ABOUT US:

The Jonus Group is a specialized insurance staffing firm that connects top talent with industry-leading clients. Our client is seeking a Financial Analyst to join their finance team. You will build financial models (growth, profitability, etc.) for the core business and be a key part of a team driving analyses that help leadership execute major initiatives and strategic decisions. Through effective planning and analysis, you will provide the executive leadership team with appropriate reporting (regular and ad-hoc) to help establish goals and track performance across the business. This position requires knowledge of finance, accounting, and operational principles, experience with financial data modeling and analysis techniques, and an understanding of budgeting and forecasting processes. 

RESPONSIBILITIES:

REQUIREMENTS:

• Bachelor’s degree in Finance, Accounting, or other related field
• At least five years of financial analysis experience within the P&C insurance industry.
• Proficient in MS Excel (pivot tables, formulas, etc.)
• Experience using relevant technologies to pull data (e.g. SQL, MS Access)
• Advanced analytical skills at a level to lead interactions with the senior management team
• Excellent verbal and written communication skills
• Highly detail-oriented
• Excellent interpersonal skills/team player
• Experience working with and presenting to Leadership, C-Suite, and Board Executives

COMPENSATION:

• $95,000-$125,000/year based on experience
• Quarterly bonus
• Comprehensive medical dental, and vision insurance.
• 401(k) with 4% company match, no vesting.
• Paid time off and holidays.

Loan Partner (Senior Loan Officer Assistant)

Job Summary

Seeking a highly skilled and experienced Loan Partner to join a team. This full-time, hybrid role is ideal for a seasoned professional with a strong background in mortgage lending who can independently manage loans from application to submission. As a Loan Partner, you will play a critical role in supporting mortgage loan officers by ensuring a seamless and efficient loan process for clients. If you are detail-oriented, customer-focused, and thrive in a fast-paced environment, we encourage you to apply.

Compensation Package

• Competitive salary commensurate with experience.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Paid time off and holidays.
• Opportunities for professional growth and development.

Responsibilities

• Assist loan officers by overseeing the entire loan process, from pre-approval to submission.
• Price and structure loan files based on borrower qualifications and investor guidelines.
• Review borrower documentation, including credit, income, assets, and liabilities, for accuracy and completeness.
• Perform income calculations (W-2, self-employed, etc.) in accordance with underwriting guidelines.
• Run DU/LP findings, interpret results, and prepare conditions for submission.
• Register and submit loans to lenders through various platforms and portals.
• Clearly explain loan products, rates, closing costs, and mortgage processes to borrowers.
• Prepare and send initial disclosures while ensuring compliance with federal and state regulations.
• Maintain ongoing communication with clients, lenders, title companies, and other stakeholders to ensure a smooth loan experience.
• Track key loan milestones and proactively resolve any issues that arise during the pipeline.
• Collaborate closely with processors, underwriters, and loan officers to ensure timelines are met.

Qualifications/Requirements

• Minimum of 3+ years of experience in mortgage lending, preferably as a Loan Officer Assistant, Loan Processor, or similar role.
• Strong working knowledge of Fannie Mae/Freddie Mac guidelines and conventional loan programs.
• Experience running DU and LP, reviewing AUS findings, and working with lender portals.
• Exceptional income calculation skills (both salaried and self-employed borrowers).
• Excellent communication and customer service skills, with the ability to explain loan details to borrowers.
• Proficiency with LOS systems (e.g., Encompass, Arive, LendingPad, etc.).
• High attention to detail, organizational skills, and ability to manage multiple files simultaneously.
• NMLS license preferred but not required (depending on state regulations and responsibilities).

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion. 

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ABOUT US:

The Jonus Group is a specialized insurance staffing firm that connects top talent with industry-leading clients. Our client is seeking a Financial Analyst to join their finance team. You will build financial modeling (growth, profitability, etc.) for the core business and be a key part of a team driving the analyses that helps leadership execute on major initiatives and strategic decisions. Through effective planning and analysis, you will provide the executive leadership team with appropriate reporting (regular and ad-hoc) to help establish goals and track performance across the business. This position requires knowledge of finance, accounting, and operation principles, experience with financial data modeling and analysis techniques, and understanding of budgeting and forecasting processes. 

RESPONSIBILITIES:

REQUIREMENTS:

• Bachelor’s degree in Finance, Accounting, or other related field
• At least five years of financial analysis experience within the P&C insurance industry.
• Proficient in MS Excel (pivot tables, formulas, etc.)
• Experience using relevant technologies to pull data (e.g. SQL, MS Access)
• Advanced analytical skills at a level to lead interactions with senior management team
• Excellent verbal and written communication skills
• Highly detail-oriented
• Excellent interpersonal skills/team player

COMPENSATION:

• $95,000-$125,000/year based on experience
• Quarterly bonus
• Comprehensive medical dental, and vision insurance.
• 401(k) with 4% company match, no vesting.
• Paid time off and holidays.

A leading P&C insurance carrier is seeking a Financial Reporting Specialist to join their team. This individual will support the Controller/Assistant Controller in the process of producing accurate and timely financial management reports including, but not limited to, internal and external monthly financial statements, and annual audits and annual budget.  

Requirements

Essential Duties and Responsibilities: 

• Prepare, review, and ensure timely submission of monthly financial statements on a statutory and GAAP basis as well as quarterly and annual statutory financial statements.
•  Act as a key representative and contact in the annual external audit.
•  Work with internal auditor as required and directed by Controller/Assistant Controller to assist in external audit and to complete internal audit reviews.
•  Prepare and review external reinsurance reports monthly.
•  Assist in analysis and understanding of reinsurance contracts.
•  Prepare and review and ensure timely submission of reports required by regulatory agencies.
•  Review and assist in preparing of consolidated budgets and forecasts.
•  Oversee and maintain systems and controls which verify the integrity of all systems processes and data and enhances the company value.
•  Review budget vs. actual analysis monthly.
•  Provide cost saving and cost containment reviews.
•  Facilitate in a wide variety of special projects and compile a variety of special reports in an accurate and timely manner.

Education and/or Experience: 

• Bachelor of Science in Accounting required.
• CPA Preferred 
• Must have a minimum of 5 years of accounting and financial reporting experience.
• Property and Casualty Insurance Industry experience preferred including in-depth understanding of industry specific accounting rules and regulations and statutory accounting practices.
• Strong conceptual understanding and practical knowledge of GAAP.
• Public Accounting experience preferred.
• Must be proficient in Microsoft Office-Excel.
• Must possess strong analytical and interpersonal skills.
• Strong general ledger experience required. Reinsurance, income tax and treasury management knowledge preferred.
• Strong knowledge of financial information systems.

Salary/Benefits

• $85K-$100K/year (based on experience)
• Annual Bonus
• PTO 
• Full Health Benefits 
• Location: Sarasota, FL

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