Senior Accounting Operations Specialist - Equipment Finance

The Senior Accounting Operations Specialist will assist the team with reviewing equipment finance transaction documents prior to booking in the Lease / Loan operating system. Process activities related to servicing the portfolio of contracts. Perform account reconciliations and other related accounting functions. Provide customer service support.

Primary Duties :

• Process account reconciliations on a regular basis.
• Responsible for assisting with the development, implementation, and documentation of accounting processes and procedures.
• Support the Accounting Team with software testing for additional upgrades and future development of the Lease / Loan operating system platform.
• Assist with financial and ad hoc reports to the division and bank.
• Review and process incoming and outgoing payments including checks, ACH, and wire transfers, including those with other bank syndicate partners.
• Perform an audit of transactions for proper classification and accuracy, both simple and more complex, prior to booking and restructuring in the Lease / Loan operating system.
• Process all aspects of servicing activities, including but not limited to, payment posting, restructures, charge offs, and contract terminations in the Lease / Loan operating system.
• Provide customer support through the Equipment Finance email inbox and customer service phone line.
• Independently calculate payoffs for loans and leases, including more complex leases.
• Provides assistance with sales / use tax and personal property tax questions.
• Assist the Accounting Team with requests from auditors, regulators, and internal business units.
• Conduct business that upholds a high level of ethical standard.
• Know by name and face as many customers and employees as possible, calling them by name as often as possible.
• Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
• Know, understand, and live the company values and bottom line.
• Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations.
• All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
• Prompt and reliable attendance.
• Perform other duties as assigned.

Job Skills Required :