Treasury Management Officer - To 125K + Bonus - Milwaukee, WI - Job 3362

Position Overview: We are seeking a highly skilled Subject Matter Expert (SME) with specialized knowledge of Treasury Management and Business Banking. This SME will provide strategic insights and actionable recommendations to enhance Treasury and Business Banking initiatives, product development, client segmentation, and digital transformation efforts. The ideal candidate will also bring strong sales and pre-sales experience to support go-to-market execution, client engagements, and revenue growth initiatives across business banking and treasury services. Key Responsibilities: Provide deep domain expertise on Treasury Management and Business Banking product suite, including cash management, payments, liquidity solutions, fraud mitigation, and digital banking platforms. Collaborate with cross-functional teams (product, marketing, sales, operations, digital, and compliance) to shape the strategy and optimize client experiences. Evaluate competitive landscape and market trends to inform strategic positioning and product differentiation. Advise on enhancements to existing product offers and help identify opportunities for innovation and expansion. Support creation and refinement of deliverables, including customer personas, value propositions, sales enablement tools, training content, and launch readiness plans. Act as a trusted advisor on regulatory, operational, and risk considerations impacting treasury and business banking solutions. Participate in stakeholder meetings and workshops, translating technical banking insights into actionable business recommendations. Thought Leadership  Able to understand client needs, develop proposed solutions, and deliver high-impact initiatives by consulting and partnering with our clients to help them support and transform their Treasury Management and Business Banking  Business and advance their position in the market. Build client relationships to sustain Incedo’s profile as a long-term trusted advisor and partner.  Develop unique points of view on Treasury Management and Business Banking  topics relevant to our clients such as improving client satisfaction, achieving sales and revenue targets, and operational efficiency.  Manage and coach junior team members while continuing to grow your own expertise to help Incedo  maintain its thought leadership position.    Sales & Origination  Originate, qualify, and close new opportunities for Incedo with our Banking and Capital Markets clients especially in the area of Treasury Management and Business Banking (product suite, including cash management, payments, liquidity solutions, fraud mitigation, and digital banking platforms), including sales (advisor) enablement, go-to-market strategies, direct to consumer growth, lead management, and sales operating model design.  Drive pipeline opportunities from initial idea to contract to implementation, leveraging the best capabilities and offerings across Incedo  Manage performance and profitability of sold deals, and identify opportunities for extension, cross-sell, or up-sell.     Required Qualifications: 10+ years of experience in business banking and/or treasury management, with strong knowledge of the banking ecosystem preferred. Prior experience in a subject matter expert, product management, consulting, or GTM advisory role within a financial institution or fintech. Proven sales and/or pre-sales experience supporting commercial banking or treasury solutions, including direct client interaction, RFP/RFI responses, solutioning, and contributing to revenue generation. Deep understanding of treasury frameworks, customer segmentation strategies, and commercial banking client needs (SMB through mid-market). Experience partnering with sales teams to develop value-based propositions, respond to client-specific requirements, and support product demonstrations. Familiarity with relevant banking regulations (e.g., ACH, NACHA, KYC/AML, PSD2, etc.) and risk/compliance considerations. Strong analytical, communication, and stakeholder management skills. Ability to synthesize complex financial products into clear, client-centric messaging and insights. Experienced with managing executive level client relationships, acting as a trusted advisor, while managing junior team members to deliver high-quality solutions.  Ready to dive deep into problem solving using creative and analytical thinking to transform challenges into opportunities.  Energized by working in an agile, fast-paced environment and are at your best when collaborating with a team.  Familiar with the selling processes and have pitched proposals and solutions to help solve client challenges.  Preferred Qualifications: Previous consulting or pre-sales engineering experience with a U.S. commercial bank or fintech serving business clients. Knowledge of digital transformation trends and innovations in cash management and business banking. MBA or relevant financial certifications (e.g., CTP, CFA, PMP) are a plus

Celsius, based in Boca Raton, FL, is a global consumer packaged goods company with a proprietary, clinically proven formula for its master brand CELSIUS®, a lifestyle energy drink brand born in fitness and a pioneer in the rapidly growing energy category. Celsius Holdings, Inc. also includes Alani Nu, a premium active nutrition and better-for-you brand, further expanding our reach across the health and wellness space. At Celsius, we pride ourselves in providing our employees with a culture and atmosphere of inclusiveness that challenges individuals to be thought leaders, innovators, and game changers—as every employee is an owner of the CELSIUS® brand upon joining the organization. If you are looking for an exciting opportunity to join a fast-growing team in a role that provides professional and personal growth, we encourage you to apply to our Senior Treasury Analyst opening. We promptly review all applications. Highly qualified candidates will be contacted for interviews. This is an in office, full time position at the CELSIUS HQ in Boca Raton, Florida. Ready to energize your career? Join a team that’s pushing boundaries and redefining what it means to LIVE FIT. Position Overview: The Senior Treasury Analyst plays a critical role in managing the organization’s cash operations and liquidity strategy. This role is responsible for the execution and oversight of daily cash management operations, supports liquidity planning, and the optimization of banking structures. This role will liaise with the Accounts Payable function to ensure timely and accurate payments to suppliers. The incumbent ensures the organization maintains financial flexibility, mitigates risk exposure, and enhances operational efficiency in alignment with treasury best practices. Location: Boca Raton, FL (Onsite @ HQ Daily) Role Type: Full-Time, In-Office Requirements Bachelor’s degree in Accounting, Finance, or a related field. 3–5+ years in treasury or related financial roles. Skilled in managing competing priorities and building new workflows. Must have established background in Procure to Pay process. Strong analytical and organizational skills as well as close attention to detail. Knowledge of U.S. GAAP and Internal Controls. Process Management skills. Intermediate to advanced Office 365 skills (Word, Excel, Outlook). Ability to communicate effectively, orally and in writing, at all levels of responsibility. Capability to thrive in a fast-paced environment, both independently and collaboratively. Demonstrated ability to break down problems, investigate root causes and identify timely resolutions. Demonstrable understanding of accounting concepts. Transactional and analytical experience. Experience with SOX and SDLC requirements preferred. Experience with Great Plains software a plus. Key Responsibilities: Cash Management: Monitor daily cash position, optimize cash flow, and ensure adequate liquidity for operations. Forecasting: Prepare short- and long-term cash flow forecasts and variance analyses. Treasury Reporting: Prepare treasury dashboards and report on treasury related KPIs monthly. System Management: Utilize treasury management systems (TMS) and banking platforms. Risk Management: Monitor and mitigate financial risk, including detailed review of AP payment batches. Internal Controls: Ensure compliance with SOX and internal control standards. Project Support: Support or lead treasury-related projects, such as bank transitions, automation, or process improvement. Oversee daily operations related to cash disbursements, collections, and banking transactions. Support team members managing invoices, vendor payments, and account reconciliations. Manage activities tied to financial compliance, such as tax reporting (e.g. 1099s), unclaimed property, accruals, and expense allocations. Ensure accurate processing of payments including vendor invoices, customer refunds, and escheatment. Maintain and improve procedures related to treasury operations, ensuring robust internal controls and risk mitigation. Participate in company-wide projects, including system implementations, process enhancements, and strategic financial planning. Stay current on industry best practices and technology innovations relevant to treasury and operational finance. Coordinate month-end closing tasks and ensure financial accuracy and timely reporting. Analyze budget performance monthly and provide variance feedback to financial planning stakeholders. Assist Cash Management Team with any ad hoc research and reporting projects. Develop and maintain monthly trend reports (DPO). Contribute to external financial reporting needs, including quarterly and annual filings as required. Benefits Comprehensive Medical, Dental & Vision benefits Long- and short-term disability Life insurance 10 Vacation days per year, subject to accrual policy 11 Company paid holidays 401(k) with Company match Identity theft and legal services The base pay range for this position is for a successful candidate within the state listed. The successful candidate’s actual pay will be based on multiple factors, such as work location, job-related knowledge, skills, qualifications, and experience. This position may be eligible for other compensation, including bonuses and Restricted Stock Units (subject to company plans). Celsius Holdings, Inc. celebrates diversity and is committed to creating an inclusive environment for all employees. We are proud to provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to age, ancestry, citizenship, color, family or medical care leave, gender identity or expression, genetic information, immigration status, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran or military status, race, ethnicity, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable local laws, regulations and ordinances. We believe strongly in fostering a safe, fair and respectful work environment. If you need assistance and/or a reasonable accommodation due to a disability during the application process, please reach out to careers@celsius.com. The above information has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

The United States Department of State, Bureau of Political-Military Affairs, Office of the Directorate of Defense Trade Controls (PM-DDTC) is responsible for the regulation of defense trade through the Arms Export Control Act (AECA) and its implementing regulations, the International Traffic in Arms Regulations (ITAR). DDTC regulates temporary and permanent exports and the temporary import of defense articles, defense services, and technical data involving items on the United States Munitions List (USML). DDTC regulates the brokering of defense articles, defense services, and technical data. DDTC maintains the registration of manufacturers, exporters and brokers and issues export authorizations. DDTC administers the commodity jurisdiction process, a formal USG decision process to determine which specific items are controlled by the USML or by the Department of Commerce’s Export Administration Regulations. DDTC ensures compliance with the ITAR and AECA through its support of criminal enforcement actions undertaken by the Department of Justice, civil enforcement actions initiated in-house, disclosure program through which companies are encouraged to report violations they have discovered, and pre- and post-license checks to confirm that goods are being shipped as authorized by the export license.   Facilitates the registration of exporters, manufacturers, and brokers under Parts 122 and 129 of the ITAR under close supervision. In accordance with established office policies and procedures, reviews information submitted by registrants to meet the requirements of Section 122.2 concerning criminal violations or indictments under relevant statutes (Section 120.27), as well as foreign ownership and control, and notices of changes submitted as required under Section 122.4 concerning foreign ownership and control. Facilitates attendant review of mergers and acquisitions involving registrants. Resolves routine matters with regard to company registration and requests for change in registration and refers unique matters to supervisor and senior staff for resolution. Reviews and take action on license request that are the subject of a “Watch List” hold for enforcement reasons. The Watch List has entities that are suspected, alleged, indicted or convicted of civil and criminal violations of the AECA and ITAR and certain “enumerated statutes.” Action on a license hold is based on all available information (e.g., Watch List entry, office files and computer database searches), coordination with law enforcement and consultation with the supervisor. Takes initial action on all incoming voluntary disclosures from the defense industry on civil violations of the AECA and ITAR. Reviews and writes summaries of incoming voluntary disclosures to be triaged by the supervisor. For disclosures of a minor violation, create a computer record and draft a response for the chief’s signature. For incomplete disclosures, draft a letter with response deadline for the chief’s signature, maintain a tracking system and insure receipt of full disclosure information. For all other violations, create a computer record and assign to appropriate employee. Reviews various cases involving violations of the AECA or ITAR and after consultation with supervisor, plans an approach, conducts fact-finding, performs record searches and documents conclusions. Using generally established format as a guide, prepares letters of response for supervisor to pursue and close each case. Reviews and takes action on voluntary disclosures assigned by the supervisor, initially working minor violations. Follow office policies, procedures, and guidance received from the supervisor or senior specialist. Plan an approach, conduct fact-finding, perform search of records, attend meetings and then document findings. Initiate discovery of additional facts. Consult with supervisor and take action. Prepare letter for supervisor signature responding to the violation, including requirement for corrective action to close each case. Perform any follow-up as directed by supervisor. Performs record searches, reviews and analyzes license approvals, produces comprehensive reports of finding and provide information that support criminal investigations by the DHS ICE, FBI, and U.S. Attorneys. Participates in the Company Visit Program through periodic, domestic travel around the U.S to pre-selected defense companies. Gather information, prepare plan, conduct visit and report on findings. Maintains a list of parties debarred and ineligible to participate in the export of defense articles and services under the ITAR for use by the Department and the defense industry. Monitors compliance cases involving statutory debarment of individuals or companies convicted of violating the AECA. Reviews case files, indictments and court orders. Reports findings to supervisor. As directed, processes requests for reinstatement of export privileges upon termination of debarment. Engages with the Committee on Foreign Investment in the U.S. (CFIUS) process. Reviews requests from the regulated public for advisory opinions regarding application of the ITAR, and prepares responses for review, approval and signature by supervisor. Reviews compliance issues arising from registration, mergers and acquisitions, CFIUS, and other contexts, and takes appropriate action as directed by supervisor. Performs special projects or tasks as assigned by supervisor or senior specialist. Performs all other duties as assigned, including escorting and administrative tasks. Reviews license requests referred from DTCL to ensure appropriate compliance with registration requirements. Initiates inquiry with and obtains appropriate documentation from US parties or other DDTC elements. Prepares final action for senior staff approval. Updates and maintains State Department’s Watch List database of entities of concern, both to comply with the AECA and to support foreign policy implementation via arms export licensing. Helps identify and implement technical improvements to the system. Helps monitor team efforts to expand and refine abilities, respond to shifts in workload, and maintain high quality work products. Coordinates and liaises with interagency non-proliferation and export control community on arms trafficking/proliferation matters involving the AECA and ITAR, as well as international export control outreach. Coordinates with the Office of Defense Trade Controls Licensing on compliance and enforcement matters, including license suspensions, revocations, denials, and eligibility to participate in defense trade. Helps coordinate plans and operations within DDTC to help identify and prevent violations of U.S. export laws and regulations and support remedial action, such as civil enforcement and/or prosecution of individual or corporate violators of the AECA/ITAR. Working with other DTCC staff, conducts pro-active outreach to the U.S. and foreign defense community to promote compliance with U.S. export laws and regulations. Speaks at government and industry conferences. Participates in Company Visit program activities. Responds to inquiries concerning compliance matters. Requirements Bachelor’s Degree or combination of post- high school education and three years of experience with regulatory compliance or civil or criminal enforcement. Good judgment and ability to work with supervision. Good interpersonal skills and ability to resolve disputes in a timely and professional manner. Good written and verbal communication skills and presentation skills. The candidate should be prepared to provide writing samples. Good organizational skills including the ability to assist on multiple projects consistent with established timeframes. Ability to synthesize information and develop recommendations for management based on an analysis of the information. Has working knowledge of Microsoft Office Suite programs and be able to operate all office equipment including but not limited to: telephones, copy machines, fax machines, scanners, printers, and computers. May be required to travel within domestic and/or international. Requires at the minimum, a security clearance of Secret with the ability to obtain a Top Secret or Top Secret/SCI at the request of the COR. Other Duties:   Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.  

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

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

SimpleCITI Companies, Hiring for SimpleEQUITIES* SimpleCITI Companies specializes in Commercial Real Estate ("CRE") and Specialty Finance. Our portfolio includes 7 Operating and 3 Holding Companies as follows: OPERATING COMPANIES SimpleEQUITIES*: Private Equity Real Estate- Hiring Entity SimpleADVISORY: Advisory Services to SimpleEQUITIES and it's Funds SimpleMANAGE: CRE Property Management to SimpleEQUITIES and other property owners SimpleBRICKS: CRE Development for SimpleMANAGE and other property owners SimpleSPACES: Shared Warehouse Spaces SimpleAID: Litigation Funding SimpleLEND: Private Lending HOLDING COMPANIES SimpleAXCS: Family Office Passive Investments SimpleCORE: Family Office Legacy Commercial Real Estate SimpleOZ: Qualified Opportunity Zone properties Job Description: We are currently seeking a highly experienced and results-driven Director of Equity Capital Markets (ECM) with a deep understanding of capital markets and private equity real estate. In this role, you will be responsible for leading and expanding our capital markets division. Your key responsibilities will be to form and build out direct relationships to: Institutional LP Investors: Pension funds, insurance companies, endowments/foundations, commercial banks, sovereign funds, private equity funds, hedge funds, and mutual funds. Retail Investors: Registered Investment Advisors (RIA), Broker-Dealers (BD), and High-Net-Worth (HNW) individuals. You will need to possess extensive relationships of these contacts, be proficient in capital markets-specific outreach and CRM software, build and manage the requisite team, and attend roadshows, including LP investor presentations, conferences, and trade shows. As the Director of Equity Capital Markets (ECM), you will play a critical role in expanding our investor base and growing our presence in new markets. Forge Elite Connections: Cultivate and solidify relationships with top-tier Institutional LP Investors, including pension funds, insurance giants, endowments/foundations, commercial banks, sovereign funds, private equity funds, hedge funds, and mutual funds. Command Retail Markets: Build and nurture strong bonds with Retail Investors, including Registered Investment Advisors (RIA), Broker-Dealers (BD), and High-Net-Worth (HNW) individuals. Lead Capital Power Moves: Spearhead capital raising initiatives, driving the fundraising process from inception to successful closure, ensuring robust capital inflow. Master CRM Excellence: Oversee the development and optimization of a cutting-edge CRM system to manage investor relationships and streamline outreach efforts. Build a Powerhouse Team: Recruit, inspire, and lead a dynamic, high-performing team dedicated to capital markets and investor relations. Dominate the Stage: Represent the company with authority and charisma at roadshows, LP investor presentations, conferences, and trade shows, captivating new investors and elevating the company’s profile. Strategic Synergy: Collaborate with senior leadership to align bold capital market strategies with the company’s ambitious business objectives and growth trajectory. Requirements Education: Bachelor’s degree in Finance, Economics, Business, or a related field. MBA or advanced degree with distinction highly preferred. Proven Expertise: Minimum of 10 years of stellar experience in capital markets, private equity, or a related field, with a proven track record of securing substantial capital. Strategic Relationships: An expansive, high-caliber network within Institutional LP Investors and Retail Investors, with a knack for building and sustaining powerful relationships. Technical Mastery: Proficient in state-of-the-art capital markets outreach and CRM software, with razor-sharp analytical and strategic planning skills. Inspirational Leadership: Exceptional leadership abilities, demonstrated through the successful creation and management of high-octane teams. Compelling Communication: Superior verbal and written communication skills, with the talent to engage and captivate diverse investor audiences. Industry Savvy: Deep, insightful understanding of capital markets, private equity real estate, and the competitive landscape, with a vision for future opportunities. Benefits Grow your financial package with your results-driven performance and success Competitive Salary | $100,000 - $300,000 Free Coffee & Beverages Full Service Cafeteria & Starbucks Excellent Networking Opportunities & Exposure to Commerical Real Estate Rapidly Expanding Company