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
- Founder and COO @ (January 2026 - Present)
- Retired from TCM Bank @ Self-employed (November 2025 - January 2026)
- Chief Strategy Officer, Chief Administrative Officer @ (February 2025 - November 2025)
- Executive Vice President, Chief Administrative Officer, Chief Credit Officer @ (November 2017 - November 2025)
- Executive Vice President, Chief Lending Officer @ (December 2016 - November 2025)
- Chief Credit Officer and Chief Administrative Officer @ (January 2018 - February 2025)
- Chief Lending Officer @ (July 2013 - January 2018)
- President @ Akcelerant Advisors, LLC (April 2012 - May 2013)
- SVP Member Business Lending and Loss Mitigation @ (November 2007 - March 2012)
- VP Member Business Lending @ (January 2006 - November 2008)
- VP Credit Administration @ (January 1999 - January 2006)
- Vice President @ Glendale National Bank (January 1986 - January 1989)
- Credit Analyst @ Commerce Bank (January 1984 - January 1986)
Jim Simon Education
- Project Management Institute
PMP (Project Management)
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 PMP in Project Management @ 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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