Loan Accounting Specialist

Minimum Education & Experience
Bachelor's degree in business, Finance, or a related field preferred, with 3-5 years of relevant professional experience in loan operations, accounting, or cash management.

Role Overview
We're seeking a detail-oriented and highly accountable professional to join our team in a critical operations role supporting loan accounting and cash management functions. This position plays a key role in ensuring the accurate and timely movement of funds, integrity of loan data, and seamless support for both internal teams and customers.
You'll be trusted to manage financial transactions, support loan onboarding and maintenance, and help drive operational excellence through accuracy, responsiveness, and process adherence. This role offers the opportunity to build deep expertise in loan systems, payment operations, and financial controls while contributing to a high-performing team.

Key Responsibilities
- Execute and oversee daily cash management activities, including wires, deposits, disbursements, and lockbox operations
- Initiate, verify, and approve fund transfers in alignment with customer needs and internal controls
- Support onboarding of new loans and renewals, ensuring accuracy of documentation and system setup
- Maintain loan data integrity, including updates, modifications, and ongoing system maintenance
- Process loan disbursements (checks, wires, electronic payments) within established deadlines and compliance standards
- Review exception reports and proactively resolve discrepancies across cash management products
- Partner with internal teams and branches to research and resolve issues quickly and effectively
- Manage vendor setup and maintenance for accounts payable processes
- Monitor inbound transactions and ensure timely communication with stakeholders
- Support customer inquiries and provide solutions to moderately complex issues
- Contribute to continuous improvement efforts, ensuring processes are efficient, documented, and compliant

What You Bring
- Working knowledge of accounting principles and financial systems
- Strong attention to detail with a commitment to accuracy and accountability
- Ability to manage multiple priorities in a deadline-driven environment
- Effective communication skills, both written and verbal
- Proficiency in Microsoft Office applications
- Collaborative mindset with the ability to work cross-functionally
Preferred:
- Familiarity with loan documentation, real estate/title processes, or financial services operations
- Experience with loan accounting or cash management systems

Work Environment & Expectations
This role involves extended periods of sitting and computer work, with occasional lifting (up to 50 lbs). Regular attendance and adherence to established schedules are essential to support time-sensitive financial operations.

Confidentiality & Compliance
This position requires handling sensitive financial and customer information. A high level of professionalism, discretion, and adherence to privacy and security standards is essential. Compliance with all internal policies and regulatory requirements is mandatory.

Why Join Us
You'll be part of a collaborative, mission-driven team where your work directly impacts operational accuracy and customer experience. We value precision, accountability, and continuous improvement-and we invest in our people to help them grow.