Loan Reconciliation Specialist - Ridgeland, MS jobs in United States
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BankPlus · 1 day ago

Loan Reconciliation Specialist - Ridgeland, MS

BankPlus is a high-performing TEAM committed to fulfilling promises and building lasting relationships. The Loan Reconciliation Specialist will be responsible for researching and balancing the Loan Settlement Account, ensuring compliance with established processes and service standards.

BankingFinancial ServicesVenture Capital

Responsibilities

Research and reconcile simple to moderate out of balance conditions for all loan accounts on Jack Henry Silverlake
Research and balances individual loan processor’s transactions, when applicable, and passes any correcting entries that may be required
Provide support when needed for loan reconcilement and all other duties as assigned
Perform other reconciliation duties as needed
Back up Loan Servicing as needed
Assist Loan Officers/Loan Assistants with loan transaction inquiries
Perform other duties as assigned
Back up Escrow and Compliance areas
Maintain a thorough knowledge of Bank products, services, policies, procedures and appropriate regulatory issues as related to daily job functions including but not limited to: Bank Secrecy Act; Privacy Act; Fair Lending Act; Regulation E, etc. Complete required compliance training and adhere to the Bank’s standard of conduct
Participate in the bank’s High-Performance Rewards Connections Program
Make referrals to Mortgage Center and Wealth Management

Qualification

Loan reconciliationFinancial calculationsMicrosoft Office SuiteProblem solvingVerbal communicationWritten communication

Required

Two years of lending assistant experience or working with loan transactions
Ability to review and reconcile a heavy volume of transactions and provide solutions to most problems
Solid problem solving and extensive knowledge of financial calculations required
General computer and typing experience with Microsoft Office Suite, to include Excel, Word, and Outlook
Excellent verbal and written communication skills
Work outside of regular business hours, as deemed necessary
Ability to make difficult decisions and handle multiple tasks with daily deadlines

Preferred

Bachelor's Degree preferred

Benefits

Participate in the bank’s High-Performance Rewards Connections Program.

Company

BankPlus

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BankPlus is a banking firm that provides retail banking, investment, and lending services.

Funding

Current Stage
Late Stage
Total Funding
$2.48M
Key Investors
Community Development Financial Institutions Fund
2023-04-10Grant· $2.48M

Leadership Team

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Alison Tyler
Executive Vice President & Chief Human Resources Officer
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Gabe Baldwin
Executive Vice President, Chief Community Banking Officer, President - BankPlus Mortgage
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Company data provided by crunchbase