Vice President, Client Experience Officer

2 weeks ago

Boca Raton, United States Newtek One Full time
Job DescriptionJob Description

NewtekOne®, Your Business Solutions Company®, is a financial holding company, which along with its bank and non-bank consolidated subsidiaries, provides a wide range of business and financial solutions under the Newtek® brand to the small- and medium-sized business ("SMB") market. Since 1999, Newtek has provided state-of-the-art, cost-efficient products and services and efficient business strategies to SMB relationships across all 50 states to help them grow their sales, control their expenses, and reduce their risk.

Newtek's and its subsidiaries' business and financial solutions include: banking (Newtek Bank, N.A.), Business Lending, Electronic Payment Processing, Technology Solutions (Cloud Computing, Data Backup, Storage and Retrieval, IT Consulting), eCommerce, Accounts Receivable Financing & Inventory Financing, Insurance Solutions, Web Services, and Payroll and Benefits Solutions.

Small Business Lending LLC is looking for a Vice President, Client Experience Officer.

The role of the Vice President, Client Experience Officer, will be to exclusively focus on all Newtek One borrower portfolios including but not limited to NSBF, SBL, Holdco6, Newtek Bank, N.A. The focus on these portfolios will allow the Vice President to identify change in risk of the borrower/s as well as identifying opportunities to assist the borrower with any future business needs.

Essential Functions & Responsibilities:

• Responsible for contacting all borrowers in the portfolios (primarily performing borrowers with a loan balance of greater than $1MM). Contact to be made quarterly.
• Reviewing the state of the business with the borrower in a consultative manner while documenting each call in the servicing portal (New Tracker)
• Ensuring that all clients will be introduced to the Newtek Advantage with the potential to gain a depository relationship as well as other services.
• Important focus will be placed on insurance policy protection and renewals for all clients (Using the forced placed insurance guide and portfolio of policies we have aggregated).
• Requesting from all clients updated financial statements in conjunction with servicing manager rules and regulations.
• Creation of new RID's for all client encounters that lead to new opportunities along all verticals.

Knowledge, Skills & Abilities:

Minimum of 5 years of experience in a Lending Operations environment, preferably in a Portfolio Servicing role
Excellent Customer Service and Sales skills
Good understanding of all company products
Ability to read and understand business financial statements
Proficient in Microsoft Office.
Attention to detail.
Ability to multi-task.

Education & Certification Requirements:

College degree preferred in Business/Finance

Salary Range: $60,000.00 to $90,000.00

NewtekOne is an Equal Opportunity Employer; M/F/D/V. We require all of our employees to perform work in an ethical manner and uphold our Code of Business Conduct and Ethics at all times.

  • Vice President of Investments

    2 weeks ago

    Boca Raton, United States TMGOC Ventures Full time

    Vice President of Investments, TMGOC VenturesLocation:  In-person in TMGOC’s Boca Raton, FL or Charleston, SC officeStart Date:  Immediate TMGOC Ventures is seeking a Vice President of Investments to join the team in its Boca Raton or Charleston office.  This position involves responsibilities for both originating and evaluating new investments and...

  • Vice President of Investments

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    Boca Raton, United States TMGOC Ventures Full time

    Vice President of Investments, TMGOC VenturesLocation:  In-person in TMGOC’s Boca Raton, FL or Charleston, SC officeStart Date:  Immediate TMGOC Ventures is seeking a Vice President of Investments to join the team in its Boca Raton or Charleston office.  This position involves responsibilities for both originating and evaluating new investments and...

  • Regional Vice President of Sales

    7 days ago

    Boca Raton, United States ttg Talent Solutions, Inc Full time

    Regional Vice President of Sales (Growth)- Healthcare Sales Must be based in South Florida Region- Florida, Texas, and South Carolina Value-based Healthcare Company Healthcare Management for the MSO/ACO/Managed Care Industry Reports: to the Chief Growth Officer **The ideal candidate has at least 10 + years of experience in HEALTHCARE, specifically with an...

  • Regional Vice President of Sales

    6 days ago

    Boca Raton, United States CareerBuilder Full time

    Regional Vice President of Sales (Growth)- Healthcare Sales Must be based in South Florida Region- Florida, Texas, and South Carolina Value-based Healthcare Company Healthcare Management for the MSO/ACO/Managed Care Industry Reports: to the Chief Growth Officer **The ideal candidate has at least 10 + years of experience in HEALTHCARE, specifically with an...

  • Chief Advancement Officer

    Found in: beBee jobs US - 2 weeks ago

    Boca Raton, Florida, United States Saint Andrew's School Full time

    Saint Andrew's School in Boca Raton, FL, has engaged DovetailED to lead a search for a Chief Advancement Officer and Campaign Director beginning in the spring of 2024. Interested candidates should review the opportunity statement and submit a cover letter, resume, and list of references with contact information as a single PDF document to DovetailED...

  • Account Manager

    6 days ago

    Boca Raton, United States Private Hiring Company Full time

    Job DescriptionJob DescriptionJOB TITLE: ACCOUNT MANAGERSTATUS: FULL TIMEDEPARTMENT: CREATIVEPOSITION SUMMARY:Account Manager will be the liaison between the Agency and Client Partner. The Account Manager manages all creative project deadlines along with placement of all ads in various publications, submission of all print work to various vendors and...

  • Pricing Manager

    3 days ago

    Boca Raton, United States Cost-U-Less Full time

    The Pricing Manager, internally referred to as Pricing and Business Analytics Manager, is accountable for researching, analyzing and providing best advice to support and develop short range and medium-range food and general merchandise business strategies, with a particular focus on Pricing & Promotions. The role monitors competitive price indexes for each...

  • VP of Tax

    6 days ago

    Boca Raton, United States Aligned Solutions Full time

    Job DescriptionJob DescriptionWe are seeking a highly experienced and strategic Vice President of Tax to lead our tax department and ensure compliance with all tax regulations while identifying opportunities for tax optimization and efficiency. The ideal candidate will have extensive knowledge and expertise in income tax, motor fuel tax, sales tax, property...

  • Cost Accountant

    2 weeks ago

    Boca Raton, United States Envision Staffing Solutions Full time

    Job DescriptionJob DescriptionThe Company is a U.S.-based service provider specializing in commercial construction and roofing projects for domestic and international clients. The Cost Accountant will supervise daily operations concerning project activities, such as invoicing and reconciling budgeted costs, detecting discrepancies, and collaborating with the...

  • VP Finance CONFIDENTIAL

    Found in: beBee S US - 2 weeks ago

    Boca Raton, United States Aligned Solutions Full time

    Aligned Solutions is seeking an experienced and dynamic Vice President of Finance for a well respected company in West Palm Beach, FL. This position requires on-site work. This role requires a seasoned professional with extensive experience in financial management, strategic planning, and leadership.Key Responsibilities:1\. Financial Strategy and Planning:\-...

  • VP Finance CONFIDENTIAL

    Found in: beBee jobs US - 1 week ago

    Boca Raton, Florida, United States Aligned Solutions Full time

    Aligned Solutions is seeking an experienced and dynamic Vice President of Finance for a well respected company in West Palm Beach, FL. This position requires on-site work. This role requires a seasoned professional with extensive experience in financial management, strategic planning, and leadership.Key Responsibilities:1\. Financial Strategy and Planning:\-...

  • Front Desk/Client Services Representative

    6 days ago

    Boca Raton, United States Therapeutic Oasis Full time

    Job DescriptionJob DescriptionSalary: $16-$19 per hourFront Desk / Client Services RepresentativePart-time position in Boca Raton (18-30 hrs/wk)We are seeking a compassionate, outgoing individual for the Front Desk/Client Service Representative position at our therapy office located in Boca Raton.   The Front Desk/Client Service Rep is responsible for...

  • Front Desk/Client Services Representative

    6 days ago

    Boca Raton, United States Therapeutic Oasis Full time

    Job DescriptionJob DescriptionSalary: $16-$19 per hourFront Desk / Client Services RepresentativePart-time position in Boca Raton (18-30 hrs/wk)We are seeking a compassionate, outgoing individual for the Front Desk/Client Service Representative position at our therapy office located in Boca Raton.   The Front Desk/Client Service Rep is responsible for...

  • Project Cost Accountant

    6 days ago

    Boca Raton, United States BBMK Contracting LLC Full time

    Project Cost Accountant - Private Sector – BlueTeam ***This position is onsite in Boca Raton, FL*** We are… BlueTeam is a U.S. based service provider specializing in commercial restoration, construction and roofing — both domestic and international — and our clients are the world’s premier commercial portfolio owners and operators. We are a turnkey...

  • Full-Time Front Desk/Client Services Representative

    6 days ago

    Boca Raton, United States Therapeutic Oasis Full time

    Job DescriptionJob DescriptionSalary: $16-$19 per hourWe are seeking a compassionate, outgoing individual for the Front Desk/Client Service Representative position at our therapy office located in Boca Raton.   The Front Desk/Client Service Representative is responsible for welcoming Clients into our office with warmth and compassion and facilitating the...

  • Full-Time Front Desk/Client Services Representative

    2 weeks ago

    Boca Raton, United States Therapeutic Oasis Full time

    Job DescriptionJob DescriptionSalary: $16-$19 per hourWe are seeking a compassionate, outgoing individual for the Front Desk/Client Service Representative position at our therapy office located in Boca Raton.   The Front Desk/Client Service Representative is responsible for welcoming Clients into our office with warmth and compassion and facilitating the...

  • Client Services Specialist

    7 days ago

    Boca Raton, United States Blue Team LLC Full time

    Client Services Specialist - Private Sector - BlueTeam***This position is onsite in Boca Raton, FL***We are...BlueTeam is a U.S. based service provider specializing in commercial restoration, construction and roofing - both domestic and international - and our clients are the world's premier commercial portfolio owners and operators.We are a turnkey provider...

  • Project Cost Accountant

    7 days ago

    Boca Raton, United States BlueTeam Full time

    Job DescriptionJob DescriptionProject Cost Accountant - Private Sector – BlueTeam***This position is onsite in Boca Raton, FL***We are…BlueTeam is a U.S. based service provider specializing in commercial restoration, construction and roofing — both domestic and international — and our clients are the world’s premier commercial portfolio owners and...

  • Senior Project Cost Accountant

    Found in: beBee jobs US - 2 weeks ago

    Boca Raton, Florida, United States BlueTeam Full time

    Senior Project Cost Accountant - Private Sector – BlueTeam***This position is onsite in Boca Raton, FL***We are...BlueTeam is a U.S. based service provider specializing in commercial restoration, construction and roofing — both domestic and international — and our clients are the world's premier commercial portfolio owners and operators.We are a...

  • Project Cost Accountant

    7 days ago

    Boca Raton, United States Blue Team LLC Full time

    Project Cost Accountant - Private Sector - BlueTeam ***This position is onsite in Boca Raton, FL*** We are... BlueTeam is a U.S. based service provider specializing in commercial restoration, construction and roofing - both domestic and international - and our clients are the world's premier commercial portfolio owners and operators. We are a turnkey...