Office Manager/Bookkeeper (santa rosa)

Commercial Portfolio Manager – To $140K – Deerfield, IL – Job # 3282 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Commercial Portfolio Manager role in the Deerfield, IL area. This selected candidate will be responsible for independently managing a Commercial Loan portfolio. The candidate will manage, acquire, and deepen a portfolio of new and existing profitable lending relationships, with a greater emphasis on maintaining a larger lending portfolio of the Bank’s existing clients. This position includes a generous salary of up to $140K and a full benefits package. (This is not a remote position.) Commercial Portfolio Manager responsibilities include: Managing a portfolio of commercial clients including monitoring loan covenants and structuring loan proposals. Underwriting and originating of new credits from existing and/or new customers including renewals, modifications, and annual reviews. Making appropriate loan structure recommendations. Proactively looks to expand client base by cultivating referral relationships, and target marketing clients/prospects in accordance with the Bank’s marketing standards. Meeting and exceeding monthly performance scorecard goals that include but, are not limited to developing new profitable business relationships. Enhancing the cross-sell ratio through the expansion and deepening of client penetration as well as job-related behaviors. Highly involved in indirect and direct sales calls as well as representing the Bank in various industry-specific trade organizations that promote the Bank’s loan growth within the desired industries. Preparing spreads, performing covenant checks, completing loan reviews, updating ticklers, and populating FDM (electronic document storage system) within a reasonable timeframe upon receipt of financial information and/or other requested documentation. Spreading, analyzing, and reviewing financial conditions, income sources, and collateral coverage of borrowers including corporations, partnerships, sole proprietors, and individuals. Collecting updated borrower financial information in accordance with periodic reporting requirements and completing scheduled loan reviews. Preparing loan presentation write-ups for management and loan committee approvals. Ensuring that loans and other assets are appropriate, and timely risk rated in accordance with the Bank’s loan policy. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Bachelor’s degree is preferred, or equivalent business experience is preferred. Four or more years of banking experience with an emphasis on relationship management and commercial lending. Strong background in prospecting for new clients and a demonstrated track record in business development. Strong organizational, time management skills, and leadership qualities. Working knowledge of financial analysis and accounting theory, and the ability to write clearly, logically, and analytically. Excellent written and oral communication skills. Ability to be a self-starter and demonstrate a strong level of initiative and commitment with a minimum level of supervision. Ability to understand accounting, including financial statement spreads, cash flows, and credit analysis. Ability to define problems, proactively identify and articulate risks, collect data, establish facts, and draw valid conclusions. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Associate Financial Advisor Location: San Jose, CA Employment Type: Full-Time | On-Site About the Role: We’re seeking an Associate Financial Advisor to join our team in San Jose, CA. This is not your typical advisor opportunity—this role offers the rare chance to inherit a well-established book of business, allowing you to hit the ground running with existing client relationships and recurring revenue. What You’ll Do: • Build strong, lasting relationships with an existing client base by delivering holistic financial planning and exceptional service. • Develop personalized investment strategies tailored to each client’s goals and values. • Maintain and grow the book of business through proactive outreach, client referrals, and community involvement. • Collaborate with a supportive team and leverage in-house resources, systems, and tools. • Stay current with financial industry trends, regulations, and product knowledge to serve clients at the highest level. What We’re Looking For: • 2+ years of experience as an associate financial advisor, planner, or wealth manager. • Series 7, 65/66 • CFP preferred or willing to obtain. • Proven relationship-building and communication skills. • A growth mindset and client-first attitude. • Desire to plant long-term roots in the San Jose, CA area and become a valued member of the local community. What We Offer: • Natural transition from current Advisor to you for clients. • Competitive payout or compensation structure based on experience. • Access to marketing, compliance, and administrative support. • A collaborative environment with other advisors. • Opportunities for professional growth and succession planning. Why This Role is Unique: Opportunities like this don’t come around often. If you’ve been looking for a way to step into an established client base, grow your career, and make a meaningful impact in the lives of others—all without starting from scratch—this could be the perfect fit.

Sr. Treasury Management Sales Officer – To $110K + Bonus – Deerfield, IL – Job # 3385 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our community bank client is seeking to fill a Sr. Treasury Management Sales Officer role in the greater Deerfield, IL area. The selected candidate will be responsible for business development, consultative sales, and relationship management to commercial clients. This position offers a competitive salary of up to $110K + Bonus and a full benefits package. Candidate must reside in the state of Colorado. (This is not a remote position) Sr. Treasury Management Sales Officer responsibilities include: Achieving new sales targets and portfolio revenue growth objectives. Partnering with lenders and others to target and build opportunities for Treasury Management solutions. Influencing and enriching the sales process through industry trend analysis, product innovation, and consultative relationship reviews. Executing strategic market-based sales plan to target prospects and existing customers. Achieving annual performance metrics for new business sales, call expectations and retention of strategic client relationships. Growing non-interest income. Managing pipeline for accuracy. Representing Treasury Management in internal and external settings. Building brand awareness. Performing other duties as assigned. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: BA/BS degree in Business, Finance or related degree or equivalent. Five or more years proven treasury management sales experience. Certified Treasury Professional (CTP) or Certified Cash Management (CCM) certification preferred. Proven ability to drive deposits. Experience with territory management in sales. High level of Treasury Management product knowledge and product innovation. Knowledge of credit and operational risk-ability to quantify potential exposure. Industry or vertical market expertise. Strong knowledge of market/industry trends. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Established and growing General Contractor in the East Bay has an immediate opening for a full-time Accounting Clerk. The right candidate with potential and ambition will be given the opportunity for advancement. To successfully perform the job, the individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the skills and knowledge required for this position: Key Responsibilities: -Assist with processing subcontractor/vendor invoices -Coordinate with other accounting staff and field staff on invoice approval and payments -Coordinate with project coordinators and AR department to ensure all compliance with subcontractor payments are met -Coordinate and/or comply with any special contractual requirements called by customers prior to payments -Provide administrative support as needed to other staff members -Other misc. duties as assigned by supervisor Qualifications: -Construction industry experience (Public works experience prefer) -Proficient in MS Office (Word, Excel, Outlook) -Knowledge of Lien Waivers -Knowledge of certified payroll is a plus -Knowledge of Procore and American Contractor is a plus -Knowledge of contracts and insurance -Ability to prioritize and multitask -Strong written and verbal communication skills We offer competitive salary and benefits including medical, dental, vision, 401(k), PTO

**This is a part-time, onsite position. 30 hours per week** The Relationship Specialist is responsible for building relationships with current and potential membership by not only meeting their immediate need but consulting on future needs and recommending credit union products and services to meet those needs. The Relationship Specialist is also responsible for delivering a superior member experience to members and potential members of the credit union who interact with the credit union through our branch locations and over the phone. This individual must have a thorough understanding of credit union processes, products, and services in order to effectively communicate the most appropriate solutions to our members. Applicant must have a strong and proven sales background with the ability to meet or exceed established goal in a fast-paced environment. This person may also be relied on to complete teller duties and transactions as needed in the course of the day. Responsible for account opening and maintenance while proactively cross-selling credit union products and services to existing and potential members through in-person sales as well as by phone and written correspondence. Answer questions and/or resolve complex technical problems on member accounts. Responsible for the processing of in-branch loan requests while uncovering possible lending needs through conversations with members and mining the credit reports. Offer solutions that add value to their relationship with the credit union. Provide service and support for members over the phone dealing with requests that are both routine in nature and some that require extensive research and use of problem solving skills. Take complete ownership of ever call. Conduct teller transactions in an accurate and efficient manner. May assist in the planning and implementation of branch sales promotion campaigns and perform other duties as assigned by the Branch Manager, such as working on call lists or external activities to bring business to the branch. Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets control. Requirements Experience A minimum of one year up to three years of similar or related experience, including preparatory experience. Education/Certifications/Licenses A high school degree or equivalent Interpersonal Skills Courtesy and tact are essential elements of the job. Work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring. Communications generally require shorter and not in-depth discussions. A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers. ADA Requirements Physical Requirements Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Working Conditions Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. Mental and/or Emotional Requirements Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. Benefits Smart Financial Credit Union offers a competitive salary and excellent top-tier benefits. In addition, Smart Financial Credit Union has a tuition reimbursement program; part-time-time employees can receive up to $2,000 per year in tuition reimbursement. Smart Financial Credit Union was ranked as Houston's Best Places to Work five consecutive years in a row! Source: Houston Business Journal, 2011, 2012, 2013, 2014, and 2015. Smart Financial Credit Union was ranked USA Top Workplaces (National Award)! Source: Houston Chronicle - 2021 and 2022 Smart Financial Credit Union was ranked Top Workplaces (Regional Award) six consecutive years in a row! Source: Houston Chronicle - 2016, 2017, 2019, 2021, 2022, 2023, and 2024 Smart Financial Credit Union was also ranked as Best Companies to Work for in Texas! Four consecutive years in a row! Source: Texas Association of Business (TAB) and Texas Monthly Magazine – 2014, 2015, 2016, and 2017 *** Applicants must submit a resume in order to be considered for the position. Smart Financial does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits. Smart Financial Credit Union (SFCU) commits to fostering a diverse, equitable, and inclusive workforce and member base where a sense of belonging is evident. Our core values and purpose compel us to invest in our culture, with the objective that all who interact within and with the credit union can be appreciated for their unique individuality and thrive in the environment, with respect for each other and our greater community. https://www.eeoc.gov/sites/default/files/2023-06/2... https://www.dol.gov/sites/dolgov/files/WHD/legacy/... https://www.dol.gov/sites/dolgov/files/ofccp/regs/... https://www.dol.gov/sites/dolgov/files/WHD/legacy/...

We are a boutique business law firm looking for an experienced and detail-oriented bookkeeper and office administrator to join our team at our office in San Jose (near SJC Airport). This is a full-time role for someone who excels at managing financial records and wants to contribute to our success. Responsibilities: • Enter time and expense entries in Mycase software. • Maintain and update financial records, including accounts payable and receivable. • Track client payments and handle invoicing. • Receiving and greeting clients at front desk (low traffic). • Answering phone calls. • Assist in court filing and calendaring. • General office admin and other tasks as needed. Qualifications: • Proven experience as a bookkeeper, preferably in legal industry. • Proficiency in Mycase (desired but not required, we will train). • Strong attention to detail and organizational skills. • Ability to multitask and prioritize tasks independently. To Apply: Please send your resume and a cover letter detailing your relevant experience and why you are a great fit for this position.