Operations Reconcilement Team Leader at TowneBank Mortgage in Suffolk, VA

Job description

• The Operations Reconcilement Team Leader is responsible for performing daily and monthly Operations related to general ledger reconcilements and research/clear outages in a timely manner.
• The good-faith compensation range for this role is expected to be $53,000 to $65,000, based on the role, market, internal equity, and candidate qualifications.

Responsibilities

• Leading Presentations related to the inner working of the Core Balancing Team for our Training and Development Team.
• Participating in meetings along with Core Applications Balancing Manager and other LOB, related to merger balancing, new product balancing and issue resolution for items related to the Core Balancing Team.
• Assist the Core Applications Balancing Manager in working with the LOB related to compliance and risk management.
• Manage the rotation for review of the departmental policies and procedures.
• Manage the rotation of the General Ledger accounts balanced by the Core Balancing team to ensure that everyone is cross-trained.
• Assist the Core Applications Balancing Manager with approving and maintaining the daily schedules and approvals of timecards and vacations.
• Compiling all daily reports from various internal sources
• Using program tools along with research to reconcile all loan general ledger accounts daily.
• Perform research and follow-up to ensure outstanding entries are cleared in a timely manner.
• Perform training and provide guidance to all bank employees to assist with proper entry of transactions.
• Note any concerns, errors, or unusual activity to management.
• Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
• Performs other duties as required or assigned which are reasonably within the scope of the duties in this job classification.

Requirements

• A High School graduate degree or equivalent
• Previous experience in a financial or accounting environment
• Exquisite member service skills in person, on the telephone, and through email.
• Must be able to work independently, use logic and judgement to make appropriate decisions, and work well under pressure to meet deadlines.
• Proficiency in Excel, Outlook and Microsoft Office Products
• Education with an emphasis in Business, Finance, or Accounting
• Previous work experience in banking or account reconcilement.
• Working knowledge of FIS Insight Core System helpful.
• Experience in various banking lines of business (Loans, Deposits, ACH, etc)
• Previous experience in supervising others.

Skills

Required

• Exquisite member service skills
• Ability to work independently
• Use logic and judgement
• Work well under pressure
• Excel
• Outlook
• Microsoft Office Products
• FIS Insight Core System (preferred)