Job Results
Financial Services
Posted 2 weeks
Branch Manager East Jacksonville
Wells Fargo - Callahan, FL 32011
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking accomplished, people-focused leaders interested in a Branch Manager career within the National Branch Network. This opportunity is designed for experienced managers who bring a strong foundation in branch leadership and are looking to apply their expertise within the Wells Fargo environment. As a Branch Manager, you will serve as the sales leader of the branch, accountable for acquiring, deepening and retaining customer relationships to drive consistent growth in primary checking, deposits, lending, credit cards and investments through disciplined execution, strong coaching, and effective performance management. You will lead, coach, and develop a team to consistently execute behaviors and improve banker productivity. You will foster an engaged, accountable culture focused on uncovering customer financial needs and recommending Wells Fargo solutions that deepen relationships and drive long-term value. You will balance growth objectives with strong operational risk management to protect customers, employees, and the company. Your onboarding starts with participation in the Branch Manager Readiness Program which is intended to offer a structured and supportive transition into leadership at Wells Fargo. Participants gain hands-on experience through guidance, mentorship, job shadowing, and practical learning opportunities in day-to-day branch operations. The program provides foundational knowledge, real-world practice, and leadership readiness needed to effectively lead a team and make an impact from day one. Successful completion of the Branch Manager Readiness program is required to transition into a Branch Manager position. Branch assignment is based on business need and branch availability at the time of placement. While in training, this position is an interim, nonexempt role. Employees currently serving in a Branch Manager role at Wells Fargo are not required to complete the program. In this role you will: Provide strong, inclusive leadership to build and retain a high-performing team, establishing clear expectations, and managing performance through targeted coaching to deliver sales, service, and operational excellence. Lead a branch team to proactively identify customer financial needs and deliver tailored consumer and business solutions that drive both customer value and business outcomes. Use branch manager routines to build individual capability, confidence, and productivity, delivering consistent, high-impact coaching through observation, feedback, and follow-up while holding the team accountable to behaviors and outcomes aligned to Wells Fargo priorities. Partner closely with internal sales partners to provide customers a comprehensive, coordinated Wells Fargo experience across Wealth & Investment Management, Business Banking, and Home Lending to maximize relationship depth, customer value, and branch performance. Identify opportunities for making banking easier for customers through education and demonstration of available digital options. Leverage reporting and employee observations to gain insight into strengths and opportunities, taking decisive action to improve team performance and expand primary bank relationships and wallet share. Demonstrate ownership by balancing growth, operational soundness, and talent decisions while proactively managing risk, resolving issues, and modeling behaviors that protect customers, employees, and the company. Required Qualifications: 5+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 2+ years of leadership experience Desired Qualifications: Proven ability to hire, coach, and develop sales professionals and direct reports, fostering a culture of accountability, collaboration, adaptability, and high performance. Demonstrated ability to lead a customer-focused sales culture, driving measurable growth through coaching, accountability, disciplined execution, and taking ownership of performance outcomes, talent decisions, and risk management. Ability to analyze performance, identify strengths and opportunities, and execute action plans that enable the team to achieve business objectives. Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment. Demonstrated success managing and coaching across affluent, high net worth, and business customer segments by identifying complex financial needs and building strong relationships with customers, internal partners, and community stakeholders. Ability to lead teams in influencing, educating, and connecting customers to technology, articulating the value of digital banking solutions to enhance customer experience. Knowledge of banking laws and regulations, including compliance controls, operational risk management, and loss prevention, with the ability to model and reinforce behaviors that protect customers, employees, and the company. Job Expectations: Ability to work a schedule that includes Saturdays. Ability to travel in assigned geography up to 50% of the time during the first 6 months (and prior to or up until placement in a specific branch), depending on location. SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply. This position is not eligible for Visa sponsorship. Posting End Date: 30 Mar 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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 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 2 weeks
Branch Manager East Jacksonville
Wells Fargo - Jacksonville, FL
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking accomplished, people-focused leaders interested in a Branch Manager career within the National Branch Network. This opportunity is designed for experienced managers who bring a strong foundation in branch leadership and are looking to apply their expertise within the Wells Fargo environment. As a Branch Manager, you will serve as the sales leader of the branch, accountable for acquiring, deepening and retaining customer relationships to drive consistent growth in primary checking, deposits, lending, credit cards and investments through disciplined execution, strong coaching, and effective performance management. You will lead, coach, and develop a team to consistently execute behaviors and improve banker productivity. You will foster an engaged, accountable culture focused on uncovering customer financial needs and recommending Wells Fargo solutions that deepen relationships and drive long-term value. You will balance growth objectives with strong operational risk management to protect customers, employees, and the company. Your onboarding starts with participation in the Branch Manager Readiness Program which is intended to offer a structured and supportive transition into leadership at Wells Fargo. Participants gain hands-on experience through guidance, mentorship, job shadowing, and practical learning opportunities in day-to-day branch operations. The program provides foundational knowledge, real-world practice, and leadership readiness needed to effectively lead a team and make an impact from day one. Successful completion of the Branch Manager Readiness program is required to transition into a Branch Manager position. Branch assignment is based on business need and branch availability at the time of placement. While in training, this position is an interim, nonexempt role. Employees currently serving in a Branch Manager role at Wells Fargo are not required to complete the program. In this role you will: Provide strong, inclusive leadership to build and retain a high-performing team, establishing clear expectations, and managing performance through targeted coaching to deliver sales, service, and operational excellence. Lead a branch team to proactively identify customer financial needs and deliver tailored consumer and business solutions that drive both customer value and business outcomes. Use branch manager routines to build individual capability, confidence, and productivity, delivering consistent, high-impact coaching through observation, feedback, and follow-up while holding the team accountable to behaviors and outcomes aligned to Wells Fargo priorities. Partner closely with internal sales partners to provide customers a comprehensive, coordinated Wells Fargo experience across Wealth & Investment Management, Business Banking, and Home Lending to maximize relationship depth, customer value, and branch performance. Identify opportunities for making banking easier for customers through education and demonstration of available digital options. Leverage reporting and employee observations to gain insight into strengths and opportunities, taking decisive action to improve team performance and expand primary bank relationships and wallet share. Demonstrate ownership by balancing growth, operational soundness, and talent decisions while proactively managing risk, resolving issues, and modeling behaviors that protect customers, employees, and the company. Required Qualifications: 5+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 2+ years of leadership experience Desired Qualifications: Proven ability to hire, coach, and develop sales professionals and direct reports, fostering a culture of accountability, collaboration, adaptability, and high performance. Demonstrated ability to lead a customer-focused sales culture, driving measurable growth through coaching, accountability, disciplined execution, and taking ownership of performance outcomes, talent decisions, and risk management. Ability to analyze performance, identify strengths and opportunities, and execute action plans that enable the team to achieve business objectives. Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment. Demonstrated success managing and coaching across affluent, high net worth, and business customer segments by identifying complex financial needs and building strong relationships with customers, internal partners, and community stakeholders. Ability to lead teams in influencing, educating, and connecting customers to technology, articulating the value of digital banking solutions to enhance customer experience. Knowledge of banking laws and regulations, including compliance controls, operational risk management, and loss prevention, with the ability to model and reinforce behaviors that protect customers, employees, and the company. Job Expectations: Ability to work a schedule that includes Saturdays. Ability to travel in assigned geography up to 50% of the time during the first 6 months (and prior to or up until placement in a specific branch), depending on location. SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply. This position is not eligible for Visa sponsorship. Posting End Date: 30 Mar 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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 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 2 weeks
Branch Manager East Jacksonville
Wells Fargo - Jacksonville, FL
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking accomplished, people-focused leaders interested in a Branch Manager career within the National Branch Network. This opportunity is designed for experienced managers who bring a strong foundation in branch leadership and are looking to apply their expertise within the Wells Fargo environment. As a Branch Manager, you will serve as the sales leader of the branch, accountable for acquiring, deepening and retaining customer relationships to drive consistent growth in primary checking, deposits, lending, credit cards and investments through disciplined execution, strong coaching, and effective performance management. You will lead, coach, and develop a team to consistently execute behaviors and improve banker productivity. You will foster an engaged, accountable culture focused on uncovering customer financial needs and recommending Wells Fargo solutions that deepen relationships and drive long-term value. You will balance growth objectives with strong operational risk management to protect customers, employees, and the company. Your onboarding starts with participation in the Branch Manager Readiness Program which is intended to offer a structured and supportive transition into leadership at Wells Fargo. Participants gain hands-on experience through guidance, mentorship, job shadowing, and practical learning opportunities in day-to-day branch operations. The program provides foundational knowledge, real-world practice, and leadership readiness needed to effectively lead a team and make an impact from day one. Successful completion of the Branch Manager Readiness program is required to transition into a Branch Manager position. Branch assignment is based on business need and branch availability at the time of placement. While in training, this position is an interim, nonexempt role. Employees currently serving in a Branch Manager role at Wells Fargo are not required to complete the program. In this role you will: Provide strong, inclusive leadership to build and retain a high-performing team, establishing clear expectations, and managing performance through targeted coaching to deliver sales, service, and operational excellence. Lead a branch team to proactively identify customer financial needs and deliver tailored consumer and business solutions that drive both customer value and business outcomes. Use branch manager routines to build individual capability, confidence, and productivity, delivering consistent, high-impact coaching through observation, feedback, and follow-up while holding the team accountable to behaviors and outcomes aligned to Wells Fargo priorities. Partner closely with internal sales partners to provide customers a comprehensive, coordinated Wells Fargo experience across Wealth & Investment Management, Business Banking, and Home Lending to maximize relationship depth, customer value, and branch performance. Identify opportunities for making banking easier for customers through education and demonstration of available digital options. Leverage reporting and employee observations to gain insight into strengths and opportunities, taking decisive action to improve team performance and expand primary bank relationships and wallet share. Demonstrate ownership by balancing growth, operational soundness, and talent decisions while proactively managing risk, resolving issues, and modeling behaviors that protect customers, employees, and the company. Required Qualifications: 5+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 2+ years of leadership experience Desired Qualifications: Proven ability to hire, coach, and develop sales professionals and direct reports, fostering a culture of accountability, collaboration, adaptability, and high performance. Demonstrated ability to lead a customer-focused sales culture, driving measurable growth through coaching, accountability, disciplined execution, and taking ownership of performance outcomes, talent decisions, and risk management. Ability to analyze performance, identify strengths and opportunities, and execute action plans that enable the team to achieve business objectives. Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment. Demonstrated success managing and coaching across affluent, high net worth, and business customer segments by identifying complex financial needs and building strong relationships with customers, internal partners, and community stakeholders. Ability to lead teams in influencing, educating, and connecting customers to technology, articulating the value of digital banking solutions to enhance customer experience. Knowledge of banking laws and regulations, including compliance controls, operational risk management, and loss prevention, with the ability to model and reinforce behaviors that protect customers, employees, and the company. Job Expectations: Ability to work a schedule that includes Saturdays. Ability to travel in assigned geography up to 50% of the time during the first 6 months (and prior to or up until placement in a specific branch), depending on location. SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply. This position is not eligible for Visa sponsorship. Posting End Date: 30 Mar 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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 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 2 weeks
Branch Manager East Jacksonville
Wells Fargo - Atlantic Beach, FL 32233
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking accomplished, people-focused leaders interested in a Branch Manager career within the National Branch Network. This opportunity is designed for experienced managers who bring a strong foundation in branch leadership and are looking to apply their expertise within the Wells Fargo environment. As a Branch Manager, you will serve as the sales leader of the branch, accountable for acquiring, deepening and retaining customer relationships to drive consistent growth in primary checking, deposits, lending, credit cards and investments through disciplined execution, strong coaching, and effective performance management. You will lead, coach, and develop a team to consistently execute behaviors and improve banker productivity. You will foster an engaged, accountable culture focused on uncovering customer financial needs and recommending Wells Fargo solutions that deepen relationships and drive long-term value. You will balance growth objectives with strong operational risk management to protect customers, employees, and the company. Your onboarding starts with participation in the Branch Manager Readiness Program which is intended to offer a structured and supportive transition into leadership at Wells Fargo. Participants gain hands-on experience through guidance, mentorship, job shadowing, and practical learning opportunities in day-to-day branch operations. The program provides foundational knowledge, real-world practice, and leadership readiness needed to effectively lead a team and make an impact from day one. Successful completion of the Branch Manager Readiness program is required to transition into a Branch Manager position. Branch assignment is based on business need and branch availability at the time of placement. While in training, this position is an interim, nonexempt role. Employees currently serving in a Branch Manager role at Wells Fargo are not required to complete the program. In this role you will: Provide strong, inclusive leadership to build and retain a high-performing team, establishing clear expectations, and managing performance through targeted coaching to deliver sales, service, and operational excellence. Lead a branch team to proactively identify customer financial needs and deliver tailored consumer and business solutions that drive both customer value and business outcomes. Use branch manager routines to build individual capability, confidence, and productivity, delivering consistent, high-impact coaching through observation, feedback, and follow-up while holding the team accountable to behaviors and outcomes aligned to Wells Fargo priorities. Partner closely with internal sales partners to provide customers a comprehensive, coordinated Wells Fargo experience across Wealth & Investment Management, Business Banking, and Home Lending to maximize relationship depth, customer value, and branch performance. Identify opportunities for making banking easier for customers through education and demonstration of available digital options. Leverage reporting and employee observations to gain insight into strengths and opportunities, taking decisive action to improve team performance and expand primary bank relationships and wallet share. Demonstrate ownership by balancing growth, operational soundness, and talent decisions while proactively managing risk, resolving issues, and modeling behaviors that protect customers, employees, and the company. Required Qualifications: 5+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 2+ years of leadership experience Desired Qualifications: Proven ability to hire, coach, and develop sales professionals and direct reports, fostering a culture of accountability, collaboration, adaptability, and high performance. Demonstrated ability to lead a customer-focused sales culture, driving measurable growth through coaching, accountability, disciplined execution, and taking ownership of performance outcomes, talent decisions, and risk management. Ability to analyze performance, identify strengths and opportunities, and execute action plans that enable the team to achieve business objectives. Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment. Demonstrated success managing and coaching across affluent, high net worth, and business customer segments by identifying complex financial needs and building strong relationships with customers, internal partners, and community stakeholders. Ability to lead teams in influencing, educating, and connecting customers to technology, articulating the value of digital banking solutions to enhance customer experience. Knowledge of banking laws and regulations, including compliance controls, operational risk management, and loss prevention, with the ability to model and reinforce behaviors that protect customers, employees, and the company. Job Expectations: Ability to work a schedule that includes Saturdays. Ability to travel in assigned geography up to 50% of the time during the first 6 months (and prior to or up until placement in a specific branch), depending on location. SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply. This position is not eligible for Visa sponsorship. Posting End Date: 30 Mar 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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 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 2 weeks
Branch Manager East Jacksonville
Wells Fargo - Ponte Vedra Beach, FL
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking accomplished, people-focused leaders interested in a Branch Manager career within the National Branch Network. This opportunity is designed for experienced managers who bring a strong foundation in branch leadership and are looking to apply their expertise within the Wells Fargo environment. As a Branch Manager, you will serve as the sales leader of the branch, accountable for acquiring, deepening and retaining customer relationships to drive consistent growth in primary checking, deposits, lending, credit cards and investments through disciplined execution, strong coaching, and effective performance management. You will lead, coach, and develop a team to consistently execute behaviors and improve banker productivity. You will foster an engaged, accountable culture focused on uncovering customer financial needs and recommending Wells Fargo solutions that deepen relationships and drive long-term value. You will balance growth objectives with strong operational risk management to protect customers, employees, and the company. Your onboarding starts with participation in the Branch Manager Readiness Program which is intended to offer a structured and supportive transition into leadership at Wells Fargo. Participants gain hands-on experience through guidance, mentorship, job shadowing, and practical learning opportunities in day-to-day branch operations. The program provides foundational knowledge, real-world practice, and leadership readiness needed to effectively lead a team and make an impact from day one. Successful completion of the Branch Manager Readiness program is required to transition into a Branch Manager position. Branch assignment is based on business need and branch availability at the time of placement. While in training, this position is an interim, nonexempt role. Employees currently serving in a Branch Manager role at Wells Fargo are not required to complete the program. In this role you will: Provide strong, inclusive leadership to build and retain a high-performing team, establishing clear expectations, and managing performance through targeted coaching to deliver sales, service, and operational excellence. Lead a branch team to proactively identify customer financial needs and deliver tailored consumer and business solutions that drive both customer value and business outcomes. Use branch manager routines to build individual capability, confidence, and productivity, delivering consistent, high-impact coaching through observation, feedback, and follow-up while holding the team accountable to behaviors and outcomes aligned to Wells Fargo priorities. Partner closely with internal sales partners to provide customers a comprehensive, coordinated Wells Fargo experience across Wealth & Investment Management, Business Banking, and Home Lending to maximize relationship depth, customer value, and branch performance. Identify opportunities for making banking easier for customers through education and demonstration of available digital options. Leverage reporting and employee observations to gain insight into strengths and opportunities, taking decisive action to improve team performance and expand primary bank relationships and wallet share. Demonstrate ownership by balancing growth, operational soundness, and talent decisions while proactively managing risk, resolving issues, and modeling behaviors that protect customers, employees, and the company. Required Qualifications: 5+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 2+ years of leadership experience Desired Qualifications: Proven ability to hire, coach, and develop sales professionals and direct reports, fostering a culture of accountability, collaboration, adaptability, and high performance. Demonstrated ability to lead a customer-focused sales culture, driving measurable growth through coaching, accountability, disciplined execution, and taking ownership of performance outcomes, talent decisions, and risk management. Ability to analyze performance, identify strengths and opportunities, and execute action plans that enable the team to achieve business objectives. Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment. Demonstrated success managing and coaching across affluent, high net worth, and business customer segments by identifying complex financial needs and building strong relationships with customers, internal partners, and community stakeholders. Ability to lead teams in influencing, educating, and connecting customers to technology, articulating the value of digital banking solutions to enhance customer experience. Knowledge of banking laws and regulations, including compliance controls, operational risk management, and loss prevention, with the ability to model and reinforce behaviors that protect customers, employees, and the company. Job Expectations: Ability to work a schedule that includes Saturdays. Ability to travel in assigned geography up to 50% of the time during the first 6 months (and prior to or up until placement in a specific branch), depending on location. SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply. This position is not eligible for Visa sponsorship. Posting End Date: 30 Mar 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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 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 2 weeks
Operations Executive
Intercontinental Exchange - Jacksonville, FL 32246
Overview: Job Purpose The Operations Executive (OE) serves as a strategic partner and central liaison for assigned clients, managing operational support across ICE Mortgage Technology (IMT) Platforms. This role ensures seamless integration between Client Support, Elevated Client Services, Account Management, and Professional Services to delivery exceptional client outcomes. The Operations Executive advocates for client needs internally while ensuring proactive, transparent, and solution-focused engagement. Operation at a higher level of strategic influence, this position requires executive presence, cross-functional leadership, and the ability to drive long-term client success and expansion. Responsibilities Client Relationship Management Serve as the operational liaison for the entire end-to-end ICE Mortgage Technology solution, coordinating with Client Support, Elevated Client Services, Professional Services, and internal stakeholders Establish structured communication cadence including weekly updates, monthly reviews, and quarterly business planning sessions Define tiered escalation protocols and maintain accurate contact matrices; provide proactive updates to IMT leadership on high-severity issues Manage client transitions from Implementation to ongoing support and align operational excellence with business development objectives Strategic Planning & Optimization Lead strategic planning sessions aligned with client business objectives; develop engagement strategies that enhance satisfaction, retention, and expansion Collect and apply client feedback to improve support operations; partner with product, engineering, and process teams to identify optimization opportunities Develop recommendations for operational improvements and expanded product utilization Incident Management & Advocacy Respond swiftly to escalations and high-severity incidents; participate in bridge calls and maintain transparency with leadership Implement proactive incident notification using predictive monitoring; lead post-incident debriefs and share Root Cause Analysis documentation Advocate for client needs requiring product solutions, enhancements, or seamless integrations; ensure alignment between IMT resources and client expectations Cross-Functional Collaboration Coordinate support across internal groups regarding escalations, product support, strategic initiatives, and policy changes Support multi-channel communication (email, phone, chat, collaboration tools) for unified client experience Represent Client Support as an advocate for service excellence; guide frontline consultants on client-specific requirements Build and maintain strong relationships with client executives and internal stakeholders through active listening and collaborative problem-solving Conduct regularly scheduled client meetings to review performance metrics, SLA attainment, and business outcomes Knowledge and Experience Exceptional critical thinking and analytical skills; ability to understand complex business challenges and develop strategic solutions Strong executive presence and stakeholder management; able to engage confidently with C-suite and senior leadership Demonstrated excellence in written and verbal communication; ability to translate technical concepts for executive audiences Proven ability to build and maintain strong client relationships through active listening, negotiation, and collaboration Excellent customer service orientation with commitment to client advocacy and satisfaction Strong project and portfolio management skills; ability to manage multiple clients and competing priorities Demonstrated ability to lead cross-functional teams and coordinate efforts across business units Proficiency in business process analysis, strategic planning, and requirements definition Strong organizational skills with attention to detail and ability to track complex initiatives Demonstrated entrepreneurial mindset with initiative, ownership, and drive to improve processes and outcomes Preferred Knowledge and Experience Bachelor’s degree in business, Finance, Accounting, Computer Science, or related field preferred 5+ years of experience in financial services, mortgage technology, or enterprise software client management 3+ years of account/relationship management experience with complex, enterprise clients Experience or knowledge of ICE Mortgage Technology products and services (Originations and/or Servicing platforms) Familiarity with mortgage industry operations, regulatory environment, and client business models Demonstrated experience managing escalations and high-severity incidents Background in consulting, professional services delivery, or client success Experience with multiple technology platforms and systems integration Willingness to travel as needed #LI-SF1 -: Intercontinental Exchange, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to legally protected characteristics.
Posted 2 weeks
Director, Delivery Program Manager
Nymbus, Inc. - Jacksonville, FL
Nymbus (https://nymbus.com/) isn't just a leader in fintech; we're a community of innovators passionate about reimagining banking. Our modern core platform and cloud-based technology empower financial institutions to evolve, scale, and deliver exceptional experiences. We operate with an AI-first mindset across all aspects of our business—continuously improving how we work and increasing the value we deliver to our clients. We're looking for individuals who are curious, systems-oriented, and driven to rethink how work gets done. This is a rare opportunity to help define how modern, AI-powered organizations operate—not just within Nymbus, but as a model for the broader industry. WORK ENVIRONMENT: We are a remote-first company, with occasional travel required for team collaboration or client engagement. POSITION SUMMARY: The Director, Delivery Program Manager is a strategic and operational role focused on designing how delivery actually works at Nymbus. This individual will architect the systems, workflows, and automation that power our project delivery organization. This is not a traditional project or program management role. It's an opportunity to reinvent how delivery works from the ground up. You'll design dynamic, AI-powered systems that replace manual coordination with scalable, automated execution. You will partner closely with Product, Engineering, and Delivery teams to design scalable, intelligent delivery frameworks that reduce manual effort and increase organizational effectiveness. You will play a pivotal role in shaping a next-generation delivery model that others will aspire to replicate. ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES: Design and implement AI-powered delivery workflows across the product development lifecycle Own the vision for AI-first delivery systems and drive its adoption across the department Define and build automation for project planning, status reporting, and risk identification Partner with Engineering to design and enhance delivery tooling and system integrations Establish and continuously evolve the delivery operating model to improve efficiency and outcomes Define, track, and refine delivery metrics, including predictive indicators for risk and performance Instrument workflows to capture meaningful data signals across delivery processes Identify opportunities to replace manual work with AI-generated outputs and automation Drive continuous improvement through experimentation, feedback loops, and data insights WHAT YOU'LL ACTUALLY DO Ask and answer critical system-level questions such as: Where can AI generate outputs instead of relying on manual effort? What signals best predict delivery risk or delays? How should delivery workflows be instrumented to generate actionable insights? How can we design systems that scale with minimal overhead? Translate delivery challenges into structured systems and repeatable processes Build frameworks that enable teams to move faster with greater clarity and less friction QUALIFICATIONS: Bachelor's degree in a related field or equivalent practical experience Experience designing or improving operational systems, workflows, or delivery processes Strong systems thinking and ability to connect processes, tools, and outcomes Experience working cross-functionally with Engineering, Product, and Delivery teams Ability to translate ambiguous challenges into structured, scalable solutions Strong communication skills with the ability to influence across teams Key Skills Systems thinking and architectural mindset Process design and workflow optimization Curiosity and hands-on interest in AI and automation Data-driven decision making and metrics orientation Ability to identify inefficiencies and design scalable improvements Nice to Have Experience with AI tools, automation platforms, or workflow orchestration tools Background in product development, program management, or delivery operations Familiarity with fintech, SaaS, or complex enterprise environments Experience defining or implementing delivery metrics and dashboards SALARY & BENEFITS: Annual Cash Bonus and Equity Options commensurate with the role level and experience 100% Remote 401(k) plan Insurance - Health, Dental and Vision Flexible Paid Time Off Ready to join? We invite you to watch this video and learn who we are and how we build and innovates together! Let's Go!
Posted 2 weeks
Mortgage Fulfillment Specialist
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. Mortgage Fulfillment Specialist ACCOUNTABILITY STATEMENT The Mortgage Fulfillment Specialist is accountable for providing support to the Mortgage Origination and Fulfillment Department. A substantial portion of the daily work involves handling confidential and sensitive member information which requires appropriate care. This position must have basic knowledge of financial institution protocol as well as basic knowledge of the mortgage lending environment including federal and state regulations as well as VyStar policies and procedures. The Mortgage Fulfillment Specialist reports directly to the Mortgage Fulfillment Supervisor and indirectly to the Mortgage Loan Processing Manager. ESSENTIAL RESPONSIBILITIES Quality Control Monitors VyStar’s online mortgage application system for incoming first mortgage, home equity loan (HELOAN), home equity line of credit (HELOC), land, Construction2Perm, FHA and VA applications daily. Completes loan file set-up of purchases, refinances, HELOAN, and HELOC’s. Determine loan status and assign accordingly. Sends initial disclosure and redisclosure package to members via electronic and via regular mail if the member did not accept electronic disclosures. Ensures that all loan files are disclosed timely and meet current Federal, State and NCUA guidelines regarding compliance. Initial and Redisclosures Daily email to management with applications received. Purchases with contract – Manually adjust fees according to contract for seller, buyer, lender, or realtor paid fees. If an application is received without a contract – email the loan originator to advise if there is a contract. Send out initial disclosures through USPS or FedEx. Purchases without a contract – if an application is received without a contract email originator to advise if there is a contract. If no contract, then manually adjust fees to be paid by the buyer. Send out disclosures through electronic, USPS or FedEx mail. Refinances, HELOAN, and HELOCs– review fees and send out disclosures through electronic or USPS mail or FedEx mail Member Service Communicate effectively and provide communication support to origination department as needed to ensure all members, internally and externally, receive timely contact. Including but not limited to rate options, appraised value, initial disclosures and application assistance. Support Desk Requests Daily completion of Written Employment Verification requests and follow ups from Mortgage Loan Origination and Mortgage Fulfillment Daily completion of Homeowners & Flood Insurance, Payoffs and Title Order requests and follow-ups from Mortgage Fulfillment team. Daily review of the Mortgage Support Requests email box to review and upload written verification requests for employment, homeowner's insurance, flood insurance and payoff requests from the Mortgage Loan Origination team and Mortgage Fulfillment Additional Responsibilities: Monitors the incoming member documentation via multiple (channels, including but not limited to right fax, email, incoming mail, and delivery through mortgage LOS. Review and name unidentified documents to facilitate automated distribution and electronic notification to appropriate mortgage staff of newly received loan file documentation. Participates on the User Acceptance Testing Team for mortgage loan origination systems releases and enhancements related to the origination of mortgage loan applications. Works cohesively with the Mortgage System Analyst as well as other testers to communicate results and proactively recommend improvements that will leverage technology to streamline the mortgage application process. Identify and make recommendations to the VP Mortgage Fulfillment, Mortgage Loan Processing Manager, Mortgage Sales Managers, Mortgage Fulfillment Supervisor, Processing Supervisor and Closing Manager regarding process improvements, quality member service, and increased efficiencies within the origination and disclosure of mortgage loans. Responsible for understanding mortgage department goals as well as Credit Union goals and pro-actively works toward attainment of those goals. 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. Demonstrates 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. JOB QUALIFICATIONS EDUCATION High School Diploma or GED required. CERTIFICATION The employee is required to fulfill and uphold all criteria as a registered mortgage loan originator working for a Federally regulated Institution under the Nationwide Mortgage Licensing System and Registry (NMLS). The employee must comply with all provisions of the Act as defined in the Secure and Fair Enforcement of Mortgage Licensing Act of 2008 (S.A.F.E. Act) and credit union S.A.F.E. Act Procedures. EXPERIENCE 2+ years of experience in a role involving direct customer interaction, including product sales, administrative processing, or customer service. Experience in a financial institution, preferably in mortgage lending, is preferred. Prior exposure to the lending processing, familiarity with credit reporting, terminology, evaluation, and interest computation methods is preferred. KNOWLEDGE, SKILLS, ABILITIES Computer literacy is required. Proficiency with Microsoft Office applications including Word, Excel, Outlook and Teams. Ability to manage multiple priorities, strong detail orientation, highly organized with a strong sense of urgency. Able to work in a fast-paced working environment and work overtime when needed. Ability to analyze information for preparation of reports and/or other documentation. The successful candidate for this position must have excellent communication skills and the ability to interface effectively with members and staff to ensure smooth workflow and provide efficient service to members while staying abreast of changing policies and procedures. Must be able to work independently on a professional level. Familiarity with conventional and equity loan financing as well as a high-level knowledge of all regulations governing mortgage lending is preferred. Assuming the above prior experience, an incumbent selected for this position would need three months to be fully functional in the position. 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 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
Posted 2 weeks
Mortgage Servicing Supervisor
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. Mortgage Servicing Supervisor ACCOUNTABILITY STATEMENT Supervises the daily operations of the mortgage loan servicing staff tasked with the various processes associated with servicing first mortgages, equity loans, and mobile home loans to ensure loans are serviced in accordance with VyStar policies/procedures, secondary market requirements, private mortgage insurance company requirements, and state/federal regulations. Must demonstrate proficiency in federal and state regulations pertinent to all aspects of mortgage loan servicing activities. Staffs, trains, supervises evaluates and develops employees. ESSENTIAL JOB FUNCTIONS Supervises general mortgage servicing and mortgage document retention staff related functions consistent with VyStar Credit Union policies and procedures, secondary market guidelines, and state/federal regulations Monitors daily work assignments and timeliness of completion of same to ensure all production deadlines are adhered to. Schedules and assigns work to improve productivity as needed. Makes mortgage loan servicing decisions as authorized by policy and in conjunction with secondary market, private mortgage insurance and federal/state regulations. Ensures staff receives pertinent training to complete all job-related skills and soft skills to support employee growth and development. Completes and administers monthly benchmark review and on-on-one’s timely for employee mentoring and coaching opportunities. Completes and administers annual evaluations for general mortgage servicing staff within credit union timelines. Handles escalated member calls related to mortgage servicing activities. Monitors inbound and outbound mortgage servicing calls for quality assurance. Reviews mortgage servicers queue productivity, follow-up exceptions, daily performance activity, employee attendance and punctuality. Monitors all servicing related reporting from the credit union core servicing system and customized reports to ensure they are worked in a complete, timely and accurate manner. Ensures reports are worked within mortgage management defined timelines and that any issues noted are addressed and resolved promptly. Works with servicing staff to ensure desktop and published credit union procedures reflect current practices and are periodically reviewed to guide employees on performing their daily tasks in a productive and efficient manner. Promotes technological enhancements that will allow the servicing related tasks and responsibilities to be completed in an accurate, timely and efficient manner. Promotes a positive and cohesive environment across all units operating within the Mortgage Servicing Department and throughout the credit union. Cross-sells other credit union services. Consistently adheres to VyStar core values and Code of Ethics and acts in accordance with those values. Performs the activities and projects as assigned and requested by the Mortgage Servicing Manager, and/or Vice President Mortgage Servicing. Assumes duties of Mortgage Loss Mitigation Supervisor and/or Mortgage Servicing Manager in the event of absence within the scope of authority assigned. Identify and make recommendations to Mortgage Servicing Manager and/or Vice President Mortgage Servicing regarding process improvements, quality service and increased efficiencies Performs other duties as assigned 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. Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors and to provide support and feedback to employees assigned to the servicing unit to consistently practice and demonstrate VyStar Excellence behaviors in performing the duties and responsibilities of their position. Expected VyStar behaviors are defined as: Focus Focus your full attention by carefully listening to and observing your client or member. Connect Consistently be friendly and approachable demonstrate you care. Understand Listen empathetically and ask questions (70%/30%) Counsel Recommend solutions based on your client’s or member’s needs and objectives. Advance Ensure that member’s expectations are exceeded. Verify follow-up action. QUALIFICATIONS EXPERIENCE Incumbent must have a minimum of six years experience in a financial or lending institution with direct member contact in mortgage servicing for conventional, equity, and mobile home loans. EDUCATION The minimum formal education required is completion of high school. Undergraduate and/or graduate degrees in management, business, finance or accounting are preferred but not required for this position. A minimum of two years experience in a leadership or supervisory position is required or attained level of Mortgage Servicer III. Specialized classes in mortgage servicing, accounting, economics or related fields are preferred. Continuing education via local conferences and workshops is required for updates on federal regulations and secondary market requirements. Must be knowledgeable of the state/federal regulations governing mortgage servicing. The incumbent must be well versed in secondary market servicing guidelines specific to the servicing of mortgage loans KNOWLEDGE, SKILLS, & ABILITIES Incumbent must have a minimum of six years experience in a financial or lending institution with direct member contact in mortgage servicing for conventional, equity, and mobile home loans. Incumbent must be well versed in servicing requirements for secondary market guidelines, private mortgage insurance company requirements, state/federal regulations and credit union policies/procedures related to mortgage loan servicing activities. Knowledge of federal and state regulations related to mortgage loan servicing such as Fair Credit Reporting Act, Escrow Regulations, Truth in Lending Act, Real Estate Settlement Procedures Act and Flood Regulations. Applicant must have positive, well-developed communication skills, both written and oral, be detail oriented, have good organizational and active listening skills, the ability to work in a fast-paced environment and proven ability to work with others. Proven ability to work under stress and in a heavy workload environment. Must have professional conduct and appearance and be self-motivated. Must work under the philosophy of “people helping people” and be able to communicate with members and legal council at all levels. Incumbent must demonstrate the qualities of a self-starter and one who follows through on all job duties. Must understand basic functions of a PC and be proficient in the use of a financial calculator and copier. Machines used in the performance of this position include PC, printer, multi-function equipment, phone equipment and building alarm system. Familiarity with the operation of building equipment and machines operated by the department employees is considered beneficial in problem solving. Demonstrated ability and working knowledge of all Microsoft Office applications is required 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. 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
Posted 2 weeks
Mortgage Hardship Specialist
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. Mortgage Hardship Specialist ACCOUNTABILITY STATEMENT The mortgage loan hardship specialist processes mortgage financial hardship requests, modifications and HELOC maturity requests received from members. The incumbent is expected to perform multiple duties; they act as a loan processor and are responsible for reviewing documents received, calculating debt ratio, pulls credit report and automated valuation, makes a recommendation to management of a solution for the borrower based on file review. Upon approval of the member’s request, the incumbent prepares the closing package for member signatures, preforms all core system maintenance within department timelines and completes quality control functions on the closing package and system changes to ensure accuracy. All activities related to processing a mortgage hardship request must be conducted timely in compliance with credit union policies, private mortgage insurance guidelines, secondary market servicing guidelines, and federal and state regulations. The incumbent will report to the Mortgage Loss Mitigation Supervisor. ESSENTIAL FUNCTIONS Reviews incoming mortgage loan hardship, modification and HELOC maturity requests and accompanying documentation for completeness. Pulls and reviews credit report to ensure the accurate calculation of housing to income and debt to income ratios, reviews Automated Valuation to determine property value. Prepares required hardship departmental worksheets and makes a recommendation to management based on their review that will best assist the member based on their specific situation. Communicates final hardship decision to the member, including terms and conditions of hardship approval or reasons for a hardship declination and schedules date/time/location for member to execute mortgage modification documentation. Prepares and sends notice of adverse action for denied mortgage loan hardship requests. Completes the core system mortgage loan changes required to ensure loan is serviced in conjunction with the terms and conditions of approved mortgage modification. Notates special payment arrangements in credit union collection system throughout the mortgage modification process. Makes special payment arrangements with member(s) during hardship review process to confirm member’s willingness to make mortgage payments. Cross-trained to work the collection system queues to ensure each delinquent account has been followed for activity and account is accurately documented in the core collections systems. Identify and make recommendations to Mortgage Loss Mitigation Supervisor and/or Mortgage Servicing Manager regarding process improvements, quality service and increased efficiencies. Performs other duties as assigned. Cross-sells other credit union services. 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. Incumbent is expected to 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 client or member. Connect - Consistently be friendly and approachable. Demonstrate your care. Understand - Listen empathetically and ask questions (70%/30% rule). Counsel - Recommend solutions based on your member’s needs and objectives. Advance - Ensure that member’s expectations were exceeded. Verify necessary follow-up actions. JOB QUALIFICATIONS AND EXPERIENCE Three + years’ experience in customer service, collections or mortgages with a financial institution. Knowledge of federal and state regulations related to mortgage lending such as the Equal Credit Opportunity Act, Truth in Lending Act, Real Estate Settlement Procedures Act as well as the regulations related to collection activities such as the Fair Credit Reporting Act, Fair Debt Collections Practice Act (FDCPA), and Federal Bankruptcy Laws. In addition, the incumbent must stay abreast of loss mitigation guidelines for the private mortgage insurance companies and secondary market servicing guidelines. Applicant must have positive, well-developed communication skills, both written and oral, be detail oriented, have good organizational and active listening skills, the ability to work in a fast-paced environment, and proven ability to work with others. Must have professional conduct and appearance and be self-motivated. Must work under the philosophy of “people helping people” and be able to communicate with members and legal counsel at all levels. Applicants must demonstrate the qualities of a self-starter and one who follows through on all job duties. Equipment to be used in the daily performance of job duties include PC, and multi-function equipment (fax, scanner, and copier) is required. Knowledge of all Microsoft Office applications and credit union software and/or core operating systems pertinent to completing various tasks and responsibilities of the position is required. EDUCATION/TRAINING The minimum formal education required is completion of high school. Specialized classes in financial counseling, foreclosure, short sales, deed in lieu and bankruptcy is preferred. Must be knowledgeable of the state/federal regulations governing mortgage collections and modification documentation. The incumbent must be well versed in secondary market servicing guidelines specific to the collection activities and workout agreements. Continuing education via local conferences and workshops is required for updates on federal and state regulations. DISCLAIMERS AND WORK ENVIRONMENT The work environment characteristics described here 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. Nothing in this position description is an implied contract for employment. The functions are not all encompassing and are subject to change at any time by management. As required or requested, may exert up to 20 pounds of force occasionally and/or negligible amount of force constantly to lift, carry, push, pull, or otherwise move objects. 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