Job Requirements:

• Minimum three years of relevant finance and operations experience
• Associate or bachelor’s degree in a business-related field or relevant work experience, accounting degree with CPA and/or experience preferred.
• Government Guaranteed Lending or SBA work experience preferred.
• Basic knowledge and interest in the financial services industry and operations.
• Responsive, friendly, and proactive approach.
• Excellent written and verbal communication skills.
• High attention to detail.
• Ability to work in a high-volume, fast-paced, deadline-driven environment.
• Exceptional organizational and time management skills.
• Ability to multitask and prioritize daily workload.
• Skilled in independently researching and resolving problems.
• Proficient in Microsoft Excel
• Must complete all required training, including Bank Secrecy Act/Anti-money Laundering training, suitable to their position within the bank.

Job Functions:

• Prepare and submit commission workbooks monthly.
• Submit and send referral agreements.
• Prepare monthly journal entries and/or reconciliations for commission and various accounts.
• Process and pay invoices and draws as needed, including reimbursing expense reports.
• Participate in incentive planning and modeling potential commission changes.
• Complete 1086 packages for loan sales as needed.
• Ability to follow and reinforce Standard Operating Procedures while proactively identifying issues.
• Identify areas for process improvement to reduce the risk of errors.
• Maintain timely monthly reporting and tight deadlines.
• Research and resolve data discrepancies and respond to ad hoc requests.
• Provide support for other accounting-related tasks.

Operations Duties:

• Load deferral banners for commission entries.
• Review and process electronic titles, non-post items, and exception reports.
• Serve as a backup to Operations staff.

Physical Requirements:

Prolonged periods sitting at a desk and working on a computer.

Must be able to lift to 25 pounds at times.

EEO Statement:

We are an equal opportunity employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, or any other protected category.

All offers of employment shall be subject to successful completion of all pre-employment screenings, verifications, and processes. Failure to comply with these processes or failure to successfully pass all phases of the pre-employment screening will result in a withdrawal of the employment offer.

Other Duties:

Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, obligations, and activities may change at any time, with or without notice.