Sr. Trust Officer - To 150K - Chicago, IL - Job 3403b

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.

Mortgage Loan Servicing Representative – To $50K – Milwaukee, WI – Job # 3583 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 Mortgage Loan Servicing Representative role in the Milwaukee, WI market. The successful candidate will be Responsible for escrow and loan servicing tasks, responding to internal and external customer inquiries related to mortgage and consumer loans, providing high-quality customer service and supporting insurance and investor servicing functions as needed. The position includes a generous salary of up to $50K plus incentives and an excellent benefits program.  (This is not a remote position) Mortgage Loan Servicing Representative responsibilities include: Escrow management for the Mortgage and Consumer Loan Portfolio: Establish and maintain escrow accounts within the bank's core system. Perform escrow analyses and ensure timely disbursement of property taxes. Track and address delinquent property taxes. PMI Administration: Activate, disburse, and close PMI. Regulatory and Policy Compliance: Ability to adhere to all regulations, investor requirements, and internal policies. Investor Servicing Support: Assist in the management of investor servicing portfolios, including: Monitoring and maintaining Freddie Mac and FHLB portfolios and associated payment activity. Remitting payments, payoffs, and other transactions to the secondary market, and resolving any edit requests. Performing a variety of investor servicing functions as needed to support ongoing operations. Compiling and forwarding audit documentation in accordance with investor requirements. Executing monthly investor accounting cycles and processing related invoices. Reviewing and working investor-related reports to maintain up-to-date and accurate data. Staying current on investor servicing guidelines and reporting obligations. Perform A+ Warehouse lending responsibilities as needed.  Insurance Monitoring: Monitor, disburse, and scan hazard and homeowners insurance documentation. Establish force-placed flood insurance coverage in compliance with regulatory guidelines. Reporting and Reconciliation: Reconcile internal investor and ledger accounts. Review various reports to identify and resolve exceptions, errors, and out-of-balance items. Loan Servicing Support: Verify year-end loan documentation and work internal loan reports. Perform servicing tasks such as: Credit references and mortgage verifications. Generating and applying payoff requests (via check or wire). File maintenance and construction draw processing. Responding to customer inquiries and servicing requests. Provide excellent internal and external customer service. Any other duties 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: High School diploma or equivalent required. Six months to two years related experience and/or training; or equivalent combination of education and experience. Experience with Jack Henry SilverLake a plus. Strong problem-solving and critical thinking skills. Self-starter, inquisitive, decisive, and accountable. Ability to prioritize and organize workflow, complete simultaneous projects by required deadlines.  Regular, dependable attendance and flexibility in schedule when required. Professionalism in written and verbal communication, demeanor, and appearance; able to interact positively with coworkers and customers. Strong analytical skills, numerical aptitude, and ability to plan ahead and solve problems. High attention to detail and a strong commitment to accuracy. Demonstrates teamwork and initiative to support branch or department success. Take the initiative to learn and share industry knowledge. Accept and deliver constructive criticism with tact and respect. Ability to retain knowledge gained from corrections or errors.Handles confidential conversations and information in a professional and ethical manner, in line with bank policies. 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.

About the Job: Hold Brother's Capital is a self-clearing broker-dealer with a specialization in proprietary trading in US equities markets, headquartered in New York City. We are seeking a highly motivated and Business Development Lead to join our dynamic team. As a key member of our organization, you will play a crucial role in driving sales growth and contributing to the achievement of our business goals. Responsibilities: Work closely with senior management to align with the company's business goals and objectives. Oversee the end-to-end sales process, including lead generation, prospecting, and negotiating final deals. Continuously identify areas for improvement and provide valuable recommendations for change. Cultivate and nurture relationships with external lead sources, such as industry professionals and organizations. Demonstrate comprehensive knowledge of trading practices, market trends, and trading systems to effectively address client needs. Maintain a strong understanding of the company's organizational structure to ensure efficient collaboration across departments. Requirements Demonstrate a proven track record of consistently achieving sales goals. Exhibit exceptional interpersonal skills with the ability to build and maintain relationships with clients and lead sources. Display excellent communication skills, both written and verbal. Maintain a detail-oriented, professional, and polished demeanor. Possess a solid understanding of the company's organizational structure. Have or be willing to obtain the Series 7 license. Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Work From Home Base Salary Range: $55,000 - $80,000 Performance-based commission structure

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

Credit Analyst – To $70K – Homer Glen, IL – Job # 3502 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 Credit Analyst role in the Homer Glen, IL area. The position is responsible for researching and gathering the credit information for pending loan transactions under consideration by the Bank’s Commercial Loan, Commercial Real Estate & Multi-Family departments.   This position analyzes loans up to the Bank’s Legal Lending Limit. The Credit Analyst interprets & analyzes financial information and maintains borrower relationship information in the existing database, ensuring borrower compliance within loan requirements. The opportunity has a generous salary of up to $70K and a benefits package.  (This is not a remote position). Credit Analyst responsibilities include: Analyze, interpret and spread financial statements (internal, compiled, reviewed, audited and tax returns) Prepare presentations for Commercial Loan, Commercial Real Estate & Multi-Family Loan write-ups (financial analysis, collateral analysis, Guarantor analysis and global debt service analysis) Prepare Accounts Receivable aging collateral analysis Complete personal/business debt service Prepare rent roll analyses Identify Loan Policy Exceptions and mitigating factors Communicate with Loan Officers Monitor collateral advances Review field audit reports on asset-based lines Update and maintain customer tickler information on Bank’s internal tracking software Request and analyze credit bureaus and litigation searches Update Commercial Lending Administrative Assistants and Loan Officers on status of weekly write-ups for Loan Committee Calculate loan profitability using internal software pricing model Prepare & maintain Covered Transaction report on a quarterly basis for all loans Adheres to Bank Policies, Code of Conduct and internal controls for which this position is responsible Perform other duties as assigned by supervisor 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 Accounting.  Commercial credit analysis experience preferred. Effective writing and data entry skills. Strong oral communication, effective listening skills, detail oriented and quality customer service skills.  Demonstrated ability to handle difficult and sensitive business situations. Solid analytical, creative and problem-solving abilities. Excellent time management skills and ability to coordinate projects. Established ability to meet deadlines while working on multiple projects. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com