
Loan Accounting Specialist
- West Allis, WI
- $22.00-32.00 per hour
- Permanent
- Full-time
- Balance and reconcile the existing loan accounts with the general ledger to ensure the accuracy of all posted entries while identifying and correcting any posting errors.
- Respond to calls and email inquiries related to loan accounts from internal personnel, authorized third parties, and bank customers, including information research and error resolution requests.
- Handle PMI monthly processing, reporting and remittance.
- Assist with escrow functions, which include conducting annual escrow analyses and monitoring payments for hazard insurance.
- Balance and reconcile subsidiary and custodial accounts, including FHLMC custodial accounts.
- Ensure proper interface balancing and act as a backup for investor servicing, reporting, and remittance.
- Review daily reports to identify necessary corrections and adjustments.
- Perform loan data entry of customer and loan information on the IBS loan system.
- Prepare and transmit monthly SBA reports.
- Perform other duties as assigned or required
- Experience in banking, loan servicing or customer service required. Education or experience in accounting is preferred.
- Requires understanding of basic transactions and loan products.
- Ability to gain working knowledge of Tri City National Bank’s policies and procedures, products and services.
- Analytical ability is required involving basic accounting and data processing. Standard methods, guidelines and procedures are generally followed in resolution of such problems.
- Strong organizational, time management skills with keen attention to detail.
- A high degree of customer service orientation is needed for this position, including effective oral and written communication skills, sensitivity, judgement and initiative.
- Ability to perform detailed, time sensitive work and make independent decisions with great accuracy.
- Community Impact: Be part of a local bank deeply rooted in community values, contributing to the growth and prosperity of our neighborhoods.
- Innovation: Embrace a dynamic and evolving work environment that encourages fresh perspectives and continuous learning.
- Career Growth: Unlock future opportunities for personal and professional development as you navigate through our Pathways for Success.
- Celebration of Success: Join a team that values and celebrates individual and collective achievements.
- Work Life Balance: No early mornings or late nights, enjoy a predictable schedule with major holidays off.
- Great Employee Benefits that start on the 1st of the month after your hire date!
- Part-Time:
- 401(k) with company match**
- Up to 20 hours of paid vacation after 6 months
- Full-Time:
- 401(k) with company match
- Tuition reimbursement
- Medical, dental, and vision coverage
- Paid vacation and more!