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Bank Statement Processing Jobs in Florida (NOW HIRING)

Carlyle Financial

Mortgage Loan Processor

Miami, FL · On-site

$38K - $52K/yr

... processing residential mortgage loans, including non-QM, bank statement, or foreign national programs * Strong working knowledge of condo lending requirements and local real estate dynamics in the ...

Tata Consultancy Service Limited

SAP FI/CO Lead

Orlando, FL · On-site

$100K - $140K/yr

... Bank Statement, Intercompany Accounting, Financial Close and Reporting. • Strong SAP Controlling ... process improvements, and SLA/KPI-driven service delivery. • Knowledge of New GL and Universal ...

Tata Consultancy Service Limited

SAP FI/CO Lead

Orlando, FL · On-site

$100K - $140K/yr

... Bank Statement, Intercompany Accounting, Financial Close and Reporting. • Strong SAP Controlling ... process improvements, and SLA/KPI-driven service delivery. • Knowledge of New GL and Universal ...

Acrisure Mortgage LLC

Non-QM Underwriter

Orlando, FL · On-site

Bank Statement * DSCR (Debt Service Coverage Ratio) * Asset Depletion * P&L Only * Interest Only ... the lending process. If you're looking to grow your career with an established and respected ...

Truehold

Loan Officer Assistant

Jacksonville, FL

$34K - $47K/yr

Experience with business purpose lending (DSCR, Non-QM, investor, or bank statement loans) preferred * Strong understanding of the mortgage origination process and loan documentation * Excellent ...

USAA

Payments Solutions Engineer Lead

Tampa, FL · On-site +1

$96K - $127K/yr

Implement payment file transmission, real-time payment processing, bank statement ingestion, and automated reconciliation capabilities. * Support API-driven and event-based architectures leveraging ...

USAA

Payments Solutions Engineer Lead

Tampa, FL · On-site +1

$96K - $127K/yr

Implement payment file transmission, real-time payment processing, bank statement ingestion, and automated reconciliation capabilities. * Support API-driven and event-based architectures leveraging ...

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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?

AspectBank Statement ProcessingBookkeeper
CredentialsBasic financial knowledge, sometimes certificationsAccounting or bookkeeping certifications often preferred
Work EnvironmentFinancial institutions, accounting firms, or remoteSmall to large businesses, accounting firms
Job ResponsibilitiesReconcile bank statements, verify transactionsMaintain financial records, ledger entries, reconcile accounts
Industry UsageCommon in banking, finance, accountingWidespread 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 Florida?

For Bank Statement Processing jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Bank Statement Processing jobs in Florida look for?

The top searched job categories for Bank Statement Processing jobs in Florida are:

What cities in Florida are hiring for Bank Statement Processing jobs?

Cities in Florida with the most Bank Statement Processing job openings:

Bank Statement Processing jobs near you

Mortgage Loan Processor

Miami, FL • On-site

Carlyle Financial
Finance and Insurance • 11 - 50 employees
Learn more about Carlyle Financialexternal

$38K - $52K/yr

Other

Medical

Re-posted 18 days ago

Job description

About Us

We’re a residential mortgage brokerage expanding into the Miami market after years of successfully helping clients across California and the West Coast. We specialize in complex loan scenarios—jumbo, non-QM, bank statement, portfolio, and foreign national—and pride ourselves on delivering responsive service with a high-touch, boutique feel backed by a seasoned operations team.

We’re expanding into the Miami market with a focused strategy and are actively building our local team to lead that growth. We plan to open a physical office later this year—likely in Brickell or a convenient part of Downtown Miami with reliable parking access. This role starts remote, with a shift to hybrid or in-office work expected once our physical location is finalized.

We’re also a tech-forward team—candidates who embrace tools like AI to streamline workflows and enhance accuracy will feel right at home here.

What You’ll Do

  • Process a pipeline of residential mortgage loans from submission through clear-to-close—primarily jumbo, non-QM, bank statement, portfolio, and foreign national programs
  • Coordinate with borrowers, loan officers, escrow/title agents, and lender underwriters to collect documents, satisfy conditions, and meet deadlines
  • Handle complex condo transactions, including limited reviews, non-warrantable properties, reserve requirements, and investor overlays common in the South Florida market
  • Maintain organized, audit-ready digital files and proactively update stakeholders throughout the loan process
  • Manage a pipeline of approximately 20–30 active files, including submissions, conditions, and cleared-to-close loans depending on complexity
  • Navigate lender platforms (e.g., Arive, LendingPad) and interpret AUS findings (DU, LP, or manual underwrites)

What We’re Looking For

  • 2+ years of experience processing residential mortgage loans, including non-QM, bank statement, or foreign national programs
  • Strong working knowledge of condo lending requirements and local real estate dynamics in the Miami area
  • Fluent in both English and Spanish—many of our South Florida clients prefer to communicate in Spanish
  • Familiarity with multi-state files and wholesale lender platforms
  • Based in the Miami metro area, with the ability to start remote and transition to hybrid/in-office later this year
  • Comfortable working independently while collaborating closely with a responsive loan team
  • Open to using AI tools to enhance productivity, accuracy, and workflow efficiency

What We Offer

  • Competitive compensation: base salary plus per-file bonus, with total comp based on experience and production volume
  • Remote flexibility to start, with expected shift to hybrid or in-office once our Miami location is open
  • This is a W-2 position that includes UHC Choice Plus medical insurance. Additional benefits may be added in 2026 as our Miami team grows.
  • A chance to grow with a brokerage building its presence in South Florida from the ground up
  • Exposure to high-value loan files and a variety of borrower profiles
  • Direct access to ownership and a tight-knit ops team that values speed, accuracy, and professionalism
Industry
  • Financial Services
Employment Type

Full-time

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