Banking & Commercial Loan Processing Clerk, Sr. jobs in Brandon, FL

Banking & Commercial Loan Processing Clerk, Sr. performs administrative tasks for commercial loan processing. Coordinates with lenders, customers, and external vendors to collect and prepare all required documentation for closings. Being a Banking & Commercial Loan Processing Clerk, Sr. ensures that loan packages are complete, and documentation correctly prepared within required timelines. Inputs and maintains all required transaction and processing records according to procedures. Additionally, Banking & Commercial Loan Processing Clerk, Sr. responds to inquiries. Prepares required regulatory reporting. May require an associate degree. Typically reports to a supervisor. The Banking & Commercial Loan Processing Clerk, Sr. works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Banking & Commercial Loan Processing Clerk, Sr. typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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AR - Payment Processing / Banking
  • Southern Glazers
  • Tampa, FL FULL_TIME
  • What You Need To Know

    Open your future to incredible career potential. Work for an industry-leader who invests in their people. Southern Glazer’s Wine & Spirits is North America’s preeminent wine and spirits distributor, as well as a family-owned, privately held company with a 50 year legacy of success. We were named by Newsweek as a Most Loved Workplace and are included on the Forbes lists for Largest Private Companies and Best Employers for Diversity.

    As a full-time employee, you can choose from a full menu of our Top Shelf Benefits, including comprehensive medical and prescription drug coverage, dental and vision plans, tax-saving Flexible Spending Accounts, disability coverage, life insurance plans, and a 401(k) plan. We also offer tuition reimbursement, a wellness program, parental leave, vacation accrual, paid sick leave, and more.

    At Southern Glazer’s, you’ll enjoy an environment where continuous learning and growth are supported and experience a culture where you are respected, and your voice is heard. If you’re looking to fill your glass with opportunity, come join our FAMILY.

    Overview

    The Customer Care Accounts Receivable Representative assists customers in response to inquiries about products and services. Assists customer with placing product orders.

    Primary Responsibilities

    • Assist specific customers in the division with key back-office processes (e.g., accounts receivable, order processing, customer service, etc.); work in conjunction with National Call Center (NCC) back-office resources who will be performing similar functions
    • Resolve internal and external customer issues by returning/acknowledging phone calls and emails in a timely manner and providing responses and resolution in a reasonable amount of time
    • Work with NCC Credit Corrections to secure product credits
    • Answer questions for accounts involved in the accounts receivable process
    • Research accounts and communicate to customers the reason for open invoices, short pays, and open credits and document accounts accordingly
    • Enter and process payments in AS400 brought into the site from customers and address any payment related issues directly with the Salesforce and customers
    • Follow up on general customer collections as requested by National Call Center Accounts Receivable (A/R), utilizing the established delinquency, aging and collection letter and follow up guidelines
    • Work with customers, Salesforce, and NCC Accounts Receivable to complete necessary paperwork and forward to the A/R Supervisor
    • Research and provide documentation for internal and external audits
    • Assist with research of any missing invoices
    • Assist with completion of the applicable IRS form to report cash payments over $10,000
    • Maintain effective and consistent communication with Sales Force and employees at NCC
    • Answer general Sales Force questions and resolve issues related to A/R
    • Provide invoice copies, monthly statements, and other document/information requests
    • Monitor and balance petty cash
    • Process credits on product returned to the warehouse by drivers or through pickup slips
    • Separate saleable and non-saleable credits for submission to Accounting for processing
    • Process discount debits/credits when approved by pricing and verify all debits/credits processed the prior day
    • Process incoming orders from customers
    • Assist sales force with issues relating to order submission (e.g. Topaz issues)
    • Answer general order inquiries, providing first level support, and minimizing call transfers
    • Process pickups and returns per the established pickup and return policy
    • Stay abreast of state-specific alcoholic beverage laws and state listings laws
    • Cross-train with Cashier and Customer Service team members to serve as a backup when needed
    • Perform other job-related duties as assigned

    Additional Primary Responsibilities

    Minimum Qualifications

    • High school diploma or equivalency plus two years of experience
    • Proficiency using Microsoft Excel spreadsheets in creating pivot tables, develop charts, and complex formulas
    • Experience working in accounts receivable or general office environment
    • Ten-Key by touch proficiency

    Physical Demands

    • Physical demands include a considerable amount of time sitting and typing/keyboarding, using a computer (e.g., keyboard, mouse, and monitor) or adding machine
    • Physical demands with activity or condition may occasionally include walking, bending, reaching, standing, and stooping
    • May require occasional lifting/lowering, pushing, carrying, or pulling up to 20lbs

    EEO Statement

    Southern Glazer's Wine and Spirits, an Affirmative Action/EEO employer, prohibits discrimination and harassment of any type and provides equal employment opportunities to all employees and applicants for employment 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.  Southern Glazer's Wine and Spirits provides competitive compensation based on estimated performance level consistent with the past relevant experience, knowledge, skills, abilities and education of employees.  Unless otherwise expressly stated, any pay ranges posted here are estimates from outside of Southern Glazer's Wine and Spirits and do not reflect Southern Glazer's pay bands or ranges.

  • 9 Days Ago

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Commercial Banking Intern - Tampa, FL
  • SouthState Bank, N.A.
  • Tampa, FL INTERN
  • As a leading regional bank, SouthState has been providing financial solutions to individuals, families, and businesses in the Southeast for more than 100 years. SouthState team members strive to creat...
  • Just Posted

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COMMERCIAL ONLINE BANKING SYSTEM ANALYST
  • Expert In Recruitment Solutions
  • Tampa, FL FULL_TIME
  • Job Description : COMMERCIAL ONLINE BANKING SYSTEM ANALYST: The need for this resource is to create capacity for the current team to work on tasks specific to Capstar Conversion and the DI Small Busin...
  • 15 Days Ago

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Trial Clerk
  • Polk County Clerk of Courts
  • Bartow, FL FULL_TIME
  • Join a team of dedicated professionals in the Polk County Clerk of Courts office. The Clerk’s office has been recognized as a Best Places to Work—an award given by CareerSource Polk that is based on e...
  • 15 Days Ago

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Fiscal Specialist/Cashier - Treasury/AR/Clerk to the Board
  • Polk County Clerk of Courts
  • Bartow, FL FULL_TIME
  • Join a team of dedicated professionals in the Polk County Clerk of Courts office. The Clerk’s office has been recognized as a Best Places to Work—an award given by CareerSource Polk that is based on e...
  • 22 Days Ago

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Remote Payment Processing Clerk (Contract)
  • ADL Accountants
  • Sydney, FL FULL_TIME
  • We are seeking a Remote Payment Processing Clerk on a 6-month fixed-term contract. You will be working within the Payment Operations team where you will be responsible for processing and making paymen...
  • 5 Days Ago

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0 Banking & Commercial Loan Processing Clerk, Sr. jobs found in Brandon, FL area

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Finance Assistant at Brandon Honda
  • MORGAN AUTO GROUP
  • Tampa, FL
  • Job Details Job Location Brandon Honda - Tampa, FL Salary Range $17.00 - $19.00 Hourly Description We are looking to add...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Special Enforcement Program - Examiner) 12 MONTH ROSTER (Amended)
  • Department Of The Treasury
  • Tampa, FL
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Senior Employee Plans Agent-Examiner) 12-MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Tampa, FL
  • Duties WHAT IS THE TAX EXEMPT/GOVERNMENT ENTITIES (TEGE) DIVISION? A description of the business units can be found at: ...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) - (Temp NTE 1 Year, MBE, MBMP) 12 MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Tampa, FL
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SB/SE)DIVISION? A description of the business units can be found at: ht...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner-Joint Committee Specialist) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Tampa, FL
  • Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I)DIVISION? A description of the business units can be found at: h...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Fed State Local Gvmt Spec - Examiner) 12 MONTH ROSTER AMENDED
  • Department Of The Treasury
  • Tampa, FL
  • Duties WHAT IS THE TAX EXEMPT & GOVERNMENT ENTITIES (TE/GE) DIVISION? A description of the business units can be found a...
  • 3/27/2024 12:00:00 AM

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Associate Underwriting Team Leader
  • CRC Group
  • Tampa, FL
  • The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll ...
  • 3/26/2024 12:00:00 AM

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Assistant Branch Manager & Management Hire
  • Under Armour
  • Dover, FL
  • Responsibilities The Assistant Store Manager supports the Store Manager in the daily operations of the store This includ...
  • 3/26/2024 12:00:00 AM

Brandon is an unincorporated community and census-designated place (CDP) in Hillsborough County, Florida, United States. It is part of the Tampa–St. Petersburg–Clearwater Metropolitan Statistical Area. As of the 2010 census, the CDP had a population of 103,483, up from 77,895 at the 2000 census. Brandon's census boundaries include Palm River-Clair Mel to the west across U.S. Route 301, Valrico to the east, Riverview and Bloomingdale to the south, and East Lake-Orient Park, Mango, and Seffner to the north. Brandon is 11 miles (18 km) east of downtown Tampa and 14 miles (23 km) southwest of Plan...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Banking & Commercial Loan Processing Clerk, Sr. jobs
$44,386 to $60,154
Brandon, Florida area prices
were up 1.1% from a year ago

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