Job Results
Financial Services
Posted 1 week
Fraud Prevention Analyst
FIS - Jacksonville, FL 32202
Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) 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. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun. Are you FIS? What you bring: · You will be Advanced working with large-scale business data sets, fluent in scripting and rapid prototyping skills including expertise in SQL and Excel (3-5+ years of experience preferred) · You will possess a strong understanding of internal business segment (stakeholders) and presentation skills · You will have experience in relational database structures, research methods, sampling techniques and system testing · You are a go-getter, are self-directed and able to work independently · You will have advanced data mining experience · You will be familiar with BI tools (Hyperion, SAS, Python, Tableau, etc) · You will have an Analytical mindset and love to crunch data · Fraud background preferred (data driven/data analytics) · Excellent communication skills both verbally and written What you will be doing: · Analyze overall fraud metrics, identify, and report on emerging trends · Test/Implement/Modify fraud strategies as appropriate · Analyze fraud databases and report on operational performance · Join fraud data with other data sources to derive end-to-end performance metrics for fraud · Will work directly with clients, supporting fraud products and overall fraud needs · Design and implement new internal and external Fraud reports · Create and deliver presentations to clients with meaningful commentary on both past performance and future opportunities · Collaborate with fraud management on special projects or requests · Take ownership of work and proactively engage in identifying opportunities for improvement · Respond to ad hoc requests for report building and data analysis · Working independently, as well as with team members Please note: this is a full-time role with a hybrid schedule in the location posted. Current and/or future sponsorships are not available for this position. Added bonus: · Bilingual in Spanish EDUCATION REQUIREMENTS: Bachelor’s degree: Preferred studies will be in statistics, accounting, finance, economics, or business What we offer you: At FIS, we hire the best. In return, you receive exceptional benefits including: • Opportunities to innovate in fintech • Tools for personal and professional growth • Inclusive and diverse work environment • Resources to invest in your community • Competitive salary and benefits 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
Sr. Financial Planning Strategist
Osaic - Jacksonville, FL 32202
Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 850 Cassett Road, 100 Berwyn Park Suite 200, Berwyn, PA 19312 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 Remote applicants may potentially be considered for this role. Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Non-remote employees must be willing to work this schedule. Osaic is open to remote applicants for this position. Role Type: Full-time Salary: $140,000 - $160,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits. Summary: We are looking for a technically skilled and service-oriented Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This role requires deep knowledge of financial planning concepts with a focus on Estate Planning, Business Planning & Tax Planning strategies. The person in this role should be adept at identifying and communicating planning solutions to financial advisors for their high-net-worth clients. Education Requirements: Bachelor's degree required. Responsibilities: Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans. Conduct necessary research, leverage technology, and apply your experience to address complex financial planning issues and present appropriate solutions to financial advisors. Review and summarize complex estate planning documents (e.g., wills, revocable and irrevocable trusts, powers of attorney) and business governance documents (e.g., operating, buy-sell, partnership, and shareholder agreements). Distill complex planning strategies into accessible and actionable recommendations for advisors to present to their clients. Identify developments that impact financial planning and inform the organization’s strategic direction (e.g., industry trends, legislative and regulatory changes, etc.) Deliver presentations to internal and external audiences, including at conferences, webinars, and advisor and team trainings. Serve as a mentor to colleagues to develop their financial planning skills. All other duties as assigned. Basic Requirements: 10+ years of financial planning experience in a client- or advisor-facing capacity CFP Designation Experience delivering educational content and presenting to diverse audiences Demonstrated ability to influence and collaborate across organizational levels Strong communication skills, both written and verbal Ability to manage multiple complex cases simultaneously Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook) Preferred Requirements: Proficiency in financial planning software (e.g., eMoney) CPA FINRA Series 7, 63, and 65 licenses J.D. LL.M #LI-Remote Equal Opportunity Employer Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Eligibility Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic. Unqualified Applications Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting. Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.
Posted 1 week
Employee Relationship Manager – Financial Wellness Solutions
PNC Financial Services Group - Jacksonville, FL 32256
Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued, and have an opportunity to contribute to the company’s success. As an Employee Relationship Manager, within PNC’s Financial Wellness Solutions, you will be primarily based in Jacksonville, FL. PNC’s Financial Wellness Solutions offers a comprehensive suite of solutions to meet the needs of various businesses and their employees. The Employee Relationship Manager role is designed to help improve employee financial wellbeing, strengthen employee financial awareness, and increase convenience through digital banking that includes money management tools. As an Employee Relationship Manager you will work in an outbound sales capacity, facilitating in-person new hire orientations, delivering financial education seminars and multi-faceted benefits programs to the employee base within our clients’ organizations. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Responsible for the delivery of financial wellness solutions and programs to the workforce of commercial and corporate banking clients and prospects. Responsible for acquiring and deepening relationships across all applicable financial wellness solutions. Achieves business results through leadership of and productive collaboration with a wide range of partners. Responsible for consumer acquisition through proactive lead generation, appointments and referral generation. Delivers a differentiated client experience from acquisition through onboarding and ongoing servicing support. Responsible for managing and growing a portfolio of clients by leveraging tools and resources to maximize business results. Works across a broad range of partners, Identifies the resource or team of resources best equipped to meet customer needs and introduces the client accordingly. Holds partners accountable for routine updates and referral follow up. Customer experience management-differentiates the customer experience through conversation and presentations skills and by creating exceptional experiences at events in a variety of external locations. Delivers customer well being through tailored solutions aligned with customer needs. Solves customer problems courteously and with urgency, escalating where necessary. Acts as an advocate for clients and prospects identifying trends and unique needs of the workforce. Influences annual marketing and communication plans based on workforce knowledge and/or client needs, including all support materials, media and content. May leverage tools to help customize annual plans including, but not limited to, participant surveys, utilization reports, and other data. Responsible for keeping your team informed of services via Edge reports and attending relationship review meetings as necessary. May collaborate with internal/external partners to update materials as needed. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Client Relationship Building, Community Development, Competitive Strategies, Customer Loyalty, Group Problem Solving, Negotiation, New Business Development, Relationship Management Competencies Banking Products, Business Acumen, Customer Experience Management., Digital Awareness, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities, Products and Services, Selling., Understanding Customer Needs Work Experience Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 4+ years of related business or functional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Associates Certifications No Required Certification(s) Licenses Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at [email protected]. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Posted 1 week
Energy Analyst I
Chesapeake Utilities Corporation - Jacksonville, FL 32207
Opportunity-Energy Logistics Analyst I Location-Hybrid Within Service Territory 2-3 Days in Office per week What makes us great… At the heart of our Company is a dedication to delivering energy that drives progress. We put people first, work to keep them safe and build trusting relationships. What you’ll be working on… Forecast natural gas demand. Support short-term supply & storage procurement strategies. Suggest changes to the Sarbanes-Oxley (SOX) control narratives as needed to address control deficiencies. Prepare work papers, maintain documents, and reports for regulatory filings, rate cases and other reporting obligations. Evaluate capacity holdings. Invoice reconciliations. Investigate data variances and propose solutions. Communicate with internal and external stakeholders. Assist team with 3rd party supply & transportation programs . Cultivate off-system sales transactions/programs. Manage the applicable LDC system according to tariff provisions. Suggest changes to tariff rules to make the organization more streamlined, scalable, or economically competitive. Champion process improvements and efficiencies. Additional duties, as assigned. Who you are... Bachelor's degree in energy management, finance, accounting, energy technology or a related field is required. 0-2 years of experience in business administrative duties or related experience. natural gas supply, energy or analyst experience, preferred. Knowledge of business and management principles involved in strategic planning, resource allocation, modeling and coordination of resources. Understand the business unit’s Sarbanes-Oxley (SOX) control narratives, and the risks they are designed to control. Basic knowledge of natural gas markets. High attention to detail and ability to learn energy management Intermediate skills in Excel. Basic proficiency in MS Office Outlook and PowerPoint. Ability to think critically and solve complex problems. Ability to communicate complex information in verbal and written form. Ability to understand, interpret and use data effectively and ethically. Benefits/what’s in it for you? Flexible work arrangement Competitive base salary Fantastic opportunities for career growth Cooperative, supportive and empowered team atmosphere Annual bonus and salary increase opportunities Monthly recognition events Endless wellness initiatives and community events Robust and customizable benefit packages-choose what works best with your life. Options include generous 401k, medical, dental and life insurance, tuition reimbursement, compensated volunteer hours and MORE! Paid time off, holidays and a separate bank of sick time! Chesapeake Utilities Corporation is an equal opportunity employer committed to creating a diverse workforce and a culture that promotes a sense of belonging for all employees. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants with a disability that need assistance applying for a position may email [email protected]. Experience Preferred 0 – 2 years of experience in business administrative duties, or related experience. Natural gas supply, energy or analyst experience. Education Required Bachelors or better Licenses & Certifications Required Driver's License Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
Posted 1 week
Automotive Finance Manager
Lithia & Driveway - Jacksonville, FL 32205
Dealership: L0820 Atlantic Coast Honda Atlantic Coast Honda Now Hiring - F&I Manager You will report to the General Manager for this onsite position. We want you to work at one of the largest automotive retailers in the country located right here in Jacksonville Don't touch enough deals at your current store? Plan to grow your career but do not have growth opportunities We want you to have fun while taking care of customers If you answered yes to these questions, we want to talk to you about this exciting opportunity at Atlantic Coast Honda! We are looking for an experienced and customer-focused Finance & Insurance Manager (F&I Manager) to join the team at Atlantic Coast Honda. You commit to delivering customer experience and maximizing dealership profitability. Qualifications 2+ years of experience as a dealership Finance Manager REQUIRED Handle customer inquiries, concerns, and requests with confidence, and a focus on resolution Contribute positively to team projects and outcomes Proficient in dealership software and computer systems Valid driver's license and acceptable driving record required Compensation & Benefits Estimated Annual Compensation: $200,000-$250,000 Compensation will vary based on experience, and performance. Total Rewards We offer a comprehensive benefits package designed to support you and your family, including: Competitive pay Medical, Dental and Vision Plans Paid Holidays & PTO Short and Long-Term Disability Paid Life Insurance 401(k) Retirement Plan Employee Stock Purchase Plan Lithia Learning Center Vehicle Purchase Discounts Wellness Programs Additional information about our Total Rewards benefits can be reviewed on our careers site at www.totalrewards.lithiadriveway.com. About Us At Lithia & Driveway (NYSE: LAD) our success is fueled by our high performing teams delivering Auto Done Easy for our customers. We create simple, transparent, and convenient customer experiences throughout the vehicle-ownership lifecycle by leveraging our hundreds of store locations and our key adjacencies - Driveway, DFC, and GreenCars. We've built a retail model that champions entrepreneurial leadership, Growth Powered by People, and a strategy that creates possibilities and pushes us to reach our potential. High School graduate or equivalent, 18 years or older required. We are a drug-free workplace. We are committed to equal employment opportunity (regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status). We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Reasonable accommodations may be made to enable individuals to perform the essential functions.
Posted 1 week
AMP Financial Advisor Trainee
Raymond James - Jacksonville, FL
Job Description Summary Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and capabilities that equips the incumbent to move into a specific role in the organization. Job Description Job Summary Through distance learning, apprenticeship and training at the firm’s international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client’s objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team. Essential Duties and Responsibilities Become trained and skilled to effectively and efficiently perform the Financial Advisor role: If hired as a team candidate, the team will provide the specific goals and expectations. Meets production targets that impact overall company revenue goals. Develops a book of business consistent with AMP program goals for assets under management and required production. Provides a high level of client service. Manages the full scope of a client relationship by evaluating the client’s financial needs, investment opportunities, current holdings and available investment capital. Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty. Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches. Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences. Seeks expertise of internal resources to identify investment opportunities and solutions for clients. Opens, transfers, and closes customer accounts. Maintains appropriate account records while monitoring the customer's portfolio. Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments. Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions. Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards. Stays abreast of investment products, industry rules and regulations, and financial planning. Performs other duties and responsibilities as assigned. Knowledge of Economic and accounting principles and practices. Financial markets, banking, and financial data analysis and reporting. Basic principles and methods for showing, promoting, and selling products or services. Firm’s working structure, policies, mission, strategies, and compliance guidelines. Skill in Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases. Identifying the needs of customers through effective questioning and listening techniques. Ability to Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice. Continuously learn investment products, industry rules and regulations, and financial planning. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions. Establish and maintain effective working relationships with clients and colleagues. Persevere, handle rejection and show resilience during the prospecting and networking process. Network in the community and effectively market him or herself and Raymond James. Demonstrate persistence in the face of obstacles. Accept criticism and deal calmly and effectively in high stress situations. Education/Previous Experience Bachelor’s Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within four (4) months from the start of the program. Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program. Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program. Education Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance Work Experience General Experience - 13 months to 3 years Certifications s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Less than 25% Workstyle Resident The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Posted 1 week
Senior Lead Commercial Banking Portfolio Manager
Wells Fargo - Jacksonville, FL 32202
About this role: Wells Fargo is seeking a Senior Lead Commercial Banking Portfolio Manager to support its Middle Market banking practice as part of the Credit Portfolio Management team. This key position is responsible for credit underwriting and portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking investor real estate clients. Serves as a key member of a client’s deal team. In this role, you will: Partner with relationship managers and other deal team members as a key client-facing member of the relationship team. Review, research, and recommend solutions for highly complex and unique challenges requiring in-depth evaluation of multiple factors. Deliver solutions which require vision, creativity, innovation, advanced analytical and inductive thinking, coordination of highly complex activities, and guidance to others. Engage with Commercial Banking Portfolio Management professionals and managers across the company and serve as an expert advisor to leadership. Make decisions and recommendations in complex and multifaceted situations requiring exceptional understanding of the function, policies, procedures, and compliance requirements that influence and lead the broader work team to meet deliverables and deliver client solutions. Collaborate and consult with Commercial Banking peers, colleagues, and mid- to high-level managers to resolve issues and achieve goals. Lead projects, teams, or serve as a peer mentor. Manage the credit needs of a portfolio of complex Middle Market (primarily Investor Real Estate ("IRE")) clients and prospects. Monitor assigned portfolio of credit commitments to ensure on-going compliance with loan agreements, covenants and payoff requirements and resolve problem accounts in partnership with deal teams. Determine the credit worthiness of prospective clients by analyzing financial statements, projections, appraisals, meeting and interviewing the prospective client’s management team, analyzing and obtaining a detailed understanding of the prospective client’s cash flows and balance sheet, leverage and key risks. Prepare, review and edit credit memos and present recommendations to senior approvers. Negotiate appropriate terms and conditions for the largest and most complex transactions, and work with deal teams to ensure appropriate documentation is in place. Identify critical transactional and structural risks and propose appropriate structuring alternatives to mitigate those risks. Ensure compliance with all policy and regulatory requirements. Required Qualifications: 7+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 6+ years of experience underwriting Investor Real Estate clients. Strong Investor Real Estate lending credit analysis skills with high attention to detail and accuracy. Experience with commercial, owner-occupied real estate lending including documentation, due diligence and regulatory compliance processes. Experience negotiating, managing and amending complex credit facility legal documentation. Strong risk management and compliance skills. Excellent verbal, written, and interpersonal communication skills. MBA degree preferred. Job Expectations: This position is not eligible for Visa sponsorship This position offers a hybrid work schedule Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process Ability to travel up to 10% of the time May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards Job Location: 300 Barr Harbor Dr., Conshohocken, PA 3100 West End Ave, Nashville, TN 1100 Abernathy Rd, Atlanta, GA 125 High St, Boston, MA 99 S Wood Ave, Iselin, NJ 4208 Six Forks Rd, Raleigh, NC 1901 6th Ave N, Birmingham, AL 320 Broad St, Charleston, SC 1 Independent Dr, Jacksonville, FL 100 S Ashley Dr, Tampa, FL 10 S Jefferson St, Roanoke, VA 24011 1751 Pinnacle Dr, McLean, VA 100 N Main St, Winston‑Salem, NC 350 E Las Olas Blvd, Fort Lauderdale, FL 1021 E Cary St, Richmond, VA 171 17th St NW, Atlanta, GA 550 S Tryon St, Charlotte, NC 51 JFK Pkwy, Short Hills, NJ Salary to be determined based on location Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $159,000.00 - $305,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 17 Aug 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Posted 1 week
Senior Analyst – Operations Financials
The Haskell Company - Jacksonville, FL 32207
At Haskell, you’re not just joining a company, you’re joining a nationally recognized Top Workplace where diverse perspectives and inclusive thinking drive stronger outcomes. Whether you’re starting out, growing your expertise, or leading the way, you’ll find a culture grounded in trust, driven by excellence, and built to support your goals. Here, you’ll have the opportunity, flexibility, and sense of belonging to grow your career your way—while making a real impact. Scope of Position Manages aiding the overall financial needs and processes of the project. Oversees compliance with company standards and best practices. Compile and analyze data pertaining to the measuring, tracking, and forecasting of project and group health and goals. the development of training programs or initiatives and receives training in company management tools, standards, policies, and procedures. Job Responsibilities Supervise and guide financial analysts and coordinators Coordinate with stakeholders to prepare standard financial deliverables for review and approval using multiple systems. Demonstrates full knowledge of the financial management systems. Monitor financial health by creating, reviewing, updating, and tracking cash flow, change management items, budgets, revenue, costs, and forecasts, across multiple systems. Assist in the development of strategies for financial corrective action. Maintains the setup, reconciliation, and maintenance of budgets. Competent in contract terms and conditions and able to communicate and coordinate the impacts on the financials including payment terms, retainage, tax, and lien law Manage project and group accounting processes (AP & AR). Manage and provide specific project or group assistance in administration, coordination, and compliance of necessary requirements and programs. Assess financial needs of the project(s) and develop plan. Oversees financial reporting requirements as necessary. Conducts audits as required to ensure compliance and determine status of health. Ability to utilize forecasting methods and able to assist in financial forecasting as required. Ability to train teams in financial related processes and procedures. Document financial changes using appropriate systems and forms to drive consistency and ensure compliance. Travel as required. Other duties which may be assigned as needed. Education & Years of Experience Bachelor’s degree in business administration, Accounting or Construction Management and 8 years’ experience, or 12 plus years’ experience in lieu of degree. Qualifications Experience in a commercial contracting environment preferred. Understanding cost and schedule development and controls preferred. Solid analytical ability with excellent written and verbal communication skills required. Knowledge of business intelligence tools such as Microsoft Power BI. Knowledge of ERP/Project Management platforms in general; experience using Procore, EcoSys and Experience with Oracle Cloud preferred. Environmental Factors and Physical Requirements While performing the duties of this job, team members may be required to visit alternate locations and therefore, must have ordinary ambulatory skills sufficient to do so. This position requires the ability to stand, walk, stoop, kneel, crouch, and manipulate (lift, carry, move) light to medium weights of 10-50 pounds. Requires good hand-eye coordination, arm, hand, and finger dexterity, including ability to grasp, and visual acuity to use a keyboard, operate equipment and read application/form information. The team member is frequently required to sit, reach with hands and arms, talk, and hear. Haskell will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990 and the Americans with Disabilities Act Amendments Act of 2008. The job description will be reviewed periodically as duties and responsibilities change with business necessity. Essential and marginal job functions are subject to modification. Haskell is a Drug-Free Workplace, and an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender, gender identity or gender expression, sexual orientation, marital status, military service and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. #LI-JP1 #LI-Hybrid #LI-MSR
Posted 1 week
Financial Services Sales Professional
New York Life - Jacksonville, FL 32256
As a Life Insurance Sales Professional at New York Life, you'll have the chance to shape your career while guiding clients toward a secure financial future. Joining our team means leveraging over 170 years of industry success and working within a company that's fully aligned with clients' interests. We offer a hybrid work environment, ensuring flexibility while you benefit from comprehensive health, vision, and dental plans, along with 401(k) matching. Our commitment to employee development is reflected in our vibrant company culture, emphasizing continuous training and education. You'll be part of a supportive community where your efforts have the potential to earn prestigious recognition like the Million Dollar Round Table, celebrating excellence in life insurance sales. At New York Life, we're proud of our outstanding financial strength ratings, underscoring our stability and dedication to innovation. This role offers the opportunity for both personal and professional growth, backed by our promise to invest in your potential. Let's work together to build not only strong financial futures for clients but also a rewarding career path for you. Compensation: $60,000 - $80,000 at plan earnings Responsibilities: Engage with clients to understand their financial goals and provide tailored life insurance solutions. Build and maintain strong relationships with clients, ensuring their needs are met and exceeded. Conduct thorough market research to identify potential clients and expand your network. Collaborate with team members to develop innovative sales strategies and achieve collective goals. Participate in ongoing training and professional development to enhance your sales skills and product knowledge. Utilize digital tools and resources to streamline the sales process and improve client interactions. Provide exceptional customer service by promptly addressing client inquiries and concerns with empathy and expertise. Qualifications: Experience in life insurance sales or a related field, demonstrating your ability to connect with clients and understand their needs. Proven track record of meeting or exceeding sales targets, showcasing your drive and commitment to success. Ability to conduct thorough financial assessments, guiding clients to make informed decisions about their life insurance options. Strong communication and interpersonal skills, enabling you to build lasting relationships with clients and colleagues. Familiarity with industry trends and product innovations, ensuring you provide clients with the most current advice and solutions. Proactive approach to identifying new business opportunities, contributing to the growth of the client base and the team. Commitment to continuous learning and development, participating in training programs to enhance your sales skills and product knowledge. About Company As a mutual company with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. We have over 170 years of industry success. We offer: Hybrid Opportunity Health/vision/dental 401(k) matching Outstanding company culture Training/education Some of our accolades include: A promise to work with you to build a strong financial future for both you and your clients #67 on Fortune 100 in 2021 A leading company with many agents qualifying for MDRT2 each year Highest possible financial strength ratings currently awarded to any life insurer: Standard and Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). 2MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. New York Life Insurance Company is an EOE M/F/Veteran/Disability/Sexual Orientation
Posted 1 week
Vice President, BSA
We Florida Financial - Jacksonville, FL
RadiFi Credit Union has an immediate vacancy for a Vice President, BSA to manage the Credit Union’s BSA/Fraud functions, ensuring compliance with all applicable regulations and Credit Union policies and procedures. This individual will manage the fraud team, provide recommendations to management related to fraud mitigation, and serve as the Credit Union contact for NCUA consumer affairs. Reporting to the Chief Administrative Officer, the Vice President will serve as an administrator for the Patriot Officer BSA/AML and Fraud software tool and Lexis Nexis Instant ID, ensuring full utilization of functionalities. Risk-related assessments, policies and procedures, staff and company-wide training will be an essential part of this role. A minimum of five years of similar or related experience within a financial institution encompassing a broad knowledge of products and services, with a strong familiarity with compliance-related issues, check holds, CTRs, and SARs is required. Fraud investigation experience is preferred. A two-year college degree, or completion of a specialized certification or licensing while maintaining required certification (s) for the role of BSA Compliance Officer, and maintaining a Certified Fraud Examiner Certificate. Exceptional communication and investigative skills are required, with the ability to deal with auditors, examiners, and senior management. RadiFi Credit Union: Since 1935, Radifi Credit Union has played a significant role in the community by committing to the Credit Union's promise of people helping people. Headquartered in Jacksonville, Florida, with assets exceeding $700 million, the organizational philosophy of RadiFi Credit Union strives to cultivate and empower its members to live vibrantly through care and guidance sets them apart.