Job Results
Financial Services
Posted 2 weeks
Certified Appraiser, Property Tax Appeals — Florida (Contract)
Jerry.AI - Jacksonville, FL
Why We Exist Your car and your home are your most important assets, yet the experience of owning them is stuck in the 90s. Every part of the journey – insurance, repairs, financing, maintenance – is fragmented, complicated, and expensive. Jerry is building the first app to manage it all. We started with car insurance in 2019, became one of the top three brokers in the country, then added driving insights, diagnostics, and a repair marketplace. We've reached 5M+ customers, raised $240M+, scaled revenue 70X, and became profitable in early 2024. Why We're Hiring The next frontier is helping people with the cost of owning a home. Property tax appeals is one of the first offerings we're building – and the Florida appeals season is starting. This is a domain where being 90% right isn’t going to cut it. Florida's Value Adjustment Board process has a 25-day filing window, a partial-payment requirement that silently kills otherwise-valid petitions, and 67 counties that each run the process differently. Before a single homeowner's petition depends on what we build, we need someone who has lived inside that system to pressure-test it. This is a deliberately narrow engagement – a few hours a week from someone excellent. The work is advisory: reviewing what we build, flagging what won't survive contact with the VAB, and telling us when we're wrong before it costs a customer. Why You Will (Or Won't) Like Working Here Hourly, as-needed: This is an independent contractor engagement at roughly 5–10 hours per week with no fixed schedule. If this product starts to see traction, there is a path to a full-time permanent role if you’re interested. Early-stage product: You are advising on a new product. The customer flows, backend authorization flows, and filing logic is still being shaped. Your job is to help guide our design and help correct things before we push it to production. What You'll Own Regulatory grounding: Clarify how things like Chapter 194, F.S. and the DOR uniform rules (12D-9, 12D-10) operate in practice and not only how they read on paper. County-level reality: Walk us through how the Property Appraiser's offices and VABs actually differ across the volume counties: Miami-Dade, Broward, Palm Beach, Hillsborough, Orange, Duval, Pinellas, and Lee. Filing mechanics: TRIM notice timing, the 25-day window, DR-486 and its variants, e-filing versus paper, and the §194.014 partial-payment requirement – guide us through the process. Hearings and evidence: Help build a flow that actually wins in front of a special magistrate – comparable selection, the 15-day and 7-day evidence exchange windows, and condition-based arguments. Who You Are Built inside the VAB system: You can describe why Broward is different from Hillsborough without looking it up. Your knowledge was built through filings or arguing petitions, not advising on property tax from a distance. Volume-tested: You've worked across hundreds of parcels and seen enough edge cases that you recognize the pattern before it becomes a problem. Procedurally sharp: You know every step of the appeals process as if it was the back of your hand. What You'll Bring 5+ years of direct, hands-on Florida experience filing residential property tax appeals. Personal experience filing or arguing petitions before a Florida VAB, or adjudicating them as a special magistrate. No active conflict: not currently advising another company building consumer property tax appeal software. Florida-based strongly preferred, given county-level familiarity requirements. While we appreciate your interest and application, due to the volume of applications we receive, only applicants under consideration will be contacted. Please note: Jerry.ai is only able to hire full-time salaried employees who currently reside in AZ, CA, CO, FL, GA, IL, MA, NC, NJ, NV, NY, OR, TN, TX, UT, VA, or Ontario, Canada, and full-time hourly employees who currently reside in AZ, FL, GA, NV, NY, NC, TN, TX, UT, or VA. Unfortunately, we cannot accept applications from candidates residing elsewhere at this time. Jerry.ai is proud to be an Equal Employment Opportunity employer. We prohibit discrimination based on race, religion, color, national origin, sex, pregnancy, reproductive health decisions or related medical conditions, sexual orientation, gender identity, gender expression, age, veteran status, disability, genetic information, or other characteristics protected by applicable local, state or federal laws. Jerry.ai is committed to providing reasonable accommodations for individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at [email protected] The successful candidate’s starting pay will fall within the pay range listed on this job posting, determined based on job-related factors including, but not limited to, skills, experience, qualifications, work location, and market conditions. Ranges are market-dependent and may be modified in the future. In addition to base salary, the compensation may include opportunities for equity grants. We offer a comprehensive benefits package to regular employees, including health, dental, and vision coverage, paid time off, paid parental leave, 401(K) plan with employer matching, and wellness benefits, among others. Equity opportunities may also be part of your total rewards package. Part-time, contract, or freelance roles may not be eligible for certain benefits. About Jerry.ai Your car and your home are your most expensive assets. And for most people, these aren't just purchases, they're the physical embodiment of the life you've worked hard to build. Yet the experience of owning them is stuck in the 90s. Every step of the journey — buying, insuring, maintaining, repairing, selling — is fragmented, complicated, and expensive. Imagine having a trusted friend in your pocket who takes care of everything: they find you the right car or home at the right price, lock in the best insurance rate without you lifting a finger, remind you before that service appointment turns into an expensive repair or, worse, an accident, and help you sell at the best price when the time is right. That friend is Jerry. Jerry is building the first AI agent to manage all your physical assets. We started with car insurance in 2019, became one of the top 3 brokers in the U.S., then added driving insights, diagnostics, and a repair marketplace. We've reached 5M+ customers, raised $240M+, and have been profitable since 2024. We're now expanding into home, motorcycle, RV, and beyond. We’re fully remote with offices in Palo Alto, New York, Chicago, and Toronto.
Posted 2 weeks
Construction Loan Admin
Triad Financial Services - Jacksonville, FL 32224
Position Overview Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Construction Loan Administrator to join our growing team. Essential Functions: Analyze financial data and credit worthiness related to loan requests and/or program. Will be trained how to analyze Credit, Income & Asset documentation Perform and evaluate risk on potential loan recipients based on credit rating, borrowing history, and other specific risk factors. Record loan denials and specific basis for declining applications for HMDA purposes. Issue Pre-Approvals and Approval letters to qualified applicants Communicate with Partners, Retailers and Third Party vendors on behalf of borrowers Follows Lender/Investor specific underwriting requirements Evaluate property appraisals to ensure accuracy and appropriateness relative to loan being requested Assist loan processors and marketing for complete loan closing and funding procedures Review loan documentation and vendor reports to identify signs of fraudulent activity. Follow and implement underwriting policies and procedures Education and/or Work Experience Requirements: Maintain client relationships and provide superior customer service. 2 plus year’s preferred Will be trained how to analyze Credit, Income & Asset documentation Encompass knowledge is helpful Knowledge of the Manufactured Home Industry is a plus Must be able to Multi-task Must have strong work ethic Must be proficient in Microsoft Office Strong problem-solving skills Accuracy and attention to detail Strong verbal and written communication skills Ability to work independently as well as in a team setting Physical Demand: Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards. Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards Must be able to lift and carry up to 50 lbs Must be able to talk, listen and speak clearly on telephone Able to sit at a work station for prolonged periods of time Must be able to physically type
Posted 2 weeks
RELATIONSHIP BANKER (Teller)
Intracoastal Bank - Palm Coast, FL 32137
Description: At Intracoastal Bank, we know that great service starts with people who care. If you’ve built a steady career in retail—helping customers, solving problems, and creating positive experiences—we’d love to help you grow in a rewarding banking role. Join a team that takes pride in supporting our community, building trust with every interaction, and helping neighbors reach their financial goals. Intracoastal Bank is seeking a Relationship Banker to join our dynamic banking team. Over the years, we at Intracoastal Bank have established ourselves as a market leader in community banking. You will be inspired by the stability and integrity of our community bank and proud of the relationships you build that help our clients succeed. Why Intracoastal Bank? · Local business and established market leader in community banking. · Innovative and entrepreneurial approach to business. · Diverse team of top performers. · Passionate about providing exceptional service and banking solutions to our communities to help them thrive. · Involved in our community. · Employees are empowered to impact change. · A company that invests in you! Exceptional Benefits Package! · Employee Stock Ownership Program (ESOP): Reap the rewards of company growth through this prestigious profit-sharing program. · 401k Retirement Plan: Grow your future with our 401(k) and matching contributions. · Professional Development: Receive tuition assistance for your professional development. · Paid Time Off: 11 paid holidays, paid birthday/flex day, and minimum of 15 PTO days per year. · Health Insurance: Fully paid employee-only health insurance with options to choose from. · Other Insurance and Benefits: Group insurance benefits such as dental, vision, life, disability, pet insurance, legal aid, auto/home insurance, identity theft protection, other supplemental benefits, and an Employee Assistance Program (EAP). · And there’s more! You get a free checking and savings account and a free safety deposit box. POSITIONS PURPOSE: The Relationship Banker is responsible for providing exceptional customer service while assisting clients with a full range of banking transactions, account services, and financial solutions. This role supports customer relationship development through proactive engagement, cross-selling, and referral activities. The position also contributes to branch operations, risk management, and overall banking center performance, with increasing responsibility and complexity at higher levels. ESSENTIAL FUNCTIONS AND DUTIES: 1. Customer Service & Transaction Processing Process routine to complex transactions including deposits, withdrawals, loan payments, cashier’s checks, money orders, and cash advances Provide accurate information and troubleshoot customer issues across accounts, debit cards, and digital banking platforms Assist with account servicing activities such as address changes, travel notifications, safe deposit access, and account closures (including advanced products at higher levels) Support loan-related activities including application intake, rate/term discussions, and closing processes (advanced levels) Ensure a high level of courtesy, efficiency, and professionalism in all interactions 2. Sales & Relationship Development Identify customer needs and recommend appropriate banking products and services Actively cross-sell and refer customers to internal specialists Contribute to branch growth goals through relationship building and proactive outreach Educate customers on bank capabilities, products, and digital channels 3. Account Management & Acquisition Open and maintain personal and (at higher levels) business accounts Process account changes and perform ongoing account maintenance Conduct follow-ups to deepen customer relationships Support loan and commercial referral processes 4. Branch Operations Assist with daily branch operations including opening/closing procedures Perform cash handling, vault balancing, and ATM maintenance Support coworkers with cash needs and operational tasks Participate in team meetings, huddles, and branch initiatives Provide leadership support and act as a resource when management is unavailable (advanced levels) 5. Risk, Compliance & Problem Resolution Maintain adherence to all bank policies, procedures, and regulatory requirements Support a strong risk management culture through sound judgment and decision-making Identify and escalate suspicious activity or complex issues appropriately Resolve customer concerns efficiently and professionally 6. Teamwork & Culture Promote a positive team environment through collaboration and support Participate in community and business development initiatives Demonstrate adaptability and engagement in a fast-paced environment Requirements: QUALIFICATIONS Education High school diploma or equivalent (required) Experience Entry Level (RB I): 0–2 years in banking, retail, or customer service Intermediate (RB II): Some banking or sales experience preferred Advanced (RB III): 1–2+ years financial services experience with demonstrated proficiency Skills & Abilities Strong interpersonal and communication skills Ability to identify sales opportunities and cross-sell effectively Knowledge of banking products, services, and regulations Problem-solving and decision-making skills Ability to manage multiple tasks in a fast-paced environment Awareness of customer needs and situational factors Physical Demands & Work Environment Ability to stand, sit, and move throughout the branch as needed May lift up to 50 pounds (coin, cash boxes) Frequent use of hands, vision, and communication skills Fast-paced, customer-facing environment with moderate noise levels Additional Notes This role evolves in complexity, autonomy, and leadership expectations from Level I through Level III, including increased involvement in loan processing, business accounts, branch operations, and decision-making authority. Intracoastal Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Posted 2 weeks
Relationship Banker/Senior Relationship Banker – Amelia Island
Truist - Amelia Island, FL 32034
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Cross-trained to support teller transactions as needed. Essential Duties and Responsibilities: Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines. 2. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering and selling products and services with a focus on developing, expanding and retaining relationships. 3. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists. 4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines 5. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning. 6. Advises on consumer lending options and takes loan applications. 7. Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. 8. Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Associate's degree or equivalent education and related training 2. Three years of client sales and service experience 3. Experience with sourcing and prospecting for new clients and client relationship building 4. Knowledge of bank operations, policies and procedures 5. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects 6. Demonstrated proficiency in basic computer applications, such as Microsoft Office 7. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements Preferred Qualifications: 1. Bachelor's degree 2. Demonstrated ability to handle multiple priorities under time constraints 3. Excellent verbal and written communication skills 4. Ability to respond in a professional manner with a high level of service quality 5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients 6. Demonstrated ability in meeting or exceeding sales goals General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
Posted 2 weeks
Consumer Lending Underwriting & Credit 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. Consumer Lending Underwriting & Credit Supervisor ACCOUNTABILITY STATEMENT This role’s primary function is to provide operational management and mentoring to our consumer credit underwriters. The Consumer Lending Underwriter & Credit Supervisor leverages extensive underwriting experience and strong analytical judgment to ensure the credit portfolio aligns with the organization’s established risk tolerances. These efforts must ensure a seamless and efficient member experience through omni-channel delivery to include digital, mobile, branch, and the call center. Quality loan decisions must be made while maximizing loan growth, net interest income objectives, member growth, portfolio performance, and market share. Their analytical ability must also be used effectively to interpret data and results through reporting based on our automated lending platform that incorporate Artificial Intelligence (AI) and Data Analytics partnerships to include 2020 Analytics, Zest Finance, Open Lending, etc. The incumbent is also responsible for the consumer lending portfolio performance of $2+ billion and to ensure that credit losses and delinquency ratios are maintained within defined thresholds. Incumbents are responsible for managing a minimum of nine (9) loan officers and for fostering, building, and maintaining excellent department relations throughout the organization, for creating and routinely demonstrating and exhibiting exemplary behaviors and actions that promote and encourage a positive work environment. This includes creating a culture where innovation in process improvements is encouraged and where each employee is individually and collectively responsible for reaching department and corporate goals. ESSENTIAL JOB FUNCTIONS: The Consumer Lending Underwriter & Credit Supervisor has oversight to ensure that the Lending Services teams meet or exceed annual operating plans and goals for loan volume, portfolio growth, net interest income, membership growth, delinquency, and loan loss ratios. Monitors the activity of the loan portfolio to ensure loan growth, proper credit quality, and the profitability of the portfolio. Ensures that proper quality control measures are in place to mitigate credit risk and monitors the effectiveness of these measures. Continual trend analysis of monthly lending and collection reports are used to make necessary adjustments to underwriting practices. Supervise the day-to-day operations of the Lending Services underwriting business unit. Reviews and analyzes reports relative to volume and processing times for each Lending Services team to determine staffing levels and effective staffing models. Thorough understanding of VyStar’s annual business plan using this information to drive departmental results. Prepare and track information for the monthly reports. Extensive working knowledge of all lending regulatory requirements to ensure that all processes, policies, and procedures are compliant. Including compliance with the MLA (Military Lending Act). Writes, revises, and/or reviews any applicable Lending policies, procedures, and team desktop procedures to remain in regulatory compliance. Uses experience and judgment to effectively analyze the impact of regulatory changes and, in conjunction with the Lending Business Analyst, Senior Lending Systems Administrator and ISD, recommends and facilitates the implementation of updates to the Lending System and Core System to ensure regulatory compliance. Use Verint scheduling software to create and monitor the schedules to ensure adequate coverage for extended hours of operation. System Administrator for CMS (Call Management System) call tracking software. Utilized both to monitor the number of calls received to ensure that service levels are achieved. Write and conduct employee performance reviews, loan reviews, and side-by-sides and provide ongoing coaching and performance feedback. Consumer Lending Underwriter & Credit Supervisors are also responsible for creating and administering any required disciplinary action plan when underwriters fail to maintain required portfolio performance standards up to and including termination. Develops, coaches, and trains credit underwriters through the underwriter loan authority progression steps to include: Underwriter I, Underwriter II and Senior Credit Underwriter loan authority. Facilitates periodic roundtable training exercises for Underwriters and Quality Assurance Loan Analysts Trains Sr. Underwriters and Underwriters on the Loan Deferment Team on Consumer TDR policies and procedures and proper use of the collection and record retention platforms utilized in the processing of loan modifications to remain in compliance with federal and state regulations. Serves as backup for the indirect business unit and provides support for the Indirect Underwriters. Resolves member and dealer issues as required. Must handle confidential material in a highly ethical manner. A wide degree of creativity and latitude is expected. Identifies critical issues and makes judgment calls within policy limits. Identifies and makes recommendations for process improvements, increased efficiencies, and quality service delivery to ensure timely loan decisions within service level agreements. Collaborates with Consumer Lending Credit and Product Innovation Manager in the creation of new products and loan matrices needed to support those new products within the consumer loan origination system. Participates in coordination of all loan origination and core system testing and implementation of on-going system releases and enhancements. Ensures all regulatory changes and/or enhancements are tested and implemented within the department and that all personnel receive the training necessary to keep loans within regulatory compliance. Must successfully complete a minimum of 40 hours of on-going lending training annually. This may include classes held internally at VyStar or community courses sponsored by VyStar and external and internal seminars. Successfully completes and passes on-line training courses when offered. Process and decision all employee consumer loans and workout loans for the credit union. Assists loan underwriters with complex loan decisions or issues that need to be escalated including loan appeals. Has advanced knowledge in luxury item underwriting, large dollar consolidation loans and various types of consumer loans. Reviews and decisions loans that are outside of the Sr. Underwriter’s loan authority. Resolves escalated issues/concerns from the Branch/Call Center Managers, Supervisors, Branch Vice Presidents, and members regarding applications. Ensures that solutions offered by the deferment team are in the best interest of both the credit union and members and FASB compliant. Tasked with increasing the loan portfolio within the lower credit tiers while maintaining fiscal soundness. Must possess and exhibit the ability to evaluate a member’s loan product needs based on their individual financial situation. Works with the Human Resource training department in the creation of training for loan originators including compliance and regulatory considerations. Performs activities and projects as assigned and requested. 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. QUALIFICATIONS – Experience/Education/Training A bachelor’s degree in business or related field is required. A minimum of five years of loan origination experience and five years lending authority in a financial institution is required. An additional five years of lending experience may be substituted in lieu of the bachelor’s degree. Experience leading a team and managing to achieve business plan results. Technical Experience: Extensive knowledge of Microsoft Word, Excel, PowerPoint, CMS Supervisor, Verint, Meridian Link, Atlas, Report Portal, Evolve is preferred. Applicants must exhibit positive, well developed communication skills, both written and oral, be detail oriented, have good organizational and active listening skills, possess a strong ability to multitask and prioritize work in a fast-paced environment, and have a proven ability to work with others. Must have professional conduct, appearance and be self-motivated. 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 EXCELLENCE 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 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 were exceeded. Verify necessary follow-up action. #LI-Hybrid 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
Director of Finance (7+ yrs exp REQ)
Golf-Tech, Inc. - Jacksonville, FL 32256
*Position*: Director of Finance *Company:* Power Tee (the world's #1 automated golf ball teeing system) *Location:* Jacksonville, Florida (Onsite or potentially hybrid for the right candidate) *Reports to:* Chief Financial Officer *Employment Type:* Full-Time *About Power Tee* Power Tee is a golf technology company transforming the practice-range and golf-entertainment experience through automated teeing systems, innovative in-bay technology, and related products and services. Power Tee serves golf courses, driving ranges, entertainment venues, and other golf facilities in the United States and international markets. The company is entering its next stage of growth, supported by new products, expanding commercial opportunities, recurring customer relationships, and planned capital investment. *Position Summary* Power Tee is seeking a hands-on, commercially minded *Director of Finance* to lead the company’s finance and accounting functions during an important period of growth. Reporting to the Chief Financial Officer, the Director of Finance will be responsible for financial reporting, forecasting, cash management, budgeting, internal controls, operational analysis, investor reporting, and financial decision support. The role will work closely with executive leadership, department managers, external accountants, lenders, investors, and professional advisors. This individual must be comfortable operating at both the strategic and detailed levels. The successful candidate will help establish the financial infrastructure, discipline, reporting, and forward-looking analysis needed to support Power Tee’s continued expansion. *Key Responsibilities* *Financial Leadership and Business Partnership* * Serve as a key finance partner to the CFO, CEO, and executive leadership team. * Provide timely financial analysis and recommendations to support strategic, operational, pricing, investment, and capital-allocation decisions. * Translate financial results into clear business insights, risks, opportunities, and recommended actions. * Partner with sales, operations, customer service, manufacturing, inventory, and leadership teams to improve financial performance. * Support the development and execution of Power Tee’s short- and long-term strategic plans. * Evaluate new products, customer contracts, pricing models, capital expenditures, and strategic initiatives. *Financial Reporting and Accounting Oversight* * Lead the monthly, quarterly, and annual financial close and reporting processes. * Ensure that financial statements are complete, accurate, timely, and prepared in accordance with applicable accounting standards. * Develop consolidated financial reporting across Power Tee’s U.S. and U.K. operations. * Oversee the general ledger, accounts payable, accounts receivable, payroll coordination, inventory accounting, fixed assets, intercompany accounts, and cash reconciliations. * Establish consistent accounting policies, procedures, and reporting standards across the organization. * Coordinate with external accountants, tax advisors, auditors, and other financial professionals. * Strengthen balance-sheet reconciliations, including intercompany balances and related-party accounts. * Maintain appropriate supporting schedules and documentation for all material financial accounts. *Budgeting, Forecasting, and Financial Planning* * Lead the annual budgeting process and maintain rolling financial forecasts. * Develop integrated revenue, gross-margin, operating-expense, cash-flow, and balance-sheet forecasts. * Maintain short-term and long-term cash-flow projections. * Analyze actual performance against budget, forecast, and prior periods. * Identify and explain material variances and recommend corrective actions. * Develop scenario models for growth, hiring, pricing, capital investment, financing, and strategic transactions. * Create financial models to evaluate commercial installations, equipment sales, leases, renewals, service revenue, new products, and direct-to-consumer opportunities. * Establish departmental budgets and accountability in partnership with functional leaders. *Cash Management and Working Capital* * Manage cash forecasting, liquidity planning, banking relationships, and working-capital performance. * Monitor customer collections, vendor payments, inventory investment, deposits, and other cash commitments. * Improve accounts-receivable collections and accounts-payable planning. * Establish clear cash controls and authorization procedures. * Identify opportunities to improve cash conversion and reduce unnecessary working-capital requirements. * Support debt, banking, and other financing relationships. *Inventory, Cost Accounting, and Gross Margin* * Strengthen inventory accounting and reporting across equipment, components, mats, dispensers, replacement products, and related items. * Develop reliable product-cost and cost-of-goods-sold reporting. * Monitor standard costs, actual costs, freight, installation expenses, warranty costs, and inventory adjustments. * Analyze gross margin by product, customer, installation, contract, and revenue stream. * Partner with operations to improve purchasing, inventory planning, production economics, and margin performance. * Establish controls for inventory receipts, transfers, shipments, physical counts, reserves, and write-offs. * Support forecasting of inventory requirements based on sales, installations, renewals, and replacement obligations. *Capital Raising and Investor Support* * Support the CFO, CEO, and Board in current and future capital-raising activities. * Prepare financial models, forecasts, diligence materials, management reports, and investor presentations. * Maintain financial information required for investor due diligence and financing transactions. * Respond to financial diligence requests accurately and promptly. * Support capitalization-table analysis, financing scenarios, and transaction modeling in coordination with legal counsel and outside advisors. * Prepare recurring financial updates for investors, shareholders, lenders, and the Board of Directors. * Help establish reporting processes appropriate for institutional investors and future strategic transactions. *Internal Controls, Systems, and Process Improvement* * Assess and strengthen financial policies, procedures, controls, and approval authorities. * Improve the quality, consistency, and timeliness of financial information. * Identify opportunities to automate manual accounting and reporting processes. * Evaluate and improve the company’s accounting, reporting, budgeting, expense-management, and inventory systems. * Lead or support implementation of scalable financial technology and reporting tools. * Establish appropriate segregation of duties while recognizing the practical requirements of a growth-stage company. * Maintain a strong audit trail and high standards of financial integrity. *Tax, Compliance, and Risk Management* * Coordinate federal, state, local, and international tax compliance with external advisors. * Support sales-tax, payroll-tax, corporate-tax, and statutory reporting requirements. * Assist with corporate insurance, financial risk management, and compliance obligations. * Monitor contractual financial obligations, commissions, royalties, leases, and other recurring commitments. * Help ensure compliance with financing agreements, corporate approvals, and reporting requirements. *Team Developmen*t * Assess the current finance and accounting structure and recommend appropriate staffing and external support. * Lead, develop, and hold accountable internal finance and accounting personnel. * Manage relationships with outsourced accountants, bookkeepers, tax professionals, auditors, and consultants. * Build a finance function capable of supporting Power Tee’s growth and increasing complexity. * Promote financial discipline and accountability throughout the company. *Qualifications Required* * Bachelor’s degree in accounting, finance, business administration, or a related field. * At least seven years of progressive finance or accounting experience. * Experience leading finance in a growth-stage, lower-middle-market, manufacturing, technology, equipment, or product-based company. * Strong understanding of financial statements, accounting controls, budgeting, forecasting, cash management, and working capital. * Demonstrated ability to build and maintain detailed financial models. * Experience with inventory, product costing, cost of goods sold, and gross-margin analysis. * Experience working directly with senior executives and operational leaders. * Strong proficiency with Excel and financial reporting systems. * Ability to operate effectively in an entrepreneurial environment with limited resources and evolving priorities. * Strong written, verbal, analytical, organizational, and problem-solving skills. * High degree of integrity, accuracy, discretion, and accountability. *Preferred* * CPA, CMA, MBA, or comparable professional qualification. * Experience supporting capital raises, investor due diligence, lenders, or strategic transactions. * Experience with consolidated or multi-entity financial reporting. * Experience with U.S. and U.K. entities or international operations. * Experience with QuickBooks, Sage, or comparable accounting platforms. * Experience implementing or upgrading financial and inventory systems. * Experience in golf, sports technology, entertainment venues, manufacturing, equipment leasing, or recurring-service businesses. * Experience reporting to a Board of Directors or institutional investors. *Leadership Profile* The successful candidate will be: * Strategic but willing to work directly in the details. * Commercially oriented rather than limited to historical accounting. * Comfortable building processes where limited structure currently exists. * Capable of balancing speed, accuracy, practicality, and control. * Proactive in identifying issues before they become material problems. * Able to communicate complex financial matters clearly to nonfinancial leaders. * Collaborative, direct, accountable, and solutions-oriented. * Energized by the opportunity to help build a growing company. *Measures of Success* Success in this position will be measured by: * Accuracy and timeliness of monthly financial reporting. * Reliability of cash-flow and operating forecasts. * Improved visibility into profitability and gross margin. * Stronger inventory and cost controls. * Successful completion of investor and lender diligence requirements. * Reduction in unresolved accounting and reconciliation issues. * Implementation of scalable finance processes and systems. * Quality of financial decision support provided to leadership. * Improved accountability against budgets and operating plans. * Development of a finance function capable of supporting Power Tee’s growth. *Compensation* Power Tee will offer a competitive compensation package commensurate with experience, including: * Base salary * Performance-based incentive opportunity * Employee benefits * Potential equity participation, depending on the final compensation structure *Equal Employment Opportunity* Power Tee is an equal opportunity employer. Employment decisions are based on qualifications, performance, business requirements, and merit without unlawful discrimination. Pay: $90,000.00 - $120,000.00 per year Benefits: * 401(k) * Dental insurance * Health insurance * Life insurance * Paid time off * Vision insurance Education: * Bachelor's (Required) Experience: * Finance and Accounting: 7 years (Required) Ability to Commute: * Jacksonville, FL 32256 (Required) Work Location: In person
Posted 2 weeks
Entry Level Sales Representative – $1000 – $2000/Week
Duval County, FL
Entry Level Sales Representative Full-Time | Field Sales | Paid Training | Performance-Based Earnings | Career Growth Are you ready to hit the ground running and build a rewarding career in sales? Combined Insurance Company of America, a Chubb company with more than 100 years of experience, is seeking energetic and driven individuals to join our team as Entry Level Sales Representatives. Combined Insurance has built a strong reputation by helping individuals, families, and businesses prepare for life's unexpected events through supplemental accident, health, disability, and life insurance solutions. Our mission is to provide customers with valuable financial protection while helping our sales professionals build rewarding, long-term careers through training, mentorship, and professional development. This is your chance to be at the forefront of customer engagement, representing our supplemental insurance products directly to prospective clients. You'll be empowered to manage the entire sales process—from introducing our solutions to helping customers enroll in coverage that fits their needs. If you thrive on personal interaction, enjoy helping others, and are motivated by performance-based earnings, this role is for you. Role Overview As a Full Cycle Sales Representative, you will be the primary point of contact for prospective customers, responsible for the complete sales journey. You'll identify customer needs, educate individuals and families about supplemental insurance products, recommend appropriate coverage, and guide clients through the enrollment process—all through direct, face-to-face interactions. This role demands a proactive approach, exceptional communication skills, and the resilience to excel in a dynamic field sales environment while delivering outstanding customer service. Day-to-Day Responsibilities Engage directly with potential customers in their homes, delivering compelling presentations and clearly explaining the value of Combined Insurance's supplemental insurance solutions. Educate individuals and families on products such as Accident, Critical Illness, Disability, Hospital, and Life Insurance designed to help provide additional financial protection. Quickly build rapport and trust with individuals from diverse backgrounds while demonstrating empathy and understanding of their unique needs. Conduct needs-based conversations to identify appropriate coverage options. Effectively handle objections and navigate challenging conversations with confidence and professionalism. Qualify prospects by asking insightful questions and actively listening to customer responses. Guide customers through the enrollment process and complete the entire sales cycle. Maintain a high level of self-discipline and motivation to consistently achieve daily activity and sales goals. Manage your schedule and territory efficiently to maximize customer interactions. Stay informed about product offerings, industry trends, and compliance requirements to provide knowledgeable guidance. Compensation This role offers significant earning potential, with top performers consistently earning between $53,500 and $100,000 annually. Your success is directly tied to your performance, providing a clear path to substantial income growth. Qualifications Exceptional Face-to-Face Communication: Ability to deliver clear, persuasive presentations, build instant rapport, and confidently answer customer questions. Resilience and Positive Attitude: Ability to remain motivated and professional while overcoming challenges and maintaining a positive outlook. Relationship Building: Strong interpersonal skills with the ability to understand customer needs and establish trust. Self-Motivation and Discipline: Ability to work independently, manage your time effectively, and consistently achieve performance goals. Customer-Focused Mindset: Passion for helping individuals and families prepare for unexpected life events through supplemental insurance protection. Comfort with Field Activity: Comfortable meeting customers in person and traveling throughout an assigned territory. About Combined Insurance Company of America Combined Insurance Company of America, a Chubb company, has been helping customers protect what matters most for more than a century. We specialize in supplemental insurance products that help provide financial support when unexpected accidents or illnesses occur. Our commitment to integrity, customer service, and professional development has made us one of the most recognized names in the supplemental insurance industry. When you join Combined Insurance, you'll become part of a team dedicated to making a positive impact in the communities we serve while building a rewarding career with a trusted industry leader. This is an onsite field sales position.
Posted 2 weeks
Assistant Store Manager
Extra Space Storage - Jacksonville, FL 32208
-Day shift only: Office closes at 6pm. -Will work between multiple stores in the district. -This location is closed on Sundays. - Starting pay $16.00/hr The Assistant Store Manager plays a pivotal role in supporting the daily operations of one or more self-storage locations, under the guidance of the District Manager and Store Manager. This role ensures the facility meets high cleanliness standards and consistently delivers operational excellence. The Assistant Managers are accountable for building customer relationships through in-person and phone interactions, presenting a structured sales process, and managing customer accounts. Extra Space Storage is the largest self storage company in the United States by store count, with over 4,000 stores nationwide. If you’d like to grow with us, you should consider joining the team. We look for employees who are reliable, good communicators, and have a passion for helping people. Benefits We Offer You A work/life balance that includes daytime hours with the potential for Sundays off (dependent on location) Outstanding company culture with growth opportunities throughout the U.S. Competitive starting pay. Paid Time Off accrued throughout the year, increasing with years of service. Generous 401(k) match with Traditional and/or ROTH choices. Affordable medical benefit options with up to a $1k annual Health Savings Account employer contribution. EXTRA Healthy Wellness Program with rewards towards your medical premium. BenefitHub discounts: apparel, auto, electronics, entertainment, pets, travel, etc. Your Responsibilities Build and maintain strong customer relationships by identifying storage needs and providing tailored solutions. Maximize sales objectives through unit rentals, unit insurance, and moving supplies. Ensure our highest standards of cleanliness are met through continuous maintenance (e.g., sweeping, mopping, grounds maintenance, etc.) of the site, including the office, and the interior and exteriors of the storage building and surrounding areas. Perform daily site safety inspections, including lock checks. Address and resolve customer concerns related to billing, security, auctions, and proper site usage Handle cash transactions, balance receipts, follow up on delinquent payments, process customer payments, and complete daily bank deposits. Protect our strong company culture by establishing and maintaining professional relationships with all Extra Space employees. Perform additional duties as assigned. Your Qualifications 1+ year of customer-facing work experience . Sales experience preferred. Current valid driver’s license and access to a reliable personal vehicle; except in New York City and Brooklyn. High School diploma or GED is required; college education is a plus. Work Environment & Physical Requirements Perform indoor and outdoor job responsibilities ranging from sedentary desk work to physical job duties with varying physical demands and exposure to seasonal weather conditions. Regular tasks include standing, walking, climbing stairs, bending, sitting, and lifting. Regularly required to lift or move items up to 35 lbs. and occasionally up to 50 lbs. Find additional career opportunities at careers.extraspace.com If you have experience in any of the following types of jobs, we encourage you to apply: Sales Associate, Customer Service Representative, Retail Associate, Store Associate, Hospitality and Hotel, Front Desk Agent, Leasing Agent, Rental Agent (i.e. car rental, RV rental, storage rental, apartment rental, etc.) Property Management, Retail Sales, Retail Sales Lead or Team Lead, Cashier/Sales, Sales Specialist, etc. If you are a current Extra Space employee, please apply through Jobs Hub in Workday. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Applications Deadline: Applications will be accepted until the position is filled. #IND50
Posted 2 weeks
Store Manager
Extra Space Storage - Jacksonville, FL 32208
-Day shift only: Office closes at 6pm. -This location is closed on Sundays. -Pay range $17.50/HR The Store Manager oversees the daily operations of one or more self-storage locations with limited direct supervision. This role ensures the facility meets high cleanliness standards, maintains financial accuracy through effective reporting and controls, and consistently delivers operational excellence. The Store Managers are accountable for building customer relationships through in-person and phone interactions, presenting a structured sales process, and managing customer accounts. Extra Space Storage is the largest self-storage company in the United States by store count, with over 4,000 stores nationwide. We look for leaders who are responsible, passionate, and innovative as they take charge of day-to-day operations at our beautiful self-storage facilities. Benefits We Offer You A work/life balance that includes daytime hours with the potential for Sundays off (dependent on location) Outstanding company culture with growth opportunities throughout the U.S. Competitive starting pay. Paid Time Off accrued throughout the year, increasing with years of service Generous 401(k) match with Traditional and/or ROTH choices. Affordable medical benefit options with up to a $1k annual Health Savings Account employer contribution . EXTRA Healthy Wellness Program with rewards towards your medical premium . BenefitHub discounts: apparel, auto, electronics, entertainment, pets, travel, etc. Your Responsibilities Build and maintain strong customer relationships by identifying storage needs and providing tailored solutions. Maximize sales objectives through unit rentals, unit insurance, and moving supplies. Ensure our highest standards of cleanliness are met through continuous maintenance (e.g., sweeping, mopping, grounds maintenance, etc.) of the site, including the office, and the interior and exteriors of the storage building and surrounding areas. Perform daily site safety inspections, including lock checks. Address and resolve customer concerns related to billing, security, auctions, and proper site usage Handle cash transactions, balance receipts, follow up on delinquent payments, process customer payments, and complete daily bank deposits. Oversee routine administrative tasks, including maintaining auction files, following up on delinquent accounts, monitoring store budgets, and prepare and deliver bank deposits. . Protect our strong company culture by establishing and maintaining professional relationships with all Extra Space employees. Perform additional duties as assigned. Your Qualifications 2+ years of customer-facing work experience. Leadership experience preferred but not required. Sale experience preferred. Current valid driver’s license and access to a reliable personal vehicle; except in New York City and Brooklyn. High School diploma or GED is required; college education is a plus. Work Environment & Physical Requirements Perform indoor and outdoor job responsibilities ranging from sedentary desk work to physical job duties with varying physical demands and exposure to seasonal weather conditions. Regular tasks include standing, walking, climbing stairs, bending, sitting, and lifting. Regularly required to lift or move items up to 35 lbs. and occasionally up to 50 lbs. Find additional career opportunities at careers.extraspace.com If you have experience in any of the following types of jobs, we encourage you to apply: Assistant Store Manager, Key Holder or Key Carrier, Retail or Shift Supervisor, Sales Lead, Customer Service Team Lead, Customer Service Manager, Retail Associate, Store Associate, Hospitality and Hotel, Front Desk Agent, Leasing Agent, Rental Agent (i.e. car rental, RV rental, storage rental, apartment rental, etc.) Property Management, Retail Sales. If you are a current Extra Space employee, please apply through Jobs Hub in Workday. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Applications Deadline: Applications will be accepted until the position is filled. #IND50
Posted 2 weeks
Full Charge Bookkeeper
built to last construction - Fernandina Beach, FL 32034
Full-Charge Bookkeeper — Construction *Location:* Fernandina Beach, FL (on-site) *Employment type:* Full-time *Reports to:* Owner / President *Compensation:* $52,000–$65,000, commensurate with construction experience, plus benefits About the Role We are hiring an experienced *full-charge bookkeeper* to own our accounting function end to end. This is not a data-entry job under a controller — you will run the complete accounting cycle independently, from daily transactions through month-end close and financial statement preparation, working directly with ownership and our outside CPA. The right person has done construction bookkeeping before and is fluent in *Buildertrend*. You understand that construction accounting is its own discipline — job costing, work-in-progress, retainage, and progress billing are second nature to you, not concepts you'll need to learn on the job. Key ResponsibilitiesJob Cost & Project Accounting * Maintain accurate job costing across all active projects, allocating labor, materials, subcontractor costs, and overhead to the correct jobs and cost codes. * Prepare and maintain monthly *Work-in-Progress (WIP) schedules*, including over/under billings, and review with ownership and the CPA. * Support *percentage-of-completion* revenue recognition and reconcile it against billings and costs. * Track *retainage* on both receivables and payables, and ensure it is billed and released correctly. Billing & Accounts Receivable * Produce progress billings and pay applications, including *AIA-style G702/G703* documentation where required. * Manage the full AR cycle: invoicing, collections, and aging follow-up. * Coordinate *lien waivers* (conditional and unconditional) with billing and payment milestones. Accounts Payable & Subcontractor Management * Process vendor and subcontractor invoices against job budgets and commitments in Buildertrend. * Verify subcontractor compliance documentation (insurance certificates, W-9s, lien waivers) before payment. * Maintain *1099 tracking* for subcontractors and prepare year-end 1099 filings. Payroll * Process payroll or coordinate with our payroll provider, ensuring accurate job and cost-code allocation of labor. * Prepare *certified payroll reports* and maintain *prevailing-wage (Davis-Bacon)* compliance on applicable public/government projects. * Reconcile payroll liabilities and support annual *workers' compensation and general liability audits* with clean, well-organized records. General Ledger & Close * Own the general ledger: journal entries, accruals, and account reconciliations (bank, credit card, loans, lines of credit). * Perform monthly close and prepare financial statements (P&L, balance sheet, cash flow), including job-level profitability reporting. * Reconcile equipment loans, notes, and any equipment/depreciation schedules with the CPA. Compliance & Cash Management * Manage cash flow reporting and short-term forecasting so ownership has visibility into project and company liquidity. * Prepare and file *sales/use tax* returns as applicable, and support annual tax preparation with the outside CPA. * Maintain organized, audit-ready records for lenders, sureties, and bonding requirements. Required Qualifications * *3+ years of full-charge bookkeeping experience specifically in the construction industry.* * Hands-on, current experience with *Buildertrend* (project financials, budgets, POs, invoicing). * Demonstrated command of *job costing* and *WIP/percentage-of-completion* accounting. * Working knowledge of *retainage, progress billing, lien waivers, and subcontractor compliance*. * Experience with *certified payroll and prevailing-wage reporting*. * Proficiency in the full accounting cycle through financial statement preparation. * Strong Excel skills and comfort reconciling data between systems. * High integrity and discretion — this role has direct access to company financials. Preferred Qualifications * Professional certification such as *AIPB Certified Bookkeeper (CB)* or *NACPB Certified Professional Bookkeeper (CPB)*. * Experience supporting *surety/bonding* submissions and lender reporting. * Familiarity with QuickBooks (Online or Desktop) alongside Buildertrend, and experience reconciling the two. * Experience with Florida-specific and local tax/compliance requirements. What Success Looks Like * Books close accurately each month with job-level profitability that ownership and the CPA can trust. * WIP schedules are current and defensible for bonding and lending. * Subcontractor compliance and 1099s are clean, so year-end and insurance audits are non-events. * Ownership has a clear, timely picture of cash flow and project margins to make decisions. _We are an equal opportunity employer. Final compensation depends on experience, certifications, and construction-specific expertise._ Pay: $40,000.00 - $60,000.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Health insurance * Vision insurance Work Location: Hybrid remote in Fernandina Beach, FL 32034