Bell Bank · 1 month ago
Senior Accounting Operations Specialist - Equipment Finance
Bell Bank is the largest family-and employee-owned bank in the upper Midwest, and they are seeking a Senior Accounting Operations Specialist to assist with reviewing equipment finance transaction documents and processing activities related to servicing the portfolio of contracts. The role involves performing account reconciliations, providing customer service support, and assisting with financial reporting and software testing for the Lease/Loan operating system.
BankingFinanceFinancial Services
Responsibilities
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
Qualification
Required
BA or BS degree in accounting, finance, or related field or equivalent work experience
5 or more years of experience in leasing or financial services; or appropriate combination of education and experience
Proficiency with computer technology
Strong customer focus and attention to detail
Excellent analytical and problem-solving skills
Professional written and communication skills
Ability to deal with multiple tasks and deadlines
Effective time management and organizational skills
Prompt and reliable attendance
Preferred
3 or more years of experience in the equipment finance sector preferred
Lease accounting experience preferred
Benefits
Healthcare, (medical, dental, vision)
Employee stock ownership program
401(k) contribution and profit-sharing plan
Company
Bell Bank
People matter at Bell Bank – and it shows in how our team members treat each other, our customers and those around us.
Funding
Current Stage
Late StageLeadership Team
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