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Bank Statement Processing Jobs in Milam, TX (NOW HIRING)

PNC Bank

Mid Office Services Analyst

Center, TX

Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include ...

Healthcare Services Group

Registered Dietitian

Many, LA · On-site

$27 - $36.25/hr

Financial Wellness Support from PNC Workplace Banking * Hands-on-Training & Support * Career ... Knowledge of the state survey process and compliance with nutrition care regulations (preferred ...

All JobsBank Statement Processing JobsBank Statement Processing Jobs in Milam, TX

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 cities near Milam, TX are hiring for Bank Statement Processing jobs?

Cities near Milam, TX with the most Bank Statement Processing job openings:

Bank Statement Processing jobs near you
Infographic showing various Bank Statement Processing job openings in Milam, TX as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 18% Part Time, 1% Temporary, 4% Contract, and 1% Nights. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution.

Small Business Portfolio Management Specialist

Northwest

Center, TX • On-site

$31/hr

Full-time

Re-posted yesterday

Job description

NY0705 NY Region Business Office

Job Description

The Portfolio Management Specialist is responsible for providing administrative support to Retail Small Business leadership and relationship managers in the management of the Small Business loan portfolio. Functions include tracking, requesting, collecting and imaging financial statement/information required from borrowers and adhering to required due dates, oversight and outreach on delinquency, managing maturing loans, submitting and facilitating modifications, assisting with portfolio transfers, generating, distributing and/or validating reports, pipeline monitoring and ensuring data integrity. This role partners with relationship managers, credit, operations and compliance to maintain portfolio quality and customer service standards.

Essential Functions

  • Ensure compliance with Northwest's policies and procedures, and Federal/State regulations

  • Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency

  • Work as part of a team

  • Work with on-site equipment

  • Track, request, and collect financial statements within defined timeframes

  • Oversight and outreach on past due payments

  • Coordinate modifications as needed, including submission into LOS and facilitating through closing

  • Compile and communicate loan management reports on a timely basis

  • Run and Reconcile portfolio reports (past due, upcoming maturities, financial statements) and escalate items requiring attention

  • Assist in the management and maintenance of collateral requirements, including ensuring timely insurance policy updates

  • Service client needs, including prompt responses to inquiries and resolution of problems to promote an exceptional client experience

  • Support relationship managers to ensure the management of their portfolios are timely, accurate and in conformity with loan terms or policy requirements

  • Deep understanding of Abrigo for full use of functionality appropriately and to update data fields as required

  • Establish and maintain appropriate files and records for loan documents as required

  • Serve as a liaison with other departments/vendors/auditors as needed

  • Serve as office manager if required

  • Ensure document/data integrity, including identifying gaps or issues; coordinates corrective actions with operations, credit, and other business partners

  • Knowledge of loan documentation

  • Cultivate relationships with small business clients

  • Maximize technology tools available

  • Develop use of small business related software

  • Ensure conformity to loan terms

  • Recommend improvements to procedures

  • Recommend service and delivery enhancements

Qualifications

  • High School Diploma required

  • Bachelor's Degree Business, Finance or equivalent preferred

  • 3 - 5 years Business banking operations, processing, or administration experience preferred

  • 3 - 5 years Experience with core banking/loan origination systems preferred

  • Must be detail oriented and team oriented with ability to monitor and manage multiple responsibilities simultaneously

  • Knowledge of computer systems and software including Abrigo, Nautilus, Signature and shared drives

  • Understanding of Small Business loan products

The pay range for this position is generally $26 - $31 per hour. Actual pay is based on various factors including but not limited to the successful candidate's experience, skills, and knowledge.

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Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

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