Loan Purchase Manager

The Company At Spartan Investment Group our mission is to improve lives through our values. We do this by finding value-add and opportunistic investments offering solid returns to our investors. Providing an opportunity to grow for our partners and creating lasting wealth for everyone with whom we conduct business is how we make our greatest contribution.  We specifically focus on self-storage projects capitalizing on amazing deals in other asset classes. In 2021, we were listed as the 5th fastest growing real estate company in the US and joined the list of the top 100 owners of self-storage. We are members of the Inc. 5000 fastest-growing private companies in America and in 2023 we were #13 in Denver Business Journals list of top places to work.  Mission  As the Director of Asset Management at Spartan, you will be located at our corporate headquarters in Golden, Colorado. The primary mission of this role is to oversee the flow of critical data and information across the organization to optimize asset performance. You will drive key operational decisions, ensure the company’s assets align with strategic goals, foster a culture of accuracy, performance, cross-functional collaboration to maximize investment potential and returns to investors. The perfect candidate will be ambitious and have lofty developmental goals both personally and professionally.  Requirements Outcomes Enhanced Asset Performance and Financial Returns: Achieve a targeted increase in NOI (Net Operating Income) across the portfolio by aligning asset management strategies with corporate objectives and challenging underlying assumptions.  Optimized Capital Structure and Liquidity: Implement effective capital structuring and liquidity management strategies, ensuring a balanced approach that supports both short-term operational needs and long-term growth opportunities.  Actionable Intelligence for Strategic Decision-Making: Develop and deploy advanced, real-time business intelligence tools that provide key insights for executives, leading to more accurate, data-driven decision-making and improved overall organizational performance.  Seamless Transaction Oversight and Execution: Ensure that all acquisition, disposition, and capital market transactions are conducted with high levels of accuracy, risk mitigation, and alignment with strategic goals, leading to a successful transition of acquired assets and minimal operational disruption.  Cultural and Operational Excellence in Decision-Making: Foster a culture of accuracy and consensus-driven decision-making, breaking down functional silos, and ensuring operational success through cross-functional collaboration and continuous process improvement.  Proactive Risk and Compliance Management: Establish a proactive risk management framework that identifies and mitigates risks related to assets, transactions, and debt, ensuring adherence to loan covenants and corporate policies while protecting organizational assets and reputation.  Competencies Strategic Thinking: Ability to align high-level corporate strategies with operational execution.  Leadership: Proven ability to lead cross-functional teams and build consensus.  Communication Skills: Ability to articulate thoughts and express ideas effectively and clearly present complex data to executive leadership.  Financial Acumen: Advanced knowledge of financial modeling, underwriting, performance tracking, financial reporting, and business intelligence tools. Exceptional analytical, organizational, and communication skills.  Data-Driven: Focus on data accuracy and performance metrics to drive decision-making.  Autonomy: Someone who is a self-learner, quickly grasps information and takes ownership of their position. Ability to show initiative and creativity with a drive to learn and execute in a macro-managed environment fostered by mentorship.  Qualifications  Education: Bachelor’s degree in finance, real estate, business administration, or a related field (MBA preferred).  Experience: 10 to 15+ years in real estate asset management or related fields, ideally in self-storage or CRE.  Industry Knowledge: Extensive knowledge of the self-storage, CRE, debt, equity, and investment sectors.  Benefits Competitive Full Time Base Salary: $150k – $175K annually. Comprehensive benefits including 401k with company matching.  Access to company profit sharing.  Access to company carried interest program.  Wellness benefits include company paid health, vision, dental, short-term disability, and life insurance.  In house performance coaching.  Unlimited PTO.  Reimbursements for phone, transportation, and entertainment, and more through an innovative cafeteria benefits plan.

Branch Manager – Up to $60K – Houston, TX – Job # 3130 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & San Antonio, 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 client is seeking to fill a Branch Manager role in the Houston, TX market. The successful candidate will be responsible for managing branch activities, including teller operations, general customer service activities, loan processing, collections and personnel administration. This opportunity has a generous salary of up to $60K plus bonus and an excellent benefits package. Branch Manager responsibilities include: Managing all aspects of the branch including the safety and soundness of the branch and the day to day operations of the branch. Responsible to recruit and select qualified and competent staff to maintain high service levels. Providing back-up to the personal banker and tellers which includes opening new accounts, cashing checks, accepting checks and withdrawals, handling loan payments, etc. Providing training for team members on all policies and procedures, including safety/security issues and compliance training. Interviewing customers to obtain information and explain financial services such as savings and checking accounts, Retirement Account, Certificates of Deposit, savings bonds, and securities. Cross-selling a full range of retail services to present and potential customers. Ensuring the branch conforms to compliance regulations as well as all State and Federal laws, regulation and policies. Participating in community and civic activities and recommending ways of enhancing market share and the Bank’s presence in the community. 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: Five or more years experience in a financial institution, with a minimum of three years of supervisory experience. In-depth knowledge of consumer and mortgage loan applications, underwriting, and closing procedures is a plus. Superior customer service and proven sales skills. Ability to communicate in English effectively and professionally by electronic, telephonic, written and face-to-face methods. Bilingual preferred (English/Spanish) and fluent both verbally and in writing. Strong PC skills, with proficiency in Excel and Microsoft Office suite. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Bank Chief Financial Officer – To $250K – Cape Coral, FL – Job # 3557 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg, 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 Bank Chief Financial Officer role in the Cape Coral, FL area. They are seeking a dynamic, innovative individual to oversee all the bank’s accounting functions. This senior leader will have a track record of providing successful growth strategies for various banks. They will guide the organization’s financial area toward growth and expansion. This position offers a competitive salary of up to $250K and a full benefits package. Relocation support is provided, as well as a strong bonus opportunity. (This is not a remote position) Bank Chief Financial Officer responsibilities include: Directing all financial activities, including reporting, planning, supervision, and investments for all the organization. Helping the Executive Team in forecasting, budgeting, and preparing for the next level. Preparing and filing annual tax returns or preparing financial information so that outside accountants can complete tax returns. Preparing or directing the preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies. A member of or Chairman of the bank’s ALCO committee. Supervising employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties. Maintaining current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards. Conducting or coordinating audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes. Receiving, recording, and authorizing requests for disbursements in accordance with company policies and procedures. Monitoring financial activities and details such as reserve levels to ensure that all legal and regulatory requirements are met. Monitoring and evaluating the performance of accounting and other financial staff, recommending, and implementing personnel actions, such as promotions and dismissals. Coordinating and directing the financial planning, budgeting, procurement, or investment activities of all or part of the organization. Developing internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting. Analyzing the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed. Evaluating needs for procurement of funds and investment of surpluses and making appropriate recommendations. Leading staff training and development in budgeting and financial management areas. 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 in finance and accounting from a four-year college or university required (Master’s Degree Preferred). CPA designation preferred. Seven or more years of related experience and/or training; or equivalent combination of education and experience. Proficient in PC software such as Excel, Word, and Access. Excellent attention to detail and emphasis on accuracy. Excellent communication skills: verbal, listening, and written. Ability to work well under pressure, set priorities, meet deadlines, and resolve highly complex financial problems. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Community Bank Chief Financial Officer – To $175K – Oklahoma City, OK – Job # 3232 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 Community Bank Chief Financial Officer role in the Oklahoma City, OK area. They are seeking a dynamic, innovative individual to oversee all the bank’s accounting functions. This senior leader will have a track record of providing successful growth strategies for various banks. They will guide the organization’s financial area toward growth and expansion. This position offers a competitive salary of up to $175K and a full benefits package. Community Bank Chief Financial Officer responsibilities include: Directing all financial activities, including reporting, planning, supervision, and investments for all the organization. Helping the Executive Team in forecasting, budgeting, and preparing for the next level. Preparing and filing annual tax returns or preparing financial information so that outside accountants can complete tax returns. Preparing or directing the preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies. A member of or Chairman of the bank’s ALCO committee. Supervising employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties. Maintaining current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards. Conducting or coordinating audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes. Receiving, recording, and authorizing requests for disbursements in accordance with company policies and procedures. Monitoring financial activities and details such as reserve levels to ensure that all legal and regulatory requirements are met. Monitoring and evaluating the performance of accounting and other financial staff, recommending, and implementing personnel actions, such as promotions and dismissals. Coordinating and directing the financial planning, budgeting, procurement, or investment activities of all or part of the organization. Developing internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting. Analyzing the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed. Evaluating needs for procurement of funds and investment of surpluses and making appropriate recommendations. Leading staff training and development in budgeting and financial management areas. 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 in finance and accounting from a four-year college or university required (Master’s Degree Preferred). CPA designation preferred. Four or more years of related experience and/or training; or equivalent combination of education and experience. Proficient in PC software such as Excel, Word, and Access. Excellent attention to detail and emphasis on accuracy. Excellent communication skills: verbal, listening, and written. Ability to work well under pressure, set priorities, meet deadlines, and resolve highly complex financial problems. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Bank Controller – To $100K – St. James, MO – Job # 3458 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 Bank Controller role based in the greater St. James, MO market. The selected candidate will be responsible for maintaining the integrity of the accounting operations of the Bank which includes accurate reporting and record-keeping, creating controls and budgets to mitigate risk, and ensuring compliant results. Moreover, the candidate must have strong interpersonal skills and pose a strong business acumen. This role will report directly to the Chief Financial Officer and requires a high level of professional capabilities.  This position offers a competitive salary of up to $100K, a full benefits package, and may be bonus eligible. (This is not a remote position) Bank Controller responsibilities include: Overseeing daily general ledger analysis, reporting and reconciliations.  Producing periodic financial reports; as required for daily, monthly, and annual monitoring for internal departments and committees.  Maintaining an adequate system of accounting records and a comprehensive set of controls and budgets designed to mitigate risk and maintain the accuracy of the Bank’s reported financial results.  Ensuring that reported results comply with generally accepted accounting principles and reporting standards.  Forecasting the Bank’s financial performance and preparing detailed explanations for deviations of fees and operating expenses to budget.  Preparing and filing the Bank’s call report and other regulatory and financial reports and statements before the established deadlines.  Completing the Bank’s interest rate risk analysis and reporting.  Oversee month, quarter and year-end period close.  Play a pivotal role in the completion of annual FDIC and other agency audits.  Overseeing the Bank’s payroll, accounts payable and investment functions.   Managing the Bank’s Holding Company’s financial activity and statements, shareholder correspondence, regulatory reporting and tax filings.   Supervising finance department staff as assigned.  Conducting project management functions as related to finance operations and other projects as assigned and directed by the CFO and President.  Ensuring compliance with the Bank’s established guidelines, policies, and procedures.  Work with department managers to create procedures to ensure effective and efficient system usage and maintenance as it relates to accounting operations.  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 in accounting or finance.  Five or more years of comprehensive accounting experience and at least two (2) years of experience managing the general ledger and financial reporting functions. Experience in a financial institution  accounting role preferred   Financial control and general ledger expertise.  Prior banking experience is preferred, with knowledge and application of federal and state banking laws and regulations.  Proficient in using advanced Microsoft Excel (formulas, graphing, pivot tables); Microsoft Office, and other accounting software systems.  Proficient use with Banking core processor systems: Fiserv, Prologue preferred  Experience with Interest Rate Risk and budgeting tools.  The ability to make decisions, exhibit sound, and accurate judgment, and make timely decisions.  The ability to manage and execute multiple projects simultaneously. The ability to identify and resolve problems in a timely manner by skillfully gathering and analyzing information, facts, data, etc.  Proven knowledge of bookkeeping and accounting principles, practices, standards, laws and  regulations  The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

The Position Our bank client is seeking to fill a Deposit Operations Manager role located in the Newberg, OR market. The successful candidate will be providing leadership, direction, and supervision for the Deposit Operations Department. This position offers a generous base salary of up to $150K, a signing bonus, relocation package, and an excellent benefits package. (This is not a remote position). Deposit Operations Manager responsibilities include: Administrative responsibilities for all aspects of electronic banking, treasury management, operations support, and bank product implementation. Providing technical data support to both branch and administrative personnel on deposit accounts. Ensuring that operating policies and procedures are conducive to compliance with all related federal and state banking regulations. Coordinating a team of centralized operations supports staff, ensuring that deposit procedures and policies are carried out in an effective manner including maintaining the procedures manual. Routinely interface with other Bank Managers, the Leadership team, and other appropriate persons on issues concerning Deposit Operations. Requirements 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: A.A./B.A./B.S. degree or a minimum of 5 years of related experience and/or training or equivalent combination of education and experience in a Financial Institution setting working directly with deposit operations or branch management required. Three or more years of experience in managing a centralized support team in a financial institution. Certified AAP – Accredited ACH Professional & Wes-Pay ACH Network Certificate Preferred. Certified NCP – National Check Professional & Wes-Pay Check Network Certificate Preferred. Proven ability to strategically coordinate operations support functions to meet the business objectives of the Association. Comprehensive knowledge of legal and regulatory requirements of retail banking/deposit operations. Proven leadership skills. Advanced written and verbal communication skills. Demonstrated effective time/project management and analytical skills. Ability to generate and evaluate complex reports and perform complex assignments. Intermediate to advanced level ability to use Microsoft Office products (Word, Excel, PowerPoint), Outlook, and various company systems. Benefits This position offers a generous base salary of up to $150K, a signing bonus, relocation package, and an excellent benefits package. (This is not a remote position).