Banking And Financial Services Jobs in Riverview

Major, Lindsey & Africa’s Interim Legal Talent group has an immediate need for an Interim Commercial Banking Transactions Counsel.

Overview: We are seeking an experienced transactional attorney with experience in commercial banking.

Company: Financial services.

Experience: 5+ years of experience with commercial credit products, commercial credit transactions and laws/regulations impacting products and operations.

Location: Tampa, FL or Remote.

Responsibilities Include:

• Conduct day-to-day legal activities supporting the US Retail Business Banking product owners and work directly with bankers, and with members of independent compliance, controls and operations functions.
• Handle commercial credit transactions, including documentation and secured transactions, and a solid understanding of commercial deposit and cash management products, including associated agreements.
• Previous experience with commercial credit products, including documentation and secured transactions and deposit & cash management products and associated agreements
• Familiarity with laws and regulations impacting products and operations, including AML, ECOA, UDAAP, and FCRA.

Qualifications Include:

• JD and barred in at least 1 US jurisdiction (New York, Florida or California preferred).
• 5+ years of transactional commercial banking experience.
• Understanding on laws and regulations impacting products and operations, including but not limited to AML, ECOA, UDAAP & FCRA.

All interested and qualified candidates should apply directly with Major, Lindsey & Africa for review and consideration.

Major, Lindsey & Africa does not discriminate against applications on the basis of age, sex, race or any other protected characteristics pursuant to applicable state or federal laws.

Pay Rate: $100-120/hour

Job ID: 245067

We are changing FINANCE to finance CHANGE!

Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar, residential, commercial, SBA and more). We are passionate about the environment, social issues and overall leaving our communities and the world better than we found it.

We want YOU to help us on this mission and are looking for exceptionally hard-working, passionate and bright new team members.

We are a team of growth focused, goal-oriented and competitive individuals. We collectively work hard to achieve our mission and growth-related milestones and continue to set and exceed new goals almost daily. We love what we do, and we love working with people who are just as excited about our objectives as we are!

Come join our team as Commercial Lender/ Attorney Banking Specialist (ABS) in Jacksonville market and take your career to a level unattainable in a traditional bank environment! In this role, you will meet and exceed budgeted deposit, fee income, and commercial lending goals. Provide superior professional quality customer service to new and established Climate First Bank customers, including cross-selling of products and services. Develop new business opportunities, structuring, and closing of commercial loans, as well as maintaining and servicing a commercial loan portfolio. Represent Climate First Bank in its market through active participation in community affairs.

The Commercial Lender/ ABS position will be primarily remote but does require physical presence in the Jacksonville area. Candidates must be local to the area to be considered. Please send a resume to apply.

Job Responsibilities:

• Identify new loan opportunities through business development efforts.
• Responsible for establishing, growing, and managing our attorney and law firm banking portfolio to include both deposit and lending relationships across our markets.
• Achieve sales meetings and sales call goals and document in Salesforce.
• Cross-sell all applicable financial products, seeking to develop and service desirable and profitable loans.
• Solicit, negotiate, and coordinate closings.
• Grow energy efficient loan production (PV panels, EV charging, LEED certified buildings).
• Ensure production goals are met, including DDA growth goals.
• Guide borrowers through the application process and advise on financial status and methods of payment.
• Monitor credit quality of loan portfolios.
• Monitor past due loans and collect payments.
• Develop referral relationships with realtors, CPA's, builders, and other sources to proactively solicit business and conduct sales-related activities.
• Evaluate, authorize, and recommend approval of commercial loans and lines of credit.
• Contribute to achieving all the relevant sustainability goals including Community Reinvestment Act and multi-cultural lending goals.
• Adopt and practice a commitment to social, economic, environmental, and racial justice.
• Demonstrate interest in contributing to and working by Climate First Bank's Core Values.
• Demonstrate an understanding of and follow established Bank policies, procedures, and regulations in accordance with all BSA and Compliance requirements.

Specific Requirements:

• Excellent sales, interpersonal, communication and supervisory skills.
• Superior customer service skills.
• Prior commercial lending experience required.
• Excellent attention to detail, ability to multi-task and manage time effectively.
• Educated in financial products and services, banking regulations and laws.
• Ability to work in a fast-paced environment.
• Solid organizational skills.

Benefits:

• Competitive compensation
• Employer paid medical, vision and dental insurance
• Employer paid disability and life insurance
• 401k match
• Employee Stock Options
• Compelling incentive plans
• Employee only rates for certain loan products
• Working with an amazing team of dedicated and like minded individuals!
• Being part of an exciting venture with amazing opportunities for growth and opportunities!

Physical Demands:

• Sustained standing and sitting.
• Frequent use of PC, including typing or sustained attention to monitor.
• Occasional lifting of basic office files or equipment up to 20 lbs.

Equal Opportunity Statement:

At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

E-Verify Statement:

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

We are changing FINANCE to finance CHANGE!

Climate First Bank is a Florida Benefit Corporation, state chartered, FDIC insured commercial bank. With now three physical branches in St Petersburg, Winter Park and Mount Dora and one digital branch, we are offering a full suite of banking products including personal and business banking and loan products (solar, residential, commercial, SBA and more). We are passionate about the environment, social issues and overall leaving our communities and the world better than we found it.

We want YOU to help us on this mission and are looking for exceptionally hard-working, passionate and bright new team members.

We are a team of growth focused, goal-oriented and competitive individuals. We collectively work hard to achieve our mission and growth-related milestones and continue to set and exceed new goals almost daily. We love what we do, and we love working with people who are just as excited about our objectives as we are!

Come join our Digital Branch as a Digital Banking Intern and take your career to a level unattainable in a traditional bank environment!

This position is primarily remote within the State of Florida. Please send a resume to apply.

Position Summary: All Climate First Bank employees must be willing to embrace the vision of an inclusive, equitable, and regenerative economic system. The Digital Banker Intern is responsible for assisting the Bank's consumer and commercial solar lending program. This role will represent the true voice of the client and be at the forefront of delivering a superior experience to our clients and partners. You will learn and assist management with sales campaigns and new digital banking technology roll outs, internal training, support, and adoption.

Benefits:

• Paid internship!
• Mission-led Bank with a strong focus on sustainability and social justice.
• Working with an amazing team of dedicated and like-minded individuals!
• Being part of an exciting venture with amazing opportunities for growth and opportunities!

Primary Responsibilities:

* Provide high touch personalized customer service through daily virtual interactions with the client base.

* Assist with sales outreach and support.

* Support client and partner onboarding.

* Support the digital team with writing user stories and help minimize the backlog on .

* Assist with documentation and capturing project approvals.

* Partner with internal resources to ensure adherence to and promotion of our commitment to sustainability practices and continued carbon neutrality.

* Learn how to promote banking opportunities and a favorable image of the Bank in all business activities within the community and social media.

* Assists with all aspects of the solar lending process and other values-aligned products delivered via the Digital Channel.

Secondary Responsibilities:

* Exceed clients' expectations by creatively leveraging the bank's existing portfolio of products and service

* Ensure compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties.

* Demonstrate and expand understanding of and commitment to established Bank policies, procedures, and regulations, remain vigilant regarding online threats, phishing and other cyber- security risks, particularly as they relate to areas of oversight, identify inquiries that appear suspicious, obtaining reasonable and verifiable explanations, notifying the Compliance Officer when necessary; completion of all web-based compliance training; resolution of all issues concerning BSA report reviews of suspicious activity and or cash transactions.

Specific Requirements:

• Enrolled in or recent graduate of a related field of study.
• Banking experience and knowledge of bank digital banking systems strongly preferred.
• Customer Service- True servant mindset and dedication to customer satisfaction. Practices genuine care for the support and care of the customer. Tenacious focus on the delivery of an exceptional client experience.
• Sales- Desire and ability to promote all banking products, practice a consultative sales approach with a strong focus on customer needs.
• Communication- Excellent communication skills, both verbal and in writing. Ability to compose concise and professional correspondence. Comfortable interacting with customers on camera, phone, and chat. Possesses effective listening skills.
• Training, Learning and Technology- Ability to quickly learn, adopt, and use new technology.
• Efficiency and Organization- A well organized, resourceful self-starter with superior attention to detail and the ability to prioritize and thrive in high volume situations. Excellent time management and self-sufficient organization of one's tasks and workflow.
• Work Environment- Desire, curiosity and ability to work in a high pace, high growth, high pressure environment with ample opportunity to learn hands on and through live business interactions.
• Team Spirit- Demonstrated ability to support team members and act as a source of inspiration for the collective improvement of the team and the achievement of business objectives.

Physical Demands:

Sustained standing and sitting.

Frequent use of PC, including typing or sustained attention to monitor.

Occasional lifting of basic office files or equipment up to 20 lbs.

Equal Opportunity Statement:

At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

E-Verify Statement:

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

Facility Location

NATIONAL EEO SVC FACILITY

5405 CYPRESS CENTER DR STE 330

TAMPA, FL 33609-1026

This is NOT a remote position.

Position Information

NON-SCHEDULED DAYS: SAT/SUN

HOURS: 08:00 AM to 05:00 PM EST

BENEFIT INFORMATION: The salary will be based on previous experience, salary history, and current Postal pay policies. We offer excellent benefits including health insurance and annual leave.

Functional Purpose

Reviews and analyzes Equal Employment Opportunity (EEO) complaint files; serves as Contracting Officer's Representative for outsourcing services.

DUTIES AND RESPONSIBILITIES

1. Assigns cases to and coordinates the activities of independent contractors who provide pre-complaint counseling and/or mediation services. Reviews reports for legal sufficiency and authority settlement agreements reached at the pre-complaint counseling stage and monitors compliance with those agreements.

2. Reviews DRS (Dispute Resolution Specialist) Inquiry Report to determine sufficiency for acceptance and dismissal. Processes formal complaints of employment discrimination and related amendments and consolidations for acceptance and dismissal through application of Equal Employment Opportunity Commission regulations and case law. Responds to appeals of final agency decisions dismissing complaints.

3. Assigns cases to and coordinates the activities of independent contractor EEO investigators. Reviews investigative plans, and draft and completed EEO investigations to ensure compliance wtih national quality standards and regulatory timelines.

4. Coordinates and reviews the work of independent contractors preparing draft final Agency decisions on the merits of EEO complaints. Issues final agency decisions on the merits of EEO complaints on behalf of the Postal Service and responds to appeals of these final agency decisions. Reviews decisions issued by EEOC Administrative Judges on the merits of EEO complaints and issues Notices of Final Action, either implementing or appealing those decisions. Assists in responding to appeals of Notices of Final Action.

5. Develops and provides EEO training to EEO service providers, Area, and District personnel. Assists in the development and delivery of training or skills development sessions for newly selected Investigative Services Office) Analysts.

6. Provides guidance and technical advice concerning the EEO complaints process and Postal Service regulations, policies, programs and procedures to independent contractors. Provides guidance concerning EEO issues to Area and District personnel.

7. Interacts as necessary with EEO Compliance and Appeals, the Law Department, postal management, EEOC District and Field Offices, and the EEOC's Office of Federal Operations with respect to the procedures for processing pending EEO complaints.

The United States Postal Service has the following excellent and challenging employment opportunity for highly motivated and innovative individuals. Successful candidates must demonstrate through a combination of education, training, and experience the following requirements:

Requirements

1. Knowledge of contracting procedures is sufficient to function as a Contracting Officer Representative.
2. Ability to develop and provide EEO training.
3. Ability to provide technical advice and assistance to independent contractor Equal Employment Opportunity (EEO) investigators, district, area, and headquarters personnel.
4. Ability to analyze data related to EEO complaint processing including trend analysis on case processing time frames, utilizing a computerized database and spreadsheet software.
5. Ability to coordinate and oversee the work of EEO service providers including independent contractor EEO counselors, mediators, investigators and final agency decision writers.
6. Knowledge of the statutes, regulations, case law, administrative procedures and Postal Service policy pertaining to equal employment opportunity (EEO) complaints sufficient to manage and process informal and formal complaints.

Reimbursement of relocation expenses will NOT be authorized

Qualified applicants must successfully pass a pre-employment drug screening to meet the U.S. Postal Service's requirement to be drug free.

Applicants must also be a U.S. citizen or have permanent resident alien status.

About Us:

InsureOne, a part of Confie—one of the largest privately owned insurance brokerages in the United States—has been serving clients for over 30 years, with a growing network of locations across the country.

Our team consists of local, knowledgeable insurance professionals who take pride in delivering exceptional service, competitive rates, and personalized coverage options. We are committed to building lasting relationships with our clients, providing a white-glove experience that prioritizes their individual needs.

Join the winning team at InsureOne, part of Confie, which has been ranked as #1 on Insurance Journal's annual Top 50 Personal Lines Agencies for the ninth consecutive year, and the #1 spot in Insurance Journal's Top 100 Property/Casualty Agencies for 2025.

What We Offer:

• Competitive compensation structure
• Continuous on-going training and mentorship
• Growth-oriented culture with internal promotion opportunities
• Comprehensive Benefits package including medical, dental, vision, and life insurance
• Comprehensive 401K plan with competitive employer match
• Paid time off including holidays, vacation, and personal time
• Annual incentive trip for top performers
• Fitness perks: A corporate discount at 24-Hour Fitness makes staying active more accessible.
• Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost.
• Extra Perks: Access to disability, hospital indemnity, universal life, critical illness, and accident insurance plans. We even offer pet insurance.

Pay Details: The base pay range for a Service Consultant is $45k - $60k/ year DOE

Our Compensation package includes a competitive base salary + monthly uncapped commissions

Location: In-office at 3449 Lithia Pinecrest Rd. Valrico, FL 33596

Work Schedule: Monday-Friday, 8:00 AM - 5:00 PM EST

What You Will Do:

The Service Consultant would focus on servicing and retaining an existing book of business, advising clients on coverages, as well as completing endorsements and cancellations, managing retention, and policy issuance for our clients. This role also places a focus on service and sales, as we encourage our Service Consultants to generate and sell cross-sell opportunities and analyze coverage to meet our clients' needs.

• Manage an existing book of business, focusing on growth and retention while delivering exceptional customer service
• Routinely conduct consultative conversations with our clients to ensure all coverage needs are addressed
• Generate and sell cross-sell, referral, and up-sell opportunities
• Work with customers to provide exceptional service while resolving customer requests/concerns, such as, but not limited to, billing, endorsement, copies of insurance documents, etc.
• Completes all required applications and documentation according to carrier and company guidelines
• Meet personal/team qualitative and quantitative service and sales targets as assigned
• Support all company initiatives as requested, guided by our company's WE CARE values, sales culture, and business needs
• Maintain a professional demeanor in all interactions with both internal and external customers

Our Ideal Candidate:

We are actively seeking a motivated individual to join our high-performing team, offering unparalleled opportunities for professional growth.

Key Attributes:

• High school or equivalent
• Effective and precise telephone etiquette
• Property & Casualty license (Active 2-20 or 4-40)
• 1+ years of customer service or sales experience in the Insurance industry
• Excellent attention to detail and organizational skills
• Ability to work well independently and on a team
• Precise verbal and written communication skills
• Ability to work in a fast-paced environment
• Ability to deliver a tailored, white-glove experience to all clients

Preferred Attributes:

• Bachelor's Degree
• Multi Carrier experience nice to have
• Fluency in Spanish is welcome but not necessary

JOB TITLE: Senior Analyst, Customer, Contract, and Chargeback Operations

Location: Tampa, FL 50% onsite)

Duration: 6 months initial (potential extension/potential right to hire)

Hours: Mond-Fri, 8am-4:30pm

Summary:

The position supports all functional areas within P&CO, processing of chargebacks, customer classification and contracts. This includes day-to-day business support as well as design/enhancement/implementation/testing of any required business process or system modifications.

Responsibilities:

• Monitor daily operations ensuring chargebacks are processed and appropriate payments are issued, including reconciliation of chargeback submissions and claim responses.

• Analyze and interpret large data sets using Excel and other software applications to support business functions (e.g. load customer records), ensure reasonableness of data, identify trends and determine the root cause of issues.

• Use sound critical thinking skills to review contract eligibility (e.g. GPO membership, Class of Trade (CoT), DEA/HIN or NPI).

• Research third-party databases and other data sources, analyze information and make determination on customer COT assignments. Determine COT assignment in compliance with established business standards and policies.

• Reconcile FSS and HRSA Office of Pharmacy Affairs 340B program eligibility information to ensure that government rules and regulations as well as practices are adhered to related to customer eligibility for FSS and 340B price discounts on products.

• Create, update, and maintain customer master records.

• Create and update business process documentation.

• Build and maintain business relationships with wholesalers and distributors and across matrix teams including Government Price Reporting, Government Contract Operations, Institutional Contract Administration, Customer Operations, Order to Cash Operations, IT, Trade Sales Ops, Finance and Customer Service Ops.

• Participate in the ongoing design/enhancement/implementation/testing of Model N and SAP relative to customer master data, pricing and chargebacks.

• Interact daily with P&CO and Government & Public Program Ops teams to resolve pricing, customer, chargeback, or other system related issues.

Apply technological aptitude to business processes to enhance operational efficiencies and productivity.

Education:

• Bachelor’s degree in accounting, Finance, Business or related subjects is preferred

Qualifications:

• A minimum of 5 years of related experience in business analysis, financial analysis, audit, chargeback administration, contract administration, or master data administration.

• Demonstrated ability to identify and implement process and control enhancements.

• A proven leadership mindset.

• Strong interpersonal skills, excellent oral and written communication skills, and the ability to work well across a matrix team are required

• A broad knowledge of Pricing & Reimbursement functions, government pricing regulations and systems transactional processing is preferred.

• Experience with Microsoft Office is required.

• Exposure to SAP and Model N (or similar systems) is preferred.

• Solid knowledge and experience in the pharmaceutical industry preferred.

If hired, you will enjoy the following Eclaro Benefits:

• 401k Retirement Savings Plan administered by Merrill Lynch
• Commuter Check Pretax Commuter Benefits
• Eligibility to purchase Medical, Dental & Vision Insurance through Eclaro

If you feel you are qualified with the required skills and if you are interested, please free to send your word version most updated resume TAILORED to the job description above to or call (212)804-7476.

Equal Opportunity Employer: Eclaro values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.