Job Results
Financial Services
Posted 3 weeks
Accounting Manager
Suddath - Jacksonville, FL 32207
Sterling Lexicon is a leading provider of global mobility services. We manage all facets of our clients' mobility programs, while focusing on providing flexible solutions for corporate and U.S. government organizations worldwide. General position summary: Manage the daily activities of accounting coordinators (corporate and government), ensuring account reconciliations are recorded accurately and timely. Responsible for managing the monthly book close process, including but not limited to fixed fee transactions, schedules, and analytical reviews. Serve as primary support for accounting coordinators, actively reviewing, and assessing processes to maximize efficiencies and ensure completeness and accuracy. Essential Duties & Responsibilities: Management of Accounting Coordinators, including completion of yearly performance appraisals Review and approve workday submissions for paid time off requests and submission of hours worked Review and approve posting journals for completeness and accuracy Manage all aspects of the book-close process. Prepare and post standard book close entries, including but not limited to bad debt, purchase and sale of properties, prepaid expenses, T&E accruals, etc. Provide guidance and support for the financial accounting team, ensuring accuracy and timeliness of this process. Complete basic analytical review of the financials and provide summary to VP, Finance & Accounting. Prepare monthly interest schedules Monthly review and approval of aged property balances, ensuring proper balance sheet classification, timely follow-up, and collection of outstanding balances Perform detailed review and analysis of 113500 report (unbilled) for governmental clients ensuring transactions are handled appropriately and reclassified as needed. Data should be summarized and forwarded to Director of Accounting monthly Complete balance sheet reconciliations for assigned accounts, ensuring appropriate adjusting entries are submitted for approval Manage the balance sheet reconciliation process for assigned accounts, including analytical reviews, adjusting entries, and all related processes to ensure timely resolution of open items (pre & post book close) Manage the intercompany reconciliation process for all intercompany accounts (USD and International) Manage fixed asset processes including asset recognition, tracking in FAS software and reconciliation to the general ledger Assist with review and approval of daily disbursements as needed Establish measures and turn time targets for direct reports. Maintain volume and capacity reports. Perform routine reviews of accounting processes, identify areas of concern and deficiencies, review metrics, provide solutions and process changes as needed Assist with annual internal and external audits and special projects as needed Specific Job Skills Strong organizational skills to manage daily responsibilities Strong working knowledge of Microsoft Excel Excellent communication skills. Teamwork and interpersonal skills required Supervisory Responsibilities: This position has supervisory responsibilities Other Duties & Responsibilities: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Education & Experience: Two to three years’ experience in a management or supervisory role Experience using Great Plains preferred, but not required Bachelor’s degree in accounting, or commensurate experience Travel: Less than 10% required. Language Skills: Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports. Ability to speak effectively before groups of customers or employees of organization. Excellent written and verbal communication skills. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Computer Operations: To perform this job successfully, an individual should have strong knowledge of Microsoft Office Suite Planning/Organization: Ability to prioritize and re-prioritize as situations and needs change throughout the workday Ability to multi-task and organize workflow to manage daily responsibilities, meet deadlines and prioritize work. Certificates/Licenses/Registrations: No Certifications Required Working Conditions: Cubicle working environment Noise level in the work environment is usually moderate Physical/Environmental Demands: Stand - Under 1/3 Time Walk - Under 1/3 Time Sit – Over 2/3 Time Use hands to finger, handle, or feel - Over 2/3 Time Reach with hands and arms – 1/3 to 2/3 Time Climb or balance – None Stoop, kneel, crouch or crawl – Under 1/3 Time Talk or hear – over 1/3 to 2/3 time Taste or smell – None Other - None Physical Activity Level: The employee must occasionally lift and/or move up to 10 pounds. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to reach with hands and arms. Manual Dexterity: Manual dexterity sufficient to reach/handle items, works with the fingers, and perceives attributes of objects and materials. Special Vision Requirements: Specific vision abilities required by this job include close vision and ability to adjust focus. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Use your current and previous experience to find new opportunities on the road to success. At Sterling Lexicon, we’re committed to helping our employees flourish and reach new heights.
Posted 3 weeks
Fractional Accountant
Flagler Habitat for Humanity - Palm Coast, FL 32137
*Job Overview* At Flagler Habitat for Humanity, we believe everyone deserves a safe, decent, and affordable place to call home. Through partnerships with donors, volunteers, and future homeowners, we help local families build strength, stability, and self-reliance through homeownership. We are seeking an experienced accounting professional to serve as a trusted financial partner to our organization. This part-time independent contractor role supports the organization's financial operations, compliance requirements, payroll administration, budgeting, and financial reporting functions. The successful contractor will work closely with organizational leadership and the Board of Directors to ensure sound financial stewardship while helping advance affordable housing opportunities throughout our community. *Engagement Type* * Independent Contractor (1099) * Part-time * Flexible schedule * Initial one-year engagement with potential renewal *Availability & Meeting Expectations* * Provide regular remote accounting support and consultation * Periodic onsite presence for meetings, training, audits, and organizational needs * Attend Board of Directors and/or Finance Committee meetings as requested * Participate in budget, audit, and strategic planning discussions as needed * Maintain timely communication with organizational leadership ResponsibilitiesFinancial Management & Reporting * Prepare and present monthly financial statements, including: * Profit & Loss Statements * Balance Sheets * Budget-to-Actual Reports * Cash Flow Analysis * Monitor organizational financial performance * Ensure compliance with accounting standards and organizational policies * Advise leadership regarding financial risks, controls, and best practices Budgeting & Planning * Assist with preparation of the annual operating budget * Monitor budget performance and variances * Support financial planning and decision-making Payroll & Employee Financial Administration * Process payroll accurately and timely * Implement approved employee compensation adjustments * Coordinate payroll tax reporting and remittances * Prepare retirement plan census and related reporting * Support payroll system administration and employee onboarding processes Audit & Compliance * Serve as primary accounting contact for auditors * Prepare audit schedules and supporting documentation * Support grant compliance and financial reporting requirements * Assist with retirement plan and other required financial reviews Banking & Financial Oversight * Complete bank reconciliations * Monitor cash balances and financial activity * Review accounts payable processes and supporting documentation * Support implementation and improvement of accounting systems and procedures Board & Advisory Support * Present financial information to leadership and the Board as requested * Provide recommendations regarding financial governance and compliance * Support analysis of contracts, grants, and organizational initiatives Preferred Qualifications · CPA preferred but not required · Minimum five (5) years of accounting experience · Experience supporting nonprofit organizations, governmental entities, or similarly regulated organizations with budgeting, financial reporting, audits, and compliance · Experience with payroll administration, payroll tax reporting, retirement plan administration, and employee-related financial compliance requirements · Proficiency with QuickBooks Online and Microsoft Excel · Experience supporting annual audits and Board or governing-body financial reporting · Strong understanding of financial statements, budgeting, internal controls, and applicable accounting standards · Strong communication, organizational, and analytical skills Compensation * Proposals may be submitted on an hourly or monthly retainer basis. * Compensation is negotiable and will be based on qualifications, experience, and proposed scope of services. Join Our Mission If you are an accounting professional who values both financial excellence and community impact, we invite you to submit a proposal. Your expertise will help ensure responsible stewardship of resources that create affordable homeownership opportunities for families throughout our community. Please submit: * Resume or qualifications summary * Proposed fee structure * Relevant nonprofit and accounting experience * References (preferred) Submit proposals to *[email protected]* with the subject line *Accounting Services Proposal*. Pay: $20,000.00 - $45,000.00 per year Benefits: * Work from home Work Location: Hybrid remote in Palm Coast, FL 32137
Posted 3 weeks
Universal Banker – Jax Town Center
Truist - Jacksonville, FL 32258
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: Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. 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. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary. 2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience. 3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist. 4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs. 5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines. 6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning. 7. Adhere 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. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. High school diploma or equivalent education 2. Two years of teller or cash handling or client service experience 3. Six months of client relationship building or sales experience 4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects 5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation 6. Ability to multi-task under time constraints 7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products 8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes 9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included Preferred Qualifications: 1. One year of client relationship building or sales experience 2. Knowledge of advanced or complex branch transactions, risk management and loss prevention 3. Experience with sourcing and prospecting for new clients and client relationship building 4. General understanding of bank operations, policies and procedures General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
Posted 3 weeks
Financial Advisor
Northwestern Mutual - Jacksonville, FL 32216
Overview: Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities: As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing support2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications: You could be right for this opportunity if you have: Bachelor’s degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range: USD $61,000.00 - USD $250,000.00 /Yr.
Posted 3 weeks
College Financial Representative, Internship Program
Northwestern Mutual - Jacksonville, FL 32216
Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities: Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP®. Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications: Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing2 $257 billion retail investment client assets held or managed by Northwestern Mutual3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody’s Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range: USD $500.00 - USD $1,000.00 /Yr.
Posted 3 weeks
College Financial Representative, Internship Program
Northwestern Mutual - Jacksonville, FL 32216
Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities: Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP®. Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications: Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing2 $257 billion retail investment client assets held or managed by Northwestern Mutual3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody’s Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range: USD $500.00 - USD $1,000.00 /Yr.
Posted 3 weeks
Technology Auditor – Compliance & Anti-Financial Crime – Assistant Vice President
Deutsche Bank - Jacksonville, FL
Job Description: Job Title Technology Auditor – Compliance & Anti-Financial Crime Corporate Title Assistant Vice President Location Jacksonville, FL Overview Auditors work independently on audits of a specific business/functional area/region and sometimes on multiple audits at the same time. You will evaluate the adequacy and effectiveness of internal controls relating to the risks within those business areas, working under moderate supervision, e.g. in complex situations. You will proactively develop and maintain professional consultative working relationships within their own function and with stakeholders inside the Bank and respective support areas. You will use a range of approaches to collect relevant information to assess key risks, resolve issues or carry out tasks. Auditors work in a co-operative manner with subject matter experts and other teams from across the function and outside the function to provide ‘front-to-back’ audit coverage. You may occasionally participate in ad-hoc projects. 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 Evaluate the design and effectiveness of technology controls supporting Compliance, Anti-Financial Crime (AFC), eDiscovery, and Archiving in line with Group Audit methodology and risk frameworks Plan and deliver audits by documenting processes, assessing risks and controls, engaging stakeholders, drafting issues, tracking findings, and validating closure Partner with business auditors and contribute technology expertise to front-to-back audits Maintain current regulatory and industry knowledge, assessing impacts on audit plans, methodology, and risk assessments Build strong relationships with colleagues, business partners, and support teams while collaborating across local and global teams Deliver high-quality audits, finding validations, and ad hoc projects on schedule Skills You’ll Need Bachelor’s degree in Information Technology, Computer Science, or a related field; relevant certification preferred (e.g., CISA, CRISC, CCSP, ITIL, COBIT, CIA, CFE, or CPA) At least four years of internal audit experience covering Technology, Security, Compliance, AFC, or Regulatory topics, or comparable first- or second-line experience; public accounting experience is a plus Strong knowledge of technology, security, compliance, AFC, and regulatory risks and controls, with demonstrated IT audit experience; IT general controls audit experience required Ability to assess control risks and issue impacts, supported by strong analytical, communication, and project management skills Excellent written and verbal communication skills across all organizational levels and stakeholder groups Skills That Will Help You Excel Ability to prioritize multiple assignments, learn complex concepts quickly, and build strong relationships Self-motivated, proactive, and results-oriented Strong written and verbal communication skills, including with senior stakeholders Knowledge of data analytics and artificial intelligence High professional and ethical standards, with confidence to challenge when needed Expectations It is the Bank’s expectation that employees hired into this role will work in the Jacksonville, FL 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, FL is $78,000 to $120,500. 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 3 weeks
Universal 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: Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. 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. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary. 2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience. 3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist. 4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs. 5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines. 6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning. 7. Adhere 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. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. High school diploma or equivalent education 2. Two years of teller or cash handling or client service experience 3. Six months of client relationship building or sales experience 4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects 5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation 6. Ability to multi-task under time constraints 7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products 8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes 9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included Preferred Qualifications: 1. One year of client relationship building or sales experience 2. Knowledge of advanced or complex branch transactions, risk management and loss prevention 3. Experience with sourcing and prospecting for new clients and client relationship building 4. General understanding of bank operations, policies and procedures General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
Posted 3 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. 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 3 weeks
Licensed & Certified Residential Appraisers (Part-Time / Flexible Volume)
Impact Valuation Group, LLC - Jacksonville, FL
Impact Valuation Group (IVG) Impact Valuation Group is expanding our appraiser network, and we currently have more qualified appraisal orders than our team can fulfill. We’re seeking Licensed & Certified Residential Appraisers who want flexible, optional volume without quotas, pressure, or administrative burden. This opportunity is ideal for appraisers who want to supplement their existing business with steady work they can accept on their own terms. What This Opportunity Looks Like: No maximum volume: take as many orders as your schedule allows No sales or client chasing Full appraisal independence: value, scope, and conclusions are always yours Administrative support included: coordination, and payment handled by IVG. You control your workload. IVG supports the process. Compensation (Fee Split Based on Monthly Volume) -1–11 orders/month: 60% Certified, 50% Licensed -12–20 orders/month: 62% Certified, 52% Licensed -21–30 orders/month: 63% Certified, 53% Licensed -31–40 orders/month: 64% Certified, 54% Licensed Requirements Active Residential Appraiser license in good standing (state-licensed) Current E&O insurance meeting lender requirements USPAP-compliant appraisal practice with strong attention to quality and detail Ability to complete residential appraisal assignments independently and professionally Reliable communication and responsiveness throughout the appraisal process Familiarity with common appraisal software and forms (e.g., UAD-compliant reports) Ability to meet reasonable turn times while maintaining quality standards Professional demeanor when interacting with homeowners, agents, and lender partners Access to reliable transportation and tools required to complete field inspections Willingness to complete IVG onboarding and panel setup requirements