Commercial Credit Analyst - To 80K - New Orleans, LA - Job 3429b

LendingOne is a direct private lender for Real Estate professionals headquartered in Boca Raton, FL with additional offices in Charlotte, NC and Great Neck, NY. LendingOne made the Inc. 500 list of the fastest-growing private companies in America in 2019. Along with being rated one of the Top Workplaces in 2024 - for the third consecutive year -  by Sun Sentinel!   We specialize in providing business-purpose mortgage loans for non-owner-occupied investment properties. We offer fix/flip bridge loans and long-term rental financing. Not a broker nor a bank, but a fully funded lending partner that can close consistently. LendingOne and its affiliates have extensive real estate experience and have provided over $6 Billion in real estate capital. Position Overview: Territory Loan Officers build market position by locating, developing, defining, negotiating, and closing new business relationships. Territory Loan Officers assist both LendingOne and potential borrowers in assessing the borrower's business ventures, analyzing the borrower's income potential, credit worthiness, and advising the borrower regarding the business decision of using LendingOne financial products. A successful candidate will have a strong understanding of real estate ventures and business operations, has a sense of urgency, initiative, and competitive drive to get things done and will possess a natural enthusiasm in working with and through people in the process. We are looking for talented and competitive professionals with consultative sales experience that thrive in a fast-paced environment. This person will maintain the skills necessary to engage professionally and successfully with new clients, building relationships and gaining repeat business. Semi-frequent visits to our Headquarters office in Boca Raton, FL may be necessary.  Requirements Qualifications: The following qualifications and responsibilities serve as a position overview and are not exhaustive. Employees are expected to be team players and may take on additional tasks as needed. Preferred Skills:  Minimum 2 years of experience in the real estate lending space (conventional/nonQM/mortgage insurance, etc.) Minimum 2 years of professional real estate consultative sales experience with high net-worth clientele Experience in commercial and residential mortgage lending  Experience building client relationships by phone Required Skills:  Minimum 3 years in business to business sales Excellent written and verbal communication, strong organizational skills, and time management.  High attention to detail and critical thinking skills, with the ability to anticipate and address potential issues.  Comfortability working in a fast paced, technology driven environment A proactive and adaptable approach to problem-solving with a positive, team-oriented mindset, high-energy, and persistence  Responsibilities: Develop and Execute Growth Strategies: Focus on driving financial growth and enhancing customer satisfaction within the assigned geographical territory. Promote LendingOne’s Products and Services: Address and anticipate client objectives, providing tailored solutions to meet their investment needs. Engage with Prospective Clients: Arrange and conduct business meetings to build relationships and identify new opportunities. Act as a Trusted Advisor: Educate clients on LendingOne’s products and services, analyze their assets and investments, and guide them through the lending process while offering personalized financial advice. Nurture Client Relationships: Provide exceptional service, cultivate long-term partnerships, and secure repeat business through consistent communication and support. Evaluate and Screen Business Opportunities: Protect LendingOne’s interests by analyzing market strategies, deal requirements, and financial viability while recommending suitable products and services. Facilitate Smooth Transactions: Collaborate with internal teams to ensure the timely collection of required documents and the seamless execution of the closing process. Communicate Effectively: Maintain clear and consistent communication with internal and external stakeholders regarding progress, timelines, and key deliverables. Drive New Business: Proactively contact potential partners and clients in a lead-generated environment, successfully closing new business opportunities. Benefits Why LendingOne: Diverse and inclusive workplace, with a supportive and friendly team Company awards, recognitions, and community involvement opportunities Comprehensive benefits package: medical, dental, vision, short and long-term disability, flexible spending accounts, generous 401(k) match, and more! 10 Company-paid holidays, and Paid-time Off Work-From-Home Fridays! Regular company-sponsored lunches, team-building and social events, and company swag to promote engagement and connection We believe in promoting from within Dedicated Learning & Development Team: comprehensive technical training, career paths, and education reimbursement opportunities!  LendingOne is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, or marital status.

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.

Commercial Lender – To $145K + Bonus – Memphis, TN – Job # 3469 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 Lender role to be based in the Memphis, TN market. The successful candidate will make and service a variety of CRE & C&I loans. The candidate will also assist senior officers in handling larger and more complicated loans and provide other customer services as may be required. The position includes a salary of up to $145K + Bonus and an excellent benefits package. (This is not a remote position) Commercial Lender responsibilities include: Developing and managing commercial loan accounts that meet established lending requirements and provide maximum profitability at minimum risk. Soliciting commercial clients; actively seeking and obtaining quality new business through client and prospect calls, referrals, and cross-selling efforts. Obtaining and maintaining COIs and attending various networking events in the assigned geographic area. Generating a wide variety of commercial and real estate loans. Contributing to deposit growth by cross-selling and promoting additional banking products Collecting and analyzing information that reflects the current creditworthiness of customers and the current merits of existing loans. Reviews and analyzes title reports or surveys to determine issues and any present or potential risks. Analyzing the applicant’s financial status, credit, and property evaluation to determine the feasibility of granting the loan or submitting an application to a credit analyst for verification and recommendation. Meeting with applicants to obtain information for loan applications and to answer questions about the process. Guiding loans through the approval and closing process. Explaining, promoting, cross-selling, or referring banks, insurance, and trust products or services. Representing the Bank in the community through professional and civic involvement is critically important to this role. 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 bachelor’s degree in banking, finance, or other related field is preferred. Seven or more years of direct lending or credit support-related experience with a focus on business relationships. Median portfolio managed (CRE/C&I) - $25MM to $60MM Formally credit-trained and /or underwriting knowledge and experience are preferred. Experience analyzing financial statements. Familiarity with the sales, loan processing, and closing processes. Extensive knowledge of Commercial Banking products and services including working knowledge of C&I as well as Owner-Occupied and Investment Commercial Real Estate loans. Thorough knowledge of Federal and State regulations covering commercial banking activities. Ability to expand loans, client relationships, and cross-sell bank products. Strong analytical ability with effective written and verbal communication skills required. Efficient use of Outlook, Word, and Excel applications. Excellent interpersonal skills. 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

Credit Analyst – Up to $80K – Los Angeles, CA – Job # 3228 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 Commercial Credit Analyst role in the Los Angeles, CA market. The successful candidate will be responsible for providing analytical support to Commercial Lending Officers to ensure client service standards are met and loan documentation and credit presentations are following applicable standards, policies, procedures, and regulatory requirements. The position includes a salary of up to $80K and an excellent benefits package. Commercial Credit Analyst responsibilities include: Preparing and interpreting spreads of financial statements for our small/mid-market commercial customers. Supporting the Bank’s lending activities by providing insightful and timely credit analysis of prospective and current borrowers, including interpretation of financial statements, collateral and cash flows. Interacting with commercial bankers, loan officers, credit manager, other lending support staff, customers, accountants, and appraisers. Analyzing financial data to determine the merits of loan requests. Spreading and analyzing financial statements utilizing spreading software. Performing other duties and special projects 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: Bachelor’s degree in accounting, finance, or business administration preferred; accounting/finance experience is beneficial. The appropriate combination of education and experience will be considered in lieu of a degree. Two or more years of credit analysis experience preferred. Familiarity with financial statement spreading software (Moody’s, Baker Hill, etc.) is beneficial. Must possess attention to detail, accuracy in work performed, and can multi-task while maintaining focus. Strong Analytical, math, and problem-solving skills. Excellent PC skills required; must demonstrate the ability to mentor/coach other team members while completing own work at a high level. Knowledge of nCino and SalesForce is helpful but not required. The next step is yours.  Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

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.