Vice President, Client Experience Officer

2 weeks ago


Boca Raton, United States NewtekOne Full time

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.



  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • Boca Raton, United States Florida Atlantic University Full time

    For more information on everything FAU has to offer, please visit Position Summary: Florida Atlantic University is seeking an Assistant Director, Client Computing - Boca Raton, FL. Summary of Responsibilities include: - Assists the Director or Associate Director of the designated area and acts on their behalf when necessary. - Sets the strategic vision...

  • Account Manager

    3 weeks 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 weeks 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...

  • Client Associate

    6 days ago


    Boca Raton, United States UBS Full time

    Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right documentation for...

  • Cost Accountant

    6 days 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...

  • Cost Accountant

    4 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...

  • Executive Recruiter

    1 week ago


    Boca Raton, United States DEFENDERS Full time

    Company Overview: ADT has been in the business of helping save lives since 1874. As the #1 smart home security provider in the U.S., we help protect and connect families, businesses and larger commercial customer every day. Our continuous innovation, advanced technology and strategic partnerships deliver products and services that help protect life and...

  • Executive Recruiter

    2 weeks ago


    Boca Raton, United States ADT Full time

    Job Description As the Executive Recruiter, you will serve as a strategic partner for Vice President and above hiring leaders across all business functions to identify external candidates, design recruiting solutions, and ensure top talent is matched to open executive roles. Reporting the VP of Talent Acquisition, the Executive Recruiter will lead full-cycle...


  • 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:\-...


  • Boca Raton, United States BBMK Contracting LLC 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...


  • Boca Raton, United States Ameriprise Financial, Inc. Full time

    Provide general reception and office support, accountable for general office responsibilities including support to the Branch Manager and Operations Leader. Process invoices and expense reports, order supplies, prepare reports, provide administrative Client Service, Coordinator, Service, Asset Manager, Financial Planning, Operations, Retail


  • Boca Raton, United States Ameriprise Financial Full time

    Provide general reception and office support, accountable for general office responsibilities including support to the Branch Manager and Operations Leader. Process invoices and expense reports, order supplies, prepare reports, provide administrative Client Service, Coordinator, Service, Asset Manager, Financial Planning, Operations, Retail


  • Boca Raton, United States Therapeutic Oasis Full time

    Front Desk / Client Services Representative Part-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 welcoming Clients into our office with warmth and...


  • 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...


  • Boca Raton, United States Cetera Financial Group Full time

    At Cetera, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. Our corporate team is the backbone of our operations, providing support in various areas such as legal, finance, and HR. Cetera Financial Group is currently seeking an Executive Assistant...