Lending Assistant
Huntsville, AL · On-site
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER Responsibilities * Prepare loan papers, documents ... Job requirements and/or processes may be modified to reasonably accommodate persons with a ...
Lending Assistant
Huntsville, AL · On-site
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER Responsibilities * Prepare loan papers, documents ... Job requirements and/or processes may be modified to reasonably accommodate persons with a ...
Branch Manager - Crestline
Birmingham, AL · On-site
As a Branch Manager within PNC's Retail Banking organization, you will be based in Birmingham, AL ... Statement If an accommodation is required to participate in the application process, please contact ...
Branch Manager - Crestline
Birmingham, AL · On-site
As a Branch Manager within PNC's Retail Banking organization, you will be based in Birmingham, AL ... Statement If an accommodation is required to participate in the application process, please contact ...
Branch Manager - Midfair
Midfield, AL · On-site
As a Branch Manager within PNC's Retail Banking organization, you will be based in Midfield, AL ... Statement If an accommodation is required to participate in the application process, please contact ...
Branch Manager - Midfair
Midfield, AL · On-site
As a Branch Manager within PNC's Retail Banking organization, you will be based in Midfield, AL ... Statement If an accommodation is required to participate in the application process, please contact ...
Customer Experience Banker - Foley
Foley, AL · On-site
$14.50 - $19.75/hr
... bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a ... Processes customer transactions accurately and efficiently and balances daily while providing ...
Customer Experience Banker - Foley
Foley, AL · On-site
$14.50 - $19.75/hr
... bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a ... Processes customer transactions accurately and efficiently and balances daily while providing ...
Actively partners with bank leadership, and other internal stakeholders to promote insurance ... Reinforces service standards, monitors performance metrics, and implements process improvements to ...
Actively partners with bank leadership, and other internal stakeholders to promote insurance ... Reinforces service standards, monitors performance metrics, and implements process improvements to ...
Customer Experience Banker - Foley
Foley, AL · On-site
$13.75 - $18.50/hr
... bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a ... Processes customer transactions accurately and efficiently and balances daily while providing ...
Customer Experience Banker - Foley
Foley, AL · On-site
$13.75 - $18.50/hr
... bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a ... Processes customer transactions accurately and efficiently and balances daily while providing ...
Customer Experience Banker - Foley
$13.75 - $18.50/hr
... bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a ... Processes customer transactions accurately and efficiently and balances daily while providing ...
Customer Experience Banker - Foley
$13.75 - $18.50/hr
... bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a ... Processes customer transactions accurately and efficiently and balances daily while providing ...
Customer Experience Banker - Foley
Foley, AL · On-site
$13.75 - $18.50/hr
... bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a ... Processes customer transactions accurately and efficiently and balances daily while providing ...
Customer Experience Banker - Foley
Foley, AL · On-site
$13.75 - $18.50/hr
... bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a ... Processes customer transactions accurately and efficiently and balances daily while providing ...
Customer Experience Banker - Hayneville
Hayneville, AL · On-site
$14.75 - $20/hr
... bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a ... Processes customer transactions accurately and efficiently and balances daily while providing ...
Customer Experience Banker - Hayneville
Hayneville, AL · On-site
$14.75 - $20/hr
... bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a ... Processes customer transactions accurately and efficiently and balances daily while providing ...
Customer Experience Banker - Foley
$13.75 - $18.50/hr
... bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a ... Processes customer transactions accurately and efficiently and balances daily while providing ...
Customer Experience Banker - Foley
$13.75 - $18.50/hr
... bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a ... Processes customer transactions accurately and efficiently and balances daily while providing ...
Customer Experience Banker - Hayneville
$14.75 - $20/hr
... bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a ... Processes customer transactions accurately and efficiently and balances daily while providing ...
Customer Experience Banker - Hayneville
$14.75 - $20/hr
... bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a ... Processes customer transactions accurately and efficiently and balances daily while providing ...
Customer Experience Banker - Hayneville
Hayneville, AL · On-site
$14.75 - $20/hr
... bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a ... Processes customer transactions accurately and efficiently and balances daily while providing ...
Customer Experience Banker - Hayneville
Hayneville, AL · On-site
$14.75 - $20/hr
... bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a ... Processes customer transactions accurately and efficiently and balances daily while providing ...
Title Clerk - Indirect Lending Department
Mobile, AL · On-site
$16 - $20.50/hr
Manage and process titles for recreational vehicle purchases in multiple states, including paper ... with First US Bank listed as lienholder. * Ensure all lien perfections are completed by the ...
Title Clerk - Indirect Lending Department
Mobile, AL · On-site
$16 - $20.50/hr
Manage and process titles for recreational vehicle purchases in multiple states, including paper ... with First US Bank listed as lienholder. * Ensure all lien perfections are completed by the ...
Title Clerk - Indirect Lending Department
Mobile, AL · On-site
$13.75 - $17.50/hr
Manage and process titles for recreational vehicle purchases in multiple states, including paper ... with First US Bank listed as lienholder. * Ensure all lien perfections are completed by the ...
Title Clerk - Indirect Lending Department
Mobile, AL · On-site
$13.75 - $17.50/hr
Manage and process titles for recreational vehicle purchases in multiple states, including paper ... with First US Bank listed as lienholder. * Ensure all lien perfections are completed by the ...
Teller - Northport
Northport, AL · On-site
$15 - $18.75/hr
Identifies banking opportunities during the customer interaction and refers as appropriate ... Statement If an accommodation is required to participate in the application process, please contact ...
Teller - Northport
Northport, AL · On-site
$15 - $18.75/hr
Identifies banking opportunities during the customer interaction and refers as appropriate ... Statement If an accommodation is required to participate in the application process, please contact ...
Part Time Teller
Daphne, AL · On-site
$13.50 - $17.50/hr
As a Part-Time Teller within PNC's Retail Banking organization, you will be based in Daphne ... Statement If an accommodation is required to participate in the application process, please contact ...
Part Time Teller
Daphne, AL · On-site
$13.50 - $17.50/hr
As a Part-Time Teller within PNC's Retail Banking organization, you will be based in Daphne ... Statement If an accommodation is required to participate in the application process, please contact ...
Part Time Teller - Athens Hwy 72
Athens, AL · On-site
$15.50 - $19.25/hr
Identifies banking opportunities during the customer interaction and refers as appropriate ... Statement If an accommodation is required to participate in the application process, please contact ...
Part Time Teller - Athens Hwy 72
Athens, AL · On-site
$15.50 - $19.25/hr
Identifies banking opportunities during the customer interaction and refers as appropriate ... Statement If an accommodation is required to participate in the application process, please contact ...
Part Time Teller - Governors Drive
Huntsville, AL · On-site
$15.75 - $19.75/hr
Identifies banking opportunities during the customer interaction and refers as appropriate ... Statement If an accommodation is required to participate in the application process, please contact ...
Part Time Teller - Governors Drive
Huntsville, AL · On-site
$15.75 - $19.75/hr
Identifies banking opportunities during the customer interaction and refers as appropriate ... Statement If an accommodation is required to participate in the application process, please contact ...
Part Time Teller - Cullman
Cullman, AL · On-site
$14 - $17.75/hr
Identifies banking opportunities during the customer interaction and refers as appropriate ... Statement If an accommodation is required to participate in the application process, please contact ...
Part Time Teller - Cullman
Cullman, AL · On-site
$14 - $17.75/hr
Identifies banking opportunities during the customer interaction and refers as appropriate ... Statement If an accommodation is required to participate in the application process, please contact ...
Part Time Teller - Riverchase
Birmingham, AL · On-site
$15 - $18.75/hr
Identifies banking opportunities during the customer interaction and refers as appropriate ... Statement If an accommodation is required to participate in the application process, please contact ...
Part Time Teller - Riverchase
Birmingham, AL · On-site
$15 - $18.75/hr
Identifies banking opportunities during the customer interaction and refers as appropriate ... Statement If an accommodation is required to participate in the application process, please contact ...
Bank Statement Processing information
What are the key skills and qualifications needed to thrive as a bank statement processing specialist?
To excel in Bank Statement Processing, strong attention to detail, numerical accuracy, and a foundational understanding of accounting principles are essential, often supported by a degree or coursework in finance or accounting. Familiarity with banking software, spreadsheets (such as Excel), and document management systems is typically required. Exceptional organizational skills, reliability, and the ability to work under tight deadlines help individuals stand out in this role. These competencies are vital to ensure accurate financial records, timely reconciliations, and compliance with regulatory standards.
What are some common challenges faced in a bank statement processing role, and how can they be managed?
Professionals in bank statement processing often encounter challenges such as handling large volumes of transactions, identifying discrepancies, and meeting tight deadlines for financial reporting. Attention to detail is crucial, as even minor errors can lead to bigger reconciliation issues. Utilizing advanced software and maintaining clear communication with other finance team members can help manage workload and ensure accuracy. Continuous training on new banking technologies and compliance regulations is also important for staying efficient and minimizing errors.
What is the difference between Bank Statement Processing vs Bookkeeper?
| Aspect | Bank Statement Processing | Bookkeeper |
|---|---|---|
| Credentials | Basic financial knowledge, sometimes certifications | Accounting or bookkeeping certifications often preferred |
| Work Environment | Financial institutions, accounting firms, or remote | Small to large businesses, accounting firms |
| Job Responsibilities | Reconcile bank statements, verify transactions | Maintain financial records, ledger entries, reconcile accounts |
| Industry Usage | Common in banking, finance, accounting | Widespread across various industries requiring financial record-keeping |
Bank Statement Processing focuses on verifying and reconciling bank statements, often within financial institutions or accounting firms. Bookkeepers handle broader financial record-keeping, including ledger management and account reconciliation. While both roles require financial knowledge, bookkeepers typically have more comprehensive responsibilities and certifications. Understanding these differences helps employers and job seekers identify the right role based on skills and industry needs.
What is bank statement processing?
Bank statement processing is the task of reviewing, verifying, and reconciling bank statements to ensure accurate financial records. It involves data entry, identifying discrepancies, and using accounting software to maintain up-to-date financial information. This role requires attention to detail and familiarity with banking and accounting procedures.
What are popular job titles related to Bank Statement Processing jobs in Alabama?
For Bank Statement Processing jobs in Alabama, the most frequently searched job titles are:
What job categories do people searching Bank Statement Processing jobs in Alabama look for?
The top searched job categories for Bank Statement Processing jobs in Alabama are:
What cities in Alabama are hiring for Bank Statement Processing jobs?
Cities in Alabama with the most Bank Statement Processing job openings:
Lending Assistant
Huntsville, AL • On-site
Renasant Bank
Other
Re-posted 23 days ago
Key responsibilities
Assist in gathering financial data and credit information for loan decisions and prepare loan documents.
Support the loan closing process by preparing necessary entries, closing loans, and monitoring payments.
Help maintain records, prepare reports, and assist with collection efforts and customer inquiries related to loans.
Renasant Bank rating
6.8
Based on 13 frontline employees who took The Breakroom Quiz
Job description
Overview
The Lending Assistant will assist the Executive Officer, Branch Manager, or Loan Officer in gathering financial data and credit information used in the credit decision. This individual will prepare loan documents and proofreads for corrections. In addition, the individual will handle confidential files and records of the bank, assist in loan closing and in many cases be responsible for closing loans, as well as prepare all entries to book loans.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
Qualifications
Physical Demands
The physical demands described 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 or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This job description is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
The Lending Assistant will assist the Executive Officer, Branch Manager, or Loan Officer in gathering financial data and credit information used in the credit decision. This individual will prepare loan documents and proofreads for corrections. In addition, the individual will handle confidential files and records of the bank, assist in loan closing and in many cases be responsible for closing loans, as well as prepare all entries to book loans.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
- Prepare loan papers, documents, files and correspondence
- Aid the lender in collecting financial and related data in order for the lender to determine the general credit worthiness of the prospects and the merits of the specific loan request
- Collect information, which reflects the current credit worthiness of customers and the current merits of existing loans
- Assist the lender by monitoring the overdraft list in his/her absence and calling for deposits as needed
- Assist the lender in collection efforts through preparing correspondence and monitoring payments
- Assist in preparing management reports including past due reports
- Prepare all the necessary entries to book loans including loan proceeds checks
- Assist loan customers on a daily basis with their deposit inquiries and problems
- Follow-up on tickler exceptions
- Responsible for keeping records and for preparing master note draws, construction lines of credits, and other business related lines of credit
- Determine loan documentation and compliance documents needed for loans
- Close loans on a regular basis
- Assist lender in monitoring and collecting information needed for notes to be renewed
- Work as a Personal Banker when needed
- Assist in other branch assignments as needed
- Perform other related duties as assigned
Qualifications
- High School diploma or equivalent required
- Minimum of 2 years job related experience
- Ability to operate a personal computer using Microsoft Word and Excel
- Ability to use DecisionPro and nCino, with a working knowledge of SBLU, BBLU, CLU, and the LSP highly preferred (Small Business Lending Unit, Business Banking Lending Unit, Commercial Lending Unit, and the Loan Submission Package)
- Basic knowledge of accounting
- Ability to deal tactfully and effectively with customers issues as well as co-workers
- Technical knowledge and proficiency to handle the activities and responsibilities of the job
- Excellent organizational skills and ability to multi-task
Physical Demands
The physical demands described 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 or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This job description is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
What Renasant Bank employees say
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