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MINIMUM EDUCATION AND EXPERIENCE REQUIREMENTS:
Bachelor’s degree in accounting, business, finance or related field or equivalent experience and zero to two (2) years of accounting or related business experience. Prefer experience in the operation, maintenance, and end-user support of loan accounting, cash management, general ledger, and/or other loan accounting systems.
JOB PURPOSE AND SCOPE:
Performs accounting and customer support for the association users of the Cardinal (loan accounting) system access modules. This includes responding to phone calls and e-mails promptly as well as following through to assure all issues are resolved in a timely manner.
This position works under moderate supervision in the application of generally accepted accounting principles as it relates to loan accounting activity.
ESSENTIAL FUNCTIONS:
- Provides fast, accurate support to all end-users of loan accounting, cash management and/or related systems and processes. Provides guidance to end-users to assist them in loan and/or cash management functions as necessary.
- Assists with the development of new and improved processes to enhance loan accounting and/or cash management efficiencies. Assists in maintaining loan accounting and/or cash management procedures and documentation. Communicates procedures to end-users.
- Documents all customer issues utilizing an issue tracking system.
OTHER DUTIES:
SKILL REQUIREMENTS:
Position requires the ability to organize and handle multiple tasks at once, and learn new applications and use of equipment quickly. Ten key calculator by touch and computer literacy required, including word processing, database and spreadsheet applications. Ability to accomplish accurate, detailed tasks in short time frames. Must be self-motivated and have the ability to work independently to complete assigned projects. Demonstrated problem solving and organizational skills are essential. Position requires good written and oral communication skills.
PHYSICAL ACTIVITIES:
Ability to sit for long periods of time. Ability to stand for limited periods of time. Ability to walk for moderate distances. Frequent finger/hand manipulation (e.g. keyboard, office equipment, small hand tools, etc.) Occasional lifting, carrying, pushing, and/or pulling while exerting up to 50 pounds of force.
WORKING RELATIONSHIPS:
Frequent interaction with association departmental staff and management. Occasional interaction with Farm Credit Bank of Texas staff. Occasional interaction with area professionals who deal with the association in the normal course of business.
POLICY AND COMPLIANCE:
Compliance with FCBT and Association technology and security standards is required.
NOTICE:
This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job- related instructions and to perform any other job-related duties requested by the Supervisor.
This position may frequently become involved in or be made aware of confident8ial business or personal information as a result of interactions 1) arising under its Job purpose and Scope, 2) arising from other assigned responsibilities or 3) with other employees. It is an expectation and requirement of the job that confidential information of the bank, its associations and their customers be handled in a professional manner and not be disclosed without approval or used for personal gain.
Non-compliance with privacy or confidential information requirements or expectations can result in disciplinary action up to and including termination of employment.
All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.
Regular attendance is required in this job.
This document does not create an employment contract, implied or otherwise, other than an “at will” employment relationship.
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