property accounting and portfolio analytics, ensuring the integrity of financial data while contributing to asset-level performance insights. Reporting to the Director of Strategic Initiatives & Controls and working closely with the Director of Property Management Accounting, this role supports financial reporting, valuation processes, and ongoing analysis of property performance. This role requires strong attention to detail, analytical thinking, and a foundational understanding of property operations and financial reporting. What you have already achieved: (Requirements) Bachelor's degree in Accounting, Finance, Business or a related field. Foundational understanding of accounting principles and practices, developed through academic coursework and/or internship experience (exposure to property accounting or real estate analysis is a plus). Demonstrated experience with data entry and record-keeping, with a strong emphasis on accuracy and attention to detail. Strong written and verbal communication skills, with the ability to clearly present financial information. Highly motivated with a demonstrated eagerness to learn and grow within the real estate and portfolio finance field. Self-starter with the ability to work independently while also collaborating effectively in a team-oriented, fast-paced environment. Strong analytical, organizational, and problem-solving skills, with the ability to manage multiple priorities and meet deadlines. Experience with property management or accounting systems (e.g., Yardi, AppFolio) is preferred. Proficiency in Google Workspace (Sheets, Docs); familiarity with financial reporting in spreadsheet-based environments is a plus. What you are great at: (Responsibilities) Reconcile monthly property-level financial statements, ensuring accuracy and completeness across all assets. Review general ledger activity to verify proper classification of revenue, expenses, and reimbursements. Assist in the analysis of income statements, including variance analysis and trend identification. Perform rent roll reviews and tie-outs to leases and financial statements to ensure data integrity. Validate tenant-level and property-level data within systems such as AppFolio and other property management platforms. Track and analyze key performance metrics, including occupancy, market rents, and operating performance across the portfolio. Support the preparation of financial reporting packages for internal stakeholders, including asset management and executive leadership. Contribute to the valuation process by gathering, organizing, and validating asset-level data for third-party appraisers and auditors. Assist with internal and external audit requests by organizing and providing accurate financial documentation. Identify discrepancies or inconsistencies in financial data, proactively investigate root causes, and escalate with recommended solutions. Collaborate cross-functionally with property management, accounting, and asset management teams to ensure alignment in reporting and operations. Maintain organized and auditable documentation of financial reports, reconciliations, and supporting schedules. Analyze trends in market rents, occupancy, and non-recurring items to provide insights that support strategic planning and decision-making. Perform administrative and accounting-related duties as needed to support team objectives. Identify and tag non-recurring or extraordinary items within financials, supporting accurate normalization of Net Operating Income (NOI) for valuation and appraisal analyses. Participate in special projects and other initiatives as assigned. What you're motivated by: Making an impact. Whether it's the residents who call our Thriving Communities home, the investors who trust us to be stewards of their capital, or the sponsors we work with to 10x their business, everything we do is about making an impact. Challenges. You see roadblocks as opportunities and are proactive in finding solutions. Growth. We've been named to the Inc. 5000 as one of the Fastest-Growing Private Companies in America for thirteen consecutive years. Who We Are What We Do In One Sentence: We finance the building of Thriving Communities. Our Mission: We are changing the nation through the building of Thriving Communities. We are the leader in funding the building of Thriving Communities centered in safe, attainable housing. Our Purpose: To passionately make an extraordinary impact by transforming lives and building Thriving Communities. Our Big, Hairy, Audacious Goal (BHAG): To positively impact and transform 10 million lives by funding the building of 5,000 Thriving Communities, becoming one of America's 100 largest private companies. Our Culture: We work hard, marching towards ambitious goals driven by a purpose that's bigger than ourselves. We are impact-driven, seeking to make a difference not just on the affordable housing crisis but also in the lives of our employees, investors, and partners. We are disciplined, following our exclusive Elite Execution System to develop personally and professionally. We strive to Live Fully, finding fulfillment in all areas of our lives. Our Core Values: Driven For Greatness: We are driven by the pursuit of knowledge and the paramount importance of a growth mindset, cultivating greatness both personally and professionally. Living Fully: We prioritize living fully with a dedication to achieving optimal health in all aspects of life: faith, family, friends, freedom, fun , fulfillment, fitness, and finance. We are intentional with our time, integrating the 8fs of our life to achieve our goals & God's goals. Grit: We have the endurance and unshakable commitment necessary to achieve our visionary long-term goals. Community: We elevate the greater good over individual interests, magnifying our impact and cultivating thriving relationships with investors, sponsors, residents, and our colleagues. Authenticity: We are true to ourselves and others, steadfast in our beliefs and values. We hold ourselves and others accountable, fostering open dialogue to propel growth. Prepared to Win: We apply discipline to our thoughts and our actions, which leads us to put forth consistent effort and commitment doing the important proactive work despite the urgent priorities we face each day. We plan to win, and are prepared for volatility and challenges. Kingdom Impact: We share God's love and transformative power through our labor, serving everyone in God's likeness. The world will know God more through our work and how we do it. Twenty-Mile March: We march towards clear, well-defined goals and objectives with unwavering focus, constantly evaluating our performance and course correcting as needed. Stewardship: We are guided by our commitments to those who trust us with their capital, their communities, and their careers. Servant Leadership: We lead with high standards & deep devotion. We display as humble confidence as we build deep relationships and trust. We show the way through the forest, empowering growth, accountability, and a founder's mentality, with team members regularly asking "What else can I do to achieve the desired results?" Benefits and Perks: Unlimited PTO, health/dental/vision/life insurance, 401(k) matching, parental leave, adoption services reimbursement/learning/educational incentives, Volunteer Time Off, well-being programs, company events, self improvement/productivity tools, & the incredible feeling of making a difference. Equal Opportunity Employer: DLP is a committed Equal Opportunity Employer. If you are a qualified individual with a disability and require assistance in searching for a position or submitting an application, please contact HR at [email protected]. Offers of employment are conditional upon satisfactory completion of pre-employment background verification (including E-Verify). California applicants can view our California Data Privacy Policy here. #LI-CL1 #LI-ONSITE
Posted 4 weeks
Comptroller – Construction Industry/Utility Contractor
TB Landmark Construction, Inc. - Jacksonville, FL 32226
*Company Overview* TB Landmark Construction, Inc. is a dynamic leader in the Pipeline, Horizontal Directional Drilling (HDD), and Underground Utility sectors. Since 1999, our company has grown through a commitment to performance, innovation, and delivering exceptional project outcomes across multiple regions. *About the Role* We are seeking an experienced and detail-oriented *Comptroller* to oversee the financial operations of our growing construction company. The ideal candidate will have a strong accounting and finance background, extensive experience in the construction industry, and a thorough understanding of job costing, work-in-progress (WIP) reporting, and construction financial management. This is a key leadership position responsible for ensuring financial accuracy, maintaining internal controls, and providing strategic financial guidance to support company growth. *Key Responsibilities* * Oversee all accounting and financial operations, including general ledger, accounts payable, accounts receivable, payroll, and cash management. * Prepare monthly, quarterly, and annual financial statements. * Manage construction job costing, project profitability analysis, and Work-in-Progress (WIP) schedules. * Monitor project budgets, cost tracking, and forecasting. * Develop and maintain internal financial controls and accounting procedures. * Coordinate annual audits, tax preparation, and regulatory compliance. * Manage banking relationships, bonding requirements, and insurance reporting. * Prepare cash flow forecasts and financial analyses for executive management. * Supervise and mentor accounting staff. * Collaborate with project managers to ensure accurate financial reporting throughout each project's lifecycle. * Ensure compliance with GAAP and applicable federal, state, and local regulations. *Qualifications* * Bachelor's degree in Accounting, Finance, or a related field (CPA preferred). * Minimum of *5–10 years of progressive accounting experience*, with at least *3–5 years in the construction industry*. * Strong knowledge of: * Construction accounting * Job costing * Percentage-of-completion accounting * WIP reporting * Financial reporting and budgeting * Experience with construction accounting software such as Sage Contractor 100 * Advanced proficiency in Microsoft Excel. * Excellent analytical, organizational, and leadership skills. * Strong communication skills with the ability to work collaboratively across departments. *Preferred Qualifications* * CPA designation. * Experience working with multi-entity organizations. * Familiarity with union payroll, certified payroll, and contract compliance. * Experience managing bonding capacity and lender reporting. *What We Offer* * Competitive salary based on experience * Performance-based bonus opportunities * Comprehensive health, dental, and vision insurance * IRA with company match * Paid time off and company holidays * Professional development opportunities * Stable, growing company with a collaborative team environment *Apply Today* If you are an experienced construction accounting professional who thrives in a fast-paced environment and enjoys helping drive business success, we'd love to hear from you. Pay: $130,000.00 - $150,000.00 per year Benefits: * Dental insurance * Disability insurance * Health insurance * Life insurance * Paid sick time * Paid time off * Retirement plan * Vision insurance Work Location: In person
Posted 4 weeks
Financial Sales Manager (Retail Branch Manager- External Business Development)
First Citizens Bank - Jacksonville, FL 32258
Overview: At First Citizens Bank, together we become better. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work. As a Financial Sales Manager at First Citizens Bank your role will be primarily focused on outbound calling activities to generate new business opportunities and may occasionally partner with a business or commercial banker to provide expertise around business deposits and related services. You will manage sales efforts and associates in a boutique business branch location, overseeing office operations with the support of an operations specialist. Responsibilities: Team Management - Manage performance and personnel functions for a team, ensuring operational soundness while executing on a plan to deliver results that create value for the customer and meet the financial expectations of the bank. Drive accountability to role expectations, responsibilities and authorities, providing one on one feedback and coaching that supports associate development and achievement of results. Regularly and proactively leverage the expertise of bank partners, other managers or team Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, represents the Bank in the community by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Engage in sales practices that are aligned to create value for both the customer and the bank. Appropriate partnering, planning and preparation occurs to ensure conversations provide the relevant financial guidance needed to drive informed decisions. Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance. Qualifications: Bachelor's Degree and 4 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED and 8 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory License or Certification Type: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided. Required Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Financial analysis, Knowledge of business banking products and services, Business development, Networking and building centers of influence Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
Posted 4 weeks
Part Time (30 Hours) Associate Banker, King and Granada Branch, Saint Augustine, FL
JPMorganChase - Saint Augustine, FL 32084
JOB DESCRIPTION At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions – helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings. Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – partnering with other branch team members to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients. Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience. Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience. ABOUT US Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans ABOUT THE TEAM Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Posted 4 weeks
Relationship Banker I – Regency
Regions Financial - Jacksonville, FL 32225
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create meaningful personal connections with customers while processing transactions, identify ways for Regions to meet customer needs, and assist in resolving end to end customer service inquiries. This role offers an exciting opportunity for candidates with prior teller, limited banking, or some retail sales experience who are interested in beginning a career with opportunities for growth, development, and upward mobility. Regions' mission is to make life better for our customers and communities. The successful candidate should be ambitious and adaptable with a desire to educate customers on the ability to bank when, where, and how they want. This requires an individual who has strong communication skills and the ability to provide personalized customer service. Primary Responsibilities Provides a consistent optimal customer experience on the cash line while handling customers’ transactional needs, such as deposits, withdrawals, payments, and other typical teller transactions Answers customer inquiries regarding products and services and fulfills basic servicing requests, such as new/replacement cards, information changes, PIN reset requests, reordering checks, and basic problem resolution Develops relationships with customers, remaining well-informed about the customer’s relationship with the bank Educates customers on standard consumer products and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier Assists branch and fellow team members with basic tasks to aid in customer problem resolution Refers customers to an internal team of experts when more complex financial goals and needs are recognized Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions’ solutions May conduct outbound phone calls using generated customer and prospect lead lists to educate customers on emerging technology and assist with meeting their financial needs This position requires the tracking of time for hours worked in excess of 40 per week and is eligible for overtime under the Fair Labor Standards Act. This position is incentive eligible. Requirements High School Diploma or GED Ability to work Saturdays as needed Ability to handle cash and process cash transactions Ability to communicate in person, on the phone, and through electronic channels Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor Ability to walk and stand for extended periods of time Ability to lift up to twenty (20) pounds Preferences One (1) year of banking, cash-handling, and/or customer service experience Skills and Competencies Ability to adhere to policies, procedures, and guidelines Ability to assist customers with digital banking offerings Ability to handle multiple priorities simultaneously Ability to oversee large sums of cash Strong customer focus and relationship-building skills Position Type Full time Compensation Details Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. Job Range Target: Minimum: $39,601.10 USD Median: $46,880.00 USD Incentive Pay Plans: This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. Paid Vacation/Sick Time 401K with Company Match Medical, Dental and Vision Benefits Disability Benefits Health Savings Account Flexible Spending Account Life Insurance Parental Leave Employee Assistance Program Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser. https://www.regions.com/about-regions/welcome-portal/benefits Location Details Regency Location: Jacksonville, Florida Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Posted 4 weeks
Finance Manager, FP&A
Avature - Jacksonville, FL
JOB SUMMARY: The Finance Manager is responsible for managing one or more cross functional processes such as reporting, analysis, and forecasts which help to drive One Call’s strategic goals and objectives. This role interacts with business leaders from various areas within the company, leveraging financial knowledge and expertise to establish operational objectives and work plans, often collaborating with other functions as required to complete consolidated financial reporting and analysis. ESSENTIAL DUTIES & RESPONSIBILITIES: * Develops, implements, and maintains reports, procedures, and policies. * Ensures accurate compilation, analysis and reporting of data. * Conducts required analysis and provides relevant information to management team. * Coordinates with various functions to generate expert analysis and reporting. * Assists with planning and achieving of the annual budget. * Manages preparation of budget versus actual reports. * Provides analytical support to business leaders including development of internal management reporting capabilities. * Responsible for, or provides relevant input to financial planning and analysis of ROI business cases, product profitability, etc. * Develops, coordinates, and implements various new and innovative approaches to reporting, analyzing or forecasting data. * Leads and/or is personally responsible for the development of improved and more highly automated reporting, streamlining processes as new enterprise tools become available, and freeing rime for higher levels of analytical studies. * Identifies areas of potential improvement. * Performs other related duties as assigned. EDUCATIONAL AND EXPERIENCE REQUIREMENTS: * Bachelor's degree (B.A. or B.S) in Business Administration or related field required or an equivalent combination of education, training, or work experience. * MBA and/or CPA a plus. * Three or more years of relevant experience. ESSENTIAL KNOWLEDGE, SKILLS & ABILITIES: * Strong analytical, statistical, and problem-solving skills. * Strong data & analysis tool experience (as applicable). * Ability to anticipate problems, solutions, and opportunities in a constantly fluctuating environment. * Excellent verbal communication skills. Ability to clearly articulate complex ideas and processes to various levels. * Strong systems and technical knowledge as applicable to specific role. * Comfortable interacting with senior leaders and executives. * Abilit to delegate, coach, and mentor others for increased levels of responsibility. * Strong business acumen and understanding of business processes and management theory is required. * Ability to identify, address, and resolve employee related issues. * Ability to utilize judgment in decision making. * Ability to meet tight deadlines and work in a fast-paced environment. * Ability to design, document, and implement process improvements. * Ability to work in an environment that aligns with the company's diversity, equity, inclusion and belonging standards. * Ability to work both independently and in a team environment. * Demonstrate our core values of Think Big, Go Fast, Deliver Awe, Win Together and Care Deeply. PHYSICAL/MENTAL DEMANDS & WORK ENVIRONMENT: * This position will be performed in the colleague’s home. Work-from-home requirements include the colleague’s ability to set up computer equipment within their home office. Occasional in-person team meetings may be required depending on the position. * This job is primarily sedentary and may involve repetitive motions; the colleague must be able to remain in a stationary position for extended periods of time, operate a computer and other office equipment, assess information and files stored electronically, and converse/exchange accurate information with others, simultaneously. * The colleague must be able to discern text displayed on a monitor, input data into specific fields using a keyboard, and adjust focus to distances of up to three feet. * The colleague must have the ability to learn new tasks, follow established processes, maintain focus, complete tasks independently, complete multiple tasks simultaneously, communicate professionally with colleagues and customers, and complete tasks in situations that have a speed or productivity requirement. * The colleague must be able to manage moderate to significant mental stress as a result of, but not limited to, a dynamic and heavy workload. Please be advised that job descriptions typically change over time as business needs, job requirements, and employee skill levels change. As such, One Call retains the right to change or assign other duties to this position at any time. Finance Manager Possesses three or more years of relevant experience. Typically maintains responsibility for a function or process of intermediate scope or complexity.
Posted 4 weeks
Commercial Underwriter II
Seacoast Bank - Jacksonville, FL 32207
JOB SUMMARY: Underwriters support the revenue growth and asset quality of the commercial lending line of business by participating in new client relationship development activities, functioning as part of the lending partnership, monitoring existing client relationships, and managing credit risk to ensure that loans are quality assets and well-structured so as to mitigate portfolio risk. Understand the nature of the businesses and industries which the line of business serves. Promote and support the loan policies, credit culture, and strategic initiatives of the bank. Examine, evaluate, authorize, or recommend approval of customer applications for commercial loans. Effectively manage a commercial loan portfolio. Underwriters will utilize strong analytical skills, high-level understanding of business finance, and extensive knowledge to propose and provide solutions to meet customer needs. ESSENTIAL DUTIES AND RESPONSIBILITIES: Analyze the financial information on existing and potential customers to assess the borrower’s and guarantor’s financial condition and ability to repay a loan request, perform periodic or annual reviews and covenant tests, or a loan modification. Investigate all available sources of credit and financial information including reporting services, credit bureaus, and other companies for trade references. Understand the market(s) and industry in which the customer does business. Assess the collateral pledged as security. Meet with and/or call borrower and accountants. Prepare and present financial information, industry data, economic influences, and other market information in the required format and analyze in detail for trends, ratios, cash flow, etc. Prepare analytical credit memoranda which are accurate and insightful, which identify and examine all risks, analyze sources of repayment, cite policy exceptions, and evaluate collateral. Become subject matter expert. Maintain a thorough understanding of the credit culture and loan policy to inform, articulate, and advise of risk appetite and policy adherence and exceptions. Underwriters should be able to handle all loan types, including complex borrowers, with little to no direction, and should be able to negotiate structure with Commercial Bankers on underwriting assignments. Ensure loan agreements are complete and accurate according to loan approval. Support timely loan closing and funding activities. Manage loan portfolio to ensure conformity and servicing with approved terms and compliance with all loan documents. Be cognizant of any developing trends. Proactively work to identify weakness in loans to minimize the bank’s exposure, reduce credit risk, and mitigate delinquency and loss. This includes an on-going understanding of any changes in the risk profile of all loans, monitoring borrowers’ compliance to the loan documents, obtaining, and reviewing any required documentation or reports in a timely fashion, monitoring loan payments, tracking covenant compliance, and performing periodic borrower reviews on a regular basis. Utilize designated authorities judiciously. Assist the Special Assets Department in the management of problem loans, supervision of Watch Loan plan execution, administration of non-accruals, and minimization of charge-offs. Remain current on market and industry issues, trends, regulatory pronouncements, and analytical techniques. Exercise time management and organizational skills. Responsible for assisting other Underwriters to aid in covering overflow. Adhere to Seacoast Bank’s Code of Conduct. EDUCATION and/or EXPERIENCE: A Bachelor’s Degree (BS or BA) degree or higher from a four year accredited institution with a major in finance, accounting, or business preferred. Minimum of seven years of relevant experience with commercial credit analysis, commercial lending, loan structuring, finance, underwriting, and portfolio management or equivalent. Competence may be demonstrated through one or a combination of the following: work experience, training, military experience, and/or education. Formal commercial credit training preferred. Ability to develop and sustain analytic and risk management skills while actively participating in the successful execution of complex transactions. Ability to apply sound judgment in the application of analytical conclusions to credit approval, loan structure, and management recommendations. Familiarity with various industries and commercial property types. Experience evaluating economic and market conditions in the markets or lines of business served. Experience analyzing collateral and collateral valuation. Knowledge of policies, procedures and operations of commercial lending including originations, underwriting, documentation, and credit risk analysis. Formal credit training preferred. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
Posted 4 weeks
Senior Banker II – Oakleaf Plaza Financial Center
Bank of America - Jacksonville, FL 32222
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include balancing working service requests and other transactional activities such as in-person or inbound call delivery. Job expectations include proactively connecting with clients, conducting consistent follow-up routines, and handling complex and diverse client engagements. Responsibilities: Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs Responds to customer inquiries and concerns, creating customized solutions Introduces and fulfills banking products (examples: checking & savings accounts, credit cards, CDs, IRAs, loans) Identifies client needs for licensed sales functions and refer to partners (Merrill, Lending, & Small Business) Quotes rates, terms and programs for banking solutions Manages risk in every business, product and service transaction leveraging available tools Leverages expertise from prior role by interacting with clients with an increased complexity of financial needs Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities Assists, educates, and trains clients on conducting simple transactions through self-service technologies Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements Required Qualifications: Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Confident in identifying solutions for helping new and existing clients based on their needs Strong written and verbal communications skills Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone) Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances Applies strong critical thinking and problem-solving skills to meet clients' needs Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws) Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance Desired Qualifications: Associate's Degree or Bachelor's Degree in business, finance or a related field Experience working in a financial center where goals were met or exceeded Retail and/or sales experience in a salary plus incentive environment Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded Experience with financial information, spreadsheets and financial skills Knowledge of banking products and services Strong computer skills including Microsoft applications and previous experience utilizing laptop technology Skills: Active Listening Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
Posted 4 weeks
Financial Advisor – Jacksonville, FL
Florida Financial Advisors - Jacksonville, FL 32202
Florida Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You don’t need prior financial experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best. Being a Florida financial advisor requires a contemporary way of thinking and doing. At FFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession. On a daily basis, our advisors: * Identify and set appointments with potential clients * Meet with clients to assess their financial needs * Develop customized financial plans to address each of the clients desired goals * Maintain strong relationship with clients, helping them track their progress over time * Provide ongoing consultation and support FFA is different from other firms for many reasons, but our "Google meets Wall Street" culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of Floridians with a sole focus of providing comprehensive financial planning and wealth management services to help Floridians realize their dreams. Some features this position includes: * One-on-one training from seasoned leaders in the local financial planning industry * A comprehensive training program that includes financial planning, analyzing investment portfolios, management and portfolio recommendations, marketing techniques, consultative selling, client service and regulatory compliance * Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results * Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities) *Job Requirements:* * Associate’s degree in business or industry-related field * Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office * Must be a U.S. or Permanent Resident * Willing to work in office Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of a first-year Financial Advisor exceed $70,000 with top earners making an excess of $100,000. Job Type: Full-time Benefits: * Health insurance * Life insurance * Retirement plan Compensation Package: * Bonus opportunities * Commission pay Education: * Associate (Required) Work Location: In person
Posted 4 weeks
Senior Consultant, Strategy, Growth, and Transformation
Deloitte - Jacksonville, FL 32202
Are you energized by working in high-impact, cross-functional environments? Do you enjoy shaping growth strategy and supporting strategic investment decisions? As a Senior Consultant within US Corporate Development, you will help evaluate and advance Deloitte's most strategic investment priorities. You will lead and support complex initiatives across the investment lifecycle - from market assessment and opportunity evaluation to business case development and executive-level recommendations. This role requires strong strategic thinking, analytical rigor, executive communication skills, and the ability to thrive in an environment that is fast-paced, collaborative, and often ambiguous. Recruiting for this role ends on 07/23/2026. Work you'll do As a Senior Consultant, Strategy, Growth, and Transformation on the US Corporate Development team, you will be responsible for: Conducting qualitative and quantitative analyses through market research to inform acquisition target identification, pipeline development, and investment prioritization Sourcing and screening potential acquisition targets aligned to Deloitte's priority growth areas Supporting development of strategic rationale, investment theses, business cases, financial models, and executive-level recommendations for potential acquisitions Managing due diligence workstreams across financial, operational, commercial, technology, and human resources stakeholders, and synthesizing findings into executive-level materials Planning and supporting post-close integration activities, including integration roadmap development, synergy tracking, governance structures, project plans, and milestone tracking A successful candidate would possess these skills: Ability to work independently and collaborate as part of a team Effective written and verbal communication skills Meticulous attention to detail and quality of work product Ability to build and sustain professional relationships Ability to lead projects or workstreams Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment The Team This position is part of Deloitte's US Corporate Development (USCD) function. USCD plays a critical role in shaping Deloitte's future by driving the firm's inorganic and organic growth agenda. The team partners with senior leaders across the firm to evaluate, prioritize, and execute strategic investments that strengthen Deloitte's market position and long-term growth trajectory. USCD operates at the center of strategy, investment execution, and enterprise transformation. Team members work in a high-impact, high-visibility environment, supporting some of the firm's most significant and complex growth initiatives. In this role, you'll join a cohort of Consultants/Senior Consultants for USCD. As part of this dynamic resourcing pool, you'll be deployed to high priority initiatives and projects across the Corporate Development ecosystem, helping the team adapt to evolving market needs and prioritize the most important areas for the firm. This is an internal, non-client-facing role with limited travel as needed for business meetings. The team operates in a remote environment, with flexibility to work from home or a local Deloitte office. QualificationsRequired: Bachelor's degree 4+ years of experience in corporate development, mergers and acquisitions (M&A), investment banking, management consulting, transaction advisory, or private equity 2+ years of experience conducting market research, target screening, and business case development for acquisitions or strategic investments 2+ years of experience building financial models in Microsoft Excel and developing executive-level presentations in Microsoft PowerPoint Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve. Limited immigration sponsorship may be available. Preferred: Master of Business Administration Experience supporting acquisitions across the investment lifecycle, from target evaluation through integration Experience in the professional services industry Experience developing synergy models and value creation assumptions Experience managing due diligence or post-close integration workstreams across cross-functional stakeholders Experience preparing materials for senior executive or board-level stakeholders The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $93000 to $171300. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. EA_ExpHire, EA_FA_ExpHire