Demo

Loan Accounts Specialist

Oneida Nation
Oneida, WI Full Time
POSTED ON 1/15/2025
AVAILABLE BEFORE 4/15/2025

FIRST POSTING TO ENROLLED ONEIDA TRIBAL MEMBERS ONLY

Salary is Negotiable

After successful completion of the probationary period, employee will receive off probation wage increase.

Summary :

Assist collections Specialist and Area Manager on delinquent accounts, processing tax payments, verify, process and reconcile financial transactions and mortgage accounts. Ensure accuracy and completeness of all transactions according to established accounting policies and procedures.

Responsibilities :

  • Arrange for payment of invoices.
  • Analyze and monitor delinquent loan accounts and create loan delinquency report; contact Oneida Nation members to collect monies as directed.
  • Prepare timely and accurate reports for Central Accounting, and department management.
  • Reconcile financial information for and mortgage accounts; enter mortgage data into system, generate reports and distributes to designated personnel.
  • Ensure the accuracy of closing paperwork with loan officers.
  • Establish and maintain an effective filing and retrieval system of financial documentation.
  • Process accurate and timely payroll deduction forms or new bank transfers, escrow adjustments for loans; meet with Oneida Nation loan customers on delinquent accounts.
  • Enter purchase order releases, receiving and requisitions in the financial software system.
  • Verify financial information is complete, accurate, and in compliance for various finance transactions.
  • Prepare and distribute reports to Central Accounting, management, federal and state agencies as needed.
  • Participate in cross functional teams and activities to identify process and department improvement opportunities, evaluates alternatives, and implements solutions.
  • Assist in implementing and testing upgrades to the financial system and accounting software.
  • Maintain professional and technical knowledge by conducting research, attending seminars, educational workshops, classes, and conferences; reviewing professional publications; establishing networks; participating in professional societies; conferring with representatives of contracting agencies and related organizations
  • Work with Area Manager to run monthly transaction, escrow account adjustments for taxes and homeowner's insurance.
  • Provide payoffs to bank and loan customers.
  • Process monthly satisfaction lists to loan officers.
  • Above duties and responsibilities are not all inclusive but rather a general representation of the duties and responsibilities associated with this position. The duties and responsibilities will be subject to change based on organizational needs and / or deemed necessary by the supervisor.

Skills : Essential :

  • Meet daily, weekly, monthly, and yearly accounting deadlines
  • Knowledge of department organization, functions, objectives, policies, and procedures
  • Ability to evaluate and interpret data and recognize trends.
  • Operating various word-processing, spreadsheets, and database software programs in a Windows environment
  • Ability to work independently and meet strict timelines
  • Ability to establish and maintain good working relationships with the individuals of varying social and cultural backgrounds
  • Preparing, reviewing, and analyzing operational and financial reports
  • Knowledge of applicable Oneida Nation, federal, state, county and local laws, regulations, and requirements
  • Ability to exercise independent professional judgment
  • Ability to communicate efficiently and effectively both verbally and in writing
  • Knowledge of finance, budgeting, accounting and cost control procedures
  • Education Requirement - Or A Closely Related Field :

    Essential :

  • Associates Degree in Accounting
  • Credentials : Nonessential :

  • A valid driver's license or occupational driver's license, reliable transportation and insurance is required. Must obtain a Wisconsin driver's license or occupational driver's license within thirty (30) days of employment if applicant has an out-of-state driver's license. Must be authorized as eligible to operate a Personal and Tribal vehicle under the Oneida Nation's Vehicle Driver Certification and Fleet Management Law prior to actual start date. Must maintain driver's eligibility as a condition of employment.
  • Working conditions : Essential :

  • Walk frequently
  • Sit frequently
  • Talk frequently
  • Hear frequently
  • Stand occasionally
  • Bend / stoop occasionally
  • Kneel occasionally
  • Crouch Occasionally
  • Crawl occasionally
  • Move up to 25 pounds occasionally
  • Lift 25 pounds occasionally
  • Office setting
  • Moderate noise level
  • Experience : Essential :

  • Accounting
  • Other information :

    EQUAL EMPLOYMENT OPPORTUNITY STATEMENT - The Oneida Nation does not discriminate based on race, color, national origin, sex, religion, age or disability status in employment or the provision of services. However, individuals of Indian ancestry and Veterans will be given preference by law in employment.

    Continuation of this position is contingent upon funding allocations.

    Must maintain strict security, confidentiality, and quality to meet professional standards of the department.

    Must adhere to all Oneida Nation Personnel Policies and Procedures, Oneida Nation Standard Operating Procedures, and Area and Program Strategic Plans and Policies.

    Must pass a background check to meet Employment Eligibility Requirements. If applicable, must pass a background check to meet Oneida Nation / State Compact and / or Oneida Nation Gaming Ordinance, and may be required to obtain a temporary license and / or Gaming license as a condition of employment.

    Must be willing and able to obtain additional related education and training.

    Must pass a pre-employment drug screen and adhere to the Nation Drug and Alcohol-Free Workplace Policy.

    A Tuberculosis (TB) Screening and / or a 2 step TB Skin Test is required within thirty (30) days of employment.

    Must provide a copy of diploma / degree, license, or certification upon employment.

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