Financial Reporting Specialist

Responsibilities include but are not limited to:

• Prepare, review, and maintain commercial lending, portfolio monitoring, and regulatory reports, including Call Report schedules, past due reporting, Shared National Credit reporting, Regulation O reporting, and other Credit Risk management reporting requirements.
• Administer loan system maintenance and servicing activities, including charge-offs, loss mitigation, legal workout and REO transactions, risk rating updates, commitment maintenance, billing changes, and related recordkeeping.
• Monitor portfolio credit quality metrics, including non-accrual loans, impaired loans, delinquencies, maturities, unused commitments, and pledged loan collateral, ensuring compliance with internal policies and regulatory reporting requirements.
• Perform general ledger reconciliations, data validation, and financial reporting support by researching discrepancies, completing certifications, and ensuring the accuracy and integrity of loan and accounting records.
• Coordinate regulatory compliance and reporting activities, including CRA, HMDA, Federal Reserve Borrower in Custody, records retention reviews, and related examinations or reporting submissions.
• Support audits, cross-functional research, process improvement initiatives, and departmental projects by providing documentation, resolving data issues, maintaining procedures, and collaborating with lending, compliance, legal workout, and risk management teams.

• Knowledgeable in IBS and nCino, is a plus. Microsoft Office (Word, Excel, PowerPoint and Outlook) proficiency.
• Strong knowledge of loan products, servicing functions, general ledger accounts, reconciliation process and reporting requirements.
• Strong interpersonal skills, both verbal and written.
• Strong accounting and math skills and the ability to calculate figures such as discount, interest, commissions and percentages.
• Ability to work independently, understand and carry out instructions.
• Ability to organize and prioritize assignments.
• Ability to handle multiple tasks and projects simultaneously, while meeting or exceeding deadlines.

• High School diploma or GED equivalent and a minimum of 3 years loan accounting/servicing or lending-related experience.

• Associate or bachelor's degree in finance, accounting or a business-related field; prior banking experience a plus. Prior experience supporting commercial lending, general ledger reconciliation, regulatory reporting or Federal Reserve collateral reporting is preferred.

40

We provide a comprehensive and competitive total rewards package including base salary determined by factors such as the role, relevant experience, skill set, and geographical location. Eligible positions may also be eligible to receive commission-based compensation and/or discretionary incentive compensation, which may be awarded as cash or forfeitable equity, recognizing individual performance and contributions.

In addition to financial compensation, we offer a robust suite of benefits tailored to meet diverse employee needs based on eligibility criteria. These include comprehensive health care and insurance plans, retirement savings options, tuition and adoption reimbursement programs, paid time off, mental health support, and other valuable benefits programs. Further details regarding total compensation and benefits will be shared during the hiring process.