Information Technology Jobs in Mango, FL

Summary:

We are seeking a dedicated and detail-oriented Account Manager to join our Commercial Lines Department. This role plays a key part in supporting Sales Executives and Account Executives to ensure exceptional client service and retention. The ideal candidate will have experience in commercial insurance, a strong technical background, and a commitment to providing excellent customer support in a collaborative team environment.

Duties/Responsibilities:

• Collaborate with a diverse group of clients and colleagues to ensure high levels of customer satisfaction.
• Work closely with the Account Executive to manage an assigned book of accounts, focusing on client retention.
• Perform day-to-day servicing of assigned accounts, including processing audits, audit reconciliations, cancellations & reinstatements, policy change requests, auto ID card issuance, certificates of insurance, and evidence of property insurance.
• Assist in handling the renewal process, including preparing client proposals, invoicing, and premium finance agreements.
• Maintain accurate documentation of all client-related transactions and communications within M.E. Wilson’s agency and document management systems.
• Prepare client and carrier documents using Microsoft Word and Excel.
• Process on-line rating as needed.
• Ensure a high degree of accuracy and efficiency in agency management.
• Follow agency workflows and procedures to maintain operational consistency.
• Collect exposure information for new business and renewals as directed by the Account Executive.
• Work a regular, full-time schedule at M.E. Wilson facilities.
• Perform other duties as required to support the team and clients.

Required Skills/Abilities:

• Strong technical knowledge of commercial property and casualty insurance.
• Excellent verbal and written communication skills.
• Detail-oriented with strong organizational and time management skills.
• Proficiency in Microsoft Office Suite (Word, Excel) and the ability to learn new software systems.
• Ability to work effectively within a team and independently.

Education and Experience:

• Minimum of 1 year of experience in an insurance agency and/or working directly with clients.
• Strong understanding of insurance markets, policies, and products.

Certificates, Licenses, and Registrations:

• Florida Property & Casualty License (220 License) required or willingness to obtain within an agreed-upon timeframe.
• A 440 License may be accepted for non-remote positions with management approval.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.

Benefits & Perks

We value our employees and are committed to providing a comprehensive benefits package that supports your well-being and work-life balance, here’s what we offer:

Health & Wellness

• Medical, Dental, and Vision Insurance
• Employer-Sponsored Life Insurance
• Long-Term Disability & Employer Sponsored Short-Term

Financial Benefits

• 401(k) with Company Match

Work-Life Balance

• Generous Paid Time Off (Starts at 4 Weeks)

EEOC Statement:

M.E. Wilson is an equal employment opportunity firm and complies with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin, disability, military status, marital status, and any other category protected by law. We are committed to fostering an inclusive and diverse work environment where all employees have equal opportunities for growth and success.

Reports to:

CEO

Job Summary:

The Human Resources Director is responsible for developing and executing human resource strategy in support of the overall business plan and strategic direction of the organization, specifically in the areas of succession planning, talent management, change management, organizational and performance management, training and development, and compensation. The Human Resources Director provides strategic leadership by articulating HR needs and plans to the executive management team and the board of directors.

Supervisory Responsibilities:

• This position is directly responsible for Human Resource Generalist.

Duties/Responsibilities:

• Establish and implement HR efforts that effectively communicate and support the company’s mission and strategic vision.
• Develop HR plans and strategies to support the achievement of the overall business operations objectives.
• Function as a strategic business advisor to the executive/senior management of each business unit or specialty group regarding key organizational and management issues.
• Work with the company's executive management team to establish a sound plan of management succession that corresponds to the strategy and objectives of the company.
• Develop comprehensive strategic recruiting and retention plans to meet the human capital needs of strategic goals.
• Provide overall leadership and guidance to the HR function by overseeing talent acquisition, career development, succession planning, retention, training, leadership development, compensation and benefits globally.
• Support employee development plans and employee engagement initiatives.
• Lead and reinforce organizational culture and values initiatives.
• Develop and implement comprehensive compensation and benefits plans that are competitive and cost-effective.
• Ensure compliance with all applicable federal, state, and local labor laws and regulations; develop, implement, and enforce company HR policies and procedures.
• Monitor HR-related costs and adhere to the approved Human Resources budget.

Required Skills/Abilities:

• Excellent verbal and written communication skills.
• Excellent interpersonal and conflict resolution skills.
• Excellent organizational skills and attention to detail.
• Strong analytical and problem-solving skills.
• Strong supervisory and leadership skills.
• Thorough knowledge of employment-related laws and regulations.
• Knowledge of and experience with varied human resource information systems.
• Proficient with Microsoft Office Suite or related software.

Education and Experience:

• A BS/BA degree from an accredited college/university; MBA or MA/MS in human resources or related field preferred.
• A minimum of 10+ years of HR experience, with at least five years of executive HR experience.
• SHRM Senior Certified Professional (SHRM-SCP) or SHRM Certified Professional (SHRM-CP) certification preferred.

The Director of Underwriting – Casualty is responsible for EIM’s casualty underwriting function, overseeing portfolio performance, underwriting discipline, and product execution. This role partners closely with The CUO and Director of Product and UW Strategy, members, brokers, and the UW team to provide sustainable solutions, growth and stability for the members while maintaining alignment with EIM’s mutual insurance model. Underwriters and Underwriting Assistants will report to the Directors of Underwriting.

Key Responsibilities

• Oversee and manage underwriting team, ensuring consistent standards and high-quality execution
• Approve account strategies, pricing, and coverage within authority levels
• Collaborate with the Director of Product Strategy to carry out projects, approvals, and handle various underwriting matters
• Underwrite and manage assigned accounts.
• Embrace the mutual insurance concept and help champion the advantages of mutuality to all stakeholders
• Represent EIM in member meetings, renewals, and industry events - travel approximately 30–40%
• Provide underwriting insights and reporting to support board and executive decision-making
• Provide a concise overview of the account and assumptions made in the preliminary analysis. Make a recommendation for pricing and coverage with the ability to Bind company within authority level.
• Knowledge of insurance markets, especially EIM’s underlying markets and competitors.
• Updates rating models and Underwriting procedures in conjunction with the Vice President- Chief Underwriting Officer and Director of Product Strategy
• Help prepare various reports and information for the Board books
• Other duties as directed by the Vice President- Chief Underwriting Officer

Qualifications

• 10+ years of casualty underwriting experience, including leadership responsibility
• Deep expertise in General Liability underwriting. Experience in a multi-line environment and with large, complex accounts.
• Demonstrated success leading teams and managerial experience
• Strong business acumen, judgment, and executive-level communication skills
• Bachelor’s degree or equivalent experience; professional designations (CPCU, ARM, RPLU) preferred
• Strong analytical and problem solving skills
• Strong oral/written communication, interpersonal and customer service skills are essential

EIM is partnering with The Regent Group, a retained insurance executive search firm, to support this search.

The Director of Workforce Planning reports directly to the CPO and is responsible for leading strategic workforce planning initiatives that align hiring strategies with organizational growth objectives. This role partners closely with executive leadership, talent acquisition, HR business partners, finance, procurement, and operations to forecast workforce needs, develop hiring capacity models, optimize recruiting resource allocation, and ensure proactive talent readiness for both permanent and contingent workforce demands.

Essential Functions:

• Lead enterprise workforce planning cycles, including quarterly and annual workforce forecasting.
• Partner closely with operations, talent acquisition, and finance to translate contractual and client demands into clear staffing, budget, and operational decisions.
• Forecast short- and long-term talent needs based on business growth and contract awards.
• Identify critical skill gaps and partner with HR to create mitigation plans, including reskilling, upskilling, and succession planning.
• Utilize workforce analytics, labor market trends, and predictive modeling to inform staffing strategies.
• Provide actionable insights and dashboards to senior leadership for decision-making.
• Monitor and report on workforce metrics, including headcount, attrition, and capacity planning.
• Ensure workforce planning practices comply with federal regulations, security clearance requirements, and defense industry standards.
• Partner closely with business leaders and talent acquisition to develop contingency plans for workforce disruptions and critical skill shortages.
• Drive adoption of workforce planning tools and systems to enhance forecasting accuracy and efficiency.
• Continuously improve processes to support agile workforce planning in a dynamic defense environment.
• Evolve WFM tools, processes, and planning cadences, driving improvements in forecast accuracy, model quality, and reporting standards
• Build strong cross-functional relationships and act as a trusted partner who brings clarity, insight, and strategic thinking to complex operational problems
• Develop hiring demand forecasts, scenario modeling, and capacity planning frameworks.
• Identify gaps in internal recruiting capacity and recommend solutions including contracting or external agency utilization.
• Lead strategy in selection and governance of external staffing agencies and contract recruiting partners as needed.
• Evaluate agency performance metrics and ensure compliance with contracting requirements.
• Establish preferred vendor frameworks and agency engagement models.
• Support system enhancements and reporting improvements within ATS, HRIS platforms, and other systems as they relate to workforce planning.
• Perform other duties as required.
• Regular and reliable attendance on a full time basis [or in accordance with posted schedule].
• Responsible for exhibiting professional behavior with both internal and external business associates that reflects positively on the company and is consistent with the company's policies and practices.
• Embodies AEVEX’s cultural values and aligns daily actions with department goals and company culture.

Qualifications and Competencies:

• Security Clearance- Ability to obtain/maintain a Secret DoD clearance, U.S. Citizenship required.
• Strong analytical and data visualization skills (Excel, Power BI, Tableau, or similar tools).
• Strong communication skills with ability to present insights to senior leadership.
• Knowledge of ATS platforms (experience with Greenhouse highly preferred).
• Advanced analytics or modeling experience.
• Proven ability to design workforce capacity models and agency utilization strategies
• Advanced proficiency in Excel, workforce analytics tools, and ATS/HRIS reporting systems
• Demonstrated ability to influence senior stakeholders through data-driven insights
• Directs and provides expert knowledge in the strategic function of the department.
• Develops short and long-term people and organizational strategy in alignment with AEVEX goals and direction.
• Leads with impact & influence. Establishes credibility, effectively persuades and develops others, and achieves important objectives collaboratively.
• Identifies, recruits, and retains top-notch talent.
• Champions AEVEX’s culture and empowers employees to take responsibility for their jobs and goals.
• Sets performance standards and encourages employee engagement and results through delegation, continuous feedback, goal setting, and performance management.
• Maintains transparent communication. Appropriately communicates organization information through department meetings, one-on-one meetings, and appropriate email, and regular interpersonal communication.

Education / Certifications:

• Bachelor’s degree in Human Resources, Business, Finance, Analytics, or related field.

Experience:

• 10+ years of experience in Talent Acquisition, Workforce Planning, Recruiting Operations, or HR Analytics.
• Experience building capacity models and hiring forecasts.
• Experience working cross-functionally with HR/TA, Finance, operations, and business leaders.
• Experience in high-growth or large-scale hiring environments.
• Experience in workforce management software or capacity planning tools.
• Demonstrated experience negotiating staffing agency agreements and vendor contracts
• Strong experience partnering with external recruiting agencies and contingent workforce vendors
• Experience supporting both permanent and contingent workforce planning at scale preferred
• Experience working closely with Procurement and Legal on vendor governance preferred

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties the employee is: Physical Requirements Constantly required to sit, and to reach to use computers and other office equipment Note: For the purpose of this summary, occasionally is used to represent up to 1/3 of the time given to the work day, frequently represents 1/3 to 2/3 of the time and constantly represents 2/3 or more of the time.

About AEVEX

AEVEX, headquartered in Solana Beach, California, supports the U.S. national security mission and partner nation needs around the world by providing full-spectrum aviation, remote sensing, and analysis solutions. The company's capabilities include custom design and engineering; rapid prototyping; sensor integration and sustainment; aircraft modification and certification; flight test instrumentation and support; mission operations service; advanced intelligence data processing, exploitation, and dissemination solutions; and tailored hardware and software mission-system tools. AEVEX uses agile and customized approaches to rapidly define, develop, and deliver specialized solutions for airborne special mission needs for the U.S. Government, partner nations, and commercial businesses. AEVEX has major offices in California, Florida, North Carolina, Ohio, and Virginia.

AEVEX provides a full suite of comprehensive benefits, including a 401(k)-retirement plan, comprehensive Medical, Dental, Vision, Disability and Life insurance group coverage with a portion of the premiums paid by the company, professional development funds, and an Employee Assistance Plan (EAP) with counseling, legal help, child and elder care support, among other benefits for qualified employees.

Equal Employment Opportunity:

AEVEX is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state and local laws.

We are seeking a detail-oriented and organized Senior Payroll Specialist to join our team. The Senior Payroll Specialist will be responsible for managing complex end-to-end payroll processing, maintaining payroll records, and ensuring compliance with applicable laws and regulations. In addition to supporting the Director - Payroll and Benefits with daily duties including, but not limited to, analyses, tax preparation/investigations, corporate communication, and reporting. This role is key in supporting HR and accounting functions by maintaining data integrity and providing excellent service to employees.

Key Responsibilities:

• Complies with federal, state, and local legal requirements
• Reviews and analyzes current payroll and payroll related benefits and tax procedures
• Resolves payroll issues and communicates/explains the resolution in-person or via phone/e-mail to affected individuals
• Identifies areas of opportunity to improve existing processes, functionality, and improve data integrity and efficiency
• Audit pertinent payroll information to ensure accurate processing or discrepancies
• Process payroll on a weekly basis
• Collect, verify, and enter payroll data including hours worked, bonuses, and deductions.
• Prepare and distribute paychecks or direct deposit statements.
• Respond to employee inquiries regarding payroll issues or concerns.
• Maintain accurate payroll records and employee files.
• Coordinate with HR and accounting departments to ensure payroll changes (e.g., new hires, terminations, raises) are accurately reflected.
• Prepare reports for management, audits, and year-end tax reporting (W-2s, 1099s, etc.).

Qualifications:

• High school diploma or equivalent (Associate’s or Bachelor’s degree in Accounting, Business Administration, or related field preferred).
• 5+ years of experience in payroll or related administrative function.
• Proficiency with payroll software and MS Office (especially Excel).
• Strong working knowledge of payroll wage and hour laws, tax regulations, and payroll operations
• Strong attention to detail and organizational skills.
• Excellent communication and problem-solving skills.
• Ability to handle sensitive information with confidentiality.

Preferred Qualifications:

• Experience with Isolved or Employdrive
• CPP (Certified Payroll Professional) or FPC (Fundamental Payroll Certification) is a plus.

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 Sr. Credit Analyst to support our Credit Operations team. This remote position will be responsible for supporting lending efforts by underwriting new and renewed loans in accordance with company credit policy and sound credit practices. Works with various loan types to include corporate, commercial, industrial, and commercial real estate transactions. Participates in the underwriting of small business banking transactions with a varying level of complexity. Completes annual reviews, performs financial statement analysis, and completes debt service calculations as directed.

Join us in this exciting start-up experience and take your career to a level unattainable in a traditional bank environment. We are primarily looking for candidates in FL, GA, AL, SC and NC but are open to considering other States on a case by case basis. Please send a resume to apply.

Primary Functions:

• Spread financials for potential and existing loans.
• Analyze existing and potential loans.
• Create comprehensive loan approval packages and identify any policy exceptions.
• Present recommendations to senior management and credit committees.
• Perform required monitoring of existing loan portfolio performance.
• Maintain various loan related databases.
• Utilize Power BI to create loan reports.

Secondary functions:

• Assist in the due diligence process for audits and exams.
• Manage the loan approval templates.
• Monitor the consumer loan automatic approval application.
• Ad Hoc project requests from management.
• Adopt and practice a commitment to social, economic, environmental, and racial justice.
• 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.

Specific Requirements:

• Bachelor's Degree required, preferably in Finance.
• Spreading software experience preferred.
• Prior banking experience preferred.
• Ability to complete assignments with little oversight and supervision.
• Strong accounting and math skills.
• Ability to deal with routine changes often.
• Ability to deal effectively and tactfully with customers, employees, and Bank management.
• Good organizational and communications skills.
• Ability to work in a fast-paced environment.
• Must have excellent computer skills including extensive use of Windows and 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 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 lending team as an SBA Lender and take your career to a level unattainable in a traditional bank environment! The SBA Lender is responsible for meeting and exceeding budgeted deposit, fee income, and SBA lending goals. You will originate SBA 7 (a), SBA Express and 504 loan opportunities in your market footprint and own the loan process through the entire lifecycle of the loan.

The SBA Lender position is a hybrid position that, while primarily performed remotely, requires a presence in our markets to effectively perform deposit and cross-selling duties. Candidates must be local to one of our main markets (Orlando, Tampa Bay Area, Jacksonville) to be considered. Please send a resume to apply.

Job Responsibilities

• Develop and structure loan opportunities for Small Business Administration (SBA) eligible small and medium sized businesses.
• Review customer financials and manage according to SBA guidelines.
• Structure SBA loan proposals, complete initial underwriting, and prepare credit package in compliance with all applicable regulations and SBA Standard Operating Procedure guidelines.
• Determine applicant eligibility, gather, and assimilate information, create SBA specific Credit Memo and provide supporting documentation.
• Assist with loan package submissions to Underwriting and SBA, follow up with clients on any additional items requested during processing.
• Assist loan closing with processor, attorney, and client.
• Partner with bank officers to market other banking products and services, as applicable.
• Prepare periodic reports for management as needed.
• Perform all other general support and special projects requests as assigned.

Specific Requirements:

• Bachelor's degree in business finance or related field preferred.
• Documented background in banking/financial institution's government guaranteed lending program.
• 3+ years of SBA lending experience.
• Working knowledge of all government guaranteed lending products including SBA 7(a), SBA Express, SBA Small Loan, SBA 504, and USDA.
• Excellent written, communication, presentation, analytical and organizational skills.
• Effectively partner and communicate with internal departments, and customers.

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.