What are the responsibilities and job description for the Financial Operations Analyst position at Customers Bank?
At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.
Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered.
Who is Customers Bank?
Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.
We get you further, faster.
Focused on you: We provide every customer with a single point of contact. A dedicated team member who’s committed to meeting your needs today and tomorrow.
On the leading edge: We’re innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.
Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we’re a partner you can trust.
What You’ll Do: CCF’s Loan/Lease assets currently total $1.1 billion as of 10/31/24. CCF’s financial operations and portfolio management responsibilities (outlined below), managed by Dana Galvin’s team, are currently operating at full capacity and will requires an additional resource to support continued growth.
- Assist with the preparation and processing of customer payoff requests,
- Review and process end-of-term contract terminations.
- Monitor and set up contract renewals.
- Monitor and process assets to inventory.
- Serve as the backup administrator for the core operating system, and assist with production upgrade testing, help desk and technical support.
- Manage Accounts Receivables, including generating, reviewing and mailing daily billing statements.
- Assist with booking Loan and Lease agreements, including accurately recording deprecation, pricing and accounting treatment.
- Assist with auditor requests and reviews.
- Perform extensive monthly management and accounting business reporting.
Technology Skills:
- Ability to work with the Microsoft Suite and learn/work with other Customers Bank’s applications
Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.
Diversity Statement:
At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let’s take on tomorrow.
