Banking And Financial Services Jobs in Fl

The Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.

Job Responsibilities:

• Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative.
• Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.
• Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.
• Performs more moderately complex special projects, and additional duties and responsibilities as required.
• Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
• Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial goals and objectives, leveraging phone, and in-person appointments.
• Engage in discovery-based conversations and provide customized financial advice by referring to Financial Consultants.

Job Requirements:

• Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
• Minimum experience required: 4 5 years customer service and sales experience, (including in the financial Services industry).
• Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
• Ability to train and mentor others, including products and platform procedures.
• Life and Health Insurance Licenses (required within the first 90 days in role. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
• FINRA Security Industry Essentials (SIE) (required within 90 days of passing the Life and Health Insurance exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
• FINRA License Series 6 (required within 90 days of passing Security Industry Essentials exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
• FINRA License Series 63 or Series 66 (required within 90 days of passing the Series 6 exam).
• Experience in financial services industry, preferred.
• Experience with using and demonstrating digital products and self-service technologies, preferred.

Flagstar is an Equal Opportunity Employer

Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program.

We are changing FINANCE to finance CHANGE!

At Climate First Bank, we're redefining what banking can be. As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services-including solar, residential, commercial, and SBA loans-all designed to power a better future.

With branches in St. Petersburg, Winter Park, Mount Dora, and a growing digital presence, we're proving that banking can be a force for good. We don't just support environmental and social causes-we're built on them.

Join the Movement

We're looking for driven, mission-aligned individuals ready to make an impact. Our team is made up of goal-setters, go-getters, and changemakers. We celebrate wins, tackle challenges head-on, and push the boundaries of what banking can do.

If you're passionate about sustainability, fueled by purpose and excellence and thrive in a fast-paced and results-driven environment, this is your place.

Thrive at Climate First Bank

At Climate First Bank, we're not just building a better future for the planet - we're also investing in yours. We offer a comprehensive, people-first compensation and benefits package that supports your health, finances, and work-life balance.

Compensation - In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. To determine the specific salary offered for this role, we consider industry salary ranges, existing salary structures for this job family, background, skill and experience. The total compensation package will be determined based on factors such as position level, experience and other job-related factors.

Health Coverage - 100% Paid by Us (employee coverage, employer contribution towards dependents); includes medical, dental, vision and Telemedicine.

Financial Wellness & Wealth Building - we invest in your future withour 401(k) with a 6% Employer Match and no Vesting Period and Employee Stock Options.

Exclusive Employee Banking Perks - take advantage of our employee only products like our interest-earning checking account, 0% Financing for Employee Solar Loans and Eligible Electric Vehicles (EVs) or our Employee Mortgage Product.

Generous Paid Time Off - rest, recharge and do good with a minimum of 2 weeks paid vacation plus sick time, paid holidays and paid time off for volunteering.

Protection & Peace of Mind - we help you prepare for whatever life throws at you with our company paid Life Insurance, Short- & Long-Term Disability Insurance, Voluntary Life, Accident & Critical Illness Coverage and our Employee Assistance Program (EAP)with free counseling, legal, and financial services.

What to expect from the hiring process:

* Our process follows the Topgrading Methodology - we hire A-Players, follow an in-depth structured process and prioritize transparency and honesty.

* We check credit and background upfront - as a financial institution, mitigating risk is at the center of everything we do. In accordance with all applicable laws and regulations, we conduct credit and background checks as the first step of the hiring process.

* You will learn a lot more about us! Through 3 conversation stages, you will meet key players in the process and have an opportunity to truly get to know us. We welcome questions and transparent dialogue!

* We want to get to know you! You will complete cognitive and personality assessments, as well as an in-depth application spanning your full education and work history - a process designed to help us understand the whole you, not just snapshots in time.

* As the last step in the process, we will ask you to connect us to former mentors and managers for a brief chat.

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.

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.

Under general direction, uses extensive knowledge and skills obtained through education and experience to conduct comprehensive audits, including Sarbanes Oxley and operational audits, and develop risk profiles of assigned processes within a functional area for Raymond James Bank. Leads the work of others to conduct audits with smaller scope and complexity. Participates in large or multiple audit projects with significant scope and impact. Works independently on difficult assignments that are broad in nature and that require originality and ingenuity with appreciable latitude for unreviewed actions or decisions. Recommends process improvements for internal audit processes and procedures in order to improve internal controls. Results are evaluated at agreed upon milestones for effectiveness in achieving specified results. Maintains extensive contact with internal customers and management to identify, research, analyze and resolve complex issues.

Responsibilities:

• Drive ongoing audit coverage of assigned functional audit area by developing audit programs.
• Propose audit objectives, scope, procedures and internal control reviews to ensure compliance with policies and procedures.
• Participate in audit engagements from the planning stages to the reporting stages.
• Produce quality deliverables in accordance with both department and professional standards.
• Partner with colleagues and stakeholders to evaluate, test and report on the adequacy and effectiveness of management controls.
• Finalize audit findings and provide an overall report on the control environment.
• Communicate audit findings to management and identify opportunities for improvement of the design and effectiveness of key controls.
• Build and maintain key relationships with stakeholders to establish a culture of engagement while adding value.
• Implement and execute an effective program of continuous monitoring for assigned audit areas.
• Monitor key metrics to identify control issues and adverse trends.
• Stay current with evolving industry and regulatory changes that impact the business.
• Performs other duties and responsibilities as assigned.

Knowledge of:

• Fundamental concepts, practices and procedures of auditing and risk assessment.
• Fundamental concepts of financial markets and products.
• Fundamental concepts of finance and accounting.
• Operational risks and related controls of regulations.

Skill in:

• Sharing information, supporting colleagues and encouraging participation.
• Assessing the probability and impact of an internal control weakness.
• Planning, organizing and conducting audits.
• Identifying key business processes.
• Identifying and documenting risk management issues.
• Testing key controls within business processes.
• Preparing written reports and delivering oral presentations.

Ability to:

• Build strong relationships with stakeholders, learn quickly, be flexible and think strategically.
• Multi task, complete projects on time and within a budget, and adapt to changing priorities.
• Demonstrate enthusiasm, self-motivation, and effectiveness under pressure.

Education/Previous Experience:

• Bachelor's Degree in Business Administration, Finance, or Accounting and a minimum of three (3) years of experience in the financial services/banking industry.
• OR ~
• Any equivalent combination of education, experience and/or training approved by Human Resources.

Licenses/Certifications:

• CIA or CPA Certification(s) preferred.

Education:

Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance

Work Experience:

General Experience - 3 to 6 years

Certifications:

Travel:

Less than 25%

Workstyle:

Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm

At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.

The investment counselor principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area. Citi private bank's objective is to further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the us.

responsibilities:

• Investment counselors joining Citi private bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients. They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas. Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi private bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships. Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners.
• leverage existing client relationships, local network and investment experience to introduce new ultra-high net worth clients to Citi private bank.
• build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions.
• combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.
• work across currencies, asset classes, markets and jurisdictions
• engage and advise clients on brokerage activity and execute trades seamlessly.
• appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

qualifications:

• 15+ years of experience
• extensive experience in providing investment advice and solutions.
• cfa, mba degree or other advanced degree a plus.
• requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas.
• us only: s7, s66 (or 63 & 65) & s31; note: securities industry exam (sie is a prerequisite to the s7)

education:

• bachelor's/university degree, master's degree preferred

An investment services firm in Florida is currently seeking an experienced Finance professional to join their team in Miami as their newVP
- Financial Reporting.

Responsibilities: The VP
- Financial Reporting will: Manage the overall financial reporting process Perform reviews of financial statements, and review the work of others supporting the overall reporting process Research technical developments related to accounting pronouncements Provide accounting guidance for new products Assist in the review of SEC reports (10-Q and 10-K)along with consolidation analyses and segment reporting Work with auditors regarding approach, documentation, support and processes for quarterly reporting and the year-end audits Motivate teams to produce quality materials within tight timeframes and simultaneously manage several projects Facilitate and coordinate multiple deadlines, create cohesive teams, and respond quickly to management requests Perform other duties, as needed Qualifications: 4+ years of related Finance experience Bachelor's Degree in Finance CPA or parts passed Big 4 Public Accounting Audit background SOX and Internal Controls experience Experience in a Fund of Hedge Fund and/or Hedge Fund role setting Great interpersonal skills Excellent communication skills wwritten and verbal) Strong attention to detail Highly organized

Overview: As a Level 1 Trauma Center, this position is responsible to perform all registration functions, including the creation or confirmation of a medical record and account number.

This position expedites and provides healthcare access through the accurate gathering of demographic, sponsorship, or guardian data, insurance, financial, and statistical information from a variety of sources, i.e.

patients, patient's families, physicians, physician office staff, county and/or government agencies.

This position is responsible to process patient/observation admissions for hospital emergency departments.

This position ensures reimbursement for services being rendered through electronic verification of insurance eligibility/benefits, obtaining insurance authorization within a required time frame, identification, and collection of patient financial obligation.

This position will use third-party payer resources, such as websites, to verify eligibility, gain authorizations and check the financial obligation of the patient.

Takes an active role in decreasing account receivables by following established guidelines, regulations, and policies during the registration process to increase the facilitys first pass yield percentage and decrease account denials.

Contributes to the facility point of service by creating estimates and collecting any monies due at the time service is rendered.

This position is responsible for obtaining the necessary regulatory signatures for consent for treatment, financial responsibility agreements, and HIPAA requirements.

Consults and communicates with other hospital departments as required to maintain efficient patient care.

This position is responsible to use the Passage point system to screen visitors & create security badges.

This position will work scheduled weekend shifts on a rotating basis in addition to regularly scheduled shifts.

Qualifications: Minimum Education and Experience Requirements: High school diploma or equivalent.

One (1) year of clerical experience in a patient or public contact setting OR six months experience in a health-related business office or third-party payor group.

College-level work and a working knowledge of medical and insurance industry terminology are preferred.

Demonstrated work experience that required performing multiple tasks simultaneously, recognizing and adjusting to changing priorities, making timely decisions with good judgment, and working independently of direct supervision.

Proficiency in applications as well as demonstrated ability to work with multiple computer systems is preferred.

Demonstrate exceptional verbal analytical and written communication skills.

Must be adaptable, tactful, and able to work well under pressure.

Must demonstrate an understanding of the first impression position and the need for appropriate dress, attitude, and concern associated with the position.

Ability to work scheduled weekend shifts on a rotating basis in addition to regularly scheduled shifts.

Motor Vehicle Operator Designation: Will operate vehicles for an assigned business purpose as a 'non-frequent driver' NOTE: A frequent driver is defined as one who uses his/her personal or Shands automobile a) at least once daily, b) at least five individual trips per week or c) drives, on average, over 150 miles per week in the performance of his/her job.

Licensure/Certification/Registration: None