Lead Specialist-Comm Client Services-General Ledger Specialist

Genesis10; Brooklyn (OH); On-site; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a Lead Specialist for Client Services to join their dynamic team. This role involves providing exceptional support for commercial client functions and processing monetary transactions. The ideal candidate will have a solid understanding of accounting principles and commercial loan servicing. You will be responsible for overseeing documentation, resolving issues, and ensuring the integrity of financial processes. This is a great opportunity for someone looking to grow their career in a supportive environment that values excellence and customer service. Join a team that is committed to delivering outstanding results while fostering your professional development.

Benefits

Medical, Dental, Vision

401K

Health Savings Account

Sick Pay

Commuter Benefits

Voluntary Term Life Insurance

Voluntary Hospital Indemnity

Qualifications

• 2 years of General Ledger/Accounting experience required.
• Strong knowledge of commercial loan servicing is essential.

Responsibilities

• Administers moderate procedures for processing and servicing documentation.
• Identifies and resolves moderate issues by following established guidelines.

Skills

General Ledger/Accounting Experience

Commercial Loan Servicing

Communication Skills

Analytical Skills

Problem Resolution Skills

Decision Making Skills

Education

High School Diploma

Bachelor’s Degree in Finance or Accounting

Tools

CLS/CL3

LoanIQ

Job description

Genesis10 is seeking a Lead Specialist for Client Services - General Ledger Specialist for a 9-month onsite contract position with a leading client in Brooklyn, OH. This role can be located in either Brooklyn, OH, or Amherst, NY.

Compensation: $23.00 per hour W2.

Schedule: M-F 8am - 5pm ET. Candidates will be required to work once a month, a late shift of 11:00am-7:30pm.

Job Description:

The Lead Specialist, an integral part of a high-performing team, is responsible for commercial client support functions through telephone or written requests, the timely processing of commercial monetary transactions, and scheduled and non-scheduled loan maintenance. Our team is dedicated to supporting the growth and servicing of the commercial portfolio, while providing stellar customer service to internal and external customers alike. Under some supervision, the Lead Specialist is primarily focused on execution of basic to moderate processing work following defined procedures with some expansion to complex issues based on development. The Lead Specialist is also responsible for moderate operational and/or administrative work requiring occasional decision-making and will escalate issues as needed. Individuals in this position should have a basic to moderate understanding of commercial loans and commercial loan servicing.

Responsibilities:

1. Administers moderate procedures, analysis, tasks and reporting for filing, recording, processing, servicing, recording, and/or organization of documentation associated with a product or process.
2. Reviews and ensures proper documentation or procedures are used for complex activities and also checks the work of less experienced employees.
3. Identifies and resolves moderate issues by following established guidelines. Refers more complex problems to a Senior Specialist or supervisor. May provide service in relation to billing inquiries, service requests, suggestions and complaints from customers.
4. Uses independent thought to recommend and implement programs to solve complex issues, contributes to work flow or process change and redesign, and forms a strong understanding of the specific product or process.
5. Research requests to a logical conclusion and execute remedial action. Communicate to the requester the results of research and resolution of the problem effectively and timely.
6. Other duties as assigned, including performance of special tasks and follow up for accurate and timely completion of transactions.
7. Perform accurate and timely monetary processing as indicated. This includes the processing of Dollar Transaction Forms and Loan Initial Funding Requests via the Centralized Funding process.
8. Balance general ledger entries via Automated Posting Application (APA) to minimize account outages and work with the Accounting department to correct discrepancies in a timely manner.
9. Post DDA entries via APA to Hogan system, send out cashier checks and process outgoing wires as needed based on service requests.
10. Process requests received via departmental Quest, databases and KeyView system including Fee Waiver requests and changes to indicative account information. This would also include transactions such as reapplication of payments, research of missing or misapplied payments, and producing payment history statements.
11. Perform maintenance transactions on CLS including, but not limited to, setting up borrowing base ticklers, Advance Paydown ticklers and other monetary and indicative system changes.
12. Careful and timely review and action of various reports to alleviate potential customer impact issues and to ensure system integrity.

Requirements:

1. 2 years General Ledger/Accounting Experience.
2. High School Diploma or equivalent work experience required. Bachelor’s degree in Finance or Accounting preferred.
3. 2+ years of experience and a strong knowledge of commercial loan servicing.
4. Demonstrates solid understanding of accounting principles.
5. Familiarity with systems such as CLS/CL3 and LoanIQ.
6. Proven excellent verbal/written communication and interpersonal skills.
7. Excellent judgement and decision making skills, demonstrated leadership skills.
8. Strong analytical, research, and problem resolution skills.
9. Comfortable navigating multiple computer systems and applications to utilize resources to draw conclusions & solve complex challenges.
10. Moderate knowledge of banking policies, procedures, government regulations.
11. Ability to perform complex scheduled and non-scheduled maintenance functions.
12. Excellent internal and external customer service skills and proven ability to diffuse difficult customer situations independently.

Genesis10 – Contract & Perm/Direct Hire

Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals.

For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client.

Benefits of Working with Genesis10:

• Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years.
• The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years.
• Access to an experienced, caring recruiting team (more than 7 years of experience, on average).
• Behavioral Health Platform.
• Medical, Dental, Vision.
• Health Savings Account.
• Voluntary Hospital Indemnity (Critical Illness & Accident).
• Voluntary Term Life Insurance.
• 401K.
• Sick Pay (for applicable states/municipalities).
• Commuter Benefits (Dallas, NYC, SF).

For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at our website.

Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.