Job Results
Financial Services
Posted 2 weeks
Senior Account Manager – Commercial Lines
Insurance Office of America - Saint Johns, FL 32233
Job Description: Title: Senior Account Manager - Commercial Lines Fully Remote: Eastern or Central Time Zones | Location: Longwood, FL Book Focus: Contractors, Construction, Hospitality, Real Estate, General Requirement: active property & casualty license Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. Serve as a subject matter expert for the account management team. Key Responsibilities: Technical Competence: Maintain a high degree of technical competence and industry expertise. Team Leadership: Direct daily activities and workflow of the account management team. Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis. Policy Management: Manage policy expirations and renewals. Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals. Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. Policy Compliance: Stay updated on company policies and procedures. Continuous Improvement: Seek and adopt best practices to improve individual and team performance. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: 5+ years of account management experience, or 7+ years in the insurance industry Thorough knowledge of insurance brokerage and client needs Required active licensing; professional designation (CIC or equivalent) preferred Strong analytical, problem-solving, and decision-making skills Exceptional customer service, communication, multitasking, and organizational skills Proficiency in MS Office (Outlook, Word, Excel) High School Diploma (or equivalent) What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is $80,000.00 - $100,000.00 annually depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Posted 2 weeks
Direct Sales Agent Specialist (2462) – Direct Auto
Direct Auto - Jacksonville, FL 32244
National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers’ evolving needs. We offer home, auto and accident and health insurance, as well as other specialty niche insurance products, through a large network of independent insurance agents, as well as directly to consumers. Job Description The Direct Sales Agent Specialist (Direct Auto Insurance is an Allstate Business) is responsible for the profitable growth and attainment of business goals by driving new business sales and understanding customers’ needs to build rapport and trust. This position drives sales and builds and retains their book of business within the market / retail location. This position is responsible for attracting and generating new customers and cross-selling existing customers, in support of our product offerings including but not limited to Auto, Life, Auto Club, and Roadside Assistance. This role sells to walk-in customers, markets products outside of the office via marketing calls and in-person visits creating community relationships to promote continued growth and assists customers in the office. Want to grow your sales career with one of the fastest growing auto insurers in the country? Start a new career in a performance-driven environment where you’re recognized and rewarded for your results? If you are ready to start working in a fun & exciting environment where making a difference matters, then apply to join our team today! What makes Direct Auto Insurance unique? Day 1 Benefits Medical, Dental, Vision, Tuition Reimbursement, Pension & so much more! 20 PTO Days per year & 6 Paid Holidays! Ability to sell a multitude of industry-leading products through retail stores and phone! Entrepreneurial, performance-based, and results-focused culture! Multi-tiered and comprehensive paid training program! Base hourly rate plus uncapped monthly incentive! Minimum Qualifications: 0 – 2 years of experience P&C licensing (Preferred) or must attain required licensure within 90 days of joining the company. Preferred Skills and Competencies: Successfully closes sales of insurance and ancillary products. Meets and exceeds sales goals through new product sales, cross sell / retention of customers. Leverages community contacts (natural market) to continually build a sales pipeline, as well as an active physical presence in your own community to build multiple centers of influence/referral sources (car dealerships, local events, community organizations, etc.). Initiate outbound calling to established target customer base for Product offerings. Monitors key competitors in the local market area and makes suggestions on initiatives that could improve the company’s position in the marketplace. Works with Direct Sales Leadership to plan, implement, and manage marketing and sales processes to achieve production and growth goals. Delivers optimal results within appropriate metrics, including quality, quantity, timeliness, productivity, customer satisfaction and financial performance, including compliance with all rules, procedures, and standards consistent with the manager’s supervision. Understands, promotes, and remains current on company underwriting guidelines, announcements, and memos related to changes in company policies and procedures. Receives customer payments, issues receipt and verifies reports of receipts for cash drawers. #RR1 Skills Active Learning, Adaptability, Business Integrity, Customer Service, Persuasion, Sales, Social Orientation, Time Management Compensation Base compensation: $20.00 per hour Total Compensation: In addition to the base hourly rate, total compensation for this role may include incentive pay, such as commissions and bonuses, based on individual and team performance. Joining our team isn’t just a job — it’s an opportunity. One that takes your skills and pushes them to the next level. One that encourages you to challenge the status quo. One where you can shape the future of protection while supporting causes that mean the most to you. Joining our team means being part of something bigger – a winning team making a meaningful impact. Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For jobs in San Francisco, please click “here” for information regarding the San Francisco Fair Chance Ordinance. For jobs in Los Angeles, please click “here” for information regarding the Los Angeles Fair Chance Initiative for Hiring Ordinance. To view the “EEO Know Your Rights” poster click “here”. This poster provides information concerning the laws and procedures for filing complaints of violations of the laws with the Office of Federal Contract Compliance Programs. To view the FMLA poster, click “here”. This poster summarizing the major provisions of the Family and Medical Leave Act (FMLA) and telling employees how to file a complaint. It is the Company’s policy to employ the best qualified individuals available for all jobs. Therefore, any discriminatory action taken on account of an employee’s ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, sexual and reproductive health decision, marital status, medical condition, military or veteran status, national origin, race (include traits historically associated with race, including, but not limited to, hair texture and protective hairstyles), religion (including religious dress), sex, or sexual orientation that adversely affects an employee's terms or conditions of employment is prohibited. This policy applies to all aspects of the employment relationship, including, but not limited to, hiring, training, salary administration, promotion, job assignment, benefits, discipline, and separation of employment. National General Holdings Corp., a member of the Allstate family of companies, is headquartered in New York City. National General traces its roots to 1939, has a financial strength rating of A– (excellent) from A.M. Best, and provides personal and commercial automobile, homeowners, umbrella, recreational vehicle, motorcycle, supplemental health, and other niche insurance products. We are a specialty personal lines insurance holding company. Through our subsidiaries, we provide a variety of insurance products, including personal and commercial automobile, homeowners, umbrella, recreational vehicle, supplemental health, lender-placed and other niche insurance products. Companies & Partners Direct General Auto & Life, Personal Express Insurance, Century-National Insurance, ABC Insurance Agencies, NatGen Preferred, NatGen Premier, Seattle Specialty, National General Lender Services, ARS, RAC Insurance Partners, Mountain Valley Indemnity, New Jersey Skylands, Adirondack Insurance Exchange, VelaPoint, Quotit, HealthCompare, AHCP, NHIC, Healthcare Solutions Team, North Star Marketing, Euro Accident. Benefits National General Holdings Corp. is an Equal Opportunity (EO) employer – Veterans/Disabled and other protected categories. All qualified applicants will receive consideration for employment regardless of any characteristic protected by law. Candidates must possess authorization to work in the United States, as it is not our practice to sponsor individuals for work visas. In the event you need assistance or accommodation in completing your online application, please contact NGIC main office by phone at (336) 435-2000.
Posted 2 weeks
Employee Compliance Manager – Vice President
Deutsche Bank - Jacksonville, FL
Job Description: Job Title Employee Compliance Manager Corporate Title Vice President Location Jacksonville Overview Compliance is seeking a Vice President to lead our Employee Compliance Team. You will be expected to lead a team that monitors, investigates, reviews and approves personal employee trading accounts, and trade requests for staff members in the Americas Region. The team is also responsible for performing surveillance of employee trading accounts and personal activity to detect violations of the Firm’s Employee Compliance Policies. What We Offer You A diverse and inclusive environment that embraces change, innovation, and collaboration A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days Employee Resource Groups support an inclusive workplace for everyone and promote community engagement Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits Educational resources, matching gift and volunteer programs What You’ll Do You will manage the run-the-bank processes and teams relating to Personal Account Dealing (PAD), and Employee Compliance Attestations for the Americas region You will review high volume of employee trading alerts flagged as potential violations of the Employee Trading Policies via Alert Manager. Apply knowledge of industry and policies to each alert to determine if there is a potential violation You will review and approve employee requests for trade preclearance and disclosure of brokerage accounts You will escalate and communicate clearly, both in writing and orally, with peers and Manager regarding issues encountered, questions and any data irregularities You must have the ability to develop criteria for gathering business requirements for related projects, review functional requirements, participate in project meetings, perform user acceptance testing, manage post implementation issues and system enhancements You must conduct and manage daily surveillance of executed trades in Employee and Employee related personal trading accounts to ensure compliance with the Firm’s Trading Policies How You’ll Lead You will be responsible for supervising, managing, and motivating team members. Setting clear team goals and delegating tasks as needed You will discover training needs and provide coaching. Monitor team performance and report on metrics You will establish and maintain close collaborative working relationships with Business Line Compliance, Business Control Units, Investigative function, and key business stakeholders to mitigate risks associated to staff member disclosures Skills You’ll Need Experience in people management / team leadership and process management and design Moderate experience in a Compliance/Employee Support model Bachelors’ degree or equivalent work experience Prior experience in approving personal trade requests MS Excel, PowerPoint, SharePoint skills required (pivot tables, experience with large data sets, proficient in data manipulation and presentation) Skills That Will Help You Excel A strong team leader, able to work effectively under pressure and to tight deadlines, capable of exercising sound judgement and good decision-making in managing risk, while demonstrating integrity, trust and fairness in all that you do Able to share information, knowledge and expertise with team members and stakeholders in varying teams and across the hierarchy Exceptional detail oriented, organizational, writing and communication skills with the ability to multi-task on several different assignments/projects, works well under pressure and meet deadlines Strong interpersonal and communication skills including ability to communicate professionally and effectively, while using discretion with sensitive and confidential data, across all mediums with staff at all levels Ability to identify, escalate and communicate issues to management in an effective and succinct manner Expectations It is the Bank’s expectation that employees hired into this role will work in the Jacksonville office in accordance with the Bank’s hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in Jacksonville is $96,000 to $152,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration. Deutsche Bank Benefits At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more! Learn more about your life at Deutsche Bank through the eyes of our current employees https://careers.db.com/life The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice please email [email protected] . #LI-HYBRID We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank’s Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights ; Employee Rights and Responsibilities under the Family and Medical Leave Act ; and Employee Polygraph Protection Act .
Posted 2 weeks
Accounting Manager
McLaren Industries - Jacksonville, FL 32217
*About us:* McLaren Industries is one of the fastest-growing companies in our industry, and we are not slowing down. We are a performance-driven organization built on results, accountability, and a relentless pursuit of excellence. We are looking for high-energy, sharp, and driven individuals who want more than just a job — we want people who are motivated to win. This is not an environment for average performers. We surround ourselves with top-tier talent and expect our team to bring intensity, focus, and a strong work ethic every day. Our ideal candidate is intelligent, resourceful, and polished, with a positive attitude and a competitive drive to succeed. If you are someone who sets high standards for yourself and is committed to continuous growth, you will thrive here. At McLaren Industries, we believe that to be the best, you must work with the best. That’s why we are intentional about building a team of above-average performers who push each other to elevate, improve, and deliver results. We look forward to meeting you and welcoming you to our global team of over 1,000 employees. *Seeking:* We are seeking an experienced Senior Accounting Manager with extremely strong Quickbooks skills and experience to join our team. As an Accounting Manager, you will be responsible for overseeing the financial operations of our group of companies, ensuring accuracy and compliance with accounting principles. This is a key role that requires strong analytical skills, attention to detail, and the ability to effectively communicate financial information. Quickbooks Desktop or Enterprise experience is required. *Duties and Responsibilities:* Manage and oversee the daily accounting and banking operations of the numerous entities Perform bank reconciliations and support tax return preparation by CPA Perform account analysis and general ledger reconciliation to ensure accuracy Prepare and review journal entries for proper recording of financial transactions Interpret financial reports and provide insights to management for decision-making Prepare financial statements in accordance with GAAP guidelines Ensure compliance with all relevant tax laws and regulations Conduct financial analysis to identify trends, variances, and opportunities for improvement Collaborate with other departments to streamline processes and improve efficiency Stay updated on industry trends and changes in accounting standards Other duties as assigned *Qualifications:* Bachelor’s degree in accounting or finance from an accredited university with minimum 3.2 GPA in Accounting. Must have 6-10 years of experience in QuickBooks enterprise or desktop. Must have 6-10 years of experience in Accounting. Experience working for large distribution companies preferred. Must be able to supply two (2) verifiable prior work references. Excellent organizational and time management skills. Excellent management and supervisory skills Excellent written and verbal communication skills. This is not a remote or hybrid role. Must be able to work in our Jacksonville FL headquarters. Job Type: Full-time Pay: From $72,500.00 per year Benefits: * 401(k) matching * Dental insurance * Health insurance * Life insurance * Paid time off * Vision insurance Application Question(s): * How many years of QB Desktop or Enterprise Experience do you have? Work Location: In person
Posted 2 weeks
VP, Credit Administrator
Axos Bank - Jacksonville, FL
Axos Bank Target Range: $120,000.00/Yr. - $145,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 15% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 15% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. About This Job The Credit Administrator provides credit oversight through initial and periodic credit reviews and evaluation, loan structuring, and engagement with legal counsel for an assigned portfolio of commercial borrowers. This role is responsible for reviewing and approving loan submissions within the designated credit approval authority. Responsibilities: Manages credit requests from origination to approval Performs pre-approval and post-approval activities Prepares offerings and/or scorecards, such as risk ratings, by analyzing credit, collateral strength, and financial worthiness of loan/transaction parties Prepares loan offerings for all types of transactions at any level of complexity Adheres to specific service level agreements, underwriting credit policies, and risk management guidelines to ensure requests have been appropriately structured and underwritten within the context of existing credit or syndication policies Uses independent judgement to identify risks Provides recommendations for credit decisions and structuring Performs ongoing credit risk management Identifies or confirms all external regulatory requirements Ensures internal policies/procedures are followed Qualifications: Bachelor's degree 7+ years of experience with a focus in one or more of the following areas: Credit Risk Management, Credit Administration, Commercial Lending, Special Assets Excellent knowledge of commercial credit framework, and basic commercial credit legal documentation principles Excellent Credit Analysis skills Existing single signature credit authority is a plus Existing equipment leasing experience highly preferred Axos Employee Benefits May Include: Medical, Dental, Vision, and Life Insurance Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year) HSA or FSA account and other voluntary benefits 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading About Axos Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We’re a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers. Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX). Learn more about working at Axos Pre-Employment Background Check and Drug Test: All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization. Equal Employment Opportunity: Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws. Job Functions and Work Environment: While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc. The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. E-Verify and Right to Work Notices Axos participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States. The E-Verify program is an internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. IER Right to Work Poster (English/Spanish) E-Verify Participation Poster (English/Spanish)
Posted 2 weeks
Chief Financial Officer
Aging True - Jacksonville, FL 32210
Pay: $110,000.00 per year Summary: This position is designated as an Officer of the corporation and is responsible for all financial and fiscal management aspects of the Organizations Community Senior Services, Inc. (“CSS”) and Urban Jacksonville, Inc. (“UJI”) and all related entities, reporting directly to the Chief Executive Officer and the Board of Directors. It provides leadership and coordination in the administrative, strategic planning, accounting, budgeting and compliance audits functions, and has overall responsibility for all financial activities of the Organization. Qualifications/Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Master’s degree in Business and/or Accounting from an accredited college or university Certified Public Accountant (CPA) licensed by the State of Florida and/or has a Certified Management Accountant (CMA) certification As an Officer of the corporation, one must demonstrate and embody sound judgement, ethical standards, and exemplary leadership Prefer at least five years of in-depth financial and reporting management experience in non-profit entities with budgeted revenues of at least $10 million; experience with non-profit audits is a plus Excellent organizational and planning skills, verbal and writing communication skills, and interpersonal skills Knowledge of non-profit accounting rules in accordance with U.S. Generally Accepted Accounting Principles (“U.S. GAAP”) and OMB Circular A-133 Knowledge of computerized financial, accounting and management information reporting systems Knowledge of federal and state regulations as they affect non-profit entities Ability to analyze complex financial data; prepare financial reports, statements, analyses, and projections; and handle multiple projects at one time Strong supervisory and management skills Essential Functions: Ability to achieve strategic results through the ongoing strategic planning process as an integral member of the executive leadership team Provide strategic recommendations to the Chief Executive Officer and Board of Directors based on financial analysis and projections, cost identification and allocation, and revenue/expense analysis Effectively and strategically manage assigned personnel to produce departmental deliverables and outcome measures. Oversee and coordinate both long and short-term budget planning and cost management in alignment with the organization’s mission and strategic goals Oversee and coordinate all external and internal financial reporting for the Organization in accordance with U.S. GAAP and OMB Circular A-133 Ensure that the Organization and its related entities have adequate internal accounting controls and effective fraud prevention policies Monitor and manage cash flow and investments to ensure adequate cash flow for the Organization and its related entities Monitor and manage all banking relationships and activity Attend all Board of Directors, Investment and Audit Committee and sub-Committee meetings and report on financial results of the Organization and its related entities Procure all business insurance policies while ensuring adequate risk coverage for the Organization and its related entities Monitor the operating results and operations of the Cathedral Residences and work closely with the outside management agent for those four HUD properties Measurable Evaluation of Performance: Effectively plan and coordinate all CPA audits for all corporate and HUD entities so that audits are done in a timely and efficient manner and audited financial statements are filed with all applicable governmental and non-governmental funding entities prior to deadlines Provide complete, accurate and timely information in assisting the CPA firm in the preparation of all IRS Annual Form 990 for all corporate entities to ensure accuracy and compliance with IRS requirements including verifying that they are filed within IRS regular or extension deadlines Successfully plan and coordinate all annual CPA audits for all corporate entities for the Organization and its related entities with the outside CPA audit firm and prepare external financial statements and footnotes. Provide and submit in a timely manner all information to and assist the CPA firm in the preparation of all IRS Annual Form 990 for all corporate entities to ensure accuracy and compliance with IRS requirements Ensure that all administrative functions performed by CSS for all entities have current and effective internal accounting controls and procedures and that no “significant deficiencies” or “material weaknesses” are allowed to occur. If any “control deficiencies” are noted by an auditor, ensure that the deficiency is immediately corrected. Provide timely and accurate reporting of financial results to the CSS/UJI Chief Executive Officer, the Audit Committee and the Board of Directors Financial Stewardship & Sustainability: Maintain the long-term financial health of CSS, UJI, and related entities by ensuring operating results are within Board-approved budgets, with material variances (±3% or more) clearly analyzed, explained, and addressed through corrective action plans Ensure adequate liquidity and cash reserves to support uninterrupted senior services operations with no missed payrolls, vendor payments, or program interruptions due to cash flow issues Provide multi-year financial forecasts and scenario modeling to support organizational sustainability, growth planning, and risk mitigation Budgeting & Financial Planning: Facilitate the annual budgeting process for all departments, ensuring budgets are mission-aligned, realistic, and approved by the Board on schedule Monitor and report budget-to-actual performance monthly, providing actionable insights to the CEO and executive team to support informed decision-making Support program leadership with financial analysis related to senior services funding streams to maximize program effectiveness and financial performance Internal Controls & Financial Integrity: Establish, maintain, and continuously improve internal accounting controls and financial policies to safeguard assets and ensure accuracy, transparency, and accountability across all entities Address any identified control deficiencies promptly with documented corrective actions and follow-up verification Ensure segregation of duties and sound financial practices appropriate for a nonprofit organization serving vulnerable senior populations Working Conditions/Physical Requirements: General business hours are Monday through Friday, 8:30 a.m.- 5:30p.m. Must be able to remain in a stationary position 50% of the time. Requires sitting at a computer for up to eight hours a day. The person in this position will occasionally move about inside the office to access file cabinets, office machinery, etc. and to meet with other personnel. Frequently operates a computer and other office productivity machinery such as a calculator, copy machine, and computer printer. The person in this position frequently communicates with other management personnel and employees who have inquiries or questions. Must be able to exchange accurate information in these situations. Anyone with these skills interested in a challenging and highly rewarding work experience where every day provides an opportunity for growth is encouraged to submit a resume for consideration. AGING TRUE IS AN AFFIRMATIVE ACTION EMPLOYER AGING TRUE IS AN EQUAL OPPORTUNITY EMPLOYER AGING TRUE IS A DRUG FREE WORKPLACE Benefits: 401(k) Dental insurance Employee assistance program Health insurance Life insurance Paid time off Retirement plan Tuition reimbursement Vision insurance Work Location: In person Anyone with these skills interested in a challenging and highly rewarding work experience where every day provides an opportunity for growth is encouraged to submit a resume for consideration. AGING TRUE IS AN AFFIRMATIVE ACTION EMPLOYER AGING TRUE IS AN EQUAL OPPORTUNITY EMPLOYER AGING TRUE IS A DRUG FREE WORKPLACE Monday through Friday, 8:30 a.m.- 5:30p.m.
Posted 2 weeks
Manager, KYC (US) Consumer/Retail
TD - Jacksonville, FL
Work Location: Jacksonville, Florida, United States of America Hours: 40 Pay Details: $91,000.00 - $136,240.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Financial Crimes & Fraud Mgmt Job Description: The Manager, KYC leads and develops a team of professionals who provide oversight, expert regulatory guidance to specialized domains of TD's KYC programs. This role provides specialized project support or services. This role oversees the timely execution of client due diligence reviews using a risk-based approach to align with policy and regulatory requirements. Depth & Scope: Provides people management leadership by hiring the best talent, setting goals, developing staff, managing employee performance and compensation decisions, promoting teamwork and handling any/all disciplinary actions, as required Manages a team of production teams to perform job functions in line with policies, standards, procedures, and job aids Ensures that personal and teamwork products are fit for purpose and audit/regulator ready Suggests process improvements to drive better results from efficiency, accuracy, or quality of work product Leads initiatives to help bring these improvements to fruition Works with senior management on highly complex, confidential, or high visibility projects Suggests process improvements to drive better results from efficiency, accuracy, or quality of work product Leads initiatives to help bring these improvements to fruition. Works with senior management to ensure that special projects are brought to fruition Leads and manages a team of professionals and overall operation of a diverse group in an area of moderate risk, complexity, or scope Ensures an integrated approach with other business management areas, broader organization, and enterprise as appropriate Deep knowledge and understanding of businesses/technology, and organizational practices/disciplines Sound to advanced knowledge of external competition, industry and/or market trends in relation to own function/business Focuses on short to medium-term issues Education & Experience: Undergraduate Degree or equivalent professional work experience 3+ years of direct management experience in financial services or similar industries including fraud, know your customer, anti-money laundering, sanctions screening, or similar roles for new joiners (or) 6+ years' direct management experience in an unrelated role involving information fluency, investigation, research, or financial services broadly but not specifically KYC or AML Customer Accountabilities: Manages a team of KYC Ops professionals providing oversight and control related to client due diligence KYC Ops accountabilities and how this impacts the line of businesses Provides guidance, leadership, coaching and development to ensure operational results and professional/personal development objectives are achieved Works with executive team, senior business management/ partners to develop proactive strategies, tactics, and programs to effectively manage regulatory/compliance issues relating to KYC Ops Acts as key liaison with partners and external groups and provides KYC Ops subject matter expertise; partner, as necessary, effectively with key stakeholder groups such as Compliance, Legal, Audit, Risk Coaches to ensure functional/operational problems are handled appropriately, and participates in the negotiation and resolution of complex and/or escalated issues, where necessary Leads and develops KYC Ops frameworks, methodologies, procedures in coordination with management in line with TD’s AML Program Participates in/manages global regulatory examinations and external/internal audits with respect to request for information relating to KYC Ops and ensure this information for department executives are aware of the status and any issues that may arise Takes corrective action and recommends or implements changes to procedures, as required Manage the production of teams through metrics and data to ensure the operations of the team meet service level agreements while maintaining high quality work product Supports the development and maintenance of TD’s KYC Ops program, including assigning workflow to analysts, providing governance and support, and addressing and escalating issues to senior management Shareholder Accountabilities: Protects the interests of the organization – identifies and manages risks and ensures the prompt and thorough resolution of escalated non-standard, high-risk issues Actively assists in developing and overseeing implementation of function procedures Ensures respective programs/policies/practices are well managed, meets function needs, complies with internal/external requirements, and aligns with function priorities Consistently exercises discretion in managing correspondence, information, and all matters of confidentiality; escalates issues, where appropriate Works closely with management team to support the development of business plans, ensuring the optimal use of resources and leverage TD’s operating model to maximize efficiency, effectiveness, and scale Participates in responding to periodic exams/audits by regulatory bodies and Internal Audit, to determine level of compliance Integrates new systems and upgrades into function operations, as needed Manages day to day operations of the function and participates in KYC Ops-focused special projects, and other projects Responsible for updates and changes made to functional procedures and processes Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts Ensures employees are building and enhancing their KYC Ops knowledge and expertise; and employees assume responsibility in minimizing operational and regulatory risk by complying with Bank policy and Code of Conduct Monitor and communicates to Senior Management, the effectiveness of strategies, programs, and practices related to own area of expertise Sets the standards for operations and manageability across the function ensuring services are built from the ground up Proactively identifies key business opportunities, researches, and recommends enhancements/modifications, develops strategies to achieve recommendations Ensures department operates in compliance with applicable internal and external requirements Ensures appropriate reporting and escalation of issues based on risk profile Ensures employees are knowledgeable of and comply with Bank and industry codes of conduct Leads relationships with corporate and/or functions to ensure alignment with enterprise and/or regulatory requirements Leads or contributes to cross-functional/enterprise initiatives as an organizational or subject matter expert helping to identify risk/provide guidance for complex situations Coordinates and support team and business partner related activities, as necessary Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite Employee/Team Accountabilities: Responsible for management of the overall team providing both leadership and guidance Contributes to the development of FCRM functional strategic priorities within their operational area or field of specialty Develops annual and/or long-term plans for own area and influences plans well beyond area managed Provides thought leadership and/or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit Grows team expertise to align with FCRM/enterprise demand and direction; assesses team skills and capabilities and continually looks for ways to provide and enhance the value delivered Leads and develops a high performing team of professional FCRM resources through talent acquisition, coaching/development, and recognition; provides on-going feedback and performance reviews, coaches and develops employees and ensures performance management activities are undertaken and completed for all employees Creates and fosters a cohesive team and promotes a positive work environment. Leads and follows up on action plans to improve employee experience Leads the process of setting performance objectives for the team; tracks, monitors and effectively addresses and/or rewards performance in a timely manner Manages employees in compliance with all human resources policies, procedures and guidelines of conduct Shares knowledge, information, skills, and subject matter expertise among the team and ensures the timely communication of issues and encourages good working relationships with other functions and teams Supports an environment where the team freely escalates business challenges; facilitates change through positive reinforcement of milestones and successes Recruits for all hires to ensure a highly diverse, qualified workforce to achieve business objectives Establishes and fosters a cohesive team; promotes a fair and equitable environment that supports a diverse workforce and encourages the team to achieve common goals and objectives Acts as a brand ambassador for the function and the bank, both internally and/or externally Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel – Occasional International Travel – Never Performing sedentary work – Continuous Performing multiple tasks – Continuous Operating standard office equipment - Continuous Responding quickly to sounds – Occasional Sitting – Continuous Standing – Occasional Walking – Occasional Moving safely in confined spaces – Occasional Lifting/Carrying (under 25 lbs.) – Occasional Lifting/Carrying (over 25 lbs.) – Never Squatting – Occasional Bending – Occasional Kneeling – Never Crawling – Never Climbing – Never Reaching overhead – Never Reaching forward – Occasional Pushing – Never Pulling – Never Twisting – Never Concentrating for long periods of time – Continuous Applying common sense to deal with problems involving standardized situations – Continuous Reading, writing and comprehending instructions – Continuous Adding, subtracting, multiplying and dividing – Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best. Training & Onboarding We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role. Interview Process We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at [email protected] . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Posted 2 weeks
AVP, Commercial Credit
VyStar Credit Union - Jacksonville, FL 32202
At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. AVP, Commercial Credit ACCOUNTABILITY STATEMENT The AVP, Commercial Credit is responsible for the management and execution of all business and commercial underwriting and credit analysis functions within the Commercial Credit Department. The incumbent will proactively manage the underwriting and credit analysis workflow and productivity for all small business and commercial loan requests including new loans, renewals, modifications, annual reviews, work-out and troubled debt restructures (TDR). Business and commercial loans being underwritten and analyzed by the AVP, Commercial Credit's team will include commercial real estate (CRE), commercial and industrial (C&I), business equipment, business vehicles, business credit cards, business unsecured lines of credit (BLOC) and other specialized business and commercial credit products. This position acts as the manager of all business credit functions within the Commercial Credit Department and must be able to independently manage all aspects of business credit and analysis, assess business loan risks associated with proposed and funded business credit facilities and manage the business loan portfolio credit quality. This individual is also responsible for evaluating credit requests to ensure that the quality of the business loan portfolio is consistent with the goals of VyStar Credit Union and in compliance with policies, procedures and any applicable regulations. The AVP, Commercial Credit also reviews loan structures, credit memorandums, and other related financial analysis to ensure that acceptable credit standards are maintained and that all loans conform to established policies and procedures. ESSENTIAL JOB FUNCTIONS Provide direct oversight and management, and coaching and development to the business lending credit and underwriting team. Utilize delegated lending authority to approve credit transactions consistent with Vystar Credit Union’s policies, credit culture, and risk appetite. Responsible for the day to day planning, organizing, and operational efficiency of the commercial credit team. Develops, implements and maintains business loan operation policies, procedures, strategies and performance metrics. Evaluate and analyze business loan and commercial requests and make informed, accurate and complete credit recommendations to management. Prepare summary write-up supporting assessment of key factors such as risk grade, repayment performance and ability, underwriting and documentation adequacy, accrual and TDR status. Monitor and evaluate, on an ongoing basis, new and existing business loans for potential risks and exposure. Responsible for managing a team of multiple teammates including but not limited to hiring, training, coaching, performance evaluations and teammate development. Manage and prioritize the business credit underwriting and analysis workflow and any applicable resources. Prepare, review and present Business Services Loan Committee agenda and loan presentations, monitor committee results and communicate decisions to all applicable parties involved. Actively participate in Business Loan Committee sessions, providing feedback and recommendations to Loan Committee members for loans being presented and reasoning behind recommended approvals and/or declines. Provide analysis and recommendations to Allowance for Loan and Lease Losses (ALLL) Committee on general and specific reserves for business loans with identified weaknesses including collateral evaluation scenarios (best case/worst case) and cash flow interpretations with any recommendations. Coordinate with Portfolio Management to prepare and monitor the Business Services Watchlist and Business Services Policy Exception Report. Oversee annual loan review process. Implement credit policies, procedures, and practices while making significant strategic and tactical contributions to the formulation, development, implementation, and administration of Credit Union strategies, business goals, and objectives. Coach and develop credit team in making sound, informed decisions and enhancing their decision-making and credit assessment skills, accuracy, timeliness and effectiveness. Identifying and remedy credit process weaknesses, gaps in credit policy and credit risk rating models, and aggregation and tracking of issues to resolution. Responsible for supervision, quality control, development and mentoring of credit team. Must be able to independently manage all aspects of the Commercial Credit Team. Responsible for establishing service levels and controls to manage inherent risk to credit union policies and procedures, and state and federal regulations. Responsible for identifying improvements that will result in lower risk, higher efficiencies and allow for scalability. Responsible for continuous improvement of all aspects related to business credit underwriting and analysis. Monitor and evaluate, on an ongoing basis, new and existing business loans for potential risks and exposure. Responsible for the completion of self-monitoring program (SMP) and enterprise risk management (ERM) tasks and processes applicable to business credit functions. Provide quality service to all internal and external stakeholders including members, prospective members, and vendors. Create, maintain and update various reports, ledgers, dashboards related to business credit underwriting and analysis. Oversee the business credit area’s preparation for and participation in state and federal examinations and audits. Maintain an ongoing knowledge of current regulatory, policy and procedure changes related to business/commercial lending. Provide support to members of the department and other internal partners to assist in policy/procedure interpretation, membership interpretation, required documentation, and any other related needs. Provide quality service to all internal and external stakeholders including members, prospective members, vendors and VyStar teammates. Maintain and expand systems, processes, procedures and software products to enhance and promote efficiency. Implement credit policies, procedures, and practices while making significant strategic and tactical contributions to the formulation, development, implementation, and administration of VyStar’s strategies, business goals, and objectives. Ensure that Business Credit Procedures and Desktop Procedures are updated and adhered to in timely manner. Ensure standards, policies and operating procedures are compliant with policies, procedures and applicable regulations and risk tolerances. Implement successful measurement tools, processes and quality control methodologies. Accountable for resolving audit findings related to business credit, identifying root cause and applying corrective measures. Manage workflow to ensure the accurate, complete and compliant processing of business secured, unsecured and real estate loan requests, modifications and reviews. Ensure that all teammates are properly cross-trained and able to provide back-up support when needed. Actively participate, and lead when appropriate, in key re-engineering projects to enhance Business Services lending processes and procedures. Develop and produce weekly, monthly and ad hoc reports for the Business Services Department, Loan Committee, the Senior Team and the Board of Directors, as applicable. Complete ad hoc projects designated by the Chief Lending Officer or SVP Commercial Credit. Cultivate a positive working relationship with the entire department to identify, develop, and recommend revisions of internal standards, policies, operating procedures, and new processes to improve efficiencies. All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance. Demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job. Focus – Focus your full attention by carefully listening to and observing your clients or member. Connect – Consistently be friendly and approachable. Demonstrate you care. Understand – Listen empathetically and ask questions (70% to 30%). Counsel – Recommend solutions based on your client’s or member’s needs and objectives. Advance – Ensure that member’s or client’s expectations were exceeded. Verify necessary follow-up actions were completed. Meet and exceed VyStar Credit Union member service goals and objectives. Meet and exceed VyStar Credit Union performance goals and objectives. Perform additional duties, and actively participate on committees and special projects as assigned. KNOWLEDGE, SKILLS & ABILITIES Minimum of six (6) years of experience in a business/commercial credit underwriting and analysis environment within a financial institution with relevant banking, portfolio management or credit experience. Strong preference for a minimum three (3) years of credit approval experience. Minimum of three (3) years of experience supervising others operating in a credit underwriting and analysis environment. Demonstrated ability to successfully structure and analyze complex business and commercial credit requests that minimize risk while providing member value. Knowledge of State and NCUA regulations. Effective analytical, managerial, organizational, presentation, problem-solving and member/customer service skills. Must be a highly motivated, detail oriented, able to multi-task and work in a fast-paced environment while applying critical thinking skills. Independent judgment and technical capabilities required to plan, prioritize and organize diversified workload. Strong verbal and written communication and negotiation skills. Proven time management, prioritization, critical thinking, problem solving, effective communication, and organization skills. Strong proficiency with Microsoft products including Word, Excel, PowerPoint and Outlook. EDUCATION Required: BA/BS degree or equivalent work experience. Required Training: Formal credit analysis training. DISCLAIMERS AND WORK ENVIRONMENT Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions as required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects. Extensive periods of sitting and computing. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
Posted 2 weeks
Commercial Credit Underwriter l
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. Commercial Credit Underwriter l ACCOUNTABILITY STATEMENT Incumbent’s primary function is to effectively underwrite, analyze and assess the risks for proposed and funded member business credits. The incumbent must effectively utilize their judgment, skills and experience while analyzing business credit files including identifying financial trends, risks, and strengths/weaknesses. The incumbent must be highly knowledgeable regarding standard underwriting procedures, interpretation of financial data, appraisal reports, environmental assessment reports, and be proficient in interpreting legal documents to minimize risk to VyStar and within the portfolio. The incumbent must be knowledgeable of business lending State and Federal regulations as well as VyStar’s policies and procedures and apply this knowledge during their analysis of business credit requests and annual reviews to maintain compliance with these requirements. ESSENTIAL JOB FUNCTIONS Responsible for the review and independent, objective underwriting of business credits, (Lines of credit up to $250,000, Equipment up to $500,000 and vehicles up to $500,000.). Possess a proficient understanding of all documentation submitted by borrower and/ or prepared by VyStar to determine risks involved and clearly communicate analysis to proper loan approval authority. Assure credit quality is maintained throughout the business loan portfolio; this includes the maintenance of ticklers, reports, and forms. Continued education regarding the current and future economic conditions of industries borrowing money from VyStar Credit Union. Assemble pertinent information and reports for the Business Credit and Servicing Manager as required. Identify and make recommendations for process improvements, increased efficiencies, and quality service to ensure timely loan decisions. Maintain an ongoing knowledge of current regulatory, policy and procedure changes. Perform to all established metrics, goals and standards as outlined by department management and in VyStar Policy and Procedure. Perform annual loan reviews of existing portfolio to determine continued repayment capacity and potential risks. Responsible for thorough review and analysis of all appraisal reports and environmental assessment reports with all findings being documented and reported to the loan approving authority. Conduct annual field audits (collateral inspections) of existing portfolio to analyze collateral risk as required. 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. JOB QUALIFICATIONS Education BA/BS degree with an emphasis in Accounting, Business or Finance. Relevant work experience may be substituted on a 2:1 ratio in lieu of a BA/BS degree. Knowledge, Skills and Abilities Minimum of four (4) years of experience in a business/commercial credit underwriting and analysis environment within a financial institution. Proficient knowledge of business tax returns and business financial statements. Proficient understanding of financial analysis including cash flow, profitability, liquidity, leverage, and solvency. Proficient knowledge of standard underwriting theory. Demonstrated ability to successfully structure complex credit requests that minimize risk while providing member value. Basic understanding of generally accepted accounting practices. Knowledge of State and NCUA regulations. Excellent written and verbal communication skills. Must be a highly motivated, detail oriented, able to multi-task and work effectively and efficiently in a fast-paced environment. Must be able to successfully work independently with minimal supervision when required, as well as in a team environment. Proficiency with Microsoft products including Word, Excel, PowerPoint and Outlook. 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
Analyst, Clinical Research, Finance & Compliance, Baptist Health Research Institute, Baptist Health System
Jacksonville, FL 32207
About Baptist Health Recognized as a top place to work in health care, Baptist Health cares for more patients in Northeast Florida than any other provider, ranking as “most preferred” for more than 30 years. We’re Jacksonville's only locally governed, faith-based, not-for-profit health system and provide a full spectrum of preventive and specialty care through 200+ locations and six hospitals. Our centers of excellence include Baptist MD Anderson Cancer Center, Baptist Heart Hospital, Baptist Neurological Institute and Wolfson Children's Hospital. Baptist Health is hiring an Analyst, Research, Finance & Compliance to join the Baptist Health Research Institute. This is a full-time opportunity located on the downtown Jacksonville, Florida campus of Baptist Health. This role provides advanced financial and administrative support for oncology clinical trials and research programs, ensuring full compliance with Baptist Health policies research office guidelines and Standard operating procedures ( SOP) . This position oversees all aspects of budget development, MCA negotiation, and pre- and post-award financial management, ensuring alignment with institutional, NCI, and sponsor requirements. The role serves as a strategic partner to investigators, clinical operations, and finance leadership, supporting trial start-up, activation, and ongoing fiscal performance. Key responsibilities include CTMS financial oversight, sponsor invoicing, grant tracking, and comprehensive financial reporting across industry sponsored, cooperative group, and investigator-initiated studies Education Note: Associates of Arts/Science with an additional 4 years of experience from required minimum may substitute for bachelor's degree. MUST HAVE EXPERIENCE IN CLINICAL RESEARCH TRIAL FINANCE If interested, apply today. Experience: 7 + years Research finance, clinical trials budgeting, or grants administration Required 7 + years Strong working knowledge of federal regulations Required 7 + years Familiar with NCI, NIH, and cooperative group financial guidelines Required 7 + years Pre-award budget development, post-award financial management Required Education: Bachelor of Accounting Or Bachelor of Business Administration Or Related Degree Or Bachelor of Health Administration Or Bachelor of Finance Or #LI-BHS Primary Location: Downtown - Pavilion