Job Results
Financial Services
Posted 6 days
Property Accountant – Jacksonville, FL
Parkway Services - Jacksonville, FL 32246
Description: Parkway is looking for a Property Accountant to join our team in Jacksonville, Florida. The Property Accountant is responsible for the accounting and financial statements for multiple properties. Property Accountants are also expected to complete special projects as assigned. Essential Functions and Responsibilities Prepares monthly and quarterly financial statements and debt compliance packages for multiple office and industrial portfolios. Prepares GAAP supporting schedules/spreadsheets to reconcile balance sheet and income statement accounts. Records accruals, reclasses, recurring journal entries, and tracks capital projects as part of the monthly package preparation. Assists in preparing property budgets and completing monthly financial budget variance analysis. Prepares annual Common Area Maintenance (CAM) tenant billing estimates and annual reconciliations. Prepares cash projection analysis for reporting portfolio. Ensures timely payment of real estate taxes and mortgage payments. Provides accounting support to internal teams including Owners, Management, Investments, Property Management, and accounting operational support teams (AP, AR, and Lease Administration). Also, provides accounting support to external stakeholders including Lenders and Third Party ownership groups. Assist with annual audit testing. Complies with all applicable Federal and State regulations and Company directives related to privacy and confidentiality. Participates in and contributes to department staff meetings on a regular basis. Contributes toward the development of standard operating procedures in all areas of influence; continues to find new ways to improve quality and efficiency. Enhances department and organization reputation by accepting ownership for accomplishing new and different requests and exploring opportunities to add value. Assists with other duties as necessary and provides general support of the Parkway mission in whatever way(s) possible. Requirements: Bachelor’s degree in Accounting required. Accounting work or internship experience at the following levels: Property Accountant 1 – internship or limited accounting experience; Property Accountant 2 – multiple years of accounting experience. General accounting knowledge and understanding is required. Advanced level of proficiency using Microsoft Office with an emphasis on Excel, Word and PowerPoint. Additional Skills Ability to perform duties with a moderate level of supervision. Exceptionally strong interpersonal and client service skills with an emphasis on tact and diplomacy. Builds relationships and works cohesively with others. Effective time management and personal organization skills; works with a sense of urgency; able to meet deadlines. Follows through on commitments, using sound judgement and the ability to recognize and handle sensitive/confidential information. Aptitude for working in a highly detailed, data-driven environment. Ability to adapt quickly to change, prioritize tasks and perform multiple functions concurrently. Professional, effective written and verbal communication skills. Understands the concept of communicating early and often and conducts one’s self accordingly. Requires the ability to read, write and speak English clearly to complete tasks. Ability to comprehend, analyze and interpret documents. Capable of defining problems, collecting data, establishing facts and drawing conclusions at a level appropriate for the function.
Posted 6 days
Senior Accountant – Jacksonville, FL
Parkway Services - Jacksonville, FL 32246
Description: Parkway is looking for an experienced Senior Accountant to join our team in Jacksonville, Florida. The Senior Accountant is responsible for the accounting and financial statements for multiple properties as well as the review of other properties. Senior Accountants might train and/or coach Property Accountants and are also expected to complete special projects as assigned. Essential Functions and Responsibilities Prepares monthly and quarterly financial statements and debt compliance packages for multiple office or Industrial portfolios. Reviews financial statements of other accountants before they are shared with external parties. Prepares GAAP supporting schedules/spreadsheets to reconcile balance sheet and income statement accounts. Records accruals, reclasses, recurring journal entries, and tracks capital projects as part of the monthly package preparation. Assists in preparing property budgets and completing monthly financial budget variance analysis. Prepares annual Common Area Maintenance (CAM) tenant billing estimates and annual reconciliations. Prepares cash projection analysis for reporting portfolio. Ensures timely payment of real estate taxes and mortgage payments. Provides accounting support to internal teams including Owners, Management, Investments, Property Management, and accounting operational support teams (AP, AR, and Lease Administration). Also, provides accounting support to external stakeholders including Lenders and Third Party ownership groups. Trains and leads other accountants in special projects. Assist with annual audit testing. Complies with all applicable Federal and State regulations and Company directives related to privacy and confidentiality. Participates in and contributes to department staff meetings on a regular basis. Contributes toward the development of standard operating procedures in all areas of influence; continues to find new ways to improve quality and efficiency. Enhances department and organization reputation by accepting ownership for accomplishing new and different requests and exploring opportunities to add value. Assists with other duties as necessary and provides general support of the Parkway mission in whatever way(s) possible. Requirements: Bachelor’s degree in Accounting required. Requires a minimum of four (4) years of relevant, progressive accounting experience. General accounting knowledge and understanding is required. Advanced level of proficiency using Microsoft Office with an emphasis on Excel, Word and PowerPoint. Ability to perform complex duties with a limited level of supervision. Master’s degree in Accounting/Business is preferred. CPA license—completed or working toward—is a plus. Additional Skills Exceptionally strong interpersonal and client service skills with an emphasis on tact and diplomacy. Builds relationships and works cohesively with others. Effective time management and personal organization skills; works with a sense of urgency; able to meet deadlines. Follows through on commitments, using sound judgement and the ability to recognize and handle sensitive/confidential information. Aptitude for working in a highly detailed, data-driven environment. Ability to adapt quickly to change, prioritize tasks and perform multiple functions. Professional, effective written and verbal communication skills. Understands the concept of communicating early and often and conducts one’s self accordingly. Requires the ability to read, write and speak English clearly to complete tasks. Ability to comprehend, analyze and interpret documents. Capable of defining problems, collecting data, establishing facts and drawing conclusions at a level appropriate for the function.
Posted 6 days
Relationship Banker/Senior Relationship Banker – Atlantic Beach
Truist - Atlantic Beach, FL 32233
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Will be cross trained to perform required teller duties as needed. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor to include teller transactions, which are not mentioned below. Specific activities may change from time to time. 1. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines. 2. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships. 3. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists. 4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines 5. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning. 6. Advises on consumer lending options and takes loan applications. 7. Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. 8. Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. High school diploma or equivalent education 2. 2 years of client sales and service experience 3. Experience with sourcing and prospecting for new clients and client relationship building 4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects 5. Demonstrated proficiency in basic computer applications, such as Microsoft Office 6. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements 7. Ability to multi-task under time constraints 8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes 9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included Preferred Qualifications: 1. Associate’s degree or higher 2. Demonstrated ability to handle multiple priorities under time constraints 3. Excellent verbal and written communication skills 4. Ability to respond in a professional manner with a high level of service quality 5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients 6. Demonstrated ability in meeting or exceeding sales goals 7. General understanding of bank operations, policies and procedures General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
Posted 6 days
Senior AML Analyst
Chasepro Talent - Jacksonville, FL 32258
*Job Title:- AML Analyst* *Location:- Jacksonville, FL Hybrid* *Securities Industry Essentials – SIE - Active Series 7 & Series 66 (combo of 63 and 65) licenses (required)* *Job Description* The Client Services Associate is a developing professional role, fully responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for our Investment and/or Banking clients. The ideal candidate possesses knowledge of the financial industry, with the ability to identify channel and account solutions that best meet the needs of the client, which may include digital platforms, centralized team-based advice, or in-market, dedicated advice. *Responsibilities:* · Fully accountable for servicing and supporting our Investment and/or Banking clients. · Able to clearly articulate business value proposition, matching clients with the correct set of products and services. · Responsibly and professionally engage with clients to facilitate the transition of individuals whose needs are better aligned with digital solutions. · Confidently articulate the value proposition for our Private Client and digital programs available. · Directly responsible for providing timely responses to client service requests, received via telephone or email. · Provides exceptional support and issue resolution– all client issues will be owned end to end by the associate and will be treated with a closed loop process. · Ensures customer claims and complaints are handled in accordance with FINRA and firm policy. · Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.) · Manage client follow-up and adhere to all Regulatory and Compliance operating procedures · Ensure that KYC/AML and other compliance norms are strictly adhered to · Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding our firm, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. *Qualifications:* · 0-2 years relevant experience in Customer Service with emphasis in investments or investment-related products preferred. · Securities Industry Essentials – SIE - *Active Series 7 & Series 66 (combo of 63 and 65) licenses (required)* · Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area. · Basic understanding of investment and financial planning strategies preferred. · Understanding of multiple products across business lines combined with exceptional networking and relationship building skills. · Excellent verbal and written communication skills. Ability to communicate at a professional level. · Capable of working independently within established procedures and make decisions without manager approval. · Able to perform multiple functions with a high degree of accuracy. · Ability to support a diverse array of products and services. Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred. Pay: $35.00 - $42.00 per hour Application Question(s): * Do you have experience in AML/KYC? * Do you have SIE - Active Series 7 & Series 66 (combo of 63 and 65) licenses? * Are you okay with hybrid schedule at Jacksonville, FL? Work Location: Hybrid remote in Jacksonville, FL 32258
Posted 6 days
Investment Specialist II
SoFi - Jacksonville, FL
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. Who we are We're a next-generation fintech company on a mission to help our members achieve financial independence to realize their ambitions—whether that's buying a house, starting a family, or becoming debt free. We aim to be at the center of our members' financial lives, so they can get their money right. By joining SoFi, you'll help shape a brighter financial future for our 1.8+ million members—using innovative, mobile-first technology to transform an industry that hasn't changed in decades. With offices across the United States and abroad, we're one of the fastest growing companies in fintech—offering the agility of a start-up with the stability of seasoned management and dynamic, passionate employees. Join us to invest in yourself, your career, and the financial world. The role As a SoFi Investment Specialist, you will work with existing SoFi members and new customers to help them build and improve their financial futures using SoFi's suite of investment services. SoFi offers Brokerage services, Robo Advisor services, and retirement accounts. What you'll do: Support members over the phone, chat, and email Educate and assist members on margin, options and equities. Problem solve any operational or technical issues pertaining to SoFi Invest products Perform ongoing monitoring of member accounts with attention to detail and accuracy Work with SoFi's custodial platform as needed to assist members in opening, funding, and transacting in their accounts Work with management and product teams to continuously improve operational processes and technical platforms to better serve our members Assess the member's financial situation and goals through one-on-one inbound calls Educate members on the benefits and value of Brokerage and Robo accounts Work with members who would like to open an investment account to help them understand the offering, benefits, and account opening process Educate members on terms and processes associated with Brokerage and Robo accounts Discuss and explain investment performance and decisions with current wealth members Provide member's operational support for specific investment-related questions and issues What you'll need: Must have one of the following existing licensing combinations: Series 7, 63, & 65 OR Series 7 & 66 Must maintain all necessary professional certifications required for the role Bachelor's degree preferred, but a combination of education and experience may be considered in lieu of a degree 2+ years of financial services experience required, preferably assisting customers in a service environment Experience and understanding of margin and option concepts, rules and regulations Excellent verbal and written communication, analytical and interpersonal skills, and a customer service mindset Deep understanding of financial concepts Ability to identify, meet, and follow through with client needs and requirements Self-starter, problem-solver, and a goal-oriented team player with a 'no job is beneath me' attitude Ability to work independently and perform multiple tasks efficiently Organized with strong attention to detail Show curiosity and confidence when dealing with clients and able to ask for help when needed Meets evolving position objectives as defined by management Ability to iterate, learn, and innovate Must successfully clear FINRA fingerprint background check Nice to have: Experience with corporate actions Experience with margin/investment risk Series 4 Series 24 Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email [email protected]. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
Posted 6 days
Financial Advisor
Simple Staffing - Jacksonville, FL 32256
* Simple Staffing is hiring for this position on behalf of New York Life * Whether you're a recent graduate, changing careers, or looking for greater long-term opportunity, you'll receive comprehensive training, support, mentorship, and the resources to help you build a successful career as a Financial Professional in the financial services industry. WHY JOIN NEW YORK LIFE? • Comprehensive training and licensing support—no prior financial services experience required • One-on-one coaching and mentorship from experienced professionals • Flexible career path with significant long-term income potential • Leadership opportunities through New York Life's Accelerated Path to Management Program for professionals who qualify • Access to proven business development, client relationship management, marketing, and prospecting tools designed to help you grow your business Responsibilities include: • Build lasting relationships with individuals, families, and business owners • Help clients develop personalized financial planning strategies through relationship-based planning and ongoing client service • Guide clients through important decisions involving retirement planning, wealth accumulation, education funding, financial protection, and other long-term financial goals • Develop client base through networking, referrals, and community involvement • Recommend insurance and financial services solutions tailored to each client's unique needs • Continuously develop your professional skills through coaching, mentorship and ongoing education WHO WE'RE LOOKING FOR • We're looking for people with character, curiosity, and a desire to grow. • Successful candidates are typically: • Coachable and eager to learn • Strong communicators who enjoy building relationships • Goal-oriented and self-motivated • Entrepreneurial and willing to take ownership of their success • Interested in building a long-term profession
Posted 6 days
Business Banker
First Citizens Bank - Jacksonville, FL 32207
Overview: Forever Strong. What sets First Citizens apart Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Business Banker at First Citizens you will carry on our tradition of developing and expanding relationships with business owners in your community to help them meet their financial goals. Business Bankers develop and maintain an active prospect list, customer outreach plan and quality referral sources. They are the primary contact for borrowing needs, on average, up to $5MM and engage bank partners to provide a full range of deposit and related business services. Larger relationships may be managed with manager approval and appropriate partner support. Responsibilities: In this role, you will get to: Make an impact by contributing to the growth of the bank through business and commercial loans, deposits and fee income Exercise your creativity and entrepreneurial spirit to engage with business owners in the community Work in a supportive environment encouraging community and business development activities Work within a streamlined, timely and efficient credit approval process Be a part of a collaborative team with various business services partners to support the full client relationship Qualifications: Bachelor's Degree and 2 years of experience in Commercial or business lending, credit or business development OR High School Diploma or GED and 6 years of experience in Commercial or business lending, credit or business development Additional Requirements: Business development experience Preferred Qualifications: Established COI's and referral sources Financial analysis and credit underwriting skills Knowledge of business lending, deposit and cash management solutions Ability to provide financial guidance and expertise Sales planning and forecasting experience 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 1 week
Support Engineer – Enterprise Platforms
FIS - Jacksonville, FL 32202
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Job Description NOTE: 1) This position is hybrid (3 days onsite) in our FIS Office locations in Jacksonville (FL), Milwaukee (WI), Atlanta (GA) or NYC (NY). 2) Current and Future Sponsorship is not available for this position. Sits within a newly acquired startup building an AI-enabled, autonomous banking platform for Tier-1 financial institutions within the banking group. The Support Engineer diagnoses, troubleshoots, and resolves complex production and customer issues across modern banking platform environments. The role is hands-on and customer-facing, requiring strong investigation skills, clear communication, and the ability to connect application behavior, Kubernetes infrastructure, logs, metrics, and customer impact. KEY RESPONSIBILITIES Technical Troubleshooting & Incident Resolution – Investigate and resolve complex technical issues across application, infrastructure, and platform layers. – Analyze logs, metrics, traces, and alerts to identify root causes and correlate symptoms across systems. – Troubleshoot Kubernetes and container issues, including pods, services, deployments, networking, and resources. Customer-Facing Support – Engage directly with enterprise banking customers to understand, investigate, and resolve technical issues. – Communicate findings clearly to technical and non-technical customer stakeholders during investigations. Observability & AI-Assisted Operations – Use tools such as Prometheus, Grafana, Loki, OpenTelemetry, Datadog, Splunk, or similar to investigate behavior. – Work with the platform's AI-driven SRE capabilities — incident insights, auto-remediation, and AI-based root cause analysis — validating findings and acting on them. – Improve runbooks, dashboards, alerts, and support processes based on recurring issues and lessons learned. Platform Support – Support Kubernetes-based banking platform environments across cloud, hybrid, and customer-hosted deployments. – Assist with deployment-related troubleshooting when required; deployment ownership is a plus, not a core requirement. REQUIRED EXPERIENCE & CAPABILITIES Technical Expertise – Strong hands-on troubleshooting experience across production or customer-facing technical environments — the single most important capability for this role. – Hands-on experience with Kubernetes and containers. – Ability to read, interpret, and correlate logs, metrics, traces, and alerts. – Strong understanding of Linux, networking fundamentals, APIs, services, and distributed system behavior. Customer-Facing Experience (Mandatory) – At least one proven customer-facing technical role is required. – Experience working directly with customers during investigations, escalations, or production support scenarios. Operating Style – Strong ownership mindset and bias toward resolution. – Practical, hands-on problem solver who enjoys investigation and troubleshooting. – AI-native: integrates LLMs and AI tooling into daily investigation and support work. PREFERRED EXPERIENCE Experience supporting enterprise SaaS, banking platforms, fintech systems, or regulated infrastructure. – Familiarity with cloud or hybrid environments such as AWS, GCP, Azure, or on-prem enterprise deployments. – Exposure to deployment workflows, Helm, Terraform, Flux, ArgoCD, Kafka, or distributed databases. IDEAL CANDIDATE PROFILE The ideal candidate is someone who enjoys solving difficult problems, working directly with customers, and bringing structure and clarity to complex technical situations. They are hands-on, calm under pressure, and comfortable moving between logs, metrics, customer context, and engineering discussions to get to root cause. This is not an architecture or platform design role — engineers looking to architect and build systems will find a better fit in our Platform Engineer openings. IMPACT & SCOPE Direct impact on customer trust, production reliability, and operational continuity for Tier-1 banking institutions. – High visibility across customer, support, engineering, platform, and product teams. This role offers the opportunity to support a next-generation banking platform used by some of the world's largest financial institutions. It combines the technical complexity of Kubernetes-based infrastructure, the urgency of production support, and the customer impact of enterprise banking. NOTE: 1) This position is hybrid (3 days onsite) in our FIS Office locations in Jacksonville (FL), Milwaukee (WI), Atlanta (GA) or NYC (NY). 2) Current and Future Sponsorship is not available for this position. FIS is committed to providing its employees with an exciting career opportunity and competitive compensation. The pay range for this full-time position is $144,730.00 - $246,040.00 and reflects the minimum and maximum target for new hire salaries for this position based on the posted role, level, and location. Within the range, actual individual starting pay is determined by additional factors, including job-related skills, experience, and relevant education or training. Any changes in work location will also impact actual individual starting pay. Please consult with your recruiter about the specific salary range for your preferred location during the hiring process. Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass
Posted 1 week
Executive Assistant to Chief Legal & Corporate Affairs Officer
FIS - Jacksonville, FL 32202
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : General Equivalency Diploma Job Description Are you curious, motivated, and forward-thinking? At FIS you’ll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology along with some of the most recognized brands globally. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun. About the role: The C-Suite Executive Assistant (EA) provides high-level administrative support to executive(s) and their teams, ensuring timely responses, efficient coordination, and seamless execution of daily operations. This role demands agility, discretion, and a proactive mindset to orchestrate schedules, global communications, and cross-functional collaboration with speed and accuracy. This role is required to reside in Jacksonville, FL as you will need to report into the office. This is not a virtual role but may have flexibility for some hybrid days. About the team: You’ll be part of the Executive Assistant Center of Excellence (EA CoE) – a global community redefining what it means to be an EA at FIS. The CoE drives operational excellence, collaboration, and capability building across the EA network. Together, we enable consistent standards, build connections across regions, and elevate the impact of executives we support. Our EAs are trusted strategic partners, not task managers – they anticipate, translate, and deliver with precision. If you’re energized by complexity, grounded in detail, and excited to play a pivotal role in how FIS operates, this is where you belong. What you bring: Minimum of 5 years as an Executive Assistant supporting C-suite (President or above) is required to be considered. You must be a self-starter, who needs little to no supervision, is decision maker, and has a strong ability to push back when needed to keep Executive on task. Strong ability to contribute ideas, be part of the leadership team, and be an ambassador for the Executive and team. Experience with coordinating International Travel is required Extensive knowledge of methods and techniques to perform general clerical administrative duties and proficiency in common industry applications. Specific expertise in MS Outlook, MS Word, Excel and PowerPoint, Teams, SharePoint required Ability to follow-through on open items and strong attention to detail Ability to maintain confidentiality, communicate information to others effectively, and maintain accurate records Ability to adapt to change and react to evolving business needs Strong familiarity with AI-enhanced productivity tools and a willingness to adopt emerging technologies to improve processes and outcomes. Willingness to effectively manage executive calendar and set expectations as needed Willingness and ability to learn new company processes and policies quickly and translate that information to the executive Effective written and verbal communication skills Ability to establish and maintain effective working relationships with executives, employees, clients and public What you will be doing: The Executive Assistant role will involve performing administrative duties for the executive and team to ensure timely responses and quick turn-around times, as well as providing support to FIS’ Board of Directors. You will manage the schedule including arranging appointments, travel, meetings, expense management, conference calls, etc. This is a fast-paced and responsive team and they are looking for someone who is technically savvy. Performing various high-level administrative duties including executive and personal assistance to meeting planning, coordination of agenda, and handling meeting requests. Builds strong relationships with other Executive Assistants, enabling close collaboration across teams. Provide "gatekeeper" role, providing a bridge for smooth communication between the executive and stakeholders, demonstrating leadership to maintain credibility, trust, and support with the Executive Team. Work requires analysis and use of initiative and independent judgment, ability to anticipate business needs proactively. Remains knowledgeable of corporate policy. Often called upon to interpret and communicate executive intent to other employees. Exercises judgment within generally defined practices and policies to meet objectives. Works under minimal supervision with excellent customer service, time management and organizational skills. Edits materials for grammar, punctuation, clarity and sentence structure. Distributes prepared materials to appropriate parties, e.g., executives, clients, etc. and revises as directed. Application of communication skills, both written and verbal, to share knowledge and updates effectively and efficiently as needed. Maintains files on correspondence, reports and other records and keeps the executive and the leadership team informed of meeting changes. Board & Committee Support Coordinate all scheduling of the Board of Directors, including meetings, hotel reservations, meeting space, event planning, air travel, ground transportation, etc., for quarterly Board and Committee meetings, ad hoc meetings and director orientation/onboarding (when needed). Serve as main contact point for all directors’ needs. Coordinate the timeline and scheduling of internal meetings of executives in connection with the preparation, review and distribution of agendas and materials for quarterly Board and Committee meetings, ad hoc meetings and director orientation/onboarding (when needed). Manage the distribution of board and committee meeting materials via board portals such as BoardVantage. Draft meeting agendas and board notices. Serve as project manager for deliverables for each quarterly Board meeting. Handle payment of director fees. What we offer you: As part of FIS, we expect you to bring your best every day. That’s why we’ll reward you with exceptional benefits that include: Ample development resources to help advance your skills. Opportunities to help tackle industry-defining challenges and actively redefine the future of financial services and technology. The time to give back to local charities in your community. A collegial environment where collaboration, flexibility and respect are top of mind. Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass
Posted 1 week
AVP/Manager, Commercial Credit
VyStar Credit Union - Jacksonville, FL 32202
At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. AVP/Manager, Commercial Credit ACCOUNTABILITY STATEMENT The AVP, Commercial Credit is responsible for the management and execution of all business and commercial underwriting and credit analysis functions within the Commercial Credit Department. The incumbent will proactively manage the underwriting and credit analysis workflow and productivity for all small business and commercial loan requests including new loans, renewals, modifications, annual reviews, work-out and troubled debt restructures (TDR). Business and commercial loans being underwritten and analyzed by the AVP, Commercial Credit's team will include commercial real estate (CRE), commercial and industrial (C&I), business equipment, business vehicles, business credit cards, business unsecured lines of credit (BLOC) and other specialized business and commercial credit products. This position acts as the manager of all business credit functions within the Commercial Credit Department and must be able to independently manage all aspects of business credit and analysis, assess business loan risks associated with proposed and funded business credit facilities and manage the business loan portfolio credit quality. This individual is also responsible for evaluating credit requests to ensure that the quality of the business loan portfolio is consistent with the goals of VyStar Credit Union and in compliance with policies, procedures and any applicable regulations. The AVP, Commercial Credit also reviews loan structures, credit memorandums, and other related financial analysis to ensure that acceptable credit standards are maintained and that all loans conform to established policies and procedures. ESSENTIAL JOB FUNCTIONS Provide direct oversight and management, and coaching and development to the business lending credit and underwriting team. Utilize delegated lending authority to approve credit transactions consistent with Vystar Credit Union’s policies, credit culture, and risk appetite. Responsible for the day to day planning, organizing, and operational efficiency of the commercial credit team. Develops, implements and maintains business loan operation policies, procedures, strategies and performance metrics. Evaluate and analyze business loan and commercial requests and make informed, accurate and complete credit recommendations to management. Prepare summary write-up supporting assessment of key factors such as risk grade, repayment performance and ability, underwriting and documentation adequacy, accrual and TDR status. Monitor and evaluate, on an ongoing basis, new and existing business loans for potential risks and exposure. Responsible for managing a team of multiple teammates including but not limited to hiring, training, coaching, performance evaluations and teammate development. Manage and prioritize the business credit underwriting and analysis workflow and any applicable resources. Prepare, review and present Business Services Loan Committee agenda and loan presentations, monitor committee results and communicate decisions to all applicable parties involved. Actively participate in Business Loan Committee sessions, providing feedback and recommendations to Loan Committee members for loans being presented and reasoning behind recommended approvals and/or declines. Provide analysis and recommendations to Allowance for Loan and Lease Losses (ALLL) Committee on general and specific reserves for business loans with identified weaknesses including collateral evaluation scenarios (best case/worst case) and cash flow interpretations with any recommendations. Coordinate with Portfolio Management to prepare and monitor the Business Services Watchlist and Business Services Policy Exception Report. Oversee annual loan review process. Implement credit policies, procedures, and practices while making significant strategic and tactical contributions to the formulation, development, implementation, and administration of Credit Union strategies, business goals, and objectives. Coach and develop credit team in making sound, informed decisions and enhancing their decision-making and credit assessment skills, accuracy, timeliness and effectiveness. Identifying and remedy credit process weaknesses, gaps in credit policy and credit risk rating models, and aggregation and tracking of issues to resolution. Responsible for supervision, quality control, development and mentoring of credit team. Must be able to independently manage all aspects of the Commercial Credit Team. Responsible for establishing service levels and controls to manage inherent risk to credit union policies and procedures, and state and federal regulations. Responsible for identifying improvements that will result in lower risk, higher efficiencies and allow for scalability. Responsible for continuous improvement of all aspects related to business credit underwriting and analysis. Monitor and evaluate, on an ongoing basis, new and existing business loans for potential risks and exposure. Responsible for the completion of self-monitoring program (SMP) and enterprise risk management (ERM) tasks and processes applicable to business credit functions. Provide quality service to all internal and external stakeholders including members, prospective members, and vendors. Create, maintain and update various reports, ledgers, dashboards related to business credit underwriting and analysis. Oversee the business credit area’s preparation for and participation in state and federal examinations and audits. Maintain an ongoing knowledge of current regulatory, policy and procedure changes related to business/commercial lending. Provide support to members of the department and other internal partners to assist in policy/procedure interpretation, membership interpretation, required documentation, and any other related needs. Provide quality service to all internal and external stakeholders including members, prospective members, vendors and VyStar teammates. Maintain and expand systems, processes, procedures and software products to enhance and promote efficiency. Implement credit policies, procedures, and practices while making significant strategic and tactical contributions to the formulation, development, implementation, and administration of VyStar’s strategies, business goals, and objectives. Ensure that Business Credit Procedures and Desktop Procedures are updated and adhered to in timely manner. Ensure standards, policies and operating procedures are compliant with policies, procedures and applicable regulations and risk tolerances. Implement successful measurement tools, processes and quality control methodologies. Accountable for resolving audit findings related to business credit, identifying root cause and applying corrective measures. Manage workflow to ensure the accurate, complete and compliant processing of business secured, unsecured and real estate loan requests, modifications and reviews. Ensure that all teammates are properly cross-trained and able to provide back-up support when needed. Actively participate, and lead when appropriate, in key re-engineering projects to enhance Business Services lending processes and procedures. Develop and produce weekly, monthly and ad hoc reports for the Business Services Department, Loan Committee, the Senior Team and the Board of Directors, as applicable. Complete ad hoc projects designated by the Chief Lending Officer or SVP Commercial Credit. Cultivate a positive working relationship with the entire department to identify, develop, and recommend revisions of internal standards, policies, operating procedures, and new processes to improve efficiencies. All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance. Demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job. Focus – Focus your full attention by carefully listening to and observing your clients or member. Connect – Consistently be friendly and approachable. Demonstrate you care. Understand – Listen empathetically and ask questions (70% to 30%). Counsel – Recommend solutions based on your client’s or member’s needs and objectives. Advance – Ensure that member’s or client’s expectations were exceeded. Verify necessary follow-up actions were completed. Meet and exceed VyStar Credit Union member service goals and objectives. Meet and exceed VyStar Credit Union performance goals and objectives. Perform additional duties, and actively participate on committees and special projects as assigned. KNOWLEDGE, SKILLS & ABILITIES Minimum of six (6) years of experience in a business/commercial credit underwriting and analysis environment within a financial institution with relevant banking, portfolio management or credit experience. Strong preference for a minimum three (3) years of credit approval experience. Minimum of three (3) years of experience supervising others operating in a credit underwriting and analysis environment. Demonstrated ability to successfully structure and analyze complex business and commercial credit requests that minimize risk while providing member value. Knowledge of State and NCUA regulations. Effective analytical, managerial, organizational, presentation, problem-solving and member/customer service skills. Must be a highly motivated, detail oriented, able to multi-task and work in a fast-paced environment while applying critical thinking skills. Independent judgment and technical capabilities required to plan, prioritize and organize diversified workload. Strong verbal and written communication and negotiation skills. Proven time management, prioritization, critical thinking, problem solving, effective communication, and organization skills. Strong proficiency with Microsoft products including Word, Excel, PowerPoint and Outlook. EDUCATION Required: BA/BS degree or equivalent work experience. Required Training: Formal credit analysis training. DISCLAIMERS AND WORK ENVIRONMENT Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions as required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects. Extensive periods of sitting and computing. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources