Account Manager

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

We are seeking a bookkeeper skilled in Quickbooks and Excel with the aptitude for office duties. Spanish is necessary. Please attach your resume. Se necesita un asistente en contabilidad con conocimientos en Quickbooks y Excel y con aptitud para trabajo generales de oficina. Es necesario que hable Ingles. Por favor, adjunte su currículum.

Are you motivated by leading conversations, driving your own income, getting things over the finish line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients’ needs and developing prospects. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker / dealer operations and financial services industry, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts. Location Palo Alto, California Job Type: Full-time Salaried Pay: $50,000.00 - $60,000.00 per year Base plus Bonus (Uncapped) We Offer: Base Salary, and performance bonuses, 401(k), Health, Dental, Vision, and Life Insurance, Paid time off, Tuition reimbursement Tools and training for lead prospecting, database, best practice playbooks, and guided sales application. Training in the building of a vibrant client base where one can exceed client expectations and maintaining a base of clients in the Financial Services Industry. Essential Functions and Responsibilities: Generate new business through effective networking, referral generation, and local prospecting, with a demonstrated passion and curiosity about local businesses and the start-up industry Identify key decision makers through face-to-face, phone, email, LinkedIn and other contemporary methods of prospecting Provide exceptional ongoing account management to existing clients to ensure their financial success Complete client fact finders and update financial plans. Use Redtail CRM to effectively manage both client and prospect workflow Communicate client requests to the Financial Advisor. Deepen client relationships and establish credibility and rapport both in-person and via phone Identify potential benefits and services to enhance customer’s financial relationships. Contact new/existing customers to discuss how specific investments and services can meet their needs. Prepare sales presentations/proposals to explain investments and services to a potential client. Complete expense reports, sales reports, (including referrals) and other paperwork. Verify delivery schedules, paperwork flows, mailings and promos to exceed client expectations. Attend weekly sales meeting and other meetings as required depending on position and need. Manage multiple and competing priorities on a daily basis in pursuit of business objectives. Qualification Requirements 2+ years of proven success in business development and sales. Must be a results-oriented self-starter and have a record of success working in a goal-oriented, highly accountable environment. Strong verbal and written communication and presentation skills Proficiency in MS Office Suite (Word, Advanced Excel, PowerPoint) and CRM software Ability to manage, set and meet deadlines and to operate with a sense of urgency. Excellent organizational and multitasking skills. Exceptional problem-solving skills and attention to detail. High level of professionalism with strong customer service skills. Strong Organizational and Productivity skills; able to work independently and effectively manage multiple tasks and once including long term and time sensitive projects simultaneously. Certificates, Licenses, Registration Series 7 required. Series 65/ 66 preferred. Education / Experience Bachelor’s degree preferred but not Required. Business related major a plus. Previous experience in the independent financial services firm a plus. Military experience a plus and encouraged to apply Management experience a plus Family business background a plus

Job Type Full-time Description The Center for Family Life in Sunset Park (CFL), a neighborhood-based family and social services organization in Sunset Park, Brooklyn, is looking for a dynamic and mission-driven Small Business Developer to join our team. At CFL, we are dedicated to fostering positive outcomes for children, adults, and families through comprehensive services that make a lasting impact. Our Cooperative Development Program (CDP) is a nationally recognized leader in developing worker cooperatives in low-income communities. Since 2006, we have launched 25 worker-owned cooperatives, supported over 540 worker-owners, and trained 50+ organizations in cooperative development. Together, we’re creating a new economy where workers are at the heart of the system. We’re looking for you—a bilingual (Spanish-English) professional eager to make a difference by supporting women, fostering economic equity, and shaping thriving small businesses. What You’ll Do As a Small Business Developer, you’ll play a key role in strengthening worker cooperatives and advancing CFL’s initiatives. You’ll have the opportunity to: Business Development (30%) Organize and inspire community groups to develop cooperative businesses. Support domestic workers in establishing strong governance and management systems. Collaborate with organizational partners to amplify business development efforts. Provide tailored guidance and resources to help participants navigate their entrepreneurial journey. Innovate and refine CFL’s cooperative development tools and guides. Technical Assistance (30%) Deliver hands-on business management support tailored to each cooperative’s stage of growth. Coach worker-owners to build leadership and management skills. Conduct essential research (e.g., market trends, legal/tax issues) and connect cooperatives with relevant resources. Design and lead engaging workshops to strengthen business governance and operations. Mediate and support resolution of conflicts within cooperative groups. Project Management (30%) Use project management tools to organize and execute initiatives effectively. Foster clear communication among stakeholders and adapt strategies as needed. Ensure deliverables are met while navigating ambiguity with confidence and creativity. Program Administration (10%) Participate in team meetings, data tracking, and reporting efforts. Contribute to outreach, training, and special projects as required. What We’re Looking For We’re seeking candidates who are: * Bilingual and bicultural: Fluency in English and Spanish is required. * Skilled facilitators: Capable of leading workshops and group meetings with ease. * Project-savvy: Experienced in managing complex projects, meeting deadlines, and collaborating with diverse stakeholders. * Educators at heart: Familiar with popular education methods for teaching business skills to adults. * Socially conscious: Committed to social justice and economic empowerment, particularly for low-income women. Preferred qualifications include a bachelor’s degree in a relevant field (e.g., Business Administration, Accounting, Community Development) and at least three years of professional experience. An advanced degree or additional technical expertise is a bonus! What We Offer Salary: $50,000–$55,000, based on experience. Benefits: Comprehensive health care (medical, dental, vision), paid sick leave, 14 paid holidays, and 20 vacation days annually. Work Environment: in office work schedule based in Sunset Park, Brooklyn, a vibrant, multicultural community. How to Apply Submit your application via our career portal or send us your resume and cover letter. Applications are accepted on a rolling basis, but we strongly encourage you to apply before November 1, 2025. CFL is an equal opportunity employer. We are committed to building a team that reflects the communities we serve. We encourage women, people of color, LGBTQ+ individuals, immigrants, and people with disabilities to apply. Salary Description $50,000–$55,000, based on experience

Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and advanced financial services to individuals and select group partners. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions.   At Advancial, we always strive to provide the best service and products to our members because we love what we do.  We work together to build a culture that promotes a positive employee experience.  We’ve been named a Best Company to Work for in Texas for nine consecutive years and a Best and Brightest Company to Work For nationally and locally because we’re serious about building fulfilling careers and not just day jobs.   We invite you to learn more about this position and what Advancial has to offer by completing our online application.  Advancial Federal Credit Union participates in the Electronic Employment Verification process.  Please click here for more information. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please complete the form below. If you’d like to view a copy of the company’s affirmative action plan, please complete this form. SUMMARY The Regulatory Reporting Financial Specialist is responsible for compiling, analyzing, and reporting financial data to ensure compliance with regulatory requirements. This role will involve generating various regulatory reports as mandated by federal and state agencies while maintaining the integrity and accuracy of financial information.   ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.  In addition, other duties may be requested/assigned.   Prepares, reviews, and submits timely regulatory reports, ensuring they meet compliance standards and internal policies.   Conducts detailed analyses of financial data to identify trends, variances, and ensure accuracy in reporting.   Collaborates with accounting and finance departments to gather necessary data for comprehensive regulatory reporting.   Monitors changes in regulations to ensure compliance and accuracy in all reports provided to regulatory bodies.   Assists in the preparation and filing of quarterly and annual reports, as well as other ad-hoc regulatory reports as required.   Maintains thorough documentation supporting all reporting processes to facilitate audits and inquiries.   Responds to inquiries from regulatory agencies regarding submitted reports and data.   Provides support during audits by preparing required documentation and explanations of financial data.   Participates in ongoing training to remain updated on regulatory changes and industry best practices.   Ensures compliance with all internal controls and policies related to the reporting process.   Performs special assignments or projects as requested by finance leadership.   Maintains proficiency with reporting software and financial systems necessary for performing job duties.   The base range for this position is $75,000/yr. - $95,000/yr. based on experience, plus up to 8% incentives. Requirements EDUCATION and/or EXPERIENCE Bachelor's degree (B.S.) in Finance, Accounting, or a related field, with at least three years of experience in financial reporting, regulatory compliance, or a similar role. Strong proficiency in Excel and reporting tools is strongly desired.   OTHER KNOWLEDGE, SKILLS AND ABILITIES In-depth knowledge of federal and state regulatory reporting requirements applicable to credit unions and financial institutions.   Strong analytical skills with the ability to interpret complex financial data and generate insightful reports.   Proficient in financial reporting software and tools, with a keen understanding of accounting principles.   Excellent attention to detail and ability to maintain accuracy while working under tight deadlines.   Strong communication skills, both written and verbal, to interact effectively with regulatory agencies and internal teams.   A proactive approach to identifying issues and implementing solutions related to regulatory compliance.   Ability to adapt to a rapidly changing regulatory environment and to foster a culture of compliance within the organization.   Commitment to maintaining a positive workplace culture and promoting respectful and collaborative relationships with all stakeholders.

A professional consultant needs a reliable assistant to help in a home office with: Sending messages and making phone calls ,Paperwork and filing Keeping the office organized and maintained Requirements: Must speak both English and Spanish Must be responsible and organized Looking for a long-term, stable job Hours: Monday to Friday, 9 AM to 4 PM Pay: $18 per hour If interested, please reply with your name, phone number, and detailed information about yourself. No response will be given to those who do not include complete details and a valid phone number. Asistente de Oficina – Bilingüe (Inglés y Español) Se necesita un asistente confiable para ayudar a un consultor profesional en una oficina en casa con: Envío de mensajes y llamadas telefónicas Trabajo de oficina y organización de documentos Mantenimiento y orden de la oficina Requisitos: Debe hablar inglés y español con fluidez Persona responsable y organizada Buscando una oportunidad estable y a largo plazo Horario: Lunes a viernes, de 9:00 a. m. a 4:00 p. m. Pago: $18 por hora Si está interesado(a), responda con su nombre, número de teléfono y una descripción detallada sobre usted. No se responderá a quienes no incluyan información completa y un número de teléfono válido.