High School Diploma or GED.
Minimum of 2 years of experience in banking, loan operations or
accounting position preferred.
This position is responsible for the daily reconcilement of more
difficult bank loan general ledgers and records in accordance with
established Bank policies and procedures, alerting the team leader
and management of any and all out-of-balance conditions, and taking
the necessary action to ensure that outstanding outages are
researched and corrected.
CUSTOMER SERVICE SKILLS:
Willingness to provide a level of service which will clearly
differentiate us from our competitors.
Ability to provide excellent service to internal
Ability to interact with outside customers when needed.
Professional demeanor in appearance, interpersonal relations,
work ethic and attitude.
Possess clear, concise, effective written and oral communication
skills to effectively express thoughts, ideas and concepts to
management, bank employees and bank customers in a collaborative
and solutions oriented manner.
Ability to read and interpret documents such as safety rules,
operating and maintenance instructions and procedure manuals.
Ability to write routine reports and correspondence.
Ability to effectively present information in one-on-one and
small group situations to customers, clients and other employees of
Ability to speak effectively to customers and employees of
Ability to apply common sense understanding to carry out
instructions furnished in written, oral, or diagram form.
Ability to deal with and solve problems involving several
concrete variables in standardized situations.
Able to multi-task and effectively function under stressful
Ability to work in team environment as well as
Ability to perform detailed work.
Ability to maintain confidentiality.
Ability to handle workload pressure and deadlines.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Reconciles loan control account. Loan Control is the clearing
account for the majority of loan transactions processed daily.
Requires a large amount of attention to detail to identify and
clear amounts of transactions.
Identify, research and correct general ledger out of
Communicate outages to various teams within loan operations and
throughout the organization.
Follows up to ensure outages have been corrected and general
ledgers are back in balance.
Reporting & follow-up of reconciling items not cleared
Reviews Account Suspect and post payments as applicable for each
Reconciles unposted loan transactions (business, credit line,
real estate, loan loss applications)
Responds to phone calls relative to group duties and
Provides internal customer support.
Other responsibilities as assigned.
Banking is a highly regulated industry and you will be expected
to acquire and maintain a proficiency in the Bank's policies and
procedures, and adhere to all laws, rules and regulations that are
applicable to your conduct and the work you will be performing. You
will also be expected to complete all assigned compliance training
in a timely manner.
Proficient in Microsoft Office Suite applications: Excel,
Outlook and Word
Ability to enter data in banking related software systems
Must possess quick and accurate keyboard and typing skills.
Accounting skills including understanding of debit and credit
Ability to calculate figures and amounts such as discounts,
interest, commissions, proportions, percentages and volume.