MORTGAGE OFFICE ADMIN AND ACCOUNTING COORDINATOR

Description

SUMMARY

Highly organized and detail-oriented with a strong background in Accounts Payable. Responsible for managing office operations and ensuring the accurate and timely processing of accounts payable transactions.

ESSENTIAL DUTIES AND RESPONSIBILITIES.

Key Responsibilities:

• Office Administration:
  • Manage day-to-day office operations, including maintaining office supplies, equipment, and facilities.
  • Coordinate and schedule meetings, appointments, and travel arrangements.
  • Handle incoming and outgoing correspondence, including emails, phone calls, and mail.
  • Maintain and update office records, databases, and filing systems.
  • Assist with the preparation of reports, presentations, and other documents as needed.
• Accounts Payable:
  • Process and verify invoices, purchase orders, and expense reports.
  • Ensure timely and accurate payment of vendor invoices and employee reimbursements.
  • Reconcile accounts payable transactions and resolve discrepancies.
  • Maintain vendor relationships and respond to inquiries regarding payment status.
  • Prepare and process electronic transfers and payments.
  • Assist with month-end closing and financial reporting.

Other duties may be assigned.

Qualifications

All employees are required to attend training as required by GPB as well as support the overall compliance program by complying with all laws, policies and procedures.

The employee is responsible for complying with the Bank’s BSA/AML and OFAC Compliance and Consumer Compliance policies and procedures relevant to their responsibilities. If the employee is not certain of what the specific instance calls for, the employee will consult the respective policy and will contact their manager, BSA Officer and/or the Corporate Compliance Officer with additional questions.

This job has no supervisory responsibilities

COMPETENCIES

To perform the job successfully, an individual should demonstrate the following competencies:

Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Responds to requests for service and assistance; Meets commitments.

Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions.

Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

Adaptability - Adapts to changes in the work environment.

Attendance/Punctuality - Is consistently at work and on time.

Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.

Initiative - Seeks increased responsibilities; Asks for and offers help when needed.

QUALIFICATIONS 

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

High school diploma or general education degree (GED); and one or more years directly related experience and/or training; or equivalent combination of education and experience.

COMPUTER SKILLS

To perform this job successfully, an individual should be proficient in Outlook Email Software; Excel Spreadsheet software and Microsoft Word Processing software.

LANGUAGE SKILLS

Ability to read and comprehend simple instructions, short correspondence, and memos.  Ability to write simple correspondence.  Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

REASONING ABILITY

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.  Ability to deal with problems involving several concrete variables in standardized situations.

PHYSICAL DEMANDS 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel; and reach with hands and arms.  The employee is occasionally required to climb or balance; stoop, kneel, crouch, or crawl; and talk or hear.  The employee must occasionally lift and/or move up to 25 pounds.  Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

WORK ENVIRONMENT 

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, basis of disability or any other federal, state or location protected class.