Banking and Financial Services Jobs in Tampa

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.

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 Loan Operations team as a Loan Operations Specialist and take your career to a level unattainable in a traditional bank environment! The Loan Operations Specialist prepares loan documents and will be responsible for addressing appropriate title insurance coverage to protect Climate First Bank's interests. Please note that this general outline will be further specialized based upon skillset and fit within the Loan Operations department.

This position is remote within the State of Florida. Additional States may be considered on a case by case basis. Please send a resume to apply.

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!

Primary Responsibilities:

• Loan Documentation- Prepare loan documents utilizing LaserPro and review attorney prepared loan documents. Order title work and flood determinations.
• Closing Process- Coordinate closings. Process loan fundings. Review loan documentation post-closing for accuracy and compliance within loan policy.
• Reporting- Prepare and maintain loan policy exception report. Prepare monthly documentary stamp tax report
• Operations- Assist in developing policies and procedures. Book new loans and renewals on core
• Payment and Loan Processing- Process payments/draw requests. Process property tax payments. Process loan maintenance. Paid Loan Processing, including preparing and filing releases. Daily/Monthly reconciliations.
• Monitoring- Track real estate taxes and insurance on collateral. Monitor UCC-1 expiration dates and file continuation. Verify rate changes. Verify escrow analyses.

Requirements:

• Ability and desire to thrive in a fast-paced, performance driven environment with frequent routine changes.
• Detail-oriented, resourceful, creative and organized self-starter.
• Ability to complete assignments with little oversight and supervision. Sound judgement on when to ask questions and escalate to a team member or manager.
• Must
  have excellent computer skills including extensive use of Windows,
  Microsoft Office Programs.

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 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.

Job Description: Corporate Attorney – Litigation, Arbitration & Dispute Resolution (Florida/NY License)

Location: Tampa, Florida

Department: Legal

Employment Type: Full-Time

Position Overview

We are seeking an experienced Corporate Attorney to manage and lead the company’s dispute resolution and enforcement efforts, with a primary focus on arbitration, mediation, and litigation related to customer non-payment and contract enforcement.

This role will serve as the key member of the in-house legal function and will be responsible for driving favorable outcomes in disputes while balancing legal strategy, cost efficiency, and business objectives. The ideal candidate is a pragmatic legal professional with strong litigation instincts and a demonstrated ability to resolve and negotiate positive resolutions to matters efficiently and effectively.

Key Responsibilities

• Manage disputes involving customer non-payment, contract enforcement, and fee recovery through negotiation, arbitration, mediation, and litigation
• Draft and oversee demand letters, pleadings, settlement agreements, and related legal documentation
• Represent the company in proceedings where permitted and coordinate closely with outside counsel as necessary
• Develop and execute dispute resolution strategies aligned with financial and operational goals
• Negotiate settlements that maximize recovery while minimizing legal risk and expense
• Establish and refine internal escalation, enforcement, and dispute management processes
• Monitor and report on recovery performance, cycle times, and legal spend
• Collaborate with Finance, Operations, and Executive Leadership to support cash flow and risk management objectives
• Reduce reliance on outside counsel by expanding in-house capabilities

Qualifications

• Juris Doctor (J.D.) from an accredited law school
• Active bar admission in at least one U.S. jurisdiction (NY or Florida) (Both preferred)
• 5+ years of relevant experience in litigation, arbitration, mediation, or dispute resolution
• Litigation experience strongly preferred
• Demonstrated experience managing disputes from initiation through resolution
• Strong drafting, negotiation, and legal research skills
• Business-oriented mindset with the ability to balance legal rigor and commercial realities
• Proven ability to manage multiple matters simultaneously in a fast-paced environment

Preferred Experience

• Experience building or scaling in-house legal or collections functions
• Background in financial services, real estate, SaaS, fintech, or professional services
• Experience reducing legal spend while improving recovery outcomes
• Leadership experience managing paralegals, legal operations, or junior legal staff.

What We Offer

• Competitive compensation commensurate with experience
• Performance-based incentives tied to measurable outcomes
• Remote/Onsite work flexibility
• High-visibility role with direct impact on company financial performance
• Opportunity to help shape and mature the in-house legal function

Job Type

• Full Time- W2

Benefits:

• Health insurance
• Dental insurance
• Employee assistance program
• Health savings account
• Paid time off
• Vision insurance
• Life Insurance
• Short Term Disability
• Long Term Disability
• Holiday Pay

Additional Information

This job description outlines the primary responsibilities and expectations of the role but is not intended to be exhaustive. Responsibilities and duties may evolve based on business needs and company growth.

Equal Opportunity Employer

FinTitan is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, or any other protected status under applicable law.

Employment Status

Employment with FinTitan is at-will and may be terminated by either the employee or the company at any time, with or without cause or notice, in accordance with applicable law.

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 the Deposit and Treasury Manager. As the Deposit and Treasury Manager you will oversee all business functions related to Deposit and Treasury Management Operations Services & Support. Responsibilities include the synchronization of daily back-office operations, core system processing, and other related departments as they related to the Treasury Management and Deposit Operations.

Join us in this exciting start-up experience and take your career to a level unattainable in a traditional bank environment. Candidates must be local to Central Florida.

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!

Primary Responsibilities:

• Policies and Procedures - Develop and maintain all department policies and procedures. Ensure compliance with department procedures and control standards, adjusting existing and/or implementing additional controls as needed.
• Audit Management - Coordinate department preparation and short/long-term responses to internal and external audits and exams.
• Department Operations - Plan operational improvements, resolve operational problems, and take corrective action to ensure effective operations. Determine staffing requirements; oversight of selection, development, and management of staff; direct training and development of staff to ensure operational depth and maximize use of strengths and abilities. Assist in the development
  of the department budget, monitor expenditures, and explain variances.
• Mergers & Acquisitions - Manage Treasury Management and Deposit Operations responsibilities related to Merger and Acquisition conversions, project plans, product enhancements and implementations, process integration with other departments, and Treasury Management and Deposit Operation's disaster recovery plan(s).
• Products and Services - Coordinate with other departments on the implementation of new products and services. Remain knowledgeable of banking industry trends or issues in order to assist in the assessment of needs and opportunities for service enhancements or new products.
• Customer Service - Assist other department employees with activities related to deposit and treasury management services and related products. Provide assistance to other employees by liaising with them through healthy and positive interactions. Develop and recommend unit quality, productivity, and service level goals as well as provide input for other areas of the Bank.
• Core Conversion & Maintenance - Collaborate with the Core Banking Systems Administrator to update and maintain core banking and ancillary systems

Requirements:

• Bachelor's Degree strongly preferred.
• 5+ years of Core System experience required.
• 10+ Prior banking experience required.
• Experience leading diverse teams from entry level to middle manager.
• Sound education in financial products and services, banking regulations and laws.
• Strong accounting and math skills.
• Ability and desire to thrive in a fast-paced, high-pressure environment with frequent routine changes. Ability to multi-task and prioritize with ease.
• Highly organized self-starter with impeccable attention to detail and the ability to complete assignments with little oversight and supervision.
• Effective communicator with strong active listening skills, excellent writing and speaking skills and the ability to compose professional correspondence. Must be able to communicate tactfully and empathetically with customers, employees, and Bank management.
• Proficient in the Microsoft Office suite of products to include Word, Excel, Outlook as well as other software used in the department.

Physical Demands: In the performance of respective tasks and duties, all Climate First Bank employees are expected to successfully perform the essential functions of the position. While performing duties, employees are required to sit, talk, hear, lift up to 20 lbs., and may be required to work evenings and/or weekends, attend remote meetings and/or to travel. Reasonable employee accommodations will be considered on a case-by-case basis.

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 team as a Chief Financial Analyst to support our finance department. As the Chief Financial Analyst you will be responsible for the overall administration of budgeting/forecasting, Asset Liability Management (ALM) modeling and assumptions, ALM Economic Value and NII forecast, cash flow and liquidity management, and investing recommendations for the Bank. Also responsible for assisting in the preparation of consolidated financial statements and ensuring compliance with generally accepted accounting principles.

Join us in this exciting start-up experience and take your career to a level unattainable in a traditional bank environment. Candidates must live in Florida. Please send a resume to apply.

Job Responsibilities:

• Manage ALM and capital stress testing modeling initiatives including interest rate risk, liquidity risk, and balance sheet optimization.
• Direct and organize participation in preparation of the annual operating budget. Maintain budget information in accounting system. Review budget variances and reports results to management.
• Review and analyze "what if" scenarios for strategic planning. Prepare various analytical cost analyses and projections.
• Review cash management position to ensure adequate liquidity in an effort to optimize cash.
• Prioritize the accuracy and integrity of data incorporated into ALM and capital stress testing activities to support a comprehensive internal control environment.
• Oversee regular updates to model assumptions including loan prepayment speeds, deposit decay, and betas.
• Manage and evaluate modeling balance sheet, net interest income (NII), economic value (NEV), and forecast simulations across multiple scenarios.
• Present trends, opportunities, and issues to committees and senior management, making recommendations for action as appropriate.
• Review and assist in the development of finance policies and procedures, recommending changes to improve efficiency or strengthen controls.
• Assist CFO in potential growth opportunities.

Specific Requirements:

• Advanced knowledge of the financial services sector.
• BA/BS in Accounting; CPA credentials are required.
• Ability to work in a dynamic and changing environment.
• Strong time management skills preferred.
• 5 years progressively responsible experience in accounting or financial analysis, preferably with a financial institution.
• Excellent attention to detail, ability to multi-task, and manage time effectively.
• Demonstrated interest in contributing to and working by Climate First Bank's Core Values.
• Possess the initiative to obtain education related to Corporate Social Responsibility and sustainability practices.

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 Structured Finance team as the Business Development Officer (BDO). This remote position will be responsible for originating,
structuring, and closing new business opportunities. This role is integral to
the growth and success of the Structured Finance Division, requiring a
proactive approach to business development, client relationship management, and
industry engagement.

Join us in this exciting start-up experience and take your career to a level unattainable in a traditional bank environment. Please send a resume to apply.

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!

Responsibilities

• Business Development - Identify,
  cultivate, and manage relationships with prospective clients. Develop and execute
  a strategy to meet or exceed annual new business funding targets. Leverage
  industry networks, referral sources, and marketing strategies to generate a
  consistent pipeline of high-quality leads.
• Sales and Client Relationship Management - Conduct
  in-depth needs assessments to understand client financial requirements and
  present tailored financing solutions. Build and maintain strong relationships
  with referral partners, including brokers, CPAs, attorneys, and industry associations. Represent the Structured
  Finance Division at industry conferences, trade shows, and networking events to
  promote services and build the division's brand.
• Structuring and Closing Deals - Work
  collaboratively with internal underwriting, operations, and credit teams to
  structure and close deals efficiently. Ensure all deals align with the
  division's credit policies and risk appetite. Negotiate terms and pricing with
  clients while maintaining a focus on achieving profitability and client
  satisfaction.
• Market and Industry Expertise: Stay
  informed about market trends, competitor offerings, and changes in the
  factoring and ABL landscape. Provide feedback to leadership regarding market
  conditions and opportunities for product or service enhancements.
• Pipeline and Portfolio Management - Build
  and maintain a robust pipeline with clearly defined stages and next
  steps. Generate a balanced portfolio of deals across various industries
  and credit profiles.

Secondary Responsibilities:

*
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.

*
Possess the initiative to obtain education related
to sustainability practices.

* Demonstrate an understanding of and follow
established Bank policies, procedures, and regulations, cognizant of
transactions, 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.

Requirements

• Bachelor's degree in Business, Finance, or a related
  field; MBA or advanced degree is a plus.

*
Proven track record of meeting or exceeding sales
targets in a business development role.

*
Strong knowledge of factoring and ABL products,
including underwriting and credit analysis principles.

*
Exceptional interpersonal, communication, and
negotiation skills.

*
Ability to work independently and as part of a
collaborative team.

*
Proficiency in CRM tools and financial analysis
software.

*
Minimum of 5 years of experience in factoring, ABL,
or commercial finance.

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 Banker and take your career to a level unattainable in a traditional bank environment! The Digital Banker is promotes the Bank's consumer lending, deposit gathering and non- interest income initiatives for the Digital Branch. This role represents the true voice of the client and will be at the forefront of delivering a superior experience to our clients. The primary objective of this role is to establish new whole relationships through building connections, initiating and renewing loans, and acquiring deposits. This role will participate and assist management with any sales campaigns and new digital banking technology roll outs, internal training, support, and adoption.

We are looking for multiple candidates for both a remote and hybrid setting. Candidates for the hybrid roles must be local to Central Florida and able to travel to one of our physical branches as needed, often at short notice. Please send a resume to apply.

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!

Primary Responsibilities:

• Customer Service- Provide high touch personalized customer service through daily virtual interactions with the client base. Conduct user surveys and collaborate with designers and engineers to identify efficient/scalable customer-centric solutions that drive user satisfaction, conversion rates, and automation.
• Client Onboarding- Facilitate digital client onboarding and support.
• Mission Objectives- Partner with internal resources to ensure adherence to and promotion of our commitment to sustainability practices and continued carbon neutrality.
• Marketing & Sales- Provide full-service banking to digital clients with primary focus on increasing the bank's deposit and consumer lending base. Promote new banking opportunities that could be developed into high value strategic relationships. Assist with marketing strategies as they are related to introducing new products and services to prospective customers via the Digital Channel. Track the results of all campaigns and report insights to stakeholders.
• Customer Retention- Work closely with internal business partners to expand products and services per customer to deepen customer relationships and increase customer retention.
• Solar Lending- Assist with all aspects of the solar lending process and other values-aligned products delivered via the Digital Channel.
• Development Team Support- Work with the development team to define detailed requirements, write user stories and help prioritize the backlog on .

Requirements:

• 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. Competitive desire to consistently achieve and exceed business growth goals and financial targets.
• 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.
• Banking Experience- Comprehensive knowledge of digital banking systems and products and experience working in a bank environment. Educated in financial products and services, banking regulations and laws.
• 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 limited direction and supervision that requires high accountability for one's work product and excellent independent judgement.
• 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.

Position Type: RegularAt Schwab, you're empowered to make an impact on your career.

Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

As a Sr.

Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing.

You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience.

SWA's advice philosophy will empower you to use a vast array of products (i.e.

stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals.

You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors.

You'll also have the opportunity to mentor junior SWA team members.

If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.Required Qualifications: CFP designation or CFA designation Bachelor's degree Active and valid FINRA Series 7 license May be obtained with a 120-day condition of employment Active and valid FINRA Series 66 license required May be obtained with a 120-day condition of employment Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.

Preferred Qualifications: Five or more years working directly with clients in the financial services industry highly preferredIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.

At Schwab, you're empowered to shape your future.

We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance

Position Type: RegularWe believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.Required Qualifications:

Bachelor's degreeActive FINRA Series 7 license (May be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire)Active FINRA Series 66 license (May be obtained within the first 120 days)Three or more years advisory experience, including creating and customizing financial plans and portfolios for clientsFive or more years in the financial services industry working directly with clients Preferred Qualifications:

CFP or CFASuperior relationship management and client retention experiencePolished interpersonal, communication and presentation skills, attention to detail In addition to the salary range, this role is also eligible for bonus or incentive opportunities.At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

This posting is for multiple P&C Actuarial Analyst positions on the pricing, indications, and forecasting teams. These roles require experienced analysts to independently apply actuarial methods for accurate pricing and process improvement, mentor colleagues, provide strategic insights, and manage business risks in compliance with internal risk management policies.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position.

Experienced analyst responsible for independently applying actuarial methodologies to complete structured projects and serves as a technical subject matter expert on assigned tasks.

What you'll do:

• Independently applies actuarial methodologies to complete structured projects (e.g.)

• Builds tools to test and implement new methodologies that improve accuracy of actuarial analysis; utilizes model results to select new variables and refresh existing variables in a rating algorithm; analyzes results from multiple methodologies to propose reserve selections and documenting rationale).

• Identifies and  improves existing processes utilizing actuarial, mathematical, or statistical techniques.

• Proactively resolves technical issues and identifies appropriate issues for escalation.

• Assists others with troubleshooting issues.

• Creates instructions and training materials for actuarial tools and processes.

• Mentors new team members.

• Apply business acumen to provide actionable insights that help solve business problems.

• Effectively communicates insights and solutions to broad audiences including actuarial and non-actuarial stakeholders.

• Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• Bachelor’s degree OR 4 years of related actuarial/business/analytical experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.

• 2 years of actuarial or analytical business experience.

• 3 Casualty Actuarial Society (CAS) exams.

• Experience with relevant actuarial, mathematical, and statistical techniques and approaches used to support fact-based decision-making.

• Intermediate knowledge of data analysis tools, data visualization, developing analysis queries and procedures in Python, R, SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect technical insights to business problems.

What sets you apart:

• Familiarity with Excel and at least one programming language or modeling software package (Python, SQL, R, SAS, etc.).

• Demonstrated experience with basic actuarial pricing methodologies.

• Demonstrated experience aggregating and analyzing data to solve problems.

• Ability to effectively communicate insights and solutions to broad audiences including actuarial and non-actuarial stakeholders.

• P&C Personal Lines pricing experience.

• Familiarity and experience with industry pricing software such as Earnix.

• US military experience through military service or a military spouse/domestic partner.

Compensation range: The salary range for this position is: $77,120 - $138,810.

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on .

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Voyage Home Loans is a growing, relationship-driven mortgage brokerage seeking experienced, business-minded Mortgage Loan Originators to join our platform. We are seeking an experienced, licensed Mortgage Loan Originator to join our team in a fully remote capacity, supporting our Florida lending market.

This role is designed for a self-directed, relationship-driven producer who operates independently and builds business through trust-based partnerships. This is a relationship-driven role rather than a lead-dependent or call-center environment. While occasional in-house opportunities may arise, success in this role is built through personal production, professionalism, and consistent execution within a structured lending platform.

Candidates must be comfortable operating remotely with minimal supervision while maintaining high standards of communication, accountability, and follow-through.

We’re looking for originators who enjoy growing alongside a brand, not just plugging into one.

The Opportunity

This role is ideal for originators who:

• Enjoy building and nurturing referral relationships
• Appreciate being part of a growing platform with a long-term vision
• Take pride in representing a professional brand in the community
• Value independence supported by structure and systems
• Are motivated by both personal production and brand growth
• Value protecting and enhancing their professional reputation through consistent execution

Voyage supports business development through select events, networking opportunities, and brand-building initiatives within the Florida market, and we welcome originators who enjoy participating in these efforts as part of their growth strategy.

Why Originators Join Voyage

• Opportunity to grow alongside a developing brand
• Visibility and influence in shaping local market presence
• Clean systems and disciplined operations
• Operational and transaction support to enhance execution
• Freedom to build your business with structure — not micromanagement

$95,000 at plan earnings

• Proactively stay abreast of mortgage industry trends and lending rate sheets; maintain strong relationships with mortgage lending sources / mortgage bankers, and establish referral relationships with real estate professionals
  
• Submit application file to lenders in order to apply on the homeowners’ behalf
  
• Meet with potential applicants and buyers to determine each client’s specific lending or refinance needs
  
• Shop for competitive mortgage rates and interest rates, and negotiate terms with various lenders to find ideal mortgage lender for the applicant
  
• Gather documents such as applicant’s credit history, income and employment verification, assets and liabilities, and background check to determine creditworthiness
  

• Originate and manage residential mortgage loans from consultation through closing with a strong focus on compliance, execution, and client experience
• Conduct thorough borrower consultations to assess financial profile, lending needs, and appropriate loan structure
• Structure and submit complete, high-quality loan files through Voyage’s approved lender partners using Arive
• Educate borrowers on loan products, pricing, underwriting guidelines, and the lending process
• Proactively gather and review borrower documentation to ensure file quality and underwriting readiness
• Build and maintain referral-based relationships with real estate professionals and industry partners
• Operate independently within Voyage Home Loans’ structured systems, compliance standards, and communication expectations
• Maintain compliance with licensing, continuing education, and regulatory requirements

• Up to date NMLS licensure or National Association of Mortgage Broker license or certification is required
  
• Must possess mortgage loan origination or loan officer experience: 5 years
  
• Comfortable with loan origination software and MS office
  
• Independently resourceful mindset with excellent communications, analysis, and time-management skills
  
• A bachelor’s degree is preferred in economics, business administration, banking, finance, or real estate law
  

• Active NMLS license is required
• Licensed in Florida, Indiana, or both
• 2+ years of active mortgage origination experience preferred
• Strong understanding of loan products, guidelines, and the end-to-end lending process
• Comfortable using loan origination software (Arive experience preferred)
• Ethical, client-focused, and relationship-driven approach
• Self-directed, organized, and business-minded

This role is best suited for originators who value independence, professionalism, and long-term brand alignment over volume-driven, lead-fed models.

Voyage Home Loans LLC is a state-licensed mortgage brokerage serving Indiana and Florida. We offer a full range of residential loan products — including conventional loans, new construction, refinances, and HELOCs.

Our mission is to make the lending process simple, transparent, and personalized, helping clients achieve homeownership with integrity and care. We value a business-minded spirit and collaboration, empowering team members to succeed while delivering exceptional service to every client.

Compensation details: 95 Yearly Salary

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We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

With a culture of recognition and reputation for excellence, ELS is the ideal organization in which to develop a long and successful career!

ELS is hiring for the position of Senior Lease Analyst in Tampa, FL.

What you'll do:

The Senior Lease Analyst ensures the organized and efficient implementation of rent increase and lease information across a portfolio of properties. They will be a key leader in the implementation of policies and procedures along with creating efficiencies throughout the process. The ideal candidate is able to adapt to a fast-paced environment while working collaboratively within a team.

Your job will include:

• Ensure that all leasing activities and documentation comply with required policies and guidelines
• Review and administer rent increase renewals along with notice requirements.
• Train and develop new training as needed for property managers regarding procedures and property management system.
• Analyze utility usage and work with properties to resolve utility billing issues
• Create and distribute reports based on utility usage issues.
• Summarize and report on property delinquency to operations management
• Work directly with legal counsels to resolve lease and resident issues.
• Partner with cross functional teams and departments on multiple projects.
• Be an expert user with property management system and be able to assist others.
• Implement new procedures to and document policies
• Collaborate with other departments in order to achieve goals
• Provide guidance and support to operations management
• Audit turnover reports and verify the accuracy of reported rents.
• Serve as an escalation point for issues with rent charges.
• Manage data conversion process for upload into property management software

Experience & skills you'll need:

• Bachelor's degree, preferably in Business, Accounting or Finance, or a related field
• 3+ years of experience preferably in a real estate or lease administration capacity
• Experience with Accounting and/or property management software preferred
• Ability to examine and interpret leases with strong attention to detail.
• Excellent written and verbal communication skills
• Meticulous attention to detail
• Proven record of time management
• Proficiency in Microsoft Office Suite of products, including mastering of Excel
• Strong organizational skills and the ability to manage multiple projects simultaneously

In return for your excellent skills and abilities, we offer a comprehensive benefits package

including: medical, dental, and vision plans, a generous 401(k) employer match, and paid vacations, holidays, and sick time.

We invite you to visit our web for additional information regarding our exceptional resort communities.

As an Equal Opportunity Employer, we welcome and thank all applicants.

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.

In the Role

• Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service

• Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals

• Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs

• Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations

• Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems

• Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude

• Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options

Requirements:

• High School Diploma or GED

Preferred:

• Sales, Collections or Customer Service experience

• Bilingual - Spanish

Location: On site

The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.

Who we Are

A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:

• Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances

• Up to 4% matching 401(k)

• Employee Stock Purchase Plan (10% share discount)

• Tuition reimbursement

• Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date)

• Paid sick leave as determined by state or local ordinance, prorated based on start date

• Paid holidays (7 days per year, based on start date)

• Paid volunteer time (3 days per year, prorated based on start date)

OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.

In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.

At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.

Key Word Tags

Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.

In the Role

• Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service

• Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals

• Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs

• Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations

• Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems

• Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude

• Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options

Requirements:

• High School Diploma or GED

Preferred:

• Sales, Collections or Customer Service experience

• Bilingual - Spanish

Location: On site

The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.

Who we Are

A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:

• Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances

• Up to 4% matching 401(k)

• Employee Stock Purchase Plan (10% share discount)

• Tuition reimbursement

• Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date)

• Paid sick leave as determined by state or local ordinance, prorated based on start date

• Paid holidays (7 days per year, based on start date)

• Paid volunteer time (3 days per year, prorated based on start date)

OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.

In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.

At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.

Key Word Tags

Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

Insight Global is looking for Investment Counselors in Tampa, FL! Below is more information of what we're looking for in a candidate in the role:

***Relocation Available***

Desired Skills and Experience:

• Experience client facing advising/relationship building within financial services, wealth management, banking, or insurance industries
• Bachelor's degree

Nice to Have Skills and Experience:

• Series 65 (client will assist in obtaining upon starting)
• Any other Series certifications

Day-to-Day

Insight Global is looking for multiple Investment Counselors to join their clients team. As an Investment Counselor, you are the voice to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, our client offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.

***Compensation: $85k-95k

Exact compensation may vary based on several factors, including skills, experience, and education.

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law