Director Client Engagement Partner Data and AI Banking NYC

📍 Work From Anywhere | Flexible Schedule | Commission-Based Joss Boss Consulting is expanding our team of Virtual Tax Preparers for the upcoming tax season! Whether you are experienced or brand new to the industry, we provide the training, tools, and support you need to succeed. What You’ll Do: Assist clients with preparing and filing individual tax returns Communicate with clients virtually (phone, email, video chat) Review documents for accuracy and compliance Provide excellent customer service and build client relationships What We Offer: 💻 100% remote – work from home or anywhere with Wi-Fi 📚 Training provided (no prior experience required) 💵 Commission-based pay (unlimited earning potential) ✅ Support with PTIN/EFIN applications 📈 Growth opportunities to build and manage your own team Qualifications: Strong communication skills Basic computer skills (uploading documents, using tax software, etc.) Ability to work independently and meet deadlines Previous tax prep or sales experience a plus (not required) Compensation: Commission-based (details discussed during onboarding) Weekly direct deposit 📌 How to Apply: Complete the application here ➡️ https://forms.gle/WmdtTQGurEyHT8Vy7

Commercial Portfolio Manager – To $100K – Chicago, IL – Job # 3571 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 bank client is seeking to fill a Commercial Portfolio Manager role in the Chicago, 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 $100K 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

Real Estate Company is seeking an energetic and positive entry level person to joint to the team. Requirements -Full-time position with scheduled week hours (Monday – Friday 9:00am -4:00pm) -Marketing/Leasing -Must be enthusiastic, positive team player willing to learn -Review applications ensuring that they are accurate and legible -Arrange and confirm appointments/ Showing vacant units -Review A/R delinquency reports -Strong organizational skills, ability to prioritize work. -Strong sense of responsibility -Knowledge of computers -Speak Spanish -Experience not necessary

Commercial Portfolio Manager – To $100K – Los Angeles, CA – Job # 3590 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 bank client is seeking to fill a Commercial Portfolio Manager role in the Los Angeles, CA 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 $100K 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

We are a family-owned clothing company based in San Rafael in search of an office administrator/ receptionist. This is an ideal opportunity for a polished, articulate, and enthusiastic candidate who enjoys providing excellent customer service in a fast-paced office. We are looking for an engaging individual to act as the face and voice of the company as they greet outside contacts, respond to inquiries (both internal and external), and provide the highest level of customer service to both external guests and internal team members. As a candidate, you should have a professional demeanor and excellent interpersonal skills that will ensure your success in this highly visible role. You’d exhibit a diplomatic savvy and EQ skill set to interact with entrepreneurs, high-profile guests, investors, and vendors alike. Further, you’ll need the ability to prioritize and multi-task while paying close attention to detail. Key Responsibilities: • General administrative duties include but are not limited to mail and package management, meeting rooms, ordering office supplies, facilities, IT and general upkeep. • Order entry and related customer service. • Report regular operational updates. • Manage site emergency action plans, continuously reviewing and revising to ensure effectiveness; respond to emergency situations on-site (when needed) • Good project management skills and the ability to handle tight deadlines and work on simultaneous projects with little direction. • Ability to be on-site 5 days a week • Assist with the accounting team as needed Desired Skills and Experience: • 3 years in office administrative or customer service-oriented operational role • Excellent organizational skills with the ability to calmly juggle competing priorities and manage workflow • Strong interpersonal skills, demonstrated ability to interface with guests, other administrative assistants, and team members of all levels • Ability to motivate and lead self and others to deliver results in a collaborative environment • Strong teamwork and project-related skills, ensuring open communication channels across multiple functions and departments • A high degree of professionalism and ability to maintain confidentiality • Impeccable attention to detail

The Position Our client is seeking to fill a Commercial Relationship Manager role in the Jacksonville, FL market. The successful candidate will be responsible for creating effective business plans to generate more revenue, increase brand loyalty, and improve customer satisfaction. This position offers an attractive salary of $130K plus bonus and an excellent benefits package. Commercial Relationship Manager responsibilities include: Growing and maintaining a commercial loan portfolio that conforms to the credit quality standards of the bank. Developing relationships with customers and serving as a resource for their banking needs. Working closely with retail bankers to develop client relationships and cross-selling products. Cross-selling of the Bank’s lending, depository, and Treasury Management products to new and existing bank clients. Evaluating loan requests, analyzing financial data, and determining the qualification of collateral and credit history. Developing and maintaining knowledge of internal, regulatory, and commercial guidelines. Formulating, supervising and implementing the annual Commercial and Retail Sales business plans for the division consistent with the goals and objectives of the bank. Ensure that an ongoing evaluation system is in place related to the goals and objectives set forth in the Commercial and Retail Sales business plan. Managing large or complex commercial loans as needed, and counseling loan customers on loan management and beneficial financial strategies. Providing training, motivation, and evaluation to staff in conjunction with the Human Resources Department of the Bank. Managing relationships with business banking clients by providing service and support. Delegating duties and responsibilities consistent with their goals and objectives, allowing achievement of those goals and objectives. Keeping abreast of economic trends, market conditions, and regulatory standards. Proactively assesses how changes may impact the Bank. Representing the Bank in community/economic development activities and initiatives. Ensuring Bank visibility in all aspects of the community. 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: Bachelor’s degree in Finance, Business, or Economics, preferred. Five or more years of relevant lending experience. Strong business development and credit risk assessment skills. Must have a proven track record in business development. Knowledge of bank regulations pertaining to lending and debt collection. Solid knowledge of relevant PC software applications, such as Word and Excel. Articulate and comfortable in communicating with all levels in a bank organization and with external customers. A successful track record – having a proven performance record as evidenced through solid financial performance, risk management, and success of staff. Benefits This position offers an attractive salary of $130K plus bonus and an excellent benefits package.