Senior Accounting Operations Specialist - Equipment Finance

Bell Bank•Maple Grove, MN

About The Position

The Senior Accounting Operations Specialist will assist the team with reviewing equipment finance transaction documents prior to booking in the Lease/Loan operating system. Process activities related to servicing the portfolio of contracts. Perform account reconciliations and other related accounting functions. Provide customer service support.

Requirements

BA or BS degree in accounting, finance, or related field or equivalent work experience.
5 or more years of experience in leasing or financial services; or appropriate combination of education and experience.
Proficiency with computer technology.
Strong customer focus and attention to detail.
Excellent analytical and problem-solving skills.
Professional written and communication skills.
Ability to deal with multiple tasks and deadlines.
Effective time management and organizational skills.

Nice To Haves

3 or more years of experience in the equipment finance sector preferred.
Lease accounting experience preferred.

Responsibilities

Process account reconciliations on a regular basis.
Responsible for assisting with the development, implementation, and documentation of accounting processes and procedures.
Support the Accounting Team with software testing for additional upgrades and future development of the Lease/Loan operating system platform.
Assist with financial and ad hoc reports to the division and bank.
Review and process incoming and outgoing payments including checks, ACH, and wire transfers, including those with other bank syndicate partners.
Perform an audit of transactions for proper classification and accuracy, both simple and more complex, prior to booking and restructuring in the Lease/Loan operating system.
Process all aspects of servicing activities, including but not limited to, payment posting, restructures, charge offs, and contract terminations in the Lease/Loan operating system.
Provide customer support through the Equipment Finance email inbox and customer service phone line.
Independently calculate payoffs for loans and leases, including more complex leases.
Provides assistance with sales/use tax and personal property tax questions.
Assist the Accounting Team with requests from auditors, regulators, and internal business units.
Conduct business that upholds a high level of ethical standard.
Know by name and face as many customers and employees as possible, calling them by name as often as possible.
Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
Know, understand, and live the company values and bottom line.
Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations.
All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
Prompt and reliable attendance.
Perform other duties as assigned.