Client Accountant
Trident Trust
Lokasi pekerjaan
Road Town
Status Pekerjaan
Waktu penuh
Detail Pekerjaan
Trident Trust is a leading independent provider of corporate, trust and fund services to the financial services sector worldwide, employing over 1000 staff across a global footprint that spans Africa, the Americas, Asia, the Caribbean, Europe and the Middle East. We are seeking a Senior Loan Specialist to join our rapidly expanding office in Atlanta, Georgia.
Reporting directly to a fund accounting Senior Manager, the successful candidate must be experienced in managing and servicing a portfolio of different loans relevant to the clients we service in our Atlanta office.
Role & Responsibilities:
• Must be comfortable using excel with multiple tabs and following excel formulas.
• Comprehend and maintain loan schedule for multiple loans.
• Must be able to reconcile each loan with the principal and interest to the financials.
• Responsible for ensuring the correct principal and interest is recorded in the loan’s schedules.
• Calculate loan payoff amount based on loan schedules.
• Assist with workflow management and technology enhancements., make suggestions to streamline operations.
• Obtain complete and accurate client information and other specifics as necessary, entering all information in designated database with a high attention to detail and accuracy.
Minimum Qualifications:
• Degree required.
• 3+ years of experience in loan servicing.
• 3+ years of client-facing or customer interaction experience.
• Working knowledge of CRM systems and best practices.
• Experience performing basic calculations and mathematical figures.
• Solid understanding of local, state, and federal loan regulations.
Preferred Qualifications:
• Excellent attention to detail, high level of accuracy, problem solving, analytical, and critical thinking skills.
• Ability to build strong client relationships.
• Strong organizational and time management skills with the ability to function in high-pressure situations with competing priorities and strict deadlines.
• Excellent written and verbal communication skills to include liaising with stakeholders and providing team feedback.
• Proficient knowledge of Microsoft Office Suite- Word, Excel, PowerPoint, Outlook.
In addition to the above essential duties and responsibilities, this role includes other duties as assigned. This job description is not intended to be all-inclusive, and the employee will also perform other reasonably related business duties. This job description does not constitute a written or implied contract of employment.
Compensation:
An attractive compensation package is available and will be based upon the successful candidate’s relevant experience and overall suitability for the position.
EQUAL EMPLOYMENT OPPORTUNITY
Trident Trust provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training
