Job Results
Financial Services
Posted 4 weeks
Bodily Injury Claims Adjuster
Berkley - Jacksonville, FL 32246
Company Details: Carolina Casualty is a member company of W. R. Berkley Corporation, an insurance holding company that is among the largest commercial lines insurance writers in the United States. We specialize in liability, physical damage, cargo and other insurance solutions for the commercial auto markets including trucking, public transportation and others. We maintain some of the lowest claim adjuster pending claim counts in the industry. Our adjusters are part of a culture that emphasizes inclusion, collaboration, innovation, and team. Our culture is one where your work is recognized and appreciated. If you want to contribute to an organization where you matter and where you can make a difference, then search no further. The company is an equal opportunity employer. Responsibilities: Carolina Casualty is looking for a talented experienced BI Adjuster who will be responsible for the investigation, evaluation, disposition and settlement of moderate to complex claims involving commercial automobile losses. This includes the investigation, determination and evaluation of coverage, liability and damages, risk transfer, and the timely setting of proper reserves. In addition, the Claims professional will control the insured’s exposures and losses, manage consultants, and achieve a prompt, fair and equitable settlement according to fair claims handling requirements. Lastly the Claims professional will negotiate settlement of claims with varying complexity and perils. Key Functions will include but not be limited to: Oversee and resolve truck, bus, commercial auto and/or public transportation claims. Conducts a prompt, thorough and fair investigation by obtaining relevant facts to determine coverage, origin, and extent of loss losses. Utilize critical thinking and solid judgment to solve problems, make decisions and resolve complex issues inherent in handling losses, as well as plan and organize activities throughout the claim’s management process. Able to write concise reports and effectively communicate contractual issues, technical legal concepts and coverage application in easy to understand terms. Act timely upon emerging information to insure ongoing recognition of the financial exposure on losses within assigned authority as well as promptly communicate to management, if beyond the assigned level of authority. Interpret related claims documentation. Initiate and oversee serious automobile accident investigations and rapid response Develop strategies and effective plans that drive claims to better results Accurately assess and resolve commercial auto insurance coverage issues, analyze facts and allegations in conjunction with all policy provisions, endorsements and amendments Draft declination, Reservation of Rights and other coverage letters Negotiate outstanding settlements Present case statuses/summaries in a clear, concise and understandable manner Documents and communicates all claim activities timely and effectively and in a manner, which supports the outcome of the claim file Experience with Self-Insured Retention (SIR) is a plus Experience with PIP claims is a plus. Qualifications: Bachelor's Degree 5 + years commercial auto claims adjusting experience Adjuster License required Key Competencies Excellent written and verbal communication skills. Excellent organizational and analytical skills with high attention to detail. Ability to work independently, managing time and resources to accomplish multiple tasks in fast-paced, deadline-oriented environment. Strong interpersonal and negotiation skills. Additional Company Details: We do not accept any unsolicited resumes from external recruiting agencies or firms. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Sponsorship Details: Sponsorship not Offered for this Role
Posted 4 weeks
Front Desk Coordinator
Jacksonville, FL 32250
Overview: Front Desk Coordinator “Open Up” to A Whole New Dental Experience Imagine working in a place which delivers best in class patient care and focuses on putting every patient first, every visit. Our guiding principle is empathy, and we want you to join us on our mission to transform the dental experience. Our practice partners with North American Dental Group which provides us with the necessary support in order to fulfill our purpose of ensuring excellent patient care. Wondering how this shapes your job experience? We use our individuality and dental expertise to practice group dentistry and ensure that every patient leaves our office feeling satisfied. Do you have the drive and passion to help others improve their oral health in the way that we do? Come join our team— help us pioneer a new culture of dentistry. Responsibilities: Skills Required to Make a Great “Impression” on Our Team Must be dependable and skilled in quality control when handling financial information, performing insurance verification, and preparing end of the day reports, always keeping our patients worry-free Performs clerical tasks such as sorting, opening, distributing mail, scanning, and photocopying. Answer phone calls and provide information to callers; greet visitors/patients; schedules, verifies, and confirms patient appointments. Explains procedures and/or services to patients using dental knowledge. Presents financial policies and arrangements to patients collect co-payments and verify insurance coverage as appropriate. Tracks appointments due to no-shows, cancellations, and late arrivals Qualifications: So How Can You “Fill” This Role? High School Diploma or equivalent (Associate’s degree preferred) 1-5 years of customer service, insurance, or dental experience preferred Knowledge of dental software, Microsoft Office programs, as well as ability to learn new programs as needed “Brace” Yourself… It only Gets Better Competitive paid time off for full-time and part-time team members which increases as you grow in your career with us Comprehensive benefits package, including 401k Constant opportunities for career growth and continuing education An exciting atmosphere that allows for freedom and individuality – enabling our team to always strive to do the best for our patients Equal Opportunity Employer We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, or any other characteristic protected by law. #NADG3
Posted 4 weeks
Treatment Plan Coordinator
Jacksonville, FL 32250
Overview: Treatment Plan Coordinator “Open Up” to A Whole New Dental Experience Imagine working in a place which delivers best in class patient care and focuses on putting every patient first, every visit. Our guiding principle is empathy, and we want you to join us on our mission to transform the dental experience. Our practice partners with North American Dental Group which provides us with the necessary support in order to fulfill our purpose of ensuring excellent patient care. Wondering how this shapes your job experience? We use our individuality and dental expertise to practice group dentistry and ensure that every patient leaves our office feeling satisfied. Do you have the drive and passion to help others improve their oral health in the way that we do? Come join our team— help us pioneer a new culture of dentistry. Responsibilities: Treatment Plan Coordinator is responsible for greeting and scheduling patients, collecting co-payments, presenting treatment plans, working to ensure schedules meet production goals, and developing reports on production goals. The Treatment Plan Coordinator serves as an advocate and educator in creating treatment plans for dental care. Skills Required to Make a Great “Impression” on Our Team Answers incoming calls using proper telephone etiquette and responds to telephone inquiries from potential patients. Assists the patient in prioritizing the treatment and establishing a plan for scheduling and payment for dental services. Case presentation and acceptance including chair-side treatment planning. Friendly, professional, organized, work with a sense of urgency, and able to manage multiple tasks throughout the day. Conducts treatment plan consultations with new and existing patients to address patient concerns and answer questions regarding dental treatment plans. Schedules, reschedules, and confirms new patient appointments, promoting flexibility and care regarding appointment opportunities to patients seeking care and working to maintain full schedules and maintain office schedule flow. Qualifications: So How Can You “Fill” This Role? 1 year dental experience Excel in multi-tasking and time management Must possess outgoing, friendly, and professional personality with excellent customer service and organizational skills. Experience in dental or medical field with scheduling and verifying insurance preferred Strong computer skills, knowledge of Microsoft Office products, dental software, and ability to learn new programs “Brace” Yourself… It only Gets Better Competitive paid time off for full-time and part-time team members which increases as you grow in your career with us Comprehensive benefits package, including 401k Constant opportunities for career growth and continuing education An exciting atmosphere that allows for freedom and individuality – enabling our team to always strive to do the best for our patients Equal Opportunity Employer We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, or any other characteristic protected by law. #NADG3
Posted 4 weeks
Lead Patient Access Advocate, Part-time Overnights, Baymeadows
Intuitive Health - Jacksonville, FL
Company Description About Intuitive Health Founded in 2008, Intuitive Health pioneered the combined emergency room and urgent care model, setting a new standard for innovation and accessibility in the ambulatory care space. Partnering with leading health systems nationwide, Intuitive Health builds and operates retail healthcare facilities that seamlessly integrate urgent care and emergency services under one roof. This innovative model enhances patient experience, reduces unnecessary emergency care costs, and empowers health systems to expand their market presence. Ranked among the top 1% of global retailers in customer satisfaction, Intuitive Health serves more than 1 million patients annually. For more information, visit IHERUC.com. About Legacy ER & Urgent Care Legacy ER & Urgent Care, an Intuitive Health company, is a leader in hybrid healthcare, offering both Emergency Room and Urgent Care services under one roof. With multiple locations in DFW, we deliver high-quality, compassionate care that’s convenient, efficient, and patient-focused. Job Description Lead Patient Access Advocate, Part-time Overnights, Baymeadows Part-time, Nights, every Saturday at Baymeadows Hours: 7pm - 7am The Front Office Leader must work effectively; they need to remain open to different viewpoints and be good at analyzing information. They must also possess strong leadership abilities to motivate others to implement their policies and procedures. In this position, it is imperative to be able to consistently maintain a pleasant, professional demeanor and make patients and employees always feel welcome. The ability to multitask is a must. • Influence and lead Front Office Staff based on Servant Leadership Principles. • Maintain an appropriate front office environment that is friendly and respectful. • Knowledge of and ability to perform Front Office duties: verifying benefits, checking patients in and out, and collecting copayments, coinsurance, and deductibles. • Assist in hiring, training, and termination of Front Office Staff in conjunction with Leadership. • Conduct performance evaluations for Front Office Staff. • Conduct Front Office Staff Meetings. • Maintain monthly Front Office Scheduling, ensuring all shifts are covered. • Develop Front Office Policies and Procedures with input from Leadership. • This position includes standing, walking, use of hands, reaching, sitting, talking, and listening. This position may require lifting up to 10 pounds. There are no special vision requirements for this position. • This position also requires working near moving mechanical parts. This position would require exposure to moderate noise, such as business printers and computers. • Incumbent will be scheduled based on operational need (rotate shifts, standby, AA, on-call). Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. This is not necessarily an exhaustive list of all responsibilities, performance standards, measurements, skills, or requirements associated with this job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require other or different tasks to be performed when circumstances change. Qualifications • Initiative • Leadership. • Time Management. • Decision Making. • Communication Proficiency • Organization Skills • Relationship Management. • High school diploma or general education degree (GED). • Ability to read, analyze, and interpret general business and medical periodicals, insurance forms, professional journals, technical procedures, or governmental and HIPAA regulations. • Ability to write reports, business correspondence, insurance claim forms and procedure manuals. • Ability to effectively present information and respond to questions from staff, groups of managers, and patients. • Basic math skills including the ability to add, subtract, multiply and divide. • Ability to apply common sense to carry out detailed written or oral instructions. Ability to deal with problems in standardized situations. • Minimum of 2 years of experience in a medical office setting. • Minimum of 2 years of experience in management. • Familiar with insurance and insurance verification. • Knowledge and skills regarding all general office equipment, including telephones, credit card machines, and fax. • Must be computer literate (Word, Excel, Outlook). • Ability to perform multiple tasks simultaneously and to prioritize multiple demands effectively. • Exceptional communication skills and customer service is required. • Solid work history Additional Information Intuitive Health is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law. All employment decisions are based on qualifications, merit, and business needs.
Posted 4 weeks
Patient Coordinator
Great Expressions Dental Centers - Jacksonville, FL 32225
As a Patient Coordinator, you will be the first point of contact for patients visiting or calling the dental office. Your primary responsibility is to provide exceptional customer service by greeting patients, scheduling appointments, managing patient records, and handling general administrative tasks. You will play a vital role in ensuring the smooth operation of the dental practice and maintaining a positive patient experience. Responsibilities: • Provide a warm and friendly welcome to patients as they arrive at the dental practice. • Ensure a comfortable and inviting waiting area for patients. • Maintain a professional and courteous demeanor when interacting with patients. • Schedule appointments for patients, considering their preferences and the availability of dental staff. • Confirm and remind patients about upcoming appointments via phone or other communication channels. • Coordinate with dental staff to manage the appointment calendar efficiently. • Collect and update patient information accurately, including personal details and medical history. • Create and maintain patient records in the dental practice management system. • Ensure patient records are kept confidential and comply with privacy regulations. • Verify and update patient insurance information. • Calculate and collect co-pays, deductibles, and other payments from patients. • Process insurance claims and coordinate with insurance providers for billing inquiries or issues. • Respond to patient inquiries via phone, email, or in person, providing information about dental services, appointment availability, and general practice policies. • Provide clear instructions to patients regarding pre-appointment preparations, forms, and paperwork. • Maintain the cleanliness and organization of the reception area.Coordinate with dental staff to ensure a smooth patient flow and optimize scheduling efficiency. • Communicate effectively with dental hygienists, assistants, and dentists regarding patient arrivals, emergencies, or changes in scheduling. Requirements: • High school diploma or equivalent; additional education or certification in healthcare administration or related field is a plus. • Proven experience as a receptionist or in a customer service role, preferably in a dental or healthcare setting. • Excellent interpersonal and communication skills to interact with patients, colleagues, and third-party stakeholders. • Proficient in using dental practice management software and general office applications (e.g., MS Office, email, appointment scheduling systems). • Strong organizational and multitasking abilities to handle multiple priorities in a fast-paced environment. • Attention to detail and accuracy in maintaining patient records and managing financial transactions. • Knowledge of dental terminology, procedures, and insurance processes is desirable. #IND3 GEDC is committed to diversity and inclusion and is proud to be an equal opportunity employer. All qualified applicants are welcomed and encouraged to apply.
Posted 4 weeks
Summer 2026 Dysruptek Investment Analyst Intern
The Haskell Company - Jacksonville, FL 32207
Overview: Are you ready to move your career forward, and start the BEST job of your life? Haskell is committed to providing you with the resources to help you grow and discover your potential. We promote an environment that encourages innovative ideas and allows you to develop the best “how” to get the job done. Haskell is seeking a Venture Analyst Intern to join their Dysruptek (CVC & Innovation Group). Haskell is a global network of experts providing integrated design, engineering, construction and professional services to clients and communities. Focused on Team, Excellence, Service, and Trust, our culture is collaborative, engaging and focused on continuous learning and development. We have several internship opportunities focused on Architecture, Engineering (Facilities and Manufacturing Design) and Construction for Summer 2026. As an intern, you will participate in training programs and receive training in company management tools, standards, policies, and procedures. This is a great opportunity to learn about the design-build and engineer-procure-construct methodology that drives our company's success. Job Responsibilities: Role will report directly to Managing Director of Dysruptek with a focus on supporting evaluation and analysis of new and existing portfolio companies Produce well-organized, finished design documents of good appearance, accuracy, clarity, and correctness from layouts, sketches or written instructions under minimal supervision. Performs portfolio analysis, tracking, valuation and other calculations as assigned. Evaluation and diligence of potential investment/acquisition opportunities, construction of investment cases of proposed opportunities. Taking introduction calls with startups of potential interest to Dysruptek (Haskell) Building case studies of piloted technologies and producing ROI analysis Regular use of Pitchbook for research and knowledge collection for building investment thesis and general market intelligence relating to AEC industry benchmarks. Review investment documents, coordinating with legal and sponsors for executing prospective deals. Attend relevant conferences and networking events for networking and sourcing opportunities. Interaction with broader Dysruptek team and Haskell organization on communications, pilot support and innovation projects as a supporting role. Education/Experience: College student or high school senior/graduate. Specific Knowledge, Skills, License, Certifications: Good communication and interpersonal skills Motivated worker with high attention to detail and strong graphic design skills preferred Proficiency with the following applications (or similar) is recommended: Revit, Navisworks, Synchro, Lumion, 3D Studio Max, Photoshop, AutoCAD, and Microsoft Office Environmental Factors and/or Physical Requirements: While performing the duties of this job, this position is required to have ordinary ambulatory skills sufficient to visit other locations; and the ability to stand, walk, stoop, kneel, crouch, and manipulate (lift, carry, move) light to medium weights of 10-50 pounds. Requires good hand-eye coordination, and arm, hand and finger dexterity, including the ability to grasp, and visual acuity to use a keyboard, operate equipment and read application/form information. The associate frequently is required to sit, reach with hands and arms, talk, and hear. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, disability, or protected veteran status. Haskell will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990 and the Americans with Disabilities Act Amendments Act of 2008. The job description will be reviewed periodically as duties and responsibilities change with business necessities. Essential and marginal job functions are subject to modification. Haskell is a Drug-Free Workplace. #LI-CD1
Posted 4 weeks
Part Time (30 Hours) Associate Banker, Wildlight Branch, Yulee, FL
JPMorganChase - Yulee, FL 32097
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 and introducing them to our team of experts – 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 appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how 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 – introducing them to our team of experts 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
Underwriter – Mortgage Lending
Truehold - Jacksonville, FL
We are one of the country's premier housing platforms, with a nationwide footprint and rapidly expanding mortgage operation focused on non-QM products, including DSCR, fix-and-flip/RTL, and consumer loans. We operate in a performance-driven environment with a strong emphasis on speed, quality, and risk management. We are seeking a detail-oriented and production-focused Underwriter to evaluate and approve loans across our non-QM product suite. This role is responsible for making sound credit decisions, maintaining high underwriting quality, and meeting aggressive turn time expectations. Responsibilities Loan Underwriting: Review and underwrite non-QM loan files across DSCR, RTL, and consumer products, including income, assets, credit, and collateral. Make clear, well-documented credit decisions in line with company guidelines. Loan Delivery: Ensure loans are structured, underwritten, and conditioned in line with credit policy and investor requirements. Maintain high file quality to support clean submissions and efficient execution. Conditions & Pipeline Management: Issue clear and actionable conditions, manage pipeline effectively, and ensure timely re-review and decisioning. Collaborate with Investors: Understand Investor guidelines and be able to articulate and negotiate condition and document acceptance in a professionally and expeditiously. Turn Time Performance: Meet or exceed SLAs for initial underwrites and condition reviews while maintaining accuracy and consistency. Exception Handling: Evaluate and document exceptions within established guidelines, ensuring disciplined and well-supported credit decisions. Quality & Compliance: Maintain high standards of accuracy and ensure all underwriting decisions comply with internal policies and applicable regulations. Cross-Functional Collaboration: Work closely with Loan Officers, processors, and operations to resolve issues, move files efficiently, and improve overall workflow. Qualifications 3–7 years of mortgage underwriting experience, preferably in non-QM or investor lending. Experience with DSCR, bridge/RTL, or similar non-agency products. Strong understanding of credit risk, income analysis, and loan structuring. Familiarity with LOS systems and underwriting workflows. Ability to manage a high-volume pipeline while maintaining quality and consistency. Strong attention to detail and sound credit judgment. Skills Strong credit analysis and decision-making Time management and prioritization Attention to detail and accuracy Ability to operate in a fast-paced, production environment Clear written and verbal communication
Posted 4 weeks
Head of Underwriting – Mortgage Lending
Truehold - Jacksonville, FL
We are one of the country's premier housing platforms, with a nationwide footprint and rapidly expanding mortgage operation focused on non-QM products, including DSCR, fix-and-flip/RTL, and consumer loans. We operate in a performance-driven environment with a strong emphasis on speed, quality, and risk management. We are seeking an experienced Head of Underwriting to build, lead, and scale a high-performing underwriting organization. This role will own credit policy, underwriting quality, and decisioning speed, ensuring we balance risk management with aggressive growth targets. Responsibilities Team Leadership and Management: Build, lead, and manage a non-QM underwriting team across DSCR, RTL, and consumer products. Establish clear performance expectations and hold the team accountable to SLAs, quality standards, and productivity metrics. Credit Policy Ownership: Develop, refine, and enforce underwriting guidelines across all products. Continuously evolve credit policy based on performance data, market conditions, and investor requirements. Present guidelines and metrics to Investors and Sr Management. Underwriting: Review files prior to submission to Correspondent Lenders. Be able to articulate positions to ensure proper loan conditions and approvals. Underwriting Operations: Own end-to-end underwriting workflows, including file review, conditions, exception handling, and final credit decisions. Ensure consistent, high-quality decisioning across the portfolio. Loan Delivery: Ensure loans are structured, underwritten, and delivered in line with credit policy and investor requirements. Manage conditions, exceptions, and file quality to drive clean submissions and efficient execution. Turn Time & Throughput Management: Drive underwriting speed and efficiency by managing pipelines, setting SLAs, and removing bottlenecks to support origination volume. Risk & Credit Oversight: Monitor portfolio performance, identify emerging risks, and implement adjustments to credit policy and underwriting standards to protect loan performance. Quality Control: Establish and enforce QC processes to ensure accuracy, consistency, and compliance across all underwriting decisions. Exception Management: Define and manage exception frameworks, ensuring disciplined approvals with appropriate documentation and risk controls. Reporting & Analytics: Track and report on key underwriting metrics, including turn times, approval rates, exception rates, and loan performance. Provide actionable insights to leadership. Compliance: Ensure all underwriting activity complies with applicable federal and state regulations, as well as internal policies and investor guidelines. Cross-Functional Collaboration: Partner closely with sales, capital markets, and operations to align credit policy with growth objectives while maintaining disciplined risk management. Qualifications 10+ years of mortgage underwriting leadership experience. Deep experience with non-QM products, including DSCR, bridge/RTL, and investor lending. Strong understanding of credit risk, loan structuring, and income/asset analysis across complex borrower profiles. Experience building or scaling underwriting teams and processes in a high-growth environment. Strong familiarity with LOS systems and underwriting workflows. Ability to balance speed and risk in a production-driven environment. Excellent analytical, decision-making, and leadership skills. Skills Strong credit judgment and risk assessment Operational leadership and process optimization Data-driven decision making Attention to detail and consistency Ability to operate in a fast-paced, high-growth environment
Posted 4 weeks
Portfolio Analyst
The Energy Authority - Jacksonville, FL 32207
About The Energy Authority The Energy Authority is a public power-owned, nonprofit corporation with offices in Jacksonville, Florida and Bellevue (Seattle), Washington. TEA provides public power utilities with access to advanced resources and technology systems so they can respond competitively in the changing energy markets. Through partnership with TEA, utilities benefit from an experienced organization that is singularly focused on deriving the maximum value of their assets from the market. Join TEA's Portfolio Management & Analytics Team – A Vital Role in Shaping the Future of the Energy Industry The electric power industry is undergoing a thrilling transformation, as fuel security and the ongoing energy transition create new complexities for power generation supply chains and the structure of the generation mix. As a Portfolio Analyst in TEA’s Portfolio Management & Analytics team, you’ll be at the forefront of this change, working closely with our clients to analyze and model their load and generation portfolios. Your insights will guide smart decisions on energy, capacity, congestion, and environmental credits markets, ultimately helping our clients navigate and succeed in this evolving landscape. Your Role and Responsibilities: Our Portfolio Management & Analytics team plays a crucial role in helping clients analyze exposures, model probabilistic outcomes, and craft effective strategies for managing the risks associated with generating assets and loads. As a Portfolio Analyst, your work will be integral to our clients' success. Here’s what you can expect: Stochastic Risk Models – Empower our clients to make informed hedging decisions with advanced risk modeling techniques. Simulation Models – Dive deep into production costing and transmission congestion scenarios to provide valuable analysis. Trading Analysis & Asset Valuation – Support profitable trading decisions with actionable insights. Economic Advice – Guide both clients and senior management on portfolio management and strategic decision-making. Market Forecasting – Predict key market drivers and their impact on energy portfolios. Fundamentals Analysis – Examine power, natural gas, and coal markets, translating insights into actionable strategies across the Trading Department. What We’re Looking For: As a member of TEA’s Portfolio Management & Analytics team, we’re looking for analysts who are passionate about solving complex problems with data and modeling techniques. The skills you’ll bring will include: Basic Skills (Essential for all analysts): Proficiency in Microsoft Office, especially Excel. A solid understanding of industry fundamentals. Familiarity with bilateral, exchanged-traded, and RTO energy markets. A grasp of basic statistics, probability, and finance. Strong oral and written communication skills. Advanced Skills (Growth opportunities as you progress): Experience with database query languages and programming (e.g., Visual Basic, C#, etc.). Expertise in Stochastic Math and Monte Carlo modeling. Ability to build models for asset and trade valuation, incorporating both fundamental and probability-based approaches. What You’ll Achieve as You Grow: At TEA, we’re invested in your professional growth. As you advance, you’ll: Maintain and operate models for routine analysis. Develop expertise in the tools and functions across TEA. Deepen your understanding of complex analytical models and their applications. Evaluate and enhance the performance of both basic and advanced models. As a Senior Portfolio Analyst, You’ll Take on Even More Impact: In this role, you’ll contribute to critical decision-making processes and gain visibility across TEA’s senior leadership and partners. Your responsibilities will include: Building professional networks within TEA, our partners, and the electric utility industry. Creating reports, presentations, and strategic materials for senior management, clients, and industry stakeholders. Leading business development initiatives and managing project schedules and budgets. Additional Responsibilities for All Portfolio Analysts: Stay updated on regulatory changes by monitoring FERC, EPA, and relevant state agencies. Become proficient in advanced analytical tools such as Machine Learning, Python, R, and others. Collaborate with TEA’s teams and members on reviewing and analyzing industry shifts that may affect our clients. Be open to occasional travel for team meetings, conferences, and industry events. Education and Experience: We’re looking for candidates with a strong educational background, ideally holding a Bachelor’s degree in engineering, advanced mathematics, physics, chemistry, computer science, finance, economics, or a related field. A Master’s degree is preferred, and a Ph.D. is a plus. Relevant industry experience will also be considered. TEA Values TEA employees share a common sense of purpose. When TEA accomplishes its mission, the result is improved quality of life for the citizens and businesses of the communities our clients serve. TEA employees exceed the expectations of those they serve, deliver services with the highest standards of fair, honest, and ethical behavior, set the standard for service and expertise in our industry, embody a spirit of collaboration, and embrace TEA’s founding entrepreneurial spirit by seizing opportunities to deliver value. If you are self-motivated, driven to deliver excellence, and passionate about your career, TEA is the perfect place for you. It’s YOUR Future. It’s OUR Future.