Senior Loan Accountant: Growth & Analysis Focus

Beal Bank; Plano (TX); On-site; USD 75,000 - 115,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401K with company match

11 paid holidays

Up to 17 vacation/sick days per year (

Annual discretionary bonus eligibility

Job summary

Beal Bank in Plano, TX seeks a Senior Loan Accountant to manage the accurate accounting and reporting of its residential and commercial loan portfolios. The role relies on SBO as the primary subledger and Abrigo Sageworks for credit loss calculations.

The ideal candidate will be detail‑oriented, analytical, and eager to grow in loan accounting, handling journal entries, reconciliations, and data validation across multiple systems. Prior experience in a bank or servicer is preferred.

Qualifications

• Bachelor’s degree in accounting, finance, or related field.
• Strong accounting background with journal entries, reconciliations, general ledger accounting, and financial reporting.
• Experience with loan accounting for residential and commercial loans.
• Analytical, critical-thinking, and problem-solving skills.
• Detail-oriented with strong written and verbal communication.
• Experience with SBO, Abrigo Sageworks, Power Query, or comparable systems.
• Experience in a bank, loan servicer, or financial institution preferred.

Responsibilities

• Maintain accurate loan balances, payment activity, accrual status, and other loan-level data in SBO.
• Process and reconcile residential and commercial loan servicer remittances.
• Prepare accrual and nonaccrual adjustments and analyze loan yield.
• Record and reconcile loan charge-offs and related allowance activity.
• Use Excel, SQL queries, and reporting tools to extract, validate, reconcile, and analyze data.
• Support monthly and quarterly allowance calculations using Abrigo Sageworks.

Skills

Analytical thinking

Attention to detail

Communication

Excel proficiency

Data analysis

Problem solving

Education

Bachelor’s degree in accounting, finance, or related field

Tools

SBO

Abrigo Sageworks

SQL

Power Query

Job description

Beal Bank in Plano, TX seeks a Senior Loan Accountant to manage the accurate accounting and reporting of its residential and commercial loan portfolios. The role relies on SBO as the primary subledger and Abrigo Sageworks for credit loss calculations.

The ideal candidate will be detail‑oriented, analytical, and eager to grow in loan accounting, handling journal entries, reconciliations, and data validation across multiple systems. Prior experience in a bank or servicer is preferred.