Job Description

This role is responsible for executing periodical reporting and data gathering responsibilities including, but not limited to:

Monitoring and processing the receipt of financials, including communication with members for missing and late reports, saving financials in appropriate repositories, facilitating extensions and waivers, and processing fines for late financials.
Entering financial data accurately into AFRS (Automated Financial Reporting System) and tracking through approval and workflow closure.
Overseeing the production and review of daily surveillance emails and tracking workflows to completion (negative news, missing reports, account changes, and other items pending action for completion).
Daily review for items that need same-day action.
Reconciling reporting and trackers to ensure reports are accurate and up to date.
Other duties as assigned.

Key Background and Skills:

Knowledge of financial reporting components including Income Statements, Balance Sheets, etc.
Knowledge of credit and financial statement analysis for various financial institutions.
Proficiency in Microsoft Office applications (Outlook, Word, Excel, etc.).
Effective communication skills.
Self-starter with a high attention to detail.

Job Tags

Work at office,

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