Loan Accounting Specialist

Tri City National Bank

West Allis, WIOn-siteFull time
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Pay
$22 to $32
an hour
Location
West Allis, WI
Work style
On-site
Job type
Full time
Posted
Nov 3
1 day ago
Career path

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About the company

Tri City National Bank

Banking · 201 to 500 employees

Tri City National Bank is not just a bank; it's your community banking partner, deeply committed to prioritizing customers, building strong relationships, and fostering a sense of belonging. Our team-oriented environment offers exceptional opportunities for personal and professional growth, celebrating success, and providing excellent benefits along the way. We believe in unparalleled customer service and the right banking solutions to help fulfill financial dreams and contribute to community growth.

Tri City National Bank on LinkedIn

What you'll do

  • Balance and reconcile existing loan accounts to general ledger
  • Handle calls and email inquiries related to loan accounts
  • Handle PMI monthly processing, reporting and remittance
  • Assist with escrow functions including annual escrow analysis
  • Balance and reconcile subsidiary and custodial accounts
  • Perform interface balancing and serve as back up for investor servicing
  • Review daily reports to identify necessary corrections and adjustments
  • Perform loan data entry of customer and loan information on the IBS loan system

What you need

  • Experience in banking, loan servicing or customer service required. Education or experience in accounting is preferred.
  • Requires understanding of basic transactions and loan products.
  • Ability to gain working knowledge of Tri City National Bank’s policies and procedures, products and services.
  • Analytical ability is required involving basic accounting and data processing. Standard methods, guidelines and procedures are generally followed in resolution of such problems.
  • Strong organizational, time management skills with keen attention to detail.
  • A high degree of customer service orientation is needed for this position, including effective oral and written communication skills, sensitivity, judgement and initiative.
  • Ability to perform detailed, time sensitive work and make independent decisions with great accuracy.
  • Community Impact:Be part of a local bank deeply rooted in community values, contributing to the growth and prosperity of our neighborhoods.
  • Innovation:Embrace a dynamic and evolving work environment that encourages fresh perspectives and continuous learning.
  • Career Growth:Unlock future opportunities for personal and professional development as you navigate through our Pathways for Success.
  • Celebration of Success:Join a team that values and celebrates individual and collective achievements.
  • Work Life Balance:No early mornings or late nights, enjoy a predictable schedule with major holidays off.
  • Great Employee Benefits that start on the 1st of the month after your hire date!
  • Part-Time:
  • 401(k) with company match
  • Up to 20 hours of paid vacation after 3 months (must work an average of 20+ hours per week in order to be eligible for paid vacation.)
  • Full-Time:
  • Tuition reimbursement
  • Medical, dental, and vision coverage
  • Paid vacation and more!

Key skills

accountingloan servicingcustomer serviceAnalytical abilityorganizationaltime managementattention to detail

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Perks

  • 401(k) with company match
  • Tuition reimbursement
  • Medical
  • Dental
  • Vision coverage
  • Paid vacation

See full description on company page, apply now

Read the full posting here
Loan Accounting Specialist Job Locations US-West Allis ID 2026-2300 Category Operations Position Type Regular Full-Time Overview Invest In You! Tri City National Bank is not just a bank; it's your community banking partner, deeply committed to prioritizing customers, building strong relationships, and fostering a sense of belonging. Our team-oriented environment offers exceptional opportunities for personal and professional growth, celebrating success, and providing excellent benefits along the way. We believe in unparalleled customer service and the right banking solutions to help fulfill financial dreams and contribute to community growth. Under the direction of the Loan Services Manager, responsible for balancing and reconciliation of loan related G/Ls and accounts, ensuring all transactions are accurately recorded. Perform daily account maintenance and monetary transactions related to servicing of loans. Responsible for Annual property tax disbursal, monitoring of delinquent taxes and annual review of unclaimed property. Compensation: $22.00 - $32.00 per hour depending on experience. This position is located in office at our Operations Center in West Allis, WI. Responsibilities Balance and reconcile existing loan accounts to general ledger, ensuring the accuracy of all posted entries. Identifying and reconciling any posting errors. Handle calls and email inquiries to Loan Services from internal personnel, authorized third parties and bank customers, related to loan accounts including information research and error resolution requests. Handle PMI monthly processing, reporting and remittance. Assist with escrow functions including annual escrow analysis, monitoring hazard insurance payments. Balance and reconcile subsidiary and custodial accounts to include, FHLMC Custodial Accounts. Perform interface balancing and serve as back up for investor servicing, reporting and remittance. Review daily reports to identify necessary corrections and adjustments. Perform loan data entry of customer and loan information on the IBS loan system. Prepare and transmit monthly SBA reports. Perform other duties as assigned or required Qualifications Experience in banking, loan servicing or customer service required. Education or experience in accounting is preferred. Requires understanding of basic transactions and loan products. Ability to gain working knowledge of Tri City National Bank’s policies and procedures, products and services. Analytical ability is required involving basic accounting and data processing. Standard methods, guidelines and procedures are generally followed in resolution of such problems. Strong organizational, time management skills with keen attention to detail. A high degree of customer service orientation is needed for this position, including effective oral and written communication skills, sensitivity, judgement and initiative. Ability to perform detailed, time sensitive work and make independent decisions with great accuracy. Why Join Us: Community Impact: Be part of a local bank deeply rooted in community values, contributing to the growth and prosperity of our neighborhoods. Innovation: Embrace a dynamic and evolving work environment that encourages fresh perspectives and continuous learning. Career Growth: Unlock future opportunities for personal and professional development as you navigate through our Pathways for Success. Celebration of Success: Join a team that values and celebrates individual and collective achievements. Work Life Balance: No early mornings or late nights, enjoy a predictable schedule with major holidays off. Great Employee Benefits that start on the 1st of the month after your hire date! Part-Time: 401(k) with company match Up to 20 hours of paid vacation after 3 months (must work an average of 20+ hours per week in order to be eligible for paid vacation.) Full-Time: 401(k) with company match Tuition reimbursement Medical, dental, and vision coverage Paid vacation and more! Equal Opportunity Employer/Veterans/Disabled All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Reasonable Accommodation If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact Human Resources at 414-761-1610 or hr2@tcnb.com Options Apply for this job online Apply Share Email this job to a friend Refer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Application FAQs Software Powered by ICIMS www.icims.com

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