Loan Accountant
AgWest Farm Credit · Rocklin, CA · 2 wk ago
HybridAccounting$62k–$83k/yrFull-time
Essential Duties
- Communicate internally with stakeholders responsible for direct customer interactions, legal documents, and compliance.
- Communicate with external stakeholders including commercial banks and Farm Credit entities nationwide.
- Provide operational expertise and consultation on how to structure loans within the accounting system to all business units and branch personnel on complex loans and related financial products.
- Review loan documents and credit agreements for accuracy and consistency to the loan accounting and general ledger systems.
- Reconcile daily loan to general ledger outages and clearing accounts; conduct full spectrum reconciliation including reviewing, researching, analyzing accounts, documenting findings and processing the appropriate accounting entries utilizing multiple computer software programs.
- Prepare detailed and organized work papers to support daily work and reconcilements.
- Train others and ensure teammates are aware of and performing updated processes and procedures; effectively update procedures, policies, and internal control documentation.
- Demonstrate a working understanding of loan accounting, financial accounting, and related systems.
- Participate in various projects as assigned, both within the department and in collaboration with other functional areas.
Qualifications
- One or more years' experience in general business, accounting, finance or similar role in an office setting.
- Knowledge of finance and accounting principles.
- General understanding of credit related laws and regulations.
- Proficiency with MS Office Suite, loan accounting, and general ledger systems.
- Strong written and verbal communication skills.
- Strong attention to detail and accuracy.
- Prioritization and time management skills.
- Bachelor’s degree in accounting, finance or related field; or an equivalent combination of education and experience.
Benefits
- Medical, dental, and vision insurance.
- Basic term life and AD&D insurance (fully paid for by the company).
- Paid days off annually: 15 vacation*, 15 sick, 12 holidays and 3 volunteer.
- 401(k) plan (6% match plus 3% employer contribution).
- Employee Assistance Program.
- Wellness Program.
- Jeans are welcome at work every day at AgWest!
Compensation
- Base salary range: $62,000 - $93,600 for Level I; $69,400 - $104,100 for Level II.
- Annual performance-based incentive target is 8% of base.