Job Results
Financial Services
Posted 4 weeks
Dental Office Assistant – Business Assistant
Heartland Dental - Saint Augustine, FL 32092
Business Assistant Join the Friendly Front Desk Team at Mill Creek Dental Care! Mill Creek Dental Care is excited to welcome a bright, experienced dental receptionist who loves creating great patient experiences from the moment they walk through the door. Our ideal candidate brings strong skills in insurance verification, AR and billing, and is comfortable navigating Dentrix with confidence. If you’re dependable, detail‑oriented, and enjoy being part of a happy, supportive team, we’d love to meet you and see how you can shine with us. Supporting our front office as a Business Assistant, you’ll be surrounded by camaraderie and partnership - where patients come first, and continuous learning is encouraged! Hard-working and motivated, the successful candidate will bring a passion for helping our team provide the best patient care to the communities they serve. Heartland Dental was recently recognized by Newsweek for two awards: America’s Greatest Workplaces and America’s Greatest Workplaces for Diversity in 2024. These prestigious honors come after the organization was reviewed among 1.5 million large and mid-sized companies in a nationwide study and achieved a 5-star rating for both awards. More about the role Greet and welcome patients as they enter the office to create a great first impression of our team Manage front office duties, including answering phones, checking office mail and email, communicating with patients and insurance companies Utilize Dentrix for patient scheduling and records Schedule and confirm appointments for multiple providers in the office File patient insurance claims and follow up on outstanding claims, verification of benefits and explanation of coverage Post insurance and patient payments and process accounts receivables Review treatment plan fees and payment options with patients Partner with the providers and team to implement Heartland Dental systems to optimize office potential What You’ll Gain Competitive benefits including health insurance, retirement savings plans, six paid holidays, and PTO (paid time off) Front loaded education and training, providing you the opportunity to develop to your full potential Opportunity to be a part of a secure company with 20+ years of industry leading experience that provides a stable career with unlimited growth potential Access to on-demand Daily Pay Minimum Qualifications Experience working in a fast-paced and customer-centric environment Excellent communication and organizational skills The position will have access to minimum PHI necessary for performing job-related functions; regular HIPAA training, aligning with the specific role and responsibilities, will be required; and the individual will need to protect PHI and maintain data safeguards. Preferred Experience 1+ years of experience in a dental or medical setting 1+ years of experience with insurance billing and accounts receivable Dentrix or other dental software experience Physical Requirements: Ability to perform essential duties satisfactorily with or without reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties of the position Prolonged periods sitting at a desk and working on a computer Must be able to lift up to 15 pounds at times Availability to attend virtual training sessions (or in-person) periodically throughout the year As part of our commitment to maintaining a safe and healthy environment for both team members and patients, a tuberculosis (TB) test is required for all new hires in dental office positions. This is a standard requirement for dental office roles and must be completed prior to starting employment. The test will be arranged during the pre-employment process, and any necessary guidance or paperwork will be provided. Not applicable in state of FL & TN. Who is Heartland Dental? Heartland Dental is the nation's largest dental support organization, providing non-clinical administrative support services to more than 3,000 supported doctors across 39 states and the District of Columbia in over 1,800 dental offices. Each Heartland Dental supported office is unique to the community and the patients they serve. Supported doctors are the leaders of their practice and retain clinical autonomy. All Heartland Dental supported doctors are united by a common goal: delivering the highest quality dental care and experiences to the communities they serve. At Heartland Dental, we’re committed to living our core values which promote diversity and inclusion. We provide all employees and applicants for employment the protections of federal, state, and local laws affording equal opportunity in employment.
Posted 4 weeks
Front Desk Staff
FM Medical - Saint Augustine, FL 32080
FM Medical is currently seeking a professional, dependable, and highly organized individual to join our team as a *Front Desk Receptionist*. This is a full-time position requiring *40 or more hours per week*. As the first point of contact for our patients, the Front Desk Receptionist plays a vital role in delivering exceptional customer service and ensuring smooth daily operations within our urgent care facility. *Key Responsibilities:* * Greet and assist patients in a courteous and professional manner * Manage patient check-in and check-out procedures * Verify insurance information and collect payments * Answer and direct phone calls efficiently * Maintain accurate patient records and documentation * Coordinate communication between patients and medical staff *Qualifications:* * Prior front desk or medical office experience preferred * Strong communication and interpersonal skills * Excellent organizational and multitasking abilities * Proficiency with basic computer systems and electronic medical records (EMR) is a plus * Ability to work in a fast-paced environment We offer *competitive compensation based on experience*, along with the opportunity to work in a supportive and professional healthcare environment. Interested candidates are encouraged to submit their resume for consideration. FM Medical is an equal opportunity employer and values professionalism, dedication, and a commitment to patient-centered care. Job Types: Full-time, Part-time Pay: $18.00 - $20.00 per hour Work Location: In person
Posted 4 weeks
Assistant Controller
Kevin Conner & Associates - Jacksonville, FL 32207
The Assistant Controller supports the Controller in maintaining accurate financial records, strengthening internal controls, and ensuring timely financial reporting. This role oversees key accounting functions—including Accounts Payable, general ledger management, month-end close, and staff supervision—while driving process improvements and supporting business operations. Key Responsibilities *Month-End Close & Financial Reporting* · Lead, coordinate, and execute monthly, quarterly, and year-end close processes. · Prepare and review journal entries, account reconciliations, accruals, and supporting schedules. · Ensure the accuracy, integrity, and completeness of the general ledger. · Assist with preparation of monthly financial statements and internal management reports. · Identify, analyze, and resolve discrepancies or issues during close. · Analyze financial results and provide insights to support business decision-making. · Supervise or prepare monthly journal entries and general ledger reconciliations. *Accounts Payable Management* · Oversee all AP functions including invoice processing, vendor management, expense reimbursements, and payment runs. · Supervise, train, and develop AP team members and other accounting personnel. · Ensure compliance with company policies, approval workflows, and internal controls. · Implement process improvements to increase efficiency, accuracy, and automation. · Manage vendor relationships and resolve issues or disputes. *Compliance & Internal Controls* · Maintain and improve accounting policies and procedures in accordance with GAAP. · Ensure adherence to internal controls and recommend enhancements as needed. · Support annual audits by preparing audit schedules and responding to auditors. · Monitor and improve accounting procedures, internal controls, and database management. · Audit workflow to ensure transactions are processed accurately and in compliance with standards. *Operational Support* · Support budgeting and forecasting processes. · Assist with special projects, system upgrades, and process improvement initiatives. · Partner with cross-functional teams to support business operations. · Train staff on proper company procedures. · Handle special projects as requested by management. Qualifications *Education & Experience* · Bachelor’s degree in Accounting, Finance, or related field required. · CPA or progress toward CPA preferred. · 5+ years of relevant accounting experience including general ledger responsibilities and AP supervision. · Prior experience with month-end close required. · Experience with ERP systems and accounting software. *Skills & Competencies* · Strong understanding of GAAP and accounting best practices. · Advanced proficiency in Microsoft Excel and strong computer skills. ·Working Conditions · Full-time position with standard business hours; extended hours may be required during close. Pay: $80,000.00 - $100,000.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Health insurance * Paid time off * Vision insurance Work Location: In person
Posted 4 weeks
Controller
Jacksonville, FL 32216
Who We Are RallyX is a management company which owns and operates a suite of businesses in diverse sectors including health care, residential and commercial construction, and fleet repair services. Grounded in our faith-driven approach, we focus on delivering quality work, building a solid team, and actively contributing to the community. What We’re Searching For RallyX is seeking a collaborative individual to join our team in a Controller role. This position plays a pivotal role in supporting the accounting needs of our construction division. We are looking for an analytical and detail-oriented professional who shares our commitment to excellence and aligns with our values. What You’ll Do Provide weekly management reports for business units Prepare financial documents such as business reports, financial forecasts and statements to understand the financial state of business Monitor a company’s financial reports and determine ways to reduce costs Keep up-to-date on the financial market to understand how to maximize profits and find new expansion areas Understand the financials of a company in order to meet legal requirements and keep the financial state in good standing Update, develop and implement systems and processes for all aspects of accounting internal/external reporting What You Need Bachelor’s Degree in Business Administration, Communications or related field, Accounting major preferred 5+ years experience as a manager or supervisor in construction related fields, with responsibilities for management, P&Ls, and project oversight High level of proficiency in Microsoft Office (Word, Excel, PowerPoint)and Sage 300/Intacct or and/or other construction services systems Ability to define and manage the Key Performance Indicators (KPI's), driving insights to develop and deliver Proven project and organizational management experience; engage with senior stakeholders and own delivery on key projects to move the organization forward Ability to work onsite in our offices is a requirement for this role. Why RallyX? RallyX, born out of a family business, operates like a family today. We prioritize the well-being of our team members, offering a range of benefits, including: Competitive Pay Health, Dental, and Vision Insurance for Full-Time Employees 401k Plan with Matching Investment Vacation and Paid Holidays We believe in the value of hard work and provide opportunities for professional growth. At RallyX, we foster an environment that encourages candor, creativity, and collaboration, empowering you to contribute meaningfully to the team and your personal development. RallyX is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and applicants, without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity, or expression. This commitment extends to all aspects of employment, including hiring, promotion, termination, and other conditions of employment.
Posted 4 weeks
Accounting Manager (CPA)
MAY MANAGEMENT SERVICES, INC. - Saint Augustine, FL 32080
Description: Job Title: CPA Accounting Manager Location: Palm Coast, FL Property Type: HOA / Community Association Employment Type: Full-Time, Onsite Position Summary: MAY Management is seeking a highly skilled and experienced CPA Accounting Manager to oversee the full-cycle accounting operations for a large community in Florida. This role is responsible for financial management, compliance, reporting, budgeting, audits, and internal controls while ensuring accuracy, transparency, and financial integrity. The ideal candidate is a hands-on accounting leader who understands HOA/community association financial structures and can manage both strategic oversight and day-to-day accounting operations. Key Responsibilities: Oversee all accounting functions for the HOA community, including GL, AP/AR, bank reconciliations, and financial close Prepare and review monthly, quarterly, and annual financial statements Manage annual budgeting process, reserve studies, and long-term financial planning Ensure compliance with GAAP, state regulations, and HOA/COA financial requirements Lead audit preparation, coordination, and external auditor relationships Oversee cash management, assessments, collections, and financial controls Manage and mentor accounting staff and/or shared services team members Implement and maintain internal controls, policies, and procedures Collaborate with community management, operations, and executive leadership Support Board reporting, financial presentations, and strategic planning initiatives Ensure accuracy in owner billing, assessments, and reserve funding structures Requirements: Qualifications: Former OR Current CPA License Required Bachelor’s degree in Accounting, Finance, or related field (Master’s preferred) 5+ years of progressive accounting experience, with leadership/management experience HOA, COA, property management, real estate, or fund accounting experience strongly preferred Strong knowledge of GAAP and financial compliance standards Experience with budgeting, audits, and financial reporting High level of accuracy, organization, and attention to detail Strong leadership, communication, and problem-solving skills Ability to work onsite and manage high-volume financial operations Compensation & Benefits: Competitive salary (commensurate with experience) Performance-based incentives Health, dental, and vision insurance 401(k) with company match Paid time off and holidays Professional development and continuing education support
Posted 4 weeks
Finance Controller
Omni Hotels - Fernandina Beach, FL 32034
Omni Amelia Island Resort & Spa At Omni Amelia Island Resort & Spa, guests enjoy 3.5 miles of beach, scenic marshlands, luxurious oceanfront accommodations, world-class golf, dining, family-friendly activities and a full-service spa. Our associates are part of a dynamic, supportive team that values respect, gratitude, and empowerment. We offer hands-on training, growth opportunities, and the pride of working for a company known for exceptional service. If you’re friendly, motivated, and passionate about serving others, Omni Amelia Island Resort & Spa may be your perfect fit. Overview: The ideal candidate for this role will manage, supervise, monitor and review on all site accounting transactional activities including account reconciliation, accounts payable, accounts receivable, payroll, research, billing, credit and collection, and the monitoring of operations systems and procedures and control features. This role is instrumental in managing the daily operations of our Hotel’s Finance division. This person must embody our Company’s unequivocal culture, which is dedicated to respect, gratitude and empowerment. If you are a friendly, motivated person, with a passion to serve others, our resort is your perfect match. Responsibilities: • Lead and supervise Accounting management and transactional duties. • Responsible for complete training of staff for job duties of the following categories: Accounts Receivable; Accounts Payable Clerk, General Cashier, Income Audit and Paymaster. • Coordinate all on site accounting functions with the Director of Finance. Act as liaison for all corporate accounting requests. • Ensure a smooth accounting processes according to internal/external audit guidelines across all accounting categories. • Assist in attaining financial reporting goals. • Partner with Credit Manager to ensure the timely billing of all direct bill accounts with complete backup and accurate invoices. • Ensure maintenance of all daily filing of documents needed for research requests from guest and in-house users. • Ensure all guest disputes and requests for clarification is resolved and/or responded to in a timely manner. • Ensure an effective tracking system for all rebates/adjustments. • Work closely with all departments to come up with solutions to Systems & Controls problems. • Ensure daily balance of Income Audit to Daily Report. • Complete all general ledger and bank reconciliation. • Ensure a timely month-end close. • Produce accurate financial statements. • Ensure that daily cash management functions - dial up bank, check balances, reconcile accounts, fax transfers or funding requests are prepared properly. • Prepare Balance Sheet analysis. • Ensures all monthly tax returns are properly filed. • Assists DOF with weekly labor analysis. • Reviews monthly contract labor billing, ensuring all invoices are submitted for processing. • Ensures all associate scheduled are complete and posted in all required systems. • Assist in administering department payroll. • Attend department meetings and other required trainings. • Complete other duties as assigned by management. Qualifications: • Must have 4-5 years of accounting experience preferably in the hospitality industry. • Previous experience as a Controller or Assistant Director of Finance in a hotel preferred. • Must be flexible and able to work some weekends. • College degree required, preferable in Accounting or Finance. • The ability to sit and utilize telephone/computer for an entire shift. • Office environment with occasional travel around property. • Computer, copy/print/scan/fax machine, files • Microsoft Office, UltiPro, Birchstreet, Delphi, Oracle, Kronos, Opera, OnTrack, YellowDog, Resort Suite, WinRetail. Omni Hotels & Resorts is an equal opportunity/AA/Disability/Veteran employer. The EEO is the Law poster is available using the following link: EEOC is the Law Poster. Omni Hotels & Resorts does not discriminate on the basis of any protected category with respect to the payment of wages. If you are interested in applying for employment with Omni Hotels & Resorts and need special assistance to apply for a posted position, please send an email to: [email protected].
Posted 4 weeks
Finance Leader in Development (LID)
Omni Hotels - Fernandina Beach, FL 32034
Omni Amelia Island Resort & Spa At Omni Amelia Island Resort & Spa, guests enjoy 3.5 miles of beach, scenic marshlands, luxurious oceanfront accommodations, world-class golf, dining, family-friendly activities and a full-service spa. Our associates are part of a dynamic, supportive team that values respect, gratitude, and empowerment. We offer hands-on training, growth opportunities, and the pride of working for a company known for exceptional service. If you’re friendly, motivated, and passionate about serving others, Omni Amelia Island Resort & Spa may be your perfect fit. Overview: Omni Hotels & Resorts is seeking a Finance Leader-In-Development (LID) team member. A Finance LID is a Management Training Program directed to entry level candidates with an associate’s degree or higher to develop their management skills by training them in all aspects of the Finance Department. This position will assist with the development and supervision of all functions of the Finance department with a special concentration in Accounts Receivable and Income Audit’s responsibilities in accordance with Omni standards. The Finance LID will spend 40 hours each week working within the department and 10 hours completing Learning Commitments throughout the training property. Learning Commitments are projects that will allow LIDs to learn about general hotel operations, as well as the details and functions of their division. Each commitment will provide resources and evaluation criteria. A hotel mentor will be assigned to help the Finance LID throughout the entire LID journey. We pride ourselves in fostering a welcoming learning environment for all Leaders in Development. Responsibilities: • Responsible to carry out the daily accounting functions for the role in which this plan is designed around: Accounts Receivable, Income Audit, Payroll or Accounts Payable • Understand and ensure compliance with all Omni Finance SOPs. • Assist with special projects and collaboratively lead the Finance department. • Maintain open communication with all departments. • Achieve all property and OSC deadlines • Perform other tasks requested by Credit Manager, Assistant Directors of Finance, Controller and Director of Finance. • Display and effectively communicate the Omni Culture throughout the department and resort alike. Qualifications: • Must have at least an Associate degree, with emphasis in Accounting or Hospitality preferred • Willingness to work 47.5 hours per week with a flexible schedule • Willingness to relocate upon completion of the program • Demonstrated leadership abilities • Ability to multi-task in a fast-paced environment and self-motivated • Strong guest service skills and excellent teamwork • Dedication to the hospitality industry Omni Hotels & Resorts is an equal opportunity/AA/Disability/Veteran employer. The EEO is the Law poster is available using the following link: EEOC is the Law Poster. Omni Hotels & Resorts does not discriminate on the basis of any protected category with respect to the payment of wages. If you are interested in applying for employment with Omni Hotels & Resorts and need special assistance to apply for a posted position, please send an email to: [email protected].
Posted 4 weeks
Partnership Tax, Domestic/Federal Manager
PwC - Jacksonville, FL
At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member’s unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system. Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. Develop skills outside your comfort zone, and encourage others to do the same. Effectively mentor others. Use the review of work as an opportunity to deepen the expertise of team members. Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Partner Tax Partner Income team you are expected to help PwC manage its internal tax reporting and planning responsibilities, analyze and report financial transactions and results, and analyze and plan for transactions at both the partner and entity levels. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables. You are expected to manage communications to partners regarding federal and state legislative tax developments and updates to partner income projections. Responsibilities - Manage internal tax reporting and planning - Analyze and report financial transactions and results - Plan for transactions at partner and entity levels - Supervise, develop, and coach teams - Manage client service accounts and engagement workstreams - Solve complex problems to deliver quality results - Communicate federal and state legislative tax updates - Maintain compliance with firm’s standards and methodologies What You Must Have - Bachelor's Degree - 4 years of tax or PwC experience What Sets You Apart - Master's Degree in Accounting, Finance preferred - CPA preferred - Coordinating the preparation of federal, state, and local tax supporting schedules - Prioritizing multiple tax filing requirements - Coordinating with other departments within the Firm - Researching and documenting strategic approaches for managing liabilities and risks - Understanding of automation & digitization in a professional services environment - Exhibiting familiarity with Alteryx, Power BI, Tableau and GoSystems tax preparation software The salary range for this position is: $73,500 - $212,280. For residents of Washington state the salary range for this position is: $73,500 - $244,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. Learn more about how we work: https://pwc.to/how-we-work For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines
Posted 4 weeks
Lead Financial Analyst
Deloitte - Jacksonville, FL 32202
Are you a passionate about innovation, solving complex business challenges, and driving real impact in the marketplace? Do you thrive in a collaborative environment that challenges the status quo and fosters bold thinking? If so, Deloitte's GPS Financial Business Partners (GPS Enterprise Solution) team might be the perfect place for you! Work You'll Do The Finance Business Partner (FBP) team provides specialized finance-related services in support of the business leaders of the firm. This GPS Enterprise Solutions (ES) Lead Financial Analyst will be a part of the team that supports the financial demands and needs of the GPS ES organization. In this role, you will: Actively support the GPS Enterprise Solutions P&L in activities related to forecasting, planning, LTP, and financial close. Support the Manager FBP to produce analyses, build narratives, and model scenarios for GPS and national leaders. Serve as an advisor to ES channel leaders on financial operations and cost structure by sharing insights and recommendations impacting financial performance. Participate in strategy development and risk management with operational teams and ES leaders, partnering to communicate financial objectives and transformation goals across the matrixed organization. Support activities related to firm management allocations process. The Team The Finance Business Partner organization provides specialized finance-related services in support of the business leaders of the firm. The GPS Enterprise Solutions Finance Business Partner will support the organization in meeting the financial demands and needs of the GPS Enterprise Solutions organization. Qualifications Required: Bachelor's degree in Finance or similar quantitative subject 4+ years of relevant financial analysis experience, preferably in a professional services firm 4+ years of experience in the following areas: Ability to excel in a high-paced environment Working with various organization teams and leadership Problem solving skills Quality and risk management Project and change management Business process improvement Formulating and delivering action plans for high profile strategic initiatives Developing innovative solutions to business issues 4+ years of experience with SAP Analysis for Office, SAP Business Client, and other financial applications 4+ years if experience in MS Excel, Powerpoint and Word Must be able to work with a team that is primarily based in east coast time Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future Preferred: Familiarity with government contracts Strong communication skills Familiarity with a matrix organizational structure Professional services financial experience Experience working with offshore and remote teams Professionals in the OpX Channel may apply and be considered for the role regardless of US office location. 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 $84,300 to $155,400. 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. Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html
Posted 4 weeks
Mortgage Banker Outside Sales
Ameris Bank - Jacksonville, FL
Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app. Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity. At Ameris, you’ll find teammates who are inclusive, collaborative problem-solvers who go the extra mile to support one another and to meet every customer’s needs. When teammates are empowered and bring their diverse perspectives to the table, we create the best possible outcomes for our customers. At Ameris, we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement. Teammates have access to Employee Resource Groups that serve as advocates and purpose and how you can bring it to life as an Ameris Bank teammate. Responsible for sales efforts to originate and close mortgage loans. As a result of these sales efforts, on a weekly basis Mortgage Loan Originators are engaged away from company and home offices, engaging in direct sales activities with clients and developing referral sources with individual borrowers, real estate brokers, builders, developers, branches and other referral sources in an effort to proactively solicit business and generate leads for mortgage financing requirements to customers. Performs other projects and duties as assigned. Essential Functions, Duties, and Responsibilities: · Maintain an active Ameris Bank sponsored Nationwide Mortgage Licensing System and Registry (NMLS) number in compliance with the federal S.A.F.E Act requirements. · Establish and maintain all client relationships with realtors, builders, developers, branches and other referral agents on an on-going basis. · Contact in person or by phone potential or existing customers to develop new business or retain existing business. · Counsel customers on all products the customer is eligible to obtain ensuring the product chosen best fits their financial needs without steering a customer to any particular product. · Assist customers with completing the loan application, provide/explain required initial documentation and disclosures according to the required timelines, and submit loan applications within required timelines. · Oversee loan process by monitoring loan status and ensuring conformity with terms. · Communicate to loan processors regarding coordination of workflow and files in process and assist in collecting additional documents and communicating loan status to all parties in a timely manner. · Adhere to established minimum fees and product pricing structure. · Network through industry related functions, professional, business and community organizations and activities to promote and market loan products on a monthly basis. · Attend all purchase loan closing transactions on behalf of Ameris Bank Mortgage as required. · Communicate with branch manager on a regular basis to update them on sales call efforts. · Meet regularly with loan processor to review pipeline report for accuracy and status. · Work with branch managers and other sales personnel to support bank cross-selling opportunities and other initiatives. · Keep informed on all Ameris Bank Mortgage loan programs and adhere to all regulatory and compliance requirements. · Meet and exceed the minimum production standards as detailed in the compensation agreement. · Attend all required meetings. · Complete all required training. · Adhere to work schedule as designated by manager. · Practices ethical sales behaviors in accordance with Ameris' core values of Integrity and Honesty; always acts in the best interest of the customer when offering additional products and services. Required Knowledge, Skills and Competencies: · Experience using mortgage origination applications. · Effective utilization of a contact management system. · Knowledge of mortgage products/servicing, operations, and current market trends. · Proven mortgage production of $5 million over the past year. · Proven success in establishing referral relationships. Industry and Work Experience: · Minimum 1 year of Mortgage experience. · Minimum 1 year of Customer Service experience. Academic: · High school diploma or GED required · Bachelor’s degree preferred Benefits Available to Employees: Ameris Bank provides a comprehensive employee benefit package to all eligible employees. Medical, Dental and Vision Insurance Ameris Bank absorbs a major portion of the cost of healthcare. You become eligible for coverage on the first of the month following 30 days of employment Life Insurance provided at no additional cost to employees Accidental Death & Dismemberment Coverage Long-Term Disability Coverage Paid Sick and Vacation Leave 11 Holidays Volunteer/Service Day Employee Stock Purchase Plan 401(k) Retirement Plan Ameris Bank matches 50% of your first 8% of contributions to the plan Flexible Spending Accounts Health Savings Account Health Reimbursement Arrangement Supplemental Life & Other Insurance Plans Identity Theft Protection Pet Insurance Legal Insurance Employee Assistance Program Employee Advocacy Program Tickets at Work (Entertainment discounts for Ameris Bank Employees) AT&T Employee Discount Wellness Discounts for Medical Premiums and Other Rewards Employee Referral Incentive Education Assistance Employee Resource Groups Banking Advantages for Employees: In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services. Free Interest Checking Free Safe Deposit Box Free Money Orders, Travelers’ Checks and Cashier Checks Discount on Mortgage Origination Fee Free Online Banking and Free Unlimited Online Bill Payment Employee Banking Perks Disclaimer: The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicantss of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.