Loan Accounting and Payment Processing Specialist
for section headings (e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Do NOT repeat job title as heading. Do NOT put Job ID etc. Include a section only when posting has real, specific content for it. Remove boilerplate, navigation, legal, EEO, scam warning, duplicated lines, application instructions. Also remove "Thank you for your interest..."? That's generic intro; maybe part of About the role? The posting includes description of company and role. We can put an About the role
with paragraph summarizing the role description (but must preserve all substantive information, not invent or summarize away detail). However we must not summarize away detail; we need to preserve all substantive information. That means we cannot condense or omit details; we need to keep them. But we can put them in
paragraphs; we can keep the sentences as is. However we must not repeat job title. We can include the description of responsibilities etc. We need to separate sections: About the role (maybe company overview and role purpose), Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. The posting includes: responsibilities list, requirements (education, experience), knowledge/skills/abilities (skills), benefits, pay range. No schedule info. So we should not create Schedule section because not present. Also we should not create Qualifications separate if it's same as Requirements? The posting has "Here’s what you’ll need to be considered:" includes Education Required, Experience Preferred, Required, Preferred. That's qualifications. Then "Knowledge, Skills, And Abilities" is skills. Then "Here’s additional information you need to know:" includes Physical Demands & Requirements (maybe we could treat as Requirements? but it's physical demands; but we can include under Requirements? Might be considered part of Requirements but we need to preserve all substantive info. Could create a section "Physical Demands" but not in allowed headings list. The allowed headings are only those listed; we should not create other headings. So we need to fit physical demands into maybe Requirements or Skills? Probably under Requirements (since it's requirements). But the instruction: "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It says e.g., implying those are examples; we could also use other headings? It says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Likely they expect only those headings. So we should map content to those headings. Physical demands could go under Requirements (maybe as part of requirements). Environmental conditions also under Requirements. We'll include them in a paragraph under Requirements.
We must not include boilerplate like EEO, legal, etc. Remove duplicated lines. Also remove "Apply today!" etc. Also remove "Known in our industry..." benefits paragraph we keep under Benefits.
We must preserve all substantive information: company description, role purpose, responsibilities list (including the bullet list after "In this job, you will:" and the earlier list). Need to ensure we don't lose any detail.
Let's extract substantive content:
Intro: "Thank you for your interest in joining our team! At CGB, you can contribute to meaningful work, grow professionally and personally, and belong in a place where everyone has a voice. Founded in 1969, CGB Enterprises, Inc. is known as an innovative and progressive leader in the grain and transportation industries. The combination of our assets provides a growing organization that is celebrating over 50 years of strength and stability! AgriFinancial, a subsidiary of CGB Enterprises, Inc., is a premier, nationwide ag lender offering an array of flexible financial solutions and expertise to help landowners achieve their goals. Backed by CGB and partnered with a broad group of capital resources, our dedicated team of ag experts will work to find the right solution to fit you."
Then: "Have at least one year of loan payment processing experience and looking for your next opportunity? This could be the perfect next step in your career! This role is primarily responsible for ensuring that daily tasks related to loan accounting and payment processing are completed in a timely fashion."
Then responsibilities: "Responsibilities include, but are not limited to, processing and posting daily payments, reconciling to cash accounts, initiating corporate advances, processing NSF payments, monitoring escrow accounts, reporting and remitting payments, and provide customer service."
Then "In this job, you will: All job duties may or may not be performed by all job incumbents, may vary dependent on assigned department. Process and post all daily payments. Reconcile to cash account. Initiate corporate advances. Process NSF payments. Produce and review daily reports. Generate letters and/or documents for customers. Monitor escrow accounts (e.g. manage disbursements of taxes/insurance/PMI, perform annual escrow account analysis, pay escrow account interest, monitor rates and perform necessary research). Reports and remits payments to investors. Answer customer service inquiries. Other duties as assigned."
Then requirements: "Here’s what you’ll need to be considered: Education Required – Associate’s Degree in Accounting or related field or equivalent training and work experience. Experience Preferred – Bachelor’s Degree in Accounting or related field. Required – 1-2 years’ experience in Accounting, Finance, Customer Service, or related field. Preferred – 3-5 years’ experience in Accounting, Finance, Customer Service, or related field."
Then Knowledge, Skills, And Abilities: list: "Knowledge of basic accounting principles. Knowledge of escrow accounts. Data entry skills. Exceptional Customer Service SkillsAnalytical and problem solving skills. Ability to learn and understand basic investor guidelines and legal requirements. Ability to work both independently and within a team environment. Ability to build relationships with both internal and external customers. Time management skills with the ability to multi-task and prioritize work. Proficient computer skills, including working knowledge of Microsoft Office Suite. Effective interpersonal, oral and written communication skills with the ability to interact with all levels of people within and outside the organization. Consistently exhibit qualities that are in line with company philosophies."
Note there is a missing space after "SkillsAnalytical". We'll keep as is but maybe fix? We must not invent or summarize away detail; we can keep the text as is, but we could add a space for readability? That would be altering content. Better to keep exactly as given. However we can keep it as is; it's okay.
Then "Here’s additional information you need to know: Physical Demands & Requirements Sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met. Ability to stand or sit constantly/continuously. Hearing. Perceiving the nature of sounds at normal speaking levels with or without correction. Ability to receive detailed information through oral communication, and to make the discriminations in sound. The employee is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading. Environmental Conditions The physical environment requires the employee to work inside where there are limited extremes to heat and/or cold; moderate noise; a normal office environment."
Then pay: "The expected base pay range for this role is: $22.96 - $29.17 Actual pay offered may vary depending on multiple individualized factors, including work location, job-related knowledge, skills and relevant experience for the job. Pay amount does not guarantee employment for any particular period of time."
Then benefits: "Known in our industry for stability and high ethics, CGB Enterprises, Inc. offers a stellar benefits package including: an outstanding 401(k) retirement plan with company contributions, medical, prescription drug, dental, vision, life, & disability benefits, flexible spending accounts, paid leave (holidays, vacation, sick), wellness programs, recognition programs, community involvement opportunities, and much more!"
We must remove EEO, legal, etc. Also remove "Are you ready to make a meaningful career move & an impact at CGB? Apply today!" (application instruction). Also remove "CGB Enterprises, Inc. is an Equal Opportunity Employer..." etc. Also remove third party recruiter stuff.
Now structure:
About the role
About the role
Thank you for your interest in joining our team! At CGB, you can contribute to meaningful work, grow professionally and personally, and belong in a place where everyone has a voice. Founded in 1969, CGB Enterprises, Inc. is known as an innovative and progressive leader in the grain and transportation industries. The combination of our assets provides a growing organization that is celebrating over 50 years of strength and stability! AgriFinancial, a subsidiary of CGB Enterprises, Inc., is a premier, nationwide ag lender offering an array of flexible financial solutions and expertise to help landowners achieve their goals. Backed by CGB and partnered with a broad group of capital resources, our dedicated team of ag experts will work to find the right solution to fit you. Have at least one year of loan payment processing experience and looking for your next opportunity? This could be the perfect next step in your career! This role is primarily responsible for ensuring that daily tasks related to loan accounting and payment processing are completed in a timely fashion.
Responsibilities
- processing and posting daily payments
- reconciling to cash accounts
- initiating corporate advances
- processing NSF payments
- monitoring escrow accounts
- reporting and remitting payments
- provide customer service
In this job, you will: All job duties may or may not be performed by all job incumbents, may vary dependent on assigned department. Process and post all daily payments. Reconcile to cash account. Initiate corporate advances. Process NSF payments. Produce and review daily reports. Generate letters and/or documents for customers. Monitor escrow accounts (e.g. manage disbursements of taxes/insurance/PMI, perform annual escrow account analysis, pay escrow account interest, monitor rates and perform necessary research). Reports and remits payments to investors. Answer customer service inquiries. Other duties as assigned.
Requirements
Education Required – Associate’s Degree in Accounting or related field or equivalent training and work experience. Experience Preferred – Bachelor’s Degree in Accounting or related field. Required – 1-2 years’ experience in Accounting, Finance, Customer Service, or related field. Preferred – 3-5 years’ experience in Accounting, Finance, Customer Service, or related field.
Physical Demands & Requirements: Sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met. Ability to stand or sit constantly/continuously. Hearing. Perceiving the nature of sounds at normal speaking levels with or without correction. Ability to receive detailed information through oral communication, and to make the discriminations in sound. The employee is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading. Environmental Conditions: The physical environment requires the employee to work inside where there are limited extremes to heat and/or cold; moderate noise; a normal office environment.
Skills
Knowledge of basic accounting principles. Knowledge of escrow accounts. Data entry skills. Exceptional Customer Service SkillsAnalytical and problem solving skills. Ability to learn and understand