Head of Systematic Credit Strategy Team (USA)

Deposit Operations Supervisor – To $80K – Milwaukee, WI – Job # 3140 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 client is seeking to fill a Deposit Operations Supervisor role in the Milwaukee, WI area. The chosen candidate will be responsible for ensuring frontline staff have the tools to help customers, adhere to regulations, and be aware of procedures and changes to procedures, ensuring our commitment to unparalleled service. The position includes a generous salary of up to $80K as well as an excellent benefits package. Deposit Operations Supervisor responsibilities include: Overseeing the check and deposit account processing function including several key processes — check payments, deposited items, ACH, overdrafts and return items, ATM and debit card settlement, statement rendering, and related reconciliation. Overseeing the Bank’s customer Masterfile records and data processing for deposit transactions. Managing the official check, currency vault, Internet/Mobile Banking, and ATM Card processing. Acting as a key contact for large balance deposit account customers. Responsible for deposit account research and adjustment activities. Responsible for Retail Operations branch office teams including coaching, mentoring, employee development, and training as well as performance management and any employee relation issues. Working closely with many of the other functional areas of the Bank to ensure efficient and timely management of customer deposit accounts. Resolving customer issues related to deposit exceptions or errors. Other duties may be assigned as needed. 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 Business or Management related field. Four or more years of bank operations, treasury, and payment experience in a community bank setting. Prior supervisory experience. Direct experience with a wide range of deposit-related banking products and services including credit and debit cards, online banking, treasury services, and general deposit processing. Proven experience systematically improving processes and reducing costs. Strong written and verbal communication skills. Proficient in the use of standard Microsoft tools such as Outlook, Word, Excel, and PowerPoint are required. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Do you have experience selling B2B? Want to make a generous commission while working from home? We are Ledgeroo (https://ledgeroo.com), a fast growing startup in the accounting education space seeking to be the “Duolingo of accounting”—meaning we break difficult concepts down into fun, bite-sized lessons. We launched with a free, beta version of our product in March of this year and have quickly scaled to thousands of users. The reviews have been phenomenal, with users calling Ledgeroo “life-changing” and a “divine intervention.” We have successfully cracked the code on making accounting and finance fun and accessible, and now that we’ve proven the concept, we’re ready to take over the world of business education! In the coming weeks, we are going to roll out V2 of our product—a new design that is sleek, modern, and gamified, with a $99 lifetime subscription price point. The one-time fee makes it a perfect sell for businesses that don’t want the headache of managing and budgeting for recurring payments. We are going to position Ledgeroo as workforce education, development, and retention tool. We are targeting accounting and bookkeeping firms, investment firms, banks, law firms, large enterprises, and local governments. Every organization in the world can benefit from having a workforce that can speak “the language of business.” This has the chance to be the highest ROI workforce education program that exists—especially when you consider that a typical accounting and finance training program can cost anywhere from $500 to thousands of dollars. We currently offer 12 courses, with plans for many more. In this role, you’ll build your own contact lists and close your own sales, and earn 50% of the revenues that you bring in. That’s right—50%! Think you can close a mid-size company on buying 100 subscriptions to upskill its workforce? You just pocketed $5,000. What about closing a city government on using its (already budgeted and accounted for!) employee development budget to purchase 1,000 subscriptions? That’s $50,000. There are budgets all across corporate America and government entities that are primed and ready to spend on a new, innovative solution to one of the world’s most ubiquitous problems—helping people understand how businesses really work. If you’ re hungry and assertive with high integrity and experience in the world of B2B sales (especially anything in the accounting or finance sector) we would love to hear from you. Let’s make this a monster year for both of us. Email us using the CL mail relay with the subject line “Let’s teach everyone accounting.” If that’s not the exact subject line, the email will not be read. This position is 100% remote and always will be.

Regional Bank Manager – To $110K – Milwaukee, WI – Job # 3584 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 Regional Bank Manager role in the Milwaukee, WI, market. The successful candidate will be Responsible for overseeing the management of multiple community bank branches within a specified geographic district. The primary focus is on achieving business results through effective leadership, strategic planning, and fostering a motivated team environment that caters to the needs of our local communities. The District Manager will set clear objectives for the district, individual bank locations, and each branch manager to achieve established financial goals with a strong emphasis on community engagement. The position includes a generous salary of up to $110K plus incentives and an excellent benefits program.  (This is not a remote position) Regional Bank Manager responsibilities include: Lead, coach, and manage a district of community bank branches. Develop and implement strategies to attract, develop, and retain talent with an understanding of local community dynamics. Directly supervise Branch Managers, holding formal check-ins once a month. Oversee recruitment efforts and partner with Human Resources to make hiring decisions to ensure the market is staffed with Branch Managers suitable for the Bank’s culture and aligned with community values. Ensure development plans and performance goals are in place and actively monitored and managed for staff at all levels. Develop strategic business and sales plans tailored to the unique needs of the local community for the district and each community bank location. Oversee the implementation of business and sales plans, including one-on-one plans, sales calls, coaching, and pipeline management to achieve targeted results in community deposits, consumer loans, and customer relationship growth. Cultivate and maintain relationships with internal business partners to leverage available resources and support community-specific banking solutions. Develop and execute comprehensive community engagement strategies for the district and each community bank location. Foster strong relationships with local businesses, community organizations, and key stakeholders to enhance the bank’s presence and support community initiatives. Organize and participate in local events, sponsorships, and philanthropic activities to strengthen the bank’s ties with the community. Demonstrate a deep understanding of the local community’s financial needs, economic landscape, and regulatory requirements. Accountable for monitoring the branch manager’s behaviors within the team to ensure professional and responsive delivery of service to customers in a manner that aligns with community values. Ensure continuous and timely training, coaching, and guidance to all branch managers to meet the service standards of the Company within the local context. Attend team meetings at each branch no less than once per month to maintain communication and support. Accountable for ensuring periodic testing of controls, documentation, and reports are completed and submitted in a timely manner. Ensure required training is completed and documentation signed and submitted per company policy, with a focus on bank and federal regulations. Conduct reviews of branch manager’s behaviors and documentation to ensure adherence to internal controls. Accountable for ensuring adherence to company policies and procedures, as well as all applicable federal, state, and local laws and regulations, with a specific emphasis on bank regulations. Conduct periodic audits of behaviors and work output to identify and correct areas of non-compliance. Ensure that branch managers complete and apply all required compliance training. 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 or business or equivalent experience preferred; High school diploma or GED required. 10 years’ progressive sales management experience, preferably in the financial services field, with an emphasis on consumer and business development. 7 years’ retail banking sales experience, with a focus on community banking management preferred. 5 years’ experience directly managing professional and sales staff, including responsibility for sales leadership. Proven ability to manage budgets, objectives, and P&L. Demonstrated leadership skills, excellent interpersonal, communication, and organizational skills. Experience with complex functions with the capacity to analyze credit and financial information. Ability to work within diverse project teams to accomplish goals. Strong knowledge of Microsoft Office software applications. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Clayton Timbrell & Co. is a San Francisco based General Contractor specializing in the construction and renovation of distinct single family residences. We are hiring for the position of Estimator to join our team. Please reply to this posting with your resume and a narrative about yourself. Essential Job Functions: Bid Preparation: - Review and thoroughly evaluate potential project requests for proposals. Change Management: - Evaluate change requests from clients, architects, and engineers to determine the impact on project costs, timelines, and resources. - Provide accurate and timely cost estimates for proposed changes. Materials Procurement: - Collaborate with vendors and suppliers to source and procure construction materials at competitive prices. - Maintain up-to-date knowledge of market trends and material costs to ensure cost-effective purchasing. Plan Reading & Scope Analysis - Interpret construction plans and specifications to understand project requirements and the scope of work. - Identify potential discrepancies, challenges, and opportunities in plans. Project Scheduling - Create detailed MS Project schedules to accurately estimate general conditions costs. - Collaborate with PM’s and Superintendents to develop project sequencing and trade durations. Cost Analysis - Conduct thorough cost analysis by factoring in labor, materials, equipment, overhead, and other relevant expenses. Ensure accuracy and consistency in estimating methods. Communication - Collaborate effectively with project teams, clients, architects, and subcontractors to gather information, clarify project details, and communicate estimates and potential cost implications. Documentation - Maintain organized and detailed records of estimates, bids, change orders, and material procurement. - Ensure all documentation adheres to company standards and protocols. - Continuous Improvement - Proactively seek opportunities to enhance estimating processes, accuracy, and efficiency. - Stay updated on industry best practices and emerging technologies related to construction estimating. Qualifications - Estimating experience in luxury residential and or high-end retail / hospitality construction. - Bachelor’s degree or certification in a construction related academic discipline preferred, but not required. - Self-Starter with the ability to build new processes/procedures. - Advanced proficiency in reading and interpreting construction drawings and specifications. - Strong analytical skills with attention to detail and accuracy. - Effective communication skills, both written and verbal. - Advanced understanding of construction materials means and methods, market trends, and vendor relationships. - Advanced knowledge of computer software including but not limited to MS Excel, MS Project, Procore, Onscreen Takeoff, Bluebeam - Ability to work independently and collaboratively.

M/I Homes has been building new homes of outstanding quality and superior design for more than 40 years. Founded in 1976 by Irving and Melvin Schottenstein and guided by Irving’s drive to always “treat the customer right,” we have fulfilled the dreams of over 140,000 homeowners and grown to become one of the nation’s leading homebuilders. M/I Homes started as a family business and grew into a national leader in a single generation with divisions in 17 markets, including Austin, Charlotte, Chicago, Cincinnati, Columbus, Dallas, Detroit, Ft. Myers/Naples, Houston, Indianapolis, Minneapolis, Nashville, Orlando, Raleigh, San Antonio, Sarasota, and Tampa. Job Summary This position manages the Loan Purchase Specialist and pipeline of all closed loan files to ensure compliance with M/I Financial LLC, government regulations and investor guidelines. Responsible for reviewing and resolving all pending loan issues, distribute requests to personnel for correction and upload corrective documents to clear the investor suspense. Duties and Responsibilities Oversees and manages the daily activities of the Loan Purchase Specialist(s). Provides training when opportunities are identified Communicates with title companies, branch staff, underwriting, compliance, post-closing, funding, secondary and investors to resolve outstanding investor suspense conditions. Thorough understanding of agency and government lending guidelines and loan processes from origination through sale.  Use and comprehension of both agency and government websites. Aware of each internal department’s responsibilities and apply that to manage how conditions are addressed. Manage, monitor & report risks that may be encountered and be proactive with identifying potential issues. Requirements Minimum Education Experience HS diploma or equivalent, college is a plus. Three or more years of mortgage lending which includes loan processing or closer, loan officer, quality control or quality analyst role. Thorough knowledge of the loan origination process and underwriting fundamentals. Required Skills and Abilities Excellent written and verbal communication capabilities. Provide critical and analytical thinking and strong decision-making capabilities to identify problems, propose creative solutions and escalate as necessary. Outlook, MS Word, MS Excel – Intermediate Level. Work independently while understanding the necessity for coordinating work efforts with other employees and organizations. Self-starter, highly organized, ability to research new information and interpret it. Complete understanding of all mortgage documentation, knowledge and importance of TRID and RESPA federal statutes. Work Conditions This is a 100% in person/non-remote. Some overtime and weekend work may be required. Benefits M/I Homes offers a comprehensive benefits package, including medical, dental, vision, paid time off and paid holidays, paid parental leave, traditional and Roth 401(k) options, profit sharing plan, employee stock purchase plan, employee home purchase plan and more. We are committed to attracting, developing, and retaining talent that reflects the customers we serve and the communities where we live and work. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. #IND123

Job Overview - (In Person / On-Site Position) Established CPA tax practice in Fremont looking for a CPA, EA, or CPA candidate to join our growing practice. This is an excellent opportunity for someone with exceptional communication skills, a desire to learn, and a great attitude. The firm provides tax planning and compliance services to individuals and various business entities. We also provide compilation and review services to businesses. We are a family-oriented firm and can make reasonable accommodations for your individual needs. Job Responsibilities – Tasks include, but are not limited to the following: Preparing tax returns for individuals, pass-through entities, and trusts. Conduct work by gathering, sorting, and organizing data and documents, establishing priorities, and communicating with clients. Prepares federal, state, local tax returns by assembling and analyzing financial information and completing forms using software (QuickBooks and Lacerte are the most common software packages). Identify outstanding items and manage info collection process by communicating with clients via email and phone. Maintains compliance with tax regulations by researching current regulations, referring difficult interpretations to supervisor. Research and respond to notices from taxing authorities Learning our system, procedures, and software with minimal supervision Conduct research on various tax matters Protects operations by keeping information confidential. Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations. Contributes to tax team results by welcoming new and different work requirements; exploring new opportunities to add value to the organization; helping others accomplish related job results as and where needed. Desired Qualifications: CPA/EA preferred, or CPA candidate (passed all parts of the exam) Excellent communication skills Experience resolving tax notices from the IRS and FTB Can work independently Possess good organizational skills Tax preparation experience – 2 years (Required) Experience with Lacerte preferred Strong Computer Skills Working knowledge of Excel and Word Job Type: Full-time, Part-time Benefits: Vacation Paid Holidays 401k Profit Sharing