Account Manager Senior

EverBank; Jacksonville (FL); On-site; USD 68,000 - 92,000; Full time

Benefits offered by this job

401(k) savings

Paid holidays

Generous PTO

Tuition reimbursement

Commuter Benefits

Life and Disability Insurance

Job summary

EverBank Financial Corp. is seeking a Senior Account Manager to coordinate projects and processes for a range of commercial banking products. You will work independently with limited supervision, manage projects and prospects, and optimize data input and error identification within the commercial loan management system.

The role emphasizes accuracy, reconciliation, and client statement preparation, with opportunities to coach team members and improve data workflows across loan products.

Qualifications

• 3+ years of experience in commercial banking operations, loan servicing, or commercial account management.
• Experience reviewing and validating loan documentation and data entry.
• Strong reconciliation and problem-solving skills; escalation of exceptions when needed.

Responsibilities

• Manages processing of commercial banking operations such as loans, letters of credit and banking guarantees.
• Reviews and approves data input from loan applications and related documentation into a commercial loan management system.
• Prepares statements for clients and conducts reconciliation and investigation when needed.
• Reviews and provides information on existing loans to clients as requested.
• Oversees execution of best practices for resolving out-of-balance transactions.
• Identifies and escalates erroneous transactions and reports issues to management.
• Coaches and reviews work of lower-level colleagues to ensure high quality delivery of services and products.

Skills

Data entry

Quality control

Reconciliation

Problem solving

Mentoring

Education

University degree preferred

Job description

The Account Manager Senior is responsible for coordinating projects and processes relating to an array of banking commercial products. Working independently with limited supervision, this job manages projects and prospects associated with commercial operations and optimizes data input processes, quality control, client statement preparations and error identification. This job elevates reporting issues to managers and maintains the accuracy of the company's commercial loan management system.

Key Responsibilities And Duties

• Manages processing of commercial banking operations such as loans, letters of credit and banking guarantees.
• Reviews and approves data input from loan applications and related documentation into a commercial loan management system to ensure quality, accuracy and completeness of data entered.
• Prepares statements for clients and conducts reconciliation and investigation when needed.
• Reviews and provides information on existing loans to clients as requested.
• Oversees execution of best practices for resolving out-of-balance transactions.
• Identifies and escalates erroneous transactions and reports issues to management for issue resolution.
• Coaches and reviews work of lower-level colleagues to ensure high quality delivery of services and products.

Educational Requirements

• University (Degree) Preferred

Minimum Qualifications

• 3+ years of experience in commercial banking operations, loan servicing, or commercial account management, with responsibility for processing and maintaining commercial banking products.
• Experience reviewing and validating loan documentation and data entry, ensuring accuracy, completeness, and adherence to established procedures.
• Strong reconciliation, problem-solving, and transaction research skills, including identifying discrepancies, resolving issues, and escalating exceptions when necessary.

Preferred Qualifications

• 5+ years of commercial banking experience supporting products such as commercial loans, letters of credit, banking guarantees, or treasury management services.
• Experience mentoring, coaching, or reviewing the work of team members, along with advanced knowledge of commercial loan management systems and banking operations best practices.

Role Specific Work Experience

• 3+ Years Required; 5+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

7IC

$67,800 - $91,700

EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.

The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.

VEVRAA Federal Contractor

Member FDIC

Qualifications

• Medical, dental, vision & HSA/FSA
• 401(k) savings
• Paid holidays & generous PTO
• Additional wellness & voluntary benefits

Additional Company-provided Benefit Options (subject To Plan Terms)

• Tuition reimbursement
• Commuter Benefits
• Life and Disability Insurance

Posting end date: 11/9/2026