Financial Services Analyst

1 week ago


Jefferson City Missouri, United States FCS Financial Full time
Job Summary

FCS Financial is seeking a highly skilled Financial Services Analyst to join our team in Jefferson City. As a key member of our Financial Services team, you will be responsible for maintaining loan accounts, processing financial transactions, and providing exceptional customer service.

Key Responsibilities:
  • Maintain branch loan accounts, including processing financial transaction corrections, maturity date extensions, and conversions to new interest rate products.
  • Create and correct year-end tax documents and provide communication to members regarding these forms.
  • Identify loan activity that requires communication with AgriBank & SunStream regarding approval, issues, and branch needs.
  • Set up and maintain lease loans while communicating with CoBank and Oscar regarding issues.
  • Communicate accounting instructions and procedures to branch employees, identify issues and needs, and provide guidance on steps necessary to resolve the issue or need.
  • Monitor branch requests for appropriate approval levels for waivers and transfers.
  • Assist loan officers in identifying fees and maintain knowledge of association Tier structure for consistent and accurate pricing of loan portfolio.
  • Process Missouri Linked Deposit Program applications and renewals, maintain the internal SharePoint site, and complete monthly and audit requests.
  • Reconcile differences posted to loan accounts through the Association's front-end system and the corresponding general ledger accounts in the loan accounting system.
  • Research and resolve outages, prepare daily, monthly, quarterly, semi-annual, and annual reports, and review reports to identify and correct errors.
  • Review loan accounting procedures to ensure alignment with industry standards and identify and recommend possible improvements.
  • Post and process daily deposits for the Central Office branch and provide support to branch staff on deposits and systems used to process deposits.
  • Publish association loan rates and maintain rate files, and serve on special project teams as assigned.
Requirements:
  • Bachelor's degree in finance, accounting, business, or a related field.
  • Two years related experience in a financial services organization.
  • Or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
  • Expert skill in utilizing a keyboard and 10 key to enter information quickly and accurately.
  • Expert customer service skills, including the ability to communicate complicated information, deliver bad news effectively, and exceed customer expectations.
  • Working knowledge of the banking industry and lending processes.
  • Working knowledge of Microsoft Office products, including Word, Excel, PowerPoint, Teams, Outlook, and Access.
  • Working knowledge of PDF Editor and SAP Crystal Reports 2016.
  • General knowledge of accounting system software.


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