Strategic Planning Manager jobs in Altus, OK

Description

Summary: Provides a variety of duties related to the operation of the Strategic Lending Department as needed, compiles and maintains records of business transactions and office activities of establishment by performing the following duties.

Essential Duties and Responsibilities include the following: (Other duties may be assigned)

• Performs AVS (Account Verification Services) function for Strategic Lending Department.

• Operates working capital program, separate from regular bank system.

• Receives and analyzes funding files, processes appropriate accounting entries associated with fundings

• Processes payments received in lockbox, processes appropriate accounting entries associated with payments

• Daily balancing of loan accounts in Strategic Lending software and Bank operated system

• Processes corrections and entries, including debit and credit memos along with any research required

• Insurance Analysis, Research and Calculations

• Monthly invoice verifications on qualifying accounts

• Processing repurchases of over qualifying invoices.

• Performs analysis of reserve accounts, dilution trends and lockbox trends

• Direct contact and assistance with customers and loan officers on status of Strategic Lending credits

• Document preparation for new incoming credits and adjustments to existing lines

• Other duties as directed.

• Cross trained on all area functions to serve as a backup to these duties when necessary.

Qualifications

Supervisory Responsibilities

This job has no direct supervisory responsibilities.

Education and/or Experience

High school diploma or general education degree (GED); or three to six months related experience and/or training; or equivalent combination of education and experience. Prior Banking experience is preferred.

Ability

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Skills

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of an organization. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percentage. To perform this job successfully, an individual should have knowledge of Microsoft Internet Explorer and Microsoft Office software.

Physical Demands

This position may require long periods of standing or sitting and may include long periods of typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The environment would be consistent with a typical business office with moderate noise, services open to the public and the ability to work in a confined area typically indoors.

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.

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, and basis of disability or any other federal, state or location protected class.