Commercial Product Specialist - Energy Commodities and Freight Analytics

Business Loan Closer – To $60K – Milwaukee, WI – Job # 3343 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 Business Loan Closer role in the Milwaukee, WI area. The successful candidate will be Responsible for assisting the Business Services Department through administration of business loan closings. This role performs a variety of functions related to ordering/requesting of due diligence documentation, ordering and reviewing loan closing documents and managing the closings for business loans. There is regular contact with existing members, prospective members, and other professional providers used by the Business Services Department. The position includes a generous salary of up to $60K plus bonus an excellent benefits package.  (This is not a remote position). Business Loan Closer responsibilities include: Facilitates the loan closing process by serving as liaison between lenders, external legal counsel, title companies, and internal credit and loan processing departments. Manages loan closing pipeline and communicates timelines with internal loan processing department, lenders, title companies, and attorneys throughout the loan process. Requests appropriate supporting documents including organizational documents, title work, flood searches, collateral insurance, loan payoffs, and various due diligence items to verify compliance with loan approval and bank closing procedures. Reviews as needed and requests and updates or corrections warranted. Orders payoffs of liens to be satisfied with new funding. Confirms that title, vehicle and UCC searches were properly executed and to ensure that our collateral position meets standards, obtaining updates/corrections as needed. Prepares necessary checklists for ordering loan closing document package, sending to processor along with all supporting documents and due diligence. Reviews credit approval presentation and completed loan closing package to ensure accuracy and compliance, and adherence, to the loan approval guidelines. Attends in-house closings, as needed, to provide additional support to the lender/member and notary services. Reviews all documents immediately after closing to insure proper signatures were obtained and all required documents were completed in an accurate manner. Sends fully executed loan package to processing staff for booking, filing of liens, payment to vendors and other steps required to complete the loan file. Provides backup support to Processing Staff as required. 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: High school diploma, or equivalent, and a minimum of five years of experience in the preparation and/or review of legal or financial documentation. A combination of education and experience will also be considered. Experience or the ability to gain proficiency in all programs and systems used for this job including Microsoft Office products and systems related to documentation preparation or review or for documentation exception tracking. Excellent verbal and written communication skills, problem-solving skills, and organizational skills and the ability to work independently as a valuable team member in a dynamic environment. Demonstrated knowledge in the structure and requirements of all types of loan processing, real estate and business documentation experience preferred. Proven ability to organize work, balance multiple priorities, and manage a variety of projects in a fast-paced, flexible work environment with strong attention to detail and within a defined deadlines. Demonstrated ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality. Must possess strong interpersonal skills, a positive attitude, and a desire to help people. Must have a thorough understanding of company policies and procedures as they relate to this position. Must understand and comply with all job-related state and federal laws and regulations. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Fortuity Co. is a boutique multi-family office delivering tailored wealth structuring, tax optimization, compliance solutions, and legacy planning to help clients build, protect, and sustain generational wealth with precision and legal clarity. We serve visionary business owners and high-net-worth individuals across multiple jurisdictions, managing business structuring, cross-border compliance, governance, financial reporting, and strategic mapping. We are expanding our high-performance team and have multiple full-time openings at our Sherman Oaks office. These positions are central to keeping our structures compliant, our operations precise, and our clients positioned to thrive across generations. This is your opportunity to join a forward-thinking, innovation-focused family office where accuracy, creativity, and accountability matter. Your contributions will have a direct, measurable impact on client outcomes and long-term legacy planning. -OPEN ROLES - LEGAL CLERK – Entity Governance & Records Oversight: -Support leadership in client-facing governance, document management, and compliance operations -Prepare and file governance documents, contracts, and statutory forms -Maintain and review entity records, agreements, and governance files -Track and manage deadlines for regulatory filings -Oversee version control and digital filing systems -Support due diligence, audits, and compliance reviews -Coordinate with clients, trustees, bankers, and advisors STAFF ACCOUNTANT – Multi-Entity Bookkeeping & Reporting: -Manage full-cycle bookkeeping for individuals, businesses, and trusts -Reconcile bank, credit card, and loan accounts with precision -Maintain general ledgers and record journal entries -Classify and track income, expenses, assets, and liabilities -Prepare internal financial reports to support tax planning -Collaborate with internal teams to ensure records are audit-ready CLIENT SUPPORT – Administrative Account Representative: -Serve as the operations hub for client onboarding and workflow coordination -Establish and track deadlines and follow up until resolution -Monitor and update live case tracking systems to ensure workflow accuracy -Continuously reconcile case status and documentation to maintain up-to-date records -Consistently communicate with clients and maintain professional relationships -Report routine updates to clients and internal teams promptly -Schedule and coordinate meetings, capture actionable notes, and ensure timely follow-up -Proactively field and coordinate internal and external communications to eliminate operational bottlenecks *Tools / Platforms: Microsoft 365 + (Outlook/Teams/SharePoint/Copilot) + Salesforce (FSC for Advisors) + Corvee + Adapt + LexisNexis + Logiqs + **Added-Value / Expertise: Bilingual + Finance + Legal + Accounting + Tax + Compliance + FinTech + Business + Management + Consulting ++ ***Foundational Traits / Success Profile: Collaborative + Solution-Oriented + Fast Learner + Results-Driven + Assertive + Confident + Relentless + Decisive + People Smart +++ Why Join Us: -Work in a fast-moving, innovation-driven culture where your work has immediate impact -Get front-row access to real-world corporate structuring, cross-border tax strategy, and executive-level decision-making -Receive direct mentorship from leadership, accelerating your professional growth -Opportunity to grow within a long-established, recession-resilient firm focused on generational planning We operate with discipline and precision, and we look for professionals who thrive in a structured environment, value integrity, and take pride in producing error-free work product. What We Offer: -Competitive compensation (DOE) with structured performance reviews and growth opportunities -Paid time off and observed holidays -Comprehensive health benefits (medical, dental, and vision) -Career development with ongoing professional training and advancement opportunities -Structured, career-focused work environment where contributions are visible and valued Ready to make an impact? Please send your resume AND cover letter with the role you are applying for in the subject line.

ISDA Rates Documentation - Assistant Vice President Tempe, AZ (4 days onsite, 1 day remote) 95-125K + Bonus + Paid Relocation  We're looking for an Assistant Vice President (AVP) to join our Documentation team, focusing on Over-the-Counter (OTC) Interest Rate and Credit Derivatives. In this role, you'll be instrumental in ensuring the accurate and timely processing and maintenance of all relevant documentation, adhering strictly to departmental procedures. Key Responsibilities As an ISDA Rates Documentation AVP, you'll: Draft & Review Confirmations: Prepare and review ISDA paper confirmations for Interest Rate products. Process Electronic Confirmations: Process and review electronic confirmations via Markitwire for Interest Rate products and TradeServ for Credit Derivatives. Ensure Compliance: Verify all documentation aligns with ISDA standards and market best practices. Resolve Issues: Collaborate with counterparties, Front Office, and Legal to resolve any confirmation discrepancies. Track & Report: Maintain meticulous records of outstanding confirmations and report findings to management. Handle Inquiries: Respond to internal and external inquiries promptly and professionally. Cross-Functional Collaboration: Understand and effectively interface with other units as needed. Support & Projects: Assist the team with ad-hoc requests and project-related tasks. System Enhancements: Participate in user acceptance testing (UAT) for system upgrades, database conversions, and new system introductions. Team Development: Provide training to other team members when necessary. Requirements Qualifications Education: Bachelor's Degree required. Experience: 5-7 years of Interest Rate Documentation experience within a banking or investment banking environment. ISDA Expertise: Proficiency with ISDA Interest Rate Derivatives Definitions is essential. Technical Skills: Proficient in Microsoft Excel and Word. Core Competencies: High degree of accuracy and meticulous attention to detail. Exceptional time management and ability to prioritize multiple responsibilities effectively. Strong organizational skills. Excellent verbal and written communication skills. Robust analytical and problem-solving abilities. Adaptability to change and comfort working in a deadline-driven environment. Ability to work both independently and collaboratively within a team. Benefits Health and wellness benefits Retirement plans Educational assistance and training programs Income replacement for qualified employees with disabilities Paid maternity and parental bonding leave Paid vacation, sick days, and holidays

A client of ours in the Real Estate space is looking to hire a Property Accountant to join their team. This accountant will be focusing on the accounting for the firm's commercial properties and will be reporting directly to the VP Assistant Controller. The ideal candidate has their Bachelors Degree in Accounting or related and has at least 5 years of experience within the real estate space, specifically commercial real estate. They should have a strong understanding of GAAP principles, previous experience with Yardi, and the ability to work in a fast-paced environment. They require 5 days onsite and are located in Manhattan. Appy now for immediate consideration! Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/ Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records. Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future

We are a rapidly growing operator of full-service truck stop/travel centers, quick-serve restaurants, and truck care facilities across multiple states. With over 34 travel centers, and 100+ restaurant units, the company serves thousands of drivers and travelers every day. Known for operational excellence and customer-focused innovation, they are on a mission to scale nationally while maintaining strong regional roots. Position Overview: The Vice President of Finance is a strategic, operationally minded executive leader responsible for driving the company’s financial planning, reporting, and growth strategies, capital markets program of capital growth for the company’s financial needs This role oversees all finance functions, including budgeting, forecasting, financial analysis, capital planning, and risk management. The VP of Finance will partner directly with the CEO and executive leadership team to support strategic capital needs decision-making across all divisions of the business. Key Responsibilities: Strategic Financial Leadership Partner with executive leadership to evaluate new market expansions, capital projects, and operational initiatives. Develop and execute financial strategies to support rapid growth while maintaining profitability and operational efficiency. Operational Finance & Business Analytics Oversee unit-level financial performance across all travel centers, restaurants, and truck care operations. Implement strong financial modeling and scenario analysis to inform operational & growth decisions. Capital & Risk Management Manage relationships with banks, auditors, insurers, and outside investors (if applicable). Support capital allocation decisions, including equipment purchases, location development, and real estate investments. May mitigate financial risk by overseeing insurance policies, internal audits, and compliance initiatives. Team Leadership & Development Foster cross-functional collaboration with Operations and Real Estate/Development. To Apply: Interested candidates should submit a resume and brief cover letter outlining their qualifications and leadership philosophy (resumes without a cover letter will be automatically disqualified). Qualified applicants will be contacted for an initial phone interview. Requirements Required Qualifications: Bachelor’s degree in Finance, Accounting, or a related field (MBA, CPA, or CMA preferred). Minimum 3-5 years of experience Demonstrated success working in a fast-paced, high-growth, operational environment. Experience with real estate finance a must. Preferred Skills: Experience with franchise models, fuel retail, or service center operations. ERP system implementation or integration experience (e.g., NetSuite, Sage Intacct, Oracle). Knowledge of cost accounting, unit economics a plus. Comfortable working in a hands-on, entrepreneurial culture. Benefits Compensation & Benefits: Competitive base salary: (commensurate with experience) Bonus potential Full benefits package (medical, dental, vision, 401(k) with match) Annual merit increases and performance reviews

Senior accountant needed for temporary three to six weeks, or temporary to hire. Must be familiar with QBO, and Desktop preferred. Demonstrated ability to be productive in a moderate to fast moving environment. Experience preference two to five years. Good pay and a supportive office. Please submit your resume, and call 818-704-9400, after submitting your resume for a brief conversation if you are available and have interest in this position. Qualifications apply.