Jim Simon Email & Phone Number
Founder and COO @ NEO Financial Services
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Jim Simon Location
- Apollo Beach, FL, US
Jim Simon Work
- 2026 -now Founder and COO @
- 2025 -2026 Retired from TCM Bank @ Self-employed
- 2025 -2025 Chief Strategy Officer, Chief Administrative Officer @
- 2017 -2025 Executive Vice President, Chief Administrative Officer, Chief Credit Officer @
- 2016 -2025 Executive Vice President, Chief Lending Officer @
- 2018 -2025 Chief Credit Officer and Chief Administrative Officer @
- 2013 -2018 Chief Lending Officer @
- 2012 -2013 President @ Akcelerant Advisors, LLC
- 2007 -2012 SVP Member Business Lending and Loss Mitigation @
- 2006 -2008 VP Member Business Lending @
- 1999 -2006 VP Credit Administration @
- 1986 -1989 Vice President @ Glendale National Bank
- 1984 -1986 Credit Analyst @ Commerce Bank
Jim Simon Education
- Project Management Institute 2022-2023
- Rutgers University - Camden
MBA (Business Administration and Management, General)
1986-1989 - Gettysburg College
BA (Business Administration)
1980-1984 - Eastern High School
High School (College Prep)
1976-1980
Jim Simon Skills
- Budgeting
- Analysis
- Compliance
- Product Development
- Negotiation
- Budgets
- Management
- Credit
- Banking
- Consumer Lending
- Finance
- Leadership
- Loans
- Loan Origination
- Training
- Customer Service
- Executive Management
- Loss Mitigation
- Mortgage Lending
- Commercial Lending
- Portfolio Management
- Credit Analysis
- Underwriting
- Retail Banking
- Financial Analysis
- Financial Risk
- Mortgage Banking
- Credit Risk
- Credit Cards
- Loan Servicing
- Small Business Lending
- Financial Services
- Investments
- Residential Mortgages
- Commercial Banking
- Cash Management
- Credit Unions
- Insurance
- Financial Institutions
- Lines Of Credit
- Relationship Management
- Debit Cards
- Refinance
- Mergers & Acquisitions
- Commercial Mortgages
- Funding
- Branch Banking
- Enterprise Risk Management
- Asset Based Lending
- Treasury Management
- Tcm
- Mergers and Acquisitions
Jim Simon Summary
- Jim Simon, based in Apollo Beach, FL, US, is currently a Founder and COO at NEO Financial Services. Jim Simon brings experience from previous roles at Self-employed and TCM Bank, N.A.. Jim Simon holds a 2022 - 2023 Project Management Institute. With a robust skill set that includes Budgeting, Analysis, Compliance, Product Development, Negotiation and more. Jim Simon has 2 emails and 1 mobile phone numbers on RocketReach.
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Jim Simon
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Apollo Beach, FL, US
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